Product Updates
Weekly updates to Fulcrum, always included with your subscription.
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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.
Learn more ->
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.
Learn more ->
We’ve made performance improvements to the Pick All function in Job Tracking.
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.
Learn more ->
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.
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!
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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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.
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
If the default background image is a CAD file, it will render automatically instead of having to click the thumbnail.
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
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.
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.
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.
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.
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.
