After you have mapped the Client and Site, you can use the Location tab in Equipment Tracking window the Map2BOB window to link/unlink ERP Equipment with BOB Equipment as well as you can create BOB Equipment from this window.
- To access the Equipment window, select the ellipsis
...
- icon to the right of the BOB Site, and then select Manage Equipment.
- At the top of the window, the current Customer and Location are displayed.
- The ERP Equipment for the Customer populates in the scrolling window.
Additional Equipment Tracking Window Information
| Excerpt |
|---|
|
...
|
Columns on the Equipment Tracking Window
...
Tracked: Indicates if the Equipment data is tracking in BOB.
Note Only Equipment that has tracking turned on will be used with Service Requests in Building Optimization Broker.
...
- Linked: Indicates if the
...
- Equipment records 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
...
- Manage Client
- Manage Contacts
- Manage Site
- Manage Equipment
Contents
...
- : Select the ellipsis icon to access the Equipment Tracking window to map or create BOB Equipment.
| Scroll ignore | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||||
See also: |