Pool Asset Management

You can use the Pool Asset Management (PAM) component to manage physical assets such
as vehicles, LCD projectors, cell phones, and similar objects that you have grouped into a
pool !hese pool assets can be used jointly and removed "rom the pool "or a certain period o"
time You can control and monitor the use o" your pool assets "rom the re#uirement coverage
re#uest, through issue, to return and settlement o" the service
$sing Pool Asset Management, you can%
&chedule a pool asset re#uest
'eserve a pool asset
&end a con"irmation e(mail to the re#uester o" a pool asset
)ssue and return a pool asset
Complete the service
*versee repairs to a pool asset
A graphical planning board is available "or these activities (transaction code PAM+,)
Archiving
You can archive Requirements and Splits "or Pool Asset Management -or this purpose, the
"ollo.ing t.o tables have been added to the archiving object "or maintenance noti"ications
(PM/0M1L)% Requirements (Objects to be Scheduled) (technical name% PAM&/211D) and
Splits (Objects to be Scheduled) (technical name% PAM&/&PL)!)
Overview of Functions

Pool Asset Management allo.s you to plan pool assets "rom the point at .hich they are
re#uested right up to the point at .hich the service is settled Demand noti"ications can be
entered in the system directly by the re#uester or by the planner !he graphical planning
board allo.s the planner to display and plan all demands !he planning board sho.s the
individual demands as a series o" bars !he planner can then use drag and drop to assign these
demands to the available pool assets, .hich are also displayed graphically !he current status
o" each demand noti"ication is indicated by various bar colors, .hich means that the planner
can instantly see ho. each o" the pool assets is being used and .hat the utili3ation and status
o" the entire pool is
Integration
!he "unctions in Pool Asset Management and the graphical planning board are implemented
.ith standard &AP objects, thus providing a ma4imum level o" integration .ith the &AP
system .ith minimum training re#uirements
!he demand noti"ication is stored in the system as a maintenance noti"ication .ith
noti"ication type M- !he noti"ication collects all o" the data relating to the operation )t
documents the individual planning steps and their status changes !he individual pool assets
are modeled in the "orm o" e#uipment master records -unctional locations are used to
combine individual assets in a pool (.hereby the "unctional location must allo. the
installation o" multiple items o" e#uipment) &ervice orders are used to collect the costs "or
using a pool asset
Prerequisites
You have con"igured the Customi3ing settings "or Pool Asset Management and "or the
integrated "unctions in Plant Maintenance and Customer &ervice
Features
!he process "lo. "rom the demand noti"ication to the .ithdra.al and return o" a pool asset is
as "ollo.s%
!he employee enters a demand in the system in the "orm o" a maintenance noti"ication !he
planner "or the pool can see all the demands and available pool assets in the graphical
planning board 5hen the planner assigns a demand to an available pool asset, the asset is
reserved and the employee automatically receives an e(mail con"irming the reservation
5hen the employee retrieves the pool asset, the data that is used later "or settlement is
recorded
)" the asset is a pool vehicle, "or e4ample, the employee receives the 6eys to the vehicle along
.ith the registration documents, and the planner records the current mileage76ilometer
reading 5hen the vehicle is returned, the ne. mileage76ilometer reading is entered so that
the system can automatically calculate the cost o" using the asset on the basis o" the distance
driven and the duration (!he mileage76ilometer reading is modeled in the system in the "orm
o" a measurement document) )n this .ay, the use o" the pool asset can be settled as soon as
the asset is returned, and the asset is available again immediately
)" a demand cannot be "ul"illed or is canceled, the relevant cancelation activities can be
carried out
Status of the Demand otification
5hen the demand noti"ication is entered, it has the status 8not planned8 5hen the planner
assigns a pool asset to a demand, the status o" the demand changes to 8planned8 5hen it is
reserved, its status changes to 8reserved8 and the re#uester is in"ormed o" the reservation
5hen the re#uester pic6s up the pool asset, the noti"ication status changes to 8retrieved8
5hen the asset is returned, the status changes to 8returned8 !he process "lo. ends .hen it is
settled and the status changes to 8settled8
Activities
!he "ollo.ing transactions are available%
9raphical resource planning .ith planning board (transaction PAM+,)
Create pool (transaction PAM+:)
1dit pool (transaction PAM+;)
You can access these transactions "rom the &AP menu by choosing% !ogistics "ustomer
Service Service Processing Pool Asset Management
Customizing

&ince Pool Asset Management "unctions and the graphical planning board display use
standard &AP objects, the settings "or the respective standard objects must be con"igured
alongside the Customi3ing settings "or Pool Asset Management
)n the )mplementation 9uide ()M9), con"igure the Customi3ing settings "or the "ollo.ing
objects%
Maintenance 2oti"ication (Demand 2oti"ication)
You can con"igure the settings "or noti"ication type M- under "ross#Application
"omponents otification
A <C set is available "or these settings and is imported automatically
-unctional Location (Car Pool)
You con"igure the settings "or the "unctional location under Plant Maintenance and
"ustomer Service Master Data in Plant Maintenance and "ustomer Service
$echnical Objects %unctional !ocations
1#uipment (Pool Asset)
You con"igure the settings "or e#uipment under Plant Maintenance and "ustomer
Service Master Data in Plant Maintenance and "ustomer Service $echnical
Objects &quipment
*rder (&ettlement)
Con"igure the settings "or the order under Plant Maintenance and "ustomer Service
Maintenance and Service Processing Maintenance and Service Orders
Settings for the 'raphical Planning (oard
!he graphical planning board is based on the bar chart in the standard &AP system You can
con"igure the basic settings under SAP et)eaver Application Server %rontend
Services (ar "hart
A <C set is available "or these settings and is imported automatically -urthermore, you can
also con"igure some settings "or the planning board directly in Customi3ing "or Pool Asset
Management in the activities Define Settings for Planning (oard and &dit Displa* +ariants
of Planning (oard
Pool Asset Management Settings
Con"igure the settings "or Pool Asset Management under Plant Maintenance and "ustomer
Service Maintenance and Service Processing Pool Asset Management
Settings for %leet Management
)" you also .ant to use Pool Asset Management as "leet management, con"igure the settings
under Plant Maintenance and "ustomer Service Master Data in Plant Maintenance and
"ustomer Service $echnical Objects Settings for %leet Management
Demand Creation

<oth the re#uester and the planner can create a demand !he re#uester creates a maintenance
noti"ication in the system using transaction )5;: !he planner can create the demand directly
"rom the graphical planning board by choosing "reate e, Demand otification *n the
initial screen "or creating the maintenance noti"ication, enter the noti"ication type MF (pool
re#uest) !he "ollo.ing data is necessary% Descriptive short te4t that is displayed to indicate
the relevant bar on the planning board= user (in the case o" vehicles, the driver) and re#uester=
in"ormation about location and account assignment= start and end o" use= the e#uipment o" the
pool asset and the pool "rom .hich the demand is to be settled <y saving this maintenance
noti"ication, the planner can vie. the demand on the planning board You can create an
overvie. o" all demands or the demands o" a single re#uester using noti"ication selection
(transaction )5>?) 14isting demand noti"ications can be changed by the re#uester and the
planner
Demand Planning with the Graphical Planning Board

!o call the planning board, the planner enters the selection period, the display variant, and the
pool that is to be planned on the initial screen !he system displays every demand "or a pool
as a bar on the graphical planning board !he demands yet to be planned are displayed in the
lo.er hal", and the demands already assigned to a pool asset are displayed in the top hal"
1very pool asset in the top hal" o" the planning board is represented by a ro. !he colors o"
the bars sho. the status o" the demand !he assignment o" status and color can be changed in
Customi3ing "or bar charts 5hen you double(clic6 a bar, the system displays a dialog bo4
.ith the detailed data o" the demand You can cancel the demand here by choosing "ancel
Demand <y choosing "hange Selected Demand otification in the toolbar, you access the
maintenance noti"ication and you can change it
!he planner schedules demands by dragging and dropping a bar onto a ro. in the top hal" o"
the planning board !he times de"ined in the demand are retained !he status o" the demand
noti"ication changes "rom 82ot Planned8 to 8Planned8 5hen you double(clic6 a planned
demand, the system no. displays the Reserve pushbutton in the dialog bo4, .hich you can
use to reserve the selected pool asset "or the demand A "urther tab page .ith detailed data
about the assigned asset is also displayed
As long as no reservation has been created "or a planned demand, a demand can be
rescheduled !o do this, drag the relevant bar to the bottom hal" o" the planning board !he
assignment to pool and pool asset is deleted again and the status o" the demand noti"ication is
reset to 82ot Planned8 )t is also possible to assign another asset be"ore creating the
reservation in 8Planned8 status
!o reserve a planned demand, choose Reserve on the detail screen 5hen the demand is
reserved, the status changes "rom 8Planned8 to 8'eserved8 *nce this status has been set, you
cannot move the demand on the planning board and assign it to a di""erent asset 5hen the
reservation is created, the system sends an e(mail to the re#uester in"orming him or her about
the reservation, so that the pool asset can be pic6ed up "rom the issue location
"ancel and Delete Demands
)" a re#uester .ants to cancel a demand noti"ication, he or she can do this "rom the
noti"ication created by setting the user status to 8Canceled8 5hen the noti"ication is saved,
the system trans"ers the ne. status to the planning board .here it can be vie.ed by the
planner *n the planning board, the planner can also cancel demands that are planned, not
planned, or reserved A reservation can be canceled as long as the re#uester has not pic6ed up
the pool asset !he re#uester automatically receives an e(mail about the cancelation o" the
reservation )" a reservation or demand has been canceled, you can delete it in the detailed
vie. by choosing Delete "anceled Demand !he demand is not displayed on the planning
board anymore and the maintenance noti"ication is assigned the status 8Deleted8
Reporting %unctions for the Planner
*n the planning board, the "ollo.ing "unctions are available to the planner in the toolbar%
*verlapping on7o""
)" the times o" scheduled demands in a ro. overlap, one bar may cover another bar
completely <y choosing this pushbutton, you can display the overlapping demands
belo. each other
*vervie. o" &cheduled Demands
!his pushbutton opens a dialog bo4, in .hich all scheduled demands "or a pool are
displayed .ith their respective status
Demand *vervie.
!his pushbutton opens a dialog bo4, in .hich all unscheduled demands "or a pool are
displayed .ith their respective status
-ilter -unctions
<y using the "ilter "unctions, you can "ilter the display according to certain demand
characteristics, so that only the demands .ith the de"ined characteristics are
displayed 5ith pool vehicles, it is also possible to "ilter according to license plate
number
Issue !eturn and "ettlement

-ssue Pool Asset
A"ter the re#uester has received an e(mail in"orming him or her that the re#uired pool asset
has been reserved, he or she can pic6 it up "rom the issue location 5hen the asset is issued,
the planner calls the detailed data o" the reserved demand and changes the status "rom
8'eserved8 to 8'etrieved8 by choosing -ssue !he Pic.up Data dialog bo4 appears, .here the
current data must be entered )" the reservation time period has already e4pired at the time o"
pic6up, the pool asset cannot be issued !he demand must be canceled and created again
!o post the pic6up, choose Save Pic.up Slip !he actual data is entered in the system as a
measurement document "or the e#uipment !he colors o" the bar chart o" the demand are
adjusted on the planning board -or no. on, you cannot cancel the demand !he demand
noti"ication is assigned the status 8'etrieved8
Return Pool Asset
As soon as the re#uester has returned the pool asset, the planner enters the return data on the
demand detail screen by choosing Return )n the Return Data dialog bo4, he or she enters the
current data You post the return by choosing Save Pic.up Slip, and another measurement
document is created "or the e#uipment !he demand noti"ication is assigned the status
8'eturned8
Settlement
You settle the demand on the detailed data screen by choosing Settlement )n the settlement
detail dialog bo4, the system displays ho. the costs to be calculated are composed on the
basis o" the assigned cost element !he system determines the cost element using the pool
category Any "lat rates are ta6en into account during the settlement 5hen you save the
settlement by choosing Settlement, the system creates a service order in the bac6ground that
collects the usage costs o" the pool asset !he service order is lin6ed to the demand
noti"ication 5hen the settlement is posted, the bar(chart colors o" the demand are adjusted
on the planning board !he demand noti"ication is assigned the status 8&ettled8
!epair Measures

Maintenance and repair .or6 carried out on a pool asset can also be represented and
monitored using the graphical planning board !he system automatically creates a reservation
"or the asset in #uestion "or the period in .hich it is not available (because it is in the
.or6shop) so that it cannot be assigned to a demand during this time A separate bar color is
used in the planning board to represent periods .here an asset is in the .or6shop
You can speci"y regular maintenance .or6 as part o" maintenance planning "or the
e#uipment $nscheduled repair .or6 can be initiated by creating a maintenance noti"ication
(transaction )5;:) .ith the noti"ication type M1