Management system, management server, and management method

Abstract

To provide a management system capable of easily managing item information.SOLUTION: A management system SY according to the present invention is a management system that manages a plurality of pieces of project information, the management system being configured to associate a status with each piece of project information, the management system including a control unit that generates, based on registration of a drawing corresponding to one product in a storage unit, one piece of project information for identifying a manufacturing request for the one product to be manufactured in accordance with the drawing, and associates a pre-estimate ST with the generated one piece of project information, when an estimation sheet corresponding to one piece of matter information is prepared (S42), a pre-estimation ST associated with the one piece of matter information is changed to a post-estimation ST (S43), and the matter information is provided to a user in such a form that the user can distinguish the pre-estimation ST from the post-estimation ST (S44).SELECTED DRAWING: Figure 15

Description

[Technical Field]

[0001] The present invention relates to a technique for managing case information. [Background technology]

[0002] Patent Document 1 discloses a technique for managing case information. [Prior art documents] [Patent documents]

[0003] [Patent Document 1] JP 2023-73641 A Summary of the Invention [Problem to be solved by the invention]

[0004] There has long been a demand for something that allows for easy management of case information.

[0005] The present invention has been made in view of the above-mentioned points, and an object of the present invention is to provide a management system, a management server, and a management method that can easily manage case information. [Means for solving the problem]

[0006] As a solution to achieve the above objectives, The management system of the present invention comprises: A management system for managing multiple pieces of project information, A control unit and a storage unit are provided, The control unit generating one piece of said case information specifying a manufacturing request for one object to be manufactured in accordance with a drawing corresponding to the one object based on the registration of the drawing in the storage unit; Associating a first status with the generated first item of project information; Based on the creation of a specific document corresponding to the one case information, the first status associated with the one case information is changed to a second status corresponding to the status next to the first status, The case information is provided to the user in a manner that allows the user to distinguish between the first status and the second status. It is characterized by:

[0007] As a solution to achieve the above objectives, The management server of the present invention comprises: A management server for managing a plurality of pieces of project information, A control unit and a storage unit are provided, The control unit generating one piece of said case information specifying a manufacturing request for one object to be manufactured in accordance with a drawing corresponding to the one object based on the registration of the drawing in the storage unit; Associating a first status with the generated first item of project information; Based on the creation of a specific document corresponding to the one case information, the first status associated with the one case information is changed to a second status corresponding to the status next to the first status, The case information is provided to the user in a manner that allows the user to distinguish between the first status and the second status. It is characterized by:

[0008] As a solution to achieve the above objectives, The management method of the present invention includes: a step of generating one piece of said case information specifying a manufacturing request for one object to be manufactured in accordance with a drawing corresponding to the one object, based on the drawing being registered in a storage unit; Associating a first status with the generated one piece of case information; a step of changing the first status associated with the one piece of case information to a second status corresponding to the next status of the first status based on the creation of a specific document associated with the one piece of case information; and controlling the display of the one case information in a display area of ​​a user terminal used by the user in a manner that allows the user to distinguish between the first status and the second status. It is characterized by:

[0009] As a solution to achieve the above objectives, The management system of the present invention comprises: A management system for managing multiple pieces of project information, The one piece of project information is information that identifies a manufacturing request for the one object to be manufactured in accordance with a drawing corresponding to the one object, A status is associated with each of the case information, the statuses include at least a first status and a second status corresponding to a status next to the first status, A control unit is provided, The control unit When a specific document corresponding to one or more pieces of case information associated with the first status is created, the first status associated with the one or more pieces of case information is changed to the second status, respectively. It is characterized by:

[0010] As a solution to achieve the above objectives, The management system of the present invention comprises: A management system for managing multiple pieces of project information, The one piece of project information is information that identifies a manufacturing request for the one object to be manufactured in accordance with a drawing corresponding to the one object, A status is associated with each of the case information, the statuses include at least a first status and a second status corresponding to a status next to the first status, A control unit is provided, The control unit changing the first status associated with one or more pieces of case information to the second status based on a user operation; The case information is provided to the user in a manner that allows the user to distinguish between the first status and the second status. It is characterized by:

[0011] As a solution to achieve the above objectives, The management system of the present invention comprises: A management system for managing multiple pieces of project information, The one piece of project information is information that identifies a manufacturing request for the one object to be manufactured in accordance with a drawing corresponding to the one object, A status is associated with each of the case information, the statuses include at least a first status and a second status corresponding to a status next to the first status, A control unit is provided, The control unit Based on a user's operation to change the first status associated with one or more pieces of case information to the second status, a specific document corresponding to the one or more pieces of case information is generated, and the generated specific document is provided to the user. It is characterized by: [Effects of the Invention]

[0012] The present invention can provide a management system, a management server, and a management method that can easily manage case information. [Brief explanation of the drawings]

[0013] [Figure 1] 1 is a schematic diagram showing a system configuration of the present embodiment. [Figure 2] FIG. 1 is an explanatory diagram for explaining an overview of the present embodiment. [Figure 3] FIG. 2 is a block diagram showing a hardware configuration of a management server. [Figure 4] FIG. 10 is a schematic diagram showing an example of a case screen. [Figure 5] 10 is a flowchart showing a part of the processing in the system. [Figure 6] FIG. 10 is an explanatory diagram for explaining an example of generating case information. [Figure 7] 10 is a flowchart showing a part of the processing in the system. [Figure 8] FIG. 10 is a schematic diagram showing an example of a case screen. [Figure 9] FIG. 9 is an enlarged view of a part of FIG. 8. [Figure 10] 10 is a flowchart showing a part of the processing in the system. [Figure 11] FIG. 9 is an enlarged view of a part of FIG. 8. [Figure 12] FIG. 10 is a schematic diagram showing an example of a quotation creation screen. [Figure 13] FIG. 10 is a schematic diagram showing an example of a quotation creation screen. [Figure 14] FIG. 10 is a schematic diagram showing an example of a quote preview. [Figure 15] 10 is a flowchart showing a part of the processing in the system. [Figure 16] FIG. 10 is a schematic diagram showing an example of a quote preview. [Figure 17] FIG. 10 is a schematic diagram showing an example of an order form. [Figure 18] 10 is a flowchart showing a part of the processing in the system. [Figure 19] FIG. 10 is a schematic diagram showing an example of a case screen. [Figure 20] FIG. 20 is an enlarged view of a part of FIG. 19. [Figure 21] 10 is a flowchart showing a part of the processing in the system. [Figure 22] FIG. 20 is an enlarged view of a part of FIG. 19. [Figure 23] FIG. 10 is a schematic diagram showing an example of a status change screen. [Figure 24] 10 is a flowchart showing a part of the processing in the system. [Figure 25] FIG. 10 is a schematic diagram showing an example of a status change screen. [Figure 26]10 is a flowchart showing a part of the processing in the system. [Figure 27] FIG. 10 is a schematic diagram showing an example of a case screen. [Figure 28] FIG. 28 is an enlarged view of a part of FIG. 27. [Figure 29] 10 is a flowchart showing a part of the processing in the system. [Figure 30] FIG. 28 is an enlarged view of a part of FIG. 27. [Figure 31] FIG. 10 is a schematic diagram showing an example of a delivery note creation screen. [Figure 32] FIG. 10 is a schematic diagram showing an example of a delivery note preview. [Figure 33] 10 is a flowchart showing a part of the processing in the system. [Figure 34] 10 is a flowchart showing a part of the processing in the system. [Figure 35] FIG. 10 is a schematic diagram showing an example of a case screen. [Figure 36] FIG. 36 is an enlarged view of a part of FIG. 35. [Figure 37] 10 is a flowchart showing a part of the processing in the system. [Figure 38] FIG. 36 is an enlarged view of a part of FIG. 35. [Figure 39] FIG. 1 is a schematic diagram showing an example of an invoice. [Figure 40] 10 is a flowchart showing a part of the processing in the system. DETAILED DESCRIPTION OF THE INVENTION

[0014] Hereinafter, an embodiment of the present invention (the present embodiment) will be described with reference to the drawings.

[0015] FIG. 1 is a schematic diagram showing the configuration of a management system according to this embodiment.

[0016] The management system SY includes a user terminal 1 and a management server 2 .

[0017] The user terminal 1 is a communication terminal used by a user. The user terminal 1 is, for example, a personal computer. The user terminal 1 is connected to a network NW. The user terminal 1 is connected to the management server 2 via an ID (account) or the like that identifies the user.

[0018] The user terminal 1 has an input device 1a and an output device 1b. The input device 1a is, for example, a keyboard or a mouse. The output device 1b is, for example, a display. The output device 1b has a display area 1c.

[0019] In the following description, the operation of the user terminal 1 by the user using the input device 1a will be referred to as "user operation."

[0020] The management server 2 is an information processing device that processes information transmitted from the user terminal 1. The management server 2 functions as a platform required to operate the management system SY. Programs for performing various processes are installed on the management server 2. The management server 2 is connected to the user terminal 1 via the network NW. The management server 2 is constructed, for example, in the cloud.

[0021] FIG. 2 is an explanatory diagram for explaining an overview according to this embodiment.

[0022] The customer shown in Figure 2 is, for example, a manufacturer (Manufacturer X). The user shown in the same figure is, for example, a factory (Factory Y). The customer requests the user to manufacture a product. In response to the customer's request, the user manufactures the product according to the drawings and delivers it to the customer. The management system SY is used to manage various documents, materials, and project information exchanged between the customer and the user. The various documents include, for example, drawings, estimates, purchase orders (purchase orders), delivery notes, and invoices.

[0023] In this embodiment, by registering (storing) a drawing in the management server 2, one piece of project information is generated that specifies a manufacturing request for one product (object) to be manufactured according to this drawing, and this generated project information is managed by the management system SY (management server 2). In particular, in this embodiment, a status is assigned to the generated project information, and the user can grasp the progress of the project by checking the status assigned to the project information.

[0024] FIG. 3 is a block diagram showing the hardware configuration of the management server 2. As shown in FIG.

[0025] The management server 2 includes a storage unit 10 and a control unit 20. The storage unit 10 and the control unit 20 are electrically connected via a communication bus (not shown).

[0026] The storage unit 10 includes a ROM, a RAM, and a hard disk (not shown). The storage unit 10 stores programs executed by the control unit 20. The storage unit 10 stores project information, various documents (drawings, estimates, etc.), and other information.

[0027] The control unit 20 includes a CPU, a ROM, and a RAM (not shown). The control unit 20 executes various processes by reading out programs stored in the storage unit 10 and expanding them on the RAM. The control unit 20 includes a providing unit 21, a drawing registration unit 22, a case generation unit 23, a status assignment unit 24, and a document creation unit 25.

[0028] The providing unit 21 provides various screens and various information to the user (transmits them to the user terminal 1) based on the user's operation. The various screens include a case screen G1 (FIGS. 4, 8, 19, 27, and 35), a quotation creation screen G2 (FIGS. 12 and 13), a status change screen G3 (FIGS. 23 and 25), a delivery note creation screen G4 (FIG. 31), and other screens.

[0029] The drawing registration unit 22 registers drawings (stores them in the storage unit 10) based on user operations. The case generation unit 23 generates case information based on user operations. The status assignment unit 24 assigns a status to the case information. The document creation unit 25 creates various documents based on user operations.

[0030] Statuses include pre-quote status, quoted status, ordered status, delivered status, invoiced status, and lost status.

[0031] In the following explanation, the pre-quote status will be referred to as "pre-quote ST", the estimated status as "estimated ST", the ordered status as "ordered ST", the delivered status as "delivered ST", the invoiced status as "invoiced ST", and the lost order status as "lost order ST", as appropriate.

[0032] Pre-quote ST is a status given to project information at a stage before the user submits a quotation to a customer in response to a manufacturing request from the customer.

[0033] The status "Quotation Completed" ST is given to project information at a stage after a user has submitted a quotation to a customer in response to a manufacturing request from the customer, but before the customer has made a manufacturing request in response to the quotation.

[0034] The Order Received ST is a status assigned to project information after a customer has made a manufacturing request in response to a quote for that manufacturing request, but the product (object) corresponding to that manufacturing request has not yet been delivered to the customer.

[0035] The Delivered ST is a status given to project information at the stage after a product corresponding to a manufacturing request from a customer has been delivered to the customer, but before the costs corresponding to the manufacturing request have been billed to the customer.

[0036] Invoiced ST is a status given to project information at a stage after a product corresponding to a manufacturing request from a customer has been delivered to the customer and the costs corresponding to the manufacturing request have been invoiced to the customer.

[0037] The lost order ST is a status given to project information for which there was no manufacturing request from a customer in response to a quotation for that customer's manufacturing request.

[0038] FIG. 4 is an example of the case screen G1.

[0039] The case screen G1 is a screen for displaying case information stored in the storage unit 10. Although not shown in the figure, the providing unit 21 transmits (provides) information related to the case screen G1 to the user terminal 1 immediately after the management server 2 permits the user terminal 1 to log in, and upon receiving the information related to the case screen G1, the user terminal 1 displays the case screen G1 in the display area 1c.

[0040] The case screen G1 includes an area R1, an area R2, and buttons T1 to T12.

[0041] Area R1 is an area for displaying the case information desired by the user from among the case information stored in storage unit 10. If it is not possible to display all of the case information desired by the user in area R1, the user can view all of the case information desired by the user by scrolling area R1 up and down using input device 1a.

[0042] Area R2 is an area for displaying the number of pieces of case information that can be displayed in area R1.

[0043] Button T1 is a button for displaying in area R1 all of the case information stored in storage unit 10. In the following description, all of the case information stored in storage unit 10 will be referred to as "all case information."

[0044] 4 is an example of a screen showing a state in which button T1 has been selected by the user, and area R2 displays "155," which is the total number of pieces of case information. In other words, the case screen G1 shown in FIG. 4 indicates that 155 pieces of case information are stored in the storage unit 10.

[0045] Button T2 is a button for displaying in area R1 the project information associated with a pre-quote ST from among all project information. In the following explanation, project information associated with a pre-quote ST is referred to as "pre-quote project information." Button T2 includes information on the number of pre-quote project information. As shown in FIG. 4, the number of pre-quote project information is "0."

[0046] Button T3 is a button for displaying in area R1 the project information associated with the estimated ST from among all project information. In the following explanation, project information associated with the estimated ST is referred to as "estimated project information." Button T3 includes information on the number of estimated project information. As shown in FIG. 4, the number of estimated project information is "30."

[0047] Button T4 is a button for displaying in area R1 the case information associated with the received ST from among all the case information. In the following explanation, the case information associated with the received ST is referred to as "received case information." Button T4 includes information on the number of received case information. As shown in FIG. 4, the number of received case information is "20."

[0048] Button T5 is a button for displaying in area R1 the case information associated with the delivered ST from among all the case information. In the following explanation, the case information associated with the delivered ST is referred to as "delivered case information." Button T5 includes information on the number of delivered case information. As shown in FIG. 4, the number of delivered case information is "40."

[0049] Button T6 is a button for displaying in area R1 the case information associated with the billed ST from among all the case information. In the following explanation, the case information associated with the billed ST is referred to as "billed case information." Button T6 includes information on the number of billed case information. As shown in Figure 4, the number of billed case information is "50."

[0050] Button T7 is a button for displaying in area R1 the case information associated with a lost case ST from among all case information. In the following description, case information associated with a lost case ST is referred to as "lost case information." Button T7 includes information on the number of lost case information. As shown in FIG. 4, the number of lost case information is "15."

[0051] Button T8 is a button for displaying a drawing management screen (not shown) in display area 1c. The drawing management screen includes an area for displaying drawings stored in storage unit 10. Although not shown, based on a user's operation of selecting button T8, providing unit 21 transmits (provides) information related to the drawing management screen to user terminal 1, and upon receiving the information related to the drawing management screen, user terminal 1 displays the drawing management screen in display area 1c.

[0052] Button T9 is a button for displaying the case screen G1 in the display area 1c. Button T10 is a button for registering (storing in the memory unit 10) a drawing (details will be described later). Button T11 is a button for creating a document (details will be described later). Button T12 is a button for changing the status associated with the case information (details will be described later).

[0053] FIG. 5 is a flowchart showing the processing executed between the user terminal 1 and the management server 2.

[0054] The process shown in FIG. 5 includes a process for registering a drawing. As shown in the figure, the user terminal 1 requests the management server 2 to display a drawing registration screen (not shown) based on the user's operation of selecting a button T10 (step S11). The drawing registration screen is a screen used for registering drawings.

[0055] Based on the management server 2's receipt of the request in step S11, the control unit 20 transmits information related to the drawing registration screen to the user terminal 1 (step S12). Upon receiving the information transmitted in step S12, the user terminal 1 displays the drawing registration screen in the display area 1c (step S13).

[0056] Based on the user's operation on the drawing registration screen, the user terminal 1 requests the management server 2 to register a drawing corresponding to one object (step S14). Based on the management server 2's receipt of the request related to step S14, the control unit 20 (drawing registration unit 22) registers (stores in the memory unit 10) the drawing corresponding to this request (step S15).

[0057] The control unit 20 (case generation unit 23) generates one piece of case information corresponding to the drawing stored in step S15, and stores the generated one piece of case information in the memory unit 10 (step S16). The control unit 20 (status assignment unit 24) assigns a pre-quotation ST to the one piece of case information generated (stored) in step S16 (step S17).

[0058] The control unit 20 (providing unit 21) transmits the one item of case information generated (stored) in step S16 to the user terminal 1 (step S18). When the user terminal 1 receives the one item of case information, the user terminal 1 displays the received one item of case information in the display area 1c (step S18).

[0059] It goes without saying that in steps S17 and S18, after generating one piece of project information, a pre-quotation ST may be assigned to the generated piece of project information, and then this project information may be stored in the memory unit 10.

[0060] In the example shown in Figure 5, in step S14 the user requests the registration of a drawing corresponding to one object, but for example, in step S14 the user may request the registration of multiple drawings corresponding to multiple objects, in which case one piece of case information is generated for each drawing in step S16.

[0061] FIG. 6 is an explanatory diagram for explaining an example of one piece of case information generated in step S16.

[0062] The example shown in Figure 6 is an example in which manufacturer X requests a user to manufacture 100 units of product a (e.g., flanges), and in step S14, the user requests management server 2 to register drawing a1 corresponding to product a.

[0063] Fig. 6(a) is a diagram showing drawing a1 corresponding to product a. Fig. 6(b) shows project information field A displayed in display area 1c in step S18 based on the management server 2 registering drawing a1 (step S15). Project information field A is a field that displays one piece of project information A, and project information field A corresponds to project information A.

[0064] As shown in Figure 6(b), the project information section A is divided into multiple areas A1 to A6. Area A1 displays the words "Pre-quote" which means pre-quote ST, and area A5 displays reduced drawing a1, which is a reduced version of drawing a1. In other words, project information A includes information on reduced drawing a1, and is associated with pre-quote ST, which indicates the progress of the project.

[0065] As shown in Figure 6(b), no information is displayed in areas A2, A3, A4, and A6. In other words, project information A does not yet include information such as the customer name, drawing (drawing name), product name, and quantity. Areas A2, A3, A4, and A6 can be used by the user to input information.

[0066] 6(c) shows the project information field A after the user has entered information into areas A2, A3, A4, and A6. As shown in the figure, the customer name "Manufacturer X" has been entered into area A2, the name of the drawing "a1" has been entered into area A3, the product name "a" has been entered into area A4, and the quantity (number of product a production requests) "100" has been entered into area A6. Although not shown in the figure, the information "Manufacturer X," "a1," "a," and "100" entered into areas A2 and other areas by the user are stored in memory unit 10 in a linked state to project information A.

[0067] FIG. 7 is a flowchart showing the processing executed between the user terminal 1 and the management server 2.

[0068] The process shown in FIG. 7 includes a process for displaying pre-quotation project information in area R1. As shown in the figure, the user terminal 1 requests the management server 2 to view pre-quotation project information based on a user's operation of selecting button T2 (step S21). When the management server 2 receives the request in step S21, the control unit 20 references the storage unit 10 and extracts pre-quotation project information (step S22). The control unit 20 (providing unit 21) provides the pre-quotation project information extracted in step S22 and information on the number of pre-quotation project information items to the user (transmits the information to the user terminal 1) (step S23). Upon receiving the information transmitted in step S23, the user terminal 1 displays the pre-quotation project information items among the received information in area R1 and displays information on the number of pre-quotation project information items in area R2 (step S24).

[0069] FIG. 8 shows an example of the case screen G1 displayed in the display area 1c by selecting the button T2.

[0070] 8, the case screen G1 includes a document creation button T11. The document creation button T11 is a button for creating a specific document based on one or more pieces of case information displayed in the area R1.

[0071] FIG. 9 is a diagram showing an example of pre-quote case information displayed in area R1 by selecting button T2, and is an enlarged view of area R1 of case screen G1 shown in FIG.

[0072] As shown in Figure 9, area R1 displays case information column A corresponding to case information A, case information column B corresponding to case information B, case information column C corresponding to case information C, and case information column D corresponding to case information D. Each of the four pieces of project information A to D is project information associated with a pre-quote ST. In other words, the example in the figure shows that a pre-quote ST is associated with four pieces of project information out of the project information (all project information) stored in the storage unit 10. Note that the reduced drawings included in each of the project information B to D are omitted in the figure.

[0073] 9, the case information field includes selection elements A7, B7, C7, and D7. The case information displayed in area R1 is configured to be selectable by a user operation, and the selection elements indicate whether the case information has been selected by a user operation.

[0074] 9, case information field A includes selection element A7, case information field B includes selection element B7, case information field C includes selection element C7, and case information field D includes selection element D7. In the figure, selection elements A7 to D7 indicate a state in which none of case information A to D has been selected by the user.

[0075] FIG. 10 is a flowchart showing the processing executed between the user terminal 1 and the management server 2.

[0076] 10 includes a process for providing a quotation creation screen to a user. As shown in the figure, in a state where a project screen G1 displaying only pre-quotation project information in an area R1 is displayed in the display area 1c, the user terminal 1 selects the pre-quotation project information desired by the user from the pre-quotation project information displayed in the area R1 based on a user operation (step S31).

[0077] FIG. 11 is a diagram showing an example of pre-quote case information selected by the user in step S31, and is an enlarged view of area R1 of the case screen G1 shown in FIG.

[0078] In the example shown in FIG. 11, the selection elements A7, B7, and C7 are darkened, indicating that the corresponding case information A to C has been selected by the user's operation.

[0079] Returning to the explanation of Figure 10, when the user operates button T11 while pre-quotation project information is selected, the user terminal 1 transmits the pre-quotation project information selected by the user in step S31 to the management server 2 (step S32).

[0080] When the control unit 20 receives the pre-quotation case information transmitted in step S32, it identifies the received pre-quotation case information from the case information stored in the storage unit 10 (step S33), generates a quotation creation screen G2 based on the identified pre-quotation case information (step S34), and transmits information related to the generated quotation creation screen G2 to the user terminal 1 (step S35). When the user terminal 1 receives the information transmitted in step S35, it displays the quotation creation screen G2 corresponding to the received information in the display area 1c (step S36).

[0081] 12 and 13 show examples of the estimate creation screen G2.

[0082] 12 shows an example of a screen displayed in the display area 1c in step S36, and is an example of a screen generated based on the project information A to C. In other words, the quotation creation screen G2 shown in the same figure is an example of a screen generated when the project information A to C is selected by the user in step S31, and then the project information A to C is sent to the management server 2 in step S32.

[0083] In the following description, the pre-quotation case information transmitted from the user terminal 1 to the management server 2 in step S32 will be referred to as "selected pre-quotation case information."

[0084] The estimate creation screen G2 includes an area R3, an area R4, and a button T13.

[0085] Area R3 is an area for displaying an overview of the selected pre-quote project information. Area R3 is divided into sections for each selected pre-quote project information. The sections in area R3 are configured to be selectable by the user.

[0086] In the example shown in Figure 12, area R3 is divided into section R31, which displays an overview of pre-quote project information A from the selected pre-quote project information, section R32, which displays an overview of pre-quote project information B from the selected pre-quote project information, and section R33, which displays an overview of pre-quote project information C from the selected pre-quote project information. For example, section R31 displays the information on drawing "a1", product name "a", and quantity "100" as the overview of pre-quote project information A, with no information on unit price entered.

[0087] Area R4 is an area for displaying details of one of the selected pre-quote project information displayed in area R3. Area R4 has multiple information fields. The user can use input device 1b to input information into each information field of area R4.

[0088] 12 shows an example in which the user has selected section R31, which displays an overview of pre-quote project information A, and area R4 displays details of pre-quote project information A. As shown in the figure, the details of pre-quote project information A include "a1" in the drawing information field, "a" in the product name information field, "100" in the quantity information field, and "reduced drawing a1" in the reduced drawing information field, with the unit price information field left blank.

[0089] The button T13 is a button for confirming the contents of the quotation created based on the quotation creation screen G2.

[0090] The quotation creation screen G2 shown in Fig. 13 is an example in which the user has entered "500" in the unit price information field of area R4 shown in Fig. 12. As shown in the figure, because the user has entered "500" in the unit price information field of area R4, "500" is also displayed as unit price information in section R31 corresponding to this area R4.

[0091] Although not shown in the figure, the quotation creation screen G2 includes input fields in which the user can enter information to be written in the quotation, such as the quotation number, the quotation issue date, the quotation expiration date, the delivery date of the product requested to be manufactured, the location where the product requested to be manufactured will be delivered, and other information.

[0092] FIG. 14 is a diagram showing an example of a quotation preview P1.

[0093] The estimate preview P1 is a preview of the estimate that is displayed in the display area 1c in response to a user operation of selecting a button T13 arranged on the estimate creation screen G2. The estimate preview P1 includes a button T14. The button T14 is a button for instructing the control unit 20 to create an estimate based on the contents of the estimate preview P1.

[0094] Fig. 14 is an example of a quotation preview P1 that is displayed in the display area 1c when the button T13 is selected by the user on the quotation creation screen G2 shown in Fig. 13. Although a detailed explanation will be omitted, the quotation preview P1 shown in the figure includes pre-quotation project information A to C and corresponds to the pre-quotation project information A to C.

[0095] FIG. 15 is a flowchart showing the processing executed between the user terminal 1 and the management server 2.

[0096] 15 includes a process for creating a quotation. As shown in the figure, while the quotation preview P1 is displayed in the display area 1c, the user terminal 1 requests the management server 2 to create a quotation based on the contents of the quotation preview P1 displayed in the display area 1c, based on the user's operation of selecting button T14 (step S41).

[0097] When the control unit 20 (document creation unit 25) receives a request to create an estimate, it creates an estimate based on the contents of the estimate preview P1 displayed in the display area 1c and stores the created estimate in the memory unit 10 (step S42).

[0098] Based on the creation of an estimate (specific document), the control unit 20 (status assignment unit 24) changes the pre-quotation ST associated with the case information corresponding to the created estimate to the estimated ST (step S43).

[0099] For example, if an estimate (specific document) corresponding to case information A to C, to which pre-quotation ST (first status) is associated in step S42, is created, the pre-quotation ST associated with case information A to C is changed to estimated ST, respectively, in step S43.

[0100] The control unit 20 (providing unit 21) transmits (provides) the estimate created in step S42 to the user terminal 1 (step S44). When the user terminal 1 receives the estimate transmitted from the management server 2, it displays the estimate in the display area 1c and stores the estimate in the memory area of ​​the user terminal 1 (step S45).

[0101] Although not shown in the figures, when a quotation is created based on the contents of quotation preview P1 shown in Fig. 14, this quotation will mainly include the quotation issue date (for example, July 1, 2024) and project information A to C. In other words, this quotation corresponds to project information A to C.

[0102] FIG. 16 is a diagram showing an example of a quotation preview P1.

[0103] Although detailed description will be omitted, the quotation preview P1 shown in Fig. 16 is a preview of the quotation displayed in the display area 1c when the project information selected by the user in step S31 is the pre-quotation project information D1, E1. In other words, the quotation preview P1 shown in Fig. 16 corresponds to the pre-quotation project information D1, E1 selected by the user in step S31. As shown in Fig. 16, for example, the pre-quotation project information D1 includes the following information: drawing "d1", product name "d", quantity "40", unit price "2,000", and amount "80,000".

[0104] Although not shown in the figures, when a quotation is created based on the contents of quotation preview P1 shown in FIG. 16, this quotation will mainly include the quotation issue date (for example, July 8, 2024) and project information D and E. In other words, this quotation corresponds to project information D and E.

[0105] FIG. 17 is a diagram showing an example of an order form.

[0106] The example shown in Figure 17 is an example of an order form created when a user (factory Y) is requested by a customer (manufacturer X) to manufacture products a, b, c, d, and e, and factory Y submits a quotation (see Figures 14 and 16) to manufacturer X in response to this request, but manufacturer X officially places an order with factory Y for the manufacture of products a, b, and d in response to this quotation, but does not place an order with factory Y for the manufacture of products c and e. In other words, the order form shown in Figure 17 is an example of a document in which the customer officially places an order with the user to manufacture three products: product a corresponding to project information A, product b corresponding to project information B1, and product d corresponding to project information D1.

[0107] FIG. 18 is a flowchart showing the processing executed between the user terminal 1 and the management server 2.

[0108] The process shown in Fig. 18 includes a process for displaying estimated project information in area R1. As shown in the figure, the user terminal 1 requests the management server 2 to view estimated project information based on a user operation of selecting button T3 (see Figs. 4 and 19) (step S51). When the management server 2 receives the request related to step S51, the control unit 20 refers to the storage unit 10 and extracts estimated project information (step S52).

[0109] The control unit 20 (providing unit 21) provides (transmits to the user terminal 1) the estimated project information extracted in step S52 and information on the number of estimated project information pieces to the user (step S53). Upon receiving the information transmitted in step S53, the user terminal 1 displays the estimated project information pieces from the received information in area R1 and displays information on the number of estimated project information pieces in area R2 (step S54).

[0110] FIG. 19 shows an example of the case screen G1 displayed in the display area 1c by selecting the button T3.

[0111] 19, the project screen G1 includes a status change button T12. The status change button T12 is a button for changing the status of the estimated project information displayed in the area R1 from Estimated ST to Ordered ST.

[0112] FIG. 20 is a diagram showing an example of estimated project information displayed in area R1 by selecting button T3, and is an enlarged view of area R1 of the project screen G1 shown in FIG.

[0113] As shown in Figure 20, area R1 displays a project information column A corresponding to project information A, a project information column B corresponding to project information B, a project information column C corresponding to project information C, a project information column D corresponding to project information D, and a project information column E corresponding to project information E. Each of the five project information A to E is estimated project information associated with an estimated ST.

[0114] As shown in Figure 19, "33" is displayed in area R2, indicating that "33" pieces of project information associated with the estimated ST are stored in memory unit 10. However, in Figure 20, only five pieces of project information out of the 33 pieces of estimated project information stored in memory unit 10 are shown, and the other pieces of estimated project information are omitted from the illustration.

[0115] The case information field displayed in region R1 includes selection elements A7 to E7. In the example of Fig. 20, case information fields A to E include selection elements A7 to E7, respectively, and selection elements A7 to E7 indicate a state in which none of the case information A to E has been selected by the user.

[0116] FIG. 21 is a flowchart showing the processing executed between the user terminal 1 and the management server 2.

[0117] The process shown in Fig. 21 includes a process for displaying a status change screen G3. As shown in Fig. 21, in a state where the project screen G1 (see Fig. 19) that displays only estimated project information in the area R1 is displayed in the display area 1c, the user terminal 1 selects estimated project information desired by the user from the estimated project information displayed in the area R1 based on the user's operation (step S61).

[0118] FIG. 22 is a diagram showing an example of estimated project information selected by the user in step S61, and is an enlarged view of area R1 of the project screen G1 shown in FIG.

[0119] In the example shown in FIG. 22, selection elements A7, B7, and D7 are darkened, indicating that the corresponding estimated job information A, B, and D have been selected by the user's operation.

[0120] The example shown in Figure 22 is an example in which, after the order form shown in Figure 17 is submitted to the user (factory Y), the user selects estimated project information A, B, and D from estimated project information A to E.

[0121] Returning to the explanation of Figure 21, when the user operates to select button T12 while the estimated project information is selected, the user terminal 1 transmits the estimated project information selected in step S61 to the management server 2 and requests viewing of the status change screen G3 (step S62).

[0122] When the control unit 20 receives the estimated project information transmitted in step S62, it identifies the received estimated project information from the project information stored in the storage unit 10 (step S63) and transmits information related to the status change screen G3 to the user terminal 1 (step S64). When the user terminal 1 receives the information related to the status change screen G3, it displays the status change screen G3 in the display area 1c (step S65).

[0123] FIG. 23 is a diagram showing an example of the status change screen G3.

[0124] The status change screen G3 includes a field R5 and a button T15. The field R5 is a field that displays the status associated with the case information identified in step S63. The button T15 is a button for changing the status.

[0125] 23 is an example of the status change screen G3 displayed in the display area 1c in step S65. As shown in the figure, the word "Estimated" is displayed in the field R5, which indicates that the status associated with the project information received by the management server 2 in step S63 is "Estimated ST."

[0126] FIG. 24 is a flowchart showing the processing executed between the user terminal 1 and the management server 2.

[0127] 24 includes a process for changing the status. As shown in the figure, when the status change screen G3 is displayed in the display area 1c, the user performs an operation to change the status displayed in the field R5 (step S71), and then, by selecting the button T15, the user terminal 1 transmits information about the status displayed in the field R5 (the changed status) to the management server 2 (step S72).

[0128] FIG. 25 is an example of the status change screen G3.

[0129] The example of FIG. 25 shows the status change screen G3 after an operation has been performed to change the estimated ST displayed in the field R5 of the status change screen G3 of FIG. 23 to an ordered ST.

[0130] Returning to the explanation of Figure 24, when the control unit 20 (status assignment unit 24) receives the information on the changed status sent by the management server 2 in step S72 (step S73), it changes the status of the case information identified in step S63 (Figure 21) to the status received in step S73 and stores it (step S74).

[0131] 22, 23, and 25, the project information identified by the management server 2 in step S63 is project information A, B, and D, which are associated with estimated ST, and the changed status received by the management server 2 in step S73 is ordered ST, so the control unit 20 (status assignment unit 24) changes the estimated ST associated with the project information A, B, and C to ordered ST in step S74. As a result, the estimated project information A, B, and C becomes ordered project information A, B, and C.

[0132] FIG. 26 is a flowchart showing the processing executed between the user terminal 1 and the management server 2.

[0133] 26 includes a process for displaying received order item information in area R1. As shown in the figure, the user terminal 1 requests the management server 2 to view received order item information based on a user's operation of selecting button T4 (see FIGS. 4 and 27) (step S81). When the management server 2 receives the request related to step S81, the control unit 20 refers to the storage unit 10 and extracts the received order item information (step S82).

[0134] The control unit 20 (providing unit 21) provides (transmits to the user terminal 1) the received order project information extracted in step S82 and information on the number of received order project information items to the user (step S83). Upon receiving the information transmitted in step S83, the user terminal 1 displays the received received order project information items in area R1 and displays information on the number of received order project information items in area R2 (step S84).

[0135] Although illustrations and detailed explanations are omitted, the control unit 20 (status assignment unit 24) changes the status associated with the case information to lost order ST based on user operation, similar to the process of changing an estimated order ST to an ordered order ST (see Figure 24, etc.).

[0136] For example, if Factory Y (user) submits a quotation for product "c" to Manufacturer X (customer) (see FIG. 14), but Manufacturer X (customer) does not officially request Factory Y to manufacture product "c" (see FIG. 17), Factory Y can select the quoted project information C (see FIG. 20) displayed in area E1, and then select button T12 on the project screen G1 to display the status change screen G3 in the display area 1c of the user terminal 1 (FIG. 23). Factory Y can then change the status displayed in field R5 to "Lost Order ST" by selecting button T15. Furthermore, by selecting button T7 on the project screen G1, the project information associated with "Lost Order ST" from the project information stored in the storage unit 10 can be displayed in area R1 of the project screen G1.

[0137] FIG. 27 shows an example of the case screen G1 displayed in the display area 1c by selecting the button T4.

[0138] FIG. 28 is a diagram showing an example of received order item information displayed in area R1 by selecting button T4, and is an enlarged view of area R1 of the item screen G1 shown in FIG.

[0139] As shown in Figure 28, area R1 displays a case information column A corresponding to case information A, a case information column B corresponding to case information B, and a case information column D corresponding to case information D. All three pieces of case information A, B, and D are pieces of case information associated with an ordered ST.

[0140] As shown in Figure 27, the number "23" displayed in area R2 indicates that "23" pieces of case information associated with the received order ST are stored in memory unit 10. However, in Figure 28, only three pieces of received order information out of the 23 pieces of received order information stored in memory unit 10 are shown, and the other pieces of received order information are omitted.

[0141] FIG. 29 is a flowchart showing the processing executed between the user terminal 1 and the management server 2.

[0142] 29 includes a process of providing a delivery note creation screen G4 to a user. As shown in the figure, in a state where the case screen G1, which displays only the received order case information in the area R1, is displayed in the display area 1c, the user terminal 1 selects the received order case information desired by the user from the pre-order case information displayed in the area R1 based on the user's operation (step S91).

[0143] FIG. 30 is a diagram showing an example of received order item information selected by the user in step S91, and is an enlarged view of area R1 of the item screen G1 shown in FIG.

[0144] In the example shown in FIG. 30, selection elements A7 and D7 are darkened, indicating that the corresponding case information A and D have been selected by the user's operation.

[0145] Returning to the explanation of Figure 29, when the user operates button T11 (see Figure 27) while the received order information is selected, the user terminal 1 sends the received order information selected in step S91 to the management server 2 (step S92).

[0146] When the management server 2 receives the received-order-item information transmitted in step S92, the control unit 20 identifies the received received-order-item information from the item information stored in the storage unit 10 (step S93), generates a delivery note creation screen G4 based on the identified received-order-item information (step S94), and transmits information related to the generated delivery note creation screen G4 to the user terminal 1 (step S95). When the user terminal 1 receives the information related to the delivery note creation screen G4 transmitted in step S95, it displays the delivery note creation screen G4 in the display area 1c (step S96).

[0147] FIG. 31 is an example of the delivery note creation screen G4.

[0148] 31 shows an example of a screen displayed in the display area 1c in step S96, and is an example of a delivery note creation screen G4 generated based on the case information A and D. In other words, the delivery note creation screen G4 shown in FIG. 31 is an example of a screen generated when the case information A and D associated with the received order ST are selected by the user in step S91, and this selected case information A and D are sent to the management server 2 in step S92.

[0149] In the following description, the received order item information sent from the user terminal 1 to the management server 2 in step S92 will be referred to as "selected received order item information."

[0150] The delivery note creation screen G4 includes an area R6, an area R7, and a button T16.

[0151] Area R6 is an area for displaying selected and ordered project information. Area R6 is divided into sections for each selected and ordered project information. The sections in area R6 are configured to be selectable by the user.

[0152] In the example shown in Figure 31, area R6 is divided into section R61, which displays an overview of Ordered Project Information A from the selected Ordered Project Information, and section R62, which displays an overview of Ordered Project Information D from the selected Ordered Project Information. For example, section R61 displays the following information as an overview of Ordered Project Information A: drawing "a1", product name "a", unit price "500", and quantity "100".

[0153] Area R7 is an area for displaying details of one of the selected ordered project information displayed in area R6. Area R7 has multiple information fields. The user can use input device 1b to input information into each information field of area R.

[0154] The example shown in Figure 31 is a case where the user has selected section R61, which displays an overview of the received order project information A, and area R7 displays the details of the received order project information A. As shown in the figure, the details of the received order project information A include "a1" in the drawing information column, "a" in the product name information column, "500" in the unit price information column, "100" in the quantity information column, and "reduced drawing a1" in the reduced drawing information column.

[0155] The button T16 is a button for confirming the contents of the delivery note created based on the delivery note creation screen G4.

[0156] FIG. 32 is a diagram showing an example of an invoice preview P2.

[0157] The delivery note preview P2 is a preview of the delivery note that is displayed in the display area 1c in response to a user operation of selecting button T16 on the delivery note creation screen G4. The delivery note preview P2 includes a button T17. The button T17 is a button for instructing the control unit 20 (document creation unit 25) to create a delivery note based on the contents of the delivery note preview P2.

[0158] Fig. 32 shows an example of a delivery note preview P2 that is displayed in the display area 1c when the user selects button T16 on the delivery note creation screen G4 shown in Fig. 31. Although a detailed description will be omitted, the delivery note preview P2 shown in the figure corresponds to the ordered project information A and D selected by the user in step S91.

[0159] FIG. 33 is a flowchart showing the processing executed between the user terminal 1 and the management server 2.

[0160] 33 includes a process for creating a delivery note. As shown in the figure, while the delivery note preview P2 is displayed in the display area 1c, the user terminal 1 requests the creation of a delivery note based on the contents of the delivery note preview P2 displayed in the display area 1c, based on a user's operation of selecting a button T17 arranged on the delivery note preview P2 (step S101).

[0161] When the control unit 20 (document creation unit 25) receives a request to create a delivery note, it creates a delivery note based on the contents of the delivery note preview P2 displayed in the display area 1c and stores the created delivery note in the storage unit 10 (step S102). The control unit 20 (status assignment unit 24) changes the status of the case information corresponding to the delivery note created in step S102 from Ordered ST to Delivered ST (step S103).

[0162] For example, if the case information corresponding to the delivery note created in step S102 is case information A and D, the ordered STs associated with case information A and D are changed to delivered STs, respectively.

[0163] 33, the control unit 20 (providing unit 21) transmits (provides) the delivery note created in step S102 to the user terminal 1 (step S104). Upon receiving the delivery note transmitted in step S104, the user terminal 1 displays the delivery note in the display area 1c and stores it in the memory area of ​​the user terminal 1 (step S105).

[0164] FIG. 34 is a flowchart showing the processing executed between the user terminal 1 and the management server 2.

[0165] The process shown in Fig. 34 includes a process of displaying the delivered project information in area R1. As shown in the figure, the user terminal 1 requests the management server 2 to view the delivered project information based on the user's operation of selecting button T5 (see Figs. 4 and 35) (step S111). When the management server 2 receives the request related to step S111, the control unit 20 refers to the storage unit 10 and extracts the delivered project information (step S112).

[0166] The control unit 20 (providing unit 21) provides the delivered case information extracted in step S112 and information on the number of delivered case information to the user (sends it to the user terminal 1) (step S113). Upon receiving the information sent in step S113, the user terminal 1 displays the delivered case information from the received information in area R1 and displays information on the number of delivered case information in area R2 (step S114).

[0167] FIG. 35 shows an example of the case screen G1 displayed in the display area 1c by selecting the button T5.

[0168] FIG. 36 is a diagram showing an example of delivered project information displayed in area R1 by selecting button T5, and is an enlarged view of area R1 of the project screen G1 shown in FIG.

[0169] As shown in Figure 36, area R1 displays a case information column A corresponding to case information A and a case information column D corresponding to case information D. Both pieces of case information A and D are ordered case information associated with delivered ST.

[0170] As shown in Figure 35, the "10" displayed in area R2 indicates that "10" pieces of case information associated with the delivered ST are stored in the memory unit 10. However, in Figure 35, only two pieces of case information out of the ten pieces of delivered case information stored in the memory unit 10 are shown, and the other pieces of ordered case information are omitted from the illustration.

[0171] FIG. 37 is a flowchart showing the processing executed between the user terminal 1 and the management server 2.

[0172] The process shown in FIG. 37 includes a process for creating an invoice. As shown in the figure, when the case screen G1 (see Figure 35) that displays only delivered case information in area R1 is displayed in display area 1c, the user terminal 1 selects the delivered case information desired by the user from the pre-delivered case information displayed in area R1 based on the user's operation (step S121).

[0173] FIG. 38 is a diagram showing an example of delivered item information selected by the user in step S121, and is an enlarged view of area R1 of the item screen G1 shown in FIG.

[0174] In the example shown in FIG. 38, selection elements A7 and D7 are darkened, indicating that the corresponding case information A and D have been selected by the user's operation.

[0175] Returning to the explanation of Figure 37, when the user operates button T11 (see Figure 35) while the delivered item information is selected, the user terminal 1 sends the delivered item information selected in step S121 to the management server 2 (step S122).

[0176] When the control unit 20 (document creation unit 25) receives the delivered case information sent in step S122, it identifies the received delivered case information from the case information stored in the memory unit 10 (step S123), creates an invoice based on the identified delivered case information (step S124), and changes the status associated with the identified delivered case information from Delivered ST to Invoiced ST and stores it (step S125).

[0177] For example, if the case information selected by the user in step S121 is delivered case information A, D, the control unit 20 creates an invoice corresponding to the delivered case information A, D in step S124 and changes the status of this case information A, D from delivered ST to invoiced ST.

[0178] 37, the control unit 20 (providing unit 21) transmits the invoice created in step S124 to the user terminal 1 (step S126). Upon receiving the invoice transmitted in step S126, the user terminal 1 displays the received invoice in the display area 1c and stores it in the memory area of ​​the user terminal 1 (step S127).

[0179] FIG. 39 shows an example of the invoice created in step S124.

[0180] The invoice shown in Figure 39 is a document corresponding to delivered project information A and D, and displays information on the customer (addressee) (manufacturer X), information on the user (factory Y) of the biller, information on the billing amount (130,000 yen), drawing "a1", product name "a", quantity "100", unit price "500", and amount "50,000" from delivered project information A, drawing "d1", product name "d", quantity "40", unit price "2,000", and amount "80,000" from delivered project information D, and invoice issue date information (information on the date the invoice was created) "August 30, 2024".

[0181] In this embodiment, when the management server 2 receives delivered project information (delivered project information selected by the user), it first creates an invoice (step S124 in FIG. 37), and then changes the status of the project information corresponding to the created invoice from Delivered ST to Invoiced ST (step S125). However, the configuration is not limited to this, and the management server 2 may also be configured to first change the status, and then create an invoice based on the changed status.

[0182] Regarding the above variant, specifically, when a user selects one or more pieces of delivered case information on the case screen G1 and then selects button T12, the user terminal 1 sends the delivered case information selected by the user to the management server 2, and when the management server 2 receives the delivered case information sent from the user terminal 1, it controls the status change screen G3 to be displayed in the display area 1c of the user terminal 1, and when the user changes the status displayed in field R5 (see Figures 23 and 25) on the status change screen G3 from Delivered ST to Invoiced ST and then selects button T15 (see Figures 23 and 25), the user terminal 1 sends the information of the invoiced ST to the management server 2, and when the management server 2 receives the information of the invoiced ST sent from the user terminal 1, it may be configured to first change the status associated with the delivered case information selected by the user to Invoiced ST, then create an invoice corresponding to this case information, and provide the created invoice to the user. In short, the control unit 20 is configured to generate an invoice corresponding to one or more pieces of case information based on a user's operation to change each of the paid STs associated with one or more pieces of case information to invoiced STs, and to provide the generated invoice to the user.

[0183] FIG. 40 is a flowchart showing the processing executed between the user terminal 1 and the management server 2.

[0184] 40 includes a process of displaying all case information in area R1. As shown in the figure, the user terminal 1 requests the management server 2 to view all case information based on a user operation of selecting button T1 (see FIG. 4) (step S131). When the management server 2 receives the request related to step S131, the control unit 20 refers to the storage unit 10 and extracts all case information (step S132).

[0185] The control unit 20 (providing unit 21) provides the user with (transmits to the user terminal 1) all the case information extracted in step S132 and information on the number of all case information items (step S133). Upon receiving the information transmitted in step S133, the user terminal 1 displays all the case information items among the received information in area R1, and displays information on the number of all case information items in area R2 (step S134).

[0186] As explained above, one piece of project information (e.g., project information A) is information that specifies a manufacturing request for one object to be manufactured in accordance with a drawing (e.g., drawing a1) corresponding to one object (e.g., product a), and the control unit 20 is configured to generate one piece of project information corresponding to this drawing each time a drawing is registered (step S16 in FIG. 5). Therefore, a separate operation for generating project information is not required, and the user's effort in managing project information can be reduced.

[0187] In this embodiment, when the control unit 20 generates one piece of project information based on the registration of a drawing, it associates a pre-quotation ST with the generated one piece of project information (step S17 in FIG. 5), and displays the pre-quotation project information in area R1 of the project screen G1 in response to a user operation of selecting button T2 (step S21 in FIG. 7). This makes it easy to manage project information, and also makes it easy to search for project information associated with a pre-quotation ST.

[0188] In this embodiment, the project information displayed in area R1 is configured to be selectable by user operation (see FIG. 9, etc.), and based on the user's operation to select one or more pieces of pre-quotation project information (for example, project information A to C shown in FIG. 11) displayed in area R1, a screen (quote creation screen G2) used to create a quote is displayed in display area 1c (steps S31 to S36 in FIG. 10), and a quote corresponding to the selected pre-quotation project information is created by the user's operation on this screen G2 (step S42 in FIG. 15). This makes it easy to create quotes and reduces the user's workload.

[0189] In this embodiment, when a quotation (specific document) corresponding to one or more pieces of project information (for example, project information A to C shown in FIG. 11) associated with a pre-quotation ST is created (step S42 in FIG. 15), the pre-quotation ST associated with this one or more pieces of project information is changed to an estimated ST (step S43 in FIG. 15), and the estimated project information is displayed in area R1 of the project screen G1 by a user operation of selecting button T3 (step S51 in FIG. 18). This makes it easy to manage project information, and also makes it easy to search for project information associated with an estimated ST.

[0190] In this embodiment, the system is configured to create an estimate via the estimate creation screen G2 and change the status of the project information corresponding to the created estimate from "pre-quote ST" to "estimated ST." That is, the control unit 20 is configured to execute both the process of creating an estimate and the process of changing the status associated with the project information corresponding to the created estimate. However, this configuration is not limited to this, and the control unit 20 may be configured to execute only the latter process of creating an estimate and the process of changing the status associated with the project information corresponding to the created estimate. That is, when an estimate (specific document) corresponding to one or more project information items associated with a "pre-quote ST" (first status), the control unit 20 changes the "pre-quote ST" associated with the one or more project information items to "estimated ST" (second status). For example, the user terminal 1 may be configured to start a program other than the program related to the management system SY based on a user's operation to select one or more pre-quote project information items displayed in area R1 of the project screen G1, and create an estimate using this other program. In this case, as in this embodiment, when an estimate is created using this other program, the control unit 20 executes the process of changing the status associated with the project information corresponding to the created estimate.

[0191] In this embodiment, an estimate created via the estimate creation screen G2 is not only displayed in the display area 1c immediately after its creation, but is also configured to be stored in the memory area of ​​the user terminal 1 (step S45 in Figure 15), thereby eliminating the cumbersome operation of storing an estimate in the memory area of ​​the user terminal 1 each time an estimate is created, thereby reducing the user's workload.

[0192] In some industrial situations, the creation of specific documents is not required during the course of a project. For example, when a user receives a formal manufacturing request from a customer, the user may begin manufacturing the product without submitting specific documents to the customer. In this regard, in this embodiment, a user selects button T3 to display estimated project information associated with the estimated ST in region R1 of the project screen G1 (step S54 in FIG. 18). Based on a user's selection of estimated project information displayed in region R1, a status change screen G3 is displayed in display region 1c (steps S61 to S65 in FIG. 21). The user's operation on this screen G3 changes the estimated ST associated with the selected estimated project information to an ordered ST (steps S71 to S74 in FIG. 24). In this way, this embodiment allows the user to change the status, thereby providing a management system SY suited to industrial situations.

[0193] In this embodiment, in response to a user operation of selecting button T4 (step S81 in FIG. 26), ordered project information associated with the ordered project ST is displayed in area R1 of project screen G1 (step S84 in FIG. 26), and based on a user operation of selecting ordered project information displayed in area R1 (for example, project information A or D shown in FIG. 30), a delivery note creation screen G4 is displayed in display area 1c (step S96 in FIG. 29), and a delivery note corresponding to the selected ordered project information is created by a user operation on this screen G3 (step S102 in FIG. 33). This makes it easy to create delivery notes and reduces the user's workload.

[0194] In this embodiment, a delivery note can be created via the delivery note creation screen G4, and the content displayed on the delivery note can be changed by the user's operation on the delivery note creation screen G4. Therefore, it is easy to deal with cases where there is a difference between the order content and the delivery content, such as when a user (factory Y) delivers 100 units of product a to manufacturer X (customer) in two installments.

[0195] In this embodiment, when a delivery note (specific document) corresponding to one or more pieces of case information (for example, case information A and D shown in FIG. 30) associated with an Ordered ST is created (see FIG. 32), the Ordered ST associated with this one or more pieces of case information is changed to Delivered ST (step S103 in FIG. 33), and the Delivered case information is displayed in area R1 of the case screen G1 by a user operation of selecting button T5 (step S111 in FIG. 34). This makes it easy to manage case information, and also makes it easy to search for case information associated with a Delivered ST.

[0196] In this embodiment, based on a user's operation to select delivered case information displayed in area R1 (for example, case information A, D shown in FIG. 38), an invoice corresponding to the selected delivered case information is created (step S124 in FIG. 37), and the status associated with the case information corresponding to the created invoice is changed from Delivered ST to Invoiced ST (step S125 in FIG. 37). Therefore, after performing an operation to create an invoice, there is no need to perform an operation to change the status of the case information corresponding to this invoice from Delivered ST to Invoiced ST, making case management easier.

[0197] In this embodiment, a delivery note created via the delivery note creation screen G4 is not only displayed in the display area 1c immediately after its creation, but is also configured to be stored in the memory area of ​​the user terminal 1 (step S127 in Figure 37), thereby eliminating the cumbersome operation of storing the delivery note in the memory area of ​​the user terminal 1 each time a delivery note is created, thereby reducing the user's workload.

[0198] In this embodiment, based on the user's operation of selecting one of buttons T2 to T7, only project information associated with one of the statuses Pre-quote ST, Quotation ST, Ordered ST, Delivered ST, Invoiced ST, and Lost ST is displayed in area R1, depending on the selected button. However, this configuration is not limited to this, and for example, when a certain button is selected, both project information associated with Delivered ST and project information associated with Invoiced ST may be displayed in area R1, and project information may be provided to the user in a manner that allows the user to distinguish between each status.

[0199] In the actual situation in the industrial world, a user (factory Y) may issue a quotation (hereinafter referred to as "Quotation 1") for the production of products a, b, and c to a customer (manufacturer X) on July 1, 2024, as shown in FIG. 14, and then issue a quotation (hereinafter referred to as "Quotation 2") for the production of products d and e on July 8, 2024, as shown in FIG. 16. The customer may receive quotations 1 and 2 corresponding to products a through e and request the user to manufacture only products a, b, and d, but not the other products c and e. Furthermore, the user may have completed the production of products a and d but not finished the production of product b, among the products a, b, and d requested by the customer. In such a case, the user may submit a delivery note for products a and d to the customer, as shown in FIG. 32.

[0200] If, unlike the present embodiment, one piece of project information were to specify manufacturing requests for multiple objects, such as specifying a manufacturing request for products a through c, or specifying a manufacturing request for products c and e, then, for example, in a case where, among the manufacturing requests for products a through c, there are manufacturing requests for products a and b but no manufacturing request for product c, as in the present embodiment, it would be impossible to change the status corresponding to the manufacturing requests for products a and b from Estimated ST to Ordered ST and to reserve the status corresponding to the manufacturing request for product c at Estimated ST simply by selecting one or more pieces of project information. Similarly, in a case where products a and d have been delivered to a customer but product b has not yet been delivered to the customer, it would be impossible to create a delivery note indicating that products a and d have been delivered to the customer and change the status corresponding to the manufacturing requests for products a and d from Ordered ST to Delivered ST simply by selecting one or more pieces of project information.

[0201] In this regard, in the present embodiment of the invention, one piece of project information is information that identifies a manufacturing request for one object to be manufactured in accordance with a drawing corresponding to one object, and a status indicating the progress is associated with this one piece of project information. By selecting one or more pieces of project information, it is possible to create specific documents such as estimates and delivery notes corresponding to the selected project information, or to change the status of the project information corresponding to the created specific documents.

[0202] The systems and programs in the present embodiment can be modified in various ways without departing from the spirit of the present invention. The order of control can also be modified as needed as long as a desired effect is achieved.

[0203] (Configuration 1) The management system SY is a management system that manages multiple pieces of project information, and is configured to associate a status with each piece of project information. It includes a control unit 20 and a memory unit 10. The control unit 10 generates one piece of project information A that identifies a manufacturing request for one product a to be manufactured in accordance with the drawing a1 based on registering a drawing a1 (drawing) corresponding to one product a (object) in the memory unit 10, associates a pre-quotation ST (first status) with the generated one piece of project information A, and based on the creation of a quotation (specific document) corresponding to the one piece of project information A, changes the pre-quotation ST associated with the one piece of project information A to a quoted ST (second status), which is the next status after the pre-quotation ST, and provides the project information to the user in a manner that allows the user to distinguish between the pre-quotation ST and the quoted ST.

[0204] (Configuration 2) The management server 2 is a management system that manages multiple pieces of project information, and is configured to associate a status with each piece of project information. It includes a control unit 20 and a memory unit 10. The control unit 10 generates one piece of project information A that identifies a manufacturing request for one product a to be manufactured in accordance with the drawing a1 based on registering a drawing a1 (drawing) corresponding to one product a (object) in the memory unit 10, associates a pre-quotation ST (first status) with the generated one piece of project information A, and based on the creation of a quotation (specific document) corresponding to one piece of project information A, changes the pre-quotation ST associated with one piece of project information A to an estimated ST (second status), which is the next status after the pre-quotation ST, and provides the project information to the user in a manner that allows the user to distinguish between the pre-quotation ST and the estimated ST.

[0205] (Configuration 3) The management method of this embodiment is a management method for managing multiple pieces of project information, and includes the steps of: generating one piece of project information A that identifies a manufacturing request for one product a to be manufactured in accordance with the drawing a1 based on registering a drawing a1 corresponding to one product a in the memory unit 10 (step S16 in FIG. 5); associating a pre-quotation ST with the generated one piece of project information A (step S17 in FIG. 5); changing the pre-quotation ST associated with the one piece of project information A to an estimated ST based on the creation of a quotation corresponding to the one piece of project information A (step S43 in FIG. 15); and controlling the display area 1c of the user terminal 1 used by the user to display the project information in a manner that allows the user to distinguish between the pre-quotation ST and the estimated ST (step S45 in FIG. 15).

[0206] (Configuration 4) The management system SY is a management system that manages multiple pieces of project information, where one piece of project information is information that identifies a manufacturing request for one object to be manufactured in accordance with a drawing corresponding to one product (object), and is configured to associate a status with each piece of project information, where the statuses include pre-quote ST, estimated ST, ordered ST, delivered ST, and invoiced ST, and is equipped with a control unit 20, where, when a quote (specific document) corresponding to one or more pieces of project information to which the pre-quote ST is associated is created, the control unit 20 changes the pre-quote ST associated with this one or more pieces of project information to estimated ST, when a delivery note (specific document) corresponding to one or more pieces of project information to which the ordered ST is associated is created, the control unit 20 changes the ordered ST associated with this one or more pieces of project information to delivered ST, and when an invoice (specific document) corresponding to one or more pieces of project information to which the delivered ST is associated is created, the control unit 20 changes the delivered ST associated with this one or more pieces of project information to invoiced ST,

[0207] (Configuration 5) The management system SY is a management system that manages multiple pieces of project information, where one piece of project information is information that identifies a manufacturing request for one object to be manufactured in accordance with a drawing corresponding to one product (object), and is configured to associate a status with each piece of project information, where the statuses include pre-quote ST, estimated ST, ordered ST, delivered ST, and invoiced ST, and is equipped with a control unit 20, which changes the estimated ST associated with one or more pieces of project information to ordered ST based on user operation, and provides the project information to the user in a manner that allows the user to distinguish between the estimated ST and the ordered ST.

[0208] (Configuration 6) The management system SY is a management system that manages multiple pieces of project information, where one piece of project information is information that identifies a manufacturing request for one object to be manufactured in accordance with a drawing corresponding to one product (object), and is configured to associate a status with each piece of project information, where the statuses include pre-quote ST, estimated ST, ordered ST, delivered ST, and invoiced ST, and is equipped with a control unit 20, which generates an invoice corresponding to one or more pieces of project information based on a user's operation to change each delivered ST associated with one or more pieces of project information to invoiced ST, and provides the generated invoice to the user. [Explanation of symbols]

[0209] SY Management System 1. User terminal 2 Management Server 10 Storage section 20 Control Unit

Claims

1. A management system for managing multiple pieces of project information, A control unit and a storage unit are provided, The control unit generating one piece of project information that specifies a manufacturing request for the one object to be manufactured in accordance with a drawing corresponding to the one object, based on the registration of the drawing in the storage unit; Associating a first status with the generated one piece of case information; Based on the creation of a specific document corresponding to the one piece of case information, the first status associated with the one piece of case information is changed to a second status corresponding to the status next to the first status; The case information is provided to the user in a manner that allows the user to distinguish between the first status and the second status. A management system characterized by:

2. A management server for managing a plurality of pieces of project information, A control unit and a storage unit are provided, The control unit generating one piece of project information that specifies a manufacturing request for the one object to be manufactured in accordance with a drawing corresponding to the one object, based on the registration of the drawing in the storage unit; Associating a first status with the generated one piece of case information; Based on the creation of a specific document corresponding to the one piece of case information, the first status associated with the one piece of case information is changed to a second status corresponding to the status next to the first status; The case information is provided to the user in a manner that allows the user to distinguish between the first status and the second status. A management server comprising:

3. A management method for managing multiple pieces of project information, a step of generating one piece of the project information that specifies a manufacturing request for one object to be manufactured in accordance with a drawing corresponding to the one object, based on the drawing being registered in a storage unit; Associating a first status with the generated one piece of case information; a step of changing the first status associated with the one piece of case information to a second status corresponding to the next status of the first status based on the creation of a specific document corresponding to the one piece of case information; and controlling the display of the one case information in a display area of ​​a user terminal used by the user in a manner that allows the user to distinguish between the first status and the second status. A management method characterized by:

4. A management system for managing multiple pieces of project information, The one piece of project information is information that identifies a manufacturing request for the one object to be manufactured in accordance with a drawing corresponding to the one object, A status is associated with each of the case information, the statuses include at least a first status and a second status corresponding to a status next to the first status, A control unit is provided, The control unit When a specific document corresponding to one or more pieces of case information associated with the first status is created, the first status associated with the one or more pieces of case information is changed to the second status, respectively. A management system characterized by:

5. A management system for managing multiple pieces of project information, The one piece of project information is information that identifies a manufacturing request for the one object to be manufactured in accordance with a drawing corresponding to the one object, A status is associated with each of the case information, the statuses include at least a first status and a second status corresponding to a status next to the first status, A control unit is provided, The control unit changing the first status associated with one or more pieces of case information to the second status based on a user operation; The case information is provided to the user in a manner that allows the user to distinguish between the first status and the second status. A management system characterized by:

6. A management system for managing multiple pieces of project information, The one piece of project information is information that identifies a manufacturing request for the one object to be manufactured in accordance with a drawing corresponding to the one object, A status is associated with each of the case information, the statuses include at least a first status and a second status corresponding to a status next to the first status, A control unit is provided, The control unit Based on a user's operation to change the first status associated with one or more pieces of case information to the second status, a specific document corresponding to the one or more pieces of case information is generated, and the generated specific document is provided to the user. A management system characterized by:

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