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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.


Columns on the Equipment Tracking Window

  • Image Removed 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.

  • Image Removed Linked: Indicates if the 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 Equipment Tracking window to map or create BOB Equipment.

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See also: