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Product Updates

Weekly updates to Fulcrum, always included with your subscription.

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QuickBooks Desktop Integrations - Receipt Reconciliation

We've completely redone QuickBooks Desktop receipts. Instead of processing each receipt independently, the integration will holistically reconcile all receipts. What this means is that receipts that span multiple lines items, partial receipts, partial reverts, manual "corrections" in QBD, and any scenario in between will be re-aligned to ensure that QBD matches Fulcrum to the "T". No more workarounds needed.

QuickBooks Desktop Integrations - Receipt Reconciliation
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Review and Update Timers from the Profile View in Job Tracking

We've made it easier for operators to review and update their timers to help you keep your job tracking data accurate. An important part of having accurate job costing is to have accurate labor, machine, and setup time clocked against your job. We are adding a new timers tab to the Job Tracking profile view so that it is easier for operators to see all of their timers and make edits as needed.

The new timers view defaults to showing you any operations whose timers you have touched today. You can also filter this view to further narrow in on timers that you want to check or update.

Review and Update Timers from the Profile View in Job Tracking
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“Late” Tag on Job Tracker Operation List

Late operations will now be tagged as “Late” on the operation card in the Job Tracker. This should provide more visibility into which operations are running behind schedule without having to open the operation or check the Job page.

“Late” Tag on Job Tracker Operation List
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Improvements to Sales Order Permissions

Sales Order permissions have received some tweaks and upgrades so as to provide more granular control over user behavior. The Sales Order "Send to Production" permission was previously not functioning correctly but has been patched in a bug fix, and a new Sales Order "Mark Sales Order as 'Completed'" permission has been added to the system. Existing system functionality will continue undisrupted, as any user Role/Permission group with “Edit Sales Order” access will automatically inherit the new complete Sales Order permission, but the added flexibility of adding/removing this permission will allow users more control of their day-to-day operations going forward.

Improvements to Sales Order Permissions
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Stock Take Enhancements

We are introducing several enhancements to the stock take process to improve accuracy and efficiency. Key updates include the addition of age details to the stock take download, which are now presented as a read-only and sortable column. In terms of error reporting enhancements, once the stock take is complete, users can download an Excel sheet that details any encountered errors. This sheet has been improved to provide more accurate and actionable information, aiding users in resolving issues more effectively.

We have also addressed multiple bugs that affected the correct mapping of rows in the stock take upload to the appropriate item, lot, and locations, ensuring a smoother and more reliable outcome. Additionally, we have introduced a new non-interactive mode as the default setting for running stock takes, which allows updates to proceed autonomously without user intervention, significantly streamlining the process.

Stock Take Enhancements
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More Control When Completing Operations

Previously, marking an operation as complete on the job page would automatically complete the operation at the entire planned quantity. Now, you’ll have the flexibility to mark an operation complete for either the full planned quantity or the current completed quantity. This update allows for more specific tracking and management of operations, reflecting actual work done more precisely.  In turn, this leads to more accurate inventory, exact costing, and better scheduling.

More Control When Completing Operations
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Default Accounting Codes for Buy Items

We’ve added the ability to set a default accounting code for buy items. This is an extension to the change we made for make items. By reducing the need for manual data entry, this will:

  • Make it easier for you to quickly create items with the correct information
  • Ensure smooth synchronizations with accounting integrations
  • Provide more accurate financial reporting with less effort
Default Accounting Codes for Buy Items
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Public API Updates

We’ve made additions to the public API to return more data for Shipping, Receiving, and Purchase Orders. See developers.fulcrumpro.com/docs/changelog for details. Specifically, you can get more information about shipping methods for Shipping and Receiving, and see expected receive dates on Purchase Orders.

Public API Updates
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Use AI to generate BOMs from Drawings

One of the goals at Fulcrum currently is to increase the speed of users being able to add and edit BOM and Routings.  One of the ways that we’re doing that is to make importing BOMs from other systems and software more powerful.  

The first step we’re releasing to make that possible is import from PDF, you’ll now be able to drop a PDF or image of a drawing that contains BOM info into Fulcrum and we’ll use AI to parse the PDF looking for item and BOM information.

Some Tips for successful imports:

  1. When adding a BOM table to the drawing, make sure the headers of the table are on top (not bottom up)
  2. This currently works well for simple parts, a single page and a single Bill of Materials table.  Multi page documents will prefer to use the information on the first page, or possibly merge multiple tables together.
  3. Keep the Quantity column to just a single number e.g “10” vs “10 piece” or “10mm”

This feature is currently not available for ITAR sites.

Use AI to generate BOMs from Drawings
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API Updates

We added a new endpoint for overriding an inventory record’s quantity (API/inventory/override). You can view the documentation here. The request body requires an itemId, quantity, and lotId. Optionally, it accepts a note and a locationId.

API Updates
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Vendor Credits with QuickBooks Online

Integrations as a whole are crucial to our customer’s success but there is one type of integration that is front-and-center for all customers: accounting. Every dollar matters. We’ve been lacking a feature to accommodate vendor credits in the event that a purchased item is defective, missing, or maybe just an incorrect part.

This process has been made easier by enabling issues to be associated to a purchase order and turning those issues into cash via a vendor credit with the click of a button. This should provide seamless interaction between Fulcrum and your accounting system so you’re not scrambling to keep track of money you have that can be allocated to future purchases.

If you'd like to have Vendor Credits turned on for your site, reach out to your Launch or Account Manager.

Vendor Credits with QuickBooks Online
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Scheduling Improvements for In-Progress Jobs

We’ve made a change to how jobs that are in progress are being treated by the Scheduler. Previously, once a job was started the Scheduler would treat that started job as high priority, sometimes scheduling future operations on that job ahead of other jobs that were due sooner or were set to a high priority. With this change, in-progress jobs will now be scheduled according to the normal priority and due date rules.

Scheduling Improvements for In-Progress Jobs
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Updated Details in Job Tracking

The updated details tab in Job Tracking is leaving the beta testing stage and will be turned on for everyone! This update includes more details on the full routing sequence for the job, the ability for the user to update equipment from Job Tracking, increased visibility into associated NCRs and an overall facelift to improve clarity.

Updated Details in Job Tracking
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Improved Job Tracking Search

We’ve made some improvements to Job Tracking search. These changes will mean results are returned more quickly and will be more relevant. Now when you search, the results will only include operations that satisfy the search filters you’ve activated. In case the search doesn’t give you what you’re looking for, a new “Search All Records” button will allow you to dig deeper.

Improved Job Tracking Search
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Updates to Paperless Parts Integration

We’ve made several updates to the Paperless Parts integration:

  1. Materials Sync - This toggle existed in the integration configuration already, but it never really worked. Enabling this will push all Fulcrum Buy items to a custom table in Paperless Parts, with pricing information as well. This table is used in the standard integration for materials selection. It does a full sync nightly, and pushes item updates every hour. This should be on for all new Paperless integrations.
  2. Sync PO documents - If you’ve have uploaded a PO document to your Paperless quote, this document is added as an attachment to the SO created in Fulcrum.
  3. Smarter routing patch - Prior to this change, if an item existed in Fulcrum already but the routing information was different (order of operations, time estimates, etc), any existing information on the routing would be lost, such as instructions, as it essentially created a new routing. This change patches the operations to keep as much information as possible.
  4. In-App Notifications - Any sync errors will now appear in the Sales Order grid notifications, with better error messages, for customers to self-diagnose when something goes wrong.
  5. Notes - Now, Customer notes are appended to the customer, Internal Manufacturing Notes are applied to the Fulcrum line item, Internal Notes are applied to the Sales Order notes, etc.
  6. Drawing Duplicates - If you have nested BOMs frequently, you may get confused because the same drawing is attached to all layers of the BOM. There’s now a toggle in the integration configuration to only add drawings to the top level item. Thumbnails of subcomponents still pull through. This loses some visibility on subcomponents, but the gain is a cleaner job without multiple duplicate attachments showing up.
  7. Sales Rep - The Sales representative on the Paperless quote gets pulled into the Fulcrum side, matching on email.
Updates to Paperless Parts Integration
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