Discount management device, discount management method, and discount management program

Abstract

To provide a discount management device, a discount management method, and a discount management program which, in a business circle having a plurality of sales items found and a business circle having sales in which a plurality of sections are involved, create a discount detail for each of sections, items, and sales tax divisions of original sales which are a target of a lump sum discount to accurately create an accounting journal and raise accuracy of section classified profit and loss.SOLUTION: A discount management device includes: a sales acquisition unit which acquires sales appropriation data including sales sections in a company, billing destinations, items, a sales main body amount, and a sales tax rate set therein; a discount acquisition unit which acquires discount data including the sales sections, the billing destinations, the items, a main body discount amount, and the sales tax rate set therein on the basis of a billing destinations classified and item classified discount rate master and the sales appropriation data; and a billing detail acquisition unit which acquires billing detail data of each of the billing destinations on the basis of the sales appropriation data and the discount data.SELECTED DRAWING: Figure 1

Description

[Technical field]

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

[0002] Patent document 1 discloses a configuration for informing a customer of the discount status, including not only the discounted price of a product but also the post-discount tax amount, based on the product sales data and the tax rate for each tax type of the product. [Prior art documents] [Patent documents]

[0003] [Patent Document 1] Japanese Patent Application Publication No. 10-124757 Summary of the Invention [Problem to be solved by the invention]

[0004] However, the invention described in Patent Document 1 above had a problem in that when applying a lump-sum discount at the time of invoicing, if there are sales across multiple bases or departments, it was not possible to automatically create sales discounts divided by the department in which the original sales were recorded.

[0005] The present invention has been made in consideration of the above problems, and aims to provide a discount management device, discount management method, and discount management program that can create discount details for each department, item, and consumption tax category of the original sale that is subject to a lump-sum discount, correctly create accounting entries, and improve the accuracy of departmental profit and loss in industries where multiple sales items occur (e.g., the logistics industry) and industries where multiple departments are involved in sales for one sale, and that can provide a discount management device, discount management method, and discount management program that can create discount details for each department, item, and consumption tax category of the original sale that is subject to a lump-sum discount, correctly create accounting entries, and improve the accuracy of departmental profit and loss. [Means for solving the problem]

[0006] In order to solve the above-mentioned problems and achieve the objective, the discount management device of the present invention is a discount management device equipped with a memory unit and a control unit, wherein the memory unit is equipped with a billing-destination-by-item-by-discount-rate master in which the billing destination, item, and discount rate of a product are linked and set, and the control unit is equipped with a sales acquisition means for acquiring sales accounting data in which the sales department within a company, the billing destination, the item, the sales amount, and a consumption tax rate are set, a discount acquisition means for acquiring discount data in which the sales department, the billing destination, the item, the sales amount, and the consumption tax rate are set based on the billing-destination-by-item-by-discount-rate master and the sales accounting data, and a billing detail acquisition means for acquiring billing detail data for each billing destination based on the sales accounting data and the discount data.

[0007] In the discount management device according to the present invention, the control unit further comprises a journal entry creating means for creating journal entry data based on the sales recording data and the discount data.

[0008] In addition, in the discount management device of the present invention, the journal entry creation means creates the journal entry data summarized by sales department, account item, and consumption tax rate based on the sales recording data and the discount data.

[0009] In the discount management device according to the present invention, the control unit further comprises a profit and loss calculation means for acquiring departmental profit and loss calculation data based on the journalization data.

[0010] In the discount management device according to the present invention, the profit and loss calculation means acquires the departmental profit and loss calculation data compiled by the sales department and by account item based on the journal entry data.

[0011] In addition, in the discount management device of the present invention, the memory unit further includes a billing destination master in which the billing destination is set, an item master in which the items are set, and a product name master in which the products and the items are linked and set, and the control unit further includes a master setting means for setting the discount rate master for each billing destination and item based on the billing destination master, the item master, and the product name master.

[0012] In addition, in the discount management device of the present invention, the memory unit further includes a department master in which the sales department is set, and the sales acquisition means acquires the sales recording data including sales data set in linkage with a sales identifier, the sales department within the company, and the billing destination, as well as sales detail data set in linkage with the sales identifier, the item, the product, the net sales amount, and the consumption tax rate.

[0013] In addition, in the discount management device of the present invention, the discount acquisition means acquires the discount data aggregated by the sales department, the billing destination, and the consumption tax rate based on the billing destination-by-item-by-discount rate master and the sales recording data.

[0014] In addition, the discount management method of the present invention is a discount management method to be executed by a discount management device having a memory unit and a control unit, the memory unit having a billing-destination-by-item-by-discount-rate master that links and sets the billing destination, item, and discount rate of a product, and the control unit includes a sales acquisition step to be executed by the control unit, which acquires sales accounting data that sets the sales department within a company, the billing destination, the item, the net sales amount, and the consumption tax rate, a discount acquisition step to acquire discount data that sets the sales department, the billing destination, the item, the net sales discount amount, and the consumption tax rate based on the billing-destination-by-item-by-discount-rate master and the sales accounting data, and a billing detail acquisition step to acquire billing detail data for each billing destination based on the sales accounting data and the discount data.

[0015] In addition, the discount management program of the present invention is a discount management program to be executed by a discount management device having a memory unit and a control unit, wherein the memory unit has a billing-destination-by-item-by-discount-rate master in which the billing destination, item, and discount rate of a product are linked and set, and the control unit executes a sales acquisition step of acquiring sales accounting data in which the sales department within a company, the billing destination, the item, the net sales amount, and the consumption tax rate are set, a discount acquisition step of acquiring discount data in which the sales department, the billing destination, the item, the net sales discount amount, and the consumption tax rate are set based on the billing-destination-by-item-by-discount-rate master and the sales accounting data, and a billing detail acquisition step of acquiring billing detail data for each billing destination based on the sales accounting data and the discount data. Effect of the Invention

[0016] According to the present invention, when a lump-sum discount is applied at the time of invoicing, if there is a sale across multiple bases or departments, the sales discount is automatically created for each department of the original sales, thereby improving the accuracy of the company's departmental profit and loss in the accounting system. Also, according to the present invention, when a lump-sum discount is applied at the time of invoicing, the sales discount is automatically created for each consumption tax category for each item of the original sales, thereby enabling the automation of accounting that meets the accounting requirements. Also, according to the present invention, when a lump-sum discount is applied at the time of invoicing, the details of the sales discount created separately from the invoice details can be tallied and printed. Also, according to the present invention, the accuracy of the amount of the sales discount in the departmental profit and loss can be improved. Also, according to the present invention, the lump-sum discount applied before the invoicing process is automated, thereby enabling the calculation time to be shortened and the occurrence of operational errors to be eliminated. Also, according to the present invention, the management of departmental profit and loss in the logistics industry can be facilitated. In addition, the present invention has the effect of making it possible to create discount details according to master settings and grasp profit and loss by department that takes the created discount details into account from the expression method on the invoice, etc. In addition, the present invention has the effect of shortening the administrative processing time for sales discounts. In addition, the present invention has the effect of calculating discounts by department, subject, and consumption tax category, and tallying and printing departments that are not relevant to the billing recipient on the invoice, and printing by subject and consumption tax rate category. [Brief description of the drawings]

[0017] [Figure 1] FIG. 1 is a block diagram showing an example of the configuration of a discount management device according to this embodiment. [Diagram 2] FIG. 2 is a diagram showing an example of the billing destination master in this embodiment. [Diagram 3] FIG. 3 is a diagram showing an example of the item master in this embodiment. [Figure 4] FIG. 4 is a diagram showing an example of the product name master in this embodiment. [Diagram 5] FIG. 5 is a diagram showing an example of the department master in this embodiment. [Figure 6] FIG. 6 is a diagram showing an example of the billing destination-item-specific discount rate master in this embodiment. [Figure 7] FIG. 7 is a diagram showing an example of a system data structure in this embodiment. [Figure 8] FIG. 8 is a flowchart showing an example of the process of the discount management device in this embodiment. [Figure 9] FIG. 9 is a diagram showing an example of the discount management process in this embodiment. [Figure 10] FIG. 10 is a diagram showing an example of the sales recording process in this embodiment. [Figure 11] FIG. 11 is a diagram showing an example of a billing statement in this embodiment. [Figure 12] FIG. 12 is a diagram showing an example of journal data in this embodiment. [Figure 13] FIG. 13 is a diagram showing an example of a divisional profit and loss statement in this embodiment. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0018] DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS An embodiment of the present invention will be described in detail with reference to the drawings. However, the present invention is not limited to the embodiment.

[0019] [1. Overview] First, an overview of the present invention will be described.

[0020] Previously, when sales discounts needed to be calculated separately for each item and consumption tax rate, manual input led to errors. Also, previously, when inputting discounts separately for each department, the details were printed separately on the invoice, leading to a sense of unfairness in that the discounts were recorded for the department with the highest sales.

[0021] Therefore, in this embodiment, a mechanism is provided in which discounts are created for each department where original sales occur, and even if sales are made in multiple departments, discounts are created for each discount recording department. In addition, in this embodiment, a mechanism is provided in which the discount rate can be set for each item, and by making it possible to set it for each item, the discount rate can be changed for each item such as transportation costs, labor costs, storage fees, and highway fees. In addition, in this embodiment, a mechanism is provided in which the consumption tax rate of the discount for each tax rate of the original sales can also be created separately, that is, a discount for sales with a consumption tax of 8% can be calculated at a consumption tax rate of 8%, and a discount for sales with a consumption tax of 10% can be calculated at a consumption tax rate of 10%. In addition, in this embodiment, a mechanism is provided in which the details of the sales discounts created separately for each discount recording department are not relevant to the billing destination, and the details are totaled and printed on the invoice. However, in this embodiment, a mechanism is provided in which, when the tax rate of the discount target amount is different, the tax rate is printed separately on the invoice.

[0022] [2. Configuration] An example of the configuration of the discount management device 100 according to this embodiment will be described with reference to Figures 1 to 7. Figure 1 is a block diagram showing an example of the configuration of the discount management device 100 according to this embodiment.

[0023] 1, the discount management device 100 is a commercially available desktop personal computer. The discount management device 100 is not limited to a stationary information processing device such as a desktop personal computer, but may be a portable information processing device such as a commercially available notebook personal computer, a PDA (Personal Digital Assistant), a smartphone, or a tablet personal computer.

[0024] The discount management device 100 includes a control unit 102, a communication interface unit 104, a memory unit 106, and an input / output interface unit 108. Each unit included in the discount management device 100 is connected to each other so as to be able to communicate with each other via any communication path.

[0025] The communication interface unit 104 communicatively connects the discount management device 100 to the network 300 via a communication device such as a router and a wired or wireless communication line such as a dedicated line. The communication interface unit 104 has a function of communicating data with other devices via the communication line. Here, the network 300 has a function of connecting the discount management device 100 and the server 200 to each other so that they can communicate with each other, and is, for example, the Internet or a LAN (Local Area Network).

[0026] An input device 112 and an output device 114 are connected to the input / output interface unit 108. The output device 114 may be a monitor (including a touch panel), a speaker, or a printer. The input device 112 may be a keyboard, a mouse, a microphone, or a monitor that cooperates with a mouse to realize a pointing device function. In the following, the output device 114 may be referred to as the monitor 114 or the printer 114, and the input device 112 may be referred to as the keyboard 112 or the mouse 112.

[0027] The storage unit 106 stores various databases, tables, files, and the like. The storage unit 106 records computer programs for cooperating with an OS (Operating System) to give instructions to a CPU (Central Processing Unit) to perform various processes. 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 as the storage unit 106. The storage unit 106 includes a billing destination master 106a, an item master 106b, a product name master 106c, a department master 106d, a billing destination and item-specific discount rate master 106e, and a transaction database 106f.

[0028] The billing destination master 106a is a master that sets the billing destination of the product. Here, the billing destination master 106a may set the billing destination code, the billing destination name, and the like.

[0029] An example of the billing destination master 106a in this embodiment will now be described with reference to Fig. 2. Fig. 2 is a diagram showing an example of the billing destination master 106a in this embodiment.

[0030] As shown in FIG. 2, the billing destination master 106a in this embodiment is set in such a manner that the billing destination code of the product and the billing destination name of the product are linked to each other.

[0031] 1, the item master 106b is a master that sets the item of a product. Here, the item master 106b may set an item code, an item name, and the like.

[0032] Here, an example of the item master 106b in this embodiment will be described with reference to Fig. 3. Fig. 3 is a diagram showing an example of the item master 106b in this embodiment.

[0033] As shown in FIG. 3, the item master 106b in this embodiment is set with the item code of the product and the item name of the product linked to each other.

[0034] 1, the product name master 106c is a master that associates products and items with each other. Here, the product name master 106c may include product name codes, product names, and item codes.

[0035] An example of the product name master 106c in this embodiment will now be described with reference to Fig. 4. Fig. 4 is a diagram showing an example of the product name master 106c in this embodiment.

[0036] As shown in FIG. 4, the product name master 106c in this embodiment is set so that the product name code, the product name, and the item code of the product are linked to each other.

[0037] 1, the department master 106d is a master that sets the sales department of the product. Here, the department master 106d may set a department code, a department name, and the like.

[0038] An example of the department master 106d in this embodiment will now be described with reference to Fig. 5. Fig. 5 is a diagram showing an example of the department master 106d in this embodiment.

[0039] As shown in FIG. 5, in the department master 106d in this embodiment, the department code of the sales department of the product and the department name of the sales department of the product are set in association with each other.

[0040] Returning to Fig. 1, the billing destination-specific item-specific discount rate master 106e is a master that associates the billing destination, item, and discount rate of the product. Here, the billing destination-specific item-specific discount rate master 106e may be set with a billing destination code, item code, discount rate, discounted item name code, etc.

[0041] Here, an example of the billing destination-by-item-based discount rate master 106e in this embodiment will be described with reference to Fig. 6. Fig. 6 is a diagram showing an example of the billing destination-by-item-based discount rate master 106e in this embodiment.

[0042] As shown in FIG. 6, the billing destination and item-specific discount rate master 106e in this embodiment is set in such a manner that the billing destination code of the product, the item code of the product, the discount rate of the product, and the discount item name code of the discounted item are linked together.

[0043] Returning to Fig. 1, the transaction database 106f stores transaction data. Here, the transaction data may include sales data, sales detail data, sales accounting data, discount data, billing detail data, billing data, journal data, departmental profit and loss calculation data, order data, and / or payment data.

[0044] The control unit 102 is a CPU or the like that performs overall control of the discount management device 100. The control unit 102 has an internal memory for storing control programs such as an OS, programs that define various processing procedures, and required data, and executes various information processing based on these stored programs. In terms of functional concept, the control unit 102 includes a master setting unit 102a, a sales acquisition unit 102b, a discount acquisition unit 102c, a billing statement acquisition unit 102d, an accounting entry creation unit 102e, and a profit and loss calculation unit 102f.

[0045] The master setting unit 102a sets the master. Here, the master setting unit 102a may set the billing destination and item-specific discount rate master 106e based on the billing destination master 106a, the item master 106b, and the item name master 106c.

[0046] The sales acquisition unit 102b acquires sales data of a product. Here, the sales acquisition unit 102b may acquire sales data in which a sales department within a company, a billing destination, an item, a net sales amount, and a consumption tax rate are set. The sales acquisition unit 102b may also acquire sales data including sales data in which a sales identifier, a sales department within a company, and a billing destination are linked together, and sales detail data in which the sales identifier, an item, a product, a net sales amount, and a consumption tax rate are linked together.

[0047] An example of a system data structure in this embodiment will now be described with reference to Fig. 7. Fig. 7 is a diagram showing an example of a system data structure in this embodiment.

[0048] As shown in Fig. 7, in this embodiment, the item name master 106c is set based on the item master 106b, and the invoice-by-item discount rate master 106e is set based on the invoice master 106a, the item master 106b, and the item name master 106c. As shown in Fig. 7, in this embodiment, sales data is obtained based on the department master 106d and the invoice master 106a, and sales statement data is obtained based on the sales data, the item master 106b, and the item name master 106c.

[0049] Returning to FIG. 1, the discount acquisition unit 102c acquires discount data. Here, the discount acquisition unit 102c may acquire discount data in which the sales department, billing destination, item, main body discount amount, and consumption tax rate are set based on the billing destination-specific item-specific discount rate master 106e and the sales recording data. The discount acquisition unit 102c may also acquire discount data aggregated by sales department, billing destination, and consumption tax rate based on the billing destination-specific item-specific discount rate master 106e and the sales recording data.

[0050] The billing detail acquisition unit 102d acquires billing detail data. Here, the billing detail acquisition unit 102d may acquire the billing detail data for each billing destination based on the sales appropriation data and the discount data.

[0051] The journal entry creating unit 102e creates journal entry data. Here, the journal entry creating unit 102e may create the journal entry data based on the sales appropriation data and the discount data. The journal entry creating unit 102e may also create the journal entry data that is aggregated by sales department, by account item, and by consumption tax rate based on the sales appropriation data and the discount data.

[0052] The profit and loss calculation unit 102f acquires the profit and loss calculation data by department. Here, the profit and loss calculation unit 102f may acquire the profit and loss calculation data by department based on the journal entry data. In addition, the profit and loss calculation unit 102f may acquire the profit and loss calculation data by department that is aggregated by sales department and by account item based on the journal entry data.

[0053] [3. Specific Examples] A specific example of this embodiment will be described with reference to FIGS.

[0054] [Discount Management Processing] An example of discount management processing in this embodiment will now be described with reference to Fig. 8. Fig. 8 is a flowchart showing an example of processing by the discount management device 100 in this embodiment.

[0055] As shown in FIG. 8, the master setting unit 102a sets the billing destination and item-specific discount rate master 106e based on the billing destination master 106a, the item master 106b, and the item name master 106c (step SA-1).

[0056] Then, the sales acquisition unit 102b acquires sales data that is set by linking the sales number, sales department within the company, and billing destination based on the department master 106d and the billing destination master 106a, acquires sales detail data that is set by linking the sales number, item, product, sales amount, and consumption tax rate based on the sales data, item master 106b, and product name master 106c, and acquires sales accounting data that includes the sales data and the sales detail data (step SA-2).

[0057] Then, the discount acquisition unit 102c acquires discount data including the sales department, billing destination, item, product discount amount, and consumption tax rate, which are aggregated by sales department, billing destination, and consumption tax rate, based on the billing destination-by-item-by-discount rate master 106e and the sales recording data (step SA-3).

[0058] Then, the billing details acquisition unit 102d acquires billing details data for each billing destination based on the sales entry data and the discount data (step SA-4).

[0059] Then, the journal entry preparation unit 102e prepares journal entry data that is compiled by sales department, by account item, and by consumption tax rate based on the sales appropriation data and the discount data (step SA-5).

[0060] Then, the profit and loss calculation section 102f acquires departmental profit and loss calculation data compiled by sales department and by account item based on the journalization data (step SA-6), and ends the process.

[0061] Here, an example of discount management processing in this embodiment will be described with reference to Figures 9 to 13. Figure 9 is a diagram showing an example of discount management processing in this embodiment.

[0062] As shown in FIG. 9, in this embodiment, a billing destination master 106a is set based on input by the user via billing destination master maintenance (e.g., billing destination name), an item master 106b is set based on input by the user via item master maintenance (e.g., item name), an item name master 106c is set based on input by the user via item name master maintenance (e.g., item name) and the item master 106b, a department master 106d is set based on input by the user via department master maintenance (e.g., department name), and a billing destination-by-item-by-item discount rate master 106e is set based on input by the user via billing destination-by-item-by-discount rate master maintenance (e.g., discount rate), the billing destination master 106a, the item master 106b, and the item name master 106c.

[0063] As shown in FIG. 9, in this embodiment, sales data and sales statement data are acquired by a sales recording process based on various masters.

[0064] An example of the sales recording process in this embodiment will now be described with reference to Figures 2 to 5 and 10. Figure 10 is a diagram showing an example of the sales recording process in this embodiment.

[0065] As shown in FIG. 10, in this embodiment, sales data is obtained based on the department master 106d shown in FIG. 5 and the billing destination master 106a shown in FIG. 2, and sales detail data is obtained based on the sales data, the item master 106b shown in FIG. 3, and the item name master 106c shown in FIG. 4.

[0066] Returning to FIG. 9, in this embodiment, discount data is acquired by a lump-sum discount process based on the billing-destination-item-specific discount rate master 106e and sales posting data.

[0067] Here, an example of the lump-sum discount process in this embodiment will be described with reference to FIG. 6 and FIG.

[0068] As shown in Fig. 10, in this embodiment, discount data is acquired based on the billing destination-specific item-specific discount rate master 106e, sales data, and sales detail data shown in Fig. 6. Thus, as shown in Fig. 10, in this embodiment, when the item code of company A is vehicle-built transportation, the sales department codes are different, so two vouchers are not tallied and discount sales for two vouchers are created. Also, as shown in Fig. 10, in this embodiment, when the item code of company A is individual-built transportation, the sales department codes and consumption tax rate classification are the same, so two vouchers are tallied and discount sales for one voucher are created.

[0069] Specifically, as shown in Fig. 10, in the collective discount process in this embodiment, (1) sales that are the same as the billing code and item code of the billing-by-item discount rate master 106e shown in Fig. 6 are extracted. That is, as shown in Fig. 10, in the collective discount process in this embodiment, the "billing code" of the sales data is extracted, and the "item code" of the sales detail data is extracted, so that sales data of "sales numbers": U00001-U00004 are extracted as target data of company A with "billing code": S01, and sales data of "sales numbers": U00011-U00020 are extracted as target data of company B with "billing code": S02.

[0070] Then, as shown in FIG. 10, in the bulk discount processing in this embodiment, (2) the "sales amount" is aggregated using the "billing destination code," "sales department code," "item code," and "consumption tax rate category" of the extracted sales data as aggregation key items, and sales data is created that is the negative amount multiplied by the discount rate by billing destination and item-specific discount rate master 106e shown in FIG. 6.

[0071] That is, as shown in FIG. 10, in the bulk discount processing of this embodiment, discount data for three vouchers with "Sales Numbers": U00021-U00023 is created as a result of aggregating four vouchers with "Sales Numbers": U00001-U00004, which are the target data for Company A, whose "Billing Code" is S01, based on the "Sales Department Code," "Billing Code," and "Billing Name" of the sales data, and the "Item Code" and "Consumption Tax Rate Category" of the sales detail data. Here, as shown in FIG. 10, in this embodiment, the reason there is one less voucher for the discount data than the target data is that there is target data for "Sales Number" U00001 and U00002 that correspond to the discount data for the created "Sales Number" U00021, and because the aggregation keys are the same, they have been aggregated into one voucher. The sum of the "Net Sales Amount" of "Sales Number" U00001: 11,000 and the "Sales Amount" of "Sales Number" U00002: 12,000 is calculated as 23,000, and discount data of -2,300 is created using the formula 23,000 x (discount rate in the discount rate master 106e by billing destination and item: 10%) ÷ 100 x (-1). 10, in this embodiment, for discount data for "Sales Numbers" U00022 and U00023 of Company A, whose "Billing Code" is S01, the target data is "Sales Numbers" U00003 and U00004, and the "Sales Department Codes" are separate, so the discount data is also created separately. Also, for discount data for "Sales Numbers" U00030 and U00031 of Company B, whose "Billing Code" is S02, the target data is "Sales Numbers" U00019 and U00020, and the "Consumption Tax Rate Classifications" are separate, so the discount data is also created separately.

[0072] Then, as shown in FIG. 10, in the bulk discount processing in this embodiment, (3) the “discount target category” of the extracted sales detail data is updated from “0: normal” to “1: target”, and discount data is created with the “discount target category” set to “9: discount detail”.

[0073] Returning to FIG. 9, in this embodiment, billing details data for each billing destination is obtained based on the sales entry data and discount data, and a billing detail is printed out.

[0074] Here, an example of a billing statement in this embodiment will be described with reference to Fig. 11. Fig. 11 is a diagram showing an example of a billing statement in this embodiment.

[0075] As shown in Fig. 11, in this embodiment, the invoice recipient does not need to separate discount data by sales department, so the discount amount is totaled and printed on the invoice. However, as shown in Fig. 11, in this embodiment, if the tax rate of the discounted amount is different, the discount amount is printed separately.

[0076] Specifically, as shown in FIG. 11, in this embodiment, as the discount amount, sales detail data for "Discount target category = 1: Applicable" is extracted and printed for each "Consumption tax rate category," and as the discount amount, sales detail data for "Discount target category = 9: Discount detail" is extracted and printed for each "Consumption tax rate category."

[0077] That is, as shown in Fig. 11, in this embodiment, since only one type of "consumption tax rate category = 0:10%" data exists as "discount target category = 1: target" data for Company A, the "consumption tax rate category = 0:10%" data for "sales slip number": U00001 to U00004 is aggregated, and 50,000 is printed as the discount target amount. Also, as shown in Fig. 11, in this embodiment, since only one type of "consumption tax rate category = 0:10%" data exists as "discount target category = 9: discount details" data for Company A, the "consumption tax rate category = 0:10%" data for "sales slip number": U00021 to U00023 is aggregated, and 5,000 is printed as the discount target amount.

[0078] Also, as shown in FIG. 11, in this embodiment, the data for Company B's "discount target category = 1: target" includes three types of data for "consumption tax rate category = 0: 10%, 1: non-taxable, 8: old tax rate (8%)", so the data for "sales slip number": U00011 to U00018 with "consumption tax rate category = 0: 10%" is aggregated and 1,160,000 is printed as the discount target amount, the data for "sales slip number": U00020 with "consumption tax rate category = 8: old tax rate (8%)" is aggregated and 200,000 is printed as the discount target amount, and only the data for "sales slip number": U00019 with "consumption tax rate category = 1: non-taxable" is aggregated and 190,000 is printed as the discount target amount. Also, as shown in FIG. 11, in this embodiment, the data for Company B's "Discount target category = 9: Discount details" includes three types of data for "Consumption tax rate category = 0: 10%, 1: Non-taxable, 8: Old tax rate (8%)", so the data for "Sales slip number": U00024 to U00029 with "Consumption tax rate category = 0: 10%" is aggregated and 58,000 is printed as the discount amount, only the data for "Sales slip number": U00031 with "Consumption tax rate category = 8: Old tax rate (8%)" is aggregated and 10,000 is printed as the discount amount, and only the data for "Sales slip number": U00030 with "Consumption tax rate category = 1: Non-taxable" is aggregated and 9,500 is printed as the discount amount.

[0079] Returning to FIG. 9, in this embodiment, journal data is created based on sales recording data and discount data as journal-linked data creation processing.

[0080] Here, an example of the journal data in this embodiment will be described with reference to Fig. 12. Fig. 12 is a diagram showing an example of the journal data in this embodiment.

[0081] As shown in Fig. 12, in this embodiment, the discount details are prepared by the original sales department, by account item, and by consumption tax category, so that accounting journal entries can also be separated and linked. Here, as shown in Fig. 12, in this embodiment, the sales data and sales detail data are compiled by the sales department, by account item, and by consumption tax category based on the sales number, and journal entry data is prepared.

[0082] Returning to FIG. 9, in this embodiment, departmental profit and loss statement data is acquired based on the journal entry data, and a departmental profit and loss statement is printed out.

[0083] Here, an example of a departmental profit and loss statement in this embodiment will be described with reference to Fig. 13. Fig. 13 is a diagram showing an example of a departmental profit and loss statement in this embodiment.

[0084] As shown in Fig. 13, in this embodiment, the discount details are prepared by the original sales department, by account item, and by consumption tax category, so that the accounting system can improve the accuracy of the profit and loss by department of the discount company. Here, as shown in Fig. 13, in this embodiment, the journal data is aggregated, and since the account items of the sales amount are divided into four, the credit items are aggregated by row, and the credit department is aggregated by column and printed out.

[0085] [4. Contribution to the United Nations-led Sustainable Development Goals (SDGs)] This embodiment can contribute to improving business efficiency and promoting appropriate management decisions by companies, thereby contributing to goals 8 and 9 of the SDGs.

[0086] Furthermore, this embodiment can contribute to reducing waste and promoting paperless and electronic systems, thereby contributing to the achievement of SDGs Goals 12, 13, and 15.

[0087] Furthermore, this embodiment can contribute to strengthening control and governance, making it possible to contribute to Goal 16 of the SDGs.

[0088] 5. Other embodiments The present invention may be embodied in various different embodiments other than those described above within the scope of the technical concept set forth in the claims.

[0089] For example, among the processes described in the embodiments, all or part of the processes described as being performed automatically can be performed manually, or all or part of the processes described as being performed manually can be performed automatically using known methods.

[0090] In addition, the processing procedures, control procedures, specific names, information including parameters such as registered data and search conditions for each process, screen examples, and database configurations shown in this specification and drawings may be changed as desired unless otherwise specified.

[0091] Moreover, with regard to the discount management device 100, each of the components shown in the figures is merely a functional concept, and does not necessarily have to be physically configured as shown in the figures.

[0092] For example, the processing functions of the discount management device 100, particularly the processing functions performed by the control unit 102, may be realized in whole or in part by a CPU and a program interpreted and executed by the CPU, or may be realized as hardware using wired logic. The program is recorded in a non-transient computer-readable recording medium that includes programmed instructions for causing the information processing device to execute the processes described in this embodiment, and is mechanically read by the discount management device 100 as necessary. That is, a computer program for giving instructions to the CPU in cooperation with the OS and performing various processes is recorded in a storage unit such as a ROM or HDD (Hard Disk Drive). This computer program is executed by being loaded into a RAM, and cooperates with the CPU to form a control unit.

[0093] In addition, this computer program may be stored in an application program server connected to the discount management device 100 via any network, and it is also possible to download all or a part of it as necessary.

[0094] In addition, the program for executing the process described in this embodiment may be stored in a non-transient computer-readable recording medium, or may be configured as a program product. Here, the "recording medium" includes any "portable physical medium" such as a memory card, a Universal Serial Bus (USB) memory, a Secure Digital (SD) card, a flexible disk, a magneto-optical disk, a ROM, an Erasable Programmable Read Only Memory (EPROM), an Electrically Erasable and Programmable Read Only Memory (EEPROM (registered trademark)), a Compact Disk Read Only Memory (CD-ROM), a Magneto-Optical disk (MO), a Digital Versatile Disk (DVD), and a Blu-ray (registered trademark) Disc.

[0095] Moreover, a "program" is a data processing method written in any language or description method, and may be in any form, such as source code or binary code. Note that a "program" is not necessarily limited to a single configuration, but also includes a configuration that is distributed as a plurality of modules or libraries, and a program that achieves its function by cooperating with a separate program, such as an OS. Note that the specific configuration and reading procedure for reading a recording medium in each device shown in this embodiment, as well as the installation procedure after reading, may use well-known configurations and procedures.

[0096] The various databases etc. stored in the memory unit 106 are storage means such as memory devices such as RAM and ROM, fixed disk devices such as hard disks, flexible disks, and optical disks, and store various programs, tables, databases, and web page files etc. used for various processes and providing websites.

[0097] The discount management device 100 may be configured as an information processing device such as a known personal computer or a workstation, or may be configured as the information processing device to which any peripheral device is connected. The discount management device 100 may be realized by installing software (including programs or data, etc.) that causes the device to realize the processes described in this embodiment.

[0098] Furthermore, the specific form of distribution and integration of the devices is not limited to that shown in the drawings, and all or part of them can be functionally or physically distributed and integrated in any unit according to various additions or functional loads. In other words, the above-mentioned embodiments can be implemented in any combination, or the embodiments can be implemented selectively. [Industrial Applicability]

[0099] INDUSTRIAL APPLICABILITY The present invention is useful in industries such as the logistics industry, in which logistics is sometimes entrusted to a shipper in a lump sum, and contracts are made across multiple businesses and multiple divisions. [Explanation of symbols]

[0100] 100 Discount Management Device 102 Control section 102a Master setting section 102b Sales Acquisition Department 102c Discount Acquisition Department 102d Billing details acquisition department 102e Journal entry preparation department 102f Profit and Loss Accounting Department 104 Communication interface section 106 Storage section 106a Billing Master 106b Item Master 106c Product name master 106d Department Master 106e Discount rate master by billing destination and item 106f Trade Database 108 Input / Output Interface Section 112 Input Devices 114 Output Device 200 Servers 300 Network

Claims

1. A discount management device including a memory unit and a control unit, The storage unit is A master of discount rates by billing destination and item that is set by linking the billing destination, item, and discount rate of the product; Equipped with The control unit is a sales acquisition means for acquiring sales data including a sales department within a company, the billing destination, the item, the sales amount, and a consumption tax rate; a discount acquisition means for acquiring discount data in which the sales department, the billing destination, the item, the main discount amount, and the consumption tax rate are set based on the billing destination-by-item-by-discount rate master and the sales recording data; a billing detail acquisition means for acquiring billing detail data for each billing destination based on the sales data and the discount data; a journal entry creating means for creating journal entry data that is aggregated by the sales department, by account item, and by the consumption tax rate based on the sales recording data and the discount data; a profit and loss calculation means for acquiring departmental profit and loss calculation data that is aggregated by the sales department and by the account item based on the journal entry data; A discount management device comprising:

2. The storage unit is A billing destination master in which the billing destination is set; An item master in which the item is set; A product name master that is set by linking the product and the item; Further preparation, The control unit is a master setting means for setting the billing destination and item-specific discount rate master based on the billing destination master, the item master, and the item name master; 2. The discount management device according to claim 1, further comprising:

3. The storage unit is A department master in which the sales department is set, Further comprising: The sales acquisition means includes: A discount management device as described in claim 1 or 2, characterized in that the sales accounting data includes sales data linked to a sales identifier, the sales department within the company, and the billing destination, as well as sales detail data linked to the sales identifier, the item, the product, the sales amount, and the consumption tax rate.

4. The discount acquisition means includes: A discount management device as described in any one of claims 1 to 3, characterized in that the discount data is obtained by the sales department, the billing destination, and the consumption tax rate based on the billing destination and item-specific discount rate master and the sales recording data.

5. A discount management method to be executed by a discount management device having a memory unit and a control unit, The storage unit is A master of discount rates by billing destination and item that is set by linking the billing destination, item, and discount rate of the product; Equipped with The control unit executes a sales acquisition step of acquiring sales data including a sales department within a company, the billing destination, the item, the sales amount, and a consumption tax rate; a discount acquisition step of acquiring discount data in which the sales department, the billing destination, the item, the main discount amount, and the consumption tax rate are set based on the billing destination-specific item-specific discount rate master and the sales recording data; a billing detail acquisition step of acquiring billing detail data for each billing destination based on the sales data and the discount data; a journal entry creating step of creating journal entry data that is aggregated by the sales department, by account item, and by the consumption tax rate based on the sales recording data and the discount data; a profit and loss calculation step of acquiring departmental profit and loss calculation data aggregated by the sales department and by the account item based on the journal entry data; A discount management method comprising:

6. A discount management program to be executed by a discount management device having a storage unit and a control unit, The storage unit is A master of discount rates by billing destination and item that is set by linking the billing destination, item, and discount rate of the product; Equipped with In the control unit, a sales acquisition step of acquiring sales data including a sales department within a company, the billing destination, the item, the sales amount, and a consumption tax rate; a discount acquisition step of acquiring discount data in which the sales department, the billing destination, the item, the main discount amount, and the consumption tax rate are set based on the billing destination-specific item-specific discount rate master and the sales recording data; a billing detail acquisition step of acquiring billing detail data for each billing destination based on the sales data and the discount data; a journal entry creating step of creating journal entry data that is aggregated by the sales department, by account item, and by the consumption tax rate based on the sales recording data and the discount data; a profit and loss calculation step of acquiring departmental profit and loss calculation data aggregated by the sales department and by the account item based on the journal entry data; A discount management program to execute the above.

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