Product Updates

You can now change a single field on the PO in the API without having to send the entire PO. Users can now also pull in an entire list of line items on the PO in summary format instead of having to call each line item separately.

On any Sales Order or Quote, a cost breakdown is calculated when an Item is added or the quantity is updated. This cost breakdown will not reflect changes to material costs that happen in between adding the line item to the SO and receiving new material at a different cost in inventory. If this were calculated with every material cost change across large BOMs, it would potentially slow down the system for some users. Knowing the true real-time cost breakdown is important of course, so we added the Refresh button. This will pull all the latest cost information while not slowing down performance.

We’re excited to bring you a new way to import data into Fulcrum! As you may have seen during implementations, data templates are a helpful way to organize and import data into Fulcrum. In this update we've expanded the functionality and visibility of the upload process in your Business Setup. We have several templates available, including Business Setup, Items, Vendors, Customers, and Sales Orders.

You can now add and modify default fees within your Sales setup. (A) Simply set the name, description, currency, tax, and accounting codes and you'll see the default options when adding a fee on a Quote or Sales Order. (B) Note that you'll only see fees that match the currency. You can override anything you want on the fly too, so if the fee amount saved in system data isn't what you want for this particular order, you can update it on the order but leave the default as is.

Remembering to stop Job Tracking timers can get overlooked at the end of a long day. To help, we added a "Stop All" button on Real Time Personnel that lets you bulk-stop all setup and labor timers. This is the latest update for several upgrades to make job tracking even more seamless in your workflows.

The new Shop Throughput report shows monthly totals and averages for throughput as well as the number of jobs completed. You can see month-to-month trends, and this report is interactive, so you can click on a month and get a breakdown of what was Started, Added, Completed, and Ending in that month.

For current Fulcrum customers, contact your Launch or Customer Success Manager to turn on this report.

From the list of Jobs we've added three critical pieces of information at a glance. First, you can now see which operation a job is on, as well as a count of how many operations are finished compared to the total operations. Second, you'll see the quantity of items completed on each job compared to the total needed. Third, the status bar now shows how many hours a job has been worked on, the percentage complete, and the total hours from the estimate.

All of this data is pulled live from job tracking so you'll have a current view of what's happening, now with even more critical data in one view.

‍

The new Sales Order Status tab provides a full interactive view of any records associated with your Sales Orders. See the progress of associated jobs, whether purchase orders have been received or late, whether invoices have been issued or paid, and shipping status all in one intuitive place.

Now in addition to adding certificates for items as they are received, you can add certs directly to Items. You'll now have the option to add a cert to an existing lot from the item's page directly, or create a Purchase Order and add the cert when the item is received.

The new Equipment Utilization heat map view gives you a live, clear visualization of how much a piece of equipment is being used. This report is included in an expanded reports section of Production in Fulcrum.

Key focuses here: ease-of-use, quality, and reporting! In this edition of "Fulcrum in 4," Product Director Alex Troesch walks us through all that's new, including: 

• Outside Processing Purchasing Planning
• Custom Fields on Labels
• Inventory Value Report
• Item Audit Logs
• Sales Orders Live Reports
• Drag and Drop BOM & Routing
• User @ Mentions in Chat

Now you can make your chat and notes in Fulcrum even more conversational with @ mentions. When adding a note in the Job Tracker, simply type @ and the user's name, select the person you want to tag and enter your message. The person that is tagged will see the mention count in Job Tracking (A) and in the Jobs view (B).

Creating and updating BOM & Routing just got easier! Now you can search for items and operations and drag them directly into the BOM & Routing editor. You can also drag and drop to re-order operations and update  When you save, your costs and material availability summaries will update too.

The updated key metrics for Sales Orders show your top customers and sales people by dollars sold. We've also added an at-a-glace view of your Sales Order value and status for upcoming months.

With new Item Audit Logs, you can now review the changes made to any Item, including who made the change, what was changed, and when. Please note that at this time, we are capturing audit data with technical bits of code in them as well, so work with your Launch or Customer Success Manager if you need help translating what you see.