If you do not have a Site created in BOB that corresponds with a Signature an ERP Location, you can create the BOB Site record in the BOB Mapping ToolMap2BOB. Creating the Site will also automatically link with the Signature ERP Location. Before Tracking is also automatically marked when the new BOB Site is created. Before you can link and track a BOB Site, you will need to have that linked the Site's Client records linkedrecord. See Mapping Customers and Clients.
- Go to Cards > Service Management > Service Manager.
From the Service Manager menu bar, go to Additional > BOB Sit Tracking Setup> Map2BOB Sites.
- On the Technician Mapping Location tab, select the ellipsis
to ellipsis to the right of the BOB Site field .Select and then select Manage Site. - In the New Site window, select the Site drop-down and select <Create Locationa new BOB Site>.
- The Signature ERP Location information defaults into some of the fields.
- Enter or edit the remaining fields.following fields. Required fields indicated with an asterisk.
- Site Name*: Enter the unique Site name. This information defaults from the ERP Location.
- Street Address, City, State, Postal Code, Country*: Enter the physical rooftop address. This information defaults from the ERP Customer.
- Building Type*: Select the type of building.
- Square Footage*: Provide the square footage of the Site.
- Fuel Types*: Select one or more Fuel Types (optional).
- Energy, Facilities, Sales Contact: Select the BOB Contact for each of these fields.
- Select Create.
- On the Location Mapping tab, the Location row is updated to now display the link icon and the BOB Site nameBOB Site name is displayed. The Tracked check box is marked and the Linked icon displays on the Location row.
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