Business support device, business support method, and business support program

Abstract

This invention provides a business support device, a business support method, and a business support program that can determine the format of an order form corresponding to the recipient through pattern matching. [Solution] The business support device according to this embodiment is a business support device that includes a control unit and supports the issuance of order forms corresponding to the recipient, and is characterized by having access to basic contract data and a form format master, and comprising: a recipient determination means that determines the recipient category based on a screen launched by the user; a data acquisition means that obtains information that identifies the format of the order form corresponding to the recipient by referring to the basic contract data from the contract number entered by the user; and an order form determination means that determines the format of the order form by pattern matching with each format of the form format master based on the recipient category determined by the recipient determination means and the information acquired by the data acquisition means.

Description

Technical Field

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

Background Art

[0002] For example, in the building maintenance industry, a building maintenance company receives an order for building management services from a customer and commissions manufacturing services, etc. to a subcontractor. Building maintenance companies often belong to a group, and multiple building owner companies belonging to the same group become customers, and the format of the order form for building management services is often changed according to the intention of the building owner company, which is the customer. When the number of order form patterns becomes enormous, it is necessary to develop order forms individually or create them outside the system when the occurrence frequency is low. In addition, when the number of types of order forms increases, the identification of order forms becomes complicated, and there is a problem that mistakes increase.

[0003] Patent Document 1 describes a construction industry law automatic check device that refers to a basic information master, a supplier master, a supplier construction industry license master, and an order form classification master, and outputs a warning based on the supplier information indicating the business partner, the order form classification, and the tax-included order amount input on the slip information registration screen when the business partner is at least one of those without social insurance and without construction industry license, and is provided with an issuing means for issuing an order form specifying the order form format according to the order form classification (for example, see Patent Document 1).

Prior Art Documents

Patent Documents

[0004]

Patent Document 1

Summary of the Invention

Problems to be Solved by the Invention

[0005] Patent Document 1 describes issuing purchase orders in different formats depending on whether or not there is a contract with a supplier, and does not determine the purchase order by pattern matching contract details such as domestic / international sales classification and business classification with the format of a purchase order registered in the master data.

[0006] The present invention has been made in view of the above, and aims to provide a business support device, a business support method, and a business support program that can determine the format of an order form corresponding to the shipping destination by pattern matching. [Means for solving the problem]

[0007] To solve the above-mentioned problems and achieve the objective, the present invention provides a business support device equipped with a control unit that assists in issuing order forms corresponding to customers, and is characterized by comprising: an issuer determination means that can access contract basic data including a contract number and information that identifies the order form format corresponding to the delivery address, a form format master that links the information that identifies the order form format corresponding to the delivery address and the order form format, and determines the issuer category based on a screen launched by the user; a data acquisition means that obtains information that identifies the order form format corresponding to the delivery address by referring to the contract basic data from the contract number entered by the user; and an order form determination means that determines the order form format by pattern matching with each format of the form format master based on the issuer category determined by the issuer determination means and the information acquired by the data acquisition unit.

[0008] Furthermore, the business support device of the present invention is characterized in that, in the basic contract data, the information that identifies the format of the order form corresponding to the recipient is the order form signing relationship, domestic / external sales classification, and total amount including tax.

[0009] Furthermore, the business support device of the present invention is characterized in that it has access to contract numbers, cost detail data including business classification of order contracts, and industry master data which serves as the basis for determining contract work, the data acquisition means acquires business classification from the cost detail data, and the order determination means refers to the industry master data and, based on the information acquired by the data acquisition means, performs pattern matching with each format of the form format master to determine the format of the order.

[0010] Furthermore, the business support method of the present invention is a business support method to be executed by a business support device equipped with a control unit that supports the issuance of order forms corresponding to the recipient, and is capable of accessing contract basic data including a contract number and information that identifies the format of an order form corresponding to the recipient, and a form format master that is set up by linking information that identifies the format of an order form corresponding to the recipient and the format of an order form, and is to be executed by the control unit, comprising: a recipient determination step to determine the recipient category based on a screen launched by the user; a data acquisition step to obtain information that identifies the format of an order form corresponding to the recipient by referring to the contract basic data from the contract number entered by the user; and an order form determination step to determine the format of an order form by pattern matching with each format of the form format master based on the recipient category determined in the recipient determination step and the information obtained in the data acquisition step.

[0011] Furthermore, the business support program of the present invention is a business support program to be executed by a business support device equipped with a control unit that supports the issuance of order forms corresponding to the recipient, and is able to access contract basic data including a contract number and information that identifies the format of the order form corresponding to the recipient, a form format master that is set up by linking information that identifies the format of the order form corresponding to the recipient and the format of the order form, and is characterized in that the control unit is made to execute a recipient determination step that determines the recipient category based on a screen launched by the user, a data acquisition step that obtains information that identifies the format of the order form corresponding to the recipient by referring to the contract basic data from the contract number entered by the user, and an order form determination step that determines the format of the order form by pattern matching with each format of the form format master based on the recipient category determined in the recipient determination step and the information obtained in the data acquisition step. [Effects of the Invention]

[0012] According to the present invention, the format of the order form corresponding to the shipping destination can be determined by pattern matching. [Brief explanation of the drawing]

[0013] [Figure 1] Figure 1 is a block diagram showing an example of the configuration of a business support device. [Figure 2] Figure 2 illustrates the background of the building maintenance industry. [Figure 3] Figure 3 illustrates the pattern matching items in the purchase order. [Figure 4] Figure 4 shows an example of basic contract data and cost breakdown data. [Figure 5] Figure 5 shows an example of a supplier purchase order screen. [Figure 6] Figure 6 shows an example of a form format master. [Figure 7] Figure 7 shows an example of an industry master data. [Figure 8]FIG. 8 is a diagram showing an example of an order form screen for a cooperating company. [Figure 9] FIG. 9 is a diagram showing an example of an order form. [Figure 10] FIG. 10 is a diagram showing an example of an invoice. [Figure 11] FIG. 11 is a diagram showing an example of an order form screen for a customer. [Figure 12] FIG. 12 is a diagram showing an example of contract basic data and cost detail data. [Figure 13] FIG. 13 is a diagram showing an example of an order form screen for a customer. [Embodiment for Carrying Out the Invention]

[0014] Embodiments of the present invention will be described in detail based on the drawings. Note that the present invention is not limited to these embodiments.

[0015] [1. Configuration] Referring to FIG. 1, an example of the configuration of a business support device 100 according to this embodiment will be described. Note that the business support device 100 described below is exemplified as one that supports the issuance of an order form for building maintenance work. FIG. 1 is a block diagram showing an example of the configuration of the business support device 100.

[0016] The business support device 100 is a commercially available desktop personal computer. Note that the business support device 100 is not limited to a stationary information processing system 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 Assistants), smartphone, or tablet personal computer.

[0017] The business support device 100 includes a control unit 102, a communication interface unit 104, a storage unit 106, and an input / output interface unit 108. Each part included in the business support device 100 is communicably connected via an arbitrary communication path.

[0018] The communication interface unit 104 connects the business support device 100 to the network 300 via communication devices such as routers and wired or wireless communication lines such as dedicated lines, enabling communication between them. The communication interface unit 104 has the function of communicating data with other devices via communication lines. Here, the network 300 has the function of connecting the business support 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).

[0019] The input / output interface unit 108 is connected to an input device 400 and an output device 500. The output device 500 can be a monitor (including a home television), a speaker, or a printer. The input device 400 can be a keyboard, a mouse, a microphone, or a monitor that works in conjunction with the mouse to provide pointing device functionality. In the following, the output device 500 may be referred to as the monitor 500, and the input device 400 as the keyboard 400 or mouse 400. Also, the display of information on the monitor 500 and the user's operation of the input device 400 may be referred to as "user operation via UI".

[0020] The memory unit 106 stores various databases, tables, and files. The memory unit 106 also stores computer programs that work in cooperation with the OS (Operating System) to give instructions to the CPU (Central Processing Unit) to perform various processes. As the memory unit 106, for example, memory devices such as RAM (Random Access Memory) and ROM (Read Only Memory), fixed disk devices such as hard disks, flexible disks, and optical disks can be used.

[0021] The memory unit 106 stores, for example, basic contract data 106a, cost detail data 106b, report format master 106c, industry master 106d, and so on.

[0022] The basic contract data 106a includes the contract number, project name, customer code, domestic / external sales classification, purchase order agreement relationship, total sales amount including tax, and total cost amount including tax, as shown in an example in Figure 4. Here, the domestic / external sales classification distinguishes between domestic sales, which are orders from within the group, and external sales, which are orders from outside the group, as shown in Figure 3. The purchase order agreement relationship distinguishes between consignment and agency. Consignment is a form in which the company receives an order from the consignee and then places an order with the outsourcing company, while agency is a form in which the company acts as an agent for placing orders from the consignee to the outsourcing company. Furthermore, in the business support device 100, the information that identifies the format of the purchase order corresponding to the recipient is the domestic / external sales classification, purchase order agreement relationship, total cost amount including tax, and the issuer classification and business classification, which will be described later.

[0023] Cost detail data 106b stores the contract number, cost detail line number, base amount, base consumption tax, tax-inclusive amount, and business classification, as shown in an example in Figure 4.

[0024] As shown in Figure 6 as an example, the document format master 106c stores the recipient category, domestic / external sales category, purchase order agreement relationship, tax-inclusive price minimum, tax-inclusive price maximum, business classification, and purchase order format in a linked manner.

[0025] The industry master 106d stores the criteria for determining contract work. In this embodiment, as shown in Figure 7 as an example, it stores the business classification and a flag indicating whether the business classification requires a construction business license. The flag indicating whether the business requires a construction business license classifies whether it is one of the 29 types of businesses that require a construction business license or another.

[0026] The control unit 102 is a CPU or similar component that comprehensively controls the business support device 100. The control unit 102 has internal memory for storing control programs such as the OS, programs that define various processing procedures, and required data, and executes various information processing based on these stored programs.

[0027] Functionally, the control unit 102 includes a recipient determination unit 102a, a data acquisition unit 102b, an order determination unit 102c, and the like.

[0028] The issuer determination unit 102a determines the issuer category based on the screen launched by the user. Figure 5 shows an example of a cooperating company order form screen, and Figure 11 shows an example of a customer order form screen. When the user launches the cooperating company order form screen MA-1 in Figure 5, the issuer category is determined by the issuer determination unit 102a to be a contractor (cooperating company), and when the user launches the customer order form screen MC-1 in Figure 11, the issuer category is determined to be a contractor (customer).

[0029] The data acquisition unit 102b obtains information that identifies the order form corresponding to the shipping destination by referring to the basic contract data 106a based on the contract number entered by the user via the partner company order screen MA-1 or the customer order screen MC-1. The information that the data acquisition unit 102b obtains from the basic contract data 106a is the domestic / external sales classification, the order conclusion relationship, and the total cost amount including tax. In addition, the data acquisition unit 102b obtains the business classification from the cost detail data 106b.

[0030] The order form determination unit 102c determines the order form format by referencing the industry master 106d and matching it with each format in the document format master 106c, based on the issuer classification determined by the issuer determination unit 102a and the information acquired by the data acquisition unit 102b.

[0031] [2. Processing] Here, specific examples of processes executed by the business support device 100 will be explained with reference to Figures 2 to 13.

[0032] Figure 2 illustrates the background of the building maintenance industry. As shown in Figure 2, building maintenance companies often belong to corporate groups and receive orders for building maintenance work from owner companies A, B, etc., within the same corporate group. In addition to issuing purchase orders to their subcontractors, building maintenance companies also issue and send purchase orders and acceptance forms to owner companies A, B, etc., who are the clients of the building maintenance work. The layout of the purchase orders and acceptance forms sent to owner companies A, B, etc., is determined on a per-owner company basis, resulting in a large number of purchase order patterns. Furthermore, building maintenance companies that hold construction licenses must also meet the requirements for purchase order formats, items to be included, and terms and conditions as stipulated by the Construction Business Act. The business support device 100 of this embodiment can determine the appropriate purchase order format for each recipient from among many purchase order patterns through pattern matching.

[0033] The following describes the order form determination process in the business support device 100 according to this embodiment.

[0034] Figure 5 shows an example of a subcontractor order form screen. When a building maintenance company (user) orders work from a subcontractor (contractor) for building maintenance work it has been contracted to do, it launches the subcontractor order form screen MA-1 shown in Figure 5 to place the order. On the subcontractor order form screen MA-1, the user selects the output target and enters the contract number. Based on the contract number, information identifying the order form format is obtained from the basic contract data 106a and cost detail data 106b, and pattern matching is performed.

[0035] When a user launches the MA-1 order form screen for partner companies and issues an order form, the issuer determination unit 102a determines that the issuer category is a contractor (partner company).

[0036] Furthermore, the data acquisition unit 102b uses the contract number to refer to the basic contract data 106a and cost detail data 106b to obtain the order form corresponding to the recipient, namely the domestic / external sales classification, order conclusion relationship, total amount including tax, and business classification. For subcontractors, the total amount including tax is used. In the basic contract data 106a and cost detail data 106b in Figure 4, the domestic / external sales classification is "domestic sales", the order conclusion relationship is "contracted", the total amount including tax is "110,000", and the business classification is "painting work". The business classification "painting work" is one of 29 industries in the industry master 106d because the construction business license required flag is "true".

[0037] The order determination unit 102c performs pattern matching between the issuer category determined by the issuer determination unit 102a, the domestic / external sales category, the order agreement relationship, the total cost amount including tax, and the business classification, and each format in the form format master 106c. In the form format master 106c shown in Figure 6, the format that matches the issuer category "for contractors", domestic / external sales category "domestic sales", order agreement relationship "contracted", total cost amount including tax "110,000", and business classification "29 industries" is determined to be "Form 001 1-A".

[0038] Once the order form format is determined by pattern matching, "001" is automatically set in the output layout of the supplier order form screen. Figure 8 shows an example of the supplier order form screen MA-2 after automatic setting. In the supplier order form screen MA-2 with the output layout set, when the user confirms the contents and presses the "Output Form" button, the order form (Form 1-A) is output. The design of the form (order form) is printed using the selected form (Form 1-A) from those prepared in advance by the program.

[0039] Figure 9 shows an example of a purchase order. In purchase order MB-1, the contract number is automatically assigned when the purchase order is issued, and the contract number, base amount, base consumption tax, and total amount are printed using values ​​stored in cost detail data 106b. Since the printing position on the purchase order (form) is fixed in the source code, there is no need to manage position information using a master.

[0040] Figure 10 shows an example of a receipt. In the supplier order screens shown in Figures 5 and 8, only order forms are output, but if a receipt is selected, the receipt MB-2 shown in Figure 10 is output. The receipt has the same basic layout as the order form, and the wording is the same, with the only difference being the type of shipment.

[0041] Next, we will explain the process of issuing purchase orders to contractors. Figure 11 shows an example of a customer purchase order screen. When a building maintenance company (user) sends a purchase order to a customer (contractor) for a building maintenance job it has been contracted to do, it launches the customer purchase order screen MC-1 shown in Figure 11 to place the order. On the customer purchase order screen MC-1, the user selects the output target and enters the contract number. Based on the contract number, information identifying the purchase order format is obtained from the basic contract data 106a and cost detail data 106b, and pattern matching is performed.

[0042] When a user launches the customer order form screen MC-1 and issues an order form, the issuer determination unit 102a determines that the issuer is a consignee.

[0043] Furthermore, the data acquisition unit 102b uses the contract number to refer to the basic contract data 106a and cost detail data 106b to obtain the order form corresponding to the recipient, namely the domestic / external sales classification, order conclusion relationship, total amount including tax, and business classification. For the contracted party, the total amount including tax is the total sales amount including tax. In the basic contract data 106a and cost detail data 106b in Figure 12, the domestic / external sales classification is "domestic sales", the order conclusion relationship is "contracted", the total sales amount including tax is "150,000", and the business classification is "painting work". The business classification "painting work" is one of 29 industries in the industry master 106d because the flag requiring a construction business license is "true".

[0044] The order determination unit 102c performs pattern matching between the issuer category determined by the issuer determination unit 102a, the domestic / external sales category, the purchase order conclusion relationship, the total cost amount including tax, and the business classification, and each format in the form format master 106c. In the form format master 106c shown in Figure 6, the format that matches the issuer category "for contractors", domestic / external sales category "domestic sales", purchase order conclusion relationship "contracted", total cost amount including tax "150,000", and business classification "29 industries" is determined to be "Form 002, Type 1-B".

[0045] Once the order form format is determined by pattern matching, "002" is automatically set in the output layout of the partner company order form screen. Figure 13 shows an example of the customer order form screen MC-2 after automatic setting. In the customer order form screen MC-2 with the output layout set, when the user confirms the contents and presses the "Output Form" button, the order form (Form 1-B) is output.

[0046] In the business support device 100 according to this embodiment, the order form format corresponding to the recipient can be determined by pattern matching. Although the above describes the order form issuance process at a building maintenance company, if the order form format differs depending on the customer (building owner), customer information (building owner: contract code) also becomes information that identifies the order form format corresponding to the recipient and becomes an item for pattern matching. Furthermore, in industries other than construction, the business classification can be excluded from the information that identifies the order form format corresponding to the recipient.

[0047] [3. Contribution to the United Nations-led Sustainable Development Goals (SDGs)] This embodiment can contribute to improving operational efficiency and promoting appropriate management decisions by companies, thereby contributing to SDGs Goals 8 and 9.

[0048] Furthermore, this embodiment can contribute to reducing waste and promoting paperless and digital processes, thereby contributing to SDGs Goals 12, 13, and 15.

[0049] Furthermore, this embodiment can contribute to strengthening control and governance, thereby enabling contributions to SDG Goal 16.

[0050] [4. Other Embodiments] In addition to the embodiments described above, the present invention may be implemented in various different embodiments within the scope of the technical idea described in the claims.

[0051] 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 by known methods.

[0052] Furthermore, the processing procedures, control procedures, specific names, information including parameters such as registration data and search conditions for each process, screen examples, and database configuration shown in this specification and in the drawings may be changed at will unless otherwise specified.

[0053] Furthermore, with respect to the business support device 100, each component shown in the diagram is a functional concept and does not necessarily need to be physically configured as shown.

[0054] For example, the processing functions of the business support device 100, particularly those performed by the control unit, may be implemented in whole or in part by a CPU and a program interpreted and executed by the CPU, or they may be implemented as wired logic hardware. The program is recorded on a non-temporary computer-readable recording medium containing programmed instructions for the information processing device to execute the processing described in this embodiment, and is mechanically read by the business support device 100 as needed. That is, a storage unit such as ROM or HDD (Hard Disk Drive) contains a computer program that works in cooperation with the OS to give instructions to the CPU and perform various processing tasks. This computer program is executed by being loaded into RAM and works in cooperation with the CPU to constitute the control unit.

[0055] Furthermore, this computer program may be stored on an application program server connected to the business support device 100 via any network, and it is possible to download all or part of it as needed.

[0056] Furthermore, the program for executing the processing described in this embodiment may be stored on a non-temporary computer-readable recording medium, or it may be configured as a program product. Here, "recording medium" includes any "portable physical medium" such as memory cards, USB (Universal Serial Bus) memory, SD (Secure Digital) cards, flexible disks, magneto-optical disks, ROMs, EPROMs (Erasable Programmable Read Only Memory), EEPROMs (Registered Trademark) (Electrically Erasable and Programmable Read Only Memory), CD-ROMs (Compact Disk Read Only Memory), MOs (Magneto-Optical disks), DVDs (Digital Versatile Disks), and Blu-ray (Registered Trademark) Discs.

[0057] Furthermore, "program" refers to a data processing method described in any language or writing method, regardless of its format, such as source code or binary code. Note that "program" is not necessarily limited to a single, monolithic structure; it also includes distributed structures consisting of multiple modules or libraries, and those that work in cooperation with other programs, such as an operating system, to achieve their functions. Regarding the specific configuration and reading procedures for reading the recording medium in each device shown in the embodiments, as well as the installation procedures after reading, well-known configurations and procedures can be used.

[0058] The various databases stored in the memory unit are storage means such as RAM, ROM, other memory devices, hard disks, flexible disks, and optical disks, and store various programs, tables, databases, and web page files used for various processes and website provision.

[0059] Furthermore, the business support device 100 may be configured as a known personal computer or workstation or other information processing device, or as an information processing device to which any peripheral devices are connected. Alternatively, the business support device 100 may be implemented by installing software (including programs or data, etc.) that realizes the processing described in this embodiment on the device.

[0060] Furthermore, the specific forms of distribution and integration of the devices are not limited to those shown in the illustration, and all or part of them can be configured by functionally or physically distributing and integrating them in any unit according to various additions or functional loads. In other words, the embodiments described above may be implemented in any combination, or the embodiments may be implemented selectively. [Industrial applicability]

[0061] This invention is particularly useful in the real estate industry and the building maintenance industry. [Explanation of Symbols]

[0062] 100 Business support equipment 102 Control Unit 102a Issuer Determination Unit 102b Data acquisition unit 102c Order Form Decision Section 104 Communication Interface Section 106 Storage section 106a Basic Contract Data 106b Cost breakdown data 106c Form Format Master 106d Industry Master 108 Input / Output Interface Section 200 servers 300 Networks 400 Input Devices 500 Output Device

Claims

1. A business support device equipped with a control unit that assists in issuing order forms corresponding to the shipping destination, Basic contract data including contract number and information identifying the order form format corresponding to the shipping address, Information that identifies the order form format corresponding to the recipient, and a form format master set up by linking it to the order form format, Accessible, A means for determining the recipient category based on the screen launched by the user, A data acquisition means that obtains information to identify the order form format corresponding to the shipping address by referring to the basic contract data based on the contract number entered by the user, Based on the issuer classification determined by the issuer determination means and the information acquired by the data acquisition means, an order form determination means determines the format of the order form by pattern matching with each format of the form format master, A business support device characterized by being equipped with the following features.

2. In the aforementioned basic contract data, the information that identifies the order form format corresponding to the recipient is the order agreement relationship, domestic / external sales classification, and total amount including tax. The business support device according to feature 1.

3. Cost details data including contract number and business classification of order contract, Industry master data that serves as the basis for contract management decisions, Accessible, The data acquisition means obtains the business classification from the cost details data, The order form determination means refers to the industry master and, based on the information acquired by the data acquisition means, performs pattern matching with each format in the form format master to determine the format of the order form. The business support device according to feature 1.

4. A business support method to be executed by a business support device equipped with a control unit that assists in issuing order forms corresponding to the shipping destination, Basic contract data including contract number and information identifying the order form format corresponding to the shipping address, Information that identifies the order form format corresponding to the recipient, and a form format master set up by linking it to the order form format, Accessible, To be executed by the control unit, A destination determination step that determines the destination category based on the screen launched by the user, A data acquisition step involves obtaining information to identify the order form format corresponding to the shipping address by referring to the basic contract data based on the contract number entered by the user, and A purchase order determination step, which determines the format of a purchase order by pattern matching with each format of the document format master based on the issuer classification determined in the issuer determination step and the information obtained in the data acquisition step, A business support method characterized by including the following.

5. A business support program to be executed by a business support device equipped with a control unit that assists in issuing order forms corresponding to the shipping destination, Basic contract data including contract number and information identifying the order form format corresponding to the shipping address, Information that identifies the order form format corresponding to the recipient, and a form format master set up by linking it to the order form format, Accessible, The control unit, A destination determination step that determines the destination category based on the screen launched by the user, A data acquisition step involves obtaining information to identify the order form format corresponding to the shipping address by referring to the basic contract data based on the contract number entered by the user, and Based on the issuer classification determined in the issuer determination step and the information acquired in the data acquisition step, the order form determination step determines the format of the order form by pattern matching with each format in the document format master, A business support program characterized by its ability to execute certain actions.

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