If you do not have a Technician created in BOB that corresponds with the ERP Technician, you can create the BOB Technician record in Map2BOB. Creating the Technician will also automatically link the ERP/BOB Technician records.
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Go to Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Technicians.
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From the Technician Setup window's menu bar, select Additional > Map2BOB Technician.
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In Map2BOB, if the ERP Technician does not have a Technician mapped, the Linked icon is not displayed and the BOB Technician field is empty.
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To the right of the Technician row, select the ellipsis icon.
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Select Manage Technician.
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In the New Technician window, select the Technician Name drop-down. Verify the technician's name is not listed.
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Select <Create a new BOB Technician>.
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The ERP Technician Name and Title auto-populates with the ERP Technician information, however, you can edit this information.
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Enter the Email Address and Phone Number.
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Select the Seniority Level.
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Select one or more Specialties. (Optional)
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Select Create.
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On the Technician tab, the BOB Technician name and the Linked icon display to indicate that the Technician is now linked.
Buttons on this window
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Reset: Resets the window to its original information without closing the window.
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Create: Creates the link between entities. (If you are also creating a new entity, this saves the entity and creates the link.)
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Cancel: Closes the window without making any changes.