Product Updates

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.

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 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.

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.

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.

The Public API expansion continues. We’ve added new points to get and list equipment, department, and work center data, have added more scheduling details to jobs, and have made it easier to find all of the operations for a particular job. Details will be available on our public api change log.

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.

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’re improving the flow of custom fields for jobs. Custom fields will now appear on Job Travelers and now when you create a job outside of Sales Order, we’ll carry over any applicable custom fields from the items.

The email templates used in Fulcrum are now more flexible. We’ve added additional variables for quotes, sales orders, invoices, and purchase orders that will allow you to capture the subtotal, total, tax, currency code, and payment terms. For quotes, you can also add the expiration date and for purchase orders the vendor number.

We’ve made lots of changes to uploads to make it easier to set up and maintain Fulcrum. You’ll now be able to make bulk updates to items, vendors, and customers by exporting data from the Data Import, making changes in that spreadsheet, and then re-uploading.

You’ll also be able to use the item uploader to set item tags and create them automatically in the system. Simply add the required tags as a semicolon-separated list and the upload will handle the rest.

With this release, you’ll now have the ability to add thumbnails to the item labels used in Fulcrum.

To use this feature, simply select “Show Thumbnail” in your Item Label setup.

To enhance your ability to understand the changes happening with your shop, we’ve added audit logs for Purchase Orders, Invoices, and parts of System Setup. To access this log, click on the last modified date under the page header.

Internal Notes that were added to a Quote will now carry over to the Sales Order. These notes will be read-only. This makes it easier to continue the conversation without needing to navigate back to the Quote.

“Item description” has been added as a variable option for the Job Name Template for anyone who has the Auto-Generate Job Name feature enabled. 

Note: Fulcrum does not limit the number of characters in your Job Name Template but we advise using shorter names because the design does not adjust to the name length.