Product Updates

When you pick a buy item, we split the quantity across jobs and make separate pick transactions. However, that approach doesn’t work for material items because materials are consumed in whole units; we don’t want fractional picks showing up in inventory.

Previously, there wasn’t a clean way to both avoid decimals in inventory and allocate cost distribution of the material items with high precision.

This update fixes that. Material items will now be picked once to the work order, creating a single clean pick transaction. During job costing, the system will automatically allocate that pick’s value across jobs based on each job’s bounding box for that material.

_{Add/Remove Buy Items}

Buy items can now be fully managed within a Work Order. You can add and remove buy items, edit their required quantities, and manage their associations to jobs. All modifications made to buy items flow back to the job, ensuring consistency between the Work Order and the job’s configuration.

_{Add/Edit/Remove/Pick Materials}

Work Orders now provide expanded control over materials and material items. You can add or remove sheet-sized material items, view and update pick quantities, and make adjustments while the Work Order is in Needs Review status. These changes apply only to the Work Order and do not affect the Job BoM.

• Material and Material Item Bounding Box Updates - Editing a bounding box on the Work Order now updates the corresponding bounding box on the Job.
• Full Sheet Costing Conversion - When a Work Order is created, any material in the job that uses a full sheet costing estimate is automatically converted to usage based.

_{Job Logs for Work Order Changes}

Job Logs have been added to track updates made through the Work Order, including changes to required items and buy items, providing a clear record of modifications.

_{Work Order Audit Logs}

Changes made through the Work Order are now logged where possible to provide visibility into updates

A sprinkling of import / export updates

• Customer / Vendor Contacts - “Include on Email” fields
• Bill of Materials - includes “IsArchived” for child and parent items for visibility
• Items - classes and chart of accounts
• [New] Material Feed Rates - you can now import your material feed rates to your equipment to help calculate operation times on your nests.

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Previously, the way demand planning worked is that whenever something changed that impacted demand, Fulcrum would run an update to that information and recalculate the new demand. This meant there was a delay between the update itself and what showed in demand planning, and required a complex calculation for every change.

Now that Fulcrum uses SQL, the data in demand planning can be efficiently calculated live - no more waiting for the calculations to refresh!

If you complete a job at the wrong quantity, you can now edit it directly on the job. This also applies and relevant downstream cost changes!

This is an extension of the existing Landed Costs beta.

As part of the landed costs feature, taxes are now included in inventory upon receiving when the "Apply to Landed Costs" option is selected on the tax code setup. This setting is enabled at the site level in Business Setup > System Data > General (Taxes). This can also be toggled on the individual purchase order tax line - doing so only modifies setting for the individual purchase order.

Here's a video on the including taxes in landed costs.

Additionally, shipping costs on standalone fee-only purchase orders (and any other fees on fee-only purchase orders) can now be applied to inventory via this Link Purchase Order button. Each fee can be linked to a single purchase order. Additional fees on the same fee-only purchase order can be linked to other purchase orders.

Here's a video on applying a fee-only PO to other POs.

Previously, if a job was missing material, then every operation for that job would show the ‘missing material’ flag on the schedule page. However, this overstated the issue, since material could be associated to a specific operation - i.e. not every operation is missing material, only the ones that need it. Now, if material won’t be available, and is associated to a specific operation, then only that operation will be tagged as ‘missing material’.

When nesting multiple different items onto a sheet of material, a lot of math goes into deciding how many sheets to buy, and how many parts you can make from the different pieces and dimensions you have on hand. This update, in short, optimizes the algorithm to maximize what you can make from existing pieces, and minimize how much you would need to buy to produce the parts.

When on the Items & Inventory > Materials grid - clicking the calculator will show a component that will display the density we store for that material and enable users to do any quick calculations needed to help them purchase by weight.

You can now update the Expected Receive Date and Promise Date on Purchase Orders via API using either the PUT or PATCH endpoint:

https://developers.fulcrumpro.com/api-schema#tag/Purchase-Order/operation/PatchPurchaseOrder

The lines data when creating a receipt now takes a lotNumber. If that lotNumber exists, it’ll use the existing lot on that item, if it doesn’t it’ll create the lot during the receiving.

https://developers.fulcrumpro.com/api-schema#tag/Purchase-Order/operation/PatchPurchaseOrder

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To keep things clean and performant, our system automatically deletes empty lots once all inventory has been removed. However, this caused an unintended side effect — when users tried to return materials that were originally picked from a now-deleted lot, that lot no longer appeared in Job Tracking. As a result, users had to post returns without a lot assigned, leading to inventory inaccuracies and incorrect job costing (often defaulting to $0 values).

With this release, we’ve enhanced the logic so that empty, deleted lots will now appear in Job Tracking whenever the user previously picked inventory from that lot for the same item. If a return is posted to a deleted lot, the system will automatically reactivate that lot to ensure both inventory balances and job costing values remain accurate.

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In Process Tracking checkpoints are a cool way to digitally capture quality data in Fulcrum, live. However, most people don’t have well structured data to import into Fulcrum during their onboarding, so it usually gets added later on. When added, it’s common for people to add default checkpoints by adding them Business Setup > System Data > Operations. But adding them didn’t impact items that already had that operation, only when that operation was newly added.

Now, after editing your default operations setup, you can click the “Apply IPT Changes to Items” to update all items that have that operation!

In this update, we’ve added the ability to switch material items back to fixed quantity mode. This gives you the flexibility to use scaling when needed, while still allowing for direct control over pick values. To use this option, simply click the ‘lock’ to edit the pick quantity. Once adjusted, the quantity will operate as a fixed value rather than scaling with the bounding box.

This update will be available to all customers who currently have the “Scale Material Items on BOM” feature enabled. We’ll begin rolling it out to all materials users next week.

There’s a new public API endpoint for attaching certifications. It works for PO receipts, sales order receipts (customer supplied), and attaching directly to lots.

For example, to attach directly to an item lot, (in addition to the file) use the below image. Note that because you’re supplying the specific receipt line, Fulcrum can automatically identify the related lot.

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If you accidentally enter the wrong completed quantity on a job, you can correct it directly from the Job page.

1. Scroll down to the Operations section.
2. Click the ✏️ pencil icon next to the item you want to update.

This opens a window showing the related inventory transactions for that item. When you update the completed quantity, both inventory quantities and cost values are automatically adjusted.

Example: Suppose you completed a subcomponent job and entered the wrong quantity:

• Before correction
  • Reported: 10 units completed at $15 each → $150 total.
  • 8 units were picked to a parent item ($120), leaving 2 units in inventory ($30).
  • The finished good shipped with a total cost of $200, which included $120 from the subcomponent.
• After correction (actual = 15 units)
  • The same $150 total cost is now spread across 15 units → $10 each.
  • 15 units are added to inventory at $10 each → still $150 total.
  • 8 units picked to the parent are re-valued at $10 each → $80 total (a $40 decrease).
  • The finished good’s value also decreases by $40, which carries forward to the shipment cost.
  • You now have 7 units in inventory (instead of 2), worth $70 total.

❗Note — this feature requires the Roll Forward Job Cost Changes setting to be enabled. It works by retroactively updating both the quantity and cost of previously completed inventory. If you can edit the Actual Qty but don’t see all the related inventory transactions, check your Inventory Adjustment Cutoff window in Items & Inventory Settings. Only transactions within the adjustment window are available to edit.