Product Updates

Integrations as a whole are crucial to our customer’s success but there is one type of integration that is front-and-center for all customers: accounting. Every dollar matters. We’ve been lacking a feature to accommodate vendor credits in the event that a purchased item is defective, missing, or maybe just an incorrect part.

This process has been made easier by enabling issues to be associated to a purchase order and turning those issues into cash via a vendor credit with the click of a button. This should provide seamless interaction between Fulcrum and your accounting system so you’re not scrambling to keep track of money you have that can be allocated to future purchases.

If you'd like to have Vendor Credits turned on for your site, reach out to your Launch or Account Manager.

We added a new endpoint for overriding an inventory record’s quantity (API/inventory/override). You can view the documentation here. The request body requires an itemId, quantity, and lotId. Optionally, it accepts a note and a locationId.

We’ve made a change to how jobs that are in progress are being treated by the Scheduler. Previously, once a job was started the Scheduler would treat that started job as high priority, sometimes scheduling future operations on that job ahead of other jobs that were due sooner or were set to a high priority. With this change, in-progress jobs will now be scheduled according to the normal priority and due date rules.

The updated details tab in Job Tracking is leaving the beta testing stage and will be turned on for everyone! This update includes more details on the full routing sequence for the job, the ability for the user to update equipment from Job Tracking, increased visibility into associated NCRs and an overall facelift to improve clarity.

We’ve made some improvements to Job Tracking search. These changes will mean results are returned more quickly and will be more relevant. Now when you search, the results will only include operations that satisfy the search filters you’ve activated. In case the search doesn’t give you what you’re looking for, a new “Search All Records” button will allow you to dig deeper.

We’ve made several updates to the Paperless Parts integration:

1. Materials Sync - This toggle existed in the integration configuration already, but it never really worked. Enabling this will push all Fulcrum Buy items to a custom table in Paperless Parts, with pricing information as well. This table is used in the standard integration for materials selection. It does a full sync nightly, and pushes item updates every hour. This should be on for all new Paperless integrations.
2. Sync PO documents - If you’ve have uploaded a PO document to your Paperless quote, this document is added as an attachment to the SO created in Fulcrum.
3. Smarter routing patch - Prior to this change, if an item existed in Fulcrum already but the routing information was different (order of operations, time estimates, etc), any existing information on the routing would be lost, such as instructions, as it essentially created a new routing. This change patches the operations to keep as much information as possible.
4. In-App Notifications - Any sync errors will now appear in the Sales Order grid notifications, with better error messages, for customers to self-diagnose when something goes wrong.
5. Notes - Now, Customer notes are appended to the customer, Internal Manufacturing Notes are applied to the Fulcrum line item, Internal Notes are applied to the Sales Order notes, etc.
6. Drawing Duplicates - If you have nested BOMs frequently, you may get confused because the same drawing is attached to all layers of the BOM. There’s now a toggle in the integration configuration to only add drawings to the top level item. Thumbnails of subcomponents still pull through. This loses some visibility on subcomponents, but the gain is a cleaner job without multiple duplicate attachments showing up.
7. Sales Rep - The Sales representative on the Paperless quote gets pulled into the Fulcrum side, matching on email.

Sometimes you're updating inventory in the app via stock take and it stops midway because some update fails — It can be a real headache, not knowing exactly what the issue is, what got messed up because of it, and having to restart the stock take. This enhancement is designed to improve that experience!

If there's an issue while you're updating an item's stock, a modal will now appear informing you what happened, letting you know what went wrong and why. Plus, it'll fill you in on any other changes that didn't go through because of the error, ensuring you have full visibility into the process. In the modal, you have the option to continue with your stock take or cancel to fix things. We hope this makes managing your inventory a breeze and a lot less frustrating!

These updates were aimed at making certain data accessible in bulk, as opposed to for a single record ID per call. The following fields have been added to these existing data pulls:

Receipts List

Include Receipt Lines - Data about the items on the receipt needed to be queried with a separate pull. This let's you get multiple results of both receipt info and the line items on that receipt.

Items

• Include Vendor Data (List Only) - This allows you to get vendor info, including price and lead time, when getting a list of items.
• Custom Fields
• Minimum Stock On Hand
• CategoryId
• Usage Data (List Only)  - This is the same as the "usage" tab on an item. Basically, where does this item show up in a BOM?

Vendors List

Include Addresses

‍
To see other changes to Fulcrum's API, visit https://developers.fulcrumpro.com/docs/ChangeLog.

Continuing our Job Tracker experience updates, we’ve cleaned up the layout of the Details tab. This update is in anticipation of added functionality to the Details tab coming soon.

Whether it's a maintenance issue or an operator in need of assistance, cutting down the time between needing help and getting it keeps everything on track. Alerts let the right people know there’s a problem immediately.

Here’s how it works:

• Operator triggers an alert from the Chat window in the Job Tracker.
• Anyone with ”Receive Alerts From Job Tracking” permission receives this alert as a Real Time Notification. The alert message is also appended to the contents of the chat window.
• Open alerts can be viewed from the Real Time Operations view in Live > Real Time
• Operations where you can filter live operations by an Active Alerts KPI.
• Alerts can be resolved in the Chat window in the Job Tracker. Once an alert is resolved, an Alert Cleared message is appended to the Chat window.

Configure Alerts:
Alert types are configurable in  Business Setup > System Data > Job Tracking Setup. This feature automatically starts with two preset Alerts: a Maintenance Alert and a Help Request Alert. You can customize Alerts or add/delete Alert presets as you see fit.

Receiving Alerts:
Anyone with the ”Receive Alerts From Job Tracking” permission will receive alerts.

Fulcrum now supports continuous flow on outside processing operations, allowing you to ship partials as they are completed by previous operations.

Certification Attachments are now always visible in Receiving. This makes it easier for the user to know what certifications they have uploaded. Additionally, the permissions around certifications are now applied to the certification attachments in Receiving.

You can now disable the Job Tracking PIN login. Instead of using the PIN login, users can log in with their email address and password as usual. This is helpful for customers leveraging multi-factor authentication or those who simply don't require the PIN login process in Job Tracking.

To make this change, navigate to System Data > Job Tracking Setup > Disable PIN login for Job Tracking.

We’ve made some tweaks to Purchasing Planning to make it easier to understand:

• The “End Date” filter is now called “Order by Date.” This filter shows the items that need to be ordered by that day so can be received in time for the job. This accounts for vendor lead time.
• The On Hand Supply graph will now chart the decrements based off the scheduled start time instead of the “order by date”. The receiving changes will stay based on the PO expected receive date.
• We've added tooltips to explain how order dates are calculated and what the Expected On Hand Supply graph is based on.

You can now upload quotes and quote line items via Data Imports! The workflow is the same as other imports:

1. Download the quotes template from the “references” section
2. Add/update quotes and line items
3. Upload the file and address any errors/warnings