Product Updates
Weekly updates to Fulcrum, always included with your subscription.
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Filters for customers and vendors have been added to the items grid so users may now filter to be able to see all items with a certain specified customer or vendor. One example of a good use case for this is for easily finding all items from a specific vendor to be able to update costs.
One of our goals over the next few months is to add more visualization and decision-making tools to the quality data that we’re already capturing. This is a big step in that direction!
This new scrap report allows you to see the amount and value of scrap over time by equipment or operator in a heatmap form so you can easily narrow in on problem areas.
You can access this under Quality > Scrap report. This is rolling out slowly so if you don’t see it yet you will soon!
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New functionality to Create an NCR from the job tracker. Once clicked the NCR will be created with the job with the following fields prepopulated:
New fields/changes to the NCR page:
We are rolling this out slowly so if you don’t see it yet you will soon!
We have made a bunch of large speed improvements to the jobs page and job tracking. You should notice a much faster experience when loading the jobs log, completing final operations, adding items to inventory, and searching the job tracker.
A commonly requested feature! We have added a setting that will prevent negative picking. When the setting is turned on, if the picked quantity input will result in a negative on-hand value, the pick button will be disabled. To turn on this feature go into System Data > Job Tracking Setup > Prevent Negative Picking.
We have added the ability to rotate pdfs from directly within the job tracker. This function is already available for some of the other attachment types but was missing for PDFs. This will alleviate a big pain point for some of our operators.
In the past, the minimum production quantity field did not influence the unit cost of an item. In some cases, there are cost savings when producing a higher quantity of an item if there are fixed costs that can be amortized across a higher quantity of units.
This new price will be reflected on the estimated costs on the BOM/Routing on quote, sales order, and items. This will allow you to have more accurate costs and reduce inflated pricing on items. You’ll also see a small note on the bom/routing cost breakdown indicating that a minimum production quantity is being used in the calculations.
Another thing to note with this change is that when an MPQ is set on an item and ‘make’ subcomponents used in that item will inherit the parent item MPQ unless the subcomponent already has an MPQ equal or greater to the parent.
Now in the job tracker, when you pick materials the locations will sort by the quantity of on-hand inventory. This will make the lots/locations with the most available inventory show at the top which should help in our goal to eliminate negative picking.
We’ve been working on some fixes to drag-and-drop scheduling to make it easier to use. Customers using drag-and-drop functionality will notice the following improvements:
There is now an option to create and mark invoices as paid alongside created sales orders!
Fulcrum obviously doesn't have a full RFQ module meaning most of you are likely managing RFQs outside of the system via email and other methods. We do plan to build out a robust RFQ feature in the future in order to kick off RFQs from the quoting process and elsewhere.
In the meantime, we've added a somewhat 'hacky' way to utilize the Purchase Order module to send an RFQ. You can now customize the PO PDF so that if the PO is in a 'draft' state the PO PDF will actually say 'RFQ' in the header.
Please note, there's no additional functionality on top of this to manage RFQs. You'll still need to go back and cancel/delete old draft POs (RFQs) in order to keep your data clean, but it should give some ability to manage this process inside of Fulcrum for those wanting to do so.
There is now an option to create and schedule jobs when sales orders are created from ShipStation saving you clicks and time. This feature requires you to have the Auto-Create Jobs process app setting enabled.
Now you can select any equipment in the shop when editing the routing on the items, sales order and jobs page.
We have made some improvements to the shipping status so that it takes into account sales order ship by date and priority.
Previously, if there were 100 pieces in inventory available to ship and three sales orders needed 100 of that item, the shipping grid would show all three SO as ready to ship even though you really only had enough inventory to ship one. Now, the shipping status will take into account priority and ship by date, so that the only SO showing as ready to ship will be the one with the highest priority and closest ship-by date.
This should give your shipping team a clearer picture of what is ready to ship. We’ve also added tooltips, including one on the shipping status of records where there is technically enough inventory but it isn’t showing as ready because another shipment is higher priority.
