Overview of Functions

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Created on August 22, 2014
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Table of content
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Table of content
1 Overview of Functions
1.1 Customizing
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1 Overview of Functions

Pool Asset Management allows you to plan pool assets from the point at which they are requested right up to the point at which the service is settled. Demand
notifications can be entered in the system directly by the requester or by the planner. The graphical planning board allows the planner to display and plan all
demands. The planning board shows the individual demands as a series of bars. The planner can then use drag and drop to assign these demands to the
available pool assets, which are also displayed graphically. The current status of each demand notification is indicated by various bar colors, which means that
the planner can instantly see how each of the pool assets is being used and what the utilization and status of the entire pool is.
Integration
The functions in Pool Asset Management and the graphical planning board are implemented with standard SAP objects, thus providing a maximum level of
integration with the SAP system with minimum training requirements.
The demand notification is stored in the system as a maintenance notification with notification type MF. The notification collects all of the data relating to the
operation. It documents the individual planning steps and their status changes. The individual pool assets are modeled in the form of equipment master records.
Functional locations are used to combine individual assets in a pool (whereby the functional location must allow the installation of multiple items of equipment).
Service orders are used to collect the costs for using a pool asset.
Prerequisites
You have configured the Customizing settings for Pool Asset Management and for the integrated functions in Plant Maintenance and Customer Service.
Features
The process flow from the demand notification to the withdrawal and return of a pool asset is as follows:
The employee enters a demand in the system in the form of a maintenance notification. The planner for the pool can see all the demands and available pool
assets in the graphical planning board. When the planner assigns a demand to an available pool asset, the asset is reserved and the employee automatically
receives an e-mail confirming the reservation. When the employee retrieves the pool asset, the data that is used later for settlement is recorded.
If the asset is a pool vehicle, for example, the employee receives the keys to the vehicle along with the registration documents, and the planner records the
current mileage/kilometer reading. When the vehicle is returned, the new mileage/kilometer reading is entered so that the system can automatically calculate the
cost of using the asset on the basis of the distance driven and the duration. (The mileage/kilometer reading is modeled in the system in the form of a measurement
document.) In this way, the use of the pool asset can be settled as soon as the asset is returned, and the asset is available again immediately.
If a demand cannot be fulfilled or is canceled, the relevant cancelation activities can be carried out.
Status of the Demand Notification
When the demand notification is entered, it has the status "not planned". When the planner assigns a pool asset to a demand, the status of the demand changes
to "planned". When it is reserved, its status changes to "reserved" and the requester is informed of the reservation. When the requester picks up the pool asset,
the notification status changes to "retrieved". When the asset is returned, the status changes to "returned". The process flow ends when it is settled and the status
changes to "settled".
Activities
The following transactions are available:
Graphical resource planning with planning board (transaction PAM03)
Create pool (transaction PAM01)
Edit pool (transaction PAM02)
You can access these transactions from the SAP menu by choosing: Logistics Customer Service Service Processing Pool Asset Management .
1.1 Customizing

Since Pool Asset Management functions and the graphical planning board display use standard SAP objects, the settings for the respective standard objects
must be configured alongside the Customizing settings for Pool Asset Management
In the Implementation Guide (IMG), configure the Customizing settings for the following objects:
Maintenance Notification (Demand Notification)
You can configure the settings for notification type MF under Cross-Application Components Notification
A BC set is available for these settings and is imported automatically.
Functional Location (Car Pool)
You configure the settings for the functional location under Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer
Service Technical Objects Functional Locations
Equipment (Pool Asset)
You configure the settings for equipment under Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service
Technical Objects Equipment
Order (Settlement)
Configure the settings for the order under Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and
Service Orders
Settings for the Graphical Planning Board
The graphical planning board is based on the bar chart in the standard SAP system. You can configure the basic settings under SAP NetWeaver
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Application Server Frontend Services Bar Chart
A BC set is available for these settings and is imported automatically. Furthermore, you can also configure some settings for the planning board directly in
Customizing for Pool Asset Management in the activities Define Settings for Planning Board and Edit Display Variants of Planning Board .
Pool Asset Management Settings
Configure the settings for Pool Asset Management under Plant Maintenance and Customer Service Maintenance and Service Processing Pool Asset
Management
Settings for Fleet Management
If you also want to use Pool Asset Management as fleet management, configure the settings under Plant Maintenance and Customer Service Master Data
in Plant Maintenance and Customer Service Technical Objects Settings for Fleet Management .
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