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Procurement · All retail

Rebate Realization Tracking

Rebates not being realized. Tracks accrued vs. earned, flags the shortfall.

Target KPI Margin recovery
Executes in ≤ 24 hours
System of record SAP · Coupa
Run this on your data → How the loop closes
Trigger condition

Accrued rebate diverges from earned rebate beyond tolerance, or a volume threshold is within reach and unlikely to be hit at the current run rate.

Write-back

Rebate accrual corrected in SAP; claim raised in Coupa against the agreement; threshold alert logged to the category.

Every write is gated on an approver role you name. Nothing runs unattended.

Procedure
  1. Recompute earned rebate per agreement from actual purchase volumes and the tier structure.
  2. Reconcile against what has been accrued and what has actually been received, which are usually three different numbers.
  3. Flag the near-miss thresholds early enough to act, because a tier missed by 2% is the most expensive rounding error in procurement.
  4. Route to the category manager and finance with the claim or the volume action, gated on approval.
  5. Close when the rebate is received or the threshold decision is deliberately made.
Outcome metric

Rebate dollars realised against entitlement over the agreement year, plus tiers reached that would have been missed.

The case closes on this number, not on the action being taken. A playbook without a close condition is a dashboard.

The rest of Procurement

Vendor Scorecard Update Vendor performance shifting. Keeps the scorecard current for the next negotiation. Fill rate · COGS Contract Compliance Check Spend drifting off contract. Flags the lines that miss the agreement. Off-contract spend Off-Contract Spend Flag Maverick spend outside preferred vendors. Routes it to the category manager. Savings capture Tail-Spend Consolidation Fragmented tail spend. Groups it for consolidation. Savings capture

All 43 playbooks →

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