Use the Location tab in the Building Optimization Broker Mapping Map2BOB window to link/unlink Signature ERP Locations with BOB Sites as well as you can create a new BOB Site from this window.

Accessing the Location Mapping tab

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 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

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

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• Tracked Image Removed- Indicates if the Location data is tracking in BOB.

• Linked Image Removed - Indicates if the technician is linked between BOB and Signature.

• ERP Technician ID - Displays the Signature Technician ID.

• BOB Technician - Displays the BOB Technician Name.

• ERP Technician - Displays the Signature Technician Name.

Linking to an Existing BOB Site

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> 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

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