Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

If you do not have a Technician created in BOB that corresponds with the Signature ERP Technician, you can create the BOB Technician record in the BOB Mapping ToolMap2BOB. Creating the Technician will also automatically link the ERP/BOB Technician records.

  1. Go to Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Technicians.
  2. From the Technician Setup window's menu bar, select Additional > Map2BOB Technician Mapping.
  3. In the Mapping ToolMap2BOB, if the Signature ERP Technician does not have a Technician mapped, the Linked icon is not displayed and the BOB Technician field is empty.
  4. To the right of the Technician row, select the ellipsis Image Removed iconellipsis icon.
  5. Select Manage Technician.
  6. In the New Technician window, select the Technician Name drop-down. Verify the technician's name is not listed. 
  7. Select <Create Techniciana new BOB Technician>.
  8. The Signature ERP Technician Name and Title automatically populates auto-populates with the ERP Technician information, however, you can edit this information.
  9. Enter the Email Address and Phone Number.
  10. Select the Seniority Level.
  11. Select one or more Specialties. (Optional)
  12. Select Create.
  13. The New Technician window closes. On the Technician tab, the BOB Technician name displays. The linked icon is also displayed.and the Linked icon display to indicate that the Technician is now linked.

Insert excerpt
Mapping to an Existing BOB Site
Mapping to an Existing BOB Site
nopaneltrue