How to visualize enterprise business processes as process menus
Patent Information
- Application Number
- JP2024137510
- Authority / Receiving Office
- JP · JP
- Patent Type
- Patents
- Current Assignee / Owner
- Priority Date
- 2023-12-29
- Filing Date
- 2024-08-19
- Publication Date
- 2025-03-07
- Estimated Expiration
- 2044-08-19
AI Technical Summary
【0012】 本発明のERPシステムのユーザインタフェース方法によると、ユーザに慣れたパワーポイントによって自由に「プロセスメニュ」を構成し得るようになる。よって、プロセスメニュエディタに関する深い理解度を求めないということからユーザの接近が容易である。もちろん、パワーポイントによる編集ではなく、他のプログラムやツールで本明細書で開示するプロセスメニュを具現し得ることは言うまでもないため、本発明の特徴と長所は単にパワーポイント(登録商標)を使用することに限らない。一方、ここで明示的に言及されていない効果であっても、本発明の技術的特徴によって期待される以下の明細書に記載された効果及びその暫定的な効果は、本発明の明細書に記載されているように取り扱われることを付言する。
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Figure 0007641604000001_ABST
Abstract
Description
[Technical field]
[0001] The present invention relates to business operations, and more particularly to a user interface method for ERP (Enterprise Resource Planning) software. [Background technology]
[0002] Enterprise resource planning (ERP) refers to a type of software used by business organizations to carry out daily business activities such as finance, accounting, logistics, project management, human resources, risk management and regulatory compliance. An ERP system, which is built by installing this software on a company's computer network system, bundles various business processes together and enables the flow of data between each process. Recently, ERP systems have played an important role in managing many businesses within all companies, and ERP is considered to be an essential element in business activities, just like the electricity that turns on the lights.
[0003] However, because various business processes carried out by companies are integrated into the ERP system, offline business activities are composed of various functions of the ERP system. In other words, the processes built in the ERP system are composed of many businesses and are very complicated compared to other application programs. In an attempt to simplify this complexity, conventional ERP systems vertically organize business processes. For example, from the viewpoint of user interface, business processes are built in the ERP system in the form of a drop-down menu where a submenu opens when a specific button is clicked, or in the form of a folder menu. As a result, users of the ERP system are unable to grasp the processes embodied in the menu at a glance.
[0004] An ERP solution is a system that integrates corporate operations, and companies want to understand their own processes by building an ERP solution and see the built processes at a glance. This is an essential need of most users of ERP solutions. Of course, even if you use a drop-down or folder-style menu, a user who has been experienced for many years may be able to use the functions designed in the ERP solution without any inconvenience. However, there are disadvantages in that it is very difficult to understand the work when the person in charge is changed, and it takes a long time to get used to the work and understand it.
[0005] The inventors of the present invention have conducted research and development for many years in order to solve these problems, and as a result have completed the present invention. Summary of the Invention [Problem to be solved by the invention]
[0006] The object of the present invention is to make it possible to grasp the company's business at a glance on the screen of the ERP solution by forming a user interface by making the menu of the ERP solution itself a process. The inventors consider this to be a very important matter, because if the user interface of the ERP solution itself can provide an environment that allows the user to easily understand the business, even if the business person in charge is changed, the new person in charge can grasp the new business more quickly and accurately and demonstrate his / her own abilities.
[0007] The task of improving the user interface may not be a big deal, because the developer designs it and the coding is done based on that design. However, since the business person does not directly code, the developer and the user end up having different interests and needs. As a result, the user cannot understand the business implemented in the solution unless they understand the developer's intention. Another object of the present invention is to actively reflect the user's intention, not the developer's coding intention, in the user interface. In other words, in making the ERP solution menu itself a process, the present invention aims to provide a means for the user to directly create or adjust the process to reflect their own intention.
[0008] The present invention enables a user to intuitively grasp the overall flow of a task, dynamically understand the progress of the task (i.e., the context of the task), and freely edit the process. Meanwhile, other objects of the present invention that are not explicitly stated will be considered additionally within the scope that can be easily inferred from the following detailed description and its effects. [Means for solving the problem]
[0009] In order to achieve the above object, the present invention provides a user interface method for visualizing an enterprise business process as a process menu in a computer system supporting enterprise resource planning, comprising the steps of: A step of a user terminal accessing the computer system and selecting a process module in which sequential tasks are preregistered from a major classification menu; The method includes the steps of: in a process user interface corresponding to the process module, a menu icon having a hyperlink function for calling a query window or an input window is displayed as a process menu in a diagrammatic process connected with arrow nodes indicating business procedures, and a process menu for moving to another process module is displayed as a part of the diagrammatic process; and when a user terminal clicks on the process menu, the computer system executes any one of a query event, an input event, and an event for connecting other process modules, and a user interface corresponding to the event is displayed on a screen of the computer system.
[0010] In a user interface method for visualizing an enterprise business process as a process menu in a computer system supporting enterprise resource planning according to a preferred embodiment of the present invention, it is preferable that the method further includes a step of displaying, if an event in the process menu that should be performed by the user terminal has not been performed, the number of unexecuted events as an uncompleted number of events in a numerical manner on or adjacent to the corresponding process menu.
[0011] It is also preferable that the method further includes a step in which a process menu editor is displayed simultaneously with the process user interface as a screen area independent of the process user interface, and a user terminal corrects the arrangement of the process menus in the process user interface. Effect of the Invention
[0012] According to the user interface method of the ERP system of the present invention, a "process menu" can be freely configured using PowerPoint, which is familiar to users. Therefore, since a deep understanding of the process menu editor is not required, the user can easily access it. Of course, it goes without saying that the process menu disclosed in this specification can be realized using other programs or tools other than PowerPoint editing, so the features and advantages of the present invention are not limited to simply using PowerPoint (registered trademark). Meanwhile, it is added that even if the effects are not explicitly mentioned here, the effects and provisional effects described in the following specification that are expected by the technical features of the present invention are treated as described in the specification of the present invention. [Brief description of the drawings]
[0013] [Figure 1] 1 is a schematic diagram of a computer system according to a preferred embodiment of the present invention; [Diagram 2] FIG. 1 is a diagram illustrating an example of a high-level category 101 of business operations provided by an ERP system 100 of the present invention. [Diagram 3] 1 is a diagram conceptually showing how process menus 121, 123, and 127 are visualized and provided on a business screen 100 of an ERP system according to a preferred embodiment of the present invention. [Figure 4] FIG. 1 illustrates a scenario of a process user interface 120 for order / shipment processing according to a preferred embodiment of the present invention. [Diagram 5] 1A-1C are diagrams showing examples of menu icons for visually distinguishing process menus according to a preferred embodiment of the present invention; [Figure 6] FIG. 1 is a diagram showing an example of the configuration of a process menu editor 150 as a web editor in a preferred embodiment of the present invention. [Figure 7] FIG. 1 shows an example of a process menu 123 displayed on a process user interface 120 in a preferred embodiment of the present invention. [Figure 8]The present invention relates to a method for manufacturing a semiconductor device, a semiconductor device manufacturing method, and a semiconductor manufacturing method thereof. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS
[0014] In the present invention, the term "process menu" appears. This is an icon that is process-based and has a menu function. For example, according to the present invention, in a user interface corresponding to a business category selected from a large menu of an ERP solution, menu icons having a hyperlink function that calls up a query window or an input window are connected by arrow nodes that indicate the steps of the business. This allows a series of processes to be diagrammed. In other words, a process menu can dynamically show a process that is predefined or uploaded by a user.
[0015] The present invention departs from the traditional drop-down menu and filter menu format and configures the screen of the ERP system in the same flow as the actual business procedure manual of the company. Preferably, the ERP system user who is not a professional developer can directly create and manage the business screen with a PPT file by using PowerPoint (registered trademark) (plug-in). After uploading the created PPT file to the system, the process menu of the present invention, which can be easily used, is completed by simply specifying the icon area, etc., using the web editor.
[0016] Hereinafter, the specific contents of the present invention will be described with reference to the drawings showing the configuration of the present invention by way of example. In describing the present invention, detailed descriptions of related known functions will be omitted if they are obvious to those skilled in the art and may obscure the gist of the present invention.
[0017] FIG. 1 is a schematic diagram of a computer system according to a preferred embodiment of the present invention.
[0018] A computer system server 10 including one or more hardware and software devices constructs an ERP system 100. The computer system server 10 is composed of one or more servers including a DBMS and MSSQL, and includes a backup server 11. It is possible to exchange data with an external server present in a network (not shown) via a communication network.
[0019] The user terminals 1, 1 access the ERP system 100 via a network. As such terminals, various devices such as personal computers, tablet PCs, and smartphones can be used.
[0020] The ERP system 100 of the present invention provides an intuitive and dynamic ERP system to the user through a user interface method described below. Such an intuitive and dynamic user interface can be configured using a process menu editor 150. PowerPoint (registered trademark) made by Microsoft Corporation can be suitably used as the process menu editor 150. Although other presentation programs may be used, PowerPoint (registered trademark), which is widely used on the market, is useful from the viewpoint of versatility.
[0021] The computer system of the present invention includes multiple databases 15 that store various resources and data that enable the services provided by the ERP system 100 .
[0022] 2 is a diagram illustrating an example of a higher-level category 101 of business operations provided by the ERP system 100 of the present invention. Business operations included in such a category 101 are displayed on the screen of the ERP system 100 according to a predetermined rule. For example, it is as follows. HR (Human Resources): Organization, general administration, benefits, etc. LM (Labor Management): Attendance management, labor management, etc. PM (Pay Management): Payroll, social insurance, settlement, retroactive payments, retirement, etc. Evaluation: Competence evaluation, performance evaluation, multifaceted evaluation, comprehensive evaluation, etc. Finance: Financial statements, documents, ledgers, accounts, assets, etc. Budget: Budgeting, deadlines, budget control, carryover, etc. Tax: Electronic tax invoice, VAT, etc. Activities: Sales activities, lead management, field reports, sales results, etc. Sales: Sales planning, unit price management, domestic sales, sales results, etc. Exports: Export control, local conversion, export performance, etc. Services: Customer registration, after-sales service reception processing, paid and free processing, etc. Distribution: Inventory, other inbound and outbound shipments, consignments, etc. Production: Production planning, CAPA, MRP, equipment, performance, etc. Outsourcing: Outsourcing contract, outsourcing order, delivery, performance, etc. Purchase: Purchase price, purchase request, purchase order, delivery, return, etc. Import: Import management, local conversion, import performance, etc. Materials: Material requests, issues, material returns, etc. Quality: Quality standard information, purchasing, income, process, outsourcing, shipping inspection, etc. SCM: Partner orders, purchasing outsourcing, delivery management, etc. Project: Contract, WBS, resource budget, progress rate sales, etc.
[0023] As described above, the sequential tasks among the business tasks classified into the higher category 101 are the processor modules of the present invention, and are embodied by the process user interface and process menu described below.
[0024] FIG. 3 is a diagram conceptually showing how process menus 121, 123, and 127 are visualized and provided on a business screen 100 of an ERP system according to a preferred embodiment of the present invention.
[0025] A main menu including process modules is displayed in the left column 105 of the user screen. Suppose the user terminal selects order / shipment from among the process modules. Then, a process user interface 120 corresponding to the relevant processor module is displayed on the right side of the business screen 110. In other words, the left side is a list and the right side is the process user interface 120. The process user interface 120 is not set for all main menus. The process user interface 120 is set in advance only for sequential business.
[0026] The process user interface 120 includes arrow nodes 130 where process menus 121, 123, 127 are displayed with different icons and indicate the steps of a business. In other words, the process user interface 120 integrates the menus and business processes by connecting the process menus 121, 123, 127 with the arrow nodes 130 to be diagrammed. By clicking the process menus 121, 123, 127, the user can inquire about, move to, or record a business that is predefined in the corresponding menu. The icons and identifiers used in the process user interface 120 will be further described with reference to FIG. 5.
[0027] In addition, a process menu editor 150 is displayed simultaneously with the process user interface 120 as a screen area independent of the process user interface 120 corresponding to the process module. The user terminal can create a PPT file by defining the process menu, work procedures, etc. in PowerPoint format, and the PPT file can be linked to a computer system and uploaded to generate or modify the process user interface. The process user interface created in this way requires fine adjustments such as the layout of the process menu on the screen. The user terminal can perform such operations using the process menu editor 150, which will be further described in FIG. 6.
[0028] FIG. 4 illustrates a scenario of the process user interface 120 for order / shipment processing according to a preferred embodiment of the present invention. Process menus 121, 123, 127, and 128 are connected with arrow nodes to visualize the business process.
[0029] Process menus can be classified into first process menus and second process menus. First process menus are menu icons connected with arrow nodes, and are indicated by 121, 123, 127, and 128. Second process menus are menu icons that are not connected with arrow nodes but immediately execute a predetermined function, and are indicated by 121 and 125 at the upper left of the drawing.
[0030] The user can intuitively grasp the order / shipping process at a glance through this screen, and can immediately call up or move to the desired process screen by clicking on the process menu.
[0031] In addition, the process menus can be classified according to the type of subsequent events, such as a query event, an input event, and an event that connects to other process modules.
[0032] For process menus, it is preferable to display the name of the process menu at the bottom of the menu icon. However, it is difficult to display all the text in the drawings, so for convenience, the drawings show it with symbols. In an actual scenario, it is preferable to display it with text instead of symbols. The actual process menu names displayed instead of symbols are as follows. The part in parentheses is a brief explanation of the function given to the process menu. (1): Input quote (the input event is executed by clicking the menu icon on the user's device) (2): Quote inquiry (an inquiry event is executed by clicking the menu icon on the user's device) (3): Order entry (the input event is executed by clicking the menu icon on the user's terminal) (4): Inquiry about ordered items (the inquiry event is executed by clicking the menu icon on the user terminal) (5): Order inquiry (the inquiry event is executed by clicking the menu icon on the user's terminal) (6): Order change registration (an input event is executed by clicking the menu icon on the user's terminal) (7): Shipping request input (the input event is executed by clicking the menu icon on the user's terminal) (8): Shipping request inquiry (the inquiry event is executed by clicking the menu icon on the user terminal) (9): Statement input (the input event is executed by clicking the menu icon on the user terminal) (10): Transaction statement input (unit price retrospective) (The input event is executed by clicking the menu icon on the user terminal) (11): Production request input (the input event is executed by clicking the menu icon on the user terminal) (12): Purchase request input (the input event is executed by clicking the menu icon on the user's device) (13): Input of consignment shipping request (input event is executed by clicking the menu icon on the user terminal) (14): Partner company order (clicking on a menu icon on the user terminal executes an event that links to other process modules in the same major menu) (15): Inspection management (clicking on a menu icon on the user terminal executes an event that links to a process module of a different major menu) (16): Delegated management (clicking on a menu icon on the user terminal executes an event that links to a process module of a different major menu category) (17): Purchase management (clicking on a menu icon on the user terminal executes an event that links to a process module of a different major menu) (18): Production management (clicking on a menu icon on the user terminal executes an event that links to a process module of a different major menu) (19): Shipment / Sales (By clicking on the menu icon on the user terminal, an event that links to other process modules of the same major menu is executed)
[0033] The user terminal uses a process menu editor to connect process menus with arrow nodes, and may add text 135. Text related to the examination management process menu 127 and text related to the print icon 133 may also be added for this purpose.
[0034] FIG. 5 is a diagram showing an example of menu icons for visually distinguishing process menus according to a preferred embodiment of the present invention.
[0035] The process menu 121 is a menu icon that is provided with a function that allows a user terminal to directly input information when the user clicks on the menu icon.
[0036] Unlike the process menu 121, the process menu 122 is a menu icon that can execute an input event after jumping. In other words, it is a menu icon that is given the function of jumping and inputting by using a characteristic button on the preceding screen. Therefore, unlike the process menu 121, it is not possible to directly open an input screen.
[0037] The process menu 123 is a menu icon that opens a screen for executing an event that queries the target that should proceed to the next screen in the process flow.
[0038] The process menu 124 is a menu icon for displaying graphics, unlike the process menu 123 for displaying objects. It calls up a screen for displaying data in an analyzable form, such as a chart or graph, rather than a screen for displaying general data.
[0039] Process menu 125 calls up a query screen similar to process menu 123. However, it is not connected to other process menus by arrow nodes, i.e., it is a menu icon that calls up a screen that is not related to the process flow, and can execute an event to query input information.
[0040] The process menu 126 is a menu icon that is provided with a function for placing in a batch process. The screen can be opened directly in the process user interface. Through the process menu 126, an Excel form can be uploaded and processed for batch input, or a screen developed to facilitate batch processing by enabling batch copy / paste can be called up.
[0041] Process menu 127 is a menu icon that is given the function of linking to process modules of other major menus, that is, moving to process user interfaces of other major menus. In contrast, process menu 128 is a menu icon that is given the function of linking to other process modules of the same major menu. For example, "Order / Shipping" is classified as a sales process. However, the "Shipping / Sales" process is also predefined as a sales process. In that case, it is linked by process menu 128. However, "Production Management" and "Purchase Management" are preregistered as process modules belonging to other major categories. In that case, it is linked by process menu 127.
[0042] A solid arrow node 130 indicates a process flow that must be processed, and a dotted arrow node 129 indicates a process flow that may be selectively processed.
[0043] Preferably, after executing PowerPoint in which a PowerPoint plug-in function is pre-configured to generate the process user interface of the present invention, a process menu can be created (including modification, addition, and deletion) on the PowerPoint screen, and a PPT file can be created by connecting with an arrow node. Then, the process user interface can be generated by connecting to an ERP system. In this embodiment, PowerPoint that creates a PPT file to be uploaded to the ERP system becomes the process menu editor of the present invention. However, in the case of a web editor, a function for adjusting the arrangement of icon areas is provided. FIG. 6 is a diagram showing an example of the configuration of a process menu editor 150 as a web editor in a preferred embodiment of the present invention. The main configuration of the process menu editor 150 as a web editor in FIG. 6 is as follows:
[0044] Upload 151 uploads a PPT image that will become the background of the process user interface.
[0045] Reset 152 can specify areas other than the background image where menu icons can be clicked, and can reposition menu icon area designations.
[0046] Refresh 153 is a function for updating the screen to check the changed background such as upload, rearrangement of menu icon area, etc.
[0047] The save 154 function is for saving the corresponding contents after rearranging the menu icon area designation.
[0048] Templates 155 provides the ability to download PPT files that guide how to create a process user interface in PowerPoint.
[0049] The PPT download 156 provides a PPT file that records process menus and business procedures that are registered in advance for business process logic related to order receipt / shipment to the user terminal.
[0050] On the other hand, the present invention allows the process user interface 120 to help the user intuitively understand and grasp the overall flow of work related to the selected process module, and can even display "work to be done." In other words, if an event that the user terminal should perform has not been performed, the number of unperformed events can be displayed.
[0051] 7 is a diagram showing an example of a process menu 123 displayed on the process user interface 120 in a preferred embodiment of the present invention. In a process menu 123 where an order inquiry event can be performed, the number of unexecuted events can be displayed as a number 163 adjacent to the process menu 123 or above the process menu 123. In the case of FIG. 7, the user should perform three order inquiry events. In other words, the three orders have not been inquired. When the user executes the inquiry event, the number 163 of the number of unexecuted events changes or disappears.
[0052] The number of pending cases can be displayed numerically not only for the order inquiry event but also for process menus such as quotation inquiry, order item inquiry, and shipping request inquiry.
[0053] FIG. 8 shows a simplified overall process of a user interface method for visualizing an enterprise business process as a process menu in a computer system supporting enterprise resource planning according to a preferred embodiment of the present invention.
[0054] First, a user terminal accesses the ERP system of the present invention and selects a process module in which sequential tasks are registered in advance from a major classification menu (S110). For example, an order / shipment module may be selected.
[0055] The ERP system server then displays a process user interface corresponding to the selected process module S120. As described above, this process user interface includes process menus and arrow nodes that define the business procedures of the process menus. The process menus are menu icons that have a query window, an input window, and a hyperlink function that calls other process modules. The arrow nodes link the process menus to show the business procedures. The process user interface diagrammed with such process menus and arrow nodes allows the user to intuitively grasp the flow of business.
[0056] Next, the input means of the user terminal selects a specific process menu, and then executes an event of a function assigned to the process menu (S130). That is, when the user terminal clicks on a specific process menu, the ERP computer system displays a screen for executing one of a query event, an input event, and an event linking other process modules. The user executes the corresponding event on that screen.
[0057] In addition, in the computer system for supporting enterprise resource planning according to an embodiment of the present invention, the user interface method for visualizing an enterprise business process as a process menu may be embodied in the form of program instructions that can be executed by various computer means and recorded on a computer readable medium. In addition, the computer readable medium in which the above steps are embodied in the form of program instructions may include program instructions, data files, data structures, etc., either alone or in combination. The program instructions recorded on the medium may be specially designed and constructed for the present invention, or may be known and usable by those skilled in the art of computer software.
[0058] Examples of computer readable media may include magnetic media such as hard disks, floppy disks, and magnetic tapes, optical recording media such as CD-ROMs, DVDs, magneto-optical media such as floptical disks, and hardware devices specifically configured to store and execute program instructions such as ROM, RAM, flash memory, etc. Examples of program instructions include high-level language codes that may be executed by a computer using an interpreter, etc., as well as machine code, such as that produced by a compiler. The hardware devices described above may be configured to operate as one or more software modules to perform the operations of the present invention, and vice versa.
[0059] Meanwhile, the scope of protection of the present invention is not limited to the description and expression of the embodiments explicitly described above. Various substitutions and modifications are possible within the scope of protection of the present invention. Furthermore, it is to be noted that the scope of protection of the present invention is not limited by obvious modifications or substitutions made in the technical field to which the present invention belongs.
[0060] By implementing the method of the present invention in an ERP system, a user in charge of ERP operations, who is not a developer, can directly and easily create and modify a process menu screen using PowerPoint (plug-in), and the created / modified process menu can be immediately applied to a web screen.
[0061] The process menu of the present invention may immediately execute events such as inquiries and inputs on the user interface. In addition to intuitively showing the flow of process work to the user, the number of work items to be processed can be presented, thereby further improving the usefulness of the ERP solution. Since the user can easily and freely edit the process, the know-how of the work can be reflected more dynamically on the ERP screen when performing the work, rather than the conventional static management of documents.
Claims
1. A user interface method for visualizing an enterprise business process as a process menu in a computer system supporting enterprise resource planning, comprising: A step of a user terminal accessing the computer system and selecting a process module in which sequential tasks are preregistered from a major classification menu; In a process user interface corresponding to the process module, a menu icon having a hyperlink function for calling a query window or an input window is displayed as a process menu in a diagrammatic process in which the menu icon is connected with an arrow node indicating a procedure of a business, and a process menu for moving to another process module is displayed as a part of the diagrammatic process; when a user terminal clicks on the process menu, the computer system executes one of a query event, an input event, and an event linking other process modules, and a user interface corresponding to the event is displayed on a screen of the computer system.
2. 2. A user interface method for visualizing an enterprise business process as a process menu in a computer system that supports enterprise resource planning as described in claim 1, further comprising a step of displaying the number of unexecuted events as a number of uncompleted events in a numerical manner on or adjacent to the process menu if an event that the user terminal should perform among the process menus has not been executed.
3. a process menu editor is displayed simultaneously with the process user interface as a separate screen area from the process user interface; 2. The user interface method for visualizing an enterprise business process as a process menu in a computer system supporting enterprise resource planning according to claim 1, further comprising the step of: modifying, by a user terminal, a layout of the process menu of the process user interface.
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