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Product Updates

Weekly updates to Fulcrum, always included with your subscription.

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Public API: Richer Quote Lines and Item Edits

  • Quote part lines now return their price breaks, and can read and set their own lead time.
  • You can now change an existing item's Make/Buy.
Public API: Richer Quote Lines and Item Edits
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Archie Can Edit Time Entries

Archie can now create, update and delete time entries for everyone with permission to edit their own job clocks. Your permissions and the rules Archie follows are unchanged.

Archie Can Edit Time Entries
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Builder Pages Can Read PDFs

Builder pages can now open an uploaded PDF, like a customer purchase order (PO) or a parts list, show it on screen, and pull its text into a table you can review before creating anything in Fulcrum. Works with PDFs that contain real text, not scanned images.

Builder Pages Can Read PDFs
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Auto-Tag Runs When You Accept a Converted PDF

When you turn a PDF into a quality template under Quality → Templates, you no longer have to press Auto-Tag yourself. Click New Template, start from a PDF, and when you click Use this template, Fulcrum tags the fields for you, the same way it already does for Word uploads.

Quality Templates is part of Fulcrum Control. Using Control but don't see Templates under Quality? Reach out to our support team or your account manager.

Auto-Tag Runs When You Accept a Converted PDF
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More NCR Details in the Grid Download

The nonconformance report (NCR) grid's Excel download now includes Customer Impact Analysis Required and CAPA (corrective and preventive action) Required, so it covers every field in the Analysis panel.

More NCR Details in the Grid Download
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Archie Can Attach Files to a Routing Step

Archie can now attach an uploaded file to a routing step when it builds one for you.

Archie Can Attach Files to a Routing Step
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Archie Finds Raw-Material Items

Archie's item search now finds sheet, plate, bar and tube sizes, and marks remnants, so asking about a material by its exact name returns the right item. Archie also won't add a raw material as a bill of materials (BOM) input by mistake.

Archie Finds Raw-Material Items
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Archie Asks Before Changing a Routing or BOM

A routing or bill of materials (BOM) change becomes the template for every future job of that item. Archie now states what it will change and waits for your OK first.

Archie Asks Before Changing a Routing or BOM
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Packing Labels That List What's in Each Box

When a line shipped in more than one box, every box label listed every lot on the line, so you had to cross out the ones that weren't inside. Add the new {{boxPackingDetails}} variable to your packing label template, and each label lists only the lots, quantities and expiration dates packed in that box. Box labels also now print in box order. Templates you haven't changed print the same lots as before.

Packing Labels That List What's in Each Box
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Print Picked Lots on Job Labels

Your job page already shows which material lots were picked for a job. Now your labels can too. Add {{inputLots}} to a job label template in Label Settings to print the picked lot numbers. It works on job labels, subassembly labels and labels printed from Job Tracking.

Print Picked Lots on Job Labels
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Faster Purchase Order Saves

Saving a purchase order now updates only the jobs whose links actually changed, so saves on busy orders finish sooner and time out less often.

Faster Purchase Order Saves
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Public API Additions

  • Set a customer's tier when creating or updating customers.
  • Quote part lines can take their own price breaks.
  • A part line's pricing scheme keeps a price you send.
  • Sales order reads show who created the order.
  • A new call lists active job-tracking alerts.
Public API Additions
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Archie Builder Runs on Our Newest AI Model

Builder now writes and edits your pages with our newest AI model. Large page edits, like combining several pages into one, also stream as they're written. They no longer stop partway with "An unexpected error occurred."

Archie Builder Runs on Our Newest AI Model
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Update Outside-Processing Lead Days on a Job That's Already Running

Vendor running behind on anodize for Job 1234? Ask Archie to change the lead days on that job's outside-processing step. It shows you the change before saving, then updates the job's schedule and outside-processing planning and logs the change on the job. Custom pages built with Archie Builder can edit lead days too, so you can build your own lead-time review page.

This works one job at a time. It doesn't change the vendor's default lead time or the item's routing, so jobs you create later aren't affected. Jobs that are complete, cancelled, or have an active work order on that step can't be changed.

Update Outside-Processing Lead Days on a Job That's Already Running
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Archie Remembers an Attached PDF or Image on the Next Message

Archie keeps an attached PDF or image in view when you confirm on your next message.

Rolling out over the next few weeks. If you don't see it yet, it's coming.

Archie Remembers an Attached PDF or Image on the Next Message
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