This article provides an overview of several requirements commonly observed among AS9100 and ISO 9001 customers, and the various features of Fulcrum that can be used to meet these standards including:

• Material Traceability Setup and Requirements
• Quality Checkpoints and First Article Inspection Steps
• NCR and CAPAs

Material Traceability

Material Certification Traceability and Lots Associated with Finished Goods

• Lot Tracking turned ON for Items (Buy) will allow you to attach and trace material certifications for the material you purchase to the jobs that consume the material.

• Lot Tracking turned ON for Items (Make) will allow you to associate lot numbers to jobs at the final operation of the routing sequence. Lot numbers can be created manually or can be automated. These lots can then be selected from when shipping and will be recorded on your packing list to your customer.

  

Control of Production / Documentation and Records

Permissions and Approvals

• Approval workflows in different modules (Quotes, Sales Orders, Jobs, Purchase Orders, Invoices). Logs are kept to track who moved what and when.
• Permissions set to create controls around who is responsible/has access to certain pages (edit vs view vs no access)

Recording Critical Manufacturing Information

• Custom Fields can be set within certain pages as required fields so that users can enter required information
• Practical Examples

Quality Checkpoints for Measurement, Analysis, and Improvement

Post operation checkpoints requiring operators to complete certain steps