Return tag CASE-0042
Custody
Office bin → carrier handoff scheduled
Credit
Partial posted credit · USD 250.00
Synthetic demo
Office surface · desktop-first · synthetic demo
Custody, evidence and credit — three records, never one badge.
The office desk keeps the physical part, the supplier checklist and the money in separate panels so a posted credit can never quietly close a custody question.
Panel 1 · Case and evidence
What is proven
- Evidence Confirmed · 3 of 4 checks
- Unresolved Replacement part label unreadable
- Policy Acme v3 · effective 2026-08-01 · source attached
Panel 2 · Return and custody
Where the part is
- Custody Office bin · reported by lead technician
- Instruction Return required · supplier guide p.2
- Deadline Ship by 2026-09-30 · America/New_York
Hold means hold
Panel 3 · Credit
What is verified
- Vendor decision Partially approved · USD 212.50
- Posted credit Verified
- Unallocated USD 100.00 visible separately
A credit arriving does not mark evidence complete or authorize disposal.
Illustrative ledger — synthetic figures
The numbers below are made up to show the semantics. They are not customer data, not a promise of recovery, and not a projection.
| Line | Amount (USD) | Meaning |
|---|---|---|
| Verified posted credit | 600.00 | Supplier posted the credit; finance confirmed reference, date, currency and evidence. |
| Allocated to case 0042 | 400.00 | Linked to one case with a signed allocation event. |
| Allocated to case 0051 | 100.00 | Same supplier, account and currency. |
| Unallocated | 100.00 | Still visible and available — not hidden by a net total. |
| Case 0042 remaining | 62.50 | Expected 212.50 minus allocations and approved write-offs. |
Expected credit, vendor-approved credit and verified posted credit are different facts. An allocation records a link, not a payment, and credit offsets are not cash deposits or incremental profit.
The allocation drawer
Before confirming
- Supplier, account and currency are shown with the source memo.
- Total verified, already allocated and remaining capacity are stated.
- Candidate case balances are listed; the user selects targets and amounts explicitly.
- The sum preview updates deterministically from the chosen entries.
At confirmation and reversal
- Confirm restates the total and says plainly: this records an allocation, not a payment.
- Cross-supplier and cross-currency matches are refused, never reconciled silently.
- Reversal shows the downstream cases and takes a reason before it commits.
- Posted records are append-only; corrections are signed reversal-then-new-allocation events.
Deadlines keep their type
A ship-by date is not a receive-by date. The deadline type, date, timezone and source are stored together; an unknown vendor deadline asks for confirmation instead of inventing a countdown.
Reminders at 7, 3 and 1 day before a confirmed deadline are advisory. They never change the underlying date, and email is never the only deadline control.
Next
Read the security posture or the proposed pilot terms.