Information processing method, information processing apparatus, and program

Abstract

To improve accuracy of cost distribution processing.SOLUTION: An information processing method performs steps of: setting, by an information processing apparatus, a distribution standard related to distribution ratio of a cost; setting a distribution step of a distribution unit including the distribution standard, a distribution source, and a distribution destination; setting a distribution rule indicating order of distribution by combining a plurality of the distribution steps; acquiring a parameter value specifying the distribution ratio from a storage unit related to the distribution standard included in each distribution step; and performing a cost distribution process based on the distribution rule including the distribution ratio based on the parameter value.SELECTED DRAWING: Figure 9

Description

Technical Field

[0001] The disclosed technology relates to an information processing method, an information processing apparatus, and a program.

Background Art

[0002] In recent years, regarding accounting processing, a system that performs allocation processing for predetermined expenses is known. For example, allocation processing of labor costs (see, for example, Patent Document 1), allocation processing of common expenses for multiple fixed assets (see, for example, Patent Document 2), and processing of registering and managing construction provisional accounts up to N (where N is 3 or more) levels as construction project details (see, for example, Patent Document 3) have been disclosed.

Prior Art Documents

Patent Documents

[0003]

Patent Document 1

Patent Document 2

Patent Document 3

Summary of the Invention

Problems to be Solved by the Invention

[0004] However, regarding the allocation of predetermined expenses in the prior art, once the set allocation ratio is generally continuously used unless there is nothing special, and then the allocation ratio does not reflect the current situation, and there is a problem with the accuracy of the allocation processing in this case.

[0005] Therefore, one of the purposes of the disclosed technology is to improve the accuracy of expense allocation processing.

Means for Solving the Problems

[0006] In one aspect of the disclosure, an information processing method includes: an information processing apparatus setting an allocation criterion regarding an allocation ratio, setting an allocation step of an allocation unit including the allocation criterion, an allocation source, and an allocation destination, setting an allocation rule indicating an allocation order by combining a plurality of the allocation steps, obtaining a parameter value specifying the allocation ratio from a storage unit related to the allocation criterion included in each allocation step, and performing an allocation process of the cost based on the allocation rule including the allocation ratio based on the parameter value.

Advantages of the Invention

[0007] According to the disclosed technology, the accuracy of the cost allocation process can be improved.

Brief Description of the Drawings

[0008]

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Mode for Carrying Out the Invention

[0009] With reference to the accompanying drawings, preferred embodiments of the present disclosure will be described. In each figure, those with the same reference numerals have the same or similar configurations.

[0010] [Embodiment] <System Configuration> FIG. 1 is a diagram showing an example of the configuration of an information processing system 1 according to an embodiment of the disclosure. As shown in FIG. 1, the information processing system 1 includes a server 10 and one or more user terminals 20A, 20B, 20C. Hereinafter, when the user terminals are not distinguished, they are denoted as user terminal 20.

[0011] The server 10 and one or more user terminals 20 can mutually transmit and receive data via a network N. The server 10 may be composed of a plurality of processing devices, and the number of user terminals 20 may be arbitrary. For example, the user terminal 20 is a processing device used by each user belonging to the same or different organizations in their work.

[0012] The information processing system 1 includes, for example, a system that allocates expenses according to a predetermined standard with respect to accounting processing in an organization such as a company. Allocation refers to, for example, a process or method of allocating the incurred expenses to specific aggregation units such as departments or projects. By performing this allocation, it is possible to appropriately grasp the sales, profits, expenses, etc. of the business, and it becomes easier to evaluate the business and make management decisions.

[0013] As a specific example, it is conceivable to allocate the personnel expenses of the management department to each business unit that generates profits. Since the personnel expenses of the management department are indispensable for the operation of the company, there is a possibility that a business unit that was in the black before the allocation may become in the red due to the allocation of head office expenses and common expenses. In this way, the allocation process may play an important role in the business judgment of the entire business unit and the entire company by imposing the costs of the management department on each business unit.

[0014] Regarding the above-described allocation process, the information processing system 1 is subdivided within the range that can be modularized, and by appropriately combining each module, it can be applied to various allocations. In addition, regarding the allocation process, the information processing system 1 can calculate the allocation ratio using the value of the parameter updated in the database by obtaining the parameter used for the allocation ratio from the related database, and can perform the allocation process reflecting the current situation of the organization. Hereinafter, the server 10 and the user terminal 20 provided in the information processing system 1 will be described.

[0015] The server 10 is an information processing device that executes the process of allocating the above-described predetermined expenses. The server 10 is, for example, an information processing device including one or a plurality of processors. In the present embodiment, the allocation process is subdivided into four items: an allocation standard including an allocation ratio, an allocation step including an allocation source, an allocation ratio, and an allocation destination, an allocation rule for combining a plurality of allocation steps, and an execution plan for specifying a plan or result to be allocated and setting an allocation rule for a target period (e.g., year and month).

[0016] As an example, the server 10 acquires a setting request for each item for performing the allocation process from the user terminal 20 used by each user (each employee) belonging to the organization, executes the allocation process by appropriately combining each item, and outputs the detailed data in the application / non-application of the allocation process.

[0017] The user terminal 20 is an information processing device (or processing terminal) that uses the allocation processing service provided by the server 10 (hereinafter also referred to as the present service) to set allocation criteria, allocation steps, allocation rules, or an execution plan, display detailed data regarding the application / non-application of the allocation processing, or display a report regarding the allocation processing. The user terminal 20 is, for example, a personal computer, a tablet terminal, or a mobile terminal such as a smartphone.

[0018] The user terminal 20 may access a website (or web page) provided by the server 10 using a web browser and receive the disclosed present service on this website.

[0019] Also, an application program (app) for using the present service provided by the server 10 may be installed on the user terminal 20. This app causes the user terminal 20 to execute processing related to the disclosed allocation in the present service provided by the server 10. By executing this app, the user terminal 20 accesses the server 10 and transmits and receives information used for the execution of the app.

[0020] <Service Overview> Here, the overview of the disclosed present service will be described. A user (such as an administrator) belonging to an organization performs an allocation process of a predetermined cost for, for example, a unit (department, etc.) included in the organization to which the user belongs. At this time, the user terminal 20 used by the user transmits a request to set or select the above-described allocation criteria, allocation steps, allocation rules, and execution plan to the server 10.

[0021] Server 10 sets the allocation criteria, allocation steps, allocation rules, and execution plan as requested and executes the allocation process according to these. Also, server 10 obtains the values of the parameters used in the allocation criteria from the relevant database. Server 10 outputs the detailed data in the application / non-application of the allocation process or outputs the transition data in the time series of each account item before and after the allocation. Hereinafter, each configuration etc. of the information processing system 1 that enables the above-described present service will be described in detail.

[0022] <Configuration of Server> FIG. 2 is a block diagram showing an example of server 10 according to an embodiment of the disclosure. Server 10 includes one or more processors (e.g., CPUs) 110, one or more network communication interfaces 120, a storage device (storage unit) 130, and one or more communication buses 170 for interconnecting these components.

[0023] Server 10 may optionally include a user interface 150, and examples of this include a display and an input device (keyboard and / or mouse, or some other pointing device, etc.).

[0024] The storage device 130 is, for example, a high-speed random access memory (main storage device) such as DRAM, SRAM, or other random access solid-state storage devices. Also, the storage device 130 may be a non-volatile memory (auxiliary storage device) such as one or more magnetic disk storage devices, optical disk storage devices, flash memory devices, or other non-volatile solid-state storage devices. Further, the storage device 130 may be a computer-readable non-transitory recording medium storing programs etc. Also, the storage device 130 may be either a main storage device (memory) or an auxiliary storage device (storage), or may include both.

[0025] The storage device 130 stores data, programs, etc. used by the information processing system 1. For example, the storage device 130 stores user information of each user belonging to the organization, personnel information of the organization, allocation information regarding allocation, accounting information of the organization, etc. Note that the personnel information will be described later with reference to FIG. 4, and the allocation information regarding allocation will be described later with reference to FIGS. 5 to 7.

[0026] As another example of the storage device 130, one or more storage devices installed remotely from the processor 110 may be used. In a certain embodiment, the storage device 130 stores a program, module, and data structure executed by the processor 110, or a subset thereof.

[0027] By executing the program stored in the storage device 130, the processor 110 constitutes, for example, a service control unit 112, a setting unit 113, an acquisition unit 114, an allocation processing unit 115, an output unit 116, and a creation unit 117.

[0028] The service control unit 112 controls the disclosed main service. For example, the service control unit 112 acquires a setting request regarding allocation processing from each user, controls the allocation of costs based on the set allocation processing, and controls the generation of detailed data including data after the allocation processing of each accounting item regarding accounting processing. Also, the service control unit 112 has a setting unit 113, an acquisition unit 114, an allocation processing unit 115, an output unit 116, and a creation unit 117 in order to control the execution of the disclosed main service.

[0029] 《Allocation Criteria》 The setting unit 113 sets allocation criteria regarding the allocation ratio of costs. For example, when the setting unit 113 receives a setting request regarding allocation criteria from the user terminal 20, the setting unit 113 sets each setting information regarding the allocation criteria included in the setting request as the allocation criteria. For example, each setting information of the allocation criteria includes an allocation ratio, a target period, and a target organization.

[0030] For example, the setting unit 113 may set the allocation ratio based on the number of personnel or labor costs by department. Further, the parameters serving as the basis for the allocation ratio may be non-financial data such as the sales or profit financial data of each department, the usable area of the office of each department, the number of contract awardees, the number of business negotiation awardees, the number of customers, the size of the target area, the number / sales amount of products / services handled, the number of projects / undertakings in charge, and the man-hours. Note that the above-described financial data and non-financial data can be acquired from the database (storage unit) managed by the information processing system 1.

[0031] In addition, the setting unit 113 may receive from the user terminal 20 the target period or organization (e.g., department) to which the user wishes to apply the allocation criteria, and set the received target period and / or organization as the allocation criteria. The target period and / or department for which the allocation criteria are to be applied can be changed later even if they are set once. Further, when the user belonging to the allocation target department includes a concurrent worker, the costs for this concurrent worker may be allocated in proportion to the primary or concurrent ratio.

[0032] 《Allocation Step》 The setting unit 113 sets the allocation step that is the unit of allocation. For example, when the setting unit 113 receives a setting request regarding the allocation step from the user terminal 20, it sets each setting information regarding the allocation step included in the setting request as the allocation step. Each setting information of the allocation step may include the above-described allocation criteria, the source of allocation, and the destination of allocation.

[0033] For example, the setting unit 113 sets the allocation step of the allocation unit including the above-described allocation criteria, the source of allocation, and the destination of allocation. The setting unit 113 may set the allocation criteria, the source department of allocation, the source item of allocation, the destination department of allocation, and the destination item of allocation, which are the minimum units of allocation. Further, the setting unit 113 may set a plurality of allocation steps in order to perform multiple or multi-stage allocations.

[0034] 《Allocation Rule》 The setting unit 113 sets a distribution rule that enables multi-stage distribution. For example, when the setting unit 113 receives a setting request regarding the distribution rule from the user terminal 20, it sets each piece of setting information regarding the distribution rule included in the setting request in the distribution rule. Each piece of setting information of the distribution rule may include a plurality of distribution steps and order information for each distribution step.

[0035] For example, the setting unit 113 sets a distribution rule indicating the order of distribution by combining a plurality of distribution steps. The setting unit 113 may set a distribution rule by combining a plurality of distribution steps and set multi-stage distribution steps. For each distribution rule, the distribution process is executed in the order of each distribution step arranged in order within the distribution rule. In this way, in the multi-stage distribution rule, order information is set for each distribution step within the distribution rule.

[0036] Also, the setting unit 113 may make it possible to change the order of each distribution step for the multi-stage distribution steps by drag-and-drop, and may also make it possible to delete or add distribution steps within one distribution rule. Further, the setting unit 113 may set a single-stage distribution step as the distribution rule.

[0037] Note that when the order of the distribution steps is set, the setting unit 113 may determine whether a predetermined condition regarding an inappropriate combination is satisfied. For example, the setting unit 113 allows distribution in the case of an order from a distribution step with a large granularity (e.g., the head office of sales) to a distribution step with a small granularity (e.g., the sales section), but disallows distribution from a distribution step with a small granularity to a distribution step with a large granularity. Also, the setting unit 113 may determine that it is an inappropriate combination when there is no matching organization between the distribution destination by the previous distribution step and the distribution source of the subsequent distribution step. When the predetermined condition regarding the impossible combination is satisfied, the setting unit 113 may notify a warning to the user who attempts to make an inappropriate combination.

[0038] Through the above processing, it becomes possible to notify an administrator or the like who attempts to perform multi-stage allocation that the combination is inappropriate in the case of an inappropriate combination. Regarding the predetermined conditions for an inappropriate combination, it may be separated as to whether the combination itself is impossible or the combination is possible but inappropriate. For example, the combination regarding the size of the above-described granularity is impossible, but the difference between the allocation destination of the previous allocation step and the allocation source of the subsequent allocation step may be regarded as an inappropriate combination. When the combination is inappropriate, the setting unit 113 may set it as multi-stage allocation if the user permits the continuation of the combination. Thereby, while notifying the user of a certain warning, it is possible to promote the user to perform the allocation process with arbitrary settings.

[0039] In addition, the setting unit 113 may generate a virtual organization for allocation that does not exist in the actual organization. The virtual organization may be used to hold a predetermined cost collectively once. For example, when only an organization can be set as an allocation criterion, a subject cannot be set as an allocation criterion. Therefore, it may be possible to allocate utility bills to the virtual organization and allocate them from the virtual organization to the first subject of the virtual organization and the second subject of the virtual organization. Note that by making it possible to set a subject as an allocation criterion, the above problem can be solved, so it is preferable to make it possible to set a subject as an allocation criterion.

[0040] The acquisition unit 114 acquires a parameter value for specifying an allocation ratio from a database (storage unit) related to the allocation criterion included in each allocation step. For example, if the allocation ratio included in the allocation criterion is a ratio based on labor costs or the number of personnel, the acquisition unit 114 acquires the number of personnel or labor costs of the allocation destination included in the allocation criterion from a personnel database capable of acquiring the number of personnel and labor costs for each organization. When sales or profit is the criterion for the allocation ratio, the acquisition unit 114 acquires sales or profit from the financial database.

[0041] In addition, the allocation ratio included in the allocation criteria is obtained from a database (e.g., organizational database, etc.) that can acquire non-financial data such as the usable floor area of the offices of each department, the number of contract awardees, the number of negotiation awardees, the number of customers, the size of the target area, the number of products / services handled / sales amount, the number of projects / businesses in charge, and man-hours.

[0042] The allocation processing unit 115 performs allocation processing of expenses based on an allocation rule including an allocation ratio based on the parameter values acquired by the acquisition unit 114. For example, the allocation processing unit 115 allocates a predetermined expense for each allocation rule in the order of the allocation steps included in the allocation rule, and allocates the predetermined expense from the allocation source to the allocation destination at the allocation ratio of the allocation criteria. The predetermined expense includes, for example, expenses such as labor costs, utility bills, or water charges.

[0043] As a specific example, when the allocation processing unit 115 allocates labor costs, it allocates the labor costs to each department using an allocation ratio corresponding to the number of personnel in each department of the allocation destination, or when allocating utility bills, it allocates the utility bills to each department using an allocation ratio corresponding to the sales of each department of the allocation destination.

[0044] The output unit 116 outputs the detailed data in the accounting process for which the allocation processing has been executed by the allocation processing unit 115. For example, the output unit 116 may output the detailed data to the user terminal 20 used by the user who instructed the execution of the allocation processing.

[0045] Through the above processing, when allocating a predetermined expense, by obtaining the values of the parameters used in the allocation ratio from the database and using the allocation ratio based on the parameter values stored in the database and updated to reflect the current situation of the organization, it becomes possible to improve the accuracy of the allocation processing.

[0046] 《Execution Plan》 The setting unit 113 sets an execution plan such as which allocation rule to apply at which time. For example, when the setting unit 113 receives a setting request regarding the execution plan from the user terminal 20, it sets each setting information regarding the execution plan included in the setting request in the execution plan. Each setting information of the execution plan may include the plan or result to be allocated, the time period, and the allocation rule.

[0047] For example, the setting unit 113 may set an execution plan including the time when the allocation rule is to be executed. The setting unit 113 may accept a designation of a future plan and a past result for the allocation rule and set which one to execute. Also, the setting unit 113 may set which allocation rule to execute in which year and month. In this embodiment, since the designation of the year and month is possible, the allocation process can be applied with a fine granularity.

[0048] In this case, the acquisition unit 114 may include acquiring, from the relevant database, the parameter value corresponding to the time period included in the execution plan set by the setting unit 113. For example, when the setting unit 113 sets the actual result value for September 2023, the acquisition unit 114 may acquire the number of personnel in the allocated department in September 2023 from the personnel database and acquire the actual result value of the allocated destination in September 2023 from the financial database. The allocation processing unit 115 executes the allocation process using the parameter value acquired by the acquisition unit 114. Also, predicted values for each future time period may be input to each parameter in the database.

[0049] By performing the above processing and allocating using the allocation ratio based on the value reflecting the situation of the organization at the allocation time, it becomes possible to improve the accuracy of the allocation process at the time desired by the user. Also, even if the allocation time is changed appropriately, the parameter value at that time can be acquired from the database, and it becomes possible to execute an appropriate allocation process at the allocation time.

[0050] Also, as described above, the setting unit 113 may include, as an allocation step, setting the allocation source organization and / or the allocation source item for the allocation source, or setting the allocation destination organization and / or the allocation destination item for the allocation destination. For example, the setting unit 113 may set each department as the allocation source organization or the allocation destination organization, or may set utility costs or labor costs as the allocation source item or the allocation destination item.

[0051] Through the above processing, it becomes possible to create various allocation steps desired by the user, and by using this service, it becomes possible to improve the convenience of the user.

[0052] Also, the setting unit 113 may include swapping, adding, or deleting allocation steps when setting the allocation rule. For example, even for an allocation rule that has been set once, the setting unit 113 may appropriately perform editing such as editing, swapping, adding, or deleting as appropriate.

[0053] Through the above processing, since the allocation steps within the allocation rule can be appropriately edited, it becomes possible to allow the user to create an allocation rule desired by the user and improve the convenience of the user.

[0054] The creation unit 117 creates detailed data in the accounting process to which the allocation process is applied by the allocation processing unit 115. For example, the creation unit 117 creates detailed data after a predetermined cost is allocated to each department by the allocation processing unit 115. The detailed data may show the accounting items on the vertical axis and the time series of the years and months of the target period on the horizontal axis.

[0055] Through the above processing, by outputting the detailed data after the allocation process, it becomes easier for managers and the like to make management judgments and decisions.

[0056] Further, when creating the detailed data, the creation unit 117 may be able to switch whether or not to apply the allocation process. For example, the creation unit 117 obtains a selection instruction from the user terminal 20 such as an administrator on whether to apply or not apply the allocation process. When applying, the detailed data as described above is created, and when not applying, the previous detailed data is output to the user terminal 20.

[0057] Through the above processing, it becomes possible to compare the detailed data with or without the application of the allocation process, and it becomes easier to evaluate the business and make management decisions.

[0058] In addition, when setting the allocation criteria, the setting unit 113 may include setting the target period and target organization for the allocation. For example, the setting unit 113 may receive the setting of the target period from the calendar function or receive the selection of the target organization (e.g., Sales Headquarters, etc.) for the allocation from the organization chart on the allocation criteria setting screen. Note that the setting unit 113 may receive the setting of the accounting item instead of the target organization when setting the allocation criteria. Thereby, instead of allocating to a department, for example, it becomes possible to allocate utility bills to the accounting items for water and utility bills.

[0059] Through the above processing, it becomes possible to set the allocation criteria in detail. In addition, the setting unit 113 may obtain each data such as the allocation ratio, target period, target organization, or target item set for the allocation criteria from the data uploaded from the user terminal 20.

[0060] In addition, the allocation processing unit 115 may include performing an allocation process for the period within the set target period, the source and destination of the allocation belonging to the target organization. For example, the allocation processing unit 115 may receive the designation of the year and month within the set target period, and in the received year and month, perform a process of allocating a predetermined cost (e.g., utility bills, etc.) from the source of the allocation (Sales Headquarters) to the destinations of the allocation (Sales Division 1 and Sales Division 2).

[0061] Through the above processing, since the allocation process is executed by specifying the year and month, it becomes possible to perform an allocation process with a fine granularity and high accuracy.

[0062] Further, the output unit 116 may include outputting history data of the allocation process for the allocation source, allocation criteria, and allocation destination included in the specified allocation rule by specifying the allocation rule. For example, after the execution of the allocation process by the allocation processing unit 115, the service control unit 111 may receive a specification of an allocation rule from the user terminal 20, and output, via the output unit 116, screen information for confirming how a predetermined cost is allocated from the allocation source to the allocation destination based on the specified allocation criteria or allocation ratio for the specified allocation rule.

[0063] Through the above processing, after the allocation process is executed, an administrator or the like can grasp how the predetermined cost is allocated in each allocation step.

[0064] <Configuration of User Terminal> FIG. 3 is a diagram showing an example of a user terminal 20 according to an embodiment of the disclosure. The user terminal 20 includes one or more processors (e.g., CPU) 210, one or more network communication interfaces 220, a storage device (storage unit) 230, a user interface 250, and one or more communication buses 270 for interconnecting these components.

[0065] The user interface 250 includes a display 251 and an input device (keyboard and / or mouse, or some other pointing device, etc.) 252.

[0066] The storage device 230 is a high-speed random access memory (main storage device), such as a DRAM, SRAM, or other random access solid-state storage device, for example. Also, the storage device 230 may be a non-volatile memory (auxiliary storage device), such as one or more magnetic disk storage devices, optical disk storage devices, flash memory devices, or other non-volatile solid-state storage devices. Further, the storage device 230 may be a computer-readable non-transitory recording medium. Also, the storage device 230 may be either the main storage device (memory) or the auxiliary storage device (storage), or may include both.

[0067] The storage device 230 stores data and programs used by the information processing system 1. For example, the storage device 230 stores application programs for the user terminal 20 in the information processing system 1, and the like.

[0068] The processor 210 executes the programs stored in the storage device 230 to configure the client application 212. The client application 212 includes, for example, a web browser, a mail application, and the like. The web browser enables browsing of web pages provided by the server 10. Also, by executing the installed application for the user terminal, it becomes possible to browse the web pages where the above-described services are provided. The client application 212 has a communication control unit 213, a display control unit 214, and an operation control unit 215 in order to receive service provision.

[0069] The communication control unit 213 acquires each screen information, such as each setting screen related to the allocation process transmitted from the server 10, the history screen of the allocation steps, and the display screen of the detailed data. Also, the communication control unit 213 outputs setting information related to the allocation set using each screen, a predetermined request, and the like to the server 10.

[0070] The display control unit 214 controls the display on the display 251 of each setting screen related to the allocation process (for example, the allocation rule setting screen is shown in FIG. 11), the history screen of the allocation steps (for example, FIG. 12), and the display screen of the detailed data (for example, FIG. 13) based on each screen information acquired by the communication control unit 213. Each screen will be described later.

[0071] The operation control unit 215 receives each setting information of the allocation criteria, allocation steps, allocation rules, and execution plan in response to user operations on each setting screen displayed on the display 251, and controls the transmission of each setting request for the received setting information to the server 10 via the communication control unit 213. Further, the operation control unit 215 processes to transmit the user's operation information to the server 10 via the communication control unit 213 in response to user operations on the history screen of the allocation steps and the display screen of the detailed data.

[0072] <Examples of each data> Next, examples of each information stored in the storage device 230 of the server 10 will be described with reference to FIGS. 4 to 8. All the information shown in FIGS. 4 to 8 may be stored in the same storage device 230, or may be distributed and stored in a plurality of storage devices 230 capable of data communication with the server 10.

[0073] FIG. 4 is a diagram showing an example of personnel information according to an embodiment. The personnel information shown in FIG. 4 includes each information such as the user name, department, position, employment category, grade, status, etc. in association with the user ID (or personnel code). The "user ID" includes information for identifying the user.

[0074] The "user name" includes the name of an employee belonging to the organization. The "department" includes the department name of the organization to which the user belongs. The "position" includes the position of the user and includes information such as department head and section chief. The "employment category" includes information related to the employment form such as regular employee and business commission. The "grade" includes a value indicating the grade of the employee set within the company, and the "status" includes the situation related to the labor of the employee such as retirement and leave of absence.

[0075] The user is assigned with individual identification information (user ID), and the following data is associated with it. · Name, address, date of birth, date of joining the company, employment form, salary, monthly overtime pay, job type, job title, grade, affiliated corporation, affiliated organization, etc., part-time work information (ratio of main job to part-time job destination, etc.)

[0076] In addition, the items included in the personnel information may be stored in association with each department, each employment form, each job title, each grade, and each job type. This enables analysis and performance output for each category. Also, these items may be stored so that the performance for a predetermined period can be referred to. This enables analysis and performance output for each predetermined period. Also, the overtime pay may be set according to the category-specific performance in the past personnel information. For example, it may be set based on individual overtime pay performance, departmental overtime pay performance, etc.

[0077] Here, when the basis for the allocation ratio is the number of personnel, the number of personnel for each department included in the personnel information is acquired. When the basis for the allocation ratio is the labor cost, the total value of the salary (overtime pay, etc. may be added) of each user for each department included in the personnel information may be acquired.

[0078] FIG. 5 is a diagram showing an example of allocation basis information according to an embodiment. The allocation basis information shown in FIG. 5 includes each information such as department, period, and allocation ratio in association with the allocation basis ID. The "allocation basis ID" includes information for identifying the allocation basis.

[0079] The "department" includes the department name of the organization to which the allocation target belongs, etc. The "period" includes the target period of the allocation. The "allocation ratio" includes a parameter serving as a basis for the allocation ratio for allocating a predetermined cost. The parameter includes, for example, at least one of the number of personnel, labor cost, sales, profit, and non-financial data described above. Also, the allocation basis information may include an allocation basis name set by a user or the like.

[0080] FIG. 6 is a diagram showing an example of allocation step information according to an embodiment. The allocation step information shown in FIG. 6 includes information such as an allocation criterion ID, an allocation source, and an allocation destination, in association with an allocation step ID. The "allocation rule ID" includes information for identifying an allocation rule.

[0081] The "allocation criterion ID" includes the allocation criterion ID shown in FIG. 5. The "allocation source" includes the name of the original organization that allocates a predetermined cost, etc. The "allocation destination" includes the name of the organization that is the destination of the predetermined cost allocation, etc. Further, the "allocation source" may include an allocation source item, and the "allocation destination" may include an allocation destination item. Also, two or more allocation destinations may be set for the "allocation destination". Further, the allocation step information may include an allocation step name set by a user or the like.

[0082] FIG. 7 is a diagram showing an example of allocation rule information according to an embodiment. The allocation rule information shown in FIG. 7 includes information for each allocation step in association with an allocation rule ID, and the order of allocation is defined. For example, the allocation process for each allocation step is executed in order from left to right.

[0083] The "allocation step ID" includes the allocation step ID shown in FIG. 6. Further, the allocation rule information may include an allocation rule name set by a user or the like.

[0084] FIG. 8 is a diagram showing an example of execution plan information according to an embodiment. The execution plan information shown in FIG. 8 includes information such as a target plan or achievement, a time period, and an allocation rule ID, in association with an execution plan ID.

[0085] The "target plan or achievement" includes whether the target cost to which the allocation is applied is a budget at the planning stage or a past achievement. The "time period" includes the time when the allocation is provided. The time period can be specified, for example, up to the year and month. Note that it may be specified with a finer granularity than the year and month. The "allocation rule ID" includes the allocation rule ID shown in FIG. 7 to which the allocation is applied. The execution plan information may include an execution plan name set by a user or the like.

[0086] <Operation description> Next, each operation of the information processing system 1 will be described. FIG. 9 is a sequence diagram showing an example of processing related to allocation according to an embodiment. In the example shown in FIG. 9, the user terminal 20 and the server 10 cooperate to execute processing.

[0087] In step S102, for example, when an administrator of an organization or the like sets a target organization, a parameter serving as a reference for the allocation ratio (e.g., labor cost, sales, etc.), and a subject from the allocation standard setting screen displayed on the user terminal 20, the user terminal 20 transmits each setting information of the target organization, the parameter serving as a reference for the allocation ratio, and the subject related to the allocation standard to the server 10.

[0088] In step S104, the setting unit 113 of the server 10 acquires each setting information related to the allocation standard transmitted from the user terminal 20, and sets the acquired each setting information in the corresponding each allocation standard item. If there is an un-set allocation standard item, default information may be set.

[0089] In step S106, for example, when an administrator of an organization or the like sets an allocation standard, an allocation source (allocation source organization, allocation source subject), and an allocation destination (allocation destination organization, allocation destination subject) that are units of allocation from the allocation step setting screen displayed on the user terminal 20, the user terminal 20 transmits each setting information of the allocation standard, the allocation source, and the allocation destination related to the allocation step to the server 10.

[0090] In step S108, the setting unit 113 of the server 10 acquires each setting information related to the allocation step transmitted from the user terminal 20, and sets the acquired each setting information in the corresponding each allocation step item. If there are un-set parameters of the allocation ratio, an allocation source subject, and an allocation destination subject, default information may be set.

[0091] In step S110, for example, when an administrator of an organization or the like sets a multi-stage allocation step by combining the set allocation steps from the allocation rule setting screen (e.g., FIG. 11) displayed on the user terminal 20, the user terminal 20 transmits each setting information related to the set allocation rule to the server 10.

[0092] In step S112, the setting unit 113 of the server 10 acquires each setting information (order information of the allocation step) regarding the allocation rule transmitted from the user terminal 20, and sets the acquired each setting information to the corresponding allocation rule.

[0093] In step S114, for example, when an organization administrator or the like sets the plan or result to be allocated, the allocation rule, and the time period from the execution plan setting screen displayed on the user terminal 20, the user terminal 20 transmits each setting information of the plan or result to be allocated, the allocation rule, and the time period regarding the execution plan to the server 10.

[0094] In step S116, the setting unit 113 of the server 10 acquires each setting information regarding the execution plan transmitted from the user terminal 20, and sets the acquired each setting information to the corresponding execution plan.

[0095] In step S118, for example, when an organization administrator or the like instructs the execution of the allocation process from the execution plan setting screen or the like displayed on the user terminal 20, the user terminal 20 transmits an execution instruction of the allocation process to the server 10.

[0096] In step S120, the acquisition unit 114 of the server 10 refers to the parameter of the allocation ratio of the allocation standard, specifies the database related to this parameter, and acquires the value of the parameter from the specified database.

[0097] In step S122, the allocation processing unit 115 of the server 10 designates the execution plan for which the allocation is to be executed.

[0098] In step S124, the output unit 116 of the server 10 outputs the detailed data (allocation result data) to which the allocation process of the predetermined cost is applied by the allocation processing unit 115 to the user terminal 20. An organization administrator or the like can check the detailed data displayed on the user terminal 20 to check how the allocation of the predetermined cost is performed, and can make management decisions and evaluate the business.

[0099] According to the above processing, since the value of the parameter serving as the allocation ratio standard can be obtained from the database reflecting the current situation, the accuracy of the cost allocation processing can be improved.

[0100] FIG. 10 is a diagram showing the concept of allocation according to an embodiment. In the example shown in FIG. 10, in the allocation process, settings are made in the order of allocation criteria, allocation steps, allocation rules, and execution plan. In the concept D10 shown in FIG. 10, the allocation step A indicates that the allocation source item of the allocation source department is allocated as the allocation destination item to the allocation destination department according to the allocation criterion A. A plurality of such allocation steps are set.

[0101] In the concept D12 shown in FIG. 10, as the allocation rule, it is shown that the allocation is performed in the order of allocation step A, allocation step B, allocation step C, and allocation step D. In the execution plan, it is shown that the application time and the planned performance including the budget or the past actual value are applied to the allocation rule.

[0102] <Example of screen> Next, an example of each screen displayed in the information processing system 1 will be described. FIG. 11 is a diagram showing an example of an allocation rule setting screen according to an embodiment. In the screen shown in FIG. 11, allocation step 1 and allocation step 2 are set in order, and multi-stage allocation processing is performed.

[0103] In allocation step 1 shown in FIG. 11, "Corporate Department" is set as the allocation source organization (department), "Land rent" is set as the allocation source item, "Number of personnel standard" is set as the allocation criterion, "Development Department" and "Design Department" are set as the allocation destination organizations (departments), and "Land rent" is set as the allocation destination item.

[0104] In the allocation step 2 shown in FIG. 11, as the source organization (department) for allocation, the "Development Department", which was the destination organization in the allocation step 1, is set, and the source account is set to "Rent for leased land". Also, the allocation standard is set to "labor-hour standard". As the destination organizations, "AA Business Headquarters" and "BB Business Headquarters" are set, and the destination account is set to "Rent for leased land". In this way, when the destination organization in the previous allocation step becomes the source organization in the subsequent allocation step, it becomes possible to hold multiple allocation steps in an ordered manner.

[0105] FIG. 12 is a diagram showing an example of the allocation history of the allocation step according to an embodiment. On the screen D20 shown in FIG. 12, in the allocation step, it is possible to confirm how the expenses are allocated from the source to the destination.

[0106] At the upper part of the screen D20, the source for allocation, the allocation standard, and the destination for allocation, which are the respective setting items of the allocation step, are displayed. At the lower part of the screen D20, as the allocation result, for each organization (department) of the destination, which account is allocated at what allocation ratio is displayed.

[0107] FIG. 13 is a diagram showing an example of the detailed data according to an embodiment. On the screen D40 shown in FIG. 13, with the vertical axis representing each account and the horizontal axis representing the year and month, the expenses of each account are displayed as time-series transition data. At the upper part of the screen D40, the setting item B40 for the aggregation period indicating the target period for allocation, the setting item B42 for the aggregation unit such as year or month, the setting item B44 for the presence or absence of actual results, the setting item B46 for the presence or absence of allocation, the setting item for the execution plan, the setting item for the account, and the setting item for the organizational chart / department are displayed.

[0108] Administrators, etc. can perform various analyses by changing the respective setting items displayed at the upper part of the screen D40. For example, it is possible to switch the aggregation unit of the setting item B42 between year and month, or to switch the allocation of the setting item B46 between with allocation and without allocation.

[0109] In addition, in the execution plan of setting item B46, it is possible to select an arbitrary execution plan from the execution plans registered in the past. According to the selected execution plan, each subject including the subjects allocated by the execution plan is reflected on the vertical axis. Although the above description mainly explains the allocation process of predetermined costs, the allocation process disclosed in the present disclosure may be executed for revenues such as sales and profits.

[0110] As described above, the embodiments are examples for explaining the present invention, and are not intended to limit the present invention only to those embodiments. The present invention can be variously modified without departing from its gist. Also, each process on the server side and the user terminal side may be appropriately integrated, or the process may be transferred to the other device.

Description of Reference Numerals

[0111] 1... Information processing system, 10... Server, 20... User terminal, 110... Processor, 112... Service control unit, 113... Setting unit, 114... Acquisition unit, 115... Allocation processing unit, 116... Output unit, 117... Creation unit, 130... Storage device, 210... Processor, 212... Client application, 213... Communication control unit, 214... Display control unit, 215... Operation control unit, 230... Storage device

Claims

1. An information processing apparatus, sets an allocation criterion regarding an allocation ratio of costs, sets an allocation step of an allocation unit including the allocation criterion, an allocation source, and an allocation destination, sets an allocation rule indicating an order of allocation by combining a plurality of the allocation steps, acquires a parameter value for specifying the allocation ratio from a storage unit related to the allocation criterion included in each allocation step, performs an allocation process of the costs based on the allocation rule including the allocation ratio based on the parameter value, An information processing method for executing the above.

2. The information processing apparatus further executes setting an execution plan including a timing for executing the allocation rule, wherein acquiring the parameter value includes acquiring the parameter value corresponding to the timing included in the execution plan. The information processing method according to claim 1.

3. Setting the allocation step includes setting an allocation source organization and / or an allocation source item for the allocation source, or setting an allocation destination organization and / or an allocation destination item for the allocation destination. The information processing method according to claim 1.

4. Setting the allocation rule includes performing replacement, addition, or deletion of the allocation steps. The information processing method according to claim 1.

5. The information processing apparatus further executes creating detail data in an accounting process to which the allocation process is applied. The information processing method according to claim 1.

6. Creating the detail data includes being able to switch whether or not the allocation process is applied. The information processing method according to claim 5.

7. Setting the allocation criterion includes setting an allocation target period and a target organization. The information processing method according to claim 1.

8. Performing the allocation process includes performing the allocation process for a time within the target period, the allocation source, and the allocation destination belonging to the target organization. The information processing method according to claim 7.

9. The information processing apparatus further executes outputting history data of the allocation process for the allocation source, the allocation criterion, and the allocation destination included in the specified allocation rule by specifying the allocation rule. The information processing method according to claim 1.

10. Setting the allocation rule includes determining whether or not a predetermined condition regarding an inappropriate combination is satisfied for the allocation steps to be combined. The information processing method according to claim 1.

11. causing an information processing apparatus to set an allocation criterion regarding an allocation ratio of costs; set an allocation step of an allocation unit including the allocation criterion, an allocation source, and an allocation destination; set an allocation rule indicating an allocation order by combining a plurality of the allocation steps; obtain a parameter value for specifying the allocation ratio from a storage unit related to the allocation criterion included in each allocation step; perform an allocation process of the costs based on the allocation rule including the allocation ratio based on the parameter value; A program for causing the above to be executed.

12. An information processing apparatus including a processor, wherein the processor sets an allocation criterion regarding an allocation ratio of costs; sets an allocation step of an allocation unit including the allocation criterion, an allocation source, and an allocation destination; sets an allocation rule indicating an allocation order by combining a plurality of the allocation steps; obtains a parameter value for specifying the allocation ratio from a storage unit related to the allocation criterion included in each allocation step; performs an allocation process of the costs based on the allocation rule including the allocation ratio based on the parameter value; An information processing apparatus that executes the above.

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