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  1. Go to Cards > Service Management > Service Manager.
  2. From the Service Manager menu bar, go to Additional > Map2BOB Sites.
  3. Select the ellipses to the right of the ERP Customer and then select Manage Equipment.
  4. In the Equipment Tracking window, 


Excerpt

Columns in this window

  • Image Added Tracked - Indicates if the Equipment data is tracking in BOB.

    Note
    Only the Equipment that have tracking turned on will be used with Service Requests in Building Optimization Broker.
  • Image Added Linked - Indicates if the Customer's Location and Site are linked
  • ERP Equipment ID- Displays the ERP Equipment ID.
  • BOB Equipment - Displays the synced BOB Equipment name.
  • ERP Equipment Type - Displays the ERP Location name.
  • ERP Manufacturer - Displays the ERP Manufacturer name.
  • ERP Model Number - Displays the ERP Model Number.
  • ERP Serial Number - Displays the ERP Serial Number.
  • 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