As a Council Leader, you'll review and approve unit orders before your council order can be submitted. This article explains the three unit order statuses, what you can do at each stage, and how your council order's status affects what's available to you.
Unit Order Statuses
Every unit order is in one of three statuses: Draft, Pending, or Approved.
Draft
A Draft order has been created but not yet submitted for your review.
While an order is in Draft:
The unit can still edit it
The unit can save it without submitting
The unit can submit it for your approval
It blocks your council order from being submitted
If you create an order on behalf of a unit while your council order is still in Draft, that new unit order also starts as Draft.
Pending
A Pending order has been submitted and is waiting on you.
You can review it and select Approve
Pending orders also block your council order from being submitted
Approved
An Approved order has completed your review.
The unit can no longer edit it
You can select Un-approve to send it back to Pending, but only when:
Your council order has not been approved yet
The ordering window is still open
Once your council order is Approved, you can no longer un-approve any unit order underneath it. There is also no way to send an Approved order back to Draft. The only reverse action available is Un-approve, which returns an order to Pending.
How Your Council Order's Status Affects Unit Orders
While your council order is in Draft
Unit orders under it can be Draft, Pending, or Approved
You can review and approve Pending orders
You can still un-approve Approved orders if corrections are needed
Orders you create on behalf of a unit start as Draft
You cannot submit your council order while any unit order is still Draft or Pending
While your council order is Pending
At this point, every applicable unit order should already be Approved.
If you need to make further changes, your council order can be returned to Draft through the standard workflow
Any unit order you create at this stage is automatically created as Approved, with a $0 total
A $0, already-Approved order isn't a mistake. It happens automatically for any unit order created after your council order has moved to Pending, since the normal approval step no longer applies at that point.
While your council order is Approved
Your council order is now final and locked.
You can no longer un-approve any existing unit order
Unit orders can no longer be edited normally
Any new unit order you create is automatically Approved, with a $0 total
Further changes need to go through an adjustment, return, or transfer process instead
Submitting Your Council Order
You can submit your council order only once every applicable unit order for the delivery is Approved. Both Draft and Pending unit orders will block submission.
Before submitting:
Review your list of unit orders
Approve any Pending orders
Follow up with any unit still showing Draft
Creating an Order for a Unit
You can create a unit order on behalf of a unit. Its starting status depends on your council order's status at the time:
Your Council Order Status | New Unit Order Status |
Draft | Draft |
Pending | Approved, $0 total |
Approved | Approved, $0 total |
A unit can only have one order per delivery. If an order already exists, you'll need to work with that existing order rather than creating a new one.
Return Orders
Return orders work a little differently, since they may not have a related council order at all. Don't expect the usual council order rules or messaging to apply. You may still be able to manage a return even when there's no corresponding council order.
Troubleshooting
I can't submit my council order. At least one unit order is likely still Draft or Pending. All unit orders need to reach Approved first.
I can't un-approve a unit order. Either your council order has already been approved, or the ordering window has closed.
I can't create an order for a unit. That unit likely already has an order for this delivery. Check their existing orders first.
Why was a new order created as Approved with no dollar amount? This happens automatically for any unit order created after your council order reaches Pending or Approved. It's expected behavior, not an error.