Product Updates

We've expanded bulk uploads to make managing Customer Tiers easier with this template. Now, you can:

• Add new Customer Tiers in bulk
• Perform bulk updates and set customer associations for Customer Tiers
• Set or update item pricing for Customer Tiers

You can find this template in Business Setup > Data Imports > References.

Through these downloads, you will now have access to pricing and BOM & Routing data in your Fulcrum site as well as the ability to add, delete, and change data points in bulk.

Pricing:

• Download all pricing data for make and buy items
• Delete price breaks
• Change price break quantities, ($) amount, margin, calculation basis and currency
• Add price breaks for new customers/vendors (also available the items template)

BOM:

• Download all BOM data
• Delete materials associated with items
• Change the material, the operation it is associated with and the amount required
• Add new materials to an item (also available the items template)

Routings:

• Download all routing data
• Delete routing steps
• Change the order of routing steps
• Swap the operation and/or equipment and update the setup/labor/machine time estimates
• Add new materials to an item (also available the items template)

You can find these data downloads in Business Setup > Data Imports > Data Downloads. Further instructions are included in each of the downloads.

When tracking quality, you want a record of which parts in the run are within and out of tolerance. Previously, Job Tracking limited users from marking an operation “complete” until they fixed any parts marked “out of tolerance.” While this makes sense for some use cases, some operations may need to be completed regardless of whether they reworked the part.We’ve added a new field to In Process Tracking called “Allow out of tolerance completion” that allows for operation completion even when a part is marked “out of tolerance.” This is set on an operation-to-operation basis in the BOM and routing editor and appears when an In-Process Field is marked “Required.”

The Autoschedule is now connected to progress data from Job Tracking, making the schedule more accurate.

Here's what changed:

• Operations scheduled in the past will be rescheduled to the present.
• Running and paused operations will be given priority on the equipment.
• If an operation scheduled for tomorrow is started today, the scheduler will move it up to the top.
• Since the Scheduler dictates the order of operations in Job Tracking, these changes will also apply to Job Tracking.

This functionally is not available when drag-and-drop is being used because drag-and-drop locks operations in to start on a specific date.

Introducing the new Job Tracking dashboard, redesigned to increase clarity and ease of use. This update features a new navigation tab bar for clear separation of operations by status, and a feature where recently viewed operations and searches appear when you click on the search bar. The enhanced omnisearch now filters operations by department, operation, and equipment.

The new operation card includes the ability to start/stop timers for jobs, removes the progress bar in favor of a total operation time timer, adds information about the previous operation and its status, and includes an 'Open NCR' tag. Users can set a default department, streamlining the process for operators who typically don't switch departments during their day. On mobile, a profile view has been added for functions like pausing timers, editing, viewing in-progress operations, department selection, and logout.

We've simplified the interface by removing filters and preset filters, reducing clutter and confusion from the previous implementation. The operation card has also been streamlined to add focus to what’s important. These improvements are designed to make Job Tracking more intuitive and efficient for everyone.

We have made improvements to our pick screen to simplify the picking process for operators. Notable changes include displaying suggested picks with detailed lot and location information by default, introducing a 'Select Lots' button for selecting multiple lots, and adding a 'Missing Materials' button for unavailable picks. The inventory is now prioritized based on job requirement, age, and quantity. To enhance clarity and efficiency, we have removed the 'items to make' input, reducing confusion and clutter for operators.

Now you can split operations from the work order creation page allowing for better clarity when using nesting software! When you split an operation, it allows you to divide the work into multiple parts — taking one operation and turning it into as many as you need to get that job done.  Simply tell the work order page how much you want to include and the work order will do the split for you. The part you want to nest is added to the work order and the remaining is still available to be worked as a standard operation or added to its own work order operation.

Here are the step to take advantage of this feature enhancement: 


1. Make sure your operation is set to “can be split”.
2. Assign material to the operation you’d like to split.
3. When the sales order has been entered, move it to “In Progress”, and jobs created.  Head to Production - Work Orders and create a new Work Order.
4. Identify the operations you would like to group per your nest.
5. Select the operations to add them to the work order, than adjust the quantity from each job you would like to split from that original job onto the work order. Name the work order and select “Create Work Order.”
6. You can now select the same operations for the remainder of the original job quantity to group on a separate work order for a different nest.From this point you will notice a few things. The operations at the job level will be split out based on how it was separated during the work order creation workflow.
7. The quantity per operation should also correspond to the number added to each work order.
8. As the work orders are completed, that split operation will be shown as complete at the job level and can be moved on through the remainder of the process.

Users will now be able to specify date ranges for the Job Cost download on the Jobs Grid and the Cost of Goods Sold download in Accounting Reports.

The updated BigCommerce integration now includes a feature that lets you select a specific status to initiate synchronization with Fulcrum. This functionality is especially beneficial for those who do not receive payment instantly upon order placement.

The third of three new shipping downloads, the Backlog is a download of all sales order items that have yet to ship. The download includes a shipping backlog tab with one row per open line item and all the details as well as summary tabs by day, week, month, and customer that give the quantity and net value still to ship.

Previously, it took several clicks to open the routing and add or adjust required items. It was clunky and easy to make mistakes.

We’ve added a new feature that lets you associate items to operations, right inside the BOM & Routing editor. This lets you:

• (A) Add an operation association directly from the BOM.
• (B) Unlink an item from an operation.
• Add an item to the BOM, go into the routing, and see those items listed as options to set as required for an operation.

We’ve also made updates to establish closer connections between items and operations.

Previously, you could end up in a situation where the BOM and required items for the operation did not match. If you delete an item from the BOM, the item will delete from the required items within the routing as well (and vice versa).

(C) We’ve added an indicator for the operation an item is associated with to make this connection clear and help avoid this mistake.

The new On Time Ship download includes a raw data tab and additional summary tabs by day, week, month, and customer. It includes all part line items due to ship January 1, 2022 or later. The on-time percentage metric is based on the value of the items to ship.The Historical Data Shipping download includes a raw data tab of historical shipping info, with one row per line item on a shipment, including Customer Item Number, Order Date, and Delivery Due Date.

Join Marketing Manager Carolyn Ring to see what's new in Fulcrum.

Error messages that are related to Sales Order/Purchase Order receiving records will now be visible on:

• the parent record (the SO/PO affected)
• the receiving grid itself
• on the PO grid listing.

Previously, in some cases, there were errors that showed on the integration configuration page but not on the associated record. This update should help call-out integration notifications/warnings related to receiving(s) without having to go to the Sync Warnings on the integration configuration page.

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You can now search operations and materials on the Job Details page! This update is especially helpful if you have large BOM & routings. Operation search will filter on:

• Item to make name & description
• Operation name
• Equipment name (includes equipment, multiple equipment, and scheduled equipment, which all influence the value you see in that field)

Additional usability improvements to this page:

• You can now navigate to items from the operation and materials wherever you see them
• Clicking on notes will auto-expand the operation panel (previously, this took two clicks)