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Product Updates

Weekly updates to Fulcrum, always included with your subscription.

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Print Routing Cost Breakdown

Clicking a routing cost opens a detailed breakdown—now with a dedicated Print button. No more messy browser prints—you’ll get a clean, formatted version of just the cost breakdown.

Print Routing Cost Breakdown
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Search Audit Logs Faster

Audit logs can get long—so we added a simple search bar to help. Just type in a term, and the log will filter down based on any matching details in the audit log fly-out.

Search Audit Logs Faster
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Get Notified When You’re @Mentioned

You can now get external notifications—email, Slack, or Teams—when you’re @mentioned in Fulcrum chat. Set this up globally in Edit Profile (bottom left), or by entity type on each grid. Choose "Auto subscribe to mentions" or "Chat @mentions only" to stay in the loop—without subscribing to everything else.

This is in the bottom left > Edit Profile.

Get Notified When You’re @Mentioned
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Remove ‘Custom’ Tag from Approved Jobs

The ‘Custom’ tag helps track jobs with unique routings separately, but sometimes it’s added by mistake or not needed. You can now remove this tag from approved or scheduled jobs by clicking Edit Job and unchecking the custom routing option.

Remove ‘Custom’ Tag from Approved Jobs
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Reporting Executive Dashboard

Now that the report builder has a full list of datasets, we’re able to use that data to provide dashboards.  The Executive Dashboard lives in Reporting > Report Builder and is intended to be a high level look into the business, which includes:

  • Throughput monthly
  • Total Inventory Cost
  • Average Monthly Margin (%)
  • Sales Forecast
  • On Time Delivery
 Reporting Executive Dashboard
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Reporting Project Wrap Up

Over the past several months, the team has been adding reports and datasets to the custom Reporting module in Fulcrum.  We’ll continue to perform touch-ups, but we wanted to provide a summary of the output from this project to have it all in one place for you all.  In addition to the prebuilt reports, datasets are now available for all of the following:

  • Detailed Job Cost Breakdowns
  • In Process Tracking
  • Inventory Detail
  • Invoice Detail
  • Job Activity by Operator
  • Job Data
  • NCRs and CAPAs
  • NCR and CAPA Impacts
  • Purchase Order Details
  • Purchased Goods Issue Reasons
  • Quote Detail
  • Sales Order Detail
  • Scheduled Job Activity
  • Scrap Detail
  • Shipping Detail
  • TimeClock
Reporting Project Wrap Up
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Design Updates

There are almost too many to list, but there were a bunch of nice updates to help make things clearer throughout the app.  To name a few:

  • Job Page
    • Better indication of editable materials
    • Clearer option to return picked material (as opposed to doing a negative pick)
    • Tooltip for Purchase Order button
    • Better indicators for build to stock vs build to order
  • Jobs Grid
    • Multi-select label printing
  • Purchase Orders
    • Add ‘required’ indicator on payment terms and accounting codes if you have an accounting integration
  • Job Tracking
    • Moved department dropdown to the main page so it’s easier to find
  • Customer Grid / Page
    • Add custom contacts to the grid
    • Search by customer contact
Design Updates
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Functional Change when Completing Last Operation

When the last operation of a job or assembly is closed, Fulcrum now auto-closes any open upstream steps—keeping data accurate and preventing double-counting.

Functional Change when Completing Last Operation
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Nest Planning - Adding Items to fill the Sheet

It’s not uncommon to nest parts on a sheet and have it not fill up the entire sheet of material.  For cases like this, you may want to add other parts to make sure you’re utilizing the entire sheet and avoiding drop.  If your nesting program returns additional parts to help maximize your material utilization, you can now easily add those to your nest in Fulcrum by creating a job directly from nesting.

Nest Planning - Adding Items to fill the Sheet
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QuickBooks Online Updates

QuickBooks Online is our most common integration, so we decided to add a few quality of life improvements.

  • The invoicing grid will now give visibility into whether or not a record has synced (PO grid to follow!)
  • The integration settings will now be able to pull customers, vendors, taxes, and accounting codes from QBO (this is mainly to expedite launch for new Fulcrum customers).
  • Increased specificity in error messages - both in terms of noting the exact line item causing the issue, and steps to resolve it.
  • Settings UI redesign to make it easier on the eyes.
QuickBooks Online Updates
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Filter Sales Order Grid by Customer

Thanks to some recent performance work, it became much cleaner and easier to filter the sales order grid by customer.

Filter Sales Order Grid by Customer
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PO Billed Price Updates - Full Release

Due to the complexity of updating inventory values, shipped goods costing, and job costing, the price of a line item had been fixed after receipt.  However, it’s not uncommon to get final pricing after receiving the item.  Fulcrum has been incrementally expanding the possibilities here, and is now doing a full release of this feature:

We’ve enhanced the ability to adjust billed amounts after a purchase order has been fully received. Previously, this functionality was limited to standard purchase orders that met specific criteria (such as no inventory usage or transfers).

With this week’s soft release, adjustments to billed amounts are now supported for all purchase order line items that have been received in full, including both standard and outside processing purchase orders. These updates will automatically adjust job costs and inventory values overnight.

If you’d like early access to this feature enhancement as part of the soft release, please reach out — we’d be happy to include you!

PO Billed Price Updates - Full Release
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Sales Order Grid Performance

We don’t have a ton of performance updates this week, but that’s because we’ve been heads down on getting off of our old infrastructure and completely onto SQL. This means we can finally optimize the application for this new data structure, which is exciting.  A nice first step here is rewriting the sales order grid.

In an effort to improve data consistency, we've refactored the sales order grid so that all data, including shipping and invoicing statuses, are calculated on demand from primary data sources.  Previously, we maintained a "cache" for faster lookups, and despite the effort we would expend to try and keep it updated, it would still occasionally go out of sync with the source records.  This is no longer necessary in SQL-world, so in addition to the consistency improvement, we will also be able to drop all of the background updates that were responsible for trying to keep this “cache” up to date – meaning more horsepower for running the app.

More to come!

Sales Order Grid Performance
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Barcodes on Packlists

To minimize human error when your customers receive your products, Fulcrum has added barcodes on packlists.  To enable it, head to Business Setup > PDFs & Email > Show Barcode setting > set to true. Then, enable it for any of your customers that want barcodes.  The customer-specific setting helps avoid a sudden change in communication and formatting with your customers.

With that on, the following fields will get converted into a 1D barcode:

  • Customer PO Number (if filled in)
  • Sales Order Number
  • Item Name
  • Quantity Shipped

Here’s a video overview of the setup and how it looks on the PDF.

Barcodes on Packlists
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End of Month WIP

Some accountants need to know their WIP at the end of the month for reporting purposes. However, if they missed downloading the WIP report on time, there was no way to retrieve that data retroactively. The new month-end WIP snapshots solve this problem - providing consistent, reliable historical data and freeing accountants from time-restricted tasks.  This report is available in Accounting > Reporting > Work In Progress.

End of Month WIP
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