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Product Updates

Weekly updates to Fulcrum, always included with your subscription.

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Inventory transactions grid improvements

We’ve made some back-end performance improvements to the inventory transactions grid. 

Inventory transactions grid improvements
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Automatically add new equipment to shifts

This feature will automatically add new equipment to the department shift(s) of the relevant work center. If the department has multiple shifts, the equipment will add to each non-overlapping shift.

Automatically add new equipment to shifts
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Line Item Discount Margins

If a discount is applied to a quote line item, the margin listed in the quote's KPI will update to account for the discount. The margin in the main pricing section will remain unaffected by discounts. 

Line Item Discount Margins
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View Own Time Management

We’ve added a setting that will allow users to view their own time management! Users can access this through Live > Time Management to view. 

View Own Time Management
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Capable to Promise

Quotes and Sales Orders are now able to produce estimated completion dates! This new feature will look at the availability of the schedule at that moment and produce estimated completion dates based on the priority level of the job - taking into account the BOM and routings for all items on the quote or sales order.


Capable to Promise
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Unschedule Operations in Freeze Window

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.

Unschedule Operations in Freeze Window
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Adjust “To Make” Quantity from Pick Menu

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. 

Adjust “To Make” Quantity from Pick Menu
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Schedule Setting - Make Item Availability

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.

Schedule Setting - Make Item Availability
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Salesforce Integration

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. 

Salesforce Integration
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In Process Tracking Report

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. 

In Process Tracking Report
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Reporting Permissions

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. 

Reporting Permissions
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Job Tracking Operations List Updates

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. 

Job Tracking Operations List Updates
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Performance Improvements - Work Order Picking

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.

Performance Improvements - Work Order Picking
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Updated Lead Time Options for Sales Orders

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

Updated Lead Time Options for Sales Orders
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View Associated POs on Sales Order

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.

View Associated POs on Sales Order
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