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.
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