Product Updates

We’ve made some enhancements to the new Shipping module.

Pick Required Items for Outside Processing Shipments

When the first operation of a job is to send out items for outside processing, you can now pick those items directly from the shipment page under the “Required Items” tab. When picking, those items will be instantly deducted from the inventory locations specified.

Attach Files to Individual Shipments

You can now attach files to individual shipments under the “Records” tab.

Sometimes, you might want to give large purchase orders additional eyes before they’re sent off. To accommodate this, we’ve added an optional Purchasing Limit to our user setup. When set, that user will not be able to approve purchase orders exceeding that limit.

We’ve extended custom field functionality to NCRs and CAPAs to allow you additional flexibility in managing and reporting on quality issues. Like other custom fields, these are configured in System Data. At this time, the custom fields don’t appear on PDFs generated from these documents.

There have been several recent enhancements to Fulcrum’s export and import tools within the Business Setup menu. Given these are bulk updates, and great power comes with great responsibility, the import / export page and functionality will be managed through a new “Run Imports” permission. If you previously had access then you will continue to have access. New users will need to be added to a role that includes this permission in order to access import / exports.

We’ve reduced the number of steps needed to send a Job to the floor. For shops that use the One-Step Approve and Schedule setting, the Approved step is no longer required when working with jobs from either the Jobs Grid or the Job Details page. If you have a job that’s under review, you can advance it directly to the Scheduled status.

As we previewed in an earlier post, we’re working on a new BOM & Routing editor that will be faster to use and give you more information up front. The new editor now supports In-Process Tracking. Like elsewhere in the BOM & Routing editor, the new In-Process Tracking interface is cleaner and will require fewer clicks.

The new BOM & Routing editor is in beta testing.

We’ve expanded the import and export functionality from the Data Imports page to include Users and In-Process Tracking. This will make it much easier for you to make bulk changes to these data sets.

We’ve updated the BOM & Routing editor to make it as quick and painless as possible so you can focus on more important things. With the new editor, we've optimized for maximum visibility while editing, incorporated more drag-and-drop features for easier re-ordering, and introduced right-click shortcuts to items and operations for access to more functionality at the top level view.

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Adding items and operations, importing from other items, vendor details, and details / settings for operation and full routings now exist in a panel alongside the main editor. We're working to eliminate any remaining pop-up windows and you only need the save button on the item page as all edits are live.

Every part of the UI is interactive:

• ‘Make’ Items: Add subcomponents or operations to routings.

• ‘Buy’ Items: Access vendor settings.

• Operations: Add notes, edit times/settings, and manage attachments.

• Routing Rows: Reorder operations and view total operation times.

• Right-Click Actions: Remove items or operations with ease.

The new BOM & Routing editor is in beta testing and will be released in phases to users in the coming weeks.

To give you more options for configuring labels, we’ve added the ability to include custom field data on Job Labels. These can be configured by going the Label settings in Business Setup.

The custom fields need to be first defined in the Custom Field setup and must be listed under the Job module. The list of the available fields also appears in the label setup. When used in Job Tracking, fields from the Job Operation module can also be used.

We already had separate permissions for editing & converting quotes, however previously anyone with the Edit Quotes permission was automatically granted the Convert Quotes permission. Based on feedback we’ve gotten from you, we have untied these permissions so that they are independent from each other.

Our current setup for tracking labor costs doesn’t offer much flexibility for capturing when those costs need to change such as to capture overtime. In a step toward that flexibility, we’ve added the ability to override the hourly labor rate for labor and setup timers. This can be done in Time Management when either creating new timers or editing existing ones.

Only users with the Override Hourly Rates permission will be able to see and edit hourly rates in Time Management.

Completing a job from the Jobs page can be a hassle if you use lot tracking — lots of clicks and searching to find where you need to add the missing lot data. We’ve made this easier by taking advantage of the default lot names that are already used in Job Tracking. Now when you complete a job from the Jobs page, the system will automatically prefill any missing lots based on that template. You can of course still change those as needed.

In response to feedback about the new Job Tracking interface, we’ve made two changes to reduce friction when completing operations:

Editing the Quantity Completed is now more straightforward — when you tap on that quantity you’ll now be able to simply update the total directly.

We’ve also made it easier to add to inventory. Before, you could only inventory up to the quantity that was marked complete. Now, if a user adds more to inventory than they previously marked complete, we’ll simply update the completed quantity to match.

Expanding the versatility of Fulcrum’s public API, this release includes some updates for managing and retrieving your item data. Specifically,

• Update Item now includes the following:
  • Item Description
  • Minimum Production Quantity
  • Minimum Stock On Hand
• A new endpoint for updating your item Custom Fields

Check the API documentation for more info.

To make it easier to manage your data, Fulcrum offers data downloads in Business Setup > Data Import > (new Import) > Data Downloads. These downloads include your existing data in a format that can be edited and reimported to make bulk updates. In this release, a tab for Vendor Item Details has been added to the Items download. This enables quick, bulk updates to your vendor item details such as the vendor item name, lead time, and more.