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.
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.
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.
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 mark invoices as paid alongside created sales orders!
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:
You can now navigate through in-process tracking steps in job tracking using the arrow keys. This update allows you to move through the steps more quickly and efficiently.
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.
