Financial management system based on student orders

Abstract

The invention provides a financial management system based on a student order, and the system achieves the omnibearing monitoring and management of the financial process of a student through the integration of an order management module, a student income and expenditure management module, a borrowing and buying recording module, a cost and expenditure recording module, a return recording module and a transfer income module. The system has the advantages of high automation degree, high data accuracy, strong decision support capability, high security and the like, and can bring more efficient and more convenient financial management experience for enterprise management students.

Description

Technical Field

[0001] The invention relates to the technical field of financial management, and in particular to a financial management system based on student orders. Background Art

[0002] With the rapid development of e-commerce, enterprises are faced with the need to process a large number of student orders. Traditional financial management systems require a lot of manual work to sort, correct, count, and summarize data, resulting in low financial management efficiency and prone to errors. Therefore, a system that can perform efficient and accurate financial processing based on student orders is needed. Summary of the invention

[0003] The purpose of the present invention is to provide a financial management system based on student orders, which can automatically process student orders, realize automated management of financial data, and improve financial management efficiency.

[0004] To achieve the above object, the present invention adopts the following technical solutions:

[0005] A financial management system based on student orders, including an order management module, a student income and expenditure management module, a loan offset record module, an expense expenditure record module, a rebate record module, and a carry-over income module. Each module uses student orders as basic data, and the original data of each module imported by the students is statistically sorted and finally presented and supports the export of result data. The data of each module are interrelated and interdependent.

[0006] Specifically, the present invention provides a financial management system based on student orders, including:

[0007] The order management module has the following functions: managing the order information of trainees and generating order records based on the order information;

[0008] The student income and expenditure management module has the following functions: real-time modification of student income and expenditure records when there are changes in student order amounts, write-offs, write-off rollbacks, or loan records;

[0009] The loan write-off record module has the following functions:

[0010] The loan amount is recorded in the system as the student's liability and automatically deducted when subsequent orders are settled;

[0011] Automatically calculate the write-off amount based on the write-off rules and generate corresponding write-off entries in the financial records;

[0012] Through the reversal rollback operation, the previous reversal record is offset, the order amount is recalculated, and the financial reversal rollback record is generated;

[0013] The functions of the expense record module include:

[0014] For loan requests, review and approve the loan amount according to the loan rules; record the loan amount as the student's liability in the system and automatically deduct it when subsequent orders are settled;

[0015] When a write-off record is generated, the write-off amount is automatically calculated according to the write-off rules, and a corresponding write-off entry is generated in the financial record;

[0016] Through the reversal rollback operation, the previous reversal record is offset, the order amount is recalculated, and the financial reversal rollback record is generated;

[0017] The rebate module has the following functions: automatically calculating and generating rebate records based on the order amount of the trainees and the imported rebate data according to the rebate rules, and the specific rebate processing method is flexibly handled according to different businesses;

[0018] The carry-forward income module has the following functions: automatically calculate and generate carry-forward income records based on student orders and imported income data;

[0019] The rebate rule setting module has the following functions: it allows students to customize rebate rules according to business needs.

[0020] Optionally, in some embodiments of the present invention, the order management module also includes the following functions: supporting students to place orders online, sales to manually enter orders and pay in the background, and automatically record order information; providing multiple query methods to find order status; reviewing order information to ensure order compliance and avoid the generation of malicious orders or erroneous orders; and performing corresponding processing based on the order status.

[0021] Optionally, in some embodiments of the present invention, the student income and expenditure management module also includes the following functions: providing multiple query methods to query student income and expenditure information; supporting template tables to import student income and expenditure data and using them for data statistical processing in the system; recording import logs and indicating failed data and reasons in order to modify and retry the import; and correcting, repairing, and deleting erroneous data.

[0022] Optionally, in some embodiments of the present invention, the loan cancellation record module also includes the following functions: providing multiple query methods to query loan records, cancellation records, and post-cancellation rollback records; importing student loan, cancellation, and post-cancellation rollback data through template forms and using them for data statistical processing in the system; recording imported logs and indicating failed data and reasons for modification and retry of import; exporting summarized student loan, cancellation, and post-cancellation rollback data for offline circulation and information viewing; viewing staff operation logs of records to facilitate tracking and tracing; and correcting, repairing, and deleting erroneous data.

[0023] Optionally, in some embodiments of the present invention, the expense record module also includes the following functions: providing multiple query methods to query expense records, write-off records, and write-off rollback records; importing student expense, write-off, and write-off rollback data through template forms and using them for data statistical processing in the system; recording imported logs and indicating failed data and reasons for retrying the import; exporting summarized student expense, write-off, and write-off rollback data for offline circulation and information viewing; viewing staff operation logs of records to facilitate tracking and tracing; and correcting, repairing, and deleting erroneous data.

[0024] Optionally, in some embodiments of the present invention, the rebate module also includes the following functions: providing multiple query methods to query student income and expenditure information; importing student income and expenditure data into template forms and using them for data statistical processing in the system; recording imported logs and indicating failed data and reasons for retrying the import; exporting summarized student income and expenditure data for offline circulation and information viewing; configuring rules in a specified manner and using them to calculate rebates; checking staff operation logs of records for easy tracking and tracing; and correcting, repairing and deleting erroneous data.

[0025] Optionally, in some embodiments of the present invention, the carry-over income module also includes the following functions: providing multiple query methods to query student income and expenditure information; importing student income and expenditure data into a template form and using it for data statistical processing in the system; recording the imported log, and indicating the failed data and reasons, so as to modify and retry the import; exporting summarized student income and expenditure data for offline circulation and information viewing; and correcting, repairing, and deleting erroneous data.

[0026] Beneficial effects:

[0027] 1. The present invention has a high degree of automation: by automatically processing student orders and financial data, manual intervention is reduced and work efficiency is improved.

[0028] 2. The data accuracy of the present invention is high: the system automatically records and processes data, reduces human errors and ensures data accuracy.

[0029] 3. Data operation traceability of the present invention: through data operation logs, trace the traceability operation records to ensure that all records are traceable.

[0030] 4. The data storage of the present invention adopts multiple databases: Mysql+Mongodb combination, flexible use of multiple databases. BRIEF DESCRIPTION OF THE DRAWINGS

[0031] Figure 1 It is a structural diagram of the financial management system based on student orders of the present invention. DETAILED DESCRIPTION

[0032] The embodiments of the present invention are described in detail below with reference to the accompanying drawings.

[0033] like Figure 1 The figure shows a schematic diagram of the structure of the financial management system based on student orders according to the present invention. Specifically, the system of the present invention includes the following modules:

[0034] 1. Order management module:

[0035] Order entry: supports students to place orders online, sales to manually enter orders and make payments in the background, and automatically records order information, including order number, student information, product information, order amount, etc.

[0036] Order Inquiry: Provides multiple inquiry methods to help students quickly find order status, such as inquiry by order number, inquiry by student, etc.

[0037] Order review: Review order information to ensure order compliance and avoid malicious or erroneous orders.

[0038] Order processing: Perform corresponding processing based on the order status, such as turning on or off course permissions, refunding, canceling orders, etc.

[0039] 2. Student income and expenditure management module:

[0040] Data query: Provides multiple query methods to facilitate quick query of student income and expenditure information, such as student ID, name, etc. The displayed information includes student name, ID, academic record, income and expenditure data, etc.

[0041] Data import: The template table imports the original data of students' income and expenditure and uses it to associate the data of other modules with the system for data statistical processing.

[0042] Import record: record the log of the above import, and indicate the failed data and reasons, including but not limited to the student does not exist, data verification failed, etc., to facilitate modification and retry of import.

[0043] Data export: Export the summarized student income and expenditure data for offline circulation and information viewing.

[0044] Edit and delete: correct, repair or delete erroneous data.

[0045] 3. Loan write-off record module:

[0046] Data query: It is divided into loan records, write-off records, and records returned after write-off. It provides multiple query methods to facilitate quick query of loan records, write-off records, and records returned after write-off, such as student ID, name, data recording time, etc. The displayed information includes student name, ID, student status, recorded amount, etc.

[0047] Data import: The template form imports the student loan, write-off, and write-off rollback data and uses it for data statistical processing in the system.

[0048] Import record: record the import log and indicate the failed data and reasons, so as to facilitate modification and retry of import.

[0049] Data export: export the summarized student borrowing, write-off, and post-write-off rollback data for offline circulation and information viewing.

[0050] Operation record viewing: View the staff's operation log for easy tracking and tracing.

[0051] Recycle Bin: Deleted data, easy to retrieve.

[0052] Edit and delete: correct, repair or delete erroneous data.

[0053] 4. Expense Recording Module

[0054] Data query: divided into expenditure records, write-off records, and records returned after write-off. It provides multiple query methods for quick and easy query of expenditure records, write-off records, and records returned after write-off, such as student ID, name, data recording time, etc. The displayed information includes student name, ID, student status, recorded amount, etc.

[0055] Data import: The template form imports student expenditure, offset, and post-offset rollback data and uses it for data statistical processing in the system.

[0056] Import record: record the import log and indicate the failed data and reasons, so as to facilitate modification and retry of import.

[0057] Data export: export the summarized student expenditure, cancellation, and post-cancellation rollback data for offline circulation and information viewing.

[0058] Operation record viewing: View the staff's operation log for easy tracking and tracing.

[0059] Recycle Bin: Deleted data, easy to retrieve.

[0060] Edit and delete: correct, repair or delete erroneous data.

[0061] 5. Rebate Record Module

[0062] Data query: Provides multiple query methods to facilitate quick query of student income and expenditure information, such as student ID, name, etc. The displayed information includes student name, ID, academic record, income and expenditure data, etc.

[0063] Data import: The template form imports the original data of student rebates and is used to associate the system with data from other modules for data statistical processing.

[0064] Import record: record the import log and indicate the failed data and reasons, so as to facilitate modification and retry of import.

[0065] Data export: Export the summarized student rebate record data for offline circulation and information viewing.

[0066] Rebate amount rules: Configure the rules as specified and use them to calculate rebates.

[0067] Operation record viewing: View the staff's operation log for easy tracking and tracing.

[0068] Recycle Bin: Deleted data, easy to retrieve.

[0069] Edit and delete: correct, repair or delete erroneous data.

[0070] 6. Carry-forward income module

[0071] Data query: Provides multiple query methods to facilitate quick query of student income and expenditure information, such as student ID, name, etc. The displayed information includes student name, ID, academic record, income and expenditure data, etc.

[0072] Data import: The template form imports the original data of students’ carry-over income and uses it for data statistical processing in the system.

[0073] Import record: record the import log and indicate the failed data and reasons, so as to facilitate modification and retry of import.

[0074] Data export: Export the summarized student carry-over income data for offline circulation and information viewing.

[0075] Recycle Bin: Deleted data, easy to retrieve.

[0076] Edit and delete: correct, repair or delete erroneous data.

[0077] Through the above system and its operation method, the system can automatically process student orders, realize automatic management of financial data, and improve financial management efficiency. The financial management system based on student orders and its implementation method described in the present invention can achieve the following technical effects:

[0078] a. The present invention has a high degree of automation: by automatically processing student orders and financial data, manual intervention is reduced and work efficiency is improved.

[0079] b. The data accuracy of the present invention is high: the system automatically records and processes data, reduces human errors and ensures data accuracy.

[0080] c. Data operation traceability of the present invention: through data operation logs, trace the traceability operation records to ensure that all records are traceable.

[0081] d. The data storage of the present invention adopts multiple databases: Mysql+Mongodb combination, flexible use of multiple databases.

[0082] In order to better illustrate the financial management system based on student orders of the present invention, the following is a detailed description through specific embodiments. It should be noted that the following embodiments are only schematic illustrations of the present invention and are not limited to the protection scope of the present invention.

[0083] Example

[0084] This embodiment uses PHP as the programming language, based on the back-end Thinkphp3.2 framework and the front-end VUE framework, and uses Mysql, Mongodb, Redis and other databases as storage methods. Through the management page written by the front-end, the data can be operated, viewed, imported and exported. Based on the students' orders and other imported original data, a financial association system including order management, income and expenditure management, loan write-off records, expense payment records, rebates and other modules is constructed, which greatly facilitates the processing and query of data, reduces a large number of manual operations, and effectively solves the problems in production work. The specific design and implementation are as follows:

[0085] 1. Order management module

[0086] The order management module is responsible for the entry, query, modification and deletion of student orders. The system generates order records based on order information and serves as the basic data for subsequent financial processing. This module supports students to place orders online, sales to manually enter orders and pay in the background, and automatically records order information; provides multiple query methods to find order status; reviews order information to ensure order compliance and avoid malicious orders or erroneous orders; and handles accordingly based on order status.

[0087] 2. Student income and expenditure management module

[0088] ·Income and expenditure management

[0089] When a student's order amount, write-off record, write-off rollback record, or loan record changes, the student's income and expenditure information will be modified in real time and reflected in the system in real time, making it easier for managers to grasp the student information in a timely and accurate manner so that subsequent work can be carried out. This module provides multiple query methods to query student income and expenditure information; supports template tables to import student income and expenditure data and use it for data statistics in the system; records the imported logs and indicates the failed data and reasons so that the import can be modified and retried; and corrects, repairs, and deletes erroneous data.

[0090] 3. Loan write-off record module

[0091] Loan processing

[0092] For loan data, the system will record the loan amount as the student's liability in the system based on the loan amount, and will automatically deduct it when subsequent orders are settled.

[0093] ·Write-off processing

[0094] When a write-off record is generated, the system automatically calculates the write-off amount according to the write-off rules and generates a corresponding write-off entry in the financial record. The write-off entry includes information such as the write-off time, write-off amount, and write-off reason.

[0095] ·Reversal and rollback processing

[0096] When an error occurs in the write-off operation or it needs to be undone, the system supports importing write-off rollback data. Through the write-off rollback operation, the system offsets the previous write-off record, recalculates the order amount, and generates a financial write-off rollback record.

[0097] This module provides multiple query methods to query loan records, write-off records, and write-back records after write-off; the template form imports student loan, write-off, and write-back data and uses it for data statistical processing in the system; records the imported log and indicates the failed data and reasons for modification and retry of the import; exports summarized student loan, write-off, and write-back data after write-off for offline circulation and information viewing; views the staff's operation logs on the records for easy tracking and tracing; and corrects, repairs, and deletes erroneous data.

[0098] 4. Expense Recording Module

[0099] Expenditures processing

[0100] For loan requests, the system reviews and approves the loan amount according to the loan rules. The loan amount will be recorded in the system as the student's liability and will be automatically deducted when subsequent orders are settled.

[0101] ·Reverse record

[0102] When a write-off record is generated, the system automatically calculates the write-off amount according to the write-off rules and generates a corresponding write-off entry in the financial record. The write-off entry includes information such as the write-off time, write-off amount, and write-off reason.

[0103] ·Reversal after cancellation

[0104] When an error occurs in the write-off operation or it needs to be undone, the system supports importing write-off rollback data. Through the write-off rollback operation, the system offsets the previous write-off record, recalculates the order amount, and generates a financial write-off rollback record.

[0105] This module provides multiple query methods to query expenditure records, write-off records, and write-off rollback records; template forms are used to import student expenditure, write-off, and write-off rollback data and used for data statistical processing in the system; imported logs are recorded, and failed data and reasons are indicated for retrying the import; summarized student expenditure, write-off, and write-off rollback data are exported for offline circulation and information viewing; staff operation logs of records are viewed for easy tracking and tracing; erroneous data are corrected, repaired, and deleted.

[0106] 5. Rebate module

[0107] Rebate processing

[0108] Based on the student's order amount and the imported rebate data, the system automatically calculates and generates rebate records according to the rebate rules. The specific rebate processing method is flexibly handled according to different businesses.

[0109] This module provides multiple query methods to query student income and expenditure information; template forms are used to import student income and expenditure data and used for data statistical processing in the system; the imported log is recorded, and the failed data and reasons are indicated for retrying the import; the summarized student income and expenditure data is exported for offline circulation and information viewing; rules are configured in a specified manner and used to calculate rebates; the staff's operation logs on the records are viewed for easy tracking and tracing; and erroneous data is corrected, repaired, and deleted.

[0110] 6. Carry-forward income module

[0111] Carry-forward income processing

[0112] The system automatically calculates and generates carry-over income records based on student orders and imported income data. Carry-over income records include carry-over time, income amount, order information, etc.

[0113] This module provides multiple query methods to query student income and expenditure information; template forms are used to import student income and expenditure data and used for data statistical processing in the system; the imported log is recorded, and the failed data and reasons are indicated for modification and retry of the import; the summarized student income and expenditure data is exported for offline circulation and information viewing; and erroneous data is corrected, repaired, and deleted.

[0114] 7. Rebate rules setting module

[0115] The rule setting module allows students to customize rebate rules according to business needs. Students can set the conditions, calculation formulas and parameters of the rules to meet the needs of different business scenarios.

[0116] Through the above-mentioned rewriting and expansion, the patent application is more in line with the standard format of patent applications, and describes in detail the technical content, implementation methods and claims of the invention, providing a solid foundation for subsequent patent applications.

Claims

1. A financial management system based on student orders, characterized in that: include: The order management module has the following functions: managing the order information of trainees and generating order records based on the order information; The student income and expenditure management module has the following functions: real-time modification of student income and expenditure records when there are changes in student order amounts, write-offs, write-off rollbacks, or loan records; The loan write-off record module has the following functions: The loan amount is recorded in the system as the student's liability and automatically deducted when subsequent orders are settled; Automatically calculate the write-off amount based on the write-off rules and generate corresponding write-off entries in the financial records; Through the reversal rollback operation, the previous reversal record is offset, the order amount is recalculated, and the financial reversal rollback record is generated; The functions of the expense record module include: For loan requests, review and approve the loan amount according to the loan rules; record the loan amount as the student's liability in the system and automatically deduct it when subsequent orders are settled; When a write-off record is generated, the write-off amount is automatically calculated according to the write-off rules, and a corresponding write-off entry is generated in the financial record; Through the reversal rollback operation, the previous reversal record is offset, the order amount is recalculated, and the financial reversal rollback record is generated; The rebate module has the following functions: automatically calculating and generating rebate records based on the order amount of the trainees and the imported rebate data according to the rebate rules, and the specific rebate processing method is flexibly handled according to different businesses; The carry-forward income module has the following functions: automatically calculate and generate carry-forward income records based on student orders and imported income data; The rebate rule setting module has the following functions: it allows students to customize rebate rules according to business needs.

2. A financial management system based on student orders according to claim 1, characterized in that: The order management module also includes the following functions: supporting students to place orders online, sales to manually enter orders and pay in the background, and automatically recording order information; providing multiple query methods to find order status; reviewing order information to ensure order compliance and avoid malicious orders or erroneous orders; and taking corresponding actions based on the order status.

3. A financial management system based on student orders according to claim 1, characterized in that: The student income and expenditure management module also includes the following functions: providing multiple query methods to query student income and expenditure information; supporting template forms to import student income and expenditure data and using them for data statistical processing in the system; recording imported logs and indicating failed data and reasons so as to modify and retry the import; and correcting, repairing and deleting erroneous data.

4. A financial management system based on student orders according to claim 1, characterized in that: The loan cancellation record module also includes the following functions: providing multiple query methods to query loan records, cancellation records, and post-cancellation rollback records; importing student loan, cancellation, and post-cancellation rollback data through template forms and using them for data statistical processing in the system; recording imported logs and indicating failed data and reasons for modification and retry of import; exporting summarized student loan, cancellation, and post-cancellation rollback data for offline circulation and information viewing; Check the staff's operation logs for easy tracking and tracing; correct, repair or delete erroneous data.

5. A financial management system based on student orders according to claim 1, characterized in that: The expense record module also includes the following functions: providing multiple query methods to query expense records, write-off records, and write-off rollback records; importing student expense, write-off, and write-off rollback data through template forms and using them for data statistical processing in the system; recording imported logs and indicating failed data and reasons for retrying the import; exporting summarized student expense, write-off, and write-off rollback data for offline circulation and information viewing; Check the staff's operation logs for easy tracking and tracing; correct, repair or delete erroneous data.

6. A financial management system based on student orders according to claim 1, characterized in that: The rebate module also includes the following functions: providing multiple query methods to query student income and expenditure information; importing student income and expenditure data through template forms and using them for data statistical processing in the system; recording imported logs and indicating failed data and reasons for retrying the import; exporting summarized student income and expenditure data for offline circulation and information viewing; configuring rules in a specified manner and using them to calculate rebates; viewing staff's operation logs of records for easy tracking and tracing; and correcting, repairing and deleting erroneous data.

7. A financial management system based on student orders according to claim 1, characterized in that: The carry-over income module also includes the following functions: providing multiple query methods to query student income and expenditure information; importing student income and expenditure data into template forms and using them for data statistical processing in the system; recording the imported logs and indicating the failed data and reasons so as to modify and retry the import; exporting summarized student income and expenditure data for offline circulation and information viewing; and correcting, repairing and deleting erroneous data.

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