TML DEALER INCENTIVE PROCESSING

[Audio] TML DEALER INCENTIVE PROCESSING By Ashis &Associates Chartered accountants.

[Audio] Types of claims ONLINE CLAIMS Registration/ insurance( VME) Loyalty Welcome Captive Cash Discount/Upfront Exchange/ Tata OK NFA & Others Activity Claims ( FME) OFF LINE CLAIMS IRR- Delfund & Subvention DSE & DSM Incentives.

[Audio] Introduction Sales Incentive in commercial vehicles will be claimed by the TML dealers is re imbursed. In some cases, the dealers are not aware to claim or some claims are skipped . Except above some claims are rejected in system for which proper care is required for compliance and resubmission. The most important part of the claim process is reconciliation. The claims raised in the system should be reconciled with the payment received from TML. Proper MIS should be prepared and pending list is required to be maintained..

[Audio] DOCUMENTS REQUIRE FOR SUBMISSION OF ONLINE CLAIMS 1 INSURANCE 1. RETAIL INVOICE 2.INSURANCE COPY 3. GST INVOICE 2 INS WITH REGISTRATION 1.RETAIL INVOICE 2.INSURANCE COPY 3. GST INVOICE 4. R.C COPY/ TAX COPY 3 Ashis & UPFRONT/ CASH DISCOUNT Associates 1. RETAIL INVOICE 2. ACKNOWLEDGEMENT 3. CREDIT NOTE.

[Audio] DOCUMENTS REQUIRE FOR SUBMISSION OF ONLINE CLAIMS SL NO SCHEME NAME DOCUMENTS REQUIRED 4 TATA OK 1.RETAIL INVOICE 2. ACKNOWLEDGEMENT 3. NEW INSURANCE COPY 4. OLD VEHICLE R.C COPY 5. EXCHANGE REPORT 6. CREDIT NOTE 7. Opty Approval/Certify Copy 5 LOYALTY 1. RETAIL INVOICE 2.ACKNOWLEDGEMENT 3. OLD R.C COPY OF TATA VEHICLE 4. CREDIT NOTE.

[Audio] DOCUMENTS REQUIRE FOR SUBMISSION OF ONLINE CLAIMS 6 WELCOME 1. RETAIL INVOICE 2. ACKNOWLEDGEMENT 3.OLD R.C COPY 4. CREDIT NOTE 7 CAPATIVE 1.RETAIL INVOICE 2.ACKNOWLEDGEMENT 3. GSTN CERTIFICATE/CAPTIVE PROOF 4. CREDIT NOTE 8 Ashis & Associates NFA 1.RETAIL INVOICE 2.ACKNOWLEDGEMENT 3. CREDIT NOTE.

[Audio] DOCUMENTS REQUIRE FOR SUBMISSION OF ONLINE ( ACTIVITY) CLAIMS 9 Ashis & Ass ACTIVITY CLAIMS ociates 1. PORTAL APPROVAL COPY 2.EXPENSES BILLS 3. PHOTOGRAPH OF ACTIVITIES.

[Audio] DOCUMENTS REQUIRE FOR SUBMISSION OF OFFLINE CLAIMS 1 Subvention/ IRR 1. RETAIL INVOICE 2.DO COPY 3. SCHEME LETTER 2 Delfund 1.RETAIL INVOICE 2.DO COPY 3. SCHEME LETTER 3 DSE/ DSM INCENTIVE CLAIMS 1.SCHEME LETTER 2. PAYMENT PROOF.

[Audio] Other Requirements Retail/ Gst invoice should be signed by both dealer representative & customer. Month wise scheme letters/ Approvals should be kept. Letterheads & Round stamp are required for Offline claims Digital Signature ( DSC) of authorised dealer representative is required for some online claim submission. Payment proof in case of DSE/ DSM incentive claims should be the bank statement showing the payments of dealer..