Product Updates

Fulcrum recently added the functionality to save the accounting code from newly created line items to the master item record. Now, clicking 'Update Parent' on a line item on a PO will also save the accounting code to the item. This helps permanently reduce missing data in the system, and makes it faster to clean up bad data.

A lot of our customers really like using Fulcrum’s chat tools as a way of both communicating quickly and capturing information (and sharing memes).  This release improved performance for heavy users of chat.

As we continue improvements on in-progress work order operation editing, we've identified the need for a clearer way to distinguish which timers are associated with the work order and which are tied directly to job operations. To improve traceability and clarity, we've added a WO tag to timers that are linked to the work order. You’ll see this tag in the Job Operations section.

As part of our ongoing effort to improve the work order workflow, we’re introducing the ability to edit operations in In-Progress work orders. We've heard consistent feedback requesting more flexibility in managing work orders to account for human error and real world production changes. This is just the start!

While the work order is in progress, you can now:

• Add or remove job operations
• Add or remove work order operations

Restrictions

• Editing is only allowed when:
  • Work order status is: Approved, Scheduled, In Progress, or Needs Review
  • Operation status is: Ready, Pending, or Paused
  • The work order operation does NOT have a nesting file uploaded
• Editing is NOT allowed when:
  • Work order status is: Complete or Cancelled
  • Operation status is: Running, Completed, or Cancelled
  • A nesting file has been uploaded to the work order operation

Notes on logged data:

• Logged time, picked quantities, and completed quantities are associated with specific job operations, not the work order as a whole.
• If a job operation is removed, the previously logged time and quantities will still remain associated with each job operation.
• If a job operation is added after time or materials have already been logged on the work order, the new job operation won’t inherit any of those logs.
• Newly added job operations will start from their own clean state (e.g., 0 or existing job operation status).

In short: Logged data always belongs to individual job operations, not the work order.

Let us know if you would like to be added to the beta!

You can now navigate directly to job tracking from a work order! If the work order status is Scheduled, In Progress, or Completed, a link to job tracking will be available for each operation.

If you’ve been following along the last few weeks, you might remember that we recently refactored our work order page to improve performance and unlock additional functionality.  Well, here’s some new stuff!
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Work order creation rules allow for quick creation of work orders from the jobs grid or from sales order. Previously, the only way to build them was to indicate what rules you wanted included in the resulting work order. However, sometimes it’s easier to say the operations to skip than list all the operations you want.  The new rule type for “excluded operations” allows you to do just that.

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Previously, there was no way to enforce the order in which in process tracking fields appeared in the routing or job tracking.  Now, you can assign an order, and the IPT checks will respect that sequencing.

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Previously, Fulcrum required the quantity to be greater than zero for a newly added line item.  However, if the PO is still in draft you may want to add items and work out some details, such as quantity, later. Now you can!

Creating a Purchase Order from Purchase Planning will now look at the jobs requirements within your “Order By Date” filter and automatically add those jobs as associations on the line item on the PO.  For example, this item has demand from jobs 2444 and 2492. Creating a PO from Purchase Planning automatically adds those on the line item on the PO.

Usually, the person entering the sale is the sales rep.  Previously, the new sales order panel would default the sales rep to the sales rep on the customer record, or leave it blank.  Now, if there's no sales rep on the customer record then it will default to the current user.

This splits the ability to Delete a record out of the Edit permission and into a separate Delete permission.  This distinction is now available on Quotes, Sales Orders, Jobs, Purchase Orders, Invoices, NCRs, CAPAs, Customers, Vendors.  Note: Admins will always get these delete permissions.

This is an extension of the recently added setting for customer contacts and applies it to vendors.  It will include this contact on all PO emails from Fulcrum.

Previously, as soon as you picked any raw material in job tracking, we would display a checkmark to indicate the required material amount had been picked. This would cause confusion for operators since more often than not, we were prematurely indicating that enough items were picked.

Now we utilize the nesting estimate on the BOM (combined with the quantity to make) to calculate the area and more accurately display the required amount of raw material needed on that operation.

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Beta Release: Currently when you make a change to a completed item (like picking a forgotten material or adjusting a labor clock), that change does not retroactively update the inventory transaction associated with completing the item (since the job is already complete and items that are already in inventory or shipped). With this update we will update the value of the complete transaction on the job and roll those changes forward to any subsequent inventory transactions.  If you would like to be added to the beta, please reach out to support@fulcrumpro.com.

• Remove Item Description Requirement - Descriptions are no longer required through any item creation process, and materials no longer generate a description value by default. Existing items can now be saved without descriptions.
  
• Real Time Operations Searchable by User - The Live > Real Time Operations page can now be searched by user.
  
• Send Notifications to Google Chat - we’re expanding our notifications tool to send notifications to GChat.  This can be configured in your User settings under “Notification Setup”.
• Pack List Barcode Improvements - these will now use the Item Number (instead of number - revision), remove the PO/SO text, and add more space between the quantity and item number barcodes.
• Add Job Log Entry for “Collecting” Units during Continuous Flow
• Save Accounting Code to New Item from PO - when creating a new item on a PO, some details saved to the newly created item, but some stayed on the PO.  The accounting code will now also save back to the item so that it can be pulled into future PO’s automatically.‍
• Hyperlink Item from PO - you can now navigate directly to an item from the PO.