1. Go to Cards > Service Management > Service Manager.
2. From the Service Manager menu bar, go to Additional > Map2BOB Sites.
3. Select the ellipses 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 create a new 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 <Create a new BOB Equipment>. 
8. The ERP Equipment information defaults into some of the fields, however, you can edit this information.
   • Name: The Name field defaults with a combination of the ERP Equipment ID and the ERP Equipment Type. If there isn't an ERP Equipment Type, just the ERP Equipment ID defaults.
   • Equipment Type: Select the BOB Equipment Type.
   • Manufacturer: Select the BOB Manufacturer name.
   • Model Number: Defaults the ERP Model Number.
   • Serial Number: Defaults the ERP Serial Number.
9. Select Create.
10. The BOB Equipment is created. 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.