Product Updates

The equipment editor has a new look and feel and will require fewer clicks to make changes.

We added an extra click in a few places to alert users the action is not reversible before they proceed.

For example, when deleting a Sales Order, you’ll need to confirm that this was your intent by clicking an additional button.

This will help prevent misclicks from accidentally deleting or updating data.

We’ve made several other improvements to our reporting and grid download tools:

• Categories and accounting codes will now appear on the download of data from the Items Grid.
• Paid dates will now appear on the download of data from the Invoice Grid.
• Completed dates will now appear on the download of data from the CAPA Grid.
• Closed dates will now appear on the download of data from the NCR Grid.
• Minimum on hand values will now appear on the Item Usage and Supply Report.

We’ve added a new tab to the Shipping Backlog and Historical Shipment reports. This new tab gives a summary of your monthly shipments for each of your customers.

The Solidworks/CSV/Excel BOM importer has been updated to have a revision column. This can be used to upload items at a specific revision, or match items at a specific revision already in your system. The Revision column can be named any of: "REVISION", "Revision", "REV", "Rev", "REV.", or "Rev."

Expanding the versatility of Fulcrum’s public API, you can now view and update custom fields for Quotes and Quote Part Line Items.  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, the following fields have been added to downloads to expand upon what can be edited, and provide helpful reference data.

Items

• IsKitItem

Customers

• Default Tax Codes
• Deposit Type
• Percentage Deposit
• Fixed Deposit Amount
• Deposit Accounting Code
• Custom Fields

Vendors

• Custom Fields

BomRouting (BOM tab - for reference only)

• Parent Item Descriptions
• Child Item Descriptions

We’ve added a powerful new search tool to make it easier to find things in your Fulcrum site. This beta feature adds a 🔍 icon in left-hand nav bar which pulls up quick switch search bar. You can also access the search using the hotkeys ctrl+k in Windows or ⌘+k in macOS.

This search bar is accessible throughout the main application and can search across modules.During this initial launch phase you’ll be able to search for Quotes, Sales Orders, Customers, Items, Jobs, and Work Orders. We’ll be adding more modules as we build out this feature.

This feature has not yet been implemented for SQL, so long as your fulcrum site hasn’t been converted to SQL you are eligible to join this beta

There are instances where operations have multiple timers running on them at the same time. With this change, a user bubble appears in an operation’s page showing all users working on the same operation.

We’ve added new options you can use to control access to your Fulcrum site. With this new release, you can now configure the system to automatically log users out of Fulcrum after a period of inactivity. You can also set up the system to automatically log out users after a certain amount of time regardless of whether or not they’ve been active.

The new settings are found under a new “Security” menu in System Setup.

We’ve made a number of small changes to the Job Tracker to make it easier to find what you’re looking for.

First, we’ve improved filtering and searching for the operation list. Now your search terms will cover more details from Work Orders and OmniSearch and status filters will now work together.

Next, we’ve made the timers tab in the Job Tracker user profile a little more intuitive by showing a timeline of clock-ins and operation timers.

We’ve added a new report to help you understand the historical usage and supply of an item.

Key pieces of information included are:

• Quantity used and estimated days of supply based on a timeframe.
• The default is one year but you can expand to see 30; 60; 90; 180 days
• Current quantity demanded, on hand, available, and incoming
• Quantity you can make from your inventory if it’s a make item
• Primary vendor and lead time if it’s a buy item.

The report is accessed via the More Actions menu on the Items page.

Job Tracking is the source of much of the data fueling Fulcrum, so it's important to make sure data's accurate before closing out an operation. The new Job Tracking Complete Tab makes it easier to know if your important data was input at a glance. Quickly check if all needed materials were picked, all scrap was recorded properly and that labor timers are recorded as expected. This new complete tab for Job Tracking will release July 2.

Operators will now be able to view, create, and update clock-in timers and break timers from the Job Tracker, allowing them to easily update and correct their recorded times. This functionality is available on the All Timers tab where operators can currently edit their operation timers.

You can control access to this functionality via permission setup.

We’ve improved the scheduler’s handling of outside processing to create a more accurate schedule. Previously, the scheduler would strictly use the lead days for an outside processing step set up on the routing to estimate when the outside processing step would complete. Now, if an expected receive date was set on the purchase order, the scheduler will treat that date as the expected date of completion for the outside processing operation.