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Map2BOB is provides the ability to map your ERP entities (Customers, Locations, Contacts, Technicians, Equipment, and/or Appointment/Service Call Statuses) to Building Optimization Broker entities (Clients, Sites, Contacts, Technicians, Equipment, and Appointment/Service Request Statuses) accessed from the following Service Management windows via the Additional menu.

It is important to note that tracking occurs at the Location/Site level. While you do need to link the ERP Customer and BOB Client, you can choose to track specific Locations/Sites. You can also link equipment but select specific equipment to track.

Only the Sites and Equipment that have tracking turned on will be used with Service Requests in Building Optimization Broker.

Depending upon where you access the utility, the respective tab is displayed for Locations, Technicians, or Statuses. You can access the other tabs by selecting the Home tab in the window and then selecting the appropriate button.

  • Service Manager window - Map2BOB defaults to the Locations tab where you can:
    • Link Clients
    • Link Contacts
    • Link and Track Sites
    • Link and Track Equipment
  • Technician Setup window - Map2BOB defaults to the Technicians tab.
    • Link Technicians
  • Appointment Setup window - Map2BOB defaults to the Statuses tab.
    • Link Appointment Statuses
    • Link Service Call Statuses

Map2BOB Window Overview

  • Sort a column by selecting the column header.
  • Drag a column header up to the "Drag a column header" section to group the table by that column.
  • Search for an entity using the Search field in the top right corner.
  • Filter within a column by entering the criteria at the top of the column in the Filter field.
  • Filter the displayed entities using the Edit Filter button on the lower right corner. To clear the filter, select Edit Filter and then click the Deleteicon.
  • Refresh the table by selecting the Refresh button.
  • View the BOB Company name, the BOB User name, and the number of Locations or Technicians (depending on the displayed tab) in the bottom left corner.
  • View the Microsoft Dynamics GP User ID in the bottom right corner.


How can I tell if an entity is tracked and/or linked?

EntityIndicator
Appointment Status
ContactIn the Client Contacts window, if the BOB Contact is displayed to the right of the ERP Contact, the two Contact records are linked.
CustomerIn the Map2BOB Location tab, if the BOB Client is displayed to the right of the ERP Customer on the Map2BOB Location tab, the Customer and the BOB Client are linked.
Equipment

In the Equipment Tracking window:

  • If Equipment is tracking in Building Optimization Broker, the Tracked check box is marked.
  • If the ERP Equipment is linked with BOB Equipment, the Linked column displays the link icon to the left of the Equipment.
Location

In the Map2BOB Location tab:

  • If the BOB Site is tracking in Building Optimization Broker, the Tracked check box is marked.
  • If a Location is linked with a BOB Site, the Linked column displays the link icon.
Service Call Status
Technician

In the Map2BOB Technician tab, if a Technician is not linked with a BOB Technician, the Linked column does not display the link icon to the left of the Technician ID.

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