Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Go to Cards > Service Management > Service Manager.
  2. From the Service Manager menu bar, go to Additional > Map2BOB Sites.
  3. On the Location tab, mark the Tracking check box OR select the ellipsis  to the right of the BOB Site field and then select Manage Site.
  4. In the New Site window, select the Site drop-down to display a list of BOB Sites that have not been linked to Signature ERP Locations. Once the BOB Site has been linked, that name no longer displays in this list. If the Site has not been created in BOB yet, select Create Location. See Creating a BOB Site.
  5. The BOB Site information displays in the appropriate fields. (Note that these fields are not editable.)
  6. Select Create.
  7. On the Location tab, the Location row is updated to indicate the Location/Site is tracking, linked, and the BOB Site name displays.

...