Bill issuing apparatus, bill issuing method, and program

Abstract

To separately issue a flat memo / arrival notice and a bill in accordance with transaction contents.SOLUTION: In the present embodiment, the bill issuing apparatus includes a control unit, and includes an acquiring unit that acquires billing information in which a transaction item, a tax-included amount of the transaction item, document type information for setting a document type of a document to be issued to a transaction counterpart to any one of a qualified bill, an arrival notice, and a bill, and print information indicating whether or not to issue the document as a qualified bill are associated with each other for each transaction item related to import and export with the transaction counterpart, and an issuing unit that issues a qualified bill or an arrival notice, or a qualified bill or an arrival notice that is not a qualified bill according to the print information when the document type information of the transaction item is set to a qualified bill or an arrival notice, and issues a qualified bill when the document type information is set to a bill.SELECTED DRAWING: Figure 2

Description

[Technical Field]

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

[0002] An example of an invention for issuing invoices for logistics costs is the invoice issuing system disclosed in Patent Document 1. When exporting or importing cargo overseas by ship, this invoice issuing system calculates logistics costs by determining the cargo delivery route and saves the calculated logistics costs in a logistics cost management master file. When invoicing the cargo consignor for the logistics costs of the cargo, the administrator launches invoice processing software, extracts the logistics costs related to the cargo consignor from the logistics cost management master file, and automatically issues an invoice. [Prior art documents] [Patent documents]

[0003] [Patent Document 1] Japanese Patent Application Laid-Open No. 2002-312446 Summary of the Invention [Problem to be solved by the invention]

[0004] In the logistics industry, there is the Freight Memo, which details ocean freight charges for exports, and the Arrival Notice, which details import freight charges. These are issued by forwarders to shippers / consignees as invoices for ocean freight charges, and for charges unrelated to ocean freight charges, separate invoices may be issued to shippers / consignees. Freight Memos / Arrival Notices are also sometimes issued to shippers / consignees as detailed invoice documents, and have various uses depending on the nature of the transaction.

[0005] As such, forwarders' trading personnel may use freight memos / arrival notices and invoices depending on the transaction details. However, in the past, when trading personnel registered all transaction details, all of them were recorded in the freight memo / arrival notice. As a result, trading personnel were unable to record expenses that were not related to the ocean freight recorded in the freight memo / arrival notice. These unrecorded amounts must be communicated to the accounting department by trading personnel, but there is a risk that miscommunication could result in missed invoices.

[0006] The invoice issuing system disclosed in Patent Document 1 is limited to issuing invoices and does not have the function to issue freight memos / arrival notices. As a result, the person in charge of dealing with the shipper / consignee must create freight memos / arrival notices according to the content of the transaction, which is time-consuming.

[0007] The present invention has been made in consideration of the above, and aims to provide an invoice issuing device, an invoice issuing method, and a program that separately issues a freight memo / arrival notice and an invoice depending on the content of the transaction. [Means for solving the problem]

[0008] In order to solve the above-mentioned problems and achieve the object, the invoice issuing device of the present invention is an invoice issuing device including a control unit, wherein the control unit includes an acquisition means for acquiring billing information data that associates, for each transaction item relating to import / export with a trading partner, a transaction item, a tax-inclusive amount of the transaction item, form type information that sets the form type of a form for the transaction item to be issued to the trading partner to either a freight memo, an arrival notice, or an invoice, and print information that indicates whether the form is to be issued as a qualified invoice; and wherein the form type information for the transaction item included in the billing information data is set to either a freight memo or an arrival notice, and the print information is set to the form type of the form for the transaction item included in the billing information data. and an issuing means for issuing a freight memo or arrival notice that is a qualified invoice, stating the tax-inclusive amount of the transaction item if the information indicates that the transaction item should be issued as a qualified invoice; for issuing a freight memo or arrival notice that is not a qualified invoice, stating the tax-inclusive amount of the transaction item if the document type information for the transaction item included in the billing information data is set to a freight memo or arrival notice and the printed information indicates that the document should not be issued as a qualified invoice; and for issuing a qualified invoice stating the tax-inclusive amount of the transaction item if the document type information for the transaction item included in the billing information data is set to an invoice.

[0009] In addition, the invoice issuing device of the present invention may be equipped with a registration means for registering the transaction items, the amount including tax, the document type, and the printing information set by the transaction clerk on the order input screen in the invoice information data.

[0010] In addition, in the invoice issuing device of the present invention, the registration means may register, in association with the transaction items registered in the billing information data on the order input screen, transaction items added by an accounting staff member on the billing input screen, the tax-inclusive amount of the transaction items, and report type information that sets the report type of the transaction items to an invoice.

[0011] An invoice issuing method according to the present invention is an invoice issuing method executed by a control unit of an invoice issuing device equipped with a control unit, and includes an acquisition step of acquiring billing information data that associates, for each transaction item related to import / export with a trading partner, a transaction item, an amount including tax for the transaction item, form type information that sets the form type of a form for the transaction item to be issued to the trading partner to either a freight memo, an arrival notice, or an invoice, and print information that indicates whether the form is to be issued as a qualified invoice; and If the information is to be issued as an invoice, a freight memo or arrival notice is issued that is a qualified invoice, with the tax-inclusive amount of the transaction item written on it; if the document type information for the transaction item included in the billing information data is set to a freight memo or arrival notice and the printed information is information that does not cause the document to be issued as a qualified invoice, a freight memo or arrival notice is issued that is not a qualified invoice, with the tax-inclusive amount of the transaction item written on it; and if the document type information for the transaction item included in the billing information data is set to an invoice, a qualified invoice is issued that is not a qualified invoice, with the tax-inclusive amount of the transaction item written on it.

[0012] The program according to the present invention includes an acquisition step of acquiring billing information data for each transaction item relating to import / export with a trading partner, the transaction item, the tax-inclusive amount of the transaction item, form type information for setting the form type of a form for the transaction item to be issued to the trading partner to either a freight memo, an arrival notice, or an invoice, and print information indicating whether the form is to be issued as a qualified invoice, and when the form type information for the transaction item included in the billing information data is set to a freight memo or an arrival notice and the print information is information for issuing the form as a qualified invoice, the program executes the acquisition step of acquiring billing information data for the transaction item, the tax-inclusive amount of the transaction item, the form type information for setting the form type of a form for the transaction item to be issued to the trading partner to either a freight memo, an arrival notice, or an invoice, and print information indicating whether the form is to be issued as a qualified invoice. and issuing a freight memo or arrival notice that is a qualified invoice, stating the amount including tax for the transaction item, if the document type information for the transaction item included in the billing information data is set to a freight memo or arrival notice and the printed information is information that will not cause the document to be issued as a qualified invoice, issuing a freight memo or arrival notice that is not a qualified invoice, stating the amount including tax for the transaction item, if the document type information for the transaction item included in the billing information data is set to an invoice. [Effects of the Invention]

[0013] According to the present invention, it is possible to issue a freight memo / arrival notice and an invoice separately depending on the content of the transaction. [Brief explanation of the drawings]

[0014] [Figure 1] FIG. 1 is a diagram showing a conventional flow of issuing a freight memo / arrival notice and an invoice. [Figure 2] FIG. 2 is a block diagram showing an example of the configuration of the invoice issuing device according to the embodiment. [Figure 3] FIG. 3 is a diagram illustrating an example of billing information data according to the embodiment. [Figure 4]FIG. 4 is a diagram showing an example of a flow of issuing a freight memo / arrival notice and a qualified invoice according to the embodiment. [Figure 5] FIG. 5 is a diagram illustrating an example of an order entry screen according to the embodiment. [Figure 6] FIG. 6 is a diagram showing an example of a freight memo / arrival notice issuance screen according to the embodiment. [Figure 7] FIG. 7 is a diagram showing an example of a bill input screen according to the embodiment. [Figure 8] FIG. 8 is a diagram illustrating an example of billing information data according to the embodiment. [Figure 9] FIG. 9 is a diagram showing an example of the invoice issuance screen according to the embodiment. [Figure 10] FIG. 10 is a diagram showing an example of a flow of issuing a freight memo / arrival notice and a qualified invoice according to the embodiment. [Figure 11] FIG. 11 is a diagram illustrating an example of an order input screen according to the embodiment. [Figure 12] FIG. 12 is a diagram illustrating an example of billing information data according to the embodiment. [Figure 13] FIG. 13 is a diagram showing an example of a freight memo / arrival notice issuance screen according to the embodiment. [Figure 14] FIG. 14 is a diagram showing an example of a bill input screen according to the embodiment. [Figure 15] FIG. 15 is a diagram illustrating an example of billing information data according to the embodiment. [Figure 16] FIG. 16 is a diagram showing an example of the invoice issuance screen according to the embodiment. DETAILED DESCRIPTION OF THE INVENTION

[0015] Hereinafter, embodiments of a bill issuing device, a bill issuing method, and a program according to the present invention will be described in detail with reference to the accompanying drawings. However, the present invention is not limited to these embodiments.

[0016] [1. Overview] The person in charge of transactions with shippers / consignees at a forwarder may issue a freight memo / arrival notice to the shipper / consignee as an invoice for ocean freight charges related to imports and exports. Expenses unrelated to ocean freight charges are not invoiced in a freight memo / arrival notice, so for invoices for expenses unrelated to ocean freight charges, an invoice is issued separately by the accounting department to the shipper / consignee. Additionally, the person in charge of transactions at a forwarder may issue a freight memo / arrival notice to the shipper / consignee as a breakdown document for the invoice, and the forwarder's accounting department may issue a separate invoice.

[0017] Previously, when a forwarder's trading representative with a shipper / consignee issued a freight memo / arrival notice as an invoice for ocean freight, as shown in Figure 1, the accounting department would communicate the invoice details for expenses not related to ocean freight to the accounting department, who would then issue the invoice to the shipper / consignee. In this case, even if the trading representative was aware of the expenses not related to ocean freight, they would not be able to include them in the freight memo / arrival notice. Furthermore, if there was a communication error from the trading representative to the accounting department, an invoice would be missed. Furthermore, the accounting department had to receive the invoice details, enter them, and issue the invoice, which placed a heavy burden on the accounting department.

[0018] Therefore, in this embodiment, we provide an invoice issuing device, an invoice issuing method, and a program that allow a forwarder's trading clerk to input information regarding the issuance of a freight memo / arrival notice and an invoice to be issued according to the transaction details. The specific configuration and operation are described below.

[0019] [2. Configuration] An example of the configuration of the invoice issuing device 100 according to this embodiment will be described with reference to Fig. 2. Fig. 2 is a block diagram showing an example of the configuration of the invoice issuing device 100 according to this embodiment. The invoice issuing device 100 is a device that issues, for example, freight memos / arrival notices related to the transportation of cargo and qualified invoices. The invoice issuing device 100 is installed, for example, at the business premises of a company that transports cargo.

[0020] The invoice issuing device 100 is, for example, a commercially available desktop personal computer. However, the invoice issuing device 100 is not limited to a stationary information processing device such as a desktop personal computer, and may be a portable information processing device such as a commercially available notebook personal computer, PDA (Personal Digital Assistant), smartphone, or tablet personal computer.

[0021] The invoice issuing device 100 comprises a control unit 102, a communication interface unit 104, a memory unit 106, and an input / output interface unit 108. Each unit of the invoice issuing device 100 is connected to each other so that they can communicate with each other via any communication path.

[0022] The communication interface unit 104 communicably connects the invoice issuing device 100 to the network 300 via a communication device such as a router and a wired or wireless communication line such as a dedicated line. The communication interface unit 104 has a function of communicating data with other devices via a communication line. Here, the network 300 has a function of connecting the invoice issuing device 100 and the server 200 so that they can communicate with each other, and is, for example, the Internet or a LAN (Local Area Network). Note that the data stored in the memory unit 106 may also be stored in the server 200, for example.

[0023] An input device 112 and an output device 114 are connected to the input / output interface unit 108. The output device 114 may be a monitor (including a home television), a speaker, or a printer. The input device 112 may be a keyboard, a mouse, a microphone, or a monitor that cooperates with a mouse to achieve a pointing device function. In the following, the output device 114 may be referred to as the monitor 114, and the input device 112 may be referred to as the keyboard 112 or the mouse 112.

[0024] The storage unit 106 stores various databases, tables, files, etc. The storage unit 106 stores computer programs that cooperate with an OS (Operating System) to issue instructions to a CPU (Central Processing Unit) to perform various processes. The storage unit 106 may be, for example, a memory device such as a RAM (Random Access Memory) or a ROM (Read Only Memory), a fixed disk device such as a hard disk, a flexible disk, or an optical disk. The storage unit 106 stores, for example, a billing information data table 106a, which is an example of billing information data.

[0025] 3 shows an example of the contents of billing information data table 106a. Billing information data table 106a is a table containing data related to the costs billed to shippers / consignees for imports / exports, the issuance of freight memos / arrival notices, and the issuance of qualified invoices. Billing information data table 106a contains information such as the accounting number, invoice number, line number, invoice date, invoice recipient, item, tax classification, amount excluding tax, consumption tax amount, amount including tax, form type, qualified invoice printing, and invoice printing target flag.

[0026] The control unit 102 is a CPU or the like that performs overall control of the invoice issuing device 100. The control unit 102 has an internal memory for storing control programs such as an OS, programs that define various processing procedures, and required data, and executes various information processing operations based on these stored programs. Functionally, the control unit 102 is equipped with an acquisition unit 102a, a registration unit 102b, and an issuing unit 102c.

[0027] The acquisition unit 102 a as an acquisition unit acquires billing information data stored in the storage unit 106 .

[0028] The registration unit 102b as a registration means registers information input on an order input screen or a billing input screen, which will be described later, in a billing information data table 106a.

[0029] The issuing unit 102c as an issuing means issues a freight memo, an arrival notice, or a qualified invoice from the output device 114 based on the billing information data table 106a.

[0030] [3. Specific examples of processing] Here, a specific example of the processing executed by the bill issuing device 100 will be described with reference to the drawings.

[0031] (3-1) Example of processing when issuing a Freight Memo / Arrival Notice as a qualified invoice First, we will explain an example of the process when a forwarder issues a freight memo / arrival notice to a shipper / consignee as a qualified invoice. Figure 4 shows an example of the issuance flow for a freight memo / arrival notice and a qualified invoice. In the issuance flow shown in Figure 4, when transporting cargo, the shipper / consignee is charged ocean freight, fuel costs, and container drayage fees for transporting the container.

[0032] 4 for the shipper / consignee, the trader operates the input device 112 to input information related to the invoice to the shipper / consignee on the order entry screen displayed on the output device 114. Figure 5 shows an example of the order entry screen on which the trader has entered information related to the invoice to the shipper / consignee for the transaction details shown in Figure 4.

[0033] The trader operates the input device 112 to select "export" in the import / export section of the order entry screen if the trading partner will be exporting, or select "export" if the trading partner will be importing. In addition, if the trading partner is to issue a freight memo / arrival notice as a qualified invoice, the trader operates the input device 112 to check the qualified invoice printing section.

[0034] The trading clerk also operates input device 112 to input the line number, billing date, billing destination, item, tax classification, amount excluding tax, and form type for each breakdown of ocean freight, fuel, and container drayage charges to be billed to the shipper / consignee on the order entry screen. Here, for items for which a qualified invoice is issued in the freight memo / arrival notice, the trading clerk operates input device 112 to select "freight memo" in the form type column in the case of export, and "arrival notice" in the form type column in the case of import. Furthermore, for items for which a qualified invoice is to be issued by the accounting department and which are not printed on the freight memo / arrival notice, the trading clerk operates input device 112 to select "invoice" in the form type column.

[0035] When the tax-excluded amount is entered on the order entry screen, the invoice issuing device 100 automatically calculates and displays the consumption tax amount and the tax-inclusive amount. In addition, if the qualified invoice printing column is checked, the invoice issuing device 100 adjusts the consumption tax amount for each type of document to be issued.

[0036] For example, in the case of the transaction shown in Figure 4, the consumption tax amount for the ocean freight alone is "3,000," and the consumption tax amount for the fuel fee alone is "6,000," so the total amount of the ocean freight alone (tax-inclusive amount: "33,006") and the fuel fee alone (tax-inclusive amount: "66,009") is "99,015." However, the consumption tax amount for the total amount of the ocean freight excluding tax and the fuel fee excluding tax ("90,015") is "9,001," and the total amount including tax is "99,016," so the invoice issuing device 100 automatically adjusts the total amount including tax for the ocean freight and the fuel fee to "99,016."

[0037] When the transaction clerk finishes inputting information into the order input screen and clicks the register button on the screen, the invoice issuing device 100 stores the inputted information in the invoice information data table 106a as shown in Figure 3. Here, the invoice issuing device 100 automatically assigns an accounting number and an invoice number.

[0038] For example, if the import / export item on the order entry screen is "export," the invoice issuing device 100 assigns "HBLNO" to the first five digits of the automatically assigned accounting number, and if the import / export item is "import," the invoice issuing device 100 assigns "DONO" to the first four digits of the automatically assigned accounting number. The invoice issuing device 100 also sets the "qualified invoice printing" column to "true" if a check mark is placed on the order entry screen. The invoice issuing device 100 also sets the "invoice printing target flag" column to "false" at the time of registration on the order entry screen. The invoice issuing device 100 also automatically adds the adjusted 1 yen to the consumption tax amount on the fuel cost, making the consumption tax amount on the fuel cost "6,001," and the tax-inclusive amount on the fuel cost "66,010."

[0039] Next, when issuing a freight memo or arrival notice as a qualified invoice, the transactor operates the input device 112 to perform the qualified invoice issuance operation on the freight memo / arrival notice issuance screen displayed on the output device 114. Figure 6 is an example of the freight memo / arrival notice issuance screen displayed on the output device 114 for issuing a freight memo / arrival notice.

[0040] On this screen, the trader selects "Export" in the import / export section of the screen if the trading partner will be exporting, and selects "Export" if the trading partner will be importing. For example, when issuing a freight memo for the export-related information entered on the order entry screen shown in Figure 5, the trader selects "Export" on the issue screen shown in Figure 6.

[0041] When "Export" is selected on the issuance screen shown in Figure 6, the invoice issuing device 100 obtains the invoice number and invoice destination from the row in the invoice information data table 106a whose first five digits are "HBLNO" and displays them on the freight memo / arrival notice issuance screen. Also, when "Export" is selected on the freight memo / arrival notice issuance screen shown in Figure 6, the invoice issuing device 100 obtains information in the qualified invoice printing column from the row in the invoice information data table 106a whose first five digits are "HBLNO" and whose form type is "freight memo," and if the obtained information is "true," it displays a check mark in the qualified invoice printing column, and if the obtained information is "false," it does not display a check mark in the qualified invoice printing column.

[0042] When the billing number and billing destination are displayed on the issuance screen, the transaction clerk uses the input device 112 to check the "Issue for" column for the billing number for which a freight memo is to be issued. Next, when the transaction clerk clicks the "Register" button on the issuance screen, the invoice issuing device 100 retrieves information for the row that stores the billing number for which a check mark has been set from the billing information data table 106a, and issues the freight memo based on the retrieved information.

[0043] Here, on the issuance screen shown in Figure 6, the invoice number of the row with a check mark is "TKSQ2405001," so the invoice issuing device 100 obtains the information on the first and second rows in the invoice information data table 106a shown in Figure 3, where "freight memo" is stored in the column for form type, and issues the freight memo shown in Figure 4 on the output device 114. Note that in the invoice information data table 106a shown in Figure 3, the row with the invoice number "TKSQ2405001" has the column for qualified invoice printing set to "true," so the invoice issuing device 100 prints "qualified invoice" on the freight memo to be issued, as shown in Figure 4.

[0044] When the transaction details are stored in the billing information data table 106a by the transaction clerk, in the accounting department, the accounting clerk enters billing information into the items in the row where the form type is set to "invoice" on the order entry screen.

[0045] Figure 7 is a diagram showing an example of a billing input screen on which an accounting clerk inputs billing information for a container drayage fee whose accounting number is "HBLNO2405001" that was input by a trading clerk on the order entry screen shown in Figure 5. The invoice issuing device 100 displays on the billing input screen information for the row in the billing information data table 106a where the accounting number is "HBLNO2405001", the column for qualified invoice printing is "true", and the column for form type is "invoice", or the column for qualified invoice printing is "false".

[0046] For example, in the case of the billing information data table 106a shown in Fig. 3, the invoice issuing device 100 obtains the information in the third row and displays it in the first row of the billing details as shown in Fig. 7. If a "storage fee" is included as an item to be billed related to the displayed item, the accounting staff enters the related item to be billed in the column of the billing details on the billing input screen as shown in Fig. 7.

[0047] Here, the invoice issuing device 100 automatically calculates the consumption tax amount and the amount including tax based on the amount excluding tax. For example, in the example shown in Figure 7, the consumption tax amount for the handling fee alone is "5,000," and the consumption tax amount for the storage fee alone is "3,000," so the total amount of the loading and unloading fee alone including tax, "55,009," and the storage fee alone including tax, "33,003," is "88,012." However, the consumption tax amount for the total amount of the loading and unloading fee and the storage fee excluding tax, "80,012," is "8,001," and the amount including tax of this total is "88,013," so the invoice issuing device 100 automatically adjusts the total amount including tax to "108,013."

[0048] When the accounting staff member finishes inputting information into the billing input screen and clicks the register button on the screen, the invoice issuing device 100 stores the input information in the billing information data table 106a as shown in Figure 8. At this point, the invoice issuing device 100 automatically assigns an accounting number and a billing number.

[0049] For example, for items entered by the accounting staff, the invoice issuing device 100 adds "SEINO" to the first five digits of the automatically assigned accounting number. Furthermore, for the "Qualified invoice printing" column and the "Invoice printing target flag" column, the invoice issuing device 100 stores the same information as the information in the first row obtained from the invoice information data table 106a in the second and third rows. Furthermore, for the consumption tax amount, the invoice issuing device 100 automatically adds the adjusted 1 yen to the consumption tax amount on the handling fee, making the consumption tax amount on the handling fee "5,001," and the tax-inclusive amount of the handling fee "55,010."

[0050] Next, when the accounting staff wishes to issue a qualified invoice for the entered information, they operate the input device 112 and perform the invoice issuance operation on the invoice issuance screen for issuing a qualified invoice, which is displayed on the output device 114. Figure 9 is an example of the invoice issuance screen for issuing a qualified invoice, which is displayed on the output device 114.

[0051] When the invoice issuing device 100 displays the invoice issuance screen, it displays the invoice number and invoice recipient for the row in the invoice information data table 106a where the invoice printing target flag is true. On this screen, the accounting staff operates the input device 112 to check the issuance target column for the invoice number for which a qualified invoice is to be issued, as shown in Figure 9, and then clicks the print button on the invoice issuance screen.

[0052] When this operation is performed, the invoice issuing device 100 retrieves from the invoice information data table 106a information on the row that stores the checkmarked invoice number and whose first five digits of the accounting number are "SEINO," and issues a qualified invoice based on the retrieved information. When a checkmark is placed on the row with the invoice number "TKSQ2405002" on the invoice issuance screen, as shown in Figure 9, the invoice issuing device 100 retrieves information on the fourth and fifth rows with the invoice number "TKSQ2405002" from the invoice information data table 106a, and issues the qualified invoice shown in Figure 4.

[0053] (3-2) Example of processing when issuing a Freight Memo / Arrival Notice as a breakdown document Next, we will explain an example of the process when a forwarder issues a freight memo / arrival notice as detailed documentation. Figure 10 is a diagram showing an example of the issuance flow for a freight memo / arrival notice and a qualified invoice. In the issuance flow shown in Figure 10, when transporting cargo, the shipper / consignee is charged for ocean freight, fuel costs, and container drayage fees for transporting the container.

[0054] 10 for the shipper / consignee, the trader operates the input device 112 to input information related to the invoice to the shipper / consignee on the order entry screen displayed on the output device 114. Fig. 11 is a diagram showing an example of the order entry screen on which the trader has entered information related to the invoice to the shipper / consignee for the transaction details shown in Fig. 10.

[0055] When issuing a freight memo / arrival notice as a breakdown document, the trader uses the input device 112 to uncheck the "Qualified invoice printing" item. The trader also uses the input device 112 to enter the line number, invoice date, invoice recipient, item, tax category, amount excluding tax, and form type for each breakdown of ocean freight, fuel, and container drayage charges to be invoiced to the shipper / consignee on the order entry screen. For items for which a freight memo / arrival notice is to be issued, the trader uses the input device 112 to select "Freight Memo" in the form type column in the case of exports, and "Arrival Notice" in the form type column in the case of imports. For items for which a qualified invoice is to be issued by the accounting department, the trader also uses the input device 112 to select "Invoice" in the form type column.

[0056] When the tax-excluded amount is entered on the order entry screen, the invoice issuing device 100 automatically calculates and displays the consumption tax amount and tax-inclusive amount. When the transaction clerk finishes entering information on the order entry screen and clicks the register button on the screen, the invoice issuing device 100 stores the entered information in the invoice information data table 106a as shown in Figure 12. Here, the invoice issuing device 100 automatically assigns an accounting number and an invoice number. Furthermore, the invoice issuing device 100 sets the qualified invoice printing column to "false" if the check box is not checked on the order entry screen. Furthermore, the invoice issuing device 100 sets the invoice printing target flag column to "false" when registration is made on the order entry screen.

[0057] Next, when issuing a freight memo or arrival notice as a breakdown document, the trader operates the input device 112 to issue the freight memo or arrival notice on the freight memo / arrival notice issuance screen displayed on the output device 114. Figure 13 shows an example of the freight memo / arrival notice issuance screen displayed on the output device 114 for issuing a freight memo / arrival notice.

[0058] For example, when issuing a freight memo for the export-related information entered on the order entry screen shown in FIG. 11, the person in charge of the transaction selects "Export" on the issuance screen shown in FIG. 13. When "Export" is selected on the issuance screen shown in FIG. 13, the invoice issuing device 100 acquires the invoice number and invoice destination from the row in the billing information data table 106a whose first five digits are "HBLNO" and displays them on the freight memo / arrival notice issuance screen. When "Export" is selected on the freight memo / arrival notice issuance screen shown in FIG. 6, the invoice issuing device 100 acquires information in the qualified invoice printing column from the row in the billing information data table 106a whose first five digits are "HBLNO" and whose form type is "Freight Memo." If the acquired information is "true," a check mark is displayed in the qualified invoice printing column. If the acquired information is "false," a check mark is not displayed in the qualified invoice printing column.

[0059] When the billing number and billing destination are displayed on the issuance screen, the transaction clerk uses the input device 112 to check the "Issue for" column for the billing number for which a freight memo is to be issued. Next, when the transaction clerk clicks the "Register" button on the issuance screen, the invoice issuing device 100 retrieves information for the row that stores the billing number for which a check mark has been set from the billing information data table 106a, and issues the freight memo based on the retrieved information.

[0060] Here, on the issuance screen shown in Figure 13, the invoice number of the row with a check mark is "TKSQ2405003," so the invoice issuing device 100 obtains the information on the sixth and seventh rows in the invoice information data table 106a shown in Figure 12, where "freight memo" is stored in the column for form type, and issues the freight memo shown in Figure 10 on the output device 114. Note that in the invoice information data table 106a shown in Figure 12, the row with the invoice number "TKSQ2405003" has "false" in the column for qualified invoice printing, so the invoice issuing device 100 does not print "qualified invoice" as shown in Figure 10 on the freight memo to be issued, but instead prints "for breakdown document use."

[0061] When the transaction details are stored in the billing information data table 106a by the transaction clerk, in the accounting department, the accounting clerk enters billing information into the items in the row where the form type is set to "invoice" on the order entry screen.

[0062] Figure 14 is a diagram showing an example of a billing input screen on which an accounting clerk inputs billing information for a container drayage charge whose accounting number is "HBLNO2405002" that was input by a trading clerk on the order entry screen shown in Figure 11. The invoice issuing device 100 displays on the billing input screen information for the row in the billing information data table 106a where the accounting number is "HBLNO2405002", the column for qualified invoice printing is "true", and the column for form type is "invoice", or the column for qualified invoice printing is "false".

[0063] For example, in the case of the billing information data table 106a shown in Fig. 12, the invoice issuing device 100 obtains the information on the sixth, seventh, and eighth lines and displays it on the first, second, and third lines of the billing details as shown in Fig. 14. If there is a "storage fee" as an item to be billed related to the displayed items, the accounting staff enters the related item to be billed in the billing details field on the billing input screen as shown in Fig. 14.

[0064] Here, the invoice issuing device 100 automatically calculates the consumption tax amount and the amount including tax according to the amount excluding tax. For example, in the example shown in Figure 14, the consumption tax amount for the ocean freight alone is "6,000," the consumption tax amount for the fuel fee alone is "8,000," and the consumption tax amount for the container drayage fee alone is "4,000," so the total amount of the ocean freight alone including tax "66,006," the fuel fee alone including tax "88,008," and the container drayage fee alone including tax "44,000" is "198,014." However, the consumption tax amount on the total amount of the container drayage fee excluding tax, the fuel fee excluding tax, and the container drayage fee excluding tax, "180,014", is "18,001", and the amount including tax on this total is "198,015", so the invoice issuing device 100 automatically adjusts the total amount including tax to "208,015".

[0065] When the accounting staff finishes inputting information into the billing input screen and clicks the "Register" button on the screen, the invoice issuing device 100 stores the input information in the billing information data table 106a as shown in Figure 15. Here, the invoice issuing device 100 automatically assigns an accounting number and a billing number.

[0066] For example, for items entered by the accounting staff, the invoice issuing device 100 adds "SEINO" to the first five digits of the accounting number that is automatically assigned. The invoice issuing device 100 also stores "true" in the 9th to 12th rows for the qualified invoice printing column and the invoice printing target flag column. The invoice issuing device 100 also automatically adds the adjusted 1 yen to the consumption tax amount on the fuel cost, making the consumption tax amount on the fuel cost "8,001," and the tax-inclusive amount on the fuel cost "88,009."

[0067] Next, when the accounting staff wishes to issue a qualified invoice for the entered information, they operate the input device 112 and perform the invoice issuance operation on the invoice issuance screen for issuing a qualified invoice, which is displayed on the output device 114. Figure 16 is an example of the invoice issuance screen for issuing a qualified invoice, which is displayed on the output device 114.

[0068] When the invoice issuing device 100 displays the invoice issuance screen, it displays the invoice number and invoice recipient for the row in the invoice information data table 106a where the invoice printing target flag is true. On this screen, the accounting staff operates the input device 112 to check the issuance target column for the invoice number for which a qualified invoice is to be issued, as shown in Figure 16, and then clicks the print button on the invoice issuance screen.

[0069] When this operation is performed, the invoice issuing device 100 retrieves from the invoice information data table 106a information on the row that stores the checkmarked invoice number and whose first five digits are "SEINO," and issues a qualified invoice based on the retrieved information. When a checkmark is placed on the row with the invoice number "TKSQ2405005" on the invoice issuance screen, as shown in Figure 16, the invoice issuing device 100 retrieves information on rows 9 to 12 with the invoice number "TKSQ2405005" from the invoice information data table 106a, and issues the qualified invoice shown in Figure 10.

[0070] [4. Effects of the embodiment] According to this embodiment, businesses importing and exporting cargo can flexibly issue freight memos / arrival notices and qualified invoices depending on the transaction. Furthermore, in this embodiment, invoices recorded as invoices to be printed can be expanded and added or revised by accounting personnel in subsequent processing by the transaction personnel, eliminating the need for communication between the transaction personnel and accounting personnel, reducing the number of missed invoices due to miscommunication. Accounting personnel can also decentralize their receivables recording tasks, improving work efficiency. Furthermore, this embodiment performs rounding of consumption tax for each freight memo / arrival notice and invoice, allowing them to be used as qualified invoices. In addition, freight memos / arrival notices can be issued as non-qualified invoices, making it possible to determine whether they were sent as invoice breakdown documents.

[0071] [5. Contribution to the United Nations-led Sustainable Development Goals (SDGs)] This embodiment can contribute to improving business efficiency and promoting appropriate management decisions by companies, thereby contributing to the achievement of SDGs Goals 8 and 9.

[0072] Furthermore, this embodiment can contribute to reducing waste and promoting paperless and electronic systems, thereby contributing to the achievement of SDGs Goals 12, 13, and 15.

[0073] Furthermore, this embodiment can contribute to strengthening control and governance, which can contribute to the achievement of Goal 16 of the SDGs.

[0074] 6. Other Embodiments The present invention may be implemented in various different embodiments other than those described above within the scope of the technical concept set forth in the claims.

[0075] For example, among the processes described in the embodiments, all or part of the processes described as being performed automatically can be performed manually, or all or part of the processes described as being performed manually can be performed automatically using known methods.

[0076] Furthermore, the processing procedures, control procedures, specific names, information including parameters such as registered data and search conditions for each process, screen examples, and database configurations shown in this specification and drawings can be changed as desired unless otherwise specified.

[0077] Furthermore, with regard to the bill issuing device 100, the components shown in the figures are functional concepts, and do not necessarily have to be physically configured as shown in the figures.

[0078] For example, all or any part of the processing functions of the invoice issuing device 100, particularly the processing functions performed by the control unit 102, may be implemented by a CPU and a program interpreted and executed by the CPU, or may be implemented as hardware using wired logic. The program is recorded on a non-transitory computer-readable recording medium containing programmed instructions for causing the business support device to execute the processes described in this embodiment, and is mechanically read by the invoice issuing device 100 as needed. That is, a computer program for issuing instructions to the CPU in cooperation with the OS and performing various processes is recorded in a storage unit such as a ROM or HDD (Hard Disk Drive). This computer program is executed by being loaded into RAM, and cooperates with the CPU to form the control unit 102.

[0079] This computer program may also be stored in an application program server connected to the bill issuing device 100 via any network, and all or part of it may be downloaded as needed.

[0080] Furthermore, the program for executing the processes described in this embodiment may be stored in a non-transitory computer-readable recording medium or configured as a program product. Here, the term "recording medium" includes any "portable physical medium" such as a memory card, a Universal Serial Bus (USB) memory, a Secure Digital (SD) card, a flexible disk, a magneto-optical disk, a ROM, an Erasable Programmable Read Only Memory (EPROM), an Electrically Erasable and Programmable Read Only Memory (EEPROM (registered trademark)), a Compact Disk Read Only Memory (CD-ROM), a Magneto-Optical disk (MO), a Digital Versatile Disk (DVD), and a Blu-ray (registered trademark) disc.

[0081] 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. Note that a "program" is not necessarily limited to a single structure, but also includes a structure that is distributed as multiple modules or libraries, or a structure that achieves its function by cooperating with a separate program, such as an OS. Note that the specific configuration and reading procedure for reading a recording medium in each device shown in the embodiments, as well as the installation procedure after reading, can use well-known configurations and procedures.

[0082] The various databases stored in the memory unit 106 are storage means such as memory devices such as RAM and ROM, fixed disk devices such as hard disks, flexible disks, and optical disks, and store various programs, tables, databases, and web page files used for various processes and providing websites.

[0083] The invoice issuing device 100 may be configured as a business support device such as a known personal computer or workstation, or may be configured as the invoice issuing device 100 connected to any peripheral device. The invoice issuing device 100 may also be realized by installing software (including programs, data, etc.) that causes the invoice issuing device 100 to perform the processes described in this embodiment.

[0084] Furthermore, the specific form of distribution and integration of the devices is not limited to that shown in the drawings, and all or part of them can be configured by functionally or physically distributing and integrating them in any unit depending on various additions or function additions. In other words, the above-described embodiments can be implemented in any combination, or embodiments can be implemented selectively. [Industrial Applicability]

[0085] The present invention is useful for businesses that import and export cargo transportation. [Explanation of symbols]

[0086] 100 Bill issuing device 102 Control section 102a Acquisition Department 102b Registration Department 102c Publishing Department 104 Communication interface unit 106 Storage section 106a Billing Information Data Table 108 Input / Output Interface Section 112 Input Device (Keyboard) 114 Output device (monitor) 200 servers 300 Network

Claims

1. A bill issuing device including a control unit, The control unit an acquisition means for acquiring billing information data that associates, for each transaction item related to imports and exports with a trading partner, the transaction item, the tax-inclusive amount of the transaction item, form type information that sets the form type of the form for the transaction item to be issued to the trading partner to either a freight memo, arrival notice, or invoice, and print information that indicates whether the form is to be issued as a qualified invoice; issuance means for issuing a freight memo or arrival notice that is a qualified invoice, when the form type information for the transaction item included in the billing information data is set to a freight memo or arrival notice and the print information is information for issuing the form as a qualified invoice, and for issuing a freight memo or arrival notice that is a qualified invoice and states the amount including tax for the transaction item, when the form type information for the transaction item included in the billing information data is set to a freight memo or arrival notice and the print information is information for not issuing the form as a qualified invoice, and for issuing a freight memo or arrival notice that is not a qualified invoice and states the amount including tax for the transaction item, when the form type information for the transaction item included in the billing information data is set to an invoice; A bill issuing device comprising:

2. A registration means for registering the transaction items, the amount including tax, the form type, and the print information set on the order entry screen by the person in charge of the transaction into the billing information data. The bill issuing device according to claim 1.

3. The registration means registers, in association with the transaction items registered in the billing information data on the order entry screen, transaction items added by an accounting staff member on the billing entry screen, amounts including tax of the transaction items, and form type information for setting the form type of the transaction items to an invoice. The bill issuing device according to claim 2.

4. A bill issuing method executed by a control unit of a bill issuing device including a control unit, an acquisition step for acquiring billing information data that associates, for each transaction item related to imports and exports with a trading partner, the transaction item, the tax-inclusive amount of the transaction item, form type information that sets the form type of the form for the transaction item to be issued to the trading partner to either a freight memo, an arrival notice, or an invoice, and print information that indicates whether the form is to be issued as a qualified invoice; an issuing step of issuing a freight memo or arrival notice that is a qualified invoice, when the form type information of the transaction item included in the billing information data is set to a freight memo or arrival notice and the print information is information for issuing the form as a qualified invoice, and issuing a freight memo or arrival notice that is a qualified invoice and states the amount including tax of the transaction item, when the form type information of the transaction item included in the billing information data is set to a freight memo or arrival notice and the print information is information for not issuing the form as a qualified invoice, and issuing a freight memo or arrival notice that is not a qualified invoice and states the amount including tax of the transaction item, when the form type information of the transaction item included in the billing information data is set to an invoice; An invoice issuing method comprising:

5. On the computer, an acquisition step for acquiring billing information data that associates, for each transaction item related to imports and exports with a trading partner, the transaction item, the tax-inclusive amount of the transaction item, form type information that sets the form type of the form for the transaction item to be issued to the trading partner to either a freight memo, an arrival notice, or an invoice, and print information that indicates whether the form is to be issued as a qualified invoice; an issuing step of issuing a freight memo or arrival notice that is a qualified invoice, when the form type information of the transaction item included in the billing information data is set to a freight memo or arrival notice and the print information is information for issuing the form as a qualified invoice, and issuing a freight memo or arrival notice that is a qualified invoice and states the amount including tax of the transaction item, when the form type information of the transaction item included in the billing information data is set to a freight memo or arrival notice and the print information is information for not issuing the form as a qualified invoice, and issuing a freight memo or arrival notice that is not a qualified invoice and states the amount including tax of the transaction item, when the form type information of the transaction item included in the billing information data is set to an invoice; A program to execute.

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