Use the Location tab in the Map2BOB window to link/unlink ERP Customers with BOB Clients. You can also create a new BOB Client from this window.

When you open Map2BOB, your ERP 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. 

• 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 Mapping Locations and Sites.
  • Manage Contacts: Provides the ability to create and link the Contact. See Mapping Contacts.
  • Manage Equipment: Provides the ability to create and link the Equipment. See Mapping Equipment.

Additional Information

• 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 Delete icon.
• 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.
• Select the Home tab to display the options to map Locations (and Customers, Contacts, Equipment), Technicians, Statuses (Appointment and Service Call).

Columns in this Window

• Tracked: Indicates if the Site data is tracking in BOB.

  Only the Sites that have tracking turned on will be used with Service Requests in Building Optimization Broker.
• Linked: Indicates if the Customer's Location and Site are linked
• ERP Customer: Displays the ERP Customer name.
• BOB Client: Displays the synced BOB Client name. The field is
• ERP Location: Displays the ERP Location name.
• BOB Site: Displays the synced 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

Contents