Mapping to an Existing BOB Client

1. Go to Cards > Service Management > Service Manager.

2. From the Service Manager menu bar, go to Additional > Map2BOB Sites.

3. On the Location tab, mark the Tracking check box OR To the right of the ERP Customer/Location, select the ellipsis icon and then select Manage Client.

4. In the New Client window, from the Client Name drop-down, select the BOB Client.

5. The BOB Client information defaults into the remaining fields. You cannot edit the information.

6. Select Create.

7. On the Map2BOB window, the BOB Client displays to the right of the ERP Customer. This indicates that the ERP Customer and BOB Client are now 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.