...

Use the Location tab in the Map2BOB window to link/unlink ERP Locations with BOB Sites as well as you can create a new BOB Site from this window. When you open Map2BOB from the Service Manager window's Additional menu, your ERP Customers and Locations display, with each Customer Location on a separate row. This provides you with the ability to select which locations to link and track within BOB. (Cards > Service Management > Service Manager

...

The Building Optimization Broker Mapping window displays with the Location tab open. 

...

> Additional > Map2BOB Sites) 

• If the BOB Client field is empty, you have the option from the ellipsis icon to Manage Client, which provides the ability to create the Client for BOB. See Creating a BOB Client.
• If the BOB Client is mapped and the BOB Site field is empty, you have the option from the ellipsis icon to
  • Manage Site: Provides the ability to create the Site for BOB. See Creating a BOB Site.
  • Manage Contacts: Provides the ability to create and link the Contact. See Creating a BOB Contact.
  • Manage Equipment: Provides the ability to create and link the Equipment. See Creating BOB Equipment

Additional Information

Columns in this Window