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If you have a Technician created in BOB Building Optimization Broker that corresponds with the Signature ERP Technician, you can quickly link the two Technician records.

  1. Go to Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Technicians. From the Technician Setup window's menu bar, select Additional > Technician MappingMap2BOB Technician. OR if you are already in the Map2BOB window, select Home and then select Technicians.
  2. In the Mapping ToolMap2BOB, if the Signature ERP Technician does not have a Technician mapped, the Linked icon is not displayed and the BOB Technician field is empty.
  3. To the right of the Technician row, select the ellipsis Image Removed iconellipsis icon.
  4. Select Manage Technician.
  5. In the New Technician window, select the Technician Name drop-down to display a list of unlinked BOB Technicians
  6. Select the BOB Technician. If you don't see the appropriate Technician on the list, you can create a new BOB Technician from this window. See Creating a BOB Technician.
  7. The Technician's information populates the fields. If any of the fields is missing information, you will need to enter this before you can create the link.
  8. Select Create.
  9. The New Technician window closes. On the Technician tab, the BOB Technician name displays. The linked icon is also displayed and the Linked icon display to indicate that the Technician records have been linked.

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Mapping to an Existing BOB Site
Mapping to an Existing BOB Site
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