Use the Location tab in the Map2BOB window to link/unlink access the New Client window where you can map ERP Customers with existing BOB Clients. You can also create a new BOB Client from this window. Additionally, you can unlink the ERP Customer and BOB Client.
When you open Map2BOB, your ERP Customers and Locations display, with each Customer Location on a separate row. This provides you with the ability to select which locations to link and track within BOB.
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- Manage Site: Provides the ability to create the Site for BOB. See Mapping Locations and Sites.
- Manage Contacts: Provides the ability to create and link the Contact. See Mapping Contacts.
- Manage Equipment: Provides the ability to create and link the Equipment. See Mapping Equipment.
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If a linked BOB Client that has been linked with an ERP Customer is deleted in Building Optimization Broker before the records can be unlinked, the ERP Customer name displays in bold and italics to indicate that there is a broken link. You will need to contact Key2Act WennSoft Support for assistance with fixing the broken link. |
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