Recurrency gives you ability to view notes related to suppliers and items directly within the planning and purchasing modules, in the contextual side panel. This feature aims to provide users with all the necessary information to make informed purchasing decisions.
💡 Note: Supplier Notes cannot be edited in Recurrency. They are pulled directly from your ERP for increased visibility. In P21, notes are being pulled from the supplier_notepad and item_notepad fields.
Supplier Notes
Supplier notes are accessible in the purchasing module, allowing users to quickly reference important information about suppliers during the purchasing process.
How to Access Supplier Notes:
Navigate to the Purchasing Module:
Go to the Purchase Builder within Recurrency.
View Supplier Notes:
In the contextual side panel, you will see a new section displaying notes associated with the selected suppliers.
The first few notes will be visible initially. Click on the section to open a modal displaying all the notes in detail.
Note that Supplier notes appear both on the item-specific side panel, as well as the PO overview side panel.
Item Notes
Item notes are available in both purchasing and planning modules, providing essential information about items directly within the side panel.
How to Access Item Notes:
Navigate to the Purchasing or Planning Module:
Go to the Purchase Builder or Planning tab within Recurrency.
View Item Notes:
When viewing an item and opening the side panel, a new section in the side panel will display notes associated with the item.
The first few notes will be visible initially. Click on the section to open a modal displaying all the notes in detail.
By utilizing the supplier and item notes feature, users can ensure they have all the necessary information at their fingertips, leading to more efficient and effective purchasing and planning processes.