Product Updates

The main goal here is to help receiving answer the question “what do I do with this material?” when it shows up at the dock. Warehouse and receiving teams often bring material to specific staging locations, apply labels that include the relevant job number(s), or kit items. With that in mind, there will be a new section on purchase order part line items called “Associated Jobs”.

Clicking the plus button will bring up a list of jobs that require that item, including the job status, job demand, and quantity picked.

Selecting one or more jobs adds them to that section for visibility, and also makes the association visible in receiving so that warehouse teams can properly distribute material. Additionally, it will add the association on the PO itself. This way, the job association will show in the PO grid, receiving grid, and on the job itself.

There will also be a new variable for receiving labels called {{ lineJobs }}. This will, you guessed it, put the job names associated to that line item on the receiving label.

Note: the primary goal of this release is visibility. This does not currently do any specific reserving of material, especially since requirements and priorities are often changing.

After the addition of 10,000+ new materials, we are pivoting and narrowing our focus in order to improve the general material workflow for all users.

• Material Grid filters updated so you can select multiple materials and bulk add vendors and standard material item sizes.
• Added a material items tab in the Materials spreadsheet in order to create new material items and remnants.
• Increased visibility for dimensions on the materials grid. Selecting a material form will now break out the dimensions allowing for easier identification of needed materials.
• Previously we were displaying Length x Width for our planar shapes, which we recognize is not industry standard. We have updated our UI and material names to display Width x Length when applicable. You’ll see this change reflected throughout the app.

We’ve been working on the ability to update in progress jobs by updating the BOM. The first step of this feature is allowing you to change Operations. For example, you’ll be able to add a new operation or edit the instructions. Once the feature is enabled, the Edit Quantity button at the top of the job becomes Edit Job and the routing will be unlocked. You can make changes to the Routing Operations and then save the Job at the top of the page. The updates will be reflected at the bottom of the Job page and in Job Tracking.

This feature is in testing now and available on an invite basis. Further work on the feature will include being able to add/edit items to make and materials.

We’re making a technical change to how Webhooks sent from Fulcrum work. Currently, by default Webhooks will always return the full content of the relevant entity. For example, the body of a Webhook for Job Approval would by default include all of the data for that job. In addition to sending much more data than the consumer needs, this behavior negatively impacts the performance of Fulcrum’s site by making unnecessary queries to the database.

Going forward, newly created Webhooks will only contain the ID of the entity. If additional information about that entity is required, please use the public API to fetch that information. Using the public API has the additional requirement of having a stable schema.

This change does not impact Webhooks that have already been created.

When looking at the NCR grid in the quality module, it wasn’t easy to tell which NCR was for which event. Now, NCRs have a new ‘Title’ field. This can be used to add a short title or description for identifying the NCR and will appear in the grid view.

You can now view an audit log of changes made to a job, similar to the change history recorded on items, sales orders and quotes. Hover over the Last Updated [Date, Time] below the job number and click View Audit Log for a history of changes from job creation including edits to the BOM and Routing, quantity and due date.

We’ve been hard at work at adding a material database to Fulcrum. This feature changes the way that Fulcrum manages raw material and drives powerful features such as nesting and remnants. We’ve significantly increased the materials captured in the material database and will be further expanding this in the next few weeks! The materials database already had the below forms of steel, stainless steel and aluminum:

• Sheet & Plate
• Round Bar

Below are the forms recently added for steel, stainless steel and aluminum:

• Tread Plate
• Square Bar
• Wide Bar
• Flat Bar
• Rectangular Bar
• Hex Bar
• Square Tube
• Rectangular Tube
• Angle
• Channel
• Beam (SBeam, HBeam, WBeam)
• Tee Bar

We're enhancing Fulcrum's handling of order changes by improving the link between Sales Orders and Jobs. Now, updating the quantity on a Sales Order Line Item will automatically update the linked job's quantity if the job is under review or in engineering status. We're working to expand this functionality further.

The “Associated Records” sections on the Sales Order page will now link to NCRs and CAPAs tied to that Sales Order.

Fulcrum sites using SQL can send automatic emails or Slack/Teams messages, now including NCRs and CAPAs. We're in the process of migrating all sites to SQL, but let us know if you'd like to migrate sooner to access this feature!

Operators are human, and sometimes forget to start a timer.  This is fixable by going to Live > Time Management > Add Record.  Previously, however, an exact start and end time was needed.  With this release, you can alternatively enter a start time and duration when adding new time records.

Oftentimes, you may not want or need to export the routing for all of your items; you may be focusing on a specific item.  Previously, you would have had to export all routings, then filter and delete the extra rows.  Now, from the ‘Production’ tab of a Make item, you can export the BOM and Routing for that item (and its subcomponents).

Include Missing BOM // Routings on Export: Previously, the BOM and Routing export excluded items without BOMs or routing steps. Now, the export includes these items, making it easier to identify and correct missing information.

“CopyFrom” Column on Routing Import: Fulcrum offers tools like the AI BOM Importer and SolidWorks Pack’n’Go for importing BOMs, but they lack routing step data. Previously, routing could only be copied in-app via right-click > import. Now, you can do this via import by adding a NumberAndRevision in the “CopyFrom” column on the routing tab to copy operations from another item.
Here's a video combining a couple of these new tools:

In this Fulcrum in 4, Jack walks through updates to Fulcrum over the last few months:

🏷️ Packing Labels

🔔 Email, Slack, and Microsoft Teams Notifications

⚙️ Updating BOM & Routings on multiple records

We’ve made it easier to manage your BOM and Routings. Previously, when you made a change to the BOM and Routing for an item, there was no easy way to apply those changes to existing orders and jobs. Now, when on the item page you’ll see an “Update Options” button. Clicking that will give you the opportunity to apply those changes to existing sales orders, quotes and jobs, so long as those records aren’t closed or in progress.