Product Updates

We launched our Fulcrum community to a select group of users this month! This gives us the opportunity to hear directly from our users and gain valuable insights, as well as provides a place for our users to share information and best practices - both about using Fulcrum and the manufacturing industry as a whole. We'll be continuing to add Fulcrum users to this community as we grow. If you're interested in joining, reach out to your customer success manager!

Now you can add a default tax code at the customer level, so when a quote or sales order is created for that customer the correct tax code will automatically pull through.

You can now add custom fields to jobs through the details tab on the Jobs page. The added fields can be viewed in the Job Tracker under the details tab which will help you capture any custom fields added to quotes or sales orders to be visible to operators. To setup custom fields, go to Business Setup > System Data > Custom Fields and select Job as the module.

We’ve added an option to hide items with a quantity of 0 from the pack list that were included in a sales order, but haven’t shipped yet. This essentially gives you the option to display either all items from the order on the packing slip (even those that have not shipped), or display only the items being shipped in that particular shipment. This can be enabled through Business Setup > System Data > PDFs & Email > Packing Slips.

In June, we launched our first ever in-app feedback survey to our customers! We received so much valuable feedback from our users, and are currently reviewing the feedback to identify areas for improvement. Stay tuned in the coming weeks to see some updates!

We’ve added additional data downloads to help with month-end accounting needs. These reports can be found in the Accounting module, under Reporting.

Users can now reopen jobs that were closed at a quantity of 0. Jobs can be reopened from the job tracker using the “Reopen Operation” button or from the Job’s page with a newly added “Reopen Job” option. This is currently limited to only jobs that were closed at a quantity of 0 as the downstream implications of cascading inventory adjustments is much more contained in this scenario. Future updates to come to allow more adjustments post job completion.

We’ve made some enhancements to the look and feel of several grids throughout our site, including Customers, Vendors, Purchase Orders, Sales Orders, and Shipping. You'll see improved design and usability, enhanced performance, and some new functionality like key KPI information at the top and new ways to filter data. You'll see this same overhaul on several other grids over the next few weeks!

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This update allows for multiple users to enter responses on the same In-Process Tracking checkpoint in the Job Tracker. Current default functionality allows for multiple users to enter responses on different checkpoints, but only 1 response can be logged per checkpoint and users can see each other's entries. This new setting allows responses to be recorded per user and are all available in the job log. The operators will also not be able to see each other’s responses in the Job Tracker. The different approaches here are really a business preference in how you want data logged when there are multiple people working on things together. This feature can be enabled through Business Setup > System Data > Job Tracking Setup. For any advice on setup or changes to your process, consult your launch or success manager. Check out our Loom video to see how this works!

You can now search attachments on a job from within the operator view. This is helpful for users who have a lot of attachments for items, helping them find the exact attachment they need quickly. This search function uses the title of the attachment.

It's not uncommon to need to make a change to the list or amount of required materials after the job has already started. We've made some updates to the job page to allow for adding and removing buy items from the required materials list for jobs that are in progress. This will ensure purchasing recommendations are correct and that operators are seeing the correct information in the Job Tracker.

We’ve added a continuous flow process for production. This flow allows items to move through production as they are individually completed, rather than waiting for a full batch to be done. This new feature will allow for items to move more efficiently through your shop, especially in cases where one work center is a bottleneck for downstream processes. The feature can be turned on in business setup.

You now have the ability to flag certain items as “build to stock.” This will route job creation for this item to the demand planning section. If your site is configured to automatically generate jobs for every sales order line item, items with this flag will be excluded from that logic. Instead, the job for the stock items will be generated via the demand planning module.

Additionally, if an item is flagged as “build to stock” and is a subcomponent on a new job, the “to make” recommendation of that subcomponent will be set to 0, and a recommendation to make a new stock job will show up within the demand planning module.

This update is particularly useful when making customized subcomponents for an item. Items can now be created as “build to stock,” which will help keep the data our demand planning module needs clean and accurate.

We’ve added a setting to our scheduler functionality to account for customer-supplied material. Previously, the scheduler had a setting that would only account for purchased material. Now, with both settings enabled, jobs will not be scheduled until customer-supplied materials are received as well. This will be helpful to account for delays and also keep your schedule up-to-date and running efficiently. These settings can be enabled in Business Setup > System Data > Scheduling > Scheduler Settings.

We have added error notifications specific to our integration with Quickbooks Online. These error messages will be triggered when there are problems with the sync between systems and will typically inform you how to fix the error.