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using a graphical planning board. Examples of pool assets can be vehicles, beamers, laptop etc.
In this document, I will take an example of pool asset as vehicle to go through the different steps.
By using PAM, a planner can request, issue, return and then finally settle the service provided
using the graphical planning board.
Steps involved in PAM:
The entire end-to-end scenario for PAM involves below steps:
1) Creation of demand
2) Demand Planning with Graphical Planning Board
5) Settlement
Before I go into detailed steps, I would like to mention some pre-requisites that must be fulfilled
before this scenario is run:
1) A functional location is created and all pooled equipment (vehicles) installed at functional
location
2) A pool of vehicle is created using transaction code PAM01 and functional location assigned to
this pool
3) Equipment created as pool asset must have a measuring point assigned for odometer reading
and PAM category (PCM_KAT) assigned in equipment characteristics
4) All configuration related to PAM are done. Refer this link: Customizing – Pool Asset
Management – SAP Library
Now, let’s go through all the steps for pool asset management in detail:
1) Creation of demand:
Demand can either be created by a requester or a planner. Let’s assume that the demand is
created by a requester. This is done by using transaction IW21 for creating a notification with a
standard notification type MF.
Requester enters user and requester information along with notification description exp. ‘Request
vehicle’.
Location is entered where the vehicle is required.
In ‘Pool Asset’ tab, start and end time for requested vehicle is entered along with the Pool Name
by the requester.
In ‘Settlement’ tab, details of settlement object is entered.
Planner can drag the demand and move it to the upper portion of the planning board and can
assign it to one of the available vehicle in the pool.
The planner can double click the demand and click on ‘Reserve’ button to reserve the demand of
the vehicle on a particular time.
This changes the color of the demand to say red in the planning board.
3) Issue of pool asset
The planner will then issue the pool asset by double clicking on the request and entering
odometer reading.
This changes the color of request to green meaning the vehicle is issued to the requester.
Planner assigns value against the value category from say actual vehicle usage time.
An order of type xxxx as defined in configuration is created automatically in the backend.
If you open the order, you will see the costs are reflected in the order in the ‘Costs’ tab.
This cost can then be settled to the final cost object by the finance team during their settlement
run.
This completes the entire cycle for pool asset management.
Thanks,
Tajinder