Management method and system for cross-configuration ship budget
By cross-configuring the ship budget management system, the many-to-many association and department association between expense accounts and budget accounts are realized, solving the problems of complexity and low efficiency of budget management in the existing technology, realizing real-time statistics and risk reminders, and improving improve the accuracy and efficiency of budget management.
Patent Information
- Application Number
- CN202411204277.6
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2024-08-29
- Publication Date
- 2025-01-21
AI Technical Summary
The existing ship management system has many difficulties in budget management, including the diversity of budget accounts, complex departmental relationships, complex manual selection, low management efficiency, and difficulty in real-time statistics and risk reminders.
Provide a cross -configuration management method and system for ship budgets. Through business function modules, cost subject modules, budget subject modules, and budget management modules, etc., the cost subjects are more related to the purpose of the budget department. For the cost subject, set up the use department and management department to achieve real -time statistics and risk reminders.
The flexible configuration and associated relationship settings of the cost subject and budget subjects have been solved, and the budget management and real -time reminder of different departments are realized, the efficiency and accuracy of budget management are improved, and the complexity and errors of manual selection are avoided.
Smart Images
Figure CN119338149A_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to the technical field of ship budget management, and in particular to a management method and system for cross-configuration ship budget. Background Art
[0002] During the operation of a ship, various operating costs will be incurred, such as crew wages, fuel consumption, repairs, maintenance, spare parts and material consumption, insurance and inspection costs. Ships must be managed in a refined manner and budget management must be carried out, requiring these operating costs to be well controlled. There are some difficulties in these budget managements:
[0003] (1) Each shipping company has different budget items and different cost details;
[0004] (2) The budget is related to multiple departments. Each department should assume the responsibility of budget control, but it is difficult to reflect this in the budget table;
[0005] (3) The same expense item may be managed by different responsible departments. For example, both the Mechanical Department and the Marine Department may purchase bolts and washers. It is difficult to classify the budget table.
[0006] (4) Budget management is often lagging behind and cannot be linked to daily operations in real time, resulting in low management efficiency.
[0007] The existing technology does not properly solve the above problems, resulting in the following shortcomings in the budget management of ship management systems on the market, as follows:
[0008] (1) Due to the diversity of budget items, the same expense may be attributed to different budget items. Therefore, many systems on the market use manual selection. That is, budget items are disconnected from specific daily business. When operating actual business documents, it is necessary to manually select which budget item the document belongs to. The operation is complicated and it is easy to make the wrong selection, resulting in chaotic management.
[0009] (2) The diversity of budget items and specific business expenses, coupled with different responsible departments, makes it difficult for existing technologies to achieve real-time statistics and risk alerts in different dimensions. The existing systems on the market currently have relatively single statistical dimensions, and it is difficult to cover the responsibilities of budget management and provide adequate alerts. Management is prone to lag and omissions. Summary of the invention
[0010] The purpose of the embodiments of the present invention is to provide a management method and system for cross-configuration ship budget, which mainly solves the following technical problems:
[0011] (I) Solve the problem of flexible configuration and relationship setting of budget items and business expense items to meet the personalized configuration needs of different shipping companies, thereby eliminating the complex work of manually selecting budget items on the business side and avoiding manual selection errors.
[0012] (ii) Solve the problem of the connection between different departments of budget items, so that budget management can be divided into different departments for statistics and reminders, so that each department can compare its own budget goals and do a good job in budget management.
[0013] (III) A budget control reminder mechanism is established. When actual performance expenses approach or exceed the budget management threshold, corresponding reminders or operations can be performed during the document processing to achieve timely and effective budget control, rather than statistical reminders after the fact, so as to further manage the budget.
[0014] To achieve the above objectives, in a first aspect, an embodiment of the present invention provides a management system for cross-configuration ship budgets, comprising:
[0015] The business function module is used to classify the business types that incur expenses in the ship management system and mark the expense items under each business type;
[0016] The expense account module is used to store the marked expense accounts of each business type;
[0017] A budget account module, used to provide budget accounts and associate the budget accounts with the expense accounts in the expense account module;
[0018] The budget account module is also used to support users to customize the addition / modification of budget account names, levels and the scope of included expense accounts.
[0019] Furthermore, an approval configuration unit is provided under the business function module, which is used to:
[0020] In the approval flow configuration, users and their departments are classified.
[0021] Further, as a preferred implementation of the present application, the management system includes a budget management module, which is used to:
[0022] For each budget item, set the using department, management department, budget management target, budget management threshold and processing mechanism;
[0023] The budget management threshold and processing mechanism include:
[0024] When the budget performance reaches the first threshold, a yellow warning is issued;
[0025] When the budget performance reaches the second threshold, a red alert is issued;
[0026] If the budget performance exceeds the third threshold, business operations will be restricted;
[0027] The first threshold value<the second threshold value<the third threshold value.
[0028] Specifically, the budget management module is provided with:
[0029] Use the department unit to extract the department of the user of the application node from the approval flow and store it by category;
[0030] The management department unit is used to extract the department of the user of the approval node from the approval flow and classify and store it.
[0031] Furthermore, as a preferred implementation of the present application, the management system further includes a budget reminder and control module, which is used to:
[0032] According to the budget items, the business expense data is counted from the business function modules in real time;
[0033] The business expense data includes confirmed business document expenses and business document expenses in process. The business document expenses in process are estimated based on historical transaction prices.
[0034] The business expense data is checked against the budget management target, and if the business expense data reaches the budget threshold, a reminder or control is performed.
[0035] Furthermore, as a preferred implementation of the present application, the management system further includes a budget statistics analysis module, which is used to:
[0036] Automatically calculate budget performance based on the relationship between expense items and budget items;
[0037] The statistical budget performance is displayed separately according to the using department and the management department;
[0038] Compare and analyze the actual budget performance against the budget management targets of each department.
[0039] In a second aspect, the embodiment of the present application further provides a method for managing a cross-configuration ship budget, including:
[0040] Classify the business types that incur expenses in the ship management system, and mark and store the expense items under each business type;
[0041] Providing a budget account, and associating the budget account with the expense account to obtain an association relationship;
[0042] Budget management, budget reminders and control, and budget statistical analysis are carried out for each budget item; the budget management includes setting up using departments, management departments, budget management goals, budget management thresholds, and processing mechanisms.
[0043] The advantages of implementing the cross-configuration ship budget management solution provided by the embodiment of the present invention are as follows:
[0044] 1. Solve the many-to-many relationship between expense items and budget items, and cross-match according to the using department and management template. Specifically, the same expense item can be entered into the budget items of different departments, and the expenses generated by the business module can be automatically classified and counted.
[0045] 2. Based on the data in the user and approval flow, the expenses of each business are automatically classified into the using department and the management department, so as to realize statistics and real-time budget reminders in different dimensions and realize budget control from different perspectives. BRIEF DESCRIPTION OF THE DRAWINGS
[0046] In order to more clearly illustrate the specific implementation of the present invention or the technical solution in the prior art, the drawings required for use in the specific implementation or the description of the prior art are briefly introduced below.
[0047] Figure 1 It is a structural diagram of a management system for cross-configuration ship budget provided by an embodiment of the present invention;
[0048] Figure 2 The present invention is a flowchart of a method for managing cross-configuration ship budgets provided by an embodiment of the present invention. DETAILED DESCRIPTION
[0049] The following will be combined with the drawings in the embodiments of the present invention to clearly and completely describe the technical solutions in the embodiments of the present invention. Obviously, the described embodiments are part of the embodiments of the present invention, not all of the embodiments. Based on the embodiments of the present invention, all other embodiments obtained by ordinary technicians in this field without creative work are within the scope of protection of the present invention.
[0050] It should be understood that when used in this specification and the appended claims, the terms "include" and "comprises" indicate the presence of described features, integers, steps, operations, elements and / or components, but do not exclude the presence or addition of one or more other features, integers, steps, operations, elements, components and / or combinations thereof.
[0051] Please refer to Figure 1 , is a structural diagram of a management system for cross-configuration ship budgets provided by an embodiment of the present invention, the management system comprising:
[0052] The business function module is used to classify the business types that incur expenses in the ship management system and mark the expense items under each business type;
[0053] The expense account module is used to store the marked expense accounts of each business type;
[0054] The budget account module is used to provide budget accounts and associate the budget accounts with the expense accounts in the expense account module; in addition, the budget account module also supports custom addition / modification of budget account names, levels, and the scope of included expense accounts, etc.;
[0055] Budget management module, used to set the using department, management department, budget management target, budget management threshold and processing mechanism for each budget item;
[0056] Budget reminder and control module, used for budget reminder and control;
[0057] Budget statistics and analysis module, used for budget statistics and analysis.
[0058] In specific implementation, an approval configuration unit is set under the business function module to:
[0059] In the approval flow configuration, users and their departments are classified.
[0060] In the specific implementation, the budget management module is set up, and the user sets the using department and the management department for each budget item, the budget management target (such as annual budget / monthly budget value), the budget management threshold and the processing mechanism. For example, the budget management threshold and processing mechanism include: when the budget performance reaches 70%, a yellow warning is issued; when the budget performance reaches 90%, a red warning is issued; when the budget performance exceeds 120%, the business operation is restricted, etc.
[0061] That is, the budget management module includes:
[0062] Use the department unit to extract the department of the user of the application node from the approval flow and store it by category;
[0063] The management department unit is used to extract the department of the user of the approval node from the approval flow and classify and store it.
[0064] Furthermore, the budget reminder and control module is specifically used for:
[0065] According to the budget items, the business expense data is counted from the business function modules in real time;
[0066] The business expense data includes confirmed business document expenses and business document expenses in process. The business document expenses in process are estimated based on historical transaction prices.
[0067] The business expense data is checked against the budget management target, and if the business expense data reaches the budget threshold, a reminder or control is performed.
[0068] Furthermore, the budget statistics analysis module is specifically used for:
[0069] Automatically calculate budget performance based on the relationship between expense items and budget items;
[0070] The statistical budget performance is displayed separately according to the using department and the management department;
[0071] Compare and analyze the actual budget performance against the budget management targets of each department.
[0072] Based on the same inventive concept, an embodiment of the present invention provides a method for managing cross-configuration ship budgets, such as Figure 2 As shown, the management method includes:
[0073] S1, business type classification, expense account marking and storage corresponding to business expenses.
[0074] In the specific implementation, a business function module and an expense account module are set. The business function module is used to classify various businesses that incur expenses in the ship management system, and mark the expense accounts under each business type and store them in the expense account module.
[0075] S2, the association between budget items and expense items.
[0076] When implementing it, set up the budget account module. The system provides some budget accounts by default, and associates the budget accounts with the expense accounts in the business function module. In addition, the budget account module also supports users to customize the addition / modification of budget account names, levels, and the scope of expense accounts.
[0077] S3, approval flow configuration.
[0078] In the specific implementation, a budget management module is provided, under which the using department unit and the managing department unit are set. By default, in the approval flow of each business function module, the system classifies the department where the user of the application node is located into the using department unit, and the department where the user of the approval node is located into the managing department unit.
[0079] S4, conduct budget management, budget reminder and control, and budget statistical analysis for each budget item.
[0080] In specific implementation, the budget management module is set up, and the user sets the using department and the managing department for each budget item, the budget management target (such as annual budget / monthly budget value), the budget management threshold and the processing mechanism. For example, the budget management threshold and processing mechanism include: when the budget performance reaches 70% of the first threshold, a yellow warning is issued; when the budget performance reaches 90% of the second threshold, a red warning is issued; when the budget performance exceeds 120% of the second threshold, the business operation is restricted, etc.
[0081] In the specific implementation, the budget reminder and control module is set. In the specific business process processing flow, each business function module, based on the relationship between the expense account and the budget account, and the classification of the user department and the management department set by the system, the business expense data of these business function modules are counted in real time according to the budget account, and checked with the budget management target. When the budget threshold is reached, a reminder or control is performed in the document. If it is the application stage, the applicant is reminded (that is, the budget threshold reminder of the user department); if it is the approval stage, the approver is reminded (that is, the budget threshold double reminder of the user department and the management department).
[0082] In the specific implementation, the budget statistics analysis module is set up. The expense items based on the business function module have been associated with the budget items in the budget item module. The system automatically calculates the budget performance and displays them separately according to the user department and management department, and conducts comparative analysis against the budget management goals of each department. Whether the user is a user or a manager, they can see their own budget goals and budget performance, and view the goals and performance of each specific budget item.
[0083] The advantages of implementing the cross-configuration ship budget management solution provided by the embodiment of the present invention are as follows:
[0084] 1. Solve the many-to-many relationship between expense items and budget items, and cross-match according to the using department and management template. Specifically, the same expense item can be entered into the budget items of different departments, and the expenses generated by the business module can be automatically classified and counted.
[0085] 2. Based on the data in the user and approval flow, the expenses of each business are automatically classified into the using department and the management department, so as to realize statistics and real-time budget reminders in different dimensions and realize budget control from different perspectives.
[0086] The above is only a specific embodiment of the present invention, but the protection scope of the present invention is not limited thereto. Any technician familiar with the technical field can easily think of various equivalent modifications or replacements within the technical scope disclosed by the present invention, and these modifications or replacements should be included in the protection scope of the present invention. Therefore, the protection scope of the present invention shall be based on the protection scope of the claims.
Claims
1. A management system for cross-configuration ship budgets, characterized in that: include: The business function module is used to classify the business types that incur expenses in the ship management system and mark the expense items under each business type; The expense account module is used to store the marked expense accounts of each business type; A budget account module, used to provide budget accounts and associate the budget accounts with the expense accounts in the expense account module; The budget account module is also used to support users to customize the addition / modification of budget account names, levels and the scope of included expense accounts.
2. The cross-configuration ship budget management system according to claim 1, characterized in that: The business function module includes an approval configuration unit, which is used to: In the approval flow configuration, users and their departments are classified.
3. The cross-configuration ship budget management system according to claim 2, characterized in that: The management system includes a budget management module for: For each budget item, set the using department, management department, budget management target, budget management threshold and processing mechanism; The budget management threshold and processing mechanism include: When the budget performance reaches the first threshold, a yellow warning is issued; When the budget performance reaches the second threshold, a red alert is issued; If the budget performance exceeds the third threshold, business operations will be restricted; The first threshold value<the second threshold value<the third threshold value.
4. The cross-configuration ship budget management system according to claim 3, characterized in that: The budget management module includes: Use the department unit to extract the department of the user of the application node from the approval flow and store it by category; The management department unit is used to extract the department of the user of the approval node from the approval flow and classify and store it.
5. The cross-configuration ship budget management system according to claim 3, characterized in that: The management system also includes a budget reminder and control module, which is used to: According to the budget items, the business expense data is counted from the business function module in real time; the business expense data includes confirmed business document expenses and business document expenses in process; wherein the business document expenses in process are calculated based on historical transaction prices; The business expense data is checked against the budget management target, and if the business expense data reaches the budget threshold, a reminder or control is performed.
6. The cross-configuration ship budget management system according to claim 5, characterized in that: The management system also includes a budget statistics analysis module, which is used to: Automatically calculate budget performance based on the relationship between expense items and budget items; The statistical budget performance is displayed separately according to the using department and the management department; Compare and analyze the actual budget performance against the budget management targets of each department.
7. A method for managing cross-configuration ship budgets, characterized in that: include: Classify the business types that incur expenses in the ship management system, and mark and store the expense items under each business type; Providing a budget account, and associating the budget account with the expense account to obtain an association relationship; Budget management, budget reminders and control, and budget statistical analysis are carried out for each budget item; the budget management includes setting up using departments, management departments, budget management goals, budget management thresholds, and processing mechanisms.
8. The method for managing cross-configuration ship budgets according to claim 7, characterized in that: The budget management threshold and processing mechanism include: When the budget performance reaches the first threshold, a yellow warning is issued; When the budget performance reaches the second threshold, a red alert is issued; If the budget performance exceeds the third threshold, business operations will be restricted; The first threshold value<the second threshold value<the third threshold value.
9. The method for managing cross-configuration ship budgets according to claim 7, characterized in that: Budget reminders and controls are as follows: According to the budget items, the business expense data is counted in real time; the business expense data includes the confirmed business document expenses and the business document expenses in process; among them, the business document expenses in process are calculated based on the historical transaction prices; The business expense data is checked against the budget management target, and if the business expense data reaches the budget threshold, a reminder or control is performed.
10. The method for managing cross-configuration ship budget according to claim 7, characterized in that: The specific budget statistical analysis is as follows: Automatically calculate budget performance based on the relationship between expense items and budget items; The statistical budget performance is displayed separately according to the using department and the management department; Compare and analyze the actual budget performance against the budget management targets of each department.