Product Updates

We've updated the jobs endpoint on the public API to show scheduler information.

The exact changes to the endpoints are as follows:

• Scheduled start time, scheduled end time, and scheduled equipment ID added to the job item-to-make operation List/Read endpoints
• Deprecated the status field in favor of statuses in the request body schema for job List endpoint so that more than 1 job status can be filtered for at a time. status is Scheduled for removal EOD 2023-10-31.
• Added the hasIncompleteOperations parameter in the request body schema to the job List endpoint to filter for jobs with incomplete operations.

Customers who want to access the schedule information exactly as seen on the schedule page can pass the following request body into the jobs list endpoint:

{ "statuses": ["scheduled", "inProgress"], "hasIncompleteOperations": true}

Previously if you synced a PO item receipt in QBD and then reverted it and received it again an error would occur because Quickbooks saw it as a duplicate receipt. Now for those on Quickbooks Desktop V3, reverted receipts are tracked, maintaining an accurate 1:1 relationship and eliminating the error.

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Syncing Shopify orders to Fulcrum has always been one and done. Recent changes to the integration enables syncing updates from Shopify to Fulcrum which are inclusive of refunds, removing line items, adding new line items, removing line items and updating line item prices/quantities. You can also enable syncing of cancellations/deletes. This can be turned on with a simple toggle on the Fulcrum integration page.

External references have been added all over sales orders so you can relate back a line item to their source system. This will allow users to write integrations into our environment with assurance they can equate line items from disparate systems.

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To eliminate confusion and save users time, we have released a new feature that allows you to check the source of the price on a Sales Order or Quote by hovering over an info icon located next to the Pricing header. All you have to do is hover over the icon to see the associated pricing information!

There are currently three variations of what the info icon will display when hovered on:

- The pricing came directly from the added item. (Review the Item's Sales tab)

- The pricing came from the operations (Review the Operations for the item)

- The pricing is custom. (The price was changed from its source of origin)

A note that if the item that was added does not have any pricing data associated with it, then the icon will not appear on the Pricing field on the Quote or Sales Order. Previously, there was no indication where the pricing data on a Sales Order or Quote was pulled from, leaving users having to guess or check other pricing sources.

When you create a PO from a job or an Outside Process PO is created for a Job, any matching custom fields from the Job will automatically copy over to the PO.

This feature makes operation associations visible on required Items to make it easier for our users to manage these associations.

This small update brings with it some performance improvements for the front end BOM editor that will make it less likely to freeze the browser on the largest of BOMs.

Users will now be able to update the job and operation a timer is associated with from the time management page. This is to make it easier to correct timers started for the wrong job/operation. Job costs will recalculate accordingly as with other time management adjustments.

Users will now be prevented from moving forward with a Sales Order or Quote to other statuses if the order or quote is in an invalid state. You’ll now receive a warning icon that outlines what fields need to be updated in order to make the quote or order valid and move it through to the proper status.

• What makes a Sales Order or Quote invalid?
• An item has a quantity <=0
• A price is negative
• A required custom field is not filled out

While these requirements were all present before, they were not spelled out or visible to users. This gives users full insights into what fields may be missing for quicker fixes.

With this update, you can control the size of the QR Code Size on Job labels by choosing how many pixels show.

We’ve decided to expand on some of the changes that we’ve previously made to the Item vendors. You can now save your vendor to the Item without having to save the page again.

Additionally, we’ve released a bug fix for the top navigation bar on the Items page, which was occasionally not working when users clicked on it.

To make it easier to pass on certifications, we’ve added the option to print certifications when shipping an order. A new "Certifications" button now appears next to "Pack List". This creates a PDF capturing certifications related to the sales order.

We now show the routing step number of an operation on the schedule. This can help those running the same operations on multiple steps of a job to easily see which card belongs to which routing step.

Now you can create multiple custom job labels. Admins can customize job label fields and font sizes, similar to the receiving label capabilities. To make updates, go to Business Setup > System Data > Labels.

The jobs, work orders and scheduler pages will now flag any jobs/WOs/operations missing required subcomponents with the material missing tag. When you hover over the tag, you will be able to see the list of missing materials. A job/WO/operation is tagged as missing materials when the quantity required less any quantity picked exceeds the quantity available in inventory (availability is based on stock inventory plus reserved inventory earmarked for the job).