Use the Technician tab in the Building Optimization Broker Mapping window Map2BOB to link/unlink Signature ERP Technicians with BOB Technicians as well as you can . You also create a new BOB Technician from this window. A linked Technician is also automatically tracked. There isn't a separate tracking option for Technicians.
When you open the Building Optimization Broker Mapping window, your Signature Technicians and any mapped BOB Technicians display. access the Map2BOB Technician tab, the ERP Technician ID column is displaying all the ERP company's ERP Technician IDs, regardless of branch filtering. When mapping the Technicians, all the BOB Technician records for the BOB Company are accessed.
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If your company uses MCC generation, the process of automatically generating service calls from maintenance contracts, you will also need to map the UNASSIGNED ERP Technician to an UNASSIGNED BOB Technician. |
Additional Information
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Columns in this window
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- Linked: Indicates if the Technician is linked and tracked.
- ERP Technician ID - : Displays the Signature ERP Technician ID.
- BOB Technician - : Displays the BOB Technician name.
- ERP Technician - : Displays the Signature ERP Technician name.
- Ellipsis - The availability of the following options depends on the BOB Client and/or Site availability and/or linked status.
- Manage Client
- Manage Contacts
- Manage Site Manage Equipment: Opens the New Technician window where you create a link to an existing BOB Technician or create a new BOB Technician (and automatically link to that technician).
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See also: |