Program, information processing device and method

Abstract

To reduce a risk of a failure to respond to a task which occurs after an order.SOLUTION: Provided is a program to be executed by a computer including a processor and a memory, the program causing the processor to execute: a step of acquiring order information on an order from another business operator; a step of presenting the acquired order information to a user and receiving from the user an input of first information for determining a person in charge corresponding to the order; a step of determining a person in charge corresponding to the order, based on the first information or on second information for determining a person in charge stored in advance in the memory; a step of generating task information on a task to be performed in relation to the order by the determined person in charge; and a step of generating, in association with the task information, draft information of a document to be generated in the task.SELECTED DRAWING: Figure 7

Description

[Technical field]

[0001] The present disclosure relates to a program, an information processing device, and a method. [Background technology]

[0002] Systems for managing tasks that arise in business have been developed. For example, Patent Document 1 discloses a task management device that supports appropriate task allocation based on the relationship between the difficulty of the task and the ability of the person who will carry out the task. [Prior art documents] [Patent documents]

[0003] [Patent Document 1] JP 2019-204243 A Summary of the Invention [Problem to be solved by the invention]

[0004] On the other hand, order management in conventional sales management systems was not configured to automatically determine the person responsible for an order, and tasks were managed manually, which meant there was a risk of tasks being missed.

[0005] An object of the present disclosure is to provide a system that reduces the risk of missing tasks that occur after an order is placed. [Means for solving the problem]

[0006] According to one embodiment of the present disclosure, there is provided a program to be executed by a computer having a processor and a memory, the program causing the processor to execute the following steps: acquiring order information regarding orders from other businesses; presenting the acquired order information to a user and accepting input of first information from the user for determining a person in charge of the order; determining a person in charge of the order based on the first information or second information for determining a person in charge that is pre-stored in the memory; generating task information regarding a task to be performed by the determined person in charge in relation to the order; and generating draft information of a document to be generated in the task by linking it to the task information. Effect of the Invention

[0007] According to the present disclosure, order information for products etc. is imported, drafts of various formats such as quotations are generated as business data, and a person in charge is assigned according to the automatic branching rules of the business flow, and tasks for that person are automatically generated, thereby reducing the risk of missing tasks. [Brief description of the drawings]

[0008] [Figure 1] 1 is a block diagram showing an overall configuration of a task management system 1 according to a first embodiment. [Diagram 2] 1 is a block diagram showing a functional configuration of a terminal device 10 constituting a task management system 1. FIG. [Diagram 3] 2 is a block diagram showing a functional configuration of a server 20 that constitutes the task management system 1. FIG. [Figure 4] 2 is a diagram showing an example of the data structure of an order database 2021 stored in the server 20 constituting the task management system 1. FIG. [Diagram 5] 2 is a diagram showing an example of the data structure of an assignment condition database 2022 stored in the server 20 constituting the task management system 1. FIG. [Figure 6]2 is a diagram showing an example of the data structure of a task database 2023 stored in a server 20 constituting the task management system 1. FIG. [Figure 7] 4 is a flowchart showing the first half of a process flow by the task management system 1. [Figure 8] 13 is a flowchart showing the second half of the processing flow by the task management system 1. [Figure 9] 13 is a flowchart showing the process flow of a person in charge determination process (S300). [Figure 10] 13 is a flowchart showing the process flow of a task generation process (S400). [Figure 11] 5 is a diagram showing a person in charge rule setting screen 500 displayed on the terminal device 10. FIG. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0009] Hereinafter, an embodiment of the present disclosure will be described with reference to the drawings. In the following description, the same components are denoted by the same reference numerals. Their names and functions are also the same. Therefore, detailed description thereof will not be repeated.

[0010] <Summary> The task management system according to the present disclosure will be described below. The task management system according to the present disclosure is a system for generating and managing task information that may occur for an order based on information about the order in a transaction between a corporation or a sole proprietor and another business. The task management system according to the present disclosure is a system provided as a web service, for example, by a cloud server or the like, that is, by so-called SaaS (Software as a Service).

[0011] In the task management system according to the present disclosure, order information for products, etc. received by various means such as fax or email is imported, and a person in charge is determined according to the set branching conditions. In addition, tasks related to the order of the products, etc. are automatically generated in a form linked to the determined person in charge. Furthermore, drafts of various formats such as quotations are automatically generated as business data.

[0012] With the above configuration, the system automatically determines the person in charge, generates tasks for the person in charge, and automatically creates a draft of the format required for the task based on the order information of the product, etc., thereby reducing the risk of missing a task. It also makes it possible to centrally manage order information from various order channels.

[0013] <Embodiment> The following describes the task management system 1. In the following description, for example, when the terminal device 10 accesses the server 20, the server 20 responds with information for generating a screen on the terminal device 10. The terminal device 10 generates and displays a screen based on the information received from the server 20.

[0014] <1 Overall configuration of task management system 1> FIG. 1 is a block diagram showing the overall configuration of a task management system 1 according to the first embodiment. As shown in FIG. 1, the task management system 1 includes a plurality of terminal devices (terminal device 10A and terminal device 10B are shown in FIG. 1. Hereinafter, they may be collectively referred to as "terminal device 10") and a server 20. The terminal devices 10 and the server 20 are connected to each other via a network 80 so as to be able to communicate with each other. The network 80 is configured as a wired or wireless network. In this embodiment, the server 20 is a Web server (including a cloud server), and exchanges information with the terminal device 10 through Web pages. In addition, a Web page browser for viewing Web pages is installed on the terminal device 10, but a dedicated application for providing the services of the server 20 may also be installed and configured to be viewable through the dedicated application.

[0015] The terminal device 10 is a device operated by each user. Here, the user is a person who uses the terminal device 10 to perform a task generation process, which is a function of the task management system 1, and is, for example, a person in charge of a company that is a business operator, a sole proprietor, etc. The terminal device 10 is realized by a stationary PC (Personal Computer), a laptop PC, etc. Alternatively, the terminal device 10 may be, for example, a tablet compatible with a mobile communication system, a mobile terminal such as a smartphone, etc.

[0016] The terminal device 10 is communicatively connected to the server 20 via a network 80. The terminal device 10 is connected to the network 80 by communicating with communication devices such as a wireless base station 81 compatible with communication standards such as 4G, 5G, and LTE (Long Term Evolution), and a wireless LAN router 82 compatible with wireless LAN (Local Area Network) standards such as IEEE (Institute of Electrical and Electronics Engineers) 802.11. As shown as the terminal device 10B in FIG. 1, the terminal device 10 includes a communication IF (Interface) 12, an input device 13, an output device 14, a memory 15, a storage unit 16, and a processor 19.

[0017] The communication IF 12 is an interface for inputting and outputting signals so that the terminal device 10 can communicate with an external device. The input device 13 is an input device (e.g., a keyboard, a touch panel, a touch pad, a pointing device such as a mouse, etc.) for receiving an input operation from a user. The output device 14 is an output device (a display, a speaker, etc.) for presenting information to a user. The memory 15 is for temporarily storing a program and data processed by the program, etc., and is a volatile memory such as a DRAM (Dynamic Random Access Memory). The storage unit 16 is a storage device for saving data, and is, for example, a flash memory or a HDD (Hard Disc Drive). The processor 19 is hardware for executing an instruction set described in a program, and is composed of an arithmetic unit, a register, a peripheral circuit, etc.

[0018] The server 20 is a device that manages various information related to transaction processing of the business operator (user), such as information related to orders, information related to staff, and information related to tasks of the staff. The server 20 is a computer connected to a network 80. The server 20 includes a communication IF 22, an input / output IF 23, a memory 25, a storage 26, and a processor 29.

[0019] The communication IF 22 is an interface for inputting and outputting signals so that the server 20 can communicate with an external device. The input / output IF 23 functions as an interface with an input device for receiving an input operation from a user and an output device for presenting information to a user. The memory 25 is for temporarily storing programs and data processed by the programs, etc., and is a volatile memory such as a DRAM (Dynamic Random Access Memory). The storage 26 is a storage device for saving data, such as a flash memory or a HDD (Hard Disc Drive). The processor 29 is hardware for executing an instruction set described in a program, and is composed of an arithmetic unit, a register, a peripheral circuit, etc.

[0020] <1.1 Configuration of the terminal device 10> FIG. 2 is a block diagram showing a functional configuration of a terminal device 10 constituting the task management system 1. As shown in FIG. 2, the terminal device 10 includes a plurality of antennas (antenna 111, antenna 112), wireless communication units (first wireless communication unit 121, second wireless communication unit 122) corresponding to the respective antennas, an operation reception unit 130 (including a keyboard 131 and a mouse 132), a voice processing unit 140, a microphone 141, a speaker 142, a display 150, a storage unit 160, and a control unit 170. The terminal device 10 also has functions and configurations (e.g., a battery for storing power, a power supply circuit for controlling the supply of power from the battery to each circuit, etc.) that are not particularly shown in FIG. 2. As shown in FIG. 2, each block included in the terminal device 10 is electrically connected by a bus or the like. The terminal device 10 shown in FIG. 2 will be described as a mobile terminal such as a tablet or a smartphone compatible with a mobile communication system, but may be a stationary PC (Personal Computer) or a laptop PC.

[0021] The antenna 111 emits a signal generated by the terminal device 10 as a radio wave. The antenna 111 also receives a radio wave from space and provides the received signal to the first wireless communication unit 121.

[0022] The antenna 112 radiates a signal generated by the terminal device 10 as a radio wave. The antenna 112 also receives the radio wave from space and provides the received signal to the second radio communication unit 122.

[0023] The first wireless communication unit 121 performs modulation / demodulation processing and the like for transmitting and receiving signals via the antenna 111 so that the terminal device 10 can communicate with other wireless devices. The second wireless communication unit 122 performs modulation / demodulation processing and the like for transmitting and receiving signals via the antenna 112 so that the terminal device 10 can communicate with other wireless devices. The first wireless communication unit 121 and the second wireless communication unit 122 are communication modules including a tuner, a Received Signal Strength Indicator (RSSI) calculation circuit, a Cyclic Redundancy Check (CRC) calculation circuit, a high-frequency circuit, and the like. The first wireless communication unit 121 and the second wireless communication unit 122 perform modulation / demodulation and frequency conversion of wireless signals transmitted and received by the terminal device 10, and provide the received signals to the control unit 170.

[0024] The operation reception unit 130 has a mechanism for receiving input operations from a user. Specifically, the operation reception unit 130 includes a keyboard 131 and a mouse 132. Note that the operation reception unit 130 may be configured as a touch screen that detects the user's contact position on the touch panel, for example, by using a capacitive touch panel.

[0025] The keyboard 131 accepts input operations by the user of the terminal device 10. The keyboard 131 is a device for inputting characters, and outputs input character information to the control unit 170 as an input signal.

[0026] The mouse 132 accepts input operations by the user of the terminal device 10. The mouse 132 is a pointing device for selecting an object displayed on the display 150, and outputs position information of an object selected on the screen and information indicating that a button has been pressed to the control unit 170 as input signals.

[0027] The audio processing unit 140 modulates and demodulates an audio signal. The audio processing unit 140 modulates a signal provided from the microphone 141 and provides the modulated signal to the control unit 170. The audio processing unit 140 also provides the audio signal to the speaker 142. The audio processing unit 140 is realized, for example, by a processor for audio processing. The microphone 141 accepts audio input and provides an audio signal corresponding to the audio input to the audio processing unit 140. The speaker 142 converts the audio signal provided from the audio processing unit 140 into audio and outputs the audio to the outside of the terminal device 10.

[0028] Display 150 displays data such as images, videos, and text under the control of control unit 170. Display 150 is realized by, for example, an LCD (Liquid Crystal Display) or an organic EL (Electro-Luminescence) display.

[0029] Storage unit 160 is configured with memory 15, such as a flash memory, and storage unit 16, and stores data and programs used by terminal device 10. In one aspect, storage unit 160 stores user information 161.

[0030] The user information 161 is information about a user who uses the terminal device 10 to perform a task related to a business managed by the task management system 1. The user information includes information for identifying the user (user ID), the name or title of the business operator or person in charge, and the like.

[0031] The control unit 170 is constituted by, for example, the processor 19, and controls the operation of the terminal device 10 by reading a program stored in the storage unit 160 and executing instructions included in the program. The control unit 170 fulfills the functions of an input operation receiving unit 171, a transmission / reception unit 172, a notification control unit 173, and a data processing unit 174 by operating in accordance with a program (not shown) that is an application that is stored in advance in the storage unit 160 of the terminal device 10 and installed, for example.

[0032] The input operation receiving unit 171 performs processing for receiving input operations by a user via an input device such as the keyboard 131 .

[0033] The transmission / reception unit 172 performs processing for the terminal device 10 to transmit and receive data to and from an external device such as the server 20 in accordance with a communication protocol.

[0034] The notification control unit 173 performs a process of presenting information to the user. The notification control unit 173 performs a process of causing the display 150 to display a display image, a process of causing the speaker 142 to output a sound, and the like.

[0035] The data processing unit 174 performs calculations on the data that the terminal device 10 accepts as input in accordance with a program, and outputs the calculation results to a memory or the like.

[0036] <1.2 Functional configuration of server 20> 3 is a block diagram showing the functional configuration of the server 20 constituting the task management system 1. As shown in FIG. 3, the server 20 exerts the functions of a communication unit 201, a storage unit 202, and a control unit 203.

[0037] The communication unit 201 performs processing for the server 20 to communicate with external devices.

[0038] The storage unit 202 is composed of, for example, a memory 25 and a storage 26, and stores data and programs used by the server 20. The storage unit 202 stores an order database 2021, a handling condition database 2022, a task database 2023, and the like.

[0039] The order database 2021 stores information on orders received from other businesses in the task management system 1. The data structure of the order database 2021 will be described in detail later.

[0040] The handling condition database 2022 stores information on conditions for determining a person in charge of a received order (corresponding to "second information" in the claims). The data structure of the handling condition database 2022 will be described in detail later.

[0041] The task database 2023 stores information on tasks (task information) that are generated for received orders. The data structure of the task database 2023 will be described in detail later.

[0042] The control unit 203 performs functions shown in various modules, such as a reception control module 2031, a transmission control module 2032, an order reception module 2033, an order consolidation module 2034, a person in charge determination module 2035, and a task generation module 2036, by the processor 29 of the server 20 performing processing according to a program.

[0043] The reception control module 2031 controls the process in which the server 20 receives a signal from an external device in accordance with a communication protocol.

[0044] The transmission control module 2032 controls the process in which the server 20 transmits signals to external devices in accordance with a communication protocol.

[0045] The order receiving module 2033 controls the process of receiving orders from other businesses regarding transactions. Specifically, the order receiving module 2033 receives orders by a plurality of means, such as email or fax. When receiving an order by fax, electronic data may be generated based on the received data. The information regarding the transaction received by the order receiving module 2033 includes, for example, information regarding the parties involved in the transaction, such as the orderer, the orderer, the purchaser, information regarding the contents of the case, delivery date, amount, etc., and may include information regarding the deliverables and deliverables when the deliverables and deliverables are manageable as electronic information, such as reports and design documents. The parties involved in the transaction may be either corporations or individuals, as long as they are parties involved in the transaction, such as the orderer, the orderer, the purchaser, etc.

[0046] The order receiving module 2033 may receive information related to a transaction, including information on the deadlines for each step in the transaction, specifically, steps such as quotation, ordering, ordering, delivery, and billing. The deadlines for steps may be input by the user. For example, if a specific step needs to be completed earlier than the normal deadline, the module may be configured to receive input of the deadline for that step from the user and reflect it in the task information described below.

[0047] The order consolidation module 2034 controls the process of consolidating orders received by the order receiving module 2033. Specifically, the order consolidation module 2034 generates records in the order database 2021 based on the orders received by the order receiving module 2033. In this way, the order consolidation module 2034 consolidates order information received by various means in the order database 2021, thereby enabling centralized management of orders.

[0048] The person in charge determination module 2035 determines a person in charge for the order information aggregated in the order database 2021. Specifically, the person in charge determination module 2035 determines a person in charge for an order based on information for determining a person in charge of an order, which is first information received from a user or second information for determining a person in charge stored in the person in charge condition database 2022 of the storage unit 202. Details of the processing of the person in charge determination module 2035 will be described later.

[0049] The task generation module 2036 generates a task to be performed by the person in charge for the order information for which the person in charge has been determined. As an example, the task generation module 2036 may generate a draft of a document required for the task when generating the task. The details of the process of the task generation module 2036 will be described later.

[0050] <2 Data Structure> Fig. 4 is a diagram showing an example of the data structure of the order database 2021 stored by the server 20. Fig. 5 is a diagram showing an example of the data structure of the assignment condition database 2022 stored by the server 20. Fig. 6 is a diagram showing an example of the data structure of the task database 2023 stored by the server 20.

[0051] As shown in FIG. 4, each record in the order database 2021 includes an item "order ID", an item "orderer", an item "date", an item "time", an item "details", and the like.

[0052] The item “order ID” is information for uniquely identifying order information and functions as the primary key of the order database 2021.

[0053] The item "orderer" is information about the orderer who placed the order for the order information. Specifically, the item "orderer" may store the name of a corporation or individual of another business such as a business partner.

[0054] The item "Date" is information about the date on which the order information was received.

[0055] The item "time" is information about the time when the order information was received.

[0056] The item "Details" is information about details regarding the order information. Specifically, the item "Details" may store information such as the product (or service) requested in the order information, the quantity, the price, and the delivery date.

[0057] After the order receiving module 2033 receives order information, the records in the order database 2021 are generated by the order aggregating module 2034. The flow of this process will be described in detail later.

[0058] As shown in FIG. 5, each record of the handling condition database 2022 includes an item "condition ID", an item "condition content", an item "person in charge", and the like.

[0059] The item “condition ID” is information for uniquely identifying a handling condition, and functions as a primary key of the handling condition database 2022 .

[0060] The item "condition content" is information about the conditions for determining the person in charge of handling the accepted order. As an example, the item "condition content" may include the items "orderer" and "amount".

[0061] The item "orderer" is information about the orderer who placed the order information. The item "amount" is information about the order amount in the order information. The items "orderer" and "amount" may be judgment items as a logical sum such that a condition is met when the order information satisfies either one, or as a logical product such that a condition is met when the order information satisfies both.

[0062] The item "person in charge" is information about a person in charge when the order information satisfies the condition items.

[0063] Records in the responsibility condition database 2022 may be added or changed as appropriate by a user who uses the task management system 1. The process of adding records to the responsibility condition database 2022 will be described in detail later.

[0064] As shown in FIG. 6, each record in the task database 2023 includes an item "task ID", an item "order ID", an item "person in charge", an item "content", an item "draft", an item "status", and the like.

[0065] The item “task ID” is information for uniquely identifying task information, and functions as a primary key of the task database 2023 .

[0066] The item "order ID" is information for identifying the order linked to the task, and the item "order ID" of the order database 2021 functions as a foreign key.

[0067] The item "person in charge" is information about the person in charge of the task.

[0068] The item "content" is information about the content of the task.

[0069] The item "Draft" is information (draft information) about the draft of the document created in the task. Specific examples of documents created in the task include estimates, delivery notes, invoices, etc., but are not limited to these examples.

[0070] The item "status" is information about the status of the task, and is set appropriately according to the progress of the task.

[0071] In the records of the task database 2023, draft information is stored for each person in charge of a task. With this specification, each person in charge can create the necessary documents using a draft that he or she is familiar with. Note that the records of the task database 2023 may be added when a task generation process (S400) described later is executed.

[0072] <3 operations> Hereinafter, the processing by the task management system 1 in the first embodiment will be described with reference to FIGS.

[0073] 7 is a diagram showing the first half of the process in the task management system. In step S110, the order receiving module 2033 of the server 20 receives information related to the order received by the reception control module 2031. In step S120, the order consolidation module 2034 of the server 20 generates a record in the order database 2021 and stores the received information related to the order in the storage unit 202.

[0074] In step S130, the transmission control module 2032 of the server 20 transmits the order information to the terminal device 10. In step S210, the transmitting / receiving unit 172 of the terminal device 10 receives the order information.

[0075] In step S220, the notification control unit 173 of the terminal device 10 displays the order information on the display 150 to notify the user. In step S230, the input operation receiving unit 171 receives from the user first information about a person in charge of the order information (hereinafter also referred to as person in charge information). The user may check the order information and input information about a person who the user thinks is suitable as the first information, or may leave the first information uninputted and determine the person in charge in a subsequent process.

[0076] In step S240, the transmitting / receiving unit 172 of the terminal device 10 transmits the person in charge information to the server 20. In step S140, the reception control module of the server 20 receives the person in charge information. In step S300, the person in charge determination module 2035 of the server 20 executes a person in charge determination process.

[0077] 8 is a flowchart showing an example of the process flow of the person in charge determination process (S300). In step S310, the person in charge determination module 2035 judges whether or not a person in charge has been input in the first information received from the terminal device 10. If a person in charge has been input (Yes in S310), step S320 is executed. On the other hand, if a person in charge has not been input (No in S310), step S330 is executed.

[0078] In step S320, the person in charge determination module 2035 determines the person in charge in the order information to be the person in charge based on the information on the person in the first information, thereby completing the person in charge determination process (S300).

[0079] In step S330, the in-charge determination module 2035 refers to the in-charge condition database 2022 to determine whether the current order information corresponds to the item "orderer" in the item "condition content" (i.e., whether the orderer condition is satisfied). If the orderer condition is satisfied (Yes in S330), step S360 is executed. On the other hand, if the orderer condition is not satisfied (No in S330), step S340 is executed.

[0080] In step S340, the handling determination module 2035 refers to the handling condition database 2022 and determines whether the current order information corresponds to the item "amount" in the item "condition content" (i.e., whether the amount condition is met). If the amount condition is met (Yes in S340), step S360 is executed. On the other hand, if the amount condition is not met (No in S340), step S350 is executed.

[0081] In step S350, the person in charge determination module 2035 performs processing when the order information does not meet the conditions for the person in charge stored in the person in charge condition database 2022. For example, the person in charge determination module 2035 may randomly determine the person in charge of the order information from among the persons registered in advance. The person in charge determination module 2035 may also calculate the number of order information items each person is in charge of, and determine the person in charge of the fewest number of items as the person in charge of the order information. This ends the person in charge determination process (S300).

[0082] In step S360, the person in charge determination module 2035 sets a person in charge associated with the condition that the order information meets. Specifically, the person in charge determination module 2035 refers to the condition in charge database 2022 and determines the item "person in charge" of the record that corresponds to the purchaser condition or amount condition that the order information meets as the person in charge of the order information. This ends the person in charge determination process (S300).

[0083] In this embodiment, as described above, the handling condition database 2022 has the item "client" and the item "amount" as the item "condition content", and the judgment process (S330 and S340) based on the items is performed sequentially, but is not limited to this example. For example, the judgment process based on the item "client" and the item "amount" may be performed separately, and if both judgment processes are satisfied, it may be determined that the condition item is satisfied.

[0084] 9 is a diagram showing the latter half of the process in the task management system. When the person in charge determination process (S300) ends, in step S400, the task generation module 2036 of the server 20 executes a task generation process.

[0085] 10 is a flowchart showing an example of the process flow of the task generation process (S400). In step S410, the task generation module 2036 generates a task for the order information determined by the person in charge. Specifically, the task generation module 2036 adds records corresponding to one or more tasks to be performed for the order information to the task database 2023.

[0086] In step S420, the task generation module 2036 generates draft information of a document required for the generated task. The task generation module 2036 stores the generated draft information in the item "Draft" of the corresponding record in the task database 2023. This ends the task generation process (S400).

[0087] 9, when the task generation process (S400) ends, in step S150, the transmission control module 2032 of the server 20 transmits the generated task information to the terminal device 10. In step S240, the transmitting / receiving unit 172 of the terminal device 10 receives the task information from the server 20. In step S250, the notification control unit 173 of the terminal device 10 displays the task information on the display 150 to notify the user.

[0088] <4 Screen example> The person in charge rule setting screen 500 will be described with reference to Fig. 11. In the person in charge rule setting screen 500, conditions (person in charge rules) for determining a person in charge of order information can be set. As shown in Fig. 11, the person in charge rule setting screen 500 includes an orderer condition setting area 510, a monetary amount condition setting area 520, a person in charge setting area 530, and a registration icon 540.

[0089] The purchaser condition setting area 510 includes a purchaser condition input field 510a. The user may input information of a specific purchaser into the purchaser condition input field 510a. Alternatively, if no purchaser conditions are set, the user does not need to input purchaser information into the purchaser condition input field 510a.

[0090] The monetary condition setting area 520 includes a monetary condition selection list 520a and an amount input field 520b. As an example, the monetary condition selection list 520a may be configured in a pull-down format, and when the user presses the pull-down icon 520c, multiple options for monetary conditions may be displayed. The options include, but are not limited to, "greater than the following amount," "equal to the following amount," and "less than the following amount." The user may input information about a predetermined amount in the amount input field 520b. Alternatively, if no monetary condition is set, there is no need to input monetary information in the amount input field 520b.

[0091] The person in charge setting area 530 includes a person in charge input field 530a. The user may input information about a person in charge who is in charge of order information that satisfies the purchaser conditions input in the purchaser condition setting area 510 and / or the amount conditions input in the amount condition setting area 520, in the person in charge input field 530a.

[0092] The registration icon 540 is an icon for registering information (hereinafter, referred to as setting information) set in the purchaser condition setting area 510, the amount condition setting area 520, and the person in charge setting area 530. When the user presses the registration icon 540, a record corresponding to the contents of the setting information is added to the handling condition database 2022.

[0093] <Summary> As described above, in this embodiment, the task management system 1 executes the steps of: acquiring order information about orders from other businesses (S110); presenting the acquired order information to a user and accepting from the user input of first information for determining a person in charge of the order (S230); determining a person in charge of the order based on the first information or second information for determining a person in charge that is pre-stored in memory (S300); generating task information about a task to be performed by the determined person in charge in relation to the order (S410); and generating draft information of a document to be generated in the task by linking it to the task information (S420).

[0094] With this configuration, order information for products etc. is imported, drafts of various formats such as quotations are generated as business data, a person in charge is assigned according to the automatic branching rules of the business flow, and tasks for that person are automatically generated, thereby reducing the risk of missing tasks.

[0095] <Other embodiments> Although the embodiment of the present invention and its modified examples have been described above, the application of the present disclosure is not limited to the above. For example, in the above embodiment, the item "condition content" of the responsible condition database has two conditions, the item "client" and the item "amount", but is not limited to this example. In other words, the item "condition content" may have one or three or more conditions, and the specific conditions may be appropriately set by the user.

[0096] The terminal device 10 may be a tablet terminal, a mobile terminal such as a smartphone, or may be realized by a desktop PC, a laptop PC, etc. In this case, the terminal device 10 may be realized by installing software on a home PC or the like, and may be configured to accept operations of a mouse or the like.

[0097] In addition, sharing of specific information via communication lines is mainly performed via a WAN such as the Internet, but between information processing devices, communication may also be performed only via short-range wireless communication such as Bluetooth (registered trademark) and infrared communication without using a WAN.

[0098] In addition, in the above embodiment, an example of a form in which each function is provided by the terminal device 10 or the server 20 is described, but this is not limited to this form, and some or all of the functions may be provided by the terminal device 10, the server 20, or both the terminal device 10 and the server 20 in a form different from the above embodiment.

[0099] In addition, in the above embodiment, each step described as being executed by the terminal device 10 may be executed by the server 20, and each step described as being executed by the server 20 may be executed by the server 20.

[0100] In the above embodiment, a part or all of the database stored in the storage unit 220 of the server 20 may be stored in the terminal device 10. Alternatively, a part or all of the database may be stored in another storage medium such as an external hard disk, and the control unit 230 of the server 20 may refer to it as necessary.

[0101] Furthermore, the present invention may be realized as a program that causes an information processing device to execute the functions of the above-mentioned terminal device 10 or server 20, or as a computer-readable non-transitory recording medium that stores the program.

[0102] Although the disclosed embodiments have been described above, they can be implemented in various other forms and can be implemented with various omissions, substitutions, and modifications. These embodiments and modifications, as well as omissions, substitutions, and modifications, are included in the technical scope of the claims and their equivalents.

[0103] <Additional Notes> The matters described in the above embodiments will be supplemented below.

[0104] (Appendix 1) A program to be executed by a computer having a processor and a memory, the program causing the processor to execute the following steps: acquiring order information about orders from other businesses (S110); presenting the acquired order information to a user and accepting from the user input of first information for determining a person in charge of the order (S230); determining a person in charge of the order based on the first information or second information for determining a person in charge that is pre-stored in the memory (S300); generating task information about a task to be performed by the determined person in charge in relation to the order (S410); and generating draft information of a document to be created in the task by linking it to the task information (S420). (Appendix 2) The program according to claim 1, wherein in the step of determining a person in charge, a person in charge of handling the order is determined based on information regarding the orderer as the second information. (Appendix 3) The program according to claim 1, wherein in the step of determining a person in charge, a person in charge of handling the order is determined based on information, which is conditional on the amount of the order, as the second information. (Appendix 4) The program further causes the processor to receive information from the user for determining a person in charge of the order information and store the information in the memory as second information. (Appendix 5) 2. The program according to claim 1, wherein in the step of acquiring the order information, the order information is accepted and acquired by a plurality of transmitting / receiving means. (Appendix 6) The program according to claim 1, wherein in the step of acquiring the order information, the order information received by the plurality of transmitting / receiving means is aggregated and stored in a memory. (Appendix 7) The program according to claim 1, wherein in the step of generating draft information, draft information is generated for each determined person in charge. (Appendix 8) An information processing device including a control unit and a storage unit, The control unit executes the following steps in the information processing device: acquiring order information about orders from other businesses; presenting the acquired order information to a user and accepting input of first information from the user for determining a person in charge of the order; determining a person in charge of the order based on the first information or second information for determining a person in charge that is pre-registered in the memory; generating task information about a task to be performed by the determined person in charge in relation to the order; and generating draft information of a document to be generated in the task by linking it to the task information. (Appendix 9) A method to be executed by a computer having a processor and a memory, the method causing the processor to execute the following steps: acquiring order information about an order from another business; presenting the acquired order information to a user and accepting from the user input of first information for determining a person in charge of the order; determining a person in charge of the order based on the first information or second information for determining a person in charge that is pre-registered in the memory; generating task information about a task that the determined person in charge will perform in relation to the order; and generating draft information of a document to be created in the task, linked to the task information. [Explanation of symbols]

[0105] 1: task management system, 10: terminal device, 13: input device, 14: output device, 15: memory, 16: storage unit, 19: processor, 20: server, 25: memory, 26: storage, 29: processor, 80: network, 81: wireless base station, 82: wireless LAN router, 111: antenna, 112: antenna, 121: first wireless communication unit, 122: second wireless communication unit, 130: operation reception unit, 131: keyboard, 132: mouse, 140: audio processing unit, 141: microphone, 142: speaker, 150: display, 160: storage unit, 161: user information, 170: control unit, 171: input operation reception unit, 1 72: Transmitter / receiver, 173: Notification control unit, 174: Data processing unit, 201: Communication unit, 202: Memory unit, 203: Control unit, 220: Memory unit, 230: Control unit, 500: Person in charge rule setting screen, 510: Purchaser condition setting area, 520: Amount condition setting area, 530: Person in charge setting area, 540: Registration icon, 2021: Order database, 2022: Person in charge condition database, 2023: Task database, 2031: Receiving control module, 2032: Sending control module, 2033: Order receiving module, 2034: Order aggregation module, 2035: Person in charge determination module, 2036: Task generation module.

Claims

1. A program to be executed by a computer having a processor and a memory, The program causes the processor to: obtaining order information for an order from another business; presenting the acquired order information to a user and receiving input of first information from the user for determining a person in charge of handling the order; determining a person in charge of handling the order based on the first information or second information for determining a person in charge that is stored in advance in the memory; generating task information regarding a task to be performed by the determined person in charge with respect to the order; generating draft information of a document to be generated in the task in association with the task information.

2. In the step of determining the person in charge, 2. The program according to claim 1, further comprising: determining a person in charge of handling the order based on information regarding an orderer as a condition for the second information.

3. In the step of determining the person in charge, 2. The program according to claim 1, further comprising: determining a person to handle the order based on information regarding a price of the order as the second information.

4. The program further causes the processor to:

2. The program according to claim 1, further comprising: receiving information for determining a person in charge of order information from the user, and storing the information in the memory as the second information.

5. In the step to get the order information, 2. The program according to claim 1, wherein the order information is received and acquired by a plurality of transmitting / receiving means.

6. In the step to get the order information, 2. The program according to claim 1, further comprising:accumulating the order information received by the plurality of transmitting / receiving means and storing the information in the memory.

7. The program according to claim 1 , wherein in the step of generating the draft information, the draft information is generated for each of the determined persons in charge.

8. An information processing device including a control unit and a storage unit, The control unit is obtaining order information for an order from another business; presenting the acquired order information to a user and receiving input of first information from the user for determining a person in charge of handling the order; determining a person in charge of handling the order based on the first information or second information for determining a person in charge that is registered in advance in the storage unit; generating task information regarding a task to be performed by the determined person in charge with respect to the order; and generating draft information of a document to be generated in the task in association with the task information.

9. 1. A method for performing a process on a computer having a processor and a memory, comprising: The method further comprises the processor: obtaining order information for an order from another business; presenting the acquired order information to a user and receiving input of first information from the user for determining a person in charge of handling the order; determining a person in charge of handling the order based on the first information or second information for determining a person in charge that is registered in advance in the memory; generating task information regarding a task to be performed by the determined person in charge with respect to the order; and generating draft information of a document to be generated in the task, linked to the task information.

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