OverviewPool asset management (PAM) allows an organization to manage its pool assets 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

3) Issue of pool asset

4) Return of pool asset

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’.

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Location is entered where the vehicle is required.

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In ‘Pool Asset’ tab, start and end time for requested vehicle is entered along with the Pool Name by the requester.

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In ‘Settlement’ tab, details of settlement object is entered.

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Notification is released and saved

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2) Demand Planning with Graphical Planning Board

Planner logs in the planning board using transaction PAM03 and views created notification in the bottom half section of the planning board.

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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.

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The planner can double click the demand and click on ‘Reserve’ button to reserve the demand of the vehicle on a particular time.

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This changes the color of the demand to say red in the planning board.

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3) Issue of pool asset

The planner will then issue the pool asset by double clicking on the request and entering odometer reading.

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This changes the color of request to green meaning the vehicle is issued to the requester.

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4) Return of pool asset

After the requester uses the vehicle and returns the vehicle back, planner will then enter the details in the system (such as new odometer reading) by double clicking on the green bar. This changes the green bar to a small line on the planning board.

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5) Settlement

The planner then double click the small line and click on the ‘Settle’ button to capture the costs in a work order.

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Planner assigns value against the value category from say actual vehicle usage time.

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An order of type xxxx as defined in configuration is created automatically in the backend.

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If you open the order, you will see the costs are reflected in the order in the ‘Costs’ tab.

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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

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12 Comments

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  1. KULDIP PATEL

    Hi Tajinder,

    Very Good document.

    I have one question. We configure PAM in our development system. When we are running

    PAM03 it takes long time to fetch the data. Are you experincing same issue in your system.

    Regards

    K Patel

    (0) 
    1. Tajinder Singh Post author

      Hi Kuldip,

      Thanks for your kind comments!

      We did not face this issue while running PAM03. Seems like these are some performance issues, better to talk to your technical counterparts.

      Thanks,

      Tajinder

      (0) 
  2. Ashu Aggarwal

    Hi Tajinder,

    Very useful document.

    I have few queries.

    1) I am not clear about  meaning of  Pool assets(What is Pool assets ?)

    2) How it differs from Maintenance & Repair ?

    3) Ho can we utilize Laptops/It assets as a 

                                                        Pool assets (Like issue to end user and return) ?

    Please guide.

    (0) 
    1. Tajinder Singh Post author

      Hi Ashu,

      Pool assets mean assets which are shared among different users in an organization. For example if a vehicle can be used by many users and not specifically by a single user, this can be created in the system as a pooled asset. PAM can be used to track such assets.

      Here we are not talking about maintenance and repair. PAM is used just to track who took the pooled asset (say vehicles), when, how much it was used (miles,hrs etc.) and how much cost can be charged against a specific cost center (say) for using that pooled asset.

      That’s correct, if a laptop is a shared asset and a company wants to track its use this can be definitely tracked using PAM. Though I have seen PAM used primarily for tracking vehicles and not any other asset.

      Thanks,

      Tajinder

      (0) 
  3. Gopalakrishna Bhat

    Hi

    Tejinder

    Its very informative. I have configured PAM in our system. But unable to make the settlement. System gives the message ” No vehicle type is maintained: Settlement not possible”

    I have maintained the category (PAMS_VHC) through the class type PAM and characteristics.

    Let me know if i have to make further settings

    Regards 

    (0) 
    1. Tajinder Singh Post author

      Hi Gopal – Make sure that the same characteristics are maintained in the equipment master as well; also the configuration is done for the assignment of activity type to controlling area and PAM category.

      Hope this helps!

      Thanks,

      Tajinder

      (0) 
      1. Gopalakrishna Bhat

        Thank you Tejinder for your replay. It was helpful.  I am not getting the above mentioned error.

        But i am getting below message.

        Unit ****** is not equal to unit HR determined for activity type 4WDDD

        Message no. PAMS159

        I am using the CO activity type 4wddd, assigned to the respective equipment cost center. this activity type is maintained under PAM customization for the pool category.

        Equipment has measuring point with KM as UOM. Business requirement is to make the the settlement based on the number of hours usage for the vehicles not based on the running KM

        Regards

        Gopalakrishna Bhat

        (0) 
  4. Vidhyadharan KP

    Hi Tajinder,

    like to introduce the pool management in our office. Kindly do send me some on configurations. Like screen setup etc, since I am new to configuration setup.

    Can you please send me to my mail id kpvnambiar@rediffmail.com . It will helpful for me

    Regards

    Vidhyadharan

    (0) 
  5. Shahab Siddiqui

    Hi

     

    I have done  alll set up  and when doing the settlement , getting an error unable to determine pool category for requirement message no PAMS145.

     

    can anyone help me.

    (0) 

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