Product Updates

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.

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.

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.

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.

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.

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.

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.

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."

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.

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 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.

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

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

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

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.