Product Updates

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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We’ve done some work behind the scenes to improve the performance on work order picking. You should notice a faster experience when picking items for work orders.

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We’ve added more options to the lead time dropdown on quotes to fit your needs.

You will now see Purchase Orders in the Associated Records of a Sales Order. This will help you to view all relevant POs for a SO to have a better understanding of their status, and to have better visibility overall into everything that impacts your Sales Order.

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