If you have a Technician in Building Optimization Broker that corresponds with the ERP Technician, you can quickly link the two Technician records.
-
Go to Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Technicians. From the Technician Setup window's menu bar, select Additional > Map2BOB Technician. OR if you are already in the Map2BOB window, select Home and then select Technicians.
-
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.
-
To the right of the Technician row, select the ellipsis icon.
-
Select Manage Technician.
-
In the New Technician window, select the Technician Name drop-down to display a list of unlinked BOB Technicians.
-
Select the BOB Technician. If you don't see the appropriate Technician on the list, you can create a new BOB Technician from this window. See Creating a BOB Technician.
-
The Technician's information populates the fields. If any of the fields is missing information, you will need to enter this before you can create the link.
-
Select Create.
-
On the Technician tab, the BOB Technician name and the Linked icon display to indicate that the Technician records have been linked.
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.