Curation Cycles

Each curation cycle identifies a contract line, its period start and end, a due date, planned quantity, route and status. The cycle can be linked to an order line, and its invoiced quantity and amount can be compared with the planned amounts. Subscription Manager can see which cycles remain scheduled, which have reserved quantities and which have reached an order. This is the working record for a recurring delivery promise.

The route distinguishes a delivery order from direct billing. Choose it deliberately for the customer arrangement. The order and invoice references then explain what actually happened for that period. The calendar makes deadlines visible before the team is trying to resolve a late shipment.

• Period control. Set a start, end and due date that match the subscription term.
• Quantity and route. Record the planned amount and whether the cycle is served through a delivery order or direct billing.
• Billing progress. Compare planned and invoiced quantities before treating the cycle as complete.

Decide when a future period becomes scheduled, who may reserve or suspend it, and how changes after an order is prepared are handled. Agree which product selections belong on contract lines and which are chosen at each order. Define how the team will check a partially billed cycle. Use a customer with a renewal near a cycle boundary as a rehearsal, since that is where the wrong contract line is easy to select.

A subscriber has an active monthly line. Subscription Manager schedules its next period and due date, choosing the route that matches the agreement. Sales Rep checks the subscriber and product details before preparing the related order. Fulfillment Lead sees the order’s requested delivery date and the cycle’s due date when planning packing. Finance Clerk later compares the invoiced amount and quantity with the cycle. If only part was billed, the remaining amount stays visible for review.

A suspended line should prompt a review of future cycles. A cancelled cycle remains useful as an explanation for why no order or invoice was sent for that period.

• Curation Calendar — Periods, due dates, quantities and status for upcoming work.
• Curation Status Board — Cycle state grouped without date columns so the team can see progress at a glance.

Follow cycle planning into order review. The data model traces the cycle references.