History
4/23/2026
- Added v2 Material Get, Material-Vendor List, Material-Vendor Create, and Material-Vendor Update endpoints that accept identifiers in the request body instead of the URL path. The original path-based endpoints are now marked obsolete; prefer the v2 variants when material identifiers may contain reserved URL characters such as
/.
4/12/2026
- Added Item Can-Make endpoint returning
canMakeFromOnHandandcanMakeFromAvailablefor make items. - Added
earliestScheduledStartUtcto Job Create, Job Get, and Job Update.
4/10/2026
- Added support for
customFieldson Customer Create, Customer Patch, and Customer Update. This is an addition-only change — existing payloads continue to work unchanged.
4/6/2026
- Added
productionDueDateto Sales Order Get.
3/24/2026
- Fixed Item Routing Operation Batch to apply
inputMaterialIdsassociation and validation to existing routing steps, not just newly created ones.
3/5/2026
- Added Tax Allocations endpoint for purchase order part line items.
- Added Tax Allocations endpoint for purchase order line items.
- Added Tax Allocations endpoint for purchase order fee line items.
- Added Tax Allocations endpoint for purchase order outside-processing line items.
3/2/2026
- Added Job Item-To-Make Operation Items Required endpoint.
- Added Job Item-To-Make Operation Materials Required endpoint.
2/24/2026
- Added
createdFromQuoteIdto Sales Order Get and Sales Order List so consumers can resolve a sales order's originating quote without scanning the full quote list.
2/21/2026
- Removed operation references from cost-breakdown lines and timers. Cost breakdown lines now expose a flat
referenceIdandreferenceNameinstead of a nested operation object. Affects all endpoints that return Cost Breakdown data.
2/18/2026
- Purchase Order Part Line Item Patch now bypasses status validation when only
externalReferences,promiseDate, orreceiveByDateare being modified, matching the existing behavior on the parent purchase order.
2/13/2026
- Added back public API mapping for material grid query parameters on Material List.
2/12/2026
- Dereferenced item and location on Inventory Transactions List. The transaction response now exposes the related item and location identifiers directly instead of through a nested reference object.
2/10/2026
- Removed the
modificationsfield fromMaterialShapeDto(affects Material List and Material Get). The field has been unpopulated since the v3 material schema rolled out; usetype,spec,subspec, andfinishinstead.
2/9/2026
- Added
discountAmount(calculated total) to discount line items on invoices, sales orders, and purchase orders. Affects Invoice, Sales Order, and Purchase Order endpoints that surface discount lines. - Added
enableRemnantSyncto Item Get and Item List so ProNest integrations can opt items in or out of remnant sync.
2/4/2026
- Added certification support to attachments on receiving line items. See Certification Attachment Create.
2/3/2026
- Item Routing Input Item Update now keeps the routing-step input item association in sync when an input item is bound directly to a routing step.
2/2/2026
- Added Tax Rate Create endpoint.
- Added Tax Rate Update endpoint.
1/26/2026
- Reshaped the NCR DTO: split impact information into a dedicated
impactobject, expandeddepartmentinto a fullReferenceDtowith id, and added user-reference mappings. Existing fields remain available; consumers readingimpact*fields directly should migrate to the nestedimpactobject.
1/23/2026
- Item Create no longer forces
lotTrackingUsagetofalsewhen omitted; system settings are used for the default instead.
1/22/2026
- Added
notesto Item-Vendor Create, Item-Vendor Get, and Item-Vendor Update.
1/19/2026
- Consolidated routing-step creation logic across Item Routing Operation Create, Item Routing Operation Batch, Job Full Routing Operation Create, Quote Part Line Item Full Routing Operation Create, and Sales Order Part Line Item Full Routing Operation Create. The Batch endpoint now applies the same input-material association rules as the single-create endpoint.
- Added
materialIdsexposure to Operation Get.
1/15/2026
- Removed the spurious length restriction on
inputMaterialIdsin Item Routing Operation Create.
1/2/2026
- Added
attachMaterialsToOperationstoggle to Operation Create for Paperless Parts integrations that need to attach nestable materials to operations on creation. - Fixed quantity validation on invoice line item refunds — zero quantities now reject up front. Affects Invoice Line Item endpoints.
12/18/2025
- Added
vendorOrderNumber,vendorPartNumber, and additional bypass-validation fields to Purchase Order Outside Processing Line Item Patch.
12/15/2025
- Replaced
outsideProcessingTimewithoutsideProcessingCoston operation DTOs returned and accepted by Operation Create, Operation Get, and the operation entries inside item-routing endpoints. Consumers usingoutsideProcessingTimefor outside-processing operations must migrate.
12/12/2025
- Added unit specifiers (
widthUnit,heightUnit,lengthUnit,thicknessUnit) to Material Activate so metric and imperial materials can be created without ambiguity.
12/2/2025
- Added Inventory Event Get endpoint.
- Added Inventory Event List endpoint.
- Added Inventory Event Details Get, Inventory Event Details Patch, and Inventory Event Details Update endpoints for setting external references on inventory events without modifying the events themselves.
11/26/2025
- Item Routing Operation Create and Item Routing Operation Batch now respect explicit routing times when supplied in the payload, falling back to operation defaults only when omitted.
11/19/2025
- Added
notesToCustomerto Quote Create, Quote Get, Quote Patch, and Quote Update.
11/12/2025
- Added
promiseDateandexpectedReceiveDateto Purchase Order Part Line Item create/get/list/patch/update endpoints. - Added
promiseDateandexpectedReceiveDateto Purchase Order Outside Processing Line Item create/get/list/patch/update endpoints.
11/6/2025
- Item Routing Operation Create now applies operation default routing times when none are provided in the request payload.
10/24/2025
- Restructured Item-Vendor List to return the full vendor resource (including price-break information) rather than the base item shape only.
10/21/2025
- Added Sales Order Part Line Item Cost Breakdown endpoint.
- Added Quote Part Line Item Cost Breakdown endpoint.
- Added Job Item-To-Make Cost Breakdown endpoint.
- Added
includeCostBreakdownquery parameter to Sales Order Part Line Item Get, Sales Order Part Line Item List, Quote Part Line Item Get, Quote Part Line Item List, Job Item-To-Make Get, and Job Item-To-Make List.
10/20/2025
- Added
categoryId,isSingleUse, andisLotTrackedto Item Create, Item Get, Item Update, and Item Patch. - Added
instructionsto Item Routing Operation List and Item Routing Operation Update. - Added
customerDetailsto Item Get and Item List V2, and expandedvendorDetailsto include price breaks. SetincludeCustomerData=trueon the list endpoint to opt in. - Added
createdBeforeUtc,createdAfterUtc,modifiedBeforeUtc, andmodifiedAfterUtcfilters to Sales Order List.
10/17/2025
- Added
internalNotesto Job Get.
10/15/2025
- Fixed full-routing IPT creation on jobs, quote part line items, and sales-order part line items so the IPT field-type reference is populated correctly. Affects Job Full Routing IPT Create, Quote Part Line Item Full Routing IPT Create, and Sales Order Part Line Item Full Routing IPT Create.
10/9/2025
- Job Create now routes sales-order-based job creation through the full sales-order job-creation pipeline so all ancillary data is gathered correctly when supplying
salesOrderIdandsalesOrderLineItemId.
10/8/2025
- Added a number of fields to Sales Order Get and Sales Order Part Line Item endpoints, including a
useV3Shippingindicator on the sales order. - Added
expectedReceiveDateandpromiseDateto Purchase Order Update and Purchase Order Patch; addedpromiseDateto Purchase Order Get. - Inventory Receive now accepts
machineValue,laborValue,materialValue, andoutsideProcessingvaluations, and accepts eitherlotNumberorlotId(creating the lot if the supplied number doesn't exist).
10/1/2025
- Added Certification Attachment Create endpoint for uploading certifications against receiving line items and items.
- Tightened Attachment Create and Remote Attachment Create to always treat attachments as
Standard. TheattachmentTypefield has been removed from the request — use the new certification endpoint for certification uploads. The accepted owner-type set has also been narrowed (e.g.InventoryLotis now reserved to certifications).
9/24/2025
- Added Timer Patch endpoint.
- Added Timer Update endpoint. (Currently scoped to
externalReferencesupdates only.) - Added Job Tracking Timer List endpoint as a dedicated job-tracking-scoped timer listing alongside the general Timer List.
9/23/2025
- Expanded Attachment Create and Remote Attachment Create to accept
PurchaseOrderReceivingandSalesOrderReceivingas owner types.
9/19/2025
- Added contact information to Sales Order Get and Sales Order List.
- Added
buildToOrderandbuildToStockto Item Create, Item Get, Item Update, and Item Patch.
9/17/2025
- Added
sentDateto Sales Order Get (null until the order moves past Approved).
9/12/2025
- Added Add additional quantity completed to a job operation endpoint.
5/25/2025
- Added deposit fields to Sales Order Create
- Added deposit information to Sales Order List and Sales Order Get
5/21/2025
- Added option to search by modifiedAfterUtc on Customer List.
- Added option to search by modifiedAfterUtc on Quote List.
- Added accountingDetails to all line item and item endpoints. This currently only contains the classId with planned further expansion.
- Add Item Class List endpoint for searching item class definitions.
- Add Item Class Get endpoint.
5/14/2025
- Add Custom Field List endpoint for searching custom field definitions.
- Add Custom Field Get endpoint.
- Add Customer Tier List endpoint for searching customer tier definitions.
- Add Customer Tier Get endpoint.
- Added customerTierId to Customer List and Customer Get.
- Added customerTiers information to Item List and Item Get.
5/6/2025
- Added packingDetails to Customer List.
- Added customerName and scheduledEquipmentName to JobTracking Get.
- Added materialDetails to Item List and Item Get.
4/18/2025
- Added hasCustomerPortal indicator to Customer List and Customer Get.
- Added externalReferences and weight to Items.
- Added workOrderId to Job List and Job Get and operations endpoints.
4/8/2025
- Adds Time Clock Endpoints to enable Time Clock Integrations. This includes the following:
- A Clock In endpoint.
- A Clock Out endpoint.
- A List Timers endpoint.
- Added currencyCode to Vendor List and Vendor Get.
- Add various FullRouting endpoints.
3/27/2025
- Added Material Vendor.
3/17/2025
- Added dateOriginal and dateOverride to Receipt List and Receipt Get.
2/26/2025
- Added vendorNote information to multiple endpoints.
2/21/2025
1/16/2025
- Added option to search by email on Customer List.
- Added time basis values on operations.
1/3/2025
- Add CAPA List endpoint.
12/17/2024
- Added invoiceNumber to Receipt List when retrieving a receipt.
- Added invoiceNumber to Receipt Get when searching receipts.
- Added externalReferences to V3 Shipment objects Shipment List and Shipment Get
- Added address, shippedDate, shippedDateOverride, and shippingCost to Shipment Update.
- Added isTaxable to Item Create and Item Update
- Added sourceType, relatedEntityType, and relatedEntityId as filter parameters for [Inventory Transactions List](/api-schema#tag/Inventory-Transactions/operation/ ListInventoryTransactions)
- Added value and totalValue to Inventory Transactions List
- Added externalReference as a filter parameter to Receipt List when retrieving receipts.
- Added shippedFromLocations to V3 Shipment Line Items List.
12/10/2024
- Added vendorOrderNumber to Purchase Orders.
11/26/2024
- Expand parameters for Items List to allow for case-sensitivity toggling.
11/19/2024
- Add NCR List endpoint.
- Enforce line-item based endpoints to retain sort order based on their position.
- Update line-item based endpoints to use the parent item's description if no value is supplied when the line item is created.
11/12/2024
- Add "yard" as valid line item unit of measure. Affects multiple endpoints that utilize units of measure.
11/05/2024
- Allow up to 2000 characters on Item Descriptions. Affects multiple endpoints that use this validation attribute.
10/29/2024
- Added createdUtc to Sales Order List and Sales Order Get
- Added shippingCost and shippingCharge to V3 Shipment objects Shipment List and Shipment Get
- Add externalReferences to Item List and Item Get.
- Add shippingMethodId to Shipment Patch and Shipment Update/
10/22/2024
- Expose V3 Shipping endpoints Shipment List, Shipment Patch, Shipment Update
- Added shippingMethod and shippingAccount to V3 Shipment objects Shipment List and Shipment Get
- Update V3 Shipment Line Items List endpoint to allow for searching by multiple line item ids.
- Corrected duplicate custom field update routes.
10/08/2024
- Add customFields to Items List
- Add deliveryDueDate to Sales Order Patch
- Add deliveryDueDate to Sales Order Update
- Update Item Create to carry though system defaults on accountingCodeId, accountingCode2Id, and isSellable when not supplied
- Add customFields to Receipt List when retrieving a receipt.
- Add customFields to Receipt Get when searching receipts.
10/01/2024
- Added salesUnitOfMeasureConversions to Item Create
- Added salesUnitOfMeasureConversions to Item Update
- Added salesUnitOfMeasureConversions to Item List
- Added ItemRoutingOperation Bulk Create endpoint
- Add deliveryDueDate to Sales Order Update
9/17/2024
- Added V3 Shipment Line Items List endpoint
- Added accountingCode2Id to Item endpoints
9/10/2024
- Added workOrderOperation as an Attachment ownerType
- Added V3 Shipments endpoint for creating, updating, and searching V3 Shipments
9/3/2024
- Add Job Tracking Timer endpoints for starting, stopping, and searching timers
8/27/2024
8/13/2024
- Add subtotal, and preDiscountSubTotal to partLineItems for Quotes, Sales Orders, and Purchase Orders
8/6/2024
- Add rate to Tax Rate
- Add Inventory OnHandByItem
- Add Inventory Transactions List
- Add internalNotes to Item
7/30/2024
- Add description, minimumProductionQuantity, minimumStockOnHand to Item Create
- Add description, minimumProductionQuantity, minimumStockOnHand to Item Update
7/23/2024
- Add Item Custom Fields Update
- Add additional tax rate filter by tax rate id Tax Rates List
7/16/2024
- Added completedOnUtc, cancelledOnUtc, and revenue to Jobs Get
- Add url property to all externalReferences properties
- Add externalReferences to Quote Part Line Item Create
- Add externalReferences to Quote Part Line Item Update
- Add customFields to Quote Get and Quote List
- Add customFields to Quote Part Line Item Get and Quote Part Line Item List
7/9/2024
- Added UserStatuses List for retrieving a list of user statuses, which shows if they are clocked in, on break, and what jobs they are working on.
- Added UserStatus Get for retrieving a single user status, which shows if they are clocked in, on break, and what jobs they are working on.
- Added deliveryDate, isPercentageDiscount, and discountAmount to Sales Order Part Line Item Create
- Added deliveryDate, isPercentageDiscount, and discountAmount to Sales Order Part Line Item Update
6/25/2024
- Added Name, QuantityToMake, ProductionDueDate, and Notes to Job Update endpoint
- Added Attachment List for retrieving a list of attachments.
- Added Attachment Get for retrieving information about specific attachment.
- Added Attachment Download for downloading a specific attachment.
- Added Attachments Download for downloading a zip of attachments (via filter).
6/18/2024
- Added Equipment List for retrieving a list of equipment.
- Added Equipment Get for retrieving a piece of equipment.
- Added Department List for retrieving a list of departments.
- Added Department Get for retrieving a department.
- Added WorkCenter List for retrieving a list of workcenters.
- Added WorkCenter Get for retrieving a workcenter.
- Added JobTracking Get for retrieving job progression and status information. This can be used to get a bird's-eye view of the job, including current operation(s), next operation(s) and estimates vs actuals so users have visibility into their shop floor.
- Added Job Operation List for retrieving all operations for a job with related item to make and operation details.
- Added OriginalScheduledStartUtc, OriginalScheduledEndUtc, ScheduledStartUtc and ScheduledEndUtc to all endpoints that return jobs. Affects Job List, Job Get and JobTracking Get
5/21/2024
- Added Attachment for adding an attachment to an entity.
- Added Remote Attachment adding an attachment to an entity from a remote file location.
5/14/2024
- Added Material List for acquiring materials.
- Added Material Get for get a material.
- Added Material Activate for activating a material from the global material repository for usage in your Fulcrum site.
4/23/2024
- Added Shipping Method for acquiring a shipping method.
- Added Shipping Method List for searching for shipping methods.
4/18/2024
- Added ExpectedReceiveDate when retrieving an part line item on a purchase order.
- Added ExpectedReceiveDate when retrieving a purchase order or list of purchase orders.
4/5/2024
- Added Inventory Override
3/28/2024
- Updated Sales Order Part Line Create to use the Fulcrum derived price (based on existing price breaks) for an item when not provided.
- Updated Sales Order Part Line Update to retain the existing line item price when not provided.
3/12/2024
- Quote Part Line Items Create Batch added for adding multiple part line items to a quote order at once.
- Added item notes, isTaxable, taxCodeId, taxRate, externalReferences, isPercentageDiscount and discountAmt to Quote Part Line Items Get.
- Added item notes, isTaxable, taxCodeId, taxRate, externalReferences, isPercentageDiscount and discountAmt to Quote Part Line Items Create.
- Quote Part Line Items Update added for updating a quote part line item.
- Added Customer Id when retrieving a quote.
- Corrected Quote Fee Line Item to correctly provide a description and name value.
3/1/2024
- Added Line Items when retrieving a receipt.
- Added option to incude Line Items when retrieving a list of receipts using includeReceiptLines.
- Added option to include Vendor Data when retrieving a list of items using includeVendorData.
- Added option to include Usage Data when retrieving a list of items using includeUsageData.
- Added Custom Fields when retrieving a list of items.
- Added Custom Fields when retrieving an item.
- Added Minimum Stock On Hand when retrieving a list of items.
- Added Minimum Stock On Hand when retrieving an item.
- Added CategoryId when retrieving a list of items.
- Added CategoryId when retrieving an item.
- Added Addresses when retrieving a list of vendors.
2/23/2024
- Added ConvertedQuantityReceived when retrieving a receipt line item.
- Added UnitOfMeasureMultiplier when retrieving a receipt line item.
- Added ConvertedQuantityReceived when listing a receipt's line items.
- Added UnitOfMeasureMultiplier when listing a receipt's line items.
2/15/2024
- Added CreatedUtc when retrieving a job.
- Added CreatedUtc List when listing jobs.
- Added createdBeforeUtc Filter for filtering jobs.
- Added createdAfterUtc Filter for filtering jobs.
2/14/2024
- Added Paid Date to Invoice Update Status method for setting the
paidDateproperty on an invoice - Added Item Routing Operation Batch for bulk applying operations to an item. Of note, this is geared towards nuance associated to continuous flow whereby operation order must be unique (no overlaps) but it can still be used if continuous flow is not enable. This will allow for bulk re-ordering operations, updating the existing operations where applicable, adding operations where they do not currently exist and removing no longer applicable operations.
2/13/2024
- Added Gauge Code for acquiring a gauge code that exists in Fulcrum tags.
- Added Gauge Code List for searching for gauge codes that exists in Fulcrum tags.
- Added Grade Code for acquiring a grade codes that exists in Fulcrum tags.
- Added Grade Code List for searching for grade codes that exists in Fulcrum tags.
- Added Material Code for acquiring a material codes that exists in Fulcrum tags.
- Added Material Code List for searching for material codes that exists in Fulcrum tags.
- Added Shape Code for acquiring a shape codes that exists in Fulcrum tags.
- Added Shape Code List for searching for shape codes that exists in Fulcrum tags.
- Updated Item Create to includes more fields (gauge, materialCode, shape, grade, height, length and width).
- Added Item Update for updating an item. Minimal subset of fields.
1/29/2024
- Added operation name to the Job Item To Make Operation endpoint.
1/26/2024
- Added instructions to the Job Item To Make Operation endpoint.
1/16/2024
- Added Pick item for job
12/13/2023
- Added vendor notes to the User endpoints.
12/12/2023
- Added employeeId to the User endpoints.
12/7/2023
- Added taxCodeId to the Invoice line item endpoints and the Purchase Order Line Item endpoints.
11/13/2023
- Updated the Invoice endpoints to include 'Total', 'Subtotal', and 'NotesToCustomer' fields.
9/26/2023
- Sales Order Part Line Items Create Batch added for adding multiple part line items to a sales order at once.
9/12/2023
- Added operation custom fields to the job item-to-make operation List/Read endpoint
- Provided write/update access to the operation custom fields via the new job item-to-make operation write/update endpoint
- Sales Order Refund Line Items List updated to include: accounting code, refund reason code, returns (and their quantity) and external references.
- Sales Order Refund Line Items Create added for creating a refund line item on a sales order.
- Sales Order Refund Line Items Update added for updating a refund line item on a sales order.
- Sales Order Refund Line Items Delete added for removing a refund line item on a sales order.
- Refund Reason Code Get added for acquiring a refund reason code.
- Refund Reason Code List added for searching refund reason codes.
- Sales Order Delete updated to validate additional touchpoints before pursuing a deletion.
9/5/2023
- Scheduled start time, scheduled end time, and scheduled equipment ID added to the job item-to-make operation List/Read
- Deprecated the
statusfield in favour ofstatusesin the request body schema for [job List][api-schema#tag/Job/operation/ListJob] so that more than 1 job status can be filtered for at a time.statusis Scheduled for removal EOD 2023-10-31. - Added the
hasIncompleteOperationsin the request body schema for [job List][api-schema#tag/Job/operation/ListJob] to filter for jobs with incomplete operations.
8/22/2023
- Priority added to sales order Create/Read/Update
8/15/2023
- Deleted indicators added to Sales Order, Invoice and Purchase Order objects. While
/listendpoints do not return deleted entities, you can still GET a deleted entity by it's Id. Having an indicator on the object will help your applications decide whether they can still make changes to that entity.
8/8/2023
- The Items List endpoint has been versioned. The new V2 Item List endpoint has a more robust item number matching options than the simple "contains" method of the original endpoint.
8/1/2023
- Add units of measure to Item Vendor Details.
- Respect the IsTaxable value provided to the Customer create, update and patch endpoints.
7/25/2023
- Added ShipByDate to available filters as well as the response object of Shipments list.
7/18/2023
- Added Shipment Create.
- Added Shipment Rollback/Revert.
7/12/2023
- Deprecate Item Pick. Scheduled for removal EOD 2023-10-13.
- Deprecate Item Receive. Scheduled for removal EOD 2023-10-13.
- Added Inventory Pick.
- Added Inventory Receive.
- Added Inventory Lot Create.
- Added Inventory Lot Get.
- Added Inventory Lot List.
5/1/2023
- Initial release