- Go to Cards > Service Management > Service Manager.
- From the Service Manager menu bar, go to Additional > Map2BOB Sites.
- Select the ellipses
icon to the right of the ERP Customer and then select Manage Equipment.
- 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.
- 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 xxxxx. - In the Create New Equipment window, the BOB Client and BOB Site default into this window.
- Select the Name drop-down and then select <Create a new BOB Equipment>.
- The ERP Equipment information defaults into some of the fields, however, you can edit this information.
- Name: The Name field defaults a combination of the ERP Equipment ID and the ERP Equipment Type.
- 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.
- Select Create.
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