Product Updates

This has been a highly requested feature! You’ll now be able to import routing steps and required items from another item’s BOM and routing. When you select a new item, you’ll see the additional steps added and can remove if needed.

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As part of our continued work on data exports, you can now download data from the Work Order and Time Management grids.

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Users will now be able to add rework for operations on work orders. The rework will be specific to individual jobs within the work order. The button is on the details tab under each job specific dropdown and is available as long as the job is not completed.

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We’ve made some back-end performance improvements to the inventory transactions grid. 

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This feature will automatically add new equipment to the department shift(s) of the relevant work center. If the department has multiple shifts, the equipment will add to each non-overlapping shift.

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If a discount is applied to a quote line item, the margin listed in the quote's KPI will update to account for the discount. The margin in the main pricing section will remain unaffected by discounts. 

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We’ve added a setting that will allow users to view their own time management! Users can access this through Live > Time Management to view. 

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Quotes and Sales Orders are now able to produce estimated completion dates! This new feature will look at the availability of the schedule at that moment and produce estimated completion dates based on the priority level of the job - taking into account the BOM and routings for all items on the quote or sales order.

Users with schedule editing permissions can now unschedule operations that are in the freeze window. This change applies to operations that are not currently running, and will allow them to be rescheduled. This feature gives you more control and helps you to have a more accurate schedule.

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This new feature will allow production to change the quantity of items to make from the pick menu in Job Tracking. This will automatically update the quantities that need to be picked. This allows for more flexibility and ease on the shop floor. 

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This new setting for the schedule will take into account jobs that make subcomponents to stock when scheduling any jobs that consume them, and schedule accordingly. Operations that require a made to stock subcomponent will be scheduled after the expected completion date of enough required subcomponents. This is a schedule setting that can be enabled in Business Setup > System Data > Scheduling > Scheduler Settings.

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A new Salesforce integration is available. The integration allows the creation of sales orders or quotes in Fulcrum to create accounts and opportunities in Salesforce. 

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You can now download a report with in process tracking data! This report will pull data from the previous year. The report can be downloaded directly from the jobs grid or from the Quality tab of a specific job. 

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We’ve added permissions settings for existing reports and grid downloads. The permissions can be set at a page level. You can set the permissions in Business Setup > Permissions and then grant access by user role. 

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Users can now open and preview job attachments directly from the operations list in Job Tracking. Additionally, this list will now show the quantity to make and quantity completed. 

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