- Go to Cards > Service Management > Service Manager.
- From the Service Manager menu bar, go to Additional > Map2BOB Sites.
- Select the ellipses ellipses
icon to the right of the ERP Customer and then select Manage Equipment.
- In the Equipment Tracking window,
...
Columns in this window
...
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. |
...
- the Equipment information populates. If the BOB Equipment field is empty, this indicates that ERP Equipment is not linked with an equivalent BOB Equipment.
- To create a new BOB Equipment, you can either select the Tracked check box or select the ellipsis
icon to the right of the ERP Serial Number and then select xxxxx. - In the Create New Equipment window, the BOB Client and BOB Site default into this window.
- Select the Name drop-down and then select <Create a new BOB Equipment>.