If you do not have a Site created in BOB that corresponds with an ERP Location, you can create the BOB Site record in Map2BOB. Creating the Site will also automatically link with the ERP Location. 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 linked the Site's Client record. See Mapping Customers and Clients. 

1. Go to Cards > Service Management > Service Manager.

2. From the Service Manager menu bar, go to Additional > Map2BOB Sites.

3. On the Location tab, select the ellipsis  to the right of the BOB Site field and then select Manage Site.
4. In the New Site window, select the Site drop-down and select <Create a new BOB Site>. 
5. The ERP Location information defaults into some of the fields.
6. Enter or edit the 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.
   • Unit of Measure: Select Square Meters or Square Feet and then provide the measurement 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. 
7. Select Create.
8. On the Location tab, the BOB Site name is displayed. The Tracked check box is marked and the Linked  icon displays on the Location row.

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.