Information processing device, method, program, and system

Abstract

To issue a ledger sheet satisfying a prescribed condition.SOLUTION: An information processing device according to an embodiment of the present invention includes: an accepting unit for accepting a request of issuance of a ledger sheet; a first determination unit for determining presence or absence of input into a specific area of the ledger sheet; a second determination unit for determining, when the input into the specific area is present, whether input into an area other than the specific area satisfies the prescribed condition; and an issuing unit for issuing the ledger sheet when there is no input into the specific area.SELECTED DRAWING: Figure 3

Description

[Technical Field]

[0001] The present invention relates to an information processing device, a method, a program, and a system. [Background technology]

[0002] Conventionally, methods have been disclosed for determining the eligibility of supporting data related to qualified invoices under the invoice system. Specifically, for example, in Patent Document 1, multiple characters included in the supporting data are converted into text, and the multiple characters are compared with the business name and business identification information to determine the eligibility of the supporting data. [Prior art documents] [Patent documents]

[0003] [Patent Document 1] Patent No. 6712738 Summary of the Invention [Problem to be solved by the invention]

[0004] However, the supporting data in Patent Document 1 is an image of invoices held by the accounting firm's clients, which has been scanned (see paragraph

[0020] of the specification in Cited Document 1, etc.). In other words, the supporting data in Patent Document 1 is supporting data relating to issued invoices, and if this prior art determines that the supporting data is ineligible because it does not meet the specified conditions, the deduction cannot be applied.

[0005] Therefore, an object of the present invention is to issue a form that satisfies predetermined conditions. [Means for solving the problem]

[0006] An information processing device according to one embodiment of the present invention includes a receiving unit that receives a request to issue a form, a first determining unit that determines whether or not there is an input to a specific area of ​​the form, a second determining unit that, if there is an input to the specific area, determines whether or not an input to an area other than the specific area of ​​the form satisfies a predetermined condition, and a second determining unit that, if there is no input to the specific area, determines whether or not there is an input to issue the form. If there is an input to the specific area and the input to the area other than the specific area of ​​the form satisfies the predetermined condition, the form is issued. A publishing department and The document is a qualified invoice under the invoice system, and the areas other than the specific area are items that should be included in the qualified invoice, and the specific area is the registration number of the qualified invoice issuing business. .

[0007] According to the present invention, it is possible to issue a form that satisfies predetermined conditions. [Brief explanation of the drawings]

[0008] [Figure 1] 1 is a diagram illustrating an overall configuration according to an embodiment of the present invention. [Figure 2] 1 is a hardware configuration diagram of an information processing apparatus according to an embodiment of the present invention; [Figure 3] 1 is a functional block diagram of an information processing apparatus according to an embodiment of the present invention; [Figure 4] 4 is an example of data stored in a form data storage unit according to an embodiment of the present invention. [Figure 5] 10 is an example of data stored in a customer data storage unit according to an embodiment of the present invention. [Figure 6] 1 is a flowchart (Example 1) of a form issuing process according to one embodiment of the present invention. [Figure 7] 10 is a flowchart (example 2) of a form issuing process according to one embodiment of the present invention. [Figure 8] 10 is an example of a screen according to an embodiment of the present invention. DETAILED DESCRIPTION OF THE INVENTION

[0009] Hereinafter, embodiments of the present disclosure will be described with reference to the drawings.

[0010] <Terminology> In this specification, a "document" is a document (e.g., invoice, delivery note, receipt, receipt, etc.) that shows the amount of money that a buyer pays to a seller (also called a supplier). For example, the document is a qualified invoice under the qualified invoice storage system (also called the invoice system). In this specification, "issuing" refers to creating a document such as a qualified invoice and making it available for use (for example, printing the document data, transmitting the document data).

[0011] <System configuration> 1 is a diagram showing the overall configuration of an embodiment of the present invention. The system 1 includes an information processing device (server) 10 and a user terminal (client) 20. The information processing device 10 and the user terminal 20 are communicably connected via a communication network N. Each of them will be described below.

[0012] <<Information processing equipment>> The information processing device 10 issues forms such as qualified invoices under the invoice system. Specifically, when the information processing device 10 receives a request to issue a form, it determines whether or not there is input in a specific area of ​​the form (for example, whether or not there is input in the "registration number of the qualified invoice issuer"). If there is input in the specific area, the information processing device 10 determines whether or not the input in areas other than the specific area of ​​the form meets predetermined conditions (for example, whether or not predetermined items (such as "transaction date," "transaction details," "total amount of consideration classified by tax rate and applicable tax rate," "amount of consumption tax classified by tax rate," and "name or title of the business receiving the issuance") are described). If there is no input in the specific area, the information processing device 10 issues the form.

[0013] The devices described in the examples merely represent one of multiple computing environments for implementing the embodiments disclosed herein. The information processing device 10 is, for example, a personal computer (PC) or a workstation. The information processing device 10 may be implemented as a server device, an application service provider (ASP), or cloud computing. In one embodiment, the information processing device 10 includes multiple computing devices, such as a server cluster. The multiple computing devices are configured to communicate with each other via any type of communication link, including a network, shared memory, etc., and perform the processes disclosed herein.

[0014] <<User terminal>> The user terminal 20 is a terminal used by a user who wants to issue a form such as a qualified invoice under the invoice system. Specifically, the user terminal 20 requests the information processing device 10 to issue a form. The user terminal 20 also acquires the form issued by the information processing device 10. For example, the user terminal 20 is a personal computer or the like.

[0015] Note that the user terminal 20 is not limited to a personal computer as long as it is a device equipped with a communication function. The user terminal 20 may be, for example, a PJ (Projector), an IWB (Interactive White Board: a white board with an electronic blackboard function that allows mutual communication), an output device such as digital signage, a HUD (Head Up Display) device, industrial machinery, an imaging device, a sound collection device, medical equipment, a network home appliance, an automobile (Connected Car), a notebook PC (Personal Computer), a mobile phone, a smartphone, a tablet terminal, a game console, a PDA (Personal Digital Assistant), a digital camera, a wearable PC, a desktop PC, or the like.

[0016] <Hardware configuration> 2 is a hardware configuration diagram of an information processing device 10 according to an embodiment of the present invention. The same applies to a user terminal (in the case of a personal computer) 20.

[0017] As shown in FIG. 2, the information processing device 10 is constructed by a computer, and as shown in FIG. 2, it is equipped with a CPU 1001, a ROM 1002, a RAM 1003, an HD 1004, an HDD (Hard Disk Drive) controller 1005, a display 1006, an external device connection I / F (Interface) 1007, a network I / F 1008, a data bus 1009, a keyboard 1010, a pointing device 1011, a DVD-RW (Digital Versatile Disk Rewritable) drive 1013, and a media I / F 1015.

[0018] Of these, the CPU 1001 controls the overall operation of the information processing device 10. The ROM 1002 stores programs, such as an IPL, used to drive the CPU 1001. The RAM 1003 is used as a work area for the CPU 1001. The HD 1004 stores various data, such as programs. The HDD controller 1005 controls the reading and writing of various data from and to the HD 1004 under the control of the CPU 1001. The display 1006 displays various information, such as a cursor, menus, windows, characters, or images. The external device connection I / F 1007 is an interface for connecting various external devices. In this case, the external devices are, for example, USB (Universal Serial Bus) memories or printers. The network I / F 1008 is an interface for data communication using the communication network N. The bus line 1009 is an address bus, a data bus, or the like, for electrically connecting the components, such as the CPU 1001, shown in FIG. 2.

[0019] The keyboard 1010 is a type of input means having multiple keys for inputting characters, numbers, various instructions, etc. The pointing device 1011 is a type of input means for selecting and executing various instructions, selecting a processing target, moving a cursor, etc. The DVD-RW drive 1013 controls reading and writing of various data from a DVD-RW 1012, which is an example of a removable recording medium. Note that this is not limited to a DVD-RW, and may be a DVD-R, etc. The media I / F 1015 controls reading and writing (storing) of data from a recording medium 1014, such as a flash memory.

[0020] <Function block> FIG. 3 is a functional block diagram of an information processing device 10 according to an embodiment of the present invention.

[0021] Information processing device 10 can include a reception unit 101, a determination unit 102, an issuance unit 103, an error processing unit 104, a forced setting unit 105, a screen generation unit 106, a form data storage unit 107, and a customer data storage unit 108. Information processing device 10 can also function as reception unit 101, determination unit 102, issuance unit 103, error processing unit 104, forced setting unit 105, and screen generation unit 106 by executing a program.

[0022] The reception unit 101 receives a request from the user terminal 20 to issue a document (for example, an invoice).

[0023] The determination unit 102 functions as a "first determination unit" and a "second determination unit", and may be one or more modules.

[0024] The determination unit 102 (first determination unit) determines whether or not there is input in a specific area of ​​the form. For example, the determination unit 102 determines whether or not there is input in the "Registration number of qualified invoice issuer" field in the invoice.

[0025] The determination unit 102 (second determination unit) determines whether or not the input to the area other than the specific area of ​​the form satisfies a predetermined condition. For example, the determination unit 102 determines whether or not predetermined items (for example, the items of "transaction date," "transaction content," "total amount of consideration classified by tax rate and applicable tax rate," "amount of consumption tax classified by tax rate," and "name or title of business operator receiving the issuance") are entered.

[0026] The issuing unit 103 issues a form to the user terminal 20. For example, the issuing unit 103 can perform settings related to issuance (for example, settings for printing the form) before issuing the form. Note that the issuing unit 103 may determine whether other items (i.e., items other than the items determined by the determining unit 102) satisfy predetermined conditions before issuing the form.

[0027] The error processing unit 104 executes error processing. For example, the error processing unit 104 can display a screen notifying that an error has occurred and that a form cannot be issued, a screen presenting items that do not meet predetermined conditions, a screen prompting correction of items that do not meet predetermined conditions, etc.

[0028] The forcing setting unit 105 changes the input to the area that is determined not to satisfy the predetermined condition to an input that satisfies the predetermined condition.

[0029] The screen generation unit 106 generates a screen. Specifically, the screen generation unit 106 generates a screen for accepting a request to issue a form. When there is input in a specific area of ​​the form, the screen generation unit 106 generates a screen according to whether or not the input in areas other than the specific area of ​​the form satisfies a predetermined condition (for example, when the predetermined condition is not met, a screen notifying that an error has occurred and the form cannot be issued, a screen presenting items that do not meet the predetermined condition, a screen prompting correction of items that do not meet the predetermined condition, etc.; when the predetermined condition is met, a screen for issuing the form). When there is no input in the specific area, the screen generation unit 106 generates a screen for issuing the form (for example, a screen for settings for printing the form).

[0030] The form data storage unit 107 stores data relating to forms.

[0031] The customer data storage unit 108 stores data relating to customers (for example, billing destinations).

[0032] <Data Structure> The data stored in the form data storage unit 107 will be described with reference to FIG. 4, and the data stored in the supplier data storage unit 108 will be described with reference to FIG.

[0033] 4 shows an example of data stored in the form data storage unit 107 according to one embodiment of the present invention. The form data storage unit 107 stores data relating to forms.

[0034] The form data storage unit 107 stores the following information entered by the user for each form: "Qualified invoice issuer," "Transaction date," "Use of identifier for items subject to reduced tax rate," "Classify items by consumption tax rate," "Hide explanation of items subject to reduced tax rate," and "Customer ID." Each of these is explained below.

[0035] The "qualified invoice issuer" stores the "registration number of the qualified invoice issuer" of the billing source of the invoice. The determination unit 102 determines that the invoice is a qualified invoice if a registration number is stored in the "qualified invoice issuer" ((2)(3)(4) in Figure 4), and determines that the invoice is not a qualified invoice if a registration number is not stored in the "qualified invoice issuer" ((1) in Figure 4). Note that the determination unit 102 may also determine whether the registration number is an appropriate number.

[0036] The "transaction date" stores the date of issuance of the invoice, etc. The determination unit 102 determines that a predetermined condition is met if a date is stored in the "transaction date," and determines that the predetermined condition is not met if a date is not stored in the "transaction date."

[0037] "Use of identifier for item subject to reduced tax rate" stores information on whether an identifier indicating that the item is subject to reduced tax rate (for example, the * mark in FIG. 8) is used (for example, whether the identifier display function is turned on). If the identifier is used, the determination unit 102 determines that the predetermined condition is met, and if the identifier is not used, the determination unit 102 determines that the predetermined condition is not met.

[0038] "Classify items by consumption tax rate" stores information on whether items are classified by consumption tax rate (for example, whether the "Classify items by consumption tax rate" function is turned on). If items are classified, the determination unit 102 determines that the predetermined condition is met, and if items are not classified, the determination unit 102 determines that the predetermined condition is not met.

[0039] "Hide explanations of reduced tax rate items" stores information on whether the explanations of reduced tax rate items are hidden (for example, whether the "Hide explanations of reduced tax rate items" function is turned off). The determination unit 102 determines that the predetermined condition is met if the explanations are not hidden, and determines that the predetermined condition is not met if the explanations are hidden.

[0040] The "Customer ID" stores an ID (identification information) for identifying the billing party of the invoice. The determination unit 102 determines that a predetermined condition is met if a business name (customer name) linked to the "Customer ID" is stored (for example, the "Business Name" in FIG. 5 is stored), and determines that the predetermined condition is not met if a business name (customer name) linked to the "Customer ID" is not stored (for example, the "Business Name" in FIG. 5 is not stored).

[0041] In this way, whether or not each item on the form has been entered and the content of the entry for each item are stored, so it is possible to determine whether or not the form satisfies a predetermined condition.

[0042] 5 shows an example of data stored in the customer data storage unit 108 according to one embodiment of the present invention. The customer data storage unit 108 stores data related to customers (e.g., billing destinations). Note that the customer data storage unit 108 may not be provided, and customer information may be entered into a form.

[0043] The customer data storage unit 108 stores the following information for each customer: "Customer ID," "Company name," "Telephone number," and "Email." Each of these will be explained below.

[0044] "Customer ID" is an ID for identifying a customer.

[0045] "Business name" is the name or title of the business partner.

[0046] "Phone number" is the telephone number of the business partner.

[0047] "Email" is the email address of the business partner.

[0048] <Processing method> FIG. 6 is a flowchart (example 1) of a form issuing process according to one embodiment of the present invention.

[0049] In step 11 (S11), the reception unit 101 receives a request from the user terminal 20 to issue a document (for example, an invoice).

[0050] In step 12 (S12), the determination unit 102 determines whether or not there is input to a specific area of ​​the form. If there is input to the specific area ("YES" in FIG. 6, i.e., there is input), the process proceeds to step 13, and if there is no input to the specific area ("NO" in FIG. 6, i.e., there is no input), the process proceeds to step 14.

[0051] For example, the determination unit 102 determines whether or not there is an entry in the "Registration number of qualified invoice issuer" field in the invoice (that is, whether or not there is an entry in the qualified invoice issuer field of the invoice).

[0052] In step 13 (S13), the determination unit 102 determines whether the input to the area other than the specific area of ​​the form satisfies a predetermined condition. If the predetermined condition is met ("YES" in FIG. 6, i.e., all items are met), the process proceeds to step 14. If the predetermined condition is not met ("NO" in FIG. 6, i.e., there are unmet items), the process proceeds to step 15.

[0053] For example, the judgment unit 102 judges whether or not certain items (e.g., items such as "transaction date," "transaction content," "total amount of consideration divided by tax rate and applicable tax rate," "amount of consumption tax divided by tax rate," and "name or title of business receiving the issuance") are included (i.e., whether or not the format corresponds to a qualified invoice).

[0054] In step 14 (S14), the issuing unit 103 issues a form to the user terminal 20. For example, the issuing unit 103 can make settings related to the issuance (for example, settings for printing the form) before issuing the form. Note that the issuing unit 103 may also determine whether other items (i.e., items other than the items determined by the determining unit 102) satisfy predetermined conditions before issuing the form.

[0055] In step 15 (S15), the error processing unit 104 executes error processing. For example, the error processing unit 104 can display a screen notifying that an error has occurred and that the form cannot be issued, a screen presenting items that do not meet predetermined conditions, a screen prompting correction of items that do not meet predetermined conditions, etc.

[0056] In this way, a user can find out if a document does not meet certain conditions (for example, if it does not include certain items (for example, items to be included on a qualified invoice under the invoice system)) simply by making an entry in a specific area of ​​the document (for example, by entering the "registration number of the qualified invoice issuer" in the invoice).

[0057] FIG. 7 is a flowchart (example 2) of a form issuing process according to one embodiment of the present invention.

[0058] In step 21 (S21), the reception unit 101 receives a request from the user terminal 20 to issue a document (for example, an invoice).

[0059] In step 22 (S22), the determination unit 102 determines whether or not there is input to a specific area of ​​the form. If there is input to the specific area ("YES" in FIG. 7, i.e., there is input), the process proceeds to step 23, and if there is no input to the specific area ("NO" in FIG. 7, i.e., there is no input), the process proceeds to step 24.

[0060] For example, the determination unit 102 determines whether or not there is an entry in the "Registration number of qualified invoice issuer" field in the invoice (that is, whether or not there is an entry in the qualified invoice issuer field of the invoice).

[0061] In step 23 (S23), the determination unit 102 determines whether the input to areas other than the specific area of ​​the form has been determined to satisfy a predetermined condition (whether all items have been determined). If all items have been determined ("YES" in FIG. 7, i.e., all items have been checked), the process proceeds to step 24, and if at least some items have not been determined ("NO" in FIG. 7, i.e., there are items that have not been checked), the process proceeds to step 25.

[0062] In step 24 (S24), the issuing unit 103 issues a form to the user terminal 20. For example, the issuing unit 103 can make settings related to the issuance (for example, settings for printing the form) before issuing the form. Note that the issuing unit 103 may also determine whether other items (i.e., items other than the items determined by the determining unit 102) satisfy predetermined conditions before issuing the form.

[0063] In step 25 (S25), the determination unit 102 determines whether the input to an area other than the specific area of ​​the form satisfies a predetermined condition. If the predetermined condition is met ("YES" in FIG. 7, i.e., supported), the process returns to step 23, and the next item is determined (in this manner, each item is determined sequentially). If the predetermined condition is not met ("NO" in FIG. 7, i.e., not supported), the process proceeds to step 26.

[0064] For example, the judgment unit 102 judges whether each of the specified items (e.g., "transaction date," "transaction content," "total amount of consideration divided by tax rate and applicable tax rate," "amount of consumption tax divided by tax rate," "name or name of business receiving the issuance") is written (i.e., whether it corresponds to the qualified invoice format).

[0065] In step 26 (S26), the forcing setting unit 105 changes the input to the area determined not to satisfy the predetermined condition in S25 to an input that satisfies the predetermined condition. After that, the process returns to step 23, and the next item is judged (in this way, each item is judged sequentially).

[0066] In this way, a user can simply enter information into a specific area of ​​a report (for example, enter the "registration number of a qualified invoice issuer" in an invoice) and issue a report that has been modified to meet the specified conditions, even if the report does not meet the specified conditions (for example, it does not include specified information (for example, information that must be included on a qualified invoice under the invoice system)).

[0067] <Screen example> 8 is an example of a screen (for example, a screen displayed on the user terminal 20) according to one embodiment of the present invention. Fig. 8 is a screen that displays a qualified invoice under the invoice system issued by the information processing device 10.

[0068] As shown in Figure 8, a qualified invoice under the invoice system includes the following items: "1. Name or title of the business issuing the qualified invoice and registration number," "2. Date of transaction," "3. Transaction details," "4. Total amount of consideration (excluding or including tax) divided by tax rate and applicable tax rate," "5. Amount of consumption tax, etc. divided by tax rate," and "6. Name or title of the business receiving the invoice."

[0069] Each function of the above-described embodiments can be realized by one or more processing circuits. Here, the term "processing circuit" in this specification includes a processor programmed to perform each function by software, such as a processor implemented by an electronic circuit, as well as devices such as an ASIC (Application Specific Integrated Circuit), a DSP (Digital Signal Processor), an FPGA (Field Programmable Gate Array), or a conventional circuit module designed to perform each function described above.

[0070] The present invention is not limited to the configurations described in the above embodiments, but may be combined with other elements, etc. These aspects can be changed without departing from the spirit of the present invention, and can be appropriately determined depending on the application form. [Explanation of symbols]

[0071] 1 System 10. Information processing equipment 20 User terminal 101 Reception 102 Judgment section 103 Publishing Department 104 Error processing section 105 Forced setting section 106 Screen generation section 107 Report data storage unit 108 Customer data storage unit

Claims

1. a reception unit that receives a request for issuing a form; a first determination unit that determines whether or not there is an input to a specific area of ​​the form; a second determination unit that, when there is an input to the specific area, determines whether or not an input to an area other than the specific area of ​​the form satisfies a predetermined condition; If there is no input in the specific area, issue the form; an issuing unit that issues the form when there is an input to the specific area and an input to an area other than the specific area of ​​the form satisfies the predetermined condition; Equipped with The document is a qualified invoice under the invoice system, The areas other than the specified areas are matters to be included in the qualified invoice, An information processing device, wherein the specific area is a registration number of a qualified bill issuing business.

2. a forcing setting unit that, when an input to an area other than the specific area does not satisfy the predetermined condition, changes the input that does not satisfy the predetermined condition to an input that satisfies the predetermined condition; The information processing device according to claim 1 , further comprising:

3. an error processing unit that executes error processing when an input to an area other than the specific area does not satisfy the predetermined condition; The information processing device according to claim 1 , further comprising:

4. a screen generation unit that generates a screen; The screen generation unit A screen for accepting requests to issue reports; When there is an input to a specific area of ​​the form, a screen is displayed according to whether or not the input to an area other than the specific area of ​​the form satisfies a predetermined condition. a screen for issuing the form if there is no input in the specific area; generating a screen for issuing the form when there is an input to the specific area and when an input to an area other than the specific area of ​​the form satisfies the predetermined condition; The document is a qualified invoice under the invoice system, The areas other than the specified areas are matters to be included in the qualified invoice, An information processing device, wherein the specific area is a registration number of a qualified bill issuing business.

5. A method executed by an information processing device, receiving a request for issuing a report; A step of determining whether or not there is an input in a specific area of ​​the form; If there is an input to the specific area, determining whether or not an input to an area other than the specific area of ​​the form satisfies a predetermined condition; If there is no input in the specific area, issue the form; issuing the form when there is an input to the specific area and the input to the area other than the specific area of ​​the form satisfies the predetermined condition; Including, The document is a qualified invoice under the invoice system, The areas other than the specified areas are matters to be included in the qualified invoice, A method wherein the specific area is a registration number of a qualified billing business.

6. If an input to an area other than the specific area does not satisfy the predetermined condition, the input that does not satisfy the predetermined condition is changed to an input that satisfies the predetermined condition. The method of claim 5 further comprising:

7. a step of executing an error process when an input to an area other than the specific area does not satisfy the predetermined condition. The method of claim 5 further comprising:

8. Information processing device a reception unit that receives a request for issuing a form; a first determination unit that determines whether or not there is an input to a specific area of ​​the form; a second determination unit that, when there is an input to the specific area, determines whether or not an input to an area other than the specific area of ​​the form satisfies a predetermined condition; If there is no input in the specific area, issue the form; an issuing unit that issues the form when there is an input to the specific area and when an input to an area other than the specific area of ​​the form satisfies the predetermined condition; It functions as The document is a qualified invoice under the invoice system, The areas other than the specified areas are matters to be included in the qualified invoice, The program, wherein the specific field is a registration number of a qualified billing business.

9. A system including an information processing device and a user terminal, The information processing device includes: a reception unit that receives a request for issuing a form from the user terminal; a first determination unit that determines whether or not there is an input to a specific area of ​​the form; a second determination unit that, when there is an input to the specific area, determines whether or not an input to an area other than the specific area of ​​the form satisfies a predetermined condition; If there is no input in the specific area, issue the form to the user terminal; an issuing unit that issues the form to the user terminal when there is an input to the specific area and when an input to an area other than the specific area of ​​the form satisfies the predetermined condition; Equipped with The user terminal requesting the information processing device to issue the form, and acquiring the form issued by the information processing device; The document is a qualified invoice under the invoice system, The areas other than the specified areas are matters to be included in the qualified invoice, The specific area is a registration number of a qualified bill issuing business, the system.

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