Prepare the evidence for document-preparation approval
The synthetic return RA-L has four matched units in custody. This task authorises finance to prepare a return credit document; it does not prepare the document or approve a payment. The supplied agreement permits review of three accepted units, while the fourth has a disputed reason. No document amount, tax treatment or legal return rule is supplied.
| Scope or stage | Evidence | Review input | Recorded state |
|---|---|---|---|
| L01–L03 / 3 units | RC-L; identity accepted | Within agreement AG-L | CR-L approves document preparation for 3 |
| L04 / 1 unit | RC-L; physically received | Reason disputed DIS-L | Preparation approval pending |
| Document preparation FD-L | CR-L / 3 approved units | No amount supplied in this example | Pending; no prepared document recorded |
| Payment stage | No payment decision supplied | No amount or payment evidence | No completed payment recorded |
Record approved scope and the pending document task
- Gather return and original order evidence
- Review supplied agreement by subset
- Approve document preparation for three units
- Assign pending preparation task FD-L
- Keep disputed unit with return owner
Incomplete agreement evidence keeps preparation approval pending even if every physical unit is present. In this sample the receiver has no authority to grant that approval.
CR-L authorises preparation for three units; RC-L still records four received. The sample tracks approval, document preparation and payment with separate states. FD-L remains pending until a prepared document is recorded. A payment decision and evidence would belong to another task; none is supplied here.
After CR-L approves three units, may all four be marked approved for document preparation?
Show the worked answer
No. Four were received, three were approved for document preparation and one remains pending. FD-L is still a pending preparation task; these records establish neither a prepared credit document nor a completed payment.