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These reports can be found in the Other tab of the Reports module.
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How to Set Up DSP Job Types
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DSP services are configured the same way as any other job type is under Administration > Moveware Setup > Job Types menu. It is efficient to categorise various services under a separate menu. This makes it easier to search for a service from a long list of services. For example, use a parent line for Home Search and have job types set up for 1 day search, 2 day search etc. as child records.
DSP Job Types will have specific diary actions and tasks and additional costing elements. These job types should be activated on every debtor to only include the services offered by the debtor. If there are multiple policies offered by one debtor, more debtors of Type Tariff should be created based on the number of policies.
The job types on a tariff type debtor can be configured by navigating to the debtor on the Debtor Management screen and clicking the “Job Types” tab. this tab will, by default, have all job types set to “Inactive” status. The relevant job types can be searched and made active depending on the allowed services based on the debtor.
The job types can be made Active by changing the status on the “Setup” tab. They can also have their own diary actions and costing elements, if required. For more information on how to set it up, see Job Types Management.
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C. Tariff Debtors
Tariff debtors provide the ability to have one debtor and multiple tariffs or one tariff for multiple debtors. This helps in creation of multiple rates and job types based on the appropriate policies/agreements.
A Tariff type debtor can be created from Debtor Management screen which can then be linked to a debtor as highlighted below.
When adding a job in removals management screen, a tariff and a debtor can be selected. The tariff rates will then be applied when costing is run. If tariff field is not visible, please contact Moveware support.
Any rates that have been setup on the tariff will be used for costing on the said job. Rates are configured in the usual way.
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