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Excerpt
  • Sort a column by selecting the column header.
  • Drag a column header up to the "Drag a column header" section to group the table by that column.
  • Search for an entity using the Search field in the top right corner.
  • Filter within a column by entering the criteria at the top of the column in the Filter field.
  • Filter the displayed entities using the Edit Filter button on the lower right corner. To clear the filter, select Edit Filter and then click the Delete Image Removed icon.
  • Refresh the table by selecting the Refresh button.
  • View the BOB Company name, the BOB User name, and the number of Locations (depending on the displayed tab) in the bottom left corner.
  • View the Microsoft Dynamics GP User ID in the bottom right corner.
  • Select the Home tab to display the options to map Locations (and Customers, Contacts, or Equipment).

How can I tell if an entity is tracked and/or linked?

EntityIndicator
ContactIn the Client Contacts window, if the BOB Contact is displayed to the right of the ERP Contact, the two Contact records are linked.
CustomerIn the Map2BOB Location tab, if the BOB Client is displayed to the right of the ERP Customer on the Map2BOB Location tab, the Customer and the BOB Client are linked.
Equipment

In the Equipment Tracking window:

  • If Equipment is tracking in Building Optimization Broker, the Tracked check box is marked.
  • If the ERP Equipment is linked with BOB Equipment, the Linked column displays the
link Image Removed icon
  • link icon to the left of the Equipment.
Location

In the Map2BOB Location tab:

  • If the BOB Site is tracking in Building Optimization Broker, the Tracked check box is marked.
  • If a Location is linked with a BOB Site, the Linked column displays the link
Image Removed
  • icon.