Mapping Equipment

After you have mapped the Client and Site, you can use the Equipment Tracking window the Map2BOB window to link/unlink ERP Equipment with BOB Equipment as well as you can create BOB Equipment from this window.

1. To access the Equipment window, select the ellipsis icon to the right of the BOB Site, and then select Manage Equipment. 

2. At the top of the window, the current Customer and Location are displayed.

3. The ERP Equipment for the Customer populates in the scrolling window.

Additional Equipment Tracking Window 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.

Columns on the Equipment Tracking Window

• Tracked: Indicates if the Equipment data is tracking in BOB.

  Only Equipment that has tracking turned on will be used with Service Requests in Building Optimization Broker.

• Linked: Indicates if the Equipment records are linked

• ERP Equipment ID: Displays the ERP Equipment ID.

• BOB Equipment: Displays the synced BOB Equipment name.

• ERP Equipment Type: Displays the ERP Location name.

• ERP Manufacturer: Displays the ERP Manufacturer name.

• ERP Model Number: Displays the ERP Model Number.

• ERP Serial Number: Displays the ERP Serial Number.

• Ellipsis: Select the ellipsis icon to access the Equipment Tracking window to map or create BOB Equipment.

See also:

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