If you do not have a Site created in BOB that corresponds with an ERP Location, you can create the BOB Site record in Map2BOB. Creating the Site will also automatically link with the ERP Location. Before Tracking is also automatically marked when the new BOB Site is created. Before you can link and track a BOB Site, you will need to have that linked the Site's Client records linkedrecord. See Mapping Customers and Clients.
- Go to Cards > Service Management > Service Manager.
From the Service Manager menu bar, go to Additional > Map2BOB Sites.
- 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. - In the New Site window, select the Site drop-down and select <Create Sitea new BOB Site>.
- The ERP Location information defaults into some of the fields.
- Enter or edit the following fields:
- Site Name: Enter the unique Site name. This information defaults from the ERP Location.
- Street Address, City, State, Zip Code, Country: Enter the physical rooftop address. This information defaults from the ERP Customer.
- Building Type: Select type of building.
- Square Footage: Provide the square footage of the Site.
- Fuel Types: Select one or more Fuel Types (optional).
- Energy Contact: Select the Contact.
- Facilities Contact: Select the Contact.
- Sales Contact: Select the Contact.
- Select Create.
- On the Location tab, the Location row is updated to indicate the Site is tracked, linked, and the BOB Site name is displayed.
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