Submit Draft Orders

If you saved an order as a draft during order creation and wish to finalize it and submit it for processing, you can do this through self-service.

When you submit a draft order, it will no longer remain as a draft and will move to the Processing state.

Submit a draft order for processing

Follow these steps to submit a draft order for processing:

1. Navigate to the Orders page and find the required draft order. If you have multiple orders, use one of the following methods to find draft orders.

   • If you know the order number, use the Search bar to locate the order.

   • If you don't know the order number, use the following filters:

     1. Click the Filter option in the grid.

     2. Click Add another condition and then use the dropdown to make the following selections:

        1. In the first field, choose Status.

        2. In the second field, set the filter to Equal.

        3. In the third field, select Draft from the list and then close the filter box.

Filter options

1. Click the order number to open the details page of the draft order.

2. On the order details page, click Edit.

Edit option on the details page

1. The purchase wizard starts and the Select Items step is displayed.

   1. If your draft order includes items that you may have added before saving it as a draft, those items are displayed in the Items section. Verify the item details and then click Next.

   2. If no items were added, the Select Items window opens, allowing you to choose individual items to add to your order. After you have selected and added the items, click Next.

2. In the Details step, add the additional ID and notes for your order, and then click Next. Providing these details is optional.

3. In the Review order step, verify the information and click Place order to submit the order.

4. Click View details to go to the order details page or click Close to close the page.

Your draft order is submitted to the vendor for processing, and the order status changes from Draft to Processing on the Orders page and order details page.