Dealer Claim Management

Process Flow START

Dealers Raises Claim On TM & submits for AMs Approval Dealer documents verification as per the raised claim YES Post Verification, sent for RFM Approval YES RFM will take RM Approval & submit the claim into SAP

Re-Submit/ Accept the Rejection

NO

NO

Claim Creation Process

Claim can be created by DFM, DFE & DSAdmn users.

In the External Application view, click on Pending Claims hyperlink

Select Financial Year & Month from the respective dropdown. There are Different types of claims which the dealer can raise. Select the adequate One from the dropdown.

For the claim type as Reimbursement, Amount & Remarks are mandatory Fields.

For the claim type as Incentives, Amount, LOB, PPL & Remarks are Mandatory.

For the claim type as Activity/Publicity; Amount, Sub Types, LOB, PPL & Remarks are mandatory

For the claim type as DAC Repairs, Amount & Remarks are mandatory

For the claim type as Salesman Incentives, Amount, LOB, PPL & Remarks Are mandatory fields

Click on + button to add invoice details

For the claim type as Dealer Margin, select the sub type & enter the details. For the Dealer Billing, Dealer Margin will be auto populated whereas in Direct Billing, dealer has to enter all the details.

Click on + button to add invoice details For the claim type as Additional Dealer Margin, select Subtype and enter Invoice details. For Dealer billing, Additional DM will be auto populated & In direct billing, dealer has to enter the Additional Dealer Margin

For the Claim type as Support other than Incentives, Amount, LOB, PPL & Remarks are mandatory

After entering all the details, click on Submit button. Once submitted, claim id Will be generated which dealer can use it for further reference.

Claim search screen

In this screen, dealer can search the claim status & take further action As per the TM remarks.

Click on Export to Excel button to export the data

Dealer can search the claim request based on defined period & status. Dealer can export the searched data into an excel sheet for further reference

On opening the excel sheet, all the claim request will be visible as per the Defined search.

The Dealer Margin details will be visible in another excel worksheet along With claim id.

Rejection Process

In case of any rejection, dealer can search the claim details with various Rejected status. The claim id will have a hyperlink. Click on the hyperlink For further action.

For the rejected claims, dealer can either re-submit the claim by updating the Amount & remarks OR Accept the Rejection by TM.

Various Email Notifications

Once the claim is approved by AM, email will go to dealer notifying that claim is approved by AM. Once the claim is rejected by AM, email will go to dealer notifying that claim is rejected by AM. Once RFM will submit the claim into SAP, email will go to the dealer notifying that the claim is Approved by RM & submitted into SAP for payment.

Thank You