Product Updates

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

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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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.

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

Users will now be able to reopen jobs and operations that were recently closed! Previously when closing the last operation of a routing sequence, there was no way to reopen the job to continue or make adjustments from the job tracker. 

This ability will still have a few exceptions so that we can maintain costing and inventory transaction integrity. Basically, you can reopen a job if there hasn’t been a subsequent inventory transaction consuming the job that you’re attempting to reopen.

1. Jobs specific to a sales order cannot be reopened if there have been any shipments against the item.
2. For jobs not derived from a sales order, the job cannot be reopened if there have been any inventory events against the specific inventory, location, and lot since the job was completed.

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We have added the option to put a job on hold from the status drop-down on the jobs page. When a job is placed on hold it will be pulled out of the scheduler and job tracker but will remain in the purchase and demand planning calculations.  

When you put a job on hold it updates the job's status and wipes the scheduled times for any operations that have not yet started (even if they are in the freeze window). Removing a hold puts the job back in its original status and allows those operations to be rescheduled on the next run.

Exceptions: job must be open and not in needs review status; no timers can currently be running for the job (paused timers are fine); no open operations can be part of a work order

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You can now render 3D images in Job Tracking that are not operation specific. Previously we required a direct association between the rendering and the operation within the BOM. Now you can render any 3D file stored on the job within the job tracker by clicking them in the attachment section of the job tracker like a normal image. 

We have also updated the default background image when you click into an operation. Priority will go 

1. Operation rendering attachment
2. Operation image
3. Item attachment
4. Job attachment

If the default background image is a CAD file, it will render automatically instead of having to click the thumbnail. 

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