Tobacco enterprise budget management method and system
Through big data analysis and machine learning models, the budget default value is generated, combined with data visualization and workflow engine optimization approval process, the intuitiveness and hierarchical clarity of the budget management system in the existing technology is solved, and more efficient budget management and control Data analysis reduces paper processes and improves staff efficiency and data accuracy.
Patent Information
- Application Number
- CN202411189449.7
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2024-08-28
- Publication Date
- 2024-12-31
AI Technical Summary
The existing budget management system is not intuitive and clear in the overall budget management and budget usage, resulting in the budget exceeding the standard and the budget level not clear enough, which increases the difficulty and cumbersomeness of management.
Use big data analysis and machine learning models to generate budget default values, use annual and quarterly budget management, combine data visualization tools to display budget usage, set institutional parameters to control budget adjustment and supplement, use workflow engines to optimize approval processes, and reduce paper processes .
It improves budget management efficiency, reduces the use of budget exceeding standards, enhances the accuracy and transparency of data analysis and statistics, simplifies operational processes, and reduces error rates and costs.
Smart Images
Figure CN119228563A_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to the technical field of unsupervised machine learning algorithm application, and in particular to a budget management method and system for a tobacco enterprise. Background Art
[0002] In the previous budget management system, the overall budget control and budget usage were not intuitive and clear. When each department or factory used the budget, it was not possible to intuitively see the budget usage and remaining budget, which might cause the budget to be used in excess. The person in charge of budget management needs to check and confirm the budget data repeatedly, which greatly increases the difficulty and tediousness of the operator's work. Another prominent problem is that the budget hierarchy is not clear enough, disorganized, and not convenient to use.
[0003] How to solve the rigor of budget control and the clarity of budget levels, help staff to formulate budgets and budget control simply and clearly, and better analyze and count data to improve staff efficiency and rigor are technical issues that need to be solved at present. Summary of the invention
[0004] The technical task of the present invention is to address the above shortcomings and provide a tobacco enterprise budget management method and system, which can intuitively and clearly monitor the use of budget and budget control, greatly improve the efficiency of enterprise budget control, reduce paper processes, and at the same time avoid over-budget use, making statistical data more accurate and intuitive.
[0005] The technical solution adopted by the present invention to solve its technical problem is:
[0006] A budget management method for tobacco enterprises, including annual budget, quarterly budget, budget adjustment and budget supplement;
[0007] The annual budget generates a budget default value through big data analysis, which is issued once a year. It can be adjusted once in the middle of the year according to policy based on demand, and subsequent use shall not exceed the budget value of the annual plan; quarterly budgets are conducted after the annual budget is reviewed and approved; wherein, the budget default value is generated through big data analysis, specifically: big data analysis obtains budget usage from the internal database through data collection, uses analysis technology to effectively process and analyze the obtained budget data, organizes the data, and uses machine learning models to predict budget default values;
[0008] The quarterly budget generates the default budget value for each quarter through big data analysis to form a hierarchical budget; after the quarterly budget is reviewed and approved, it is issued to each department or factory for free adjustment and supplementation; among them, big data analysis generates the default budget value for each quarter, specifically: big data analysis obtains budget usage from the internal database through data collection, uses analytical technology to effectively process and analyze the obtained budget data, organizes the data, and uses machine learning models to predict the default budget value;
[0009] Each department or factory can make internal budget adjustments and specify the budget types that can participate in budget adjustments through organizational parameter control;
[0010] Obtain budget usage from the internal database through data collection to conduct trend analysis and forecasting, and use linear regression model analysis to forecast budget values;
[0011] Each department or factory can make budget supplements and specify the budget types that can participate in budget supplements through institutional parameter control;
[0012] Annual and quarterly budget reports are generated through big data analysis. Budget usage is obtained from the internal database through data collection. Data visualization tools are used to display data in the form of charts and graphs. Visual reports can be generated to trace budget usage. Budget adjustment reports and budget supplement reports can also be generated as needed.
[0013] This method first digitizes the processes in budget management, manages all processes through data, and reduces paper documents. Among them, through big data analysis technology, budget control and budget usage analysis and statistics can be completed. The workflow engine is further used to improve the approval flow of each module of budget management, making the process more convenient, freeing customers from complex approval work, and reducing or increasing approval links through simple and convenient operations. Limit budget adjustments and supplements by setting institutional parameters. Solve the rigor of budget control and the clarity of budget levels, help staff to simply and clearly formulate budgets and budget control, and better analyze and count data, reduce paper office or completely paperless office, and improve staff efficiency.
[0014] Furthermore, the annual budget includes the issuance and review of the budget. The budget default amount is generated by big data analysis and can be modified. After formulation, it is submitted to the superior for review. If the formulated amount does not meet the plan, the superior will apply for rejection and re-formulation. Otherwise, the budget will take effect if approved by the superior.
[0015] Furthermore, the quarterly budget module includes budget decomposition and review, and a budget default amount is generated by big data analysis. The budget default amount can be modified. When the budget is decomposed and compiled, the total amount of each budget decomposed shall not exceed the total amount set when the annual budget is formulated;
[0016] When the quarterly budget is completed, it will be submitted to the superior for review. If the amount set does not meet the plan, the superior will apply for rejection and re-setting; otherwise, if the superior approves it, the budget will take effect.
[0017] Furthermore, the annual budget and quarterly budget are both approved through workflow engine optimization; the workflow engine is customized and expanded according to business needs to meet personalized approval needs. This improves work efficiency, reduces costs, reduces errors, and improves transparency, which reduces customer operations and simplifies the configuration process.
[0018] Furthermore, the budget adjustment includes the submission and review of the adjustment. The adjustment is formulated by each department or factory, and the system organization parameters are used to limit the budget types that can be adjusted. After the formulation is completed, it is submitted to the superior for review. If the formulated amount does not meet the plan, the superior will apply for rejection and re-formulation; otherwise, the budget will take effect after being approved by the superior.
[0019] Furthermore, the budget supplement includes submission and review of the supplement, which is formulated by each department or factory, using system organization parameters to limit the types of budgets that can be supplemented. After formulation, it is submitted to the superior for review; if the formulated amount does not meet the plan, the superior will apply for rejection and re-formulation; otherwise, the budget will take effect after being approved by the superior.
[0020] Furthermore, budget adjustments and additions are restricted by setting institutional parameters, as follows:
[0021] First, set the primary key of the budget type table and the organization parameter table to associate and form a corresponding relationship;
[0022] The organization parameters are stored in the database. Each time an adjustment or supplement is made, the parameters are obtained from the database to verify whether the budget type can be adjusted or supplemented.
[0023] Institutional parameters configure different corresponding relationships to control access to budget resources and functions, which optimizes the controllability of budget types to a certain extent.
[0024] The present invention also claims protection for a tobacco enterprise budget management system, comprising:
[0025] The annual budget module is used to generate the annual budget formulation work through big data analysis. After the annual budget is reviewed and approved, it enters the quarterly budget module;
[0026] The quarterly budget module is used to generate quarterly budget breakdowns based on the annual budget and break them down into departments or factories through big data analysis;
[0027] The budget adjustment module is used for internal budget adjustments in various departments or factories. Through the control of organizational parameters, the budget types that can participate in budget adjustments are specified;
[0028] Budget supplement module: used for budget supplement of each department or factory. Through the control of organizational parameters, the budget types that can participate in budget supplement are specified.
[0029] The system specifically implements budget management through the above-mentioned tobacco enterprise budget management method.
[0030] The present invention also claims protection for a tobacco enterprise budget management device, characterized in that it comprises: at least one memory and at least one processor;
[0031] The at least one memory is used to store a machine-readable program;
[0032] The at least one processor is used to call the machine-readable program to implement the above method.
[0033] The present invention also claims protection for a computer-readable medium having computer instructions stored thereon, which can implement the above method when executed by a processor.
[0034] Compared with the prior art, the tobacco enterprise budget management method and system of the present invention has the following beneficial effects:
[0035] The present invention places budget management in a unified process, helping users to see the budget amount more intuitively during the preparation process, and the system automatically limits the budget control surplus so that no manual intervention is required. This frees budget control from complicated data analysis management, greatly improves user efficiency and content quality, while also reducing the probability of data errors and making statistical data more accurate. BRIEF DESCRIPTION OF THE DRAWINGS
[0036] Figure 1 It is a schematic diagram of a budget management process provided by an embodiment of the present invention;
[0037] Figure 2 It is a flowchart of issuing decomposition in budget management provided by an embodiment of the present invention;
[0038] Figure 3 It is a flowchart of adjustment in budget management provided by an embodiment of the present invention;
[0039] Figure 4It is a schematic diagram of a supplementary flow in budget management provided by an embodiment of the present invention. DETAILED DESCRIPTION
[0040] The present invention will be further described below in conjunction with specific embodiments.
[0041] The embodiment of the present invention provides a budget management method for a tobacco enterprise, including annual budget, quarterly budget, budget adjustment and budget supplement;
[0042] The annual budget generates budget default values through big data analysis, which are issued once a year. Based on demand, they can be adjusted once in the middle of the year based on policies. Subsequent usage must not exceed the budget value of the annual plan, and the approval process is optimized through the workflow engine. Among them, the budget default values are generated through big data analysis, specifically: big data analysis obtains budget usage from the internal database through data collection, uses analysis technology to effectively process and analyze the acquired budget data, organizes the data, and uses machine learning models to predict budget default values; quarterly budgets are carried out after the annual budget is reviewed and approved.
[0043] The quarterly budget generates default budget values for each quarter through big data analysis, reduces budget control, forms a hierarchical budget, and optimizes the approval process through a workflow engine. Specifically, big data analysis generates default budget values for each quarter. Big data analysis obtains budget usage from the internal database through data collection, uses analytical technology to effectively process and analyze the acquired budget data, organizes the data, and uses machine learning models to predict budget default values. After the quarterly budget is reviewed and approved, it is distributed to various departments or factories for free adjustment and supplementation.
[0044] Each department or factory can make internal budget adjustments and specify the budget types that can participate in budget adjustments through organizational parameter control;
[0045] Obtain budget usage from the internal database through data collection to conduct trend analysis and forecasting, and use linear regression model analysis to forecast budget values;
[0046] Each department or factory can make budget supplements, which can be controlled by organizational parameters to specify the budget types that can participate in budget supplements;
[0047] Annual and quarterly budget reports are generated through big data analysis. Budget usage is obtained from the internal database through data collection. Data visualization tools are used to display data in the form of charts and graphs. Visual reports can be generated to trace budget usage. Budget adjustment reports and budget supplement reports can also be generated as needed.
[0048] like Figure 1The figure shows the budget management process diagram, which digitizes the process in budget management, manages all processes through data, and reduces paper documents. Among them, the big data analysis technology is used to complete budget control and budget usage analysis and statistics. The workflow engine is further used to improve the approval flow of each module of budget management, making the process more convenient, freeing customers from complex approval work, and reducing or increasing approval links with simple and convenient operations. By setting institutional parameters to limit budget adjustments and supplements, first set the primary key of the budget type table and the institutional parameter table to associate and form a corresponding relationship, store the institutional parameters in the database, and obtain parameters from the database each time the adjustment or supplement is made to verify whether the budget type can be adjusted or supplemented. Big data analysis integrates data to form a comprehensive budget view or report, making the budget data analysis results easier to understand and convenient, automatically generating budget forecasts, reducing manual participation, improving accuracy and rigor, and ensuring data security and compliance. Keep abreast of budget execution and make quick adjustments. The workflow engine can be customized and expanded according to business needs to meet personalized approval needs. Improve work efficiency, reduce costs, reduce errors, and improve transparency, etc., so that customers have less operations and simplify the configuration process. The institutional parameter configuration configures different corresponding relationships to control access to budget resources and functions, which optimizes the controllability of budget types to a certain extent.
[0049] The specific implementation of this method is as follows:
[0050] like Figure 2 As shown, first the annual budget is generated through big data analysis for the full-year budget formulation work, then the quarterly budget is entered, and the quarterly budget is decomposed again through big data analysis and decomposed into various departments or factories. Later, adjustments and additions can be made freely. It can be subdivided according to the budget type, including but not limited to production expenses, marketing expenses, media, etc.
[0051] The annual budget includes the issuance and review of the budget. The default budget amount is generated by big data analysis, and the budget developer can modify the default budget. After formulation, it is submitted to the superior for review. If the formulated amount does not meet the plan, the superior will apply for rejection and re-formulation. Otherwise, the budget will take effect after the superior approves it.
[0052] The quarterly budget includes budget breakdown and review. The default budget is generated by big data analysis. The budget developers can modify the default budget. When the budget is broken down and compiled, the total amount of each budget breakdown must not exceed the total amount set when the annual budget is formulated. After the quarterly budget is compiled, it will be submitted to the superior for review. If the formulated amount does not meet the plan, the superior will apply for rejection and re-formulation. Otherwise, the budget will take effect after the superior reviews and approves it.
[0053] After the above process is completed, if Figure 3Budget adjustments and additions may be made as shown.
[0054] Budget adjustment includes submission and review of adjustments. Adjustments are made by various departments or factories, and system organization parameters are used to limit the types of budgets that can be adjusted. After formulation, they are submitted to superiors for review. If the formulated amount does not meet the plan, the superior will apply for rejection and re-formulation. Otherwise, the budget will take effect once it is approved by the superior.
[0055] Budget supplements include submission and review. Each department or factory formulates the supplements, and uses system organization parameters to limit the types of budgets that can be supplemented. After formulation, it is submitted to the superior for review. If the formulated amount does not meet the plan, the superior will apply for rejection and re-formulation. Otherwise, the budget will take effect once the superior approves it.
[0056] The back-end is implemented using Java technology, the front-end is implemented using Vue.js technology, and the MySQL database is used to store data. The front-end, back-end and database are deployed to the server, deployed and managed using the k8s tool, and the front-end is accessed using a browser.
[0057] The embodiment of the present invention also provides a tobacco enterprise budget management system, including:
[0058] The annual budget module is used to generate the annual budget formulation work through big data analysis. After the annual budget is reviewed and approved, it enters the quarterly budget module;
[0059] The quarterly budget module is used to generate quarterly budget breakdowns based on the annual budget and break them down into departments or factories through big data analysis;
[0060] The budget adjustment module is used for internal budget adjustments in various departments or factories. Through the control of organizational parameters, the budget types that can participate in budget adjustments are specified;
[0061] Budget supplement module: used for budget supplement of each department or factory. Through the control of organizational parameters, the budget types that can participate in budget supplement are specified.
[0062] The system specifically implements budget management through the tobacco enterprise budget management method described in the above embodiment:
[0063] First, the annual budget module generates the full-year budget through big data analysis, and then enters the quarterly budget module, which generates the quarterly budget breakdown through big data analysis again and breaks it down into various departments or factories. Subsequent adjustments and additions can be made freely. It can be subdivided according to budget type, including but not limited to production costs, marketing costs, media, etc.
[0064] The annual budget module includes the issuance and review of the budget. The default budget amount is generated by big data analysis, and the budget developer can modify the default budget. After formulation, it is submitted to the superior for review. If the formulated amount does not meet the plan, the superior will apply for rejection and re-formulation. Otherwise, the budget will take effect if the superior approves it.
[0065] The quarterly budget module includes budget decomposition and review. The default budget is generated by big data analysis. The budget developers can modify the default budget. When the budget is decomposed and compiled, the total amount of each budget decomposed must not exceed the total amount set when the annual budget is formulated. When the quarterly budget is completed, it will be submitted to the superior for review. If the formulated amount does not meet the plan, the superior will apply for rejection and re-formulation. Otherwise, the budget will take effect after the superior approves it.
[0066] After the above process is completed, the budget can be adjusted and supplemented.
[0067] Budget adjustment includes submission and review of adjustments. Adjustments are made by various departments or factories, and system organization parameters are used to limit which budget types can be adjusted. After formulation, the budget is submitted to the superior for review. If the formulated amount does not meet the plan, the superior will apply for rejection and re-formulation. Otherwise, the budget will take effect once it is approved by the superior.
[0068] Budget supplements include submission and review. Each department or factory formulates the supplements, and uses system organization parameters to limit which budget types can be supplemented. After formulation, it is submitted to the superior for review. If the formulated amount does not meet the plan, the superior will apply for rejection and re-formulation. Otherwise, the budget will take effect once the superior approves it.
[0069] The back-end is implemented using Java technology, the front-end is implemented using Vue.js technology, and the MySQL database is used to store data. The front-end, back-end and database are deployed to the server, deployed and managed using the k8s tool, and the front-end is accessed using a browser.
[0070] The embodiment of the present invention also provides a budget management device for a tobacco enterprise, characterized in that it includes: at least one memory and at least one processor;
[0071] The at least one memory is used to store a machine-readable program;
[0072] The at least one processor is used to call the machine-readable program to implement the tobacco enterprise budget management method described in the above embodiment.
[0073] The embodiment of the present invention also provides a computer-readable medium, on which a computer instruction is stored, and when the computer instruction is executed by a processor, the processor executes the tobacco enterprise budget management method described in the above embodiment. Specifically, a system or device equipped with a storage medium can be provided, on which a software program code that implements the functions of any of the above embodiments is stored, and a computer (or CPU or MPU) of the system or device reads and executes the program code stored in the storage medium.
[0074] In this case, the program code itself read from the storage medium can realize the function of any one of the above-mentioned embodiments, and thus the program code and the storage medium storing the program code constitute a part of the present invention.
[0075] The storage medium embodiments for providing the program code include a floppy disk, a hard disk, a magneto-optical disk, an optical disk (such as CD-ROM, CD-R, CD-RW, DVD-ROM, DVD-RAM, DVD-RW, DVD+RW), a magnetic tape, a non-volatile memory card, and a ROM. Alternatively, the program code can be downloaded from a server computer by a communication network.
[0076] In addition, it should be clear that the functions of any of the above embodiments can be implemented not only by executing the program code read by the computer, but also by enabling an operating system operating on the computer to complete part or all of the actual operations based on instructions from the program code.
[0077] In addition, it can be understood that the program code read from the storage medium is written to a memory provided in an expansion board inserted into the computer or written to a memory provided in an expansion unit connected to the computer, and then based on the instructions of the program code, a CPU installed on the expansion board or the expansion unit is enabled to perform part or all of the actual operations, thereby realizing the functions of any of the above-mentioned embodiments.
[0078] The present invention is shown and described in detail above through the accompanying drawings and preferred embodiments. However, the present invention is not limited to these disclosed embodiments. Based on the above multiple embodiments, those skilled in the art can know that the code review methods in the above different embodiments can be combined to obtain more embodiments of the present invention, and these embodiments are also within the protection scope of the present invention.
Claims
1. A budget management method for a tobacco enterprise, characterized in that: Includes annual budget, quarterly budget, budget adjustments and budget supplements; The annual budget generates a budget default value through big data analysis, which is issued once a year. It can be adjusted once in the middle of the year according to policy based on demand, and subsequent use shall not exceed the budget value of the annual plan; quarterly budgets are conducted after the annual budget is reviewed and approved; wherein, the budget default value is generated through big data analysis, specifically: big data analysis obtains budget usage from the internal database through data collection, uses analysis technology to effectively process and analyze the obtained budget data, organizes the data, and uses machine learning models to predict budget default values; The quarterly budget generates the default budget value for each quarter through big data analysis to form a hierarchical budget; after the quarterly budget is reviewed and approved, it is issued to each department or factory for free adjustment and supplementation; among them, big data analysis generates the default budget value for each quarter, specifically: big data analysis obtains budget usage from the internal database through data collection, uses analytical technology to effectively process and analyze the obtained budget data, organizes the data, and uses machine learning models to predict the default budget value; Each department or factory can make internal budget adjustments and specify the budget types that can participate in budget adjustments through organizational parameter control; Obtain budget usage from the internal database through data collection to conduct trend analysis and forecasting, and use linear regression model to analyze and forecast budget values; Each department or factory can make budget supplements and specify the budget types that can participate in budget supplements through institutional parameter control; Annual and quarterly budget reports are generated through big data analysis. Budget usage is obtained from the internal database through data collection. Data visualization tools are used to display data in the form of charts and graphs. Visual reports can be generated to trace budget usage. Budget adjustment reports and budget supplement reports can also be generated as needed.
2. A tobacco enterprise budget management method according to claim 1, characterized in that: The annual budget includes the issuance and review of the budget, and the budget default amount is generated by big data analysis, and the budget default amount can be modified; After the formulation is completed, it will be submitted to the superior for review. If the formulated amount does not meet the plan, the superior will apply for rejection and re-formulation; Otherwise, the budget will take effect once it is approved by the superior.
3. A tobacco enterprise budget management method according to claim 2, characterized in that: The quarterly budget module includes budget decomposition and review, and generates a default budget amount through big data analysis. The default budget amount can be modified. When preparing the budget decomposition, the total amount of each budget decomposition shall not exceed the total amount set when the annual budget is formulated; When the quarterly budget is completed, it will be submitted to the superior for review. If the amount is not in line with the plan, the superior will apply for rejection and re-formulation; Otherwise, the budget will take effect once it is approved by the superior.
4. A tobacco enterprise budget management method according to claim 1, 2 or 3, characterized in that: The annual budget and quarterly budget both have their approval processes optimized through a workflow engine; the workflow engine is customized and expanded according to business needs.
5. A tobacco enterprise budget management method according to claim 1, characterized in that: The budget adjustment includes the submission and review of the adjustment. Each department or factory makes the adjustment, and uses the system organization parameters to limit the budget types that can be adjusted. After the adjustment is completed, it is submitted to the superior for review. If the amount made does not meet the plan, the superior will apply for rejection and re-making. Otherwise, the budget will take effect once it is approved by the superior.
6. A tobacco enterprise budget management method according to claim 1, characterized in that: The budget supplement includes submission and review of the supplement, which is formulated by each department or factory, and the system organization parameters are used to limit the budget types that can be supplemented. After the formulation is completed, it is submitted to the superior for review; if the formulated amount does not meet the plan, the superior will apply for rejection and re-formulation; Otherwise, the budget will take effect once it is approved by the superior.
7. A tobacco enterprise budget management method according to claim 1, 5 or 6, characterized in that: Budget adjustments and additions are limited by setting institutional parameters as follows: First, set the primary key of the budget type table and the organization parameter table to associate and form a corresponding relationship; The organization parameters are stored in the database. Each time an adjustment or supplement is made, the parameters are obtained from the database to verify whether the budget type can be adjusted or supplemented.
8. A budget management system for tobacco enterprises, characterized in that: include: The annual budget module is used to generate the annual budget formulation work through big data analysis. After the annual budget is reviewed and approved, it enters the quarterly budget module; The quarterly budget module is used to generate quarterly budget breakdowns based on the annual budget and break them down into departments or factories through big data analysis; The budget adjustment module is used for internal budget adjustments in various departments or factories. Through the control of organizational parameters, the budget types that can participate in budget adjustments are specified; Budget supplement module: used for budget supplement of each department or factory. Through the control of organizational parameters, the budget types that can participate in budget supplement are specified. The system specifically implements budget management through the tobacco enterprise budget management method described in any one of claims 1 to 7.
9. A budget management device for a tobacco enterprise, characterized in that: include: at least one memory and at least one processor; The at least one memory is used to store a machine-readable program; The at least one processor is used to call the machine-readable program to implement the method described in any one of claims 1 to 7.
10. A computer-readable medium, characterized in that The computer readable medium stores computer instructions, which, when executed by a processor, can implement the method described in any one of claims 1 to 7.