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Mapping Appointment Statuses
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Mapping Appointment Statuses

Owned by Documentation Reviewer
Last updated: Nov 17, 2023 by Kimberly Onnen

Use the Appointment Statuses window to map your ERP appointment statuses with the corresponding BOB status. If the Linked icon is displayed as well as the BOB Status shows to the right of the ERP status, the status records have been linked. For more information about BOB Statuses, see Service Statuses in the Building Optimization Broker documentation.

Building Optimization Broker has a limited selection of statuses. You may need to map one or more ERP statuses to a BOB status. If you choose to map multiple Signature status values to a BOB status where communications are automatic, you will receive a notification (email, SMS, etc.) each time the BOB status is triggered.

To map appointment statuses:

  1. Go to Microsoft Dynamics GP > Tools > Settings > Service Management > Lookup Setup > Service > Appointment Status. From the menu bar, select Additional > Map2BOB Statuses. OR  if you are already in the Map2BOB window, select Home and then select Statuses.
  2. On the Appointment Statuses tab, the ERP Statuses display. 
  3. Click in the BOB Status field to the right of the ERP Status.
  4. Select the appropriate BOB Status to link to the ERP Status.
  5. Complete this for all the ERP Appointment Statuses that your company uses.

Unlinking an Appointment Status

  1. To unlink an Appointment Status, access the Appointment Statuses window.
  2. Select the row that contains the Status records to be unlinked.
  3. Click the x icon to the right of the BOB Status to clear the field.

Columns in this window

  • Linked: Indicates if the Status records have been linked.
  • ERP Status: Displays the ERP Appointment Statuses
  • BOB Status: Displays the BOB Appointment Statuses once the Status records have been linked.