After you have mapped the Client and Site, you can use the 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
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- 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
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Columns on the Equipment Tracking Window
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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.
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- Linked: Indicates if the
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- 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: Select the ellipsis icon to access the
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- Equipment Tracking window to map or create BOB Equipment.
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Contents
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