Mapping Locations and Sites

Use the Location tab in the Map2BOB window to link/unlink ERP Locations with BOB Sites as well as you can create a new BOB Site from this window. When you open Map2BOB from the Service Manager window's Additional menu, 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. (Cards > Service Management > Service Manager > Additional > Map2BOB Sites) 

• If the BOB Client field is empty, you have the option from the ellipsis icon to Manage Client, which provides the ability to create the Client for BOB. See Creating a BOB Client.

• If the BOB Client is mapped and the BOB Site field is empty, you have the option from the ellipsis icon toManage Site: Provides the ability to create the Site for BOB. See Creating a BOB Site.Manage Contacts: Provides the ability to create and link the Contact. See Creating a BOB Contact.Manage Equipment: Provides the ability to create and link the Equipment. See Creating BOB Equipment

Additional Information

• Sort a column by selecting the column header.

• Drag a column header up to the "Drag a column header" section to group the table by that column.

• Search for an entity using the Search field in the top right corner.

• Filter within a column by entering the criteria at the top of the column in the Filter field.

• Filter the displayed entities using the Edit Filter button on the lower right corner. To clear the filter, select Edit Filter and then click the Delete icon.

• Refresh the table by selecting the Refresh button.

• View the BOB Company name, the BOB User name, and the number of Locations or Technicians (depending on the displayed tab) in the bottom left corner.

• View the Microsoft Dynamics GP User ID in the bottom right corner.

• Select the Home tab to display the options to map Locations (and Customers, Contacts, Equipment), Technicians, Statuses (Appointment and Service Call).

Columns in this Window

• 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 ClientManage ContactsManage SiteManage Equipment

See also:

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