Product Updates

Integrations get several new details to work with: when each job was last changed (for syncing only what changed), the job on each job activity report row, who created items and inventory transactions, when shipments were created and where receipt lines were received, which parent each item to make feeds, and how much of each required item an operation needs and has picked. Jobs can also be listed by work order.

Integrations can now set or refresh the salesperson on a sales order, as they already could on customers and quotes.

Integrations and Builder pages can now correct a timer's start and stop time. The original times are kept for the audit trail. This currently applies to labor timers only.

Apps that sign in to Fulcrum on a user's behalf can now reorder a quote's part lines, as long as that user may edit quotes.

Integrations can now commit a staged purchase order receipt, the same as the receive screen, with an optional invoice number. A retry is refused rather than posted twice.

Integrations can now edit a part line on an ordered or paid purchase order, including one already received, with the same rules as the purchase order page.

Admins can now change security settings, such as multi-factor sign-in and session timeouts, with your company's API key, as well as read them.

Integrations can now reopen a completed job, the same as the Reopen action on the job page. It reports how many finished goods went back and how many stayed in stock.

An AI assistant connected through Fulcrum's MCP server can now find corrective and preventive actions (CAPAs) by status, type, cause, linked nonconformance report (NCR), due date or overdue, and open one to read its problem, root cause, corrective action and tasks.

Ask an AI assistant connected through Fulcrum's MCP server "who adjusted the stock on this item?" and it can now answer with the person who recorded each transaction, and who overrode the quantity or value, if someone did.

An AI assistant connected through Fulcrum's MCP server can now read the written instructions on each routing step and job operation. Ask it to build a traveler or summarize a job's steps, and it uses your real instructions instead of making them up.

Builder pages can now link straight to the receiving screen for a sales order or purchase order, which is handy for returns and customer-supplied material.

Certificates often need to say when a specific step, such as final inspection, was completed, and who signed it off. Templates can now print Operation Completed Date and Operation Completed By for one routing step you pick while you build the template. The completed-by choice also lets you pick the operation when the document is generated instead.

Starting a new quality template now opens a card grid: drag in your own file to build from, or pick a starter template. Each starter has a preview you can open before you choose it.

The Quality Templates library now has filters for customer, dates and creator, sortable columns, created-by and date columns, and a Rows / Cards view switch. Thumbnails show more of each document, and Excel templates now get one too instead of a blank placeholder.