Creating BOB Equipment

1. Go to Cards > Service Management > Service Manager.
2. From the Service Manager menu bar, go to Additional > Map2BOB Sites.
3. Select the ellipses  icon to the right of the ERP Customer and then select Manage Equipment.
4. In the Equipment Tracking window, the Equipment information populates. If the BOB Equipment field is empty, this indicates that ERP Equipment is not linked with an equivalent BOB Equipment.
5. To create a new BOB Equipment, you can either select the Tracked check box or select the ellipsis  icon to the right of the ERP Serial Number and then select xxxxx.
6. In the Create New Equipment window, the BOB Client and BOB Site default into this window. 
7. Select the Name drop-down and then select <Create a new BOB Equipment>. 
8. The ERP Equipment information defaults into some of the fields, however, you can edit this information.
   • Name: The Name field defaults a combination of the ERP Equipment ID and the ERP Equipment Type.
   • Equipment Type: Select the BOB Equipment Type.
   • Manufacturer: Select the BOB Manufacturer name.
   • Model Number: Defaults the ERP Model Number.
   • Serial Number: Defaults the ERP Serial Number.
9. Select Create.

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