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| Note |
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Building Optimization Broker has a limited selection of statuses. You may need to map one or more ERP statuses to a BOB status. |
To map appointment statuses:
- Go to Microsoft Dynamics GP > Tools > Settings > Service Management > Lookup Setup > Service > Appointment Status. From the menu bar, select Additional > Map2BOB Statuses. OR if you are already in the Map2BOB window, select Home and then select Statuses.
- On the Appointment Statuses tab, the ERP Statuses display.
- Click in the BOB Status field to the right of the ERP Status.
- Select the appropriate BOB Status to link to the ERP Status.
- Complete this for all the ERP Appointment Statuses that your company uses.
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