Pending Claim Mgmt- Dealer Training Literature

7/31/2019 Pending Claim Mgmt- Dealer Training Literature

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Dealer Claim Management


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START

Dealers Raises ClaimOn TM & submits for

AMs Approval

Dealerdocuments

verification asper the raised

claim

RFM will take RMApproval & submit the

claim into SAP

YES

NO

NO

YES

Re-Submit/ Acceptthe Rejection

PostVerification,

sent for RFMApproval

Process Flow


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Claim Creation Process

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

In the External Application view, click on Pending Claims hyperlink


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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.


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

Fields.


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

Mandatory.


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For the claim type as Activity/Publicity; Amount, Sub Types, LOB, PPL

& Remarks are mandatory


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


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

Are mandatory fields


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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


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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

Click on + button to

add invoice details


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For the Claim type as Support other than Incentives, Amount, LOB,

PPL & Remarks are mandatory


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After entering all the details, click on Submit button. Once submitted, claim id

Will be generated which dealer can use it for further reference.


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Claim search screen

In this screen, dealer can search the claim status & take further action

As per the TM remarks.


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Dealer can search the claim request based on defined period & status.

Dealer can export the searched data into an excel sheet for further reference

Click on Export to

Excel button to

export the data


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

Defined search.


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The Dealer Margin details will be visible in another excel worksheet along

With claim id.


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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.


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For the rejected claims, dealer can either re-submit the claim by updating the

Amount & remarks OR Accept the Rejection by TM.


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Once the claim is approved by AM, emailwill go to dealer notifying that claim isapproved by AM.

Once the claim is rejected by AM, emailwill go to dealer notifying that claim isrejected by AM.

Once RFM will submit the claim into SAP,email will go to the dealer notifying thatthe claim is Approved by RM & submittedinto SAP for payment.

Various Email Notifications


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Thank You

Pending Claim Mgmt- Dealer Training Literature

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Transcript of Pending Claim Mgmt- Dealer Training Literature