Finance · All retail
Vendor Invoice Dispute
Invoice ≠ receipt or contract price. Drafts the dispute packet for AP.
Trigger condition
Invoice line ≠ receipt log, or invoiced cost ≠ contracted cost, beyond tolerance. Default $25 or 0.5%, whichever is greater.
Write-back
Dispute opened in Coupa / SAP VIM; credit memo expected line written; AP queue updated.
Every write is gated on an approver role you name. Nothing runs unattended.
Procedure
- Pull the matching PO, GRN, and contract clause.
- Compute the amount and classify the cause: over-billing, short-ship, off-contract pricing, freight.
- Assemble the evidence packet and draft the letter on the vendor template.
- Open a case, assign by vendor portfolio, gate the send on AP approval. 24-hour SLA.
- Track to credit memo or settlement. Close when recovered or written off.
Outcome metric
Dollars recovered as credit memo or short-pay. Positive at 80% of the disputed amount within 60 days.
The case closes on this number, not on the action being taken. A playbook without a close condition is a dashboard.
The rest of Finance
Margin Leakage Audit
Margin bleeding across categories. Ranks the recoverable dollars.
Gross margin
Markdown Stop-Loss
Markdowns past the point of recovery. Proposes the floor.
Margin
Compute Spend Governance
AI spend climbing by team. Caps per department, routes to the cheapest model.
AI cost / department
Freight & Accessorial Audit
Freight and accessorials off-contract. Flags the recoverable spend.
COGS recovery
Run Vendor Invoice Dispute on your data.
Pick three playbooks from the catalog. We wire them against your system of record for the pilot.
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