Your fictional role in the call
A quality officer at a customer
The caller names article and lot. The assistant identifies the document, verifies the customer number, reads back and dispatches. Dispatch without verification is locked, and you can see it.
You could say:
“I need the certificate of analysis for lot L240917A.”
Watch for:
Your situation 1 / 3
This is about your actual job. Your fictional role in the call is shown separately. You can continue without choosing.