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Unlinking a Technician

Unlinking a Technician

Unlinking a technician will remove the link between the ERP Technician and the BOB Technician. If you created a new BOB Technician, the Technician still exists in Building Optimization Broker.

  1. Go to Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Technicians.
  2. From the Technician Setup window's menu bar, select Additional > Map2BOB Technician.
  3. In Map2BOB, to the right of the Technician to be unlinked, select the ellipsis icon.
  4. Select Manage Technician.
  5. In the New Technician window, select Unlink.
  6. Select Yes to unlink the entity.
  7. On the Technician tab, the BOB Technician is removed and the Linked icon no longer displays.

Buttons on this window

  • Cancel - Closes the window without making any changes.
  • Unlink - Removes the link to the entity. If you are unlinking a Client, this will also unlink all associated Sites, Technicians, Equipment, and Contacts. If you are unlinking a Site, this will also unlink Equipment and Technicians.