After you have mapped the Client and Site, you can use the Location tab in the Map2BOB window to link/unlink ERP Equipment with BOB Equipment as well as you can create BOB Equipment from this window.

When you open Map2BOB, your ERP Customers and Locations display, with each Customer Location on a separate row. Select the ellipsis icon to the right of the BOB Site and then select Manage Equipment. 

Columns in this window

•  Tracked - Indicates if the Equipment data is tracking in BOB.

  Only the Equipment 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 Equipment ID- Displays the ERP Equipment ID.
• BOB Equipment - Displays the synced BOB Equipment name.
• ERP Equipment Type - Displays the ERP Location name.
• ERP Manufacturer - Displays the ERP Manufacturer name.
• ERP Model Number - Displays the ERP Model Number.
• ERP Serial Number - Displays the ERP Serial Number.
• 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