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Mapping Existing BOB Equipment

Mapping Existing 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 ellipsis 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 link an existing 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 Manage Equipment.
  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 the appropriate BOB Equipment. 
  8. The BOB Equipment information defaults into the fields as display-only.
  9. Select Create.
  10. On the Equipment Tracking window, the BOB Equipment name is displayed. The Tracked check box is marked and the Linked icon displays.

Buttons on this window

  • Reset: Resets the window to its original information without closing the window.
  • Create: Creates the link between entities. (If you are also creating a new entity, this saves the entity and creates the link.)
  • Cancel: Closes the window without making any changes.