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If you do not have a Technician created in BOB that corresponds with the ERP Technician, you can create the BOB Technician record in Map2BOB. Creating the Technician will also automatically link the ERP/BOB Technician records.

  1. Go to Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Technicians.
  2. From the Technician Setup window's menu bar, select Additional > Map2BOB Technician.
  3. In Map2BOB, if the ERP Technician does not have a Technician mapped, the Linked Image Added icon is not displayed and the BOB Technician field is empty.
  4. To the right of the Technician row, select the ellipsis  icon.
  5. Select Manage Technician.
  6. In the New Technician window, select the Technician Name drop-down. Verify the technician's name is not listed. 
  7. Select Create Technician.
  8. The ERP Technician Name and Title automatically populates auto-populates with the ERP Technician information, however, you can edit this information.
  9. Enter the Email Address and Phone Number.
  10. Select the Seniority Level.
  11. Select one or more Specialties. (Optional)
  12. Select Create.
  13. The New Technician window closes. On the Technician tab, the BOB Technician name displays. The linked icon is also displayedand the Linked Image Added icon display to indicate that the Technician is now linked.

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Linking Mapping to an Existing BOB SiteLinking
Mapping to an Existing BOB Site
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