If you have a Technician created in BOB that corresponds with the Signature ERP Technician, you can quickly link the two Technician records.
- Go to Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Technicians.
- From the Technician Setup window's menu bar, select Additional > Map2BOB Technician Mapping.
- In the Mapping ToolMap2BOB, if the Signature ERP Technician does not have a Technician mapped, the BOB Technician field is empty.
- To the right of the Technician row, select the ellipsis icon.
- Select Manage Technician.
- In the New Technician window, select the Technician Name drop-down.
- Select the BOB Technician.
- The Technician's information populates the fields. If any of the fields is missing information, you will need to enter this before you can create the link.
- Select Create.
- The New Technician window closes. On the Technician tab, the BOB Technician name displays. The linked icon is also displayed to indicate that the Technician records have been linked.
...