After you have mapped the Client and Site, you can use the Location tab in the Building Optimization Broker Mapping window to link/unlink Signature Equipment with BOB Equipment as well as you can create BOB Equipment from this window.
When you open the Building Optimization Broker Mapping window, your Signature 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.
Columns in this window:
- Tracked - Indicates if the Location data is tracking in BOB.
- Linked - Indicates if the Customer's Location and Site are linked
- ERP Customer - Displays the Signature Customer name.
- BOB Client - Displays the BOB Client name.
- ERP Location - Displays the Signature Location name.
- BOB Site - Displays the BOB Site 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