Unit price estimate management device, unit price estimate management method, and unit price estimate management program

Abstract

To provide a unit price estimation management apparatus allowing for efficient operation for estimating a unit price.SOLUTION: A unit price estimation management apparatus includes: a unit price master for storing at least data on items of a client, an application start date, a commodity, a quantity which is a unit of a unit price, and a unit price, in association with each other; a temporary master for storing data for updating the unit price master; estimation input means for inputting estimate data including items of an estimate number, a date of estimate, a scheduled order reception date, a scheduled sales date, a client, a purchaser, a supplier, an application start date, a commodity, the quantity, a unit price, and an amount; approval means for updating, when the input estimate data is approved, the temporary master on the basis of the approved estimate data; and master update means for updating the unit price master on the basis of the updated temporary master.SELECTED DRAWING: Figure 1

Description

Technical Field

[0001] The present invention relates to a unit price estimate management device, a unit price estimate management method, and a unit price estimate management program.

Background Art

[0002] For example, when negotiating the unit price of a product with a customer, it is often the case that a unit price estimate is presented for negotiation. As a system for creating an estimate, for example, there is Patent Document 1.

Prior Art Documents

Patent Documents

[0003]

Patent Document 1

Summary of the Invention

Problems to be Solved by the Invention

[0004] However, Patent Document 1 does not describe anything regarding the improvement of the efficiency of the unit price estimate operation.

[0005] The present invention has been made in view of the above, and an object thereof is to provide a unit price estimate management device, a unit price estimate management method, and a unit price estimate management program capable of improving the efficiency of the unit price estimate operation.

Means for Solving the Problems

[0006] In order to solve the above-described problems and achieve the object, the present invention is a unit price estimate management device provided with a control unit, wherein the control unit is at least capable of accessing a unit price master for storing data related to customers, application start dates, products, quantities which are units of unit prices, and unit price items, and a temporary master for storing data for updating the unit price master, and is configured to include an estimate input means for inputting estimate data including items of estimate numbers, estimate dates, order scheduled dates, sales scheduled dates, customers, delivery destinations, suppliers, application start dates, products, quantities, unit prices, and amounts, an approval means for updating the temporary master based on the approved estimate data when the input estimate data is approved, and a master update means for updating the unit price master based on the updated temporary master.

[0007] Further, according to one aspect of the present invention, the control unit is configured to be able to access a route master for storing data related to items of customers, delivery destinations, suppliers, and products, and the master update means may update the route master based on the updated temporary master.

[0008] Further, according to one aspect of the present invention, the estimate data includes an after-approval master immediate reflection flag for designating whether to immediately reflect on the unit price master after approval, and the master update means may immediately update the unit price master after updating the temporary master when the after-approval master immediate reflection flag is "immediately reflect".

[0009] Further, according to one aspect of the present invention, the estimate data includes an estimate classification that designates an inventory estimate when sending inventory or a direct delivery estimate when directly delivering from a supplier, and the unit price master includes a customer-specific product unit price master for storing data related to a customer, an application start date, a product, a quantity that is a unit of the unit price, and a unit price item in association with each other, a customer-supplier-specific product unit price master for storing data related to a customer, a delivery destination, an application start date, a product, a quantity that is a unit of the unit price, and a unit price item in association with each other, a customer-supplier-specific product unit price master for storing data related to a customer, a supplier, an application start date, a product, a quantity that is a unit of the unit price, and a unit price item in association with each other, and a customer-delivery destination-supplier-specific product unit price master for storing data related to a customer, a delivery destination, a supplier, an application start date, a product, a quantity that is a unit of the unit price, and a unit price item in association with each other. The master update means may select and update any one of the customer-specific product unit price master, the customer-delivery destination-specific product unit price master, the customer-supplier-specific product unit price master, and the customer-delivery destination-supplier-specific product unit price master based on the estimate classification of the estimate data and the presence or absence of a customer, a delivery destination, and a supplier.

[0010] Further, according to one aspect of the present invention, when the estimate classification of the estimate data is "inventory estimate", the customer exists in the data, the delivery destination does not exist in the data, and the supplier does not exist in the data, the master update means may update the customer-specific product unit price master.

[0011] Further, according to one aspect of the present invention, when the estimate classification of the estimate data is "inventory estimate", the customer exists in the data, the delivery destination exists in the data, and the supplier does not exist in the data, the master update means may update the customer-delivery destination-specific product unit price master.

[0012] Further, according to one aspect of the present invention, when the estimate classification of the estimate data is "direct delivery estimate", the customer exists in the data, the delivery destination does not exist in the data, and the supplier exists in the data, the master update means may update the customer-supplier-specific product unit price master.

[0013] Further, according to one aspect of the present invention, when the quotation classification of the quotation data is "direct delivery quotation", the customer is "with data", the delivery destination is "with data", and the supplier is "with data", the customer-delivery destination-supplier-specific product unit price master may be updated.

[0014] Also, in order to solve the above-described problems and achieve the object, the present invention is a unit price quotation management method executed by an information processing apparatus including a control unit, wherein the control unit stores at least a unit price master for storing data of a customer, an application start date, a product, a quantity that is a unit of the unit price, and a unit price item in association with each other, and a temporary master for storing data for updating the unit price master. It is configured to be accessible to, and includes a quotation input step of inputting quotation data including the items of a quotation number, a quotation date, a planned order receipt date, a planned sales date, a customer, a delivery destination, a supplier, an application start date, a product, a quantity, a unit price, and an amount, which is executed in the control unit; an approval step of updating the temporary master based on the approved quotation data when the input quotation data is approved; and a master update step of updating the unit price master based on the updated temporary master.

[0015] Also, in order to solve the above-described problems and achieve the object, the present invention is a unit price quotation management program for causing an information processing apparatus including a control unit to execute, wherein the control unit stores at least a unit price master for storing data of a customer, an application start date, a product, a quantity that is a unit of the unit price, and a unit price item in association with each other, and a temporary master for storing data for updating the unit price master, and is configured to be accessible to, and causes the control unit to execute a quotation input step of inputting quotation data including the items of a quotation number, a quotation date, a planned order receipt date, a planned sales date, a customer, a delivery destination, a supplier, an application start date, a product, a quantity, a unit price, and an amount; an approval step of updating the temporary master based on the approved quotation data when the input quotation data is approved; and a master update step of updating the unit price master based on the updated temporary master.

Effect of the Invention

[0016] According to the present invention, it is possible to achieve the effect of streamlining the unit price estimation work.

Brief Description of the Drawings

[0017]

Figure 1

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Figure 13

[0018] Embodiments of the present invention will be described in detail with reference to the drawings. Note that the present invention is not limited by these embodiments.

[0019] [1. Overview] For example, when making a unit price estimate, the estimate work of the salesperson is spread out outside the system, such as Excel, email, and phone calls, and the administrator could not grasp the unit price estimate situation. As a result, price decisions were made without the intention of the administrator, leading to an opportunity loss of profit.

[0020] Also, since the results determined by the contract were circulated in writing and separately, the information system staff registered various masters, resulting in registration errors and time lags until registration. Therefore, there were cases where the master had not been created yet when the clerk wanted to register, and mistakes due to repeated input occurred frequently.

[0021] Therefore, in the present embodiment, the salesperson registers a unit price estimate for a customer or the like by estimate input, and the supervisor approves it. Based on the registered estimate content, each unit price master (customer-by-product unit price master, customer-supplier-by-product unit price master, customer-purchaser-by-product unit price master, customer-supplier-purchaser-by-product unit price master) and the route master are created.

[0022] By registering the contract details as quotation information, it is possible to centrally manage and share the quotation information, and automatically create a unit price master after approval, thus streamlining the unit price quotation process. Also, based on the registration information of a single quotation, the target unit price master for update is automatically allocated and registered, not only improving the efficiency of unit price master registration, but also enhancing the control aspect and streamlining the entire business operation, including the input by clerks, as the approved quotation information is reflected.

[0023] The unit price quotation management device of this embodiment manages the unit price for each business flow determined by the salesperson at the contract stage of a transaction as a quotation contract in a workflow, and automatically registers the determined result in each unit price master and route master according to the contract details. The business flow of this embodiment refers to the distribution routes of products for (1) customers, (2) consignees, (3) direct delivery from suppliers to customers, and (4) direct delivery from suppliers to consignees. As each unit price master, corresponding to the business flow, it is equipped with (1) product unit price master by customer, (2) product unit price master by customer and consignee, (3) product unit price master by customer and supplier, and (4) product unit price master by customer, consignee and supplier. Also, as a master for managing the business flow itself, it is equipped with a route master.

[0024] The unit price quotation management device of this embodiment is applicable to various industries that sell (including wholesale) products in industries such as the chemical and food industries, trading companies, etc.

[0025] [2. Configuration] An example of the configuration of the unit price quotation management device according to this embodiment will be described with reference to the drawings.

[0026] FIG. 1 is a block diagram showing an example of the unit price quotation management device according to this embodiment. The unit price quotation management device 100 is a workstation, a commercially available desktop personal computer, or the like.

[0027] The unit price quotation management device 100 includes a control unit 102, a communication interface unit 104, a storage unit 106, and an input / output interface unit 108. Each unit included in the unit price quotation management device 100 is communicably connected via an arbitrary communication path.

[0028] The communication interface unit 104 communicably connects the unit price quotation 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 a communication line. Here, the network 300 has a function of communicably connecting the unit price quotation management device 100, the server 200, the salesperson terminal 410 ···, the sales manager terminal 420 ···, etc., and is, for example, the Internet or a LAN (Local Area Network). As a result, the communication interface unit 104 is configured to be able to perform data communication with the server 200 via the network 300.

[0029] The salesperson terminal 410 ··· is a terminal used by the person in charge of the sales department and is configured to be able to access the unit price quotation management device 100.

[0030] The sales manager terminal 420 ··· is a terminal used by the supervisor of the sales department and is configured to be able to access the unit price quotation management device 100.

[0031] An input device 112 and an output device 114 are connected to the input / output interface unit 108. As the output device 114, in addition to a monitor (including a home TV), a speaker or a printer can be used. As the input device 112, in addition to a keyboard, a mouse, and a microphone, a monitor that cooperates with the mouse to realize a pointing device function can be used. In the following, there are cases where the output device 114 is described as the monitor 114, and the input device 112 is described as the keyboard 112 or the mouse 112.

[0032] The storage unit 106 stores various databases, tables, files, etc. The storage unit 106 records a computer program for giving instructions to the CPU (Central Processing Unit) to perform various processes in cooperation with the OS (Operating System). As the storage unit 106, for example, a memory device such as a RAM (Random Access Memory) or a ROM (Read Only Memory), a fixed disk device such as a hard disk, a flexible disk, an optical disk, etc. can be used.

[0033] Also, this storage unit 106 includes a temporary master 106a, a customer-specific product unit price master 106b, a customer-supplier-specific product unit price master 106c, a customer-purchaser-specific product unit price master 106d, a customer-supplier-purchaser-specific product unit price master 106e, a route master 106f, and a quotation data file 106g. The customer-specific product unit price master 106b, the customer-supplier-specific product unit price master 106c, the customer-purchaser-specific product unit price master 106d, and the customer-supplier-purchaser-specific product unit price master 106e are collectively referred to as the "unit price master".

[0034] The temporary master 106a is a master for updating the unit price master. For example, it can be composed of a table that associates a quotation number, a line number, a quotation category (inventory quotation, direct delivery quotation), a customer, a supplier, a purchaser, an applicable start date, an applicable end date, a flag for immediate reflection of the master after approval, a product, a quantity, and a unit price.

[0035] The customer-specific product unit price master 106b can be composed of a table that associates a customer, an applicable start date, an applicable end date, a product, a quantity, and a unit price.

[0036] The customer-supplier-specific product unit price master 106c can be composed of a table that associates a customer, a supplier, an applicable start date, an applicable end date, a product, a quantity, and a unit price.

[0037] The customer / vendor / purchaser-specific product unit price master 106d can be composed of a table or the like that registers by associating a customer, a vendor, an applicable start date, an applicable end date, a product, a quantity, and a unit price.

[0038] The customer / delivery destination / vendor-specific product unit price master 106e can be composed of a table or the like that registers by associating a customer, a delivery destination, a vendor, an applicable start date, an applicable end date, a product, a quantity, and a unit price.

[0039] The route master 106f is a master for managing the business flow and can be composed of a table or the like that registers by associating a customer, a delivery destination, a vendor, and a product.

[0040] The quotation data file 106g is a table for storing quotation data. The quotation data may include a quotation number, a line number, a quotation classification (inventory quotation, direct delivery quotation), a business office, a quotation date, a planned order receipt date, a planned sales date, a person in charge, a customer, a delivery destination, a vendor, a unit price update classification (0: do not update, 1: update) for specifying whether to update the temporary master 106a (unit price master), an applicable start date, an applicable end date, an immediate reflection flag for the master after approval, a product, a quantity, a unit price, an amount, and a detailed summary.

[0041] The immediate reflection flag for the master after approval enables selection of either immediate update after approval or any timing for updating the unit price master. When the immediate reflection flag for the master after approval is "immediately reflect", the unit price master is immediately updated after approval, and when it is "do not immediately reflect", the unit price master is updated at any timing.

[0042] The control unit 102 is a CPU or the like that comprehensively controls the unit price quotation management device 100. The control unit 102 has an internal memory for storing a control program such as an OS, a program that defines various processing procedures, etc., and required data, and executes various information processes based on these stored programs.

[0043] The control unit 102 is configured to be able to access the temporary master 106a, the customer-specific product unit price master 106b, the customer-delivery destination-specific product unit price master 106c, the customer-purchasing destination-specific product unit price master 106d, the customer-delivery destination-purchasing destination-specific product unit price master 106e, the route master 106f, the estimate data file 106g, etc. stored in the storage unit 106. Note that these masters and files may be provided in other locations (for example, the server 200), as long as the control unit 102 can access them.

[0044] Functionally conceptually, the control unit 102 includes a unit price estimate input unit 102a, a workflow processing unit 102b, an approval processing unit 102c, a master update unit 102d, and a screen display control unit 102e.

[0045] In response to access from the salesperson terminal 410, the unit price estimate input unit 102a provides an estimate input screen, and in response to operations of the salesperson on the salesperson terminal 410 on the estimate input screen, etc., it inputs estimate data including an estimate number, an estimate date, a scheduled order date, a scheduled sales date, a customer, a delivery destination, a purchasing destination, an application start date, a product, a quantity, a unit price, and an amount, and registers the estimate data in the estimate data file 106g. When the salesperson registers the estimate data, the salesperson applies for approval of the estimate data using a workflow.

[0046] The workflow processing unit 102b provides a workflow environment. For example, in response to access from the salesperson terminal 410, the workflow processing unit 102b provides a workflow application screen. When the salesperson designates estimate data and an approval route (for example, a sales manager, etc.) on the workflow application screen, it executes circulation on the designated approval route and notifies the approval route, and a decision on approval or rejection of the estimate data is made on the approval route (for example, by the sales manager on the sales manager terminal 420).

[0047] When the estimate data is approved, the approval processing unit 102c updates the temporary master 106a based on the estimate data. Update the temporary master 106a.

[0048] The master update unit 102d updates the unit price master based on the updated temporary master 106a. Also, the master update unit 102d updates the route master 106f based on the updated temporary master 106a.

[0049] The quotation data (temporary master 106a) includes an after-approval master immediate reflection flag that specifies whether to immediately reflect it in the unit price master after approval. When the after-approval master immediate reflection flag is "immediately reflect", the master update unit 102d immediately updates the unit price master after updating the temporary master 106a. When it is "do not immediately reflect", the master update unit 102d updates the unit price master at an arbitrary timing after updating the temporary master 106a.

[0050] FIG. 2 is a diagram showing an update matrix which is a pattern of the master update process. Referring to FIG. 2, the update pattern of the unit price master will be described. The master update unit 102d selects the destination unit price master (customer-specific product unit price master 106b, customer-supplier-specific product unit price master 106c, customer-purchasing source-specific product unit price master 106d, customer-supplier-purchasing source-specific product unit price master 106e) based on the quotation classification (inventory quotation, direct delivery quotation) of the quotation data (temporary master 106a) and the presence or absence of the customer, the supplier, and the purchasing source. In any pattern, the route master 106f is always updated.

[0051] When the quotation classification is "inventory quotation", the customer is "○: data available", the supplier is "-: data not available", and the purchasing source is "-: data not available", the customer-specific product unit price master 106b is updated.

[0052] When the quotation classification is "inventory quotation", the customer is "○: data available", the supplier is "○: data available", and the purchasing source is "-: data not available", the customer-supplier-specific product unit price master 106c is updated.

[0053] When the quotation classification is "direct delivery quotation", the customer is "○: data available", the supplier is "-: data not available", and the purchasing source is "○: data available", the customer-purchasing source-specific product unit price master 106d is updated.

[0054] When the quotation classification is "direct delivery quotation", the customer is "○: with data", the delivery destination is "○: with data", and the purchasing source is "○: with data", the customer / delivery destination / purchasing source-specific product unit price master 106e is updated.

[0055] The screen display control unit 102e controls the display of various screens (for example, unit price quotation input screen, order input screen, etc.) to be displayed on the monitor 114 and their input.

[0056] [3. Specific Example] A specific example of the processing of the control unit 102 of the unit price quotation management device 100 according to the present embodiment will be described with reference to FIGS. 1 to 13.

[0057] (3-1. Overall Processing) FIG. 3 is a flowchart for explaining the outline of the overall processing flow of the control unit 102 of the unit price quotation management device 100. Referring to FIG. 3, the outline of the overall processing flow of the control unit 102 of the unit price quotation management device 100 will be described.

[0058] In FIG. 3, the unit price quotation input unit 102a executes a quotation input process (step S1). Specifically, in the quotation input process, the unit price quotation input unit 102a provides a quotation input screen in response to an access from the salesperson terminal 410, and in response to an operation of the salesperson on the salesperson terminal 410 on the quotation input screen, etc., quotation number, quotation classification, quotation date, scheduled order date, scheduled sales date, customer, delivery destination, purchasing source, unit price update classification, application start date, application end date, immediate reflection flag of the master after approval, product, quantity, unit price, and amount are input and registered in the quotation data file 106g. When the salesperson registers the quotation data, the salesperson applies for approval of the quotation data using a workflow (WF). The sales manager approves if the quotation data is OK and rejects it if it is NG.

[0059] The approval processing unit 102c executes an approval process (step S2). Specifically, in the approval process, when the quotation data is approved, the approval processing unit 102c updates the temporary master 106a based on the quotation data. When the manager approves, the temporary master 106a for updating the unit price master is updated.

[0060] The master update unit 102d executes a master update process (step S3). Specifically, the master update unit 102d updates the unit price master and the route master 106f based on the updated temporary master 106a.

[0061] When the post-approval master immediate reflection flag is "immediately reflect", the master update unit 102d immediately updates the unit price master after updating the temporary master 106a. When the post-approval master immediate reflection flag is "do not immediately reflect", the master update unit 102d updates the unit price master at an arbitrary timing after updating the temporary master 106a.

[0062] The master update unit 102d selects the master to be updated (the customer-specific product unit price master 106b, the customer-supplier-specific product unit price master 106c, the customer-purchasing supplier-specific product unit price master 106d, the customer-supplier-purchasing supplier-specific product unit price master 106e) based on the quotation category (inventory quotation, direct delivery quotation) of the quotation data (temporary master 106a) and the presence or absence of the customer, the delivery destination, and the purchasing supplier. In this way, the unit price master to be updated is allocated according to the conditions at the time of quotation.

[0063] Specifically, when the quotation category is "inventory quotation", the customer is "○: data available", the delivery destination is "-: data not available", and the purchasing supplier is "-: data not available", the customer-specific product unit price master 106b is updated. When the quotation category is "inventory quotation", the customer is "○: data available", the delivery destination is "○: data available", and the purchasing supplier is "-: data not available", the customer-delivery destination-specific product unit price master 106c is updated. When the quotation category is "direct delivery quotation", the customer is "○: data available", the delivery destination is "-: data not available", and the purchasing supplier is "○: data available", the customer-purchasing supplier-specific product unit price master 106d is updated. When the quotation category is "direct delivery quotation", the customer is "○: data available", the delivery destination is "○: data available", and the purchasing supplier is "○: data available", the customer-delivery destination-purchasing supplier-specific product unit price master 106e is updated.

[0064] (3-2. Sample Data) With reference to FIGS. 4 to 13, a specific example of the processing of the control unit 102 of the unit price estimate management device 100 will be described. FIGS. 4 to 13 are diagrams showing sample data for explaining a specific example of the processing of the control unit 102 of the unit price estimate management device 100.

[0065] (S1: Estimate input processing) With reference to FIGS. 4 to 6, a specific example of the estimate input processing will be described. In response to an access from the salesperson terminal 410, the unit price estimate input unit 102a provides an estimate input screen, and in response to operations of the salesperson on the salesperson terminal 410 on the estimate input screen, etc., the estimate number, estimate classification, estimate date, order scheduled date, sales scheduled date, customer, delivery destination, purchase source, unit price update classification, application start date, application end date, master immediate reflection flag after approval, product, quantity, unit price, and amount are input, and the estimate data is registered in the estimate data file 106g. When the salesperson registers the estimate data, the salesperson applies for approval of the estimate data using a workflow (WF). The sales manager approves the estimate data if it is OK and rejects it if it is NG.

[0066] FIG. 4 is a diagram showing a display example of the main screen of the estimate input screen, and FIG. 5 is a diagram showing a display example of the detail screen of the estimate input screen. As shown in FIG. 4, the main screen of the estimate input screen has a header area for specifying (inputting) the business office, estimate date, order scheduled date, sales scheduled date, customer, person in charge, delivery destination, unit price update classification, application start date, and application end date, and an area for specifying the details of the unit price estimate. It has a detail area for specifying the line number, estimate classification, master immediate reflection flag after approval (with box check: immediate reflection, without box check: no immediate reflection), product, purchase source, quantity, unit price, amount, and detail summary, and a registration button (not shown). When the registration button (not shown) is pressed, estimate data corresponding to the input content on the screen is created and registered in the estimate data file 106g. When data as shown in the examples of FIGS. 4 and 5 is input, the estimate data as shown in FIG. 6 is registered.

[0067] When a line is selected (double-clicked, etc.) in the details area, a details screen as shown in Figure 5 is displayed. When data is input on the details screen and the reflect button (not shown) is pressed, the data is reflected in the selected line of the details area.

[0068] For the "Unit Price Update Classification" in the header area, either "0: Do not update" or "1: Update" is specified. When "1: Update" is specified, the quotation data is reflected in the temporary master 106a. The "Application Start Date" is the start date of application of the quoted unit price. The "Application End Date" is the end date of application of the quoted unit price and is an optional item.

[0069] For the "Quotation Classification" in the details area, either "10: Inventory Quotation" or "20: Direct Delivery Quotation" is specified, and the unit price master to be updated is determined according to the selected quotation classification. The "Quantity" sets the unit price for each quantity according to the input quantity. The "Supplier" is valid when the quotation classification is "20: Direct Delivery Quotation" and invalid when the quotation classification is "10: Inventory Quotation" (because inventory quotation is for the case of delivering warehouse inventory to the customer / delivery destination, and the supplier is not relevant). The "Flag for Immediate Reflection of Master after Approval" means that when checked, "Immediate Reflection" will immediately reflect it in the unit price master at the time of final approval.

[0070] Figure 6 shows an example of quotation data. Figure 6 shows an example of quotation data corresponding to the input content of the quotation input screen in Figures 4 and 5 above. The quotation data includes items such as quotation number, line number, quotation classification, business office, quotation date, order scheduled date, sales scheduled date, person in charge, customer, delivery destination, supplier, unit price update classification, application start date, application end date, immediate reflection of master after approval, product, quantity, unit price, amount, and details summary.

[0071] In the example shown in the figure, the first line shows the estimate number "MT001", line number "1", estimate category "inventory estimate", office "T100", estimate date "2022 / 4 / 1", order scheduled date "2022 / 5 / 10", sales scheduled date "2022 / 6 / 30", person in charge "TAN001", customer "TK001", delivery destination "NOU001", supplier "-", unit price update category "update", application start date "2022 / 5 / 1", application end date "2022 / 12 / 31", immediate reflection of master after approval "do", product "Product A", quantity "1 case", unit price "￥1,000", amount "￥1,000", and detailed summary "estimate of new transaction: basic quantity".

[0072] (S2: Approval process) Referring to FIG. 7, the approval process will be described. When the estimate data is approved, the approval processing unit 102c updates the temporary master 106a based on the estimate data.

[0073] FIG. 7 is a diagram showing an example of the data of the temporary master 106a. The temporary master 106a has items such as estimate number, line number, estimate category, customer, delivery destination, supplier, application start date, application end date, immediate reflection flag of master after approval, product, quantity, and unit price.

[0074] In the example shown in the figure, the first line shows the estimate number "MT001", line number "1", estimate category "inventory estimate", customer "TK001", delivery destination "NOU001", supplier "-", application start date "2022 / 5 / 1", application end date "2022 / 12 / 31", immediate reflection flag of master after approval "immediate reflection", product "Product A", quantity "1 case", and unit price "￥1,000". For line numbers "1" and "4", since the immediate reflection flag of the master after approval is "immediate reflection", the unit price master is updated immediately.

[0075] (S3: Master update process) Referring to FIGS. 8 and 9, a specific example of the master update process will be described. The master update unit 102d updates the unit price master and the route master 106f based on the updated temporary master 106a. When the post-approval master immediate reflection flag is "immediately reflect", the master update unit 102d immediately updates the unit price master after updating the temporary master 106a. When the post-approval master immediate reflection flag is "not immediately reflect", the master update unit 102d updates the unit price master at an arbitrary timing after updating the temporary master 106a. In addition, the master update unit 102d selects the master to be updated (customer-specific product unit price master 106b, customer-supplier-specific product unit price master 106c, customer-purchasing-supplier-specific product unit price master 106d, customer-supplier-purchasing-supplier-specific product unit price master 106e) based on the quotation classification (inventory quotation, direct delivery quotation) of the quotation data (temporary master 106a) and the presence or absence of the customer, supplier, and purchasing supplier.

[0076] For the line numbers "1" and "4" in the temporary master 106a of FIG. 7 where the post-approval master immediate reflection flag is "immediately reflect", as shown in FIGS. 8(A) and (B), the unit price master is immediately updated. For line numbers "1" to "3", since the quotation classification is "inventory quotation", the customer is "TK001", the supplier is "NOU001", and the purchasing supplier is "no data", the customer-supplier-specific product unit price master 106c is updated. For line number "4", since the quotation classification is "direct delivery quotation", the customer is "TK001", the supplier is "NOU001", and the purchasing supplier is "SR001", the customer-supplier-purchasing-supplier-specific product unit price master 106e is updated.

[0077] FIG. 8(A) is a diagram showing an update example of the customer-supplier-specific product unit price master 106c. The customer-supplier-specific product unit price master 106c has items of customer, supplier, application start date, application end date, product, quantity, and unit price. In the example shown in the figure, the customer is "TK001", the supplier is "NOU001", the application start date is "2022 / 5 / 1", the application end date is "2022 / 12 / 31", the product is "Product A", the quantity is "1 case", and the unit price is "￥1,000".

[0078] Figure 8(B) is a diagram showing an update example of the product unit price master 106e by customer, consignor, and supplier. The product unit price master 106e by customer, consignor, and supplier has items for customer, consignor, supplier, application start date, application end date, product, quantity, and unit price. In the example shown in the figure, the customer is "TK001", the consignor is "NOU001", the supplier is "SR001", the application start date is "2022 / 5 / 1", the application end date is "2022 / 12 / 31", the product is "Product B", the quantity is "1 piece", and the unit price is "￥200".

[0079] Figure 8(C) shows an update example of the route master 106f. The route master 106f has items for customer, consignor, supplier, and product. In the example shown in the figure, the first row has the customer "TK001", the consignor "NOU001", the supplier "-", and the product "Product A", and the second row has the customer "TK001", the consignor "NOU001", the supplier "SR001", and the product "Product B".

[0080] For line numbers "2" and "3" in the temporary master 106a of Figure 7 where the information on immediate reflection of the master after approval is "not immediately reflected", after updating the temporary master 106a, at an arbitrary timing, the product unit price master 106c by customer, consignor, and supplier is updated as shown in Figure 9(A).

[0081] Figure 9(A) is a diagram showing an update example of the product unit price master 106c by customer, consignor, and supplier. Figure 9(B) is a diagram showing an update example of the route master 106f. Regarding the route master 106f, since the same record already exists, it is updated by overwriting.

[0082] Next, a case where there is a revision of the estimate at a later date and the revised estimate data is registered will be described with reference to Figures 10 and 11.

[0083] Figure 10 is a diagram showing an example of revised estimate data. In Figure 10, the data in line number "1" of the estimate data in Figure 6 has been revised. In Figure 10, the estimate number "MT002", estimate date "2022 / 6 / 1", order reception scheduled date "2022 / 6 / 10", application start date "2022 / 6 / 1", unit price "￥1,100", amount "￥1,100", and details summary "Estimate revision of existing transaction" have been revised.

[0084] Figure 11(A) shows an example of the update of the temporary master 106a updated based on the revised estimate data in Figure 10.

[0085] Figure 11(B) shows an example of the update of the customer-supplier specific product unit price master 106c updated based on the temporary master 106a in Figure 11(A). The second line shows the record created with the revised estimate.

[0086] Figure 11(C) is a diagram showing an example of the update of the route master 106f. Regarding the route master 106f, since the same record already exists, it is updated by overwriting.

[0087] (Image of using route master and unit price master) With reference to Figures 12 and 13, an image of using the route master and unit price master on the order reception input screen will be explained. Figure 12 is a diagram showing an example of the display of the order reception input screen. Figure 13(A) is a diagram showing an example of the display of the route search screen, and Figure 13(B) is a diagram showing an example of the data of the customer-supplier specific product unit price master 106c. The screen display control unit 102e controls the display of the order reception input screen as follows, for example.

[0088] As shown in Figure 12, the order reception input screen includes a header area for specifying the office, order reception date, shipment date, sales scheduled date, customer, person in charge, and supplier, a route search button for displaying a route search screen for selecting a route from the route master 106f, and a details area for specifying details such as line number, order reception classification, quantity, details summary, product, unit price, amount, and supplier.

[0089] When the route search button is pressed, for example, a route search screen as shown in Fig. 13(A) is displayed. On the route search screen, a list of data in the route master 106f is displayed, and the person in charge selects a route. The selected route (customer, supplier, vendor, product) is displayed on the order input screen. When the person in charge enters "quantity" in the details area, the "unit price" and "amount (unit price × quantity)" of the applicable start date based on the "order date" are displayed in the details area from the unit price master corresponding to the selected route.

[0090] In the example shown in the figure, on the route search screen, the route of the customer "TK001", supplier "NOU001", vendor "-", and product "Product A" in the first row is selected, and the customer "TK001", supplier "NOU001", and product "Product A" are displayed on the order input screen. When the quantity "1 case" is entered in the details area, the unit price "￥1,000" of the record of the applicable start date "2022 / 5 / 1" based on the order date "2022 / 5 / 1" is obtained from the customer-supplier-specific product unit price master 106c (for customer "TK001", supplier "NOU001", vendor "-"), and the unit price "￥1,000" and the amount "￥1,000 (=￥1,000×1)" are displayed in the details area.

[0091] In this way, by performing route search, the person in charge of input can omit the trouble of entering each business partner, and by selecting a route, information including the product is set on the screen. Then, by entering the quantity, the unit price of the target product is set, so the input can be made more efficient.

[0092] As described above, according to the present embodiment, at least a unit price master for storing data related to at least a customer, an application start date, a product, a quantity which is a unit of unit price, and a unit price item, a temporary master 106a for storing data for updating the unit price master, a unit price estimate input unit 102a for inputting estimate data including items of an estimate number, an estimate date, a planned order date, a planned sales date, a customer, a delivery destination, a supplier, an application start date, a product, a quantity, a unit price, and an amount, an approval processing unit 102c for updating the temporary master 106a based on the approved estimate data when the input estimate data is approved, and a master update unit 102d for updating the unit price master based on the updated temporary master 106a are provided, so that it is possible to improve the efficiency of the unit price estimation work.

[0093] [4. Contribution to the Sustainable Development Goals (SDGs) Led by the United Nations] According to the present embodiment, since it is possible to contribute to improving business efficiency and making appropriate business judgments of the enterprise, it is possible to contribute to Goals 8 and 9 of the SDGs.

[0094] In addition, according to the present embodiment, since it is possible to contribute to reducing waste loss and promoting paperless and digitalization, it is possible to contribute to Goals 12, 13, and 15 of the SDGs.

[0095] In addition, according to the present embodiment, since it is possible to contribute to strengthening control and governance, it is possible to contribute to Goal 16 of the SDGs.

[0096] [5. Other Embodiments] The present invention may be implemented in various different embodiments within the scope of the technical idea described in the claims in addition to the above-described embodiments.

[0097] For example, among the respective processes described in the embodiment, all or part of the processes described as being automatically performed can be manually performed, or all or part of the processes described as being manually performed can be automatically performed by a known method.

[0098] 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 the drawings can be arbitrarily changed unless otherwise specified.

[0099] Regarding the unit price estimate management device 100, each illustrated component is a functional concept and does not necessarily have to be physically configured as shown in the figure.

[0100] For example, regarding the processing functions provided by the unit price estimate management device 100, particularly each processing function performed by the control unit, all or any part of it may be realized by a CPU and a program interpreted and executed by the CPU, or may be realized as hardware by wired logic. Note that the program is recorded on a non-transitory computer-readable recording medium including programmed instructions for causing an information processing device to execute the processing described in this embodiment, and is mechanically read by the unit price estimate management device 100 as necessary. That is, in a storage unit such as a ROM or HDD (Hard Disk Drive), a computer program for giving commands to the CPU in cooperation with the OS to perform various processes is recorded. This computer program is executed by being loaded into the RAM and constitutes the control unit in cooperation with the CPU.

[0101] In addition, this computer program may be stored in an application program server connected to the unit price estimate management device 100 via an arbitrary network, and all or part of it can be downloaded as necessary.

[0102] Further, a program for executing the processes described in this embodiment may be stored in a non-transitory computer-readable recording medium, or may be configured as a program product. Here, this "recording medium" includes any "portable physical medium" such as a memory card, a USB (Universal Serial Bus) memory, an SD (Secure Digital) card, a flexible disk, a magneto-optical disk, a ROM, an EPROM (Erasable Programmable Read Only Memory), an EEPROM (registered trademark) (Electrically Erasable and Programmable Read Only Memory), a CD-ROM (Compact Disk Read Only Memory), an MO (Magneto-Optical disk), a DVD (Digital Versatile Disk), and a Blu-ray (registered trademark) Disc.

[0103] Also, the "program" is a data processing method described in any language or description method, and is not limited to a form such as source code or binary code. Note that the "program" is not necessarily limited to being configured singularly, and also includes those that are distributed as a plurality of modules or libraries, or those that achieve their functions in cooperation with another program represented by an OS. For the specific configuration, reading procedure, and installation procedure after reading for reading the recording medium in each device shown in the embodiment, well-known configurations and procedures can be used.

[0104] The various databases and the like stored in the storage unit are storage means such as a memory device such as a RAM or a ROM, a fixed disk device such as a hard disk, a flexible disk, and an optical disk, and store various programs, tables, databases, and web page files used for various processes and website provision.

[0105] Further, the unit price estimate management device 100 may be configured as an information processing device such as a known personal computer or workstation, or may be configured as the information processing device to which any peripheral device is connected. Further, the unit price estimate management device 100 may be realized by installing software (including programs or data, etc.) for realizing the processing described in this embodiment in the device.

[0106] Furthermore, the specific form of the distribution and integration of the devices is not limited to what is shown in the drawings, and all or part of them can be functionally or physically distributed and integrated in arbitrary units according to various additions or according to the functional load. That is, the above-described embodiments may be arbitrarily combined and implemented, or the embodiments may be selectively implemented.

Explanation of Signs

[0107] 100 Unit price estimate management device 102 Control unit 102a Unit price estimate input unit 102b Workflow processing unit 102c Approval processing unit 102d Master update unit 102e Screen display control unit 104 Communication interface unit 106 Storage unit 106a Temporary master 106b Customer-specific product unit price master 106c Customer-delivery destination-specific product unit price master 106d Customer-purchasing destination-specific product unit price master 106e Customer-delivery destination-purchasing destination-specific product unit price master 106f Route master 106g Estimate data file 108 Input / output interface unit 112 Input device 114 Output device 200 Server 300 Network 410 Salesperson terminal 420 Sales manager terminal

Claims

1. A unit price quotation management device including a control unit, wherein the control unit is configured to be accessible to at least a unit price master for storing data of items including a customer, an application start date, a product, a quantity which is a unit of the unit price, and a unit price in an associated manner, and a temporary master for storing data for updating the unit price master, and is configured to be accessible to them, a quotation input means for inputting quotation data including items of a quotation number, a quotation date, a scheduled order date, a scheduled sales date, a customer, a delivery destination, a supplier, an application start date, a product, a quantity, a unit price, and an amount, an approval means for updating the temporary master based on the approved quotation data when the input quotation data is approved, and a master update means for updating the unit price master based on the updated temporary master, characterized in that it includes these components.

2. The control unit is configured to be accessible to a route master for storing data of items including a customer, a delivery destination, a supplier, and a product in an associated manner, and the master update means updates the route master based on the updated temporary master, characterized in that the unit price quotation management device according to claim 1.

3. The quotation data includes an after-approval master immediate reflection flag for designating whether to immediately reflect the data on the unit price master after approval, and the master update means immediately updates the unit price master after updating the temporary master when the after-approval master immediate reflection flag is "immediately reflect", characterized in that the unit price quotation management device according to claim 1.

4. The quotation data includes a quotation classification designating an inventory quotation when sending inventory or a direct delivery quotation when directly delivering from a supplier, and the unit price master includes a customer-specific product unit price master for storing data of items including a customer, an application start date, a product, a quantity which is a unit of the unit price, and a unit price in an associated manner, a customer-delivery destination-specific product unit price master for storing data of items including a customer, a delivery destination, an application start date, a product, a quantity which is a unit of the unit price, and a unit price in an associated manner, a customer-supplier-specific product unit price master for storing data of items including a customer, a supplier, an application start date, a product, a quantity which is a unit of the unit price, and a unit price in an associated manner, and a customer-delivery destination-supplier-specific product unit price master for storing data of items including a customer, a delivery destination, a supplier, an application start date, a product, a quantity which is a unit of the unit price, and a unit price in an associated manner, and includes these components. The master update means selects and updates any one of the customer-specific product unit price master, the customer-supplier-specific product unit price master, the customer-purchasing supplier-specific product unit price master, and the customer-supplier-purchasing supplier-specific product unit price master based on the estimate classification of the estimate data and the presence or absence of customers, suppliers, and purchasing suppliers. The unit price estimate management device according to any one of claims 1 to 3, characterized in that.

5. When the estimate classification of the estimate data is "inventory estimate", the customer is "data available", the supplier is "data not available", and the purchasing supplier is "data not available", the master update means updates the customer-specific product unit price master. The unit price estimate management device according to claim 4, characterized in that.

6. When the estimate classification of the estimate data is "inventory estimate", the customer is "data available", the supplier is "data available", and the purchasing supplier is "data not available", the master update means updates the customer-supplier-specific product unit price master. The unit price estimate management device according to claim 4, characterized in that.

7. When the estimate classification of the estimate data is "direct delivery estimate", the customer is "data available", the supplier is "data not available", and the purchasing supplier is "data available", the master update means updates the customer-purchasing supplier-specific product unit price master. The unit price estimate management device according to claim 4, characterized in that.

8. When the estimate classification of the estimate data is "direct delivery estimate", the customer is "data available", the supplier is "data available", and the purchasing supplier is "data available", the master update means updates the customer-supplier-purchasing supplier-specific product unit price master. The unit price estimate management device according to claim 4, characterized in that.

9. A unit price estimate management method executed by an information processing device provided with a control unit, The control unit is At least, a unit price master for storing data related to customers, application start dates, products, quantities that are units of unit prices, and unit price items in association with each other, A temporary master for storing data for updating the unit price master, Is configured to be accessible to, Executed in the control unit, An estimate input step of inputting estimate data including items of estimate number, estimate date, order scheduled date, sales scheduled date, customer, supplier, purchasing supplier, application start date, product, quantity, unit price, and amount, An approval step of updating the temporary master based on the approved estimate data when the input estimate data is approved, A master update step of updating the unit price master based on the updated temporary master, A unit price estimate management method characterized by including

10. A unit price estimate management program for causing an information processing apparatus having a control unit to execute, wherein the control unit at least includes a unit price master for storing data related to a customer, an application start date, a product, a quantity which is a unit of the unit price, and a unit price item in an associated manner, a temporary master for storing data for updating the unit price master, is configured to be accessible to, in the control unit, an estimate input step of inputting estimate data including items of an estimate number, an estimate date, an order scheduled date, a sales scheduled date, a customer, a delivery destination, a procurement source, an application start date, a product, a quantity, a unit price, and an amount; an approval step of updating the temporary master based on the approved estimate data when the input estimate data is approved; a master update step of updating the unit price master based on the updated temporary master; A unit price estimate management program for causing the above to be executed.

Images