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Kimberly Onnen

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sdfsfdsdfUnlinking a BOB Equipment will remove the link between the ERP Equipment and the BOB Equipment. If you created a new BOB Equipment, the Equipment still exists in Building Optimization Broker.

  1. Go to Cards > Service Management > Service Manager.
  2. From the Service Manager menu bar, go to Additional > Map2BOB Sites.
  3. Select the ellipsis icon to the right of the ERP Customer and then select Manage Equipment.
  4. In the Equipment Tracking window, to the right of the Equipment to unlink, select the ellipsis icon.
  5. Select Manage Equipment.

  6. In the Equipment window, select Unlink. 

  7. Select Yes to unlink the entity.

  8. In the Equipment Tracking window, the BOB Equipment is cleared. The Tracked check box is cleared and the Linked icon no longer displays.

Excerpt

Buttons on this window

  • Cancel - Closes the window without making any changes.
  • Unlink - Removes the link to the entity. If you are unlinking a Client, this will also unlink all associated Sites, Technicians, Equipment, and Contacts. If you are unlinking a Site, this will also unlink Equipment and Technicians.

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