Map2BOB Overview
- Documentation Reviewer
- Kimberly Onnen
Map2BOB provides an efficient process that will allow a Signature Service Management (SMS) user to create entity data in Building Optimization Broker (BOB) using data from ERP Customers, Locations, Equipment, Contacts, Technicians, and Service Call and Appointment Statuses. This also creates the link between the BOB entity and the ERP entity. If you’ve already created entity data in Building Optimization Broker, you can use the Map2BOB features to link existing BOB entity data to its ERP equivalent.
This linking of ERP data to the Building Optimization Broker will enable the BOB user to view data that lives within Signature. Specifically, it enables the ‘Tracking’ feature in BOB’s IoT Hub, which allows SMS Service Calls and Appointment history for linked and tracked Sites to be exposed in the Service Requests module, in read-only fashion.
It is important to note that tracking occurs at the Location/Site level. While you do need to link the ERP Customer and BOB Client, you can choose to track specific Locations/Sites. You can also link equipment but select specific equipment to track.
Only the Sites and Equipment that have tracking turned on will be used with Service Requests in Building Optimization Broker.
Depending upon where you access the utility, the respective tab is displayed for Locations, Technicians, or Statuses. You can access the other tabs by selecting the Home tab in the window and then selecting the appropriate button.
- Service Manager window - Map2BOB defaults to the Locations tab where you can:
- Link Clients
- Link Contacts
- Link and Track Sites
- Link and Track Equipment
- Technician Setup window - Map2BOB defaults to the Technicians tab.
- Link Technicians
- Appointment Setup window - Map2BOB defaults to the Statuses tab.
- Link Appointment Statuses
- Link Service Call Statuses
Map2BOB Window Overview
- 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).
How can I tell if an entity is tracked and/or linked?
| Entity | Indicator |
|---|---|
| Appointment Status | In the Map2BOB Status tab, in the Appointment Statuses tab, the Linked column displays the link icon to the left of the ERP Status and the BOB Status displays. |
| Contact | In the Client Contacts window, if the BOB Contact is displayed to the right of the ERP Contact, the two Contact records are linked. |
| Customer | In the Map2BOB Location tab, if the BOB Client is displayed to the right of the ERP Customer on the Map2BOB Location tab, the Customer and the BOB Client are linked. |
| Equipment | In the Equipment Tracking window:
|
| Location | In the Map2BOB Location tab:
|
| Service Call Status | In the Map2BOB Status tab, in the Service Call Statuses tab, the Linked column displays the link icon to the left of the ERP Status and the BOB Status displays. |
| Technician | In the Map2BOB Technician tab, if a Technician is not linked with a BOB Technician, the Linked column does not display the link icon to the left of the Technician ID. |