Use the Location tab in the Map2BOB window to link/unlink Signature Locations with BOB Sites as well as you can create a new BOB Site from this window. When you open Map2BOB from the Service Manager window's Additional menu, your Signature ERP Customers and Locations display, with each Customer Location on a separate row. This provides you with the ability to select which locations to link and track within BOB. (Cards > Service Management > Service Manager > Additional > Map2BOB Sites)
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Columns in this window: - Tracked - Indicates if the Location data is tracking in BOB. Only the Customer Location/Sites that have tracking turned on will be used with Service Requests in Building Optimization Broker.
- Linked - Indicates if the Customer's Location and Site are linked
- ERP Customer - Displays the Signature ERP Customer name.
- BOB Client - Displays the synced BOB Client name. The field is
- ERP Location - Displays the Signature ERP Location name.
- BOB Site - Displays the synced BOB Site name.
- Ellipsis - The availability of the following options depends on the BOB Client and/or Site availability and/or linked status.
- Manage Client
- Manage Contacts
- Manage Site
- Manage Equipment
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