Overview
Recurrency Item-Location Notes lets you save internal context directly in Recurrency for a specific item-location pair. They can be used to document things like:
Why an override was made
Why an item was excluded
Customer or location-specific context
Any planning notes your team wants to reference later
💡 Note: Recurrency Notes live in Recurrency only and are not pushed back to your ERP.
How to use Item-Location Notes
In Demand Planning
Recurrency Notes appear as a section in the Planning side pane. If you are using custom side-pane sections, the field may be hidden by default.
To enable it:
Open any item in Demand Planning
Click the configuration icon in the side pane
Check the box next to Recurrency Notes
Drag the section to your preferred location in the panel
Once enabled:
Open an item in Demand Planning
Locate Recurrency Notes in the side pane
Click Add to enter a new note
Click Save to store the note
To update a note, copy the text from the current note, paste it into a new note, make your edits, and save it.
💡 Notes are append-only by design so Recurrency can preserve a clear record of what was written and when - as Recurrency keeps track of previous notes automatically. This helps maintain a simple history of planning decisions without accidentally overwriting previous context.
In Inventory Status Explorer
You can also view Recurrency Notes directly in the Inventory Status Explorer.
To enable the column:
Open Inventory Status Explorer
Open your column settings
Enable Recurrency Notes
Current Notes will now appear directly in the table as view-only.
Things to Know
Notes are tied to a specific item-location pair and are only available within the Planning module.
The side pane displays the most recent note. Click Add to view the history of previous notes. Recurrency automatically retains all past notes for reference.
Recurrency Notes are separate from ERP notes. They do not sync back to P21. ERP notes will still appear in the side pane under ERP Notes.