Use the Location tab in the Building Optimization Broker Mapping Map2BOB window to link/unlink Signature ERP Locations with BOB Sites as well as you can create a new BOB Site from this window. When you open Map2BOB from the Building Optimization Broker Mapping window from the Service Manager window's Additional menu, your Signature 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. (Cards > Service Management > Service Manager > Additional > BOB Site Tracking SetupMap2BOB Sites) 

• If the BOB Client field is empty, you have the option from the ellipsis icon to Manage Client, which provides the ability to create the Client for BOB. See Creating a BOB Client.
• If the BOB Client is mapped and the BOB Site field is empty, you have the option from the ellipsis icon to
  • Manage Site: Provides the ability to create the Site for BOB. See Creating a BOB Site.
  • Manage Contacts: Provides the ability to create and link the Contact. See Creating a BOB Contact.
  • Manage Equipment: Provides the ability to create and link the Equipment. See Creating BOB Equipment

Additional Information

Columns in this

...

Window