Product Updates

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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From the sales order you can now refund all line items, including taxes and fees. Previously, you could only refund the item, but you can now refund other costs for a smoother workflow.

We continue to improve our email feature! You can now include attachments from any related record when emailing a sales order. You already saw SO attachments as options when emailing – you will now also see attachments from any related record (jobs, items, etc.) to attach when sending the sales order.

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We’ve made performance improvements to the Pick All function in Job Tracking.

The details tab has had some design updates and now shows the quantity to be made. This update will make it easier for your production team to view the information they need. 

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We have made a bunch of large speed improvements to the jobs page and job tracking. You should notice a much faster experience when loading the jobs log, completing final operations, adding items to inventory, and searching the job tracker.

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New functionality to Create an NCR from the job tracker. Once clicked the NCR will be created with the job with the following fields prepopulated:

• Operation
• Work Center
• Department
• Scheduled Equipment
• Job
• Any associated sales order/customer
• Quantity made

New fields/changes to the NCR page:

• Scheduled Equipment
• Operator
• Actual items available for the job (instead of free text field)
• Customer is no longer a required field for NCRs

We are rolling this out slowly so if you don’t see it yet you will soon!