After you have mapped the Client and Site, you can use the Location tab in the Map2BOB window to link/unlink ERP Equipment with BOB Equipment as well as you can create BOB Equipment from this window.
When you open Map2BOB, 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.
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