The Draft orders feature is in the Early Adopter phase. You can access this feature only if the Orders feature is enabled.
Orders is now generally available.
If you are an existing Zuora Subscribe and Amend customer and want to adopt Orders, see What is Orders Harmonization for more information. If you want to enable Orders, submit a request at Zuora Global Support.
While creating an order, you can save your order and its configurations as a draft order for further editing. During the order creation, you can save your order as a draft order, at least after specifying an account that owns the order.
Identifying draft orders
You can identify a draft order from its Draft status on the Orders page. You can also identify the draft order from the order number's suffix "Draft Order" on the order details page, for example, O-00000948: Draft Order.
Use cases for draft orders
You can perform the following tasks after draft order creation:
- Preview the draft order
- Update the draft order and save it as an updated draft order
- Activate the draft order to a pending order or a completed order
You can activate a draft order to change it from Draft status to Pending or Completed status under the following conditions:
If an order is saved as a draft order with some dates unfilled like the dates unfilled for a pending order, once you activate the order, the order will change from Draft status to Pending status. For information about the dates unfilled for a pending order, see Activate a pending subscription or order.
If an order has other configurations not finished rather than the preceding unfilled dates, once you activate the order, the order will change from Draft status to Completed status.
- Cancel the draft order
Canceling draft orders archives the draft orders in Cancelled status but does not delete them. You can still view the orders in Cancelled status on the Orders page and decide whether to delete them later.
- Delete the draft order
You can also retrieve information about draft orders by Draft status in the following methods:
Limitations on draft orders
Limitations when saving orders as draft orders are listed in Save an order as a draft order.