Use the Location tab in the Map2BOB window to link/unlink ERP Locations with BOB Sites as well as you can create a new BOB Site from this window. When you open Map2BOB from the Service Manager window's Additional menu, your ERP Customers and Locations display, with each Customer Location on a separate row. This provides you with the ability to select which locations to link and track within BOB. (Cards > Service Management > Service Manager > Additional > Map2BOB Sites) 

• If the BOB Client field is empty, you have the option from the ellipsis icon to Manage Client, which provides the ability to create the Client for BOB. See Creating a BOB Client.
• If the BOB Client is mapped and the BOB Site field is empty, you have the option from the ellipsis icon to
  • Manage Site: Provides the ability to create the Site for BOB. See Creating a BOB Site.
  • Manage Contacts: Provides the ability to create and link the Contact. See Creating a BOB Contact.
  • Manage Equipment: Provides the ability to create and link the Equipment. See Creating BOB Equipment

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