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Product Updates

Weekly updates to Fulcrum, always included with your subscription.

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Certification Support for New Shipping

The new shipping module now supports printing certifications. The certifications that can be included are those directly attached to the job, the associated sales order, or any certifications attached when receiving material or outside processing work that was used for the job.

This resolves one of the last significant functionality gaps between the old and new shipping modules and so we’ll be looking to migrate additional shops to the new version over the next few weeks.

Certification Support for New Shipping
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Downloadable Report Enhancements

We’ve made a few improvements to our in-app downloadable reports. The inventory transaction grid download will now include value breakdowns by type (material, labor, machine, or outside processing), accounting codes, and custom fields. The sales order detail download now includes estimated unit costs and estimated margin rates for open orders.

Downloadable Report Enhancements
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Report Builder in Beta

We're excited to introduce a new Report Builder! Once enabled, you will see a new menu icon on the navigation bar that will take you to the Report Builder page where you will be able to view and use the underlying data that powers Fulcrum to create visualizations and export the raw data to tinker with as you see fit.

When released, we will have curated datasets and sample reports ready for you to start working with, but you have access to change, pivot, aggregate, and segment the raw data in many different ways to build whatever view into your shop you want to look at.

Report Builder in Beta
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Upgraded Shipping Enhancements

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.

Upgraded Shipping Enhancements
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One-Step Approve and Schedule Improvements

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.

One-Step Approve and Schedule Improvements
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Data Import Permissions

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.

Data Import Permissions
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Custom Fields for NCRs and CAPAs

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.

Custom Fields for NCRs and CAPAs
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Purchasing Limits

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.

Purchasing Limits
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In Process Checkpoints in BOM and Routing Editor

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.

In Process Checkpoints in BOM and Routing Editor
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Import and Export Improvements

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.

Import and Export Improvements
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New BOM & Routing Editor

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.

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.

New BOM & Routing Editor
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Default Lots When Completing Jobs from the Jobs Detail Page

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.

Default Lots When Completing Jobs from the Jobs Detail Page
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Labor Rate Overrides

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.

Labor Rate Overrides
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Quote Permissions

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.

Quote Permissions
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Custom Fields on Job Labels

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.

Custom Fields on Job Labels
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