Purchased goods management device, purchased goods management method, and purchased goods management program

Abstract

To provide a purchase article management device, a purchase article management method and a purchase article management program which can manage the sales prices and cost prices of purchase articles of each project.SOLUTION: A purchase article management method includes acquiring order reception data in which the amount of order acceptance of a contract agreement of a project is set, and purchase article data in which the amount of purchase article of a purchase article is set, updating the purchase article data with the sales price of the purchase article when the purchase article is sold, and acquiring sales data in which the sales of a project is set, and recovery schedule data in which the amount of recovery schedule for an orderer of the project is set, on the basis of the order reception data and the purchase article data, at the time of completion of the project.SELECTED DRAWING: Figure 3

Description

[Technical Field]

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

[0002] Patent Document 1 discloses a configuration in which the amount paid by the client to the contractor for a contract work is calculated by deducting a safety cooperation fee from the contract amount. [Prior art documents] [Patent documents]

[0003] [Patent Document 1] Japanese Patent Application Publication No. 2019-28892 Summary of the Invention [Problem to be solved by the invention]

[0004] However, the invention described in Patent Document 1 above had the problem that it was not possible to record receivables by subtracting the amount of purchased goods from construction sales, and therefore it was not possible to accurately manage receivables for each construction project.

[0005] The present invention has been made in consideration of the above-mentioned problems, and aims to provide a purchased item management device, a purchased item management method, and a purchased item management program that can manage the sales price and cost of purchased items by project. [Means for solving the problem]

[0006] In order to solve the above-mentioned problems and achieve the objectives, the purchased item management device of the present invention is a purchased item management device equipped with a control unit, wherein the control unit is characterized by comprising: a contract acquisition means for acquiring order data setting the order amount of a project contract and purchased item data setting the purchase amount of the purchased item; a purchased item selling means for updating the purchased item data with the selling price of the purchased item when the purchased item is sold; and a sales acquisition means for acquiring, at the time of completion of the project, sales data setting the sales amount of the project based on the order data and the purchased item data, and planned collection data setting the planned collection amount to be collected from the project's client.

[0007] In the purchased goods management device according to the present invention, the estimated collection amount is the amount obtained by subtracting the purchased goods price from the sales amount.

[0008] In the purchased goods management device according to the present invention, the control unit further comprises journal entry creating means for creating purchased goods journal entry data based on the purchased goods data.

[0009] In addition, in the purchased item management device of the present invention, the control unit is characterized by further comprising an entry creation means for creating sales journal data based on the purchased item data, the sales data, and the collection schedule data.

[0010] In addition, in the purchased item management device of the present invention, the contract acquisition means displays a contract data input screen, and when the order amount and the purchased item amount are set on the contract data input screen, acquires the order data that sets the order amount of the contract for the project and the purchased item data that sets the purchased item amount of the purchased item.

[0011] In addition, in the purchased item management device of the present invention, the sales acquisition means displays a sales input screen when the project is completed, and when the sales amount is set on the sales input screen, acquires the sales data that sets the sales amount of the project and the planned collection data that sets the planned collection amount to the client of the project based on the order data and the purchased item data.

[0012] In addition, in the purchased goods management device of the present invention, the sales acquisition means displays a sales input screen when the project is completed, and when sales items, the sales amount, and receivables management items are set on the sales input screen, acquires the sales data in which the sales amount and sales items of the project are set, and the planned collection data in which the planned collection amount and receivables management item of the project from the client, based on the order data and the purchased goods data, and the journal entry creation means creates the sales journal entry data in which the debit account item is the receivables management item and the credit account item is the sales item, based on the purchased goods data, the sales data, and the planned collection data.

[0013] In addition, the purchased item management method of the present invention is a purchased item management method to be executed by a purchased item management device equipped with a control unit, and is characterized by including a contract acquisition step executed by the control unit to acquire order data setting the order amount of a project contract and purchased item data setting the purchase amount of the purchased item, a purchased item selling step to update the purchased item data with the selling price of the purchased item when the purchased item is sold, and a sales acquisition step to acquire sales data setting the sales amount of the project and planned recovery data setting the planned recovery amount to the project client based on the order data and the purchased item data at the time of completion of the project.

[0014] In addition, the purchased item management program of the present invention is a purchased item management program to be executed by a purchased item management device equipped with a control unit, and is characterized in that the control unit executes the following steps: a contract acquisition step for acquiring order data setting the order amount for a project contract and purchased item data setting the purchase amount of the purchased item; a purchased item selling step for updating the purchased item data with the selling price of the purchased item when the purchased item is sold; and a sales acquisition step for acquiring sales data setting the sales amount of the project and planned recovery data setting the planned recovery amount to the project's client based on the order data and the purchased item data at the time of project completion. [Effects of the Invention]

[0015] The present invention provides the advantage of enabling receivable deductions for managing purchased goods. It also provides the advantage of being able to deduct the value of purchased goods from the completed construction amount to record receivables. It also provides the advantage of managing purchased goods for each construction project, enabling accurate income and expenditure management. It also provides the advantage of preventing embezzlement of sales proceeds by inputting the occurrence of purchased goods and the sales price of the purchased goods into the system. While fraud, such as on-site agents embezzling sales proceeds at the sales site of purchased goods, is prone to occur, system management makes it possible to determine whether the sales are being managed properly, and this information can be used as reference material for tax audits. It also provides the advantage of specifying a deduction amount for current sales based on purchased goods data at the time of contract, calculating the expected recovery amount minus the deduction amount, registering the expenses and sales price at the time of sale of the purchased goods, and treating the expenses as the construction cost. It also provides the advantage of enabling receivable management minus the value of purchased goods. Furthermore, the present invention has the effect of preventing the site agent from embezzling the sales amount of the purchased goods. [Brief explanation of the drawings]

[0016] [Figure 1]FIG. 1 is a diagram showing an example of a purchased item management process in this embodiment. [Figure 2] FIG. 2 is a diagram showing an example of the purchased goods management process in this embodiment. [Figure 3] FIG. 3 is a block diagram showing an example of the configuration of a purchased goods management device according to this embodiment. [Figure 4] FIG. 4 is a flowchart showing an example of the processing of the purchased goods management device in this embodiment. [Figure 5] FIG. 5 is a diagram showing an example of the purchased goods management process in this embodiment. [Figure 6] FIG. 6 is a diagram showing an example of the purchased goods management process in this embodiment. [Figure 7] FIG. 7 is a diagram showing an example of the purchased goods management process in this embodiment. DETAILED DESCRIPTION OF THE INVENTION

[0017] DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS An embodiment of the present invention will be described in detail with reference to the accompanying drawings. However, the present invention is not limited to this embodiment.

[0018] [1. Overview] First, an overview of the present invention will be described with reference to Figures 1 and 2. Figures 1 and 2 are diagrams showing an example of a purchased item management process in this embodiment.

[0019] Previously, it was not possible to record receivables by deducting the amount of purchased goods from construction sales, and when managing the sale of purchased goods, which are items that originally existed on the construction site and have sale value, the client was aware that the purchased goods could be sold, so the amount obtained by deducting the expected sale price of the purchased goods from the contract amount for the construction was deposited with the company that undertook the construction, but the amount was managed as a total amount rather than for each construction project.

[0020] Therefore, in the past, when managing the sale of purchased items, it was not possible to control which construction projects the purchased items were linked to, which meant there was a possibility that the site agent could embezzle the money.

[0021] Therefore, as shown in Figure 1, this embodiment provides a mechanism that prevents on-site agents from embezzling money by recording the amount of the receivables minus the amount of the purchased goods, and by enabling the entire estimated amount to be included in the cost, and by managing the system.

[0022] To realize this system, in the purchased goods management process of this embodiment, as shown in Figure 2, contract and purchased goods data is obtained when the contract is entered, the purchased goods data is updated when the purchased goods are sold, and sales data and planned collection data are obtained when sales are entered.

[0023] [2. Configuration] An example of the configuration of the purchased goods management device 100 according to this embodiment will be described with reference to Fig. 3. Fig. 3 is a block diagram showing an example of the configuration of the purchased goods management device 100 according to this embodiment.

[0024] 3, the purchase management device 100 is a commercially available desktop personal computer. Note that the purchase management device 100 is not limited to a stationary information processing device such as a desktop personal computer, but may also be a portable information processing device such as a commercially available notebook personal computer, PDA (Personal Digital Assistant), smartphone, or tablet personal computer.

[0025] Purchase 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 purchase management device 100 is connected to each other so as to be able to communicate with each other via any communication path.

[0026] The communication interface unit 104 communicably connects the purchase 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 purchase management device 100 and the server 200 so that they can communicate with each other, and is, for example, the Internet or a LAN (Local Area Network).

[0027] 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 achieve 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.

[0028] The storage unit 106 stores various databases, tables, files, etc. The storage unit 106 stores computer programs that work in conjunction with an operating system (OS) to issue commands to a central processing unit (CPU) to perform various processes. The storage unit 106 may be, for example, a memory device such as a random access memory (RAM) or a read-only memory (ROM), a fixed disk device such as a hard disk, a flexible disk, or an optical disk. The storage unit 106 includes a project database 106a.

[0029] The project database 106a stores project data for projects such as construction work. Here, the project data may include order data (contract data), purchased item data, sales data, scheduled collection data, and / or accounting data.

[0030] The control unit 102 is a CPU or the like that comprehensively controls the purchased goods 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, required data, etc., and executes various information processing based on these stored programs. Functionally, the control unit 102 includes a contract acquisition unit 102a, a purchased goods sales unit 102b, a sales acquisition unit 102c, and an accounting entry creation unit 102d.

[0031] The contract acquisition unit 102a acquires contract data for the project. Here, the contract acquisition unit 102a may acquire order data in which the order amount for the contract for the project is set, and purchased item data in which the purchase price of the purchased item is set. Furthermore, the contract acquisition unit 102a may display a contract data input screen, and when the order amount and the purchase price are set on the contract data input screen, acquire order data in which the order amount for the contract for the project is set, and purchased item data in which the purchase price of the purchased item is set.

[0032] The purchased goods selling unit 102b updates the purchased goods data with the sale price of the purchased goods. Here, when the purchased goods are sold, the purchased goods selling unit 102b may update the purchased goods data with the sale price of the purchased goods.

[0033] The sales acquisition unit 102c acquires sales data for the project and planned collection data for the project. Here, the sales acquisition unit 102c may acquire, upon completion of the project, sales data setting the sales amount for the project and planned collection data setting the planned collection amount for the project's client, based on the order data and purchased item data. Here, the planned collection amount may be the amount obtained by subtracting the purchased item price from the sales amount. Furthermore, the sales acquisition unit 102c may display a sales input screen upon completion of the project, and, if the sales amount is set on the sales input screen, acquire sales data setting the sales amount for the project and planned collection data setting the planned collection amount for the project's client, based on the order data and purchased item data. Furthermore, the sales acquisition unit 102c may display a sales input screen upon completion of the project, and, if sales expense items, sales amount, and receivable management items are set on the sales input screen, acquire sales data setting the sales amount and sales expense items for the project, and planned collection data setting the planned collection amount for the project's client and receivable management items, based on the order data and purchased item data.

[0034] The journal entry preparation unit 102d prepares journal entry data. Here, the journal entry preparation unit 102d may prepare purchased item journal entry data based on purchased item data. Furthermore, the journal entry preparation unit 102d may prepare sales journal entry data based on purchased item data, sales data, and scheduled collection data. Furthermore, the journal entry preparation unit 102d may prepare sales journal entry data in which the debit account item is a receivable management item and the credit account item is a sales expense item based on the purchased item data, sales data, and scheduled collection data.

[0035] [3. Specific Examples] A specific example of this embodiment will be described with reference to FIGS.

[0036] [Purchased goods management processing] An example of the purchased goods management process in this embodiment will now be described with reference to Fig. 4. Fig. 4 is a flowchart showing an example of the process of the purchased goods management device 100 in this embodiment.

[0037] As shown in Figure 4, the contract acquisition unit 102a displays the contract data input screen on the output device 114, and when the order amount and the purchased item amount are set on the contract data input screen, it acquires order data (contract data) that sets the order amount for the project contract and purchased item data that sets the purchased item amount for the purchased item (step SA-1).

[0038] When the purchased goods are sold, the purchased goods selling unit 102b updates the purchased goods data with the selling price of the purchased goods (step SA-2).

[0039] Then, the journalization creating unit 102d creates purchased goods journal data based on the purchased goods data (step SA-3).

[0040] Then, when the project is completed, the sales acquisition unit 102c displays the sales input screen on the output device 114, and if sales items, sales amount, and receivables management items are set on the sales input screen, it acquires sales data that sets the sales amount and sales items of the project based on the order data and purchased item data, as well as planned collection data that sets the planned collection amount from the project client and receivables management items (step SA-4).

[0041] Then, the journal creation unit 102d creates sales journal data based on the purchased item data, sales data, and collection schedule data (step SA-5), and ends the process.

[0042] An example of the purchased goods management process in this embodiment will now be described with reference to Figures 5 to 7. Figures 5 to 7 are diagrams showing an example of the purchased goods management process in this embodiment.

[0043] As shown in FIG. 5, in this embodiment, when the purchase price agreed upon at the time of the contract is entered on the contract input screen, the purchase price data is acquired, and the purchase price and the order data are linked.

[0044] As shown in FIG. 6 , in this embodiment, when a "separate invoice" is received from the recycler, which lists the sale price and expenses of the purchased items, the sales price and expenses incurred at the time of the sale of the purchased items are registered based on the contents of the "separate invoice," and the expenses incurred are included in the construction cost. Note that in this embodiment, there are cases where the sales price is lower than estimated at the time of the contract. Also, in this embodiment, when an order number is specified, the number, purchased items, quantity, and purchase price are retrieved and locked on the purchase item sales input screen (note that these can be modified in the contract input). Also, as shown in FIG. 6 , in this embodiment, since the construction is not completed at this point and the owner of the purchased items is the client, the purchase amount is recorded as a deposit rather than a sales amount, and the account is credited with the deposit. Also, as shown in FIG. 6 , in this embodiment, the nugget cost, industrial waste disposal cost, and transportation cost for the construction number specified on the purchase item sales input screen are included in the construction cost and credited with the deposit.

[0045] As shown in FIG. 7 , in this embodiment, the purchased goods data acquired at the time of the contract is retrieved and input for recording the completion of the construction work. The sales amount is entered on the sales input screen, and the expected collection amount is calculated by subtracting the purchased goods price agreed upon at the time of the contract from the sales amount. As shown in FIG. 7 , on the sales input screen in this embodiment, sales numbers are automatically generated, and when an order number is specified, the order amount is retrieved and locked and displayed. Also, as shown in FIG. 7 , in this embodiment, the amount obtained by subtracting the purchased goods price agreed upon at the time of the contract from the sales amount is recorded as a receivable, and the debit account is journalized as construction accounts receivable. Also, as shown in FIG. 7 , in this embodiment, the purchased goods price agreed upon at the time of the contract is journalized as cost of sales. Also, as shown in FIG. 7 , in this embodiment, the deposit received at the time of the sale of the purchased goods is recorded as sales, and the debit account is journalized as deposit and the credit account is journalized as the amount of the purchased goods sold.

[0046] [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 the achievement of SDGs Goals 8 and 9.

[0047] 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.

[0048] Furthermore, this embodiment can contribute to strengthening control and governance, which can contribute to the achievement of Goal 16 of the SDGs.

[0049] 5. Other Embodiments The present invention may be implemented in various different embodiments other than those described above within the scope of the technical concept set forth in the claims.

[0050] 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.

[0051] Furthermore, 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 can be changed as desired unless otherwise specified.

[0052] Furthermore, with regard to the purchased goods management device 100, the components shown in the figures are functional concepts, and do not necessarily have to be physically configured as shown in the figures.

[0053] For example, all or any part of the processing functions of the purchase management device 100, particularly the processing functions performed by the control unit 102, may be implemented by a CPU and a program interpreted and executed by the CPU, or may be implemented as hardware using wired logic. The program is recorded on a non-transitory computer-readable recording medium containing programmed instructions for causing the information processing device to execute the processes described in this embodiment, and is mechanically read by the purchase management device 100 as needed. That is, a computer program for providing 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 RAM, and cooperates with the CPU to form the control unit.

[0054] This computer program may also be stored in an application program server connected to purchase management device 100 via any network, and all or part of it may be downloaded as needed.

[0055] Furthermore, the program for executing the processes described in this embodiment may be stored in a non-transitory computer-readable recording medium or configured as a program product. Here, the term "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.

[0056] Furthermore, a "program" is a data processing method written in any language or description method, and does not matter whether it is in the form of source code or binary code. Note that a "program" is not necessarily limited to a single structure, but also includes a structure that is distributed as multiple modules or libraries, or a structure 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, can use well-known configurations and procedures.

[0057] The various databases 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 used for various processes and providing websites.

[0058] The purchase 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 connected to any peripheral device. The purchase management device 100 may also be realized by installing software (including programs or data) that causes the device to perform the processes described in this embodiment.

[0059] 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 configured by functionally or physically distributing and integrating them in any unit depending on various additions or functional loads. In other words, the above-described embodiments can be implemented in any combination, or embodiments can be implemented selectively. [Industrial Applicability]

[0060] The present invention is useful in industries such as the construction industry and engineering works, where scrap is generated during construction work. [Explanation of symbols]

[0061] 100 Purchase management device 102 Control section 102a Contract Acquisition Department 102b Purchase and Sales Department 102c Sales Acquisition Department 102d Journal Entry Preparation Department 104 Communication interface unit 106 Storage section 106a Project Database 108 Input / Output Interface Section 112 Input Device 114 Output Device 200 servers 300 Network

Claims

1. A purchase management device equipped with a control unit, The control unit a contract acquisition means for acquiring order data that sets the order amount of the contract for the project and purchased goods data that sets the purchase price of the purchased goods; a means for selling purchased goods, which updates the purchased goods data with the selling price of the purchased goods when the purchased goods are sold; a sales acquisition means for displaying a sales input screen at the time of completion of the project, and when the sales amount of the project is set on the sales input screen, calculating a planned collection amount by subtracting the purchased item amount from the sales amount based on the order data and the purchased item data, and acquiring sales data in which the sales amount of the project is set and planned collection data in which the planned collection amount to the client of the project is set; A purchase management device comprising:

2. The control unit a journal entry creation means for creating, based on the purchased goods data, purchased goods journal data in which the debit account item is the construction cost and the credit account item is the deposit when the construction cost is set on the purchased goods sales input screen; 2. The purchase management device according to claim 1, further comprising:

3. The contract acquisition means is A purchased item management device as described in claim 1, characterized in that when a contract data input screen is displayed and the order amount and the purchased item amount are set on the contract data input screen, the order data setting the order amount for the contract for the project and the purchased item data setting the purchased item amount for the purchased item are obtained.

4. The sales acquisition means When the project is completed, the sales input screen is displayed, and if the sales expense items, the sales amount, and the receivables management item are set on the sales input screen, the amount obtained by subtracting the purchased item amount from the sales amount is calculated based on the order data and the purchased item data as the planned collection amount, and the sales data in which the sales amount and sales expense items of the project are set, and the planned collection data in which the planned collection amount and receivables management item for the client of the project are set are obtained, The control unit a journal entry creation means for creating sales journal data in which the debit account item is the receivable management item and the credit account item is the sales expense item based on the purchased goods data, the sales data, and the collection schedule data; 2. The purchase management device according to claim 1, further comprising:

5. A purchase management method to be executed by a purchase management device equipped with a control unit, Executed by the control unit, a contract acquisition step of acquiring order data that sets the order amount of the contract for the project and purchased goods data that sets the purchase price of the purchased goods; a step of selling the purchased goods, when the purchased goods are sold, updating the purchased goods data with the selling price of the purchased goods; a sales acquisition step of displaying a sales input screen at the completion of the project, and when the sales amount of the project is set on the sales input screen, calculating a planned collection amount by subtracting the purchased item amount from the sales amount based on the order data and the purchased item data, and acquiring sales data in which the sales amount of the project is set and planned collection data in which the planned collection amount to the client of the project is set; A method for managing purchased items, comprising:

6. A purchase management program to be executed by a purchase management device having a control unit, In the control unit, a contract acquisition step of acquiring order data that sets the order amount of the contract for the project and purchased goods data that sets the purchase price of the purchased goods; a step of selling the purchased goods, when the purchased goods are sold, updating the purchased goods data with the selling price of the purchased goods; a sales acquisition step of displaying a sales input screen at the completion of the project, and when the sales amount of the project is set on the sales input screen, calculating a planned collection amount by subtracting the purchased item amount from the sales amount based on the order data and the purchased item data, and acquiring sales data in which the sales amount of the project is set and planned collection data in which the planned collection amount to the client of the project is set; A purchasing management program to carry out the above.

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