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.When  When you open the Building Optimization Broker Mapping window, your Signature Map2BOB from the Service Manager window's Additional menu, your ERP Customers and Locations display, with each Customer Location on a separate linerow. This provides you with the ability to select which locations to link and track within BOB. (Cards > Service Management > Service Manager > 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 and Linking a New BOB Site.
  • Manage Contacts: Provides the ability to create and link the Contact. See Creating and Linking a New BOB Contact.
  • Manage Equipment: Provides the ability to create and link the Equipment. See See Creating and Linking a New BOB Equipment.

Accessing the Location Mapping tab

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

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Additional Information

Columns in this Window

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Linking to an Existing BOB Site

If a Location is not linked, the visual indicators that the Location is not linked would be that the Linked column does not display the link Image Removed icon and the BOB Site field is empty.

1. On the Technician Mapping tab, select the ellipsis Image Removed to the right of the BOB Site field.
2. Select Manage Site.
3. In the New Technician window, select the Technician Name drop-down to display a list of BOB Technicians that have not been linked to Signature Technicians. Once the BOB Technician has been linked, that name no longer displays in this list. If the Technician has not been created in BOB yet, select Create Technician. See Creating and Linking and Creating a New BOB Site below.
4. The BOB Technician's information displays in the appropriate fields. (Note that these fields are not editable.)
5. Select Create.
6. On the Technician Mapping tab, the Technician row is updated to now display the link icon and the BOB Technician name.

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