Business support apparatus, business support method, and business support program

Abstract

To allow supplementary information to be simply transferred (referred) between document forms.SOLUTION: When displaying a first supplementary information input screen for use in inputting supplementary information of a first document form for accounting of commercial transactions, a business support apparatus refers to a storage unit in which supplementary type information indicating a type of supplementary information is stored in association with each document form type information indicating a type of accounting document form, and displays an input field for the supplementary information indicated by the supplementary type information associated with the type of first document form, so as to be included in the first supplementary information input screen. The input supplementary information is stored in a document form data storage unit together with the document form type information of the first document form and the supplementary type information. A determination unit determines a match between the supplementary type information associated with a type of second document form and the supplementary type information associated with the type of the first document form. A supplementary information input screen display unit reads, from the storage unit, the supplementary information indicated by the matched supplementary type information and displays the supplementary information in an input field of a second supplementary information input screen of the second document form.SELECTED DRAWING: Figure 1

Description

[Technical Field]

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

[0002] Nowadays, when creating a transaction slip for an order or purchase order, etc. for accounting purposes, it is sometimes necessary to add additional information such as remarks. In such cases, the items required for adding additional information such as remarks are created and entered each time.

[0003] Patent Document 1 (JP 2004-086796 A) discloses an accounting processing device that aims to streamline data entry work such as item names and unit prices on invoices. In this accounting processing device, an order information input means creates data on item names, quantities, and unit prices for orders and order targets from a keyboard and stores the data in an order information storage means. A purchase slip input means stores purchase slip data created based on the supplier, item name, quantity, and unit price entered via the keyboard in a purchase slip storage means. In addition, a sales slip input means stores sales slip data created based on the buyer, item name, quantity, and unit price entered via the keyboard in a sales slip storage means.

[0004] The auxiliary means uses the order information in the order information storage means to automatically input data for new purchase slips, and the auxiliary means uses the order information in the order information storage means to automatically input data for new sales slips. This makes it possible to improve the efficiency of data input work such as item names and unit prices on slips. [Prior art documents] [Patent documents]

[0005] [Patent Document 1] Japanese Patent Application Laid-Open No. 2004-086796 Summary of the Invention [Problem to be solved by the invention]

[0006] In many cases, the attached information entered on one slip (e.g., an order slip) is also entered on the other slip (e.g., a sales slip). For this reason, it is possible to organize the attached information to be entered for each slip and prepare the necessary input fields for the attached information for each slip in advance.

[0007] However, the required additional information differs depending on the industry or company, etc. For this reason, it is difficult for companies developing business support devices that support accounting operations to develop business support devices that are pre-prepared with the input fields for the additional information required for each slip in each industry or company.

[0008] The present invention has been made in consideration of the above-mentioned problems, and aims to provide a business support device, a business support method, and a business support program that support the input of attached information used in various industries or companies by enabling easy transfer (use) of attached information between each form. [Means for solving the problem]

[0009] In order to solve the above-mentioned problems and achieve the object, a business support device according to the present invention includes an attached information input screen display unit that, when displaying a first attached information input screen for inputting attached information related to commercial transaction information entered in a first form for accounting of commercial transactions, references an attached information setting storage unit in which attached type information indicating the type of attached information is stored in association with each form type information indicating the type of form for accounting, and displays an input field for attached information indicated by the attached type information associated with the type of the first form on a display unit, including the attached information input via the first attached information input screen; and a form data storage unit that stores the attached information input via the first attached information input screen together with the form type information and attached type information of the first form. and a determination unit that, when displaying a second ancillary information input screen for inputting ancillary information related to commercial transaction information entered in a second form of a different type from the first form, obtains from the ancillary information setting memory unit the ancillary type information associated with the type of the first form stored in the form data storage unit and the ancillary type information indicating the type of the ancillary information associated with the form type information indicating the type of the second form, and determines whether or not the two match, and the ancillary information input screen display unit inputs and displays the ancillary information of the first form stored in the form data storage unit into an input field on the second ancillary information input screen for which it has been determined that the ancillary type information matches.

[0010] Furthermore, in order to solve the above-mentioned problems and achieve the object, the business support method according to the present invention includes an attached information input screen display step in which, when an attached information input screen display unit displays a first attached information input screen for inputting attached information related to commercial transaction information entered in a first form for accounting the commercial transaction, the attached information input screen display unit refers to an attached information setting memory unit in which attached information indicating the type of attached information is stored in association with each form type information indicating the type of form for accounting, and displays an input field for attached information indicated by the attached information associated with the type of the first form on the display unit, including the attached information input via the first attached information input screen; and a memory control unit stores the attached information input via the first attached information input screen together with the form type information and attached information of the first form in the form data. The method includes a storage control step of storing the attached information of the first form stored in the form data storage unit in the attached information setting storage unit, and a determination step of, when the determination unit displays a second attached information input screen for inputting attached information related to commercial transaction information entered in a second form of a different type from the first form, obtaining attached type information associated with the type of the first form stored in the form data storage unit and attached type information indicating the type of attached information associated with the form type information indicating the type of the second form from the attached information setting storage unit and determining whether or not there is a match between the two, and the attached information input screen display unit inputs and displays the attached information of the first form stored in the form data storage unit into the input field of the attached information on the second attached information input screen for which it has been determined that the attached type information matches.

[0011] In order to solve the above-mentioned problems and achieve the object, a business support program according to the present invention includes an attached information input screen display unit that, when displaying a first attached information input screen for inputting attached information related to commercial transaction information entered in a first form for accounting the commercial transaction, references an attached information setting storage unit in which attached information indicating the type of attached information is stored in association with form type information indicating the type of form for accounting, and displays an input field for attached information indicated by the attached information associated with the type of the first form on a display unit, including the first attached information input screen; and stores the attached information input via the first attached information input screen together with the form type information and attached information of the first form in a form data storage unit. The memory control unit, when displaying a second ancillary information input screen for inputting ancillary information related to commercial transaction information entered into a second form of a different type from the first form, functions as a discrimination unit that acquires from the ancillary information setting memory unit ancillary type information associated with the type of the first form stored in the form data storage unit and ancillary type information indicating the type of ancillary information associated with the form type information indicating the type of the second form, and determines whether the two match; and when causing the computer to function as an ancillary information input screen display unit, functions to input and display the ancillary information of the first form stored in the form data storage unit into an input field on the second ancillary information input screen for which a match in the ancillary type information has been determined. [Effects of the Invention]

[0012] The present invention makes it possible to easily transfer (use) attached information between forms, thereby assisting in the input of attached information used in various industries or companies. [Brief explanation of the drawings]

[0013] [Figure 1] FIG. 1 is a block diagram illustrating a hardware configuration of a task assistance device according to an embodiment. [Figure 2] FIG. 2 is a diagram illustrating an example of an attached information characteristic master table provided in the task assistance device according to the embodiment. [Figure 3]FIG. 3 is a diagram illustrating an example of an attached information definition master table provided in the task assistance device according to the embodiment. [Figure 4] FIG. 4 is a diagram showing an example of settings for the attached information characteristics master table and the attached information definition master table. [Figure 5] FIG. 5 is a diagram for explaining an outline of the operation of the task support device according to the embodiment. [Figure 6] FIG. 6 is a diagram illustrating an example of an order entry screen displayed on the business support device according to the embodiment. [Figure 7] FIG. 7 is a diagram showing an example of an additional information input screen for header information and detail information displayed when an order is input in the business support device according to the embodiment. [Figure 8] FIG. 8 is a diagram showing an example of the form data input at the time of order input. [Figure 9] FIG. 9 is a diagram illustrating an example of a sales input screen displayed on the business support device according to the embodiment. [Figure 10] FIG. 10 shows the state in which, when sales are entered, the auxiliary information entered when an order is entered is carried over (used) and displayed on the auxiliary information input screen for header information and detail information. [Figure 11] FIG. 11 is a diagram showing an example of the form data input at the time of order input and sales input. DETAILED DESCRIPTION OF THE INVENTION

[0014] An embodiment in which the present invention is applied to a business support device for accounting work in the steel industry will be described in detail below with reference to the drawings. However, the present invention is not limited to the following embodiment.

[0015] (overview) In the steel industry, additional information such as remarks is often added to the header information or detail information of receipt or purchase order forms. Furthermore, the same additional information entered at the time of order entry is often also entered at the time of sale. However, there is a limit to the amount of information that can be stored in additional information. For this reason, in the past, input items (= input areas for additional information) were added and the necessary additional information was entered.

[0016] In many cases, the attached information entered in one form (e.g., an order slip) is also entered in the other form (e.g., a sales slip). For this reason, it is possible to organize the attached information to be entered for each form and prepare the necessary input fields for the attached information for each form in advance.

[0017] However, the required additional information differs depending on the industry or company, etc. For this reason, it is difficult for companies developing business support devices that support accounting work to develop business support devices that are pre-prepared with the input fields for the additional information required for each form in each industry or company.

[0018] Furthermore, in order to automatically input the attached information entered into one form into another form, it is necessary to incorporate logic that inputs the attached information entered into one form into a specific input field of the other form. However, as mentioned above, the required attached information varies depending on the industry or company. For this reason, it has been difficult to develop a business support device that has pre-prepared input fields for the attached information required for each slip in each industry or company.

[0019] For this reason, the business support device of the embodiment enables management of a wide variety of attached information by defining the input format (input value category) of each type of attached information, such as numerical values, character strings, dates, and code values, using the attached information characteristics master table (see Figure 2).

[0020] Furthermore, the type of attached information to be entered into the header information and detail information can be set for each type of form in the attached information definition master table (see Figure 3). Then, when the type of attached information set between different types of forms is the same, the attached information entered into one type of form is automatically entered as attached information for the other type of form. This makes it possible to transfer (use) the desired type of attached information from one form to another, depending on the industry, company, etc.

[0021] (Hardware configuration) As shown in FIG. 1, the business support device 1 of the embodiment includes a storage unit 2, a control unit 3, a communication interface unit 4, and an input / output interface unit 5. An input device 6 and an output device 7 are connected to the input / output interface unit 5. The output device 7 corresponds to a display unit such as a monitor device (including a home television), a printing device, or a speaker device. The input device 6 may be a keyboard device, a mouse device, a microphone device, or a monitor device that cooperates with a mouse device to achieve a pointing device function. The communication interface unit 4 is connected to a network, for example, a wide area network such as the Internet or a private network such as a LAN (Local Area Network).

[0022] The storage unit 2 may be, for example, a read-only memory (ROM), a random access memory (RAM), a hard disk drive (HDD), or a solid state drive (SSD). The storage unit 2 stores a business support program that enables easy transfer (use) of attached information between forms (between forms) and supports the input of attached information used in various industries or companies. The storage unit 2 also includes an attached information characteristics master table 11, an attached information definition master table 12, and a form data storage unit 13, each of which is a storage area.

[0023] As shown in Figure 2, the attached information characteristics master table 11 stores information such as attached information code, attached information name, input value category, and number of digits in a mutually associated manner. The attached information code is unique information (code) attached to each attached information. In the example of Figure 2, the attached information of "manufacturer code" is assigned the attached information code of "MAKERCD". Furthermore, the attached information of "order memo" is assigned the attached information code of "JMEMO". Furthermore, the attached information of "sales memo" is assigned the attached information code of "UMEMO". Furthermore, the attached information of "inner diameter" is assigned the attached information code of "NAIKEI". Furthermore, the attached information of "departure date" is assigned the attached information code of "ETD".

[0024] The input value category indicates the input format for each piece of attached information. In the example of Figure 2, the attached information for "manufacturer code" is specified to be input as a "code value (0: code value management)", the attached information for "order memo" and "sales memo" is specified to be input as a "character string (2: character string)". Also, in the example of Figure 2, the attached information for "inner diameter" is specified to be input as a "numeric value (2: numeric value management)", and the attached information for "departure date" is specified to be input as a "date (3: date)".

[0025] 3 is a diagram showing an example of the attached information definition master table 12. The attached information definition master table 12 is illustrated as a physically separate table from the attached information characteristic master table 11, but the attached information definition master table 12 and the attached information characteristic master table 11 may be physically one table (storage area).

[0026] As shown in FIG. 3, the attached information definition master table 12 stores information such as data category, header detail category, line number, attached information code, mandatory flag, and display order in association with each other.

[0027] The data category is information that indicates the type of form. The example in Figure 3 shows that the data category of the order slip form is "20: Order," and the data category of the sales slip form is "40: Sales."

[0028] The header / detail category indicates whether the input items for the attached information for the form of that form type are input items for the attached information for the header information or input items for the attached information for the attached information for the attached information. Also, the line number indicates the number of input items for the attached information for the header information and the number of input items for the attached information for the attached information for the attached information.

[0029] That is, the example in Figure 3 shows that two input fields for attached information, line number "1" and line number "2," are set as input fields for attached information to the header information of a sales slip and as input fields for attached information to the header information of a sales slip. The example in Figure 3 also shows that two input fields for attached information, line number "1" and line number "2," are set as input fields for attached information to the detail information of a sales slip. The example in Figure 3 also shows that one input field for attached information, line number "1," is set as input field for attached information to the detail information of a sales slip.

[0030] As mentioned above, the attached information code is a unique information (code) attached to each attached information. In the example of Figure 3, the attached information with the attached information code "MAKERCD (manufacturer code)" is specified to be input as the attached information in the first line of the header information of the order slip. Also, in the example of Figure 3, the attached information with the attached information code "JMEMO (order memo)" is specified to be input as the attached information in the second line of the header information of the order slip.

[0031] In the example of Figure 3, the entry of attached information with attached information code "NAIKEI (inner diameter)" is specified as attached information in the first line of the detailed information on the order slip. In the example of Figure 3, the entry of attached information with attached information code "ETD (departure date)" is specified as attached information in the second line of the detailed information on the order slip.

[0032] Also, in the example of Figure 3, the input of attached information with the attached information code "MAKERCD (manufacturer code)" is specified as attached information in the first line of the sales slip's header information. Also, in the example of Figure 3, the input of attached information with the attached information code "UMEMO (sales memo)" is specified as attached information in the second line of the sales slip's header information. Also, in the example of Figure 3, the input of attached information with the attached information code "NAIKEI (inner diameter)" is specified as attached information in the first line of the sales slip's detail information.

[0033] The mandatory flag is information indicating whether the display of the input item of the attribute information is mandatory. In the example of Fig. 3, the display of the input item of each attribute information is all "1: mandatory".

[0034] The display order indicates the order in which the input fields for the additional information are displayed. In the example of Figure 3, the additional information in the first line of the header information of the order slip is set to the display order of "1st," and the additional information in the second line of the header information of the order slip is set to the display order of "2nd." Also, in the example of Figure 3, the additional information in the first line of the detail information of the order slip is set to the display order of "1st," and the additional information in the second line of the detail information of the order slip is set to the display order of "2nd."

[0035] FIG. 4 shows the settings and examples of the attached information characteristic master table 11 and the attached information definition master table 12. As shown in FIG. 4, the attached information characteristic master table 11 defines and sets the characteristics that are management elements of the slips managed by the slips of the ledger or the characteristics that are management elements of the details. Specifically, attached information codes such as "ITAKUSAKI (contractor)," "KAKOUNOUKI (processing delivery date)," "CHUUKI (notes)," and "MIL (mill sheet)" can be set as characteristics used for managing the slips. In addition, attached information codes such as "SEIZOUNO (manufacturing number)," "BOZAIINFO (base material information)," and "NAIKEI (inner diameter)" can be set as characteristics used for managing the details.

[0036] 4, the configuration of the attached information characteristics for each slip is defined and set in the attached information definition master table 12. Specifically, the attached information codes "CHUUKI (notes)" and "MIL (mill sheet)" are set for the header information (order header) of the order slip created when an order is entered. Also, the attached information codes "SEIZOUNO (manufacturing number)" and "BOZAIINFO (base material information)" are set for the detail information (order detail) of the order slip created when an order is entered.

[0037] Additionally, the additional information codes "ITAKUSAKI (contractor)" and "KAKOUNOUKI (processing delivery date)" are set for the header information (order header) of the purchase order slip created when an order is entered. Additionally, the additional information codes "FURYOUINFO (defect information)" and "KONPOUSUU (number of packages)" are set for the detail information (order detail) of the purchase order slip created when an order is entered.

[0038] (Functional configuration of business support device) Next, the control unit 3 executes the business support program stored in the memory unit 2, and thereby functions as an auxiliary information input screen display unit 21, a memory control unit 22, a discrimination unit 23, and a display control unit 24, as shown in FIG. 1.

[0039] In this example, the attached information input screen display unit 21, the storage control unit 22, the determination unit 23, and the display control unit 24 are described as being realized by software using a business support program. However, some or all of the attached information input screen display unit 21 to the display control unit 24 may be realized by hardware. In either case, the same effects as those described below can be obtained.

[0040] When displaying a first auxiliary information input screen (each input screen in FIG. 7) for inputting auxiliary information (remarks, manufacturer code, memo, inner diameter, departure date, etc.) related to commercial transaction information entered in a first form (e.g., an order slip) for accounting the commercial transaction, the auxiliary information input screen display unit 21 refers to an auxiliary information setting storage unit (auxiliary information definition master table 12 in FIG. 3) in which auxiliary type information (auxiliary information code in FIG. 3) indicating the type of auxiliary information is associated and stored for each form type information (data classification in FIG. 3) indicating the type of form for accounting. Then, the auxiliary information input screen display unit 21 displays an input field for auxiliary information indicated by the auxiliary type information associated with the type of the first form on the display unit, including the first auxiliary information input screen (see FIG. 7).

[0041] The memory control unit 22 stores the attached information input via the first attached information input screen in the document data memory unit together with the document type information (data category) and attached type information (attached information code) of the first document (see Figure 8).

[0042] When displaying a second ancillary information input screen for inputting ancillary information related to commercial transaction information entered in a second form of a different type from the first form, the discrimination unit 23 obtains, from the ancillary information setting memory unit (ancillary information definition master table 12 in Figure 3), ancillary type information associated with the type of the first form stored in the form data memory unit (see Figure 8) and ancillary type information (ancillary information code in Figure 3) indicating the type of ancillary information associated with form type information (data classification in Figure 3) indicating the type of the second form (e.g., sales slip), and determines whether the two match.

[0043] The accessory information input screen display unit 21 inputs and displays the accessory information of the first document stored in the document data storage unit into the input field of the accessory information on the second accessory information input screen where a match with the accessory type information has been determined.

[0044] The storage control unit 22 stores the attached information input via the second attached information input screen in the document data storage unit together with the document type information and attached type information of the second document (sales document) (see FIG. 11).

[0045] The attached information setting storage unit (attached information characteristic master table 11 in FIG. 2) stores input value categories indicating the input format of each attached information indicated by each attached type information. The storage control unit 22 stores the attached information input in the input format indicated by the input value category in the form data storage unit 13 (see FIGS. 8 and 11).

[0046] In addition, the attached information setting storage unit (attached information definition master table 12 in Figure 3) stores a header detail classification indicating whether the information is attached information to the header information of the transaction information or detail information of the transaction information, in association with the document type information (e.g., order, sales, etc.) and the attached type information (attached information code), respectively.

[0047] The discrimination unit 23 determines that the attachment type information associated with the type of the first form and the attachment type information associated with the type of the second form match when the header detail category and attachment type information of the first form match the header detail category and attachment type information of the second form.

[0048] (Input support operation of attached information of business support device) Next, the control unit 3 executes the business support program stored in the storage unit 2 to perform the operation of supporting input of auxiliary information, which will be described below. First, an overview of the operation of supporting input of auxiliary information is shown in Fig. 5. As shown in Fig. 5, the control unit 3 stores the auxiliary information that is input when inputting a form, such as when inputting an order, inputting an order, inputting a processing instruction, inputting sales (lump-sum sales entry), and inputting purchases (lump-sum purchase entry), in the form data storage unit 13.

[0049] Next, when inputting the attached information of related slips, such as between a sales slip and an order slip, or a purchase slip and a sales slip, the attached information code of the attached information that has already been input is compared with the attached information code of the attached information of the slip to be input. If the two match, the attached information that has already been input is automatically input into the input field for the attached information of the slip to be input.

[0050] More specifically, when it comes time to create an order slip, for example, the accounting clerk operates the input device 6 to specify the display of the order entry screen. When this operation is performed, the display control unit 24 displays, via the output device 7, the order entry screen shown in Fig. 6, where commercial transaction information is entered when entering an order. The accounting clerk performs order entry of commercial transaction information on the order entry screen shown in Fig. 6. Furthermore, when entering information attached to the entered commercial transaction information, the accounting clerk operates the header attached information button 51, the detail attached information button 52, or the detail attached information button 53 provided on the order entry screen.

[0051] The header attached information button 51 is a button that is operated when inputting attached information for the header information of the transaction information. The detail attached information button 52 is a button that is operated when inputting attached information for the detail information of product A shown in Fig. 6. The detail attached information button 53 is a button that is operated when inputting attached information for the detail information of product B shown in Fig. 6.

[0052] When the header attached information button 51 is operated, the attached information input screen display unit 21 refers to the attached information definition master table 12 shown in Fig. 3 and detects the header detail category "0: Header" associated with the data category "20: Order" at the time of order input. The attached information input screen display unit 21 also detects the attached information code and display order, etc. associated with the header detail category "0: Header".

[0053] In the example of Figure 3, for the data category "20: Order" and the header detail category "0: Header", the attached information "MAKERCD (manufacturer code)" is associated as the display order of "1", and the attached information "JMEMO (order memo)" is associated as the display order of "2".

[0054] 7(a), the attached information input screen display unit 21 displays a header attached information input screen, in which the first line is an input field for the manufacturer code and the second line is an input field for the order memo, via the output device 7. The accounting staff enters a predetermined manufacturer code, such as "M001," in the input field for the manufacturer code on this header attached information input screen, and enters the desired text information for the order memo in the input field for the order memo.

[0055] The memory control unit 22 acquires the manufacturer code and order memo entered using the input values ​​specified in the input value categories of the auxiliary information characteristic master table 11 shown in Figure 2, and stores them in the form data memory unit 13 shown in Figure 8 as form data for auxiliary information of the order slip.

[0056] The document data storage unit 13 includes the following items: data category, header detail category, attached information code, line number, slip number, slip line number, source data category, source slip number, source line number, header attached information input value, detail attached information input value, attached information numerical unit code, attached information character string, and attached information date.

[0057] The report data on the first and second lines of the report data storage unit 13 shown in Figure 8 is report data for header information in the header detail category "0: Header" in the data category "20: Order" at the time of order input. The report data on the first line is report data for "Manufacturer Code" and is the report data when "M001" is entered as the header attached information input value. Furthermore, the report data on the second line is report data for "Order Memo" and is the report data when "a character string equivalent to the order memo" is entered as the attached information character string.

[0058] On the other hand, when the detail attached information button 52 or the detail attached information button 53 shown in Fig. 6 is operated, the attached information input screen display unit 21 refers to the attached information definition master table 12 shown in Fig. 3 and detects the header detail category "1: Detail" associated with the data category "20: Order" at the time of order input. In addition, the attached information input screen display unit 21 detects the attached information code and display order, etc. associated with the header detail category "1: Detail".

[0059] In the example of Figure 3, for the data category "20: Order" and the header detail category "1: Details", the attached information "NAIKEI (inner diameter)" is associated as the display order of "1", and the attached information "ETD (departure date)" is associated as the display order of "2".

[0060] For this reason, the auxiliary information input screen display unit 21 displays, via the output device 7, a detailed auxiliary information input screen in which the first line is an input field for "inner diameter" and the second line is an input field for "departure date", as shown in Figures 7(b) and 7(c). The accounting staff inputs a predetermined inner diameter dimension, such as "100 (mm)" or "200 (mm)", into the manufacturer code input field on this detailed auxiliary information input screen, and inputs the departure date of the cargo ship loaded with tubular metal components with an inner diameter of 100 mm or 200 mm, such as "December 14, 2023" or "December 15, 2023", into the departure date input field.

[0061] The memory control unit 22 acquires the inner diameter and departure date entered using the input values ​​specified in the input value categories of the auxiliary information characteristics master table 11 shown in Figure 2, and stores them in the document data memory unit 13 shown in Figure 8 as document data of the auxiliary information of the order slip.

[0062] The report data on the third and fourth lines of the report data storage unit 13 shown in Figure 8 is report data for detail information in the header detail category "1: Detail" in the data category "20: Order" at the time of order entry, corresponding to the operation of the Detail Attached Information button 52. The report data on the third line is report data for "inner diameter" and is the report data when "100 (mm)" is entered as the detail attached information input value. Furthermore, the report data on the fourth line is report data for "shipping date" and is the report data when "December 14, 2023" is entered as the attached information date.

[0063] 8 corresponds to the operation of the detail attached information button 53, and is the report data of the detail information of the header detail category "1: Detail" in the data category "20: Order" at the time of order entry. The report data of the fifth line is the report data of "inner diameter", and is the report data when "200 (mm)" is entered as the detail attached information input value. Furthermore, the report data of the sixth line is the report data of "shipping date", and is the report data when "December 15, 2023" is entered as the attached information date.

[0064] Next, after creating the above-mentioned order slip, when it is time to create a sales slip, the accounting clerk operates the input device 6 to specify the display of the sales input screen. When this operation is performed, the display control unit 24 displays, via the output device 7, the sales input screen shown in Figure 9, where commercial transaction information is entered when entering sales. The accounting clerk performs order input operations for commercial transaction information on the order input screen shown in Figure 9. Furthermore, when entering information attached to the entered commercial transaction information, the accounting clerk operates the header attached information button 54 or the detail attached information button 55 provided on the sales input screen.

[0065] The header attached information button 54 is a button operated when inputting attached information for the header information of the transaction information. The detail attached information button 55 is a button operated when inputting attached information for the detail information of product A shown in FIG.

[0066] When the header attached information button 54 is operated, the attached information input screen display unit 21 refers to the attached information definition master table 12 shown in Fig. 3 and detects the header detail category "0: Header" that is associated with the data category "40: Sales" at the time of sales input. In addition, the attached information input screen display unit 21 detects the attached information code, display order, etc. that are associated with the header detail category "0: Header".

[0067] In the example of Figure 3, the data category "40: Sales" and the header detail category "0: Header" are associated with the attached information "MAKERCD (manufacturer code)" as the display order "1", and the attached information "UMEMO (sales memo)" as the display order "2".

[0068] For this reason, the auxiliary information input screen display unit 21 displays, via the output device 7, a header auxiliary information input screen in which the first line is an input field for the manufacturer code and the second line is an input field for the sales memo, as shown in Figure 10(a).

[0069] Here, it is assumed that sales slips are subject to inheritance of attached information from order slips. Therefore, the discrimination unit 23 refers to the attached information definition master table 12 in Figure 3 and compares the attached information code of the attached information of the header information "20: Order" with the attached information code of the header information "40: Sales". In the example of Figure 3, the attached information code of the attached information of the header information "20: Order" that is first in the display order is "MAKERCD", and the attached information code of the attached information of the header information "40: Sales" that is first in the display order is also "MAKERCD". Therefore, the two match.

[0070] In this way, when the attached information codes of the attached information of the header information of the order slip and the sales slip match, the attached information input screen display unit 21 refers to the document data storage unit 13 shown in Figure 8, obtains the attached information of the header information entered in the order slip that corresponds to the matching attached information code, and displays it on the header attached information input screen as attached information of the header information of the sales slip.

[0071] In this example, the attached information in the header information entered in the sales slip that corresponds to the matching attached information code of "MAKERCD" is the manufacturer code of "M001" as shown in Figure 8. Therefore, the attached information input screen display unit 21 automatically inputs and displays the manufacturer code of "M001" in the input field for attached information that is the first in the display order of the header information of the sales slip, as shown in Figure 10(a).

[0072] This allows the information attached to the header information of the order slip to be input in a manner that transfers it to the information attached to the header information of the sales slip, thereby supporting the accounting staff in their form input work.

[0073] On the other hand, in the attached information definition master table 12 shown in Figure 3, the attached information code of the attached information of the header information in the second display order of "20: Orders" is "JMEMO", but the attached information code of the attached information of the header information in the second display order of "40: Sales" is "UMEMO", and the two do not match.

[0074] In this case, as shown in Figure 10(a), the auxiliary information input screen display unit 21 enters only the item name such as "Sales memo" in the auxiliary information input field that is the second in the display order of the header information of the sales slip, and displays the value input field blank.

[0075] As shown in Figure 10(b), the accounting staff can manually input desired additional information into this blank input field via the input device 6. The example in Figure 10(b) is an example in which a "character string equivalent to sales memo" is entered as additional information for "sales memo," which is the second additional information in the display order of the header information on the order slip.

[0076] The memory control unit 22 acquires the manufacturer code and order memo entered using the input values ​​specified in the input value categories of the auxiliary information characteristic master table 11 shown in Figure 2, and stores them in the report data memory unit 13 as sales slip report data, as shown in Figure 11.

[0077] In the report data storage unit 13 shown in Figure 8, the report data from lines 1 to 6 is the report data of information attached to the order slip, and the report data from lines 7 to 9 is the report data of information attached to the sales slip. Also, the report data on lines 7 and 8 is the report data of header information in the header detail category "0: Header" in the data category "40: Sales" when sales are entered. The report data on line 1 is the report data of "Manufacturer Code," and is the report data when "M001" is input as the header attached information input value by referencing the report data of the order slip as described above.

[0078] When auxiliary information is used between forms in this way, the memory control unit 22 includes the information on the source of the use (origin) in the form data and stores it in the form data memory unit 13. In this example, since the "manufacturer code" of "M001" was used from the order slip, the memory control unit 22 adds the source data category of "20: Order" indicating that the source is an order slip, as shown in the form data on the seventh line in Figure 11, and also adds the slip number of the source order slip of "H001".

[0079] Furthermore, the storage control unit 22 adds an additional information string indicating manually input additional information to the form data. In this example, a "character string corresponding to a sales memo" was manually input. Therefore, the storage control unit 22 adds this manually input "character string corresponding to a sales memo" to the form data as an additional information string.

[0080] Next, when the detail attached information button 55 shown in Fig. 9 is operated, the attached information input screen display unit 21 refers to the attached information definition master table 12 shown in Fig. 3 and detects the header detail category "1: Detail" that is associated with the data category "40: Sales" at the time of sales input. In addition, the attached information input screen display unit 21 detects the attached information code, display order, etc. that are associated with the header detail category "1: Detail".

[0081] In the example of FIG. 3, the data category "40: Sales" and the header detail category "1: Details" are associated with the attached information "NAIKEI (inner diameter)" as the display order "1".

[0082] Therefore, the auxiliary information input screen display unit 21 displays, via the output device 7, a detailed auxiliary information input screen in which the first line is an input field for "inner diameter", as shown in FIG. 10(c).

[0083] As mentioned above, sales slips are subject to inheritance of attached information from order slips. Therefore, the discrimination unit 23 refers to the attached information definition master table 12 in Figure 3 and compares the attached information code of the attached information of the detailed information for "20: Order" with the attached information code of the detailed information for "40: Sales." In the example of Figure 3, the attached information code of the attached information of the detailed information for "20: Order" that is ranked first in display order is "NAIKEI," and the attached information code of the attached information of the detailed information for "40: Sales" that is ranked first in display order is also "NAIKEI." Therefore, the two match.

[0084] In this way, when the attached information codes of the attached information of the detailed information of the order slip and the sales slip match, the attached information input screen display unit 21 refers to the document data storage unit 13 shown in Figure 8, obtains the attached information of the detailed information entered in the order slip that corresponds to the matching attached information code, and displays it on the detailed attached information input screen as attached information of the detailed information of the sales slip.

[0085] In this example, the additional information in the detailed information entered in the order slip that corresponds to the matching additional information code of "NAIKEI" is an inner diameter of "100 (mm)", as shown in Figure 8. Therefore, the additional information input screen display unit 21 automatically enters and displays the inner diameter of "100 (mm)" in the input field for additional information that is the first in the display order of the header information of the sales slip, as shown in Figure 10 (c).

[0086] When auxiliary information is used between forms in this way, the memory control unit 22 includes the information of the source (origin) of the information used in the form data and stores it in the form data memory unit 13. In this example, because the "inner diameter" of "100 (mm)" was used from the order slip, the memory control unit 22 adds the source data category of "20: Order" indicating that the source is an order slip, as shown in the form data on the 9th line in Figure 11, and also adds the slip number of the source order slip, "H001". Furthermore, the memory control unit 26 adds the line number of the source order slip, "1".

[0087] This allows the information attached to the detailed information of the order slip to be input in a manner that transfers it to the information attached to the detailed information of the sales slip, thereby assisting the accounting staff in their form input work.

[0088] (Effects of the embodiment) As is clear from the above explanation, the business support device of the embodiment can manage a wide variety of attached information by defining the input format (input value category) of each type of attached information, such as numerical values, character strings, dates, and code values, using the attached information characteristics master table 11.

[0089] Furthermore, the type of attached information to be entered into the header information and detail information can be set for each type of form in the attached information definition master table 12. Then, when the type of attached information set between different types of forms is the same, the attached information entered into one type of form is automatically entered as attached information for the other type of form. This makes it possible to transfer (use) the desired type of attached information from one form to another form depending on the industry or company, etc., thereby supporting the form entry work of accountants and others.

[0090] [Contribution to the United Nations-led Sustainable Development Goals (SDGs)] This invention can contribute to improving business efficiency and promoting appropriate management decisions by companies, thereby contributing to the achievement of goals "8" and "9" of the SDGs.

[0091] Furthermore, this invention can contribute to reducing waste and promoting paperless and electronic systems, thereby contributing to the achievement of SDGs goals 12, 13, and 15.

[0092] Furthermore, the present invention can contribute to strengthening control and governance, thereby contributing to the achievement of Goal 16 of the SDGs.

[0093] [Other embodiments] The present invention can be implemented in various different forms other than the above-described embodiments within the scope of the technical concept described in the claims.

[0094] For example, among the processes described in the embodiments, all or part of the processes described as being performed automatically may be performed manually, or all or part of the processes described as being performed manually may be performed automatically using a known method or the like.

[0095] Furthermore, the processing procedures, control procedures, specific names, registered data for each process, information including parameters such as search conditions, screen examples, and database configurations shown in the specification or drawings may be changed as desired unless otherwise specified.

[0096] Furthermore, the components of the business support device 1 shown in the figure are conceptual functional components and do not necessarily have to have the physical configuration shown in the figure. For example, all or any part of the processing functions of the business support device 1, particularly the processing functions performed by the control unit 3, may be realized by a program interpreted and executed by the control unit 3 (CPU: Central Processing Unit), or may be realized by hardware using wired logic.

[0097] The program is recorded on a non-transitory computer-readable recording medium containing programmed instructions for causing the information processing device to execute the processes described in the embodiments, and is mechanically read by the business support device 1 as needed. That is, a computer program is recorded in the storage unit 2, such as a ROM or HDD, for working with an OS (Operating System) to give instructions to a control unit 3 (CPU) and perform various processes. The computer program is loaded into RAM, expanded, and executed by the control unit 3 as appropriate.

[0098] In addition, the business support program of this business support device 1 may be stored in another server device connected to the business support device 1 via any network, and all or part of it may be downloaded and executed as needed.

[0099] Furthermore, the business support program for executing the processes described in the embodiments may be stored in a non-transitory computer-readable recording medium, or may be configured as a program product.

[0100] Here, the "recording medium" can be any "portable physical medium" such as a memory card, a USB (Universal Serial Bus) memory, an SD (Secure Digital) card, a flexible disk, a magneto-optical disk, a ROM, an EPROM (Erasable Programmable Read Only Memory), an EEPROM (registered trademark) (Electrically Erasable and Programmable Read Only Memory), a CD-ROM (Compact Disk Read Only Memory), an MO (Magneto-Optical Disk), a DVD (Digital Versatile Disk), and a Blu-ray (registered trademark) Disc.

[0101] Furthermore, a "program" is a data processing method written in any language or description method, regardless of the format, such as source code or binary code.

[0102] It should be noted that a "program" is not necessarily limited to a single structure, but includes a structure that is distributed as multiple modules or libraries, and a structure that achieves its function by working together with other programs, such as an OS.

[0103] Furthermore, the specific configuration for reading the recording medium in the task support device 1 of the embodiment, the reading procedure, and the installation procedure after reading can be any known configuration or procedure.

[0104] The memory unit 2 is a storage means such as a memory device such as RAM or ROM, a fixed disk device such as a hard disk, a flexible disk, or an optical disk, and stores various programs, tables, databases, web page files, etc. used for various processes or providing websites.

[0105] The business support device 1 may be configured as an information processing device such as a known personal computer or a workstation, or may be configured as an information processing device connected to any peripheral device. The information processing device may be implemented with software (including programs or data) that realizes the processes described in the embodiments.

[0106] Furthermore, the specific forms of distribution and integration of the devices are not limited to those shown in the drawings, and all or part of them can be functionally or physically distributed or integrated in any unit depending on various additions or functional loads. In other words, the above-mentioned embodiments can be selectively implemented by combining them in any way. [Industrial Applicability]

[0107] The present invention can be applied to accounting work in various industries and companies, etc. In particular, it is suitable for application to accounting work in industries and companies, etc., where it is customary to add auxiliary information to forms. [Explanation of symbols]

[0108] 1 Business support equipment 2 Storage section 3. Control Unit 4. Communication interface section 5 Input / output interface section 6 Input Devices 7 Output Devices 11. Attached Information Characteristics Master Table 12 Attachment information definition master table 13. Report data storage unit 21. Attached information input screen display section 22 Memory control unit 23 Discrimination part 24 Display control unit 51 Header information button 52 Detail information button 53 Detail information button 54 Header information button 55 Detail information button

Claims

1. an attached information input screen display unit that, when displaying a first attached information input screen for inputting attached information related to commercial transaction information entered in a first form for accounting the commercial transaction, references an attached information setting storage unit in which attached type information indicating the type of attached information is stored in association with each form type information indicating the type of form for accounting, and displays an input field for attached information indicated by the attached type information associated with the type of the first form on a display unit, including the first attached information input screen; a storage control unit that stores the auxiliary information input via the first auxiliary information input screen in a form data storage unit together with the form type information and the auxiliary type information of the first form; a determination unit that, when displaying a second attached information input screen for inputting attached information related to commercial transaction information entered in a second form of a type different from the first form, acquires from the attached information setting storage unit the attached type information associated with the type of the first form stored in the form data storage unit and attached type information indicating the type of attached information associated with form type information indicating the type of the second form, and determines whether the two match; the attached information input screen display unit inputs and displays the attached information of the first form stored in the form data storage unit into an input field of the attached information on the second attached information input screen for which a match with the attached type information has been determined; A business support device characterized by the above.

2. the storage control unit stores the auxiliary information input via the second auxiliary information input screen in the form data storage unit together with the form type information and the auxiliary type information of the second form; 2. The business support device according to claim 1, wherein:

3. The attached information setting storage unit stores an input value category indicating an input form of each of the attached information indicated by each of the attached information type information, the storage control unit stores the auxiliary information input in the input format indicated by the input value category in the form data storage unit; 3. The business support device according to claim 2, wherein:

4. the attached information setting storage unit stores a header detail classification indicating whether the information is attached information to the header information of the transaction information or detail information of the transaction information, in association with the form type information and the attached type information, respectively; the determination unit determines that the attachment type information associated with the type of the first form and the attachment type information associated with the type of the second form match when the header detail classification and the attachment type information of the first form match the header detail classification and the attachment type information of the second form; 4. The business support device according to claim 1, wherein:

5. the storage control unit stores new attached information manually input by an operator into each of the attached information input fields of the first attached information input screen and the second attached information input screen in the form data storage unit, or updates existing attached information stored in the form data storage unit with the new attached information manually input by the operator; 5. The business support device according to claim 4, wherein:

6. an auxiliary information input screen display step in which, when the auxiliary information input screen display unit displays a first auxiliary information input screen for inputting auxiliary information related to commercial transaction information entered in a first form for accounting the commercial transaction, the auxiliary information input screen display unit references an auxiliary information setting storage unit in which auxiliary type information indicating the type of the auxiliary information is stored in association with each form type information indicating the type of the form for accounting, and displays an input field for the auxiliary information indicated by the auxiliary type information associated with the type of the first form on the display unit, including the first auxiliary information input screen; a storage control step in which a storage control unit stores the auxiliary information input via the first auxiliary information input screen in a form data storage unit together with the form type information and the auxiliary type information of the first form; a determination step in which, when a determination unit displays a second attached information input screen for inputting attached information related to commercial transaction information input to a second form of a type different from the first form, the determination unit obtains, from the attached information setting storage unit, the attached type information associated with the type of the first form stored in the form data storage unit and attached type information indicating the type of attached information associated with form type information indicating the type of the second form, and determines whether or not the two match; In the auxiliary information input screen display step, the auxiliary information of the first form stored in the form data storage unit is input into an input field of the auxiliary information on the second auxiliary information input screen for which a match with the auxiliary type information has been determined, and the input field is displayed. A business support method characterized by the above.

7. Computer, an attached information input screen display unit that, when displaying a first attached information input screen for inputting attached information related to commercial transaction information entered in a first form for accounting the commercial transaction, references an attached information setting storage unit in which attached type information indicating the type of attached information is stored in association with each form type information indicating the type of form for accounting, and displays an input field for attached information indicated by the attached type information associated with the type of the first form on a display unit, including the first attached information input screen; a storage control unit that stores the auxiliary information input via the first auxiliary information input screen in a form data storage unit together with the form type information and the auxiliary type information of the first form; When displaying a second attached information input screen for inputting attached information related to the commercial transaction information entered in a second form of a type different from the first form, the attached type information associated with the type of the first form stored in the form data storage unit and the attached type information indicating the type of attached information associated with form type information indicating the type of the second form are acquired from the attached information setting storage unit, and the device functions as a determination unit for determining whether or not the two match; When the computer is made to function as the attached information input screen display unit, the computer is made to function so as to input and display attached information of the first form stored in the form data storage unit into an input field of attached information on the second attached information input screen for which a match with the attached type information has been determined; A business support program that features:

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