Use this playbook to record a completed swap where the old item comes back and confirm that no debit is created.
Before you start
- Act as
- An Inventory or Operations user
- Starting state
- An open replacement issue and an available replacement item
- Physical reality
- The guide and both items are present for the swap
Run the scenario
- 1InventoryTrailhead · Guide profile · Seasonal Kit
Open the issue and confirm replacement availability.
Expected evidence
The requested item is ready for a physical exchange.
- 2OperationsTrailhead · Guide profile · Seasonal Kit
After exchanging the items, choose Swap returned item.
Expected evidence
The old item returns to lodge custody, the replacement is assigned to the guide, the issue closes, and no debit is created.
Scenario completed
The guide has the replacement, the old item is returned, and no charge exists.
- Old item
- Guide custody→Returned to lodge
- Replacement item
- Lodge custody→Guide custody
- Replacement issue
- Open→Resolved without charge
If it does not match
- If the replacement cannot be issued, confirm that inventory shows it as available.
- If the old item remains in guide custody, confirm that its physical return was recorded.
- If a debit appears, reopen the outcome: a returned old item must not create a guide charge.