TrailheadInventory & GearDaily Client Gear
DG-04Return discrepancy branchNo assistant eval · Coverage unknown

Daily Client Gear Return With Issues

A return is short, damaged, or uncertain. Inventory records what physically happened to every issued unit without turning that physical outcome into an automatic charge.

Track

Daily Client Gear

Phase

Return discrepancy branch

Starts with

Return requested with a discrepancy

Ends with

Every unit has a physical outcome

You are here

DG-04
  1. DG-01Daily Client Gear Request
  2. DG-02Daily Client Gear Checkout
  3. DG-03Daily Client Gear Return

The situation

Ten units were checked out for a CIS, but only some return usable. Inventory allocates the full issued quantity across returned usable, returned for repair, returned unusable, missing, confirmed lost, or under review. Only usable units return to the company's shared availability; responsibility remains a separate decision.

What starts it

Inventory reviews a requested CIS return whose physical quantity or condition differs from a clean return.

How it unfolds

GuideInventoryOperationsAccountsSystem
  1. 1

    The guide submits the checked-out CIS gear for return

    Guide

    The custody units move to return requested and remain unavailable until Inventory reviews them.

  2. 2

    Inventory compares the physical return with every issued unit

    Inventory

    The review starts from the original custody record, so missing quantities cannot disappear from the return.

  3. 3

    Inventory allocates the full quantity across physical outcomes

    Inventory

    This is the key moment: returned usable, repairable, unusable, missing, confirmed lost, and under-review quantities must add up exactly to the quantity under review.

  4. 4

    Inventory applies each physical effect exactly once

    System

    Usable units return to availability; repairable units move to service; unusable, missing, lost, and under-review units do not return to available stock.

  5. 5

    Operations reviews financial responsibility separately

    Operations

    Physical reconciliation can finish while responsibility remains not reviewed or pending financial review.

  6. 6

    Accounts records an authorized financial outcome when one exists

    Accounts

    A guide debit requires its own authorized confirmation and cross-reference to the physical reconciliation.

  7. 7

    Inventory completes the physical reconciliation

    Inventory

    Every issued unit remains traceable as usable, in service, disposed, missing, lost, or under review.

Who's involved

Guide

Submits the checked-out CIS gear for return review and provides known context outside the stock decision.

Inventory

Reconciles every custody unit into an explicit physical outcome and keeps non-usable gear unavailable.

Operations

Reviews responsibility separately from physical disposition and leaves uncertain cases open.

Accounts

Receives only a separately authorized financial outcome, never the raw return reconciliation.

System

Validates complete allocation and applies each inventory effect once, even after a retry.

What each person sees

Guide

The checked-out CIS gear and the return-request state.

Why: Hand custody back for review without deciding inventory or financial outcomes.

Inventory

Every issued quantity, six physical outcomes, remaining allocation, and the resulting inventory effect.

Why: Keep company-wide usable availability aligned with physical reality.

Operations

The physical result and a separate responsibility state.

Why: Investigate responsibility without blocking honest inventory disposition.

Accounts

Only authorized financial movements with a reference to the physical reconciliation.

Why: Record financial truth without interpreting a physical return outcome.

The rule to remember

Every issued unit gets one physical outcome; only returned-usable units restore availability, and no physical outcome creates an automatic charge.