If you have a Technician in Building Optimization Broker that corresponds with the ERP Technician, you can quickly link the two Technician records.
| Note |
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If your company uses MCC generation, the process of automatically generating service calls from maintenance contracts, you will also need to map the UNASSIGNED ERP Technician to an UNASSIGNED BOB Technician. |
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. OR if you are already in the Map2BOB window, select Home and then select Technicians.- In Map2BOB, if the ERP Technician does not have a Technician mapped, the Linked
icon is not displayed and 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 to display a list of unlinked BOB Technicians.
- Select the BOB Technician. If you don't see the appropriate Technician on the list, you can create a new BOB Technician from this window. See Creating a 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.
- On the Technician tab, the BOB Technician name and the Linked
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