Map2BOB is provides the ability to map your ERP entities (Customers, Locations, Contacts, Technicians, Equipment, and/or Appointment/Service Call Statuses) to Building Optimization Broker entities (Clients, Sites, Contacts, Technicians, Equipment, and Appointment/Service Request Statuses) accessed from the following Service Management windows via the Additional menu.
Depending upon where you access the utility, the respective tab is displayed for Locations, Technicians, or Statuses. You can access the other tabs by selecting the Home tab in the window and then selecting the appropriate button.
How can I tell if an entity is tracked and/or linked?
Entity | Indicator |
---|---|
Appointment Status | |
Contact | |
Customer | If the Client field on the Location tab is empty, then In the Map2BOB Location tab, if the BOB Client is displayed to the right of the ERP Customer on the Map2BOB Location tab, the Customer and the BOB Client are not linked. |
Equipment | In the Equipment Tracking window:
|
Location | In the Map2BOB Location tab:
|
Service Call Status | |
Technician | If In the Map2BOB Technician tab, if a Technician is not linked with a BOB Technician, the Linked column does not display the link icon to the left of the Technician ID. |