If you have a Technician in Building Optimization Broker that corresponds with the ERP Technician, you can quickly link the two Technician records.

1. Go to Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Technicians.
2. From the Technician Setup window's menu bar, select Additional > Map2BOB Technician.
3. In Map2BOB, if the ERP Technician does not have a Technician mapped, the Linked icon is not displayed and the BOB Technician field is empty.
4. To the right of the Technician row, select the ellipsis  icon.
5. Select Manage Technician.
6. In the New Technician window, select the Technician Name drop-down to display a list of unlinked BOB Technicians. 
7. Select the BOB Technician. If you don't see the appropriate Technician on the list, you can create a new BOB Technician from this window. See Creating a BOB Technician.
8. The Technician's information populates the fields. If any of the fields is missing information, you will need to enter this before you can create the link.
9. Select Create.
10. On the Technician tab, the BOB Technician name and the Linked icon display to indicate that the Technician records have been linked.

Buttons on this window

• Reset: Resets the window to its original information without closing the window.
• Create: Creates the link between entities. (If you are also creating a new entity, this saves the entity and creates the link.)
• Cancel: Closes the window without making any changes.