Business support device, business support method, and business support program

Abstract

To provide a business support device, a business support method, and a business support program that can easily calculate a discount rate for each billing destination.SOLUTION: A discount object determination unit refers, when creating a bill on the basis of billing destination information, commercial transaction information, and sales data including a sales amount, to a calculation object flag stored in a storage unit for each commercial transaction object, and determines whether the commercial transaction object for which the bill is to be created is a commercial transaction object subject to a discount on billing that is a discount generated per sales unit and is deducted from a billing amount and billed to a billing destination. A discount rate detection unit detects, for each billing destination, from among the discount rates stored in the storage unit, a discount rate for the billing destination for which the bill is to be created. When the discount object determination unit determines that the commercial transaction object is for a discount on billing, a calculation unit calculates, on the basis of the sales data, a discount amount of the discount rate detected by the discount rate detection unit, and an output control unit controls an output of the discount amount to an output device. This allows for simple calculation of the discount amount for each billing destination, and can assist in creation of the bill.SELECTED DRAWING: Figure 1

Description

[Technical field]

[0001] The present invention relates to a business support device, a business support method, and a business support program. [Background technology]

[0002] Today, in the food industry, for example, there is a business practice of so-called "kickbacks," in which the price of the product sold is charged after various types of discounts are applied. Examples of kickbacks include the following types of discounts:

[0003] Unreceived sales: This occurs for each sales transaction, and is a type of discount in which a predetermined amount, such as 100 yen, is charged by the business partner to whom the product was sold as the unreceived amount. Rebate → A type of discount that occurs per sales unit during the rebate contract period and is paid to the business partner as an expense. Post-deduction: A discount type that occurs at the first instance of a sales transaction, and is given after the business partner contacts the customer after invoicing and monthly closing to treat it as a discount. Discount at time of invoicing: This discount occurs per sales unit during the invoicing period, and is deducted from the invoice as a discount before being invoiced to the business partner.

[0004] Meanwhile, Patent Document 1 (JP Patent Publication 2015-106261 A) discloses a product sales data processing device that provides good operability and functions that meet customer needs by executing a subtotal discount process after the subtotal. In this product sales data processing device, a sales registration means executes a sales registration process in which sales data including a subtotal amount obtained in response to input from an input unit of data related to purchased products is stored in a storage unit. In this sales registration process, a discount acceptance means accepts a discount instruction to deduct the discount amount from the subtotal amount, and a discount instruction storage means temporarily stores the discount instruction accepted by the discount acceptance means. A calculation means receives an operation of a subtotal key that instructs output of a total transaction for one customer, and calculates an invoice amount obtained by deducting the discount amount related to the discount instruction from the subtotal amount obtained from the sales data stored in the storage unit. [Prior art documents] [Patent documents]

[0005] [Patent Document 1] JP 2015-106261 A Summary of the Invention [Problem to be solved by the invention]

[0006] Here, the discount rate or discount amount is determined for each billing destination, and there are some billing destinations for which discounts are not applied. For this reason, for example, a user who creates an invoice must check for each billing destination whether a discount is applied, and the discount rate or discount amount, calculate the discount amount, and reflect it in the billing amount. For this reason, creating an invoice has become one of the most troublesome tasks.

[0007] The present invention has been made in consideration of the above-mentioned problems, and aims to provide a business support device, a business support method, and a business support program that can easily calculate the discount amount for each billing destination and support tasks such as creating invoices. [Means for solving the problem]

[0008] In order to solve the above-mentioned problems and achieve the object, the business support device of the present invention has a discount object determination unit that, when creating an invoice based on billing destination information, commercial transaction information, and sales data including sales amount, refers to a calculation object flag stored in a memory unit for each commercial transaction object and determines whether the commercial transaction object for which an invoice is being created is a commercial transaction object that is subject to a billing time discount that occurs on a sales basis and is deducted from the invoice amount and invoiced to the billing destination, a discount rate detection unit that detects, from the discount rates stored in the memory unit for each billing destination, the discount rate of the billing destination for which an invoice is being created, a calculation unit that calculates the discount amount of the discount rate detected by the discount rate detection unit based on the sales data when the discount object determination unit determines that the commercial transaction object is subject to a billing time discount, and an output control unit that controls the output of the calculated discount amount to an output device.

[0009] In addition, in order to solve the above-mentioned problems and achieve the object, the business support method of the present invention includes a discount object determination step in which, when creating an invoice based on billing destination information, commercial transaction information, and sales data including a sales amount, a discount object determination unit refers to a calculation object flag stored in a memory unit for each commercial transaction object and determines whether the commercial transaction object for which an invoice is being created is a commercial transaction object that is subject to a billing time discount that occurs on a sales basis and is deducted from the billing amount and billed to the billing destination; a discount rate detection step in which a discount rate detection unit detects, from the discount rates stored in the memory unit for each billing destination, a discount rate for the billing destination for which an invoice is being created; a calculation step in which, if it is determined in the discount object determination step that the commercial transaction object is subject to a billing time discount, a calculation unit calculates a discount amount of the discount rate detected by the discount rate detection unit based on the sales data; and an output control step in which an output control unit controls output of the calculated discount amount to an output device.

[0010] In addition, in order to solve the above-mentioned problems and achieve the object, the business support program of the present invention causes a computer to function as a discount object determination unit that, when creating an invoice based on sales data including invoice information, commercial transaction information, and sales amount, refers to a calculation object flag stored in a memory unit for each commercial transaction object and determines whether the commercial transaction object for which an invoice is being created is a commercial transaction object that is subject to a billing time discount that occurs on a sales basis and is deducted from the invoice amount and invoiced to the invoice destination, a discount rate detection unit that detects, from the discount rates stored in the memory unit for each invoice destination, the discount rate of the invoice destination for which an invoice is being created, if the discount object determination unit determines that the commercial transaction object is subject to a billing time discount, a calculation unit that calculates the discount amount of the discount rate detected by the discount rate detection unit based on the sales data, and an output control unit that controls the output of the calculated discount amount to an output device. Effect of the Invention

[0011] The present invention can easily calculate the discount amount for each billing destination, thereby making it possible to support tasks such as creating invoices. [Brief description of the drawings]

[0012] [Figure 1] FIG. 1 is a block diagram illustrating a hardware configuration of a task support device according to an embodiment. [Diagram 2] FIG. 2 is a diagram illustrating an example of the billing destination master. [Diagram 3] FIG. 3 is a diagram illustrating an example of the product master. [Figure 4] FIG. 4 is a diagram illustrating an outline of the operation of the task support device according to the embodiment. [Diagram 5] FIG. 5 is a diagram showing an example of the billing processing screen. [Figure 6] FIG. 6 is a diagram illustrating an example of sales data. [Figure 7] FIG. 7 is a diagram showing an example of the billed payment schedule data. [Figure 8] FIG. 8 is a diagram showing an example of discount data. [Figure 9] FIG. 9 is a diagram illustrating an example of the request data. [Figure 10] FIG. 10 is a diagram showing an example of the billing discount breakdown data. [Figure 11] FIG. 11 is a diagram showing an example of an invoice that is displayed or printed based on the invoice data. [Figure 12] FIG. 12 is a diagram showing an example of the discount details inquiry screen. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0013] DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS A task support device according to an embodiment of the present invention will now be described in detail with reference to the accompanying drawings. However, the present invention is not limited to the following embodiment.

[0014] (Hardware configuration) As shown in FIG. 1, the business support device 1 of the embodiment includes a storage unit 2, a control unit 3, a communication interface unit 4, and an input / output interface unit 5. An input device 6 and an output device 7 are connected to the input / output interface unit 5. The output device 7 corresponds to a display unit such as a monitor device (including a home television), a printing device, or a speaker device. The input device 6 may be a keyboard device, a mouse device, a microphone device, or a monitor device that cooperates with a mouse device to realize a pointing device function. The communication interface unit 4 is connected to a network such as a wide area network such as the Internet or a private network such as a LAN (Local Area Network).

[0015] The storage unit 2 may be, for example, a storage device such as a ROM (Read Only Memory), a RAM (Random Access Memory), an HDD (Hard Disk Drive), or an SSD (Solid State Drive). The storage unit 2 stores a business support program that supports the creation of invoices and the like that reflect discounts for each billing destination. The storage unit 2 also stores a billing destination master 11 and a product master 12. The storage unit 2 also stores sales data, billing payment schedule data indicating the discount amount for unpaid sales for each billing destination, and discount data indicating the discount amount according to the discount type of the calculated "billing discount" for each billing destination.

[0016] The memory unit 2 also stores billing data indicating the billing amount (current billing amount) reflecting the discount amount for the discount type of "billing discount" indicated in the discount data, as well as the discount amount for other discount types such as "post-discount" or "uncollected sales." The memory unit 2 also stores billing time discount breakdown data indicating the breakdown of the discount amount, billing data and billing time discount breakdown data, invoice data for the invoice generated based on the billing data and the billing time discount breakdown data, and discount detail inquiry data used to display the discount detail inquiry screen.

[0017] The billing destination master 11 is composed of a billing destination code uniquely assigned to each billing destination, the closing date of each billing destination, the discount rate of each billing destination, and the additional discount target category as shown in Fig. 2. In the example of Fig. 2, the closing date of the billing destination with the billing destination code "SE001" is the "20th" of every month, the discount rate is "1.0%" of the sales amount, and the additional target category is "1: Target."

[0018] The additional target category is information indicating whether or not the invoice recipient is subject to the reflection of discounts in the form of "invoicing discount" as well as other discount forms such as "deferred discount" or "uncollected sales". In the example of Figure 2, an invoice recipient with invoice recipient code "SE001" is subject to the reflection of discounts in the form of "invoicing discount" as well as other discount forms such as "deferred discount" or "uncollected sales" (1: subject), while an invoice recipient with invoice recipient code "SE002" is subject to the reflection of discounts other than the discount form of "invoicing discount" (0: not subject).

[0019] As shown in Fig. 3, the product master 12 includes a product code uniquely assigned to each product, and a calculation target flag. The calculation target flag is a flag that indicates whether the product is subject to discount or not. In the example of Fig. 3, a product with a product code of "IT001" is a product that is subject to discount (1: subject), and a product with a product code of "IT002" is a product that is not subject to discount (0: not subject).

[0020] (Functional configuration of business support device) Next, the control unit 3 executes the business support program stored in the memory unit 2, thereby functioning as a discount target determination unit 21, a discount rate detection unit 22, a calculation unit 23, a display control unit 24, a data generation unit 25, and an additional discount determination unit 26, as shown in Fig. 1. The display control unit 24 is an example of an output control unit. The data generation unit 25 is an example of a billing data generation unit and a discount detail inquiry data generation unit.

[0021] When creating an invoice based on billing destination information, transaction information, and sales data including sales amount, the discount object determination unit 21 refers to the calculation object flag stored in the memory unit (product master 12 in FIG. 3) for each transaction object, and determines whether the transaction object for which an invoice is being created is a transaction object that is subject to a billing time discount that occurs on a sales basis and is deducted from the billing amount and billed to the billing destination. Note that the concept of "transaction object" includes not only goods but also services. The following explanation will be given using an example where the "transaction object" is a product.

[0022] The discount rate detection unit 22 detects the discount rate of the billing destination for which an invoice is to be created from the discount rates stored in the memory unit (billing destination master 11 in FIG. 2) for each billing destination. When the discount target determination unit 21 determines that the commercial transaction subject is subject to a billing time discount, the calculation unit 23 calculates the discount amount of the discount rate detected by the discount rate detection unit 22 based on the sales data. The output control unit (as an example, the display control unit 24) controls the output of the calculated discount amount to an output device (output device 7: display unit).

[0023] The output control unit may be a print control unit or an audio output control unit. In the case of the print control unit, print data indicating the calculated discount amount is generated and supplied to a printer, which is the output device 7, for printing out. In the case of the audio output control unit, audio data indicating the calculated discount amount is generated and supplied to a speaker, which is the output device 7, for audio output.

[0024] Data generation unit 25, an example of a billing data generation unit, generates billing data for the billing amount without the billing discount based on sales data when discount target determination unit 21 determines that the commercial transaction object is not subject to a billing discount. Data generation unit 25 also generates billing data for the billing amount minus the discount amount based on sales data when discount target determination unit 21 determines that the commercial transaction object is subject to a billing discount. An output control unit (display control unit 24, as an example) controls the output of the generated billing data to an output device (output device 7: display unit).

[0025] The additional discount determination unit 26 refers to the additional discount target classification stored for each billing recipient in the memory unit (billing recipient master 11 in Figure 2) and determines whether the billing recipient for which the invoice is being created is a billing recipient for which only the billing time discount is valid, or whether the billing recipient is also eligible for discounts in the form of discounts other than the billing time discount in addition to the billing time discount.

[0026] As one example, a "discount type other than a discount at the time of invoicing" is a "post-invoice" discount type in which a specified amount is discounted at the request of the invoice recipient after the seller has invoiced, or a "sales unpaid" discount type in which the invoice recipient invoices the seller for a specified amount as the invoice recipient's unpaid amount after the sale.

[0027] The following discount forms are known as examples of various discount forms: Unreceived sales: This occurs for each sales transaction, and is a type of discount in which a predetermined amount, such as 100 yen, is charged by the business partner to whom the product was sold as the unreceived amount. Rebate → A type of discount that occurs per sales unit during the rebate contract period and is paid to the business partner as an expense. Post-deduction: A discount type that occurs at the first instance of a sales transaction, and is given after the business partner contacts the customer after invoicing and monthly closing to treat it as a discount. Discount at time of invoicing: This discount occurs per sales unit during the invoicing period, and is deducted from the invoice as a discount before being invoiced to the business partner.

[0028] The data generation unit 25, which is an example of a billing data generation unit, generates billing data for the billing amount minus the discount rate and the discount amount for discount forms other than the billing discount when the discount target determination unit 21 determines that the commercial transaction object is subject to a billing discount and the additional discount determination unit 26 determines that the billing destination is also valid for discounts in the form of discounts other than the billing discount.

[0029] Furthermore, data generation unit 25, an example of a billing data generation unit, generates billing data including a discount rate, discount amount, and transaction category indicating the discount type in addition to the billing amount. When a discount detail inquiry is specified, data generation unit 25, an example of a discount detail inquiry data generation unit, generates discount detail inquiry data including the discount rate, discount amount, and transaction category indicating the discount type for the specified billing party based on the billing data when a discount detail inquiry is specified. Display control unit 24, an example of an output control unit, controls the output of the discount detail inquiry data to an output device (output device 7: display unit).

[0030] (Overview of billing process) Next, Fig. 4 is a diagram showing an overview of billing closing processing in the business support device 1 of the embodiment. As shown in Fig. 4, billing closing processing is performed when creating invoices for each billing destination after the closing date. In this billing closing processing, sales data and billing payment schedule data for each billing destination are acquired from, for example, an external accounting server device into the storage unit 2.

[0031] As shown in FIG. 6, sales data includes sales number, line number, sales category, business code, sales date, billing code, customer code, product code, sold quantity, product unit price, and sales amount. Sales category is information indicating whether the sales is "regular sales" or sales equivalent to a "delayed discount" made after the business partner contacts the customer after billing and monthly closing to treat it as a discount. In the example of FIG. 6, the sales data with sales numbers "UR001" and "UR002" is "regular sales" sales data, and the sales data with sales number "UR003" is sales data equivalent to a "delayed discount". In the example of FIG. 6, this "delayed discount" amount is recorded as "-1000 yen".

[0032] The billing payment schedule data is data showing the discount amount for each billing recipient to which the "uncollected sales" discount is applied, and is composed of the billing payment schedule number, line number, transaction category, business code, accounting date, billing recipient code, customer code, expense item, quantity, unit price, and discount amount, etc. In this case, the transaction category is "uncollected sales." Also, the example in Figure 6 is an example in which a "uncollected sales" discount of "-500 yen" is set for each billing recipient.

[0033] When such sales data and billing payment scheduled data are acquired, the business support device 1 refers to the billing destination master 11 shown in Fig. 2 and the product master 12 shown in Fig. 3, and calculates the discount amount based on the discount rate of the billing destination that sold the product that is the subject of the discount. If the billing destination is subject to an additional discount (a billing destination in the additional discount target category of "1: Target" in Fig. 2), billing data and billing time discount breakdown data are generated by deducting the discount amount indicated in the "Deferred Discount" sales category of the sales data in Fig. 6 and / or the discount amount indicated in the "Sales Uncollected" transaction category of the billing payment scheduled data in Fig. 7. Then, invoice data is generated and issued (accounted for and sent (or mailed) to the billing destination) based on this billing data and billing time discount breakdown data.

[0034] In addition, when the display (output) of the discount status for a desired billing recipient is specified, the business support device 1 generates a discount details inquiry screen including the discount status such as the discount rate and discount amount corresponding to the specified billing recipient, and displays it via the output device 7.

[0035] (Specific examples of billing processing) Next, a specific example of billing closing processing will be described. The control unit 3 of the business support device 1 executes the business support program stored in the memory unit 2, thereby functioning as the discount target determination unit 21 to the additional discount determination unit 26, and executes the following billing closing processing. Note that the explanation will be given on the assumption that the sales data shown in FIG. 6 and the billing payment schedule data shown in FIG. 7 have already been acquired in the memory unit 2.

[0036] First, a user who creates an invoice specifies the display of the invoice closing processing screen via the input device 6. This causes the display control unit 24 to display the invoice closing processing screen shown in Fig. 5 via the output device 7. This invoice closing processing screen is provided with a selection field for the creation category, an input field for the business code, an input field for the invoice destination, an input field for the monthly closing date for the accounting of the company creating the invoice, and an input field for the invoice closing date, which will be the date of the invoice being created.

[0037] The creation category allows the user to select the desired option from among the options "Create" for creating an invoice, and "Delete" for deleting an invoice. The example in Figure 5 shows the state where the option "Create" has been selected.

[0038] In this billing closing screen, the user inputs the desired billing destination of the invoice and operates the execute button 50. This causes the discount target determination unit 21 to obtain from the billing destination master 11 the "additional discount target category" of the billing destination corresponding to the closing date specified via the billing closing screen, and the discount rate detection unit 22 to obtain from the billing destination master 11 the "discount rate %" of the billing destination corresponding to the closing date specified via the billing closing screen.

[0039] Next, the calculation unit 23 acquires sales data for the billing destination that corresponds to the closing date specified via the billing closing processing screen. At this time, the calculation unit 23 refers to the product master 12, and does not acquire sales data for products with product codes whose calculation target flag is "0: not applicable", but acquires sales data for products whose calculation target flag is "1: applicable".

[0040] In addition, the calculation unit 23 does not acquire sales data in which the sales category is "post-discount" and the additional discount target category of the billing destination master 11 is "1: target."

[0041] Next, the calculation unit 23 obtains the expected invoice payment data of the invoice destinations whose additional discount target category in the invoice destination master 11 is "0: not applicable." This makes it possible to obtain the discount amount for "uncollected sales."

[0042] Next, the calculation unit 23 tally up the acquired sales data and billing payment schedule data for each billing destination, and calculates the discount amount at the time of billing by multiplying the sales amount by the discount rate of the billing destination master 11.

[0043] In other words, in the example of Figure 6, the calculation unit 23 tally up the sales data with sales number "UR001" and row number "1" as sales data subject to calculation of the billing discount (1% discount), and tally up the sales data with sales number "UR001" and row number "2" as sales data not subject to calculation of the billing discount (the product does not apply).

[0044] In addition, the calculation unit 23 tally up the sales data with the sales number "UR002" and the row number "1" as the subject of the calculation of the discount at the time of invoicing (1% discount), and tally up the sales data with the sales number "UR003" and the row number "1" as the subject of the calculation of the discount at the time of invoicing (excluded because it is a post-drawn invoice).

[0045] When the additional discount discrimination unit 26 discriminates that the additional discount target category of the billing destination master 11 shown in FIG. 2 is "1: target" like the billing destination "SE001", the calculation unit 23 excludes the "post-discount" discount indicated by the sales data with the sales number "UR003" and the row number "1" shown in FIG. 6, and the "uncollected sales" discount indicated by the billing payment schedule data with the billing payment schedule number "SN001" and the row number "1" shown in FIG. 7 from the billing discount calculation. Then, the calculation unit 23 calculates the discount amount of the billing discount by multiplying the sales amount by the discount rate. In this case, the calculation unit 23 calculates the total discount amount by adding the post-discount discount amount and the uncollected sales discount amount to the billing discount amount.

[0046] On the other hand, when the additional discount determination unit 26 determines that the additional discount target category of the billing destination master 11 shown in Figure 2 is "0: Not applicable", such as for the billing destination "SE002", the calculation unit 23 calculates the discount amount of the billing time discount by multiplying the amount obtained by subtracting the uncollected sales discount amount indicated in the billing payment data with the billing payment scheduled number "SN002" and row number "1" shown in Figure 7 from the sales amount by the discount rate.

[0047] To explain more specifically, in the case of sales data with sales number "UR001" and row number "1" shown in Figure 6, the calculation unit 23 multiplies the sales amount "6,000 yen" by a discount rate of 1.0% to calculate a billing discount amount of "-60 yen" as shown in the upper record of Figure 8.

[0048] Discount amount at time of invoice for SN003 = Sales amount for sales number UR001 and line number 1 6000 yen x 1.0% = 60 yen

[0049] In addition, in the case of sales data with sales number "UR002" and row number "1" shown in Figure 6, the calculation unit 23 subtracts the uncollected sales discount amount of "500 yen" shown in Figure 7 from the sales amount of "4000 yen", and multiplies this subtracted amount by a discount rate of 1.0%, thereby calculating the invoice discount amount of "-35 yen" as shown in the lower record of Figure 8.

[0050] Discount amount at time of invoicing for SN004 = Sales amount for sales number UR002 and line number 1 (4,000 yen) - Discount amount for unreceivable sales for invoice payment schedule number SN002 (500 yen) x 1.0% = 35 yen

[0051] The calculation unit 23 also calculates the total discount amount. Specifically, in the case of a billing destination with a billing destination code of "SE001", the additional discount target category is "1: Target" as shown in the billing destination master 11 of Fig. 2. Therefore, the calculation unit 23 adds the discount amount of the billing time discount of "60 yen" calculated as described above to the discount amount of the post-discount discount of "1000 yen" shown in the record in the fourth column of Fig. 6, to calculate a total discount amount of "-1560 yen".

[0052] In addition, the calculation unit 23 subtracts the total discount amount of "1560 yen" from the sales amount of "8000 yen" for the billing destination with billing code "SE001", to calculate the current billing amount of "6440 yen".

[0053] Furthermore, in the case of a billing destination with a billing destination code of "SE002", the additional discount target category is "0: Not applicable" as shown in the billing destination master 11 of Fig. 2. Therefore, the calculation unit 23 adds the discount amount of the billing discount of "35 yen" calculated as described above to the unreceived sales discount amount of "500 yen" shown in the record in the second column of Fig. 7, and calculates a total discount amount of "-535 yen".

[0054] In addition, the calculation unit 23 subtracts the total discount amount of "535 yen" from the sales amount of "4000 yen" for the billing destination with billing destination code "SE002", to calculate the current billing amount of "3465 yen".

[0055] Based on such a calculation result, the data generating unit 25 generates the billing data shown in Fig. 9. This billing data includes a billing number, a business code, a billing date, a billing destination code, a customer code, a previous billing amount, a sales amount, a discount amount, and a current billing amount.

[0056] As shown in this billing data, for the billing recipient with billing code "SE001", the sales amount is "8000 yen" and the discount amount is "-1560 yen", so the current billing amount is "6440 yen". Also, for the billing recipient with billing code "SE002", the sales amount is "4000 yen" and the discount amount is "-535 yen", so the current billing amount is "3465 yen".

[0057] Furthermore, the data generating unit 25 generates billing discount breakdown data showing the breakdown of billing discounts as shown in Fig. 10 based on the sales data shown in Fig. 6, the billing payment schedule data shown in Fig. 7, the discount data shown in Fig. 8, and the billing data shown in Fig. 9. Specifically, the data generating unit 25 acquires the billing number, the establishment code, and the billing destination code from the billing data in Fig. 9.

[0058] The data generating unit 25 also obtains the sales number of the sales data in Fig. 6 as the slip number, and obtains the line number and product code from the sales data in Fig. 6. The data generating unit 25 also obtains the transaction type, sales date, customer code, quantity, unit price, sales amount, and discount amount from the sales data in Fig. 6 and the billing payment schedule data in Fig. 7. The data generating unit 25 also obtains the discount rate for each billing destination from the billing destination master 11 shown in Fig. 2.

[0059] Then, the data generating unit 25 generates billing discount breakdown data shown in FIG.

[0060] The sales data shown in Fig. 6, the billing payment schedule data shown in Fig. 7, the discount data shown in Fig. 8, and the billing data shown in Fig. 9 are displayed by the display control unit 24 via the output device 7 at a timing designated by the user. The output device 7 may be a printing device to print each piece of data.

[0061] Next, the data generation unit 25 generates the invoice data shown in Fig. 11 based on the invoice data shown in Fig. 9 and the invoice discount breakdown data shown in Fig. 10, and stores it in the storage unit 2. This invoice data includes the invoice code, invoice date, invoice name, previous invoice amount, deposit amount, carried over amount, sales amount, discount amount, current invoice amount, and details of sales amount and discount amount. The display control unit 24 displays such invoice data via the output device 7 at a timing specified by the user. The output device 7 may be a printer to print the invoice data.

[0062] Next, there may be cases where the user wishes to check the discount status of each billing destination. In such a case, the user operates the input device 6 to specify whether to display the discount details inquiry screen. When this specification is made, the display control unit 24 displays the discount details inquiry screen shown in FIG. 12 via the output device 7. This discount details inquiry screen includes an input field for the billing destination and the target period, which are the extraction conditions, and a display field for the extraction results.

[0063] The user inputs the billing destination code of the billing destination for which the discount status is to be confirmed, and the target period. The example of FIG. 12 is an example in which the billing destination with the billing code of "SE001" and the target period of "March 21, 2023 to April 20, 2023" are input as the billing destination for which the discount status is to be confirmed.

[0064] In this way, when the billing destination and the target period are input, the display control unit 24 mainly obtains the slip number, line number, sales date, product name / item, quantity, unit price, sales amount, and discount amount from the billing discount breakdown data shown in Fig. 10, and displays them in the display field of the extracted results as shown in Fig. 11. This makes it possible to check the discount status for each billing destination on a monthly basis, for example, after an invoice is issued.

[0065] (Effects of the embodiment) Today, in the food industry and other fields, there are business practices such as "uncollected sales," "post-payment discounts," and "discounts at the time of invoice."

[0066] (Challenges in operational efficiency) In particular, regarding "discount at time of invoice" -The discount rate (%) is determined for each billing destination. -Do you want to discount all sales or only specific items? -Whether or not to allow double-dipping with other rebates (uncollected sales, rebates, back-offs, etc.) These factors made the calculation and creation of discount slips complicated.

[0067] Users who create invoices must reflect the results of calculations on the invoice within the limited time between billing and sending, making the task of creating invoices a heavy burden.

[0068] (Management Issues) Depending on the contract conditions, in addition to the amount generated by normal transactions, there may be additional charges for handled products and double rebates, leading to cases where the seller has given a large discount without realizing it. However, as mentioned above, users who are involved in creating invoices have to reflect the results of their calculations on the invoice within the limited time between the closing of the invoice and the sending of the invoice, so they have no time to consider the discount amount. For this reason, in reality, it has been difficult to grasp the actual amount of discounts for each business partner, product, and transaction category. For this reason, for example, when reviewing contract conditions due to a rise in the cost of food, it is also difficult to review the contract conditions if the detailed actual amount of discounts is not known.

[0069] (effect) Therefore, the business support device 1 of the embodiment calculates and displays the discount amount for each billing destination based on the discount rate for each billing destination stored in the billing destination master 11. As a result, regardless of the contract conditions, if billing processing is performed, an invoice that takes into account the automatically calculated billing time discount can be issued, thereby making billing operations more efficient (improving the efficiency of billing operations).

[0070] In addition, in the process of calculating the invoice discount, it is possible to grasp how much of the invoice discount has been applied to which sales transaction (understanding the actual amount). This makes it possible to analyze the actual results and consider revising sales strategies and contract terms.

[0071] In addition, the business support device 1 of the embodiment can manage whether or not double discounting occurs with a discount type other than the invoice discount, in addition to the invoice discount, by using the additional discount target category of the invoice destination master 11.

[0072] In addition, the business support device 1 of the embodiment can automatically calculate and display the discount amount at the time of billing from the discount rate set in the billing destination master 11, the additional discount target category, the general auxiliary information (calculation target flag) in the product master 12, and the sales data of the current billing target.

[0073] In addition, a billing discount slip can be created based on the automatically calculated billing discount amount, and the discount amount can be reflected in the current billing amount.

[0074] In addition, the invoice discount data allows you to understand how much invoice discounts have actually been incurred. This makes it possible to review contract terms with business partners, or to determine which products to focus on as the main focus of your sales strategy.

[0075] For example, as shown in Figure 12, the billing destination with billing code "SE001" has unpaid sales, deferred credits, and a billing discount on the initial sales amount. Looking at the record with billing number "IV001", about 1 / 4 of the sales amount is treated as a discount (sales amount 8,000 yen - discount amount 1,560 yen).

[0076] Based on this discount status, a discount statement can be inquired, for example, monthly (see FIG. 12), and the amount of deferred discounts, unpaid sales, and discounts at the time of invoicing can be confirmed and dealt with accordingly.

[0077] [Contribution to the United Nations-led Sustainable Development Goals (SDGs)] This embodiment can contribute to improving business efficiency and promoting appropriate management decisions by companies, and can therefore contribute to Goals 8 and 9 of the SDGs.

[0078] Furthermore, this embodiment can contribute to reducing waste and promoting paperless and electronic systems, thereby contributing to the achievement of Goals 12, 13, and 15 of the SDGs.

[0079] Furthermore, this embodiment can contribute to strengthening control and governance, making it possible to contribute to Goal 16 of the SDGs.

[0080] [Other embodiments] The present invention may be embodied in various different embodiments other than those described above within the scope of the technical concept set forth in the claims.

[0081] For example, among the processes described in the embodiments, all or part of the processes described as being performed automatically can be performed manually, or all or part of the processes described as being performed manually can be performed automatically using known methods.

[0082] In addition, the processing procedures, control procedures, specific names, information including parameters such as registered data and search conditions for each process, screen examples, and database configurations shown in this specification and drawings may be changed as desired unless otherwise specified.

[0083] Moreover, with regard to the task support device 1, each of the components shown in the figures is a functional concept, and does not necessarily have to be physically configured as shown in the figures.

[0084] For example, the processing functions of the business support device 1, particularly the control unit 3 and each processing function performed by the control unit 3, may be realized in whole or in part by a CPU (Central Processing Unit) and a program interpreted and executed by the CPU, or may be realized as hardware using wired logic. The program is recorded in a non-transient computer-readable recording medium including programmed instructions for causing the information processing device to execute the processes described in this embodiment, and is mechanically read by the business support device 1 as necessary. That is, a computer program for giving instructions to the CPU in cooperation with the OS and performing various processes is recorded in a storage unit such as a ROM or HDD. This computer program is executed by being loaded into a RAM, and constitutes the control unit 3 in cooperation with the CPU.

[0085] In addition, the business support program of this business support device 1 may be stored in another server device connected to the business support device 1 via any network, and it is also possible to download all or part of it as needed.

[0086] The business support program for executing the process described in the present embodiment may be stored in a non-transient computer-readable recording medium, or may be configured as a program product. Here, the term "recording medium" includes any "portable physical medium" such as a memory card, a Universal Serial Bus (USB) memory, a Secure Digital (SD) card, a flexible disk, a magneto-optical disk, a ROM, an Erasable Programmable Read Only Memory (EPROM), an Electrically Erasable and Programmable Read Only Memory (EEPROM (registered trademark)), a Compact Disk Read Only Memory (CD-ROM), a Magneto-Optical Disk (MO), a Digital Versatile Disk (DVD), and a Blu-ray (registered trademark) Disc.

[0087] Moreover, a "program" is a data processing method written in any language or description method, and may be in any form, such as source code or binary code. Note that a "program" is not necessarily limited to a single configuration, but also includes a distributed configuration as multiple modules or libraries, and a program that achieves its function by working with a separate program, such as an OS. Note that well-known configurations and procedures can be used for the specific configuration and reading procedure for reading a recording medium in the business support device 1 shown in the embodiment, as well as the installation procedure after reading.

[0088] The memory unit 2 is a storage means such as a memory device such as RAM or ROM, a fixed disk device such as a hard disk, a flexible disk, or an optical disk, and stores various programs, tables, databases, and web page files used for various processes and providing websites.

[0089] The business support device 1 may be configured as an information processing device such as a known personal computer device or a workstation, or may be configured as an information processing device to which any peripheral device is connected. The information processing device may be realized by implementing software (including programs or data, etc.) that realizes the processing described in this embodiment.

[0090] Furthermore, the specific form of distribution and integration of the devices is not limited to that shown in the drawings, and all or part of them can be functionally or physically distributed and integrated in any unit according to various additions or functional loads. In other words, the above-mentioned embodiments can be implemented in any combination, or the embodiments can be implemented selectively. [Industrial Applicability]

[0091] The present invention is suitable for application to accounting operations in industries where kickbacks are a commercial practice. [Explanation of symbols]

[0092] 1 Business support equipment 2 Storage section 3. Control Unit 4. Communication Interface Section 5 Input / Output Interface Section 6 Input Devices 7 Output Devices 11 Billing Master 12 Product Master 21 Discount item determination section 22 Discount rate detection section 23 Calculation section 24 Display control section 25 Data Generation Division 26 Additional discount determination section 50 Run button

Claims

1. a discount object determination unit which, when creating an invoice based on billing destination information, transaction information, and sales data including a sales amount, refers to a calculation object flag stored in a storage unit for each transaction object, and determines whether the transaction object for which the invoice is being created is a transaction object that is subject to a billing time discount that is incurred on a sales basis and is deducted from the billing amount and billed to the billing destination; a discount rate detection unit that detects, for each of the billing destinations, a discount rate for the billing destination for which the invoice is to be generated, from among the discount rates stored in the storage unit; a calculation unit that calculates a discount amount of the discount rate detected by the discount rate detection unit based on the sales data when the discount target determination unit determines that the commercial transaction object is subject to the billing discount; an output control unit that controls an output device to output the calculated discount amount; A business support device having the above configuration.

2. a billing data generating section which generates billing data for a billing amount without the billing discount based on the sales data when the discount target determining section determines that the commercial transaction object is not subject to the billing discount, and generates billing data for a billing amount minus the discount amount based on the sales data when the discount target determining section determines that the commercial transaction object is subject to the billing discount, the output control unit controls output of the generated billing data to an output device; 2. The business support device according to claim 1,

3. The storage unit further includes an additional discount determination unit which refers to the additional discount target classification stored for each billing recipient and determines whether the billing recipient for which the invoice is being created is a billing recipient for which only the billing discount is valid, or a billing recipient for which a discount other than the billing discount is also valid in addition to the billing discount, said billing data generation unit generates billing data for a billing amount obtained by subtracting the discount amount of said discount rate and the discount amount of the discount type other than said billing discount when said discount target determination unit determines that said commercial transaction target is the target of said billing discount and said additional discount determination unit determines that said billing target is also eligible for discounts in the form of discount other than said billing discount; 3. The business support device according to claim 2,

4. the billing data generating unit generates the billing data including a discount rate, a discount amount, and a transaction category indicating a discount type in addition to the billing amount; a discount detail inquiry data generating unit for generating discount detail inquiry data including the discount rate, the discount amount, and a transaction category indicating the discount type for a specified billing party based on the billing data when a discount detail inquiry is specified; the output control unit controls output of the discount detail inquiry data to the output device; 4. The business support device according to claim 3,

5. Discount forms other than the invoice discount are "post-invoice" discount forms in which a specified amount is discounted at the request of the invoice recipient after the seller has made an invoice, or "sales unpaid" discount forms in which the invoice recipient invoices the seller for a specified amount as an unpaid amount for the invoice recipient after the sale.

5. The business support device according to claim 3 or 4, wherein:

6. a discount object determination step in which, when the discount object determination unit creates an invoice based on the billing destination information, the transaction information, and the sales data including the sales amount, the discount object determination unit refers to a calculation object flag stored in the storage unit for each transaction object, and determines whether the transaction object for which the invoice is being created is a discount that occurs on a sales basis and is a billing time discount that is deducted from the billing amount and billed to the billing destination; a discount rate detection step in which a discount rate detection unit detects, for each of the billing destinations, a discount rate for the billing destination to which the invoice is to be generated, from among the discount rates stored in the storage unit; a calculation step of a calculation unit calculating a discount amount of the discount rate detected by the discount rate detection unit based on the sales data when the discount target determination step determines that the commercial transaction target is the target of the billing discount; an output control step in which an output control unit controls an output device to output the calculated discount amount; A business support method having the above-mentioned features.

7. Computer, a discount object determination unit which, when creating an invoice based on billing destination information, transaction information, and sales data including a sales amount, refers to a calculation object flag stored in a storage unit for each transaction object, and determines whether the transaction object for which the invoice is being created is a transaction object that is subject to a billing time discount that is incurred on a sales basis and is deducted from the billing amount and billed to the billing destination; a discount rate detection unit that detects, for each of the billing destinations, a discount rate for the billing destination for which the invoice is to be generated, from among the discount rates stored in the storage unit; a calculation unit that calculates a discount amount of the discount rate detected by the discount rate detection unit based on the sales data when the discount target determination unit determines that the commercial transaction object is subject to the billing discount; functioning as an output control unit that controls the output of the calculated discount amount to an output device; A business support program that features:

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