Use the Location tab in the Map2BOB window to access the New Client window where you can map ERP Customers with existing BOB Clients. You can also create a new BOB Client from this window. Additionally, you can unlink the ERP Customer and BOB Client.

When you open Map2BOB, your ERP Customers and Locations display, with each Customer Location on a separate row. 

Additional Information

• Sort a column by selecting the column header.
• Drag a column header up to the "Drag a column header" section to group the table by that column.
• Search for an entity using the Search field in the top right corner.
• Filter within a column by entering the criteria at the top of the column in the Filter field.
• Filter the displayed entities using the Edit Filter button on the lower right corner. To clear the filter, select Edit Filter and then click the Delete icon.
• Refresh the table by selecting the Refresh button.
• View the BOB Company name, the BOB User name, and the number of Locations or Technicians (depending on the displayed tab) in the bottom left corner.
• View the Microsoft Dynamics GP User ID in the bottom right corner.
• Select the Home tab to display the options to map Locations (and Customers, Contacts, Equipment), Technicians, Statuses (Appointment and Service Call).

Columns in this Window

• 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