Introducing worksheet outlines

Creating an outline
Using outlines

1 What is Outline
Outline mode that lets you view only the headings and subheadings in the document
You can easily expand a heading to show the
text below it. Using an outline makes visualizing the structure of your document easy.

2 Introducing Worksheet Outlines

Outlines are used to create Summary Reports in which no details are shown
If Worksheet uses hierarchical data with subtotals, its probably a good candidate for an outline.

Total Sales
Sales by Region
Region by Quarter
Quarter by Product
Product
Keep Creating Subtotals

Outlines are created through consolidating different Worksheets

Keep
a in mind the following points about worksheet outlines:
A worksheet can have only one outline. If you need to create more than one outline, move the
data to a new worksheet.

b
You can either create an outline manually or have Excel do it for you automatically. If you choose
the latter option, you may need to do some preparation to get the worksheet in the proper
format

c
You can create an outline either for all data on a worksheet or just for a selected data range.

You
d can remove an outline with a single command. However the Data Remains

You
e can hide the outline symbols (to free screen space) but retain the outline.

An
f outline can have up to eight nested levels.

Outline are meant for Summarizing Large amount of Data (Though Pivot may be better Option)
Example
1 Creating an Outline
Two Ways: Automaticaly or Manually

Alt+Shift+right arrow: Groups selected rows or columns

Alt+Shift+left arrow: Ungroups selected rows or columns

Practice

1. Performing Subtotals
2. Creating Outline Automatic
3. Creating Manual Outline

CTRL+8 ----- Hides and Displays Outline Symbols

 Manual Outline

State Jan Feb Mar Qtr-1 Apr May Jun

California 1,118 1,960 1,252 4,330 1,271 1,557 1,679
Washington 1,247 1,238 1,028 3,513 1,345 1,784 1,574
Oregon 1,460 1,954 1,726 5,140 1,461 1,764 1,144
Arizona 1,345 1,375 1,075 3,795 1,736 1,555 1,372
West Total
New York 1,429 1,316 1,993 4,738 1,832 1,740 1,191
New Jersey 1,735 1,406 1,224 4,365 1,706 1,320 1,290
Massachusetts 1,099 1,233 1,110 3,442 1,637 1,512 1,006
Florida 1,705 1,792 1,225 4,722 1,946 1,327 1,357
East Total
Kentucky 1,109 1,078 1,155 3,342 1,993 1,082 1,551
Oklahoma 1,309 1,045 1,641 3,995 1,924 1,499 1,941
Missouri 1,511 1,744 1,414 4,669 1,243 1,493 1,820
Illinois 1,539 1,493 1,211 4,243 1,165 1,013 1,445
Kansas 1,973 1,560 1,243 4,776 1,495 1,125 1,387
Central Total

Grand Total

Page 4
 Manual Outline

Qtr-2 Total
4,507 8,837
4,703 8,216
4,369 9,509
4,663 8,458

4,763 9,501
4,316 8,681
4,155 7,597
4,630 9,352

4,626 7,968
5,364 9,359
4,556 9,225
3,623 7,866
4,007 8,783

Page 5
 Automatic Outline

State Jan Feb Mar Qtr-1 Apr May Jun

California 1,118 1,960 1,252 4,330 1,271 1,557 1,679
Washington 1,247 1,238 1,028 3,513 1,345 1,784 1,574
Oregon 1,460 1,954 1,726 5,140 1,461 1,764 1,144
Arizona 1,345 1,375 1,075 3,795 1,736 1,555 1,372
West Total 5,170 6,527 5,081 16,778 5,813 6,660 5,769
New York 1,429 1,316 1,993 4,738 1,832 1,740 1,191
New Jersey 1,735 1,406 1,224 4,365 1,706 1,320 1,290
Massachusetts 1,099 1,233 1,110 3,442 1,637 1,512 1,006
Florida 1,705 1,792 1,225 4,722 1,946 1,327 1,357
East Total 5,968 5,747 5,552 17,267 7,121 5,899 4,844
Kentucky 1,109 1,078 1,155 3,342 1,993 1,082 1,551
Oklahoma 1,309 1,045 1,641 3,995 1,924 1,499 1,941
Missouri 1,511 1,744 1,414 4,669 1,243 1,493 1,820
Illinois 1,539 1,493 1,211 4,243 1,165 1,013 1,445
Kansas 1,973 1,560 1,243 4,776 1,495 1,125 1,387
Central Total 7,441 6,920 6,664 21,025 7,820 6,212 8,144

Grand Total 18,579 19,194 17,297 55,070 20,754 18,771 18,757

Page 6
 Automatic Outline

Qtr-2 Total
4,507 8,837
4,703 8,216
4,369 9,509
4,663 8,458
18,242 35,020
4,763 9,501
4,316 8,681
4,155 7,597
4,630 9,352
17,864 35,131
4,626 7,968
5,364 9,359
4,556 9,225
3,623 7,866
4,007 8,783
22,176 43,201
58,282 113,352

Page 7
Enterprise Resource Planning
Preface
Chapter 1 Business Functions and Business Processes 1
Functional Areas and Business Processes 2
Functional Areas of Operation 2
Business Processes 3
Functional Areas and Business Processes of a Very Small Business 6
Marketing and Sales 6
Supply Chain Management 7
Accounting and Finance 7
Human Resources 8
Functional Area Information Systems 8
Marketing and Sales 8
Supply Chain Management 9
Accounting and Finance 11
Human Resources 13
Chapter Summary 15
Key Terms 15
Exercises 15
For Further Study and Research 16
Chapter 2 The Development of Enterprise Resource Planning Systems 17
The Evolution of Information Systems 18
Computer Hardware and Software Development 19
Early Attempts to Share Resources 20
The Manufacturing Roots of ERP 20
Managements Impetus to Adopt ERP 21
ERP Software Emerges: SAP and R/3 23
SAP Begins Developing Software Modules 24
SAP R/3 24
New Directions in ERP 25
SAP ERP Software Implementation 29
ERP for Midsized Companies 32
Responses of the Software to the Changing Market 32
Choosing Consultants and Vendors 33
The Significance and Benefits of ERP Software and Systems 33
Questions About ERP 34
How Much Does an ERP System Cost? 34
Should Every Business Buy an ERP Package? 34
Is ERP Software Inflexible? 35
What Return Can a Company Expect from Its ERP Investment? 35
How Long Does It Take to See a Return on an ERP Investment? 36
Why Do Some Companies Have More Success with ERP Than Others? 37
The Continuing Evolution of ERP 39
Additional Capabilities Within ERP 41
 The Internet 41
Chapter Summary 43
Key Terms 43
Exercises 44
For Further Study and Research 44
Chapter 3 Marketing Information Systems and the Sales Order Process 47
Overview of Fitter Snacker 48
Problems with Fitter Snackers Sales Process 49
Sales Quotations and Orders 50
Order Filling 51
Accounting and Invoicing 53
Payment and Returns 53
Sales and Distribution in ERP 54
Pre-Sales Activities 54
Sales Order Processing 54
Inventory Sourcing 55
Delivery 55
Billing 55
Payment 55
A Standard Order in SAP ERP 56
Taking an Order in SAP ERP 56
Discount Pricing in SAP ERP 62
Integration of Sales and Accounting 64
Customer Relationship Management 65
Core CRM Activities 66
SAPs CRM Software 66
The Benefits of CRM 71
Chapter Summary 73
Key Terms 73
Exercises 74
For Further Study and Research 75
Chapter 4 Production and Supply Chain Management Information Systems 77
Production Overview 78
Fitter Snackers Manufacturing Process 79
Fitter Snackers Production Problems 80
The Production Planning Process 82
The SAP ERP Approach to Production Planning 83
Sales Forecasting 84
Sales and Operations Planning 85
Demand Management 95
Materials Requirements Planning (MRP) 96
Materials Requirements Planning in SAP ERP 100
Detailed Scheduling 104
Providing Production Data to Accounting 105
ERP and Suppliers 107
 The Traditional Supply Chain 108
The Measures of Success 110
Chapter Summary 114
Key Terms 114
Exercises 114
For Further Study and Research 115
x Concepts in Enterprise Resource Planning, Third Edition
Chapter 5 Accounting in ERP Systems 117
Accounting Activities 118
Using ERP for Accounting Information 121
Operational Decision-Making Problem: Credit Management 122
Industrial Credit Management 122
Fitter Snackers Credit Management Procedures 124
Credit Management in SAP ERP 124
Product Profitability Analysis 127
Inconsistent Recordkeeping 127
Inaccurate Inventory Costing Systems 128
Companies with Subsidiaries 133
Management Reporting with ERP Systems 136
Document Flow for Customer Service 136
Built-In Management-Reporting and Analysis Tools 137
The Enron Collapse 138
Outcome of the Enron Scandal 140
Key Features of the Sarbanes-Oxley Act 140
Implications of the Sarbanes-Oxley Act for ERP Systems 141
Archiving 142
User Authorizations 144
Tolerance Groups 145
Financial Transparency 146
Chapter Summary 149
Key Terms 149
Exercises 150
For Further Study and Research 154
Chapter 6 Human Resources Processes with ERP 157
Problems with Fitter Snackers Human Resources Processes 159
Recruiting Process 159
The Interviewing and Hiring Process 160
Human Resources Duties After Hiring 162
Human Resources with ERP Software 165
Advanced SAP ERP Human Resources Features 170
Time Management 170
Payroll 170
Travel Management 171
Training and Development 172
Additional Human Resources Features of SAP ERP 174
 Mobile Time Management 174
Management of Family and Medical Leave 174
Domestic Partner Handling 174
Administration of Long-Term Incentives 175
Personnel Cost Planning 175
Management and Payroll for Global Employees 175
Management by Objectives 175
Chapter Summary 176
Key Terms 176
Exercises 176
For Further Study and Research 177
Table of Contents xi
Chapter 7 Process Modeling, Process Improvement, and ERP Implementation 179
Process Modeling 180
Flowcharting Process Models 180
Fitter Snacker Expense Report Process 181
Extensions of Process Mapping 183
Event Process Chain (EPC) Diagrams 184
Process Improvement 192
Evaluating Process Improvement 193
ERP Workflow Tools 195
Implementing ERP Systems 198
ERP System Costs and Benefits 200
Implementation and Change Management 201
Implementation Tools 201
System Landscape Concept 204
Chapter Summary 206
Key Terms 206
Exercises 206
For Further Study and Research 210
Chapter 8 ERP and Electronic Commerce 211
Electronic Commerce Background 212
Business-to-Business E-Commerce 212
E-Commerce and ERP 215
Fitter Snacker and E-Commerce 216
Using ERP Through an Application Service Provider 217
Application Service Providers 217
NetWeaver 224
NetWeaver Tools and Capabilities 224
NetWeaver at Work for Fitter Snacker 227
Duet 228
Accessing ERP Systems Over the Internet 228
XML 228
Radio Frequency Identification Technology 230
Chapter Summary 233
Key Terms 233
Exercises 234
For Further Study and Research 234
Glossary 237
Index 245
xii Concepts in Enterprise Resource Planning, Third Edition