Process · Cycle planning

Cycle planning

Plan the recurring period and quantity before a customer order is released.

Step by step

Choose the contract line Subscription Manager

Subscription Manager selects the active line for the intended subscriber product.
- Fixes the product and terms for the period
- Updates Contract items, Contracts
Set the period Subscription Manager

Subscription Manager enters the period boundaries and due date with the planned quantity and amount.
- Makes the next due date and quantity visible
- Updates Curation cycles
Choose a route Subscription Manager

Subscription Manager selects delivery order or direct billing according to the customer agreement.
- Distinguishes delivery from direct billing
- Updates Curation cycles
Prepare order scope Sales Rep

Sales Rep connects the cycle to the corresponding order line when the product will be delivered.
- Connects the period to the order product
- Updates Curation cycles, Meal lines
Check billed progress Finance Clerk

Finance Clerk compares the invoiced quantity and amount with the planned cycle when an invoice is recorded.
- Explains any unbilled quantity or amount
- Updates Curation cycles, Invoice items

And how to keep it from happening.

A cycle that crosses the end of a contract needs a term review before the order is prepared.
A suspended line should not be used as if it were active. Check the line and cycle states together.
Partial billing needs a follow-up owner. Compare the cycle's invoiced figures with its planned figures rather than closing the period from the invoice date alone.

Subscription Manager: Schedules the period; Sales Rep prepares the order scope; Finance Clerk checks billing progress; Fulfillment Lead reads the due date.

Start free, then use Proto to change fields, steps and approvals before your team goes live.