Report data generation device, report data generation method, and report data generation program

Abstract

To provide a form data generator, a form data generation method, and a form data generation program which can divide a form, without hindering operation of work efficiency.SOLUTION: A form data generator is configured to: acquire a combination of a division key item and a priority order associated with identification information of a started invoice job, from a division key master; change an alignment sequence of items of an invoice regulation, to a state in which the acquired division key item is preceded according to the priority order; rearrange records of sales data, with the alignment sequence after alteration; aggregate the records according to values of the acquired division key item; and output an invoice PDF file including the invoice of a predetermined layout.SELECTED DRAWING: Figure 6

Description

[Technical Field]

[0001] The present invention relates to a form data generation device, a form data generation method, and a form data generation program. [Background technology]

[0002] Patent Document 1 describes a form creation device and the like that can output form data including a plurality of forms in different output formats for each form. [Prior art documents] [Patent documents]

[0003] [Patent Document 1] Japanese Patent Application Laid-Open No. 2005-173652 Summary of the Invention [Problem to be solved by the invention]

[0004] Incidentally, if you want to split a document under any conditions, such as when sending documents by email or fax, you can consider a method in which you define a split key for each document, add (introduce) control over the aggregation items and sort order for each program (document job), and change the content of that control when operations are changed.

[0005] However, this method requires development of each program at the time of implementation, and modification of each program when operations are changed, which results in high development and modification costs and time, and as a result, there is a risk that operations aimed at improving business efficiency will be hindered.

[0006] The present invention has been made in consideration of the above-mentioned problems, and aims to provide a report data generation device, a report data generation method, and a report data generation program that can perform report division without interfering with business efficiency improvements. [Means for solving the problem]

[0007] In order to solve the above-mentioned problems and achieve the object, the report data generation device of the present invention is a report data generation device equipped with a control unit, which is capable of accessing transaction data which holds item values ​​for each item by item, and job-item linking data which links identification information of a report job that executes report output with items held in the transaction data, and is characterized in that the control unit is equipped with an acquisition means which acquires items linked to the launched report job from the job-item linking data, and a generation means which generates report data of a predetermined layout for each item value of the items acquired by the acquisition means based on the transaction data.

[0008] In addition, in the report data generation device of the present invention, the control unit may further include a change means for changing the order of the transaction data so that the items acquired by the acquisition means are given priority, and the generation means may rearrange the transaction data according to the order after change by the change means, and generate the report data based on the rearranged transaction data.

[0009] In addition, the report data generation method of the present invention is a report data generation method executed by an information processing device having a control unit that can access transaction data that holds item values ​​for each item by item, and job-item linking data that links identification information of a report job that executes report output with items held in the transaction data, and is characterized in that it includes an acquisition step executed by the control unit to acquire items linked to a launched report job from the job-item linking data, and a generation step to generate report data of a predetermined layout based on the transaction data and for each item value of the items acquired in the acquisition step.

[0010] In addition, the report data generation program of the present invention is a report data generation program to be executed by an information processing device having a control unit that can access transaction data that holds item values ​​for each item by item, and job-item linking data that links identification information of a report job that executes report output with items held in the transaction data, and is characterized in that it includes an acquisition step for acquiring items linked to a launched report job from the job-item linking data to be executed by the control unit, and a generation step for generating report data of a predetermined layout based on the transaction data and for each item value of the items acquired in the acquisition step. [Effects of the Invention]

[0011] The present invention has the effect of enabling splitting of forms without hindering the improvement of business efficiency. [Brief explanation of the drawings]

[0012] [Figure 1] FIG. 1 is a diagram showing an example of the configuration of a form data generation device 100. As shown in FIG. [Figure 2] FIG. 2 is a diagram showing an example of the sales data 106a. [Figure 3] FIG. 3 is a diagram showing an example of the divided key master 106b. [Figure 4] FIG. 4 is a diagram showing an example of processing executed by the form data generation device 100. [Figure 5] FIG. 5 is a diagram showing an example of processing executed by the form data generation device 100. As shown in FIG. [Figure 6] FIG. 6 is a diagram showing an example of processing executed by the form data generation device 100. [Figure 7] FIG. 7 is a diagram showing an example of processing executed by the form data generation device 100. DETAILED DESCRIPTION OF THE INVENTION

[0013] Hereinafter, embodiments of a form data generation device, a form data generation method, and a form data generation program according to the present invention will be described in detail with reference to the accompanying drawings. Note that the present invention is not limited to these embodiments.

[0014] [1. Configuration] An example of the configuration of a form data generation device 100 according to this embodiment will be described with reference to Fig. 1 etc. Fig. 1 is a block diagram showing an example of the configuration of the form data generation device 100.

[0015] The form data generation device 100 is constructed based on a commercially available desktop personal computer. Note that the form data generation device 100 is not limited to being constructed based on a stationary information processing device such as a desktop personal computer, but may also be constructed based on a portable information processing device such as a commercially available notebook personal computer, PDA (Personal Digital Assistant), smartphone, or tablet personal computer.

[0016] The form data generation device 100 includes a control unit 102, a communication interface unit 104, a storage unit 106, and an input / output interface unit 108. The units included in the form data generation device 100 are connected to each other so as to be able to communicate with each other via any communication path.

[0017] The communication interface unit 104 communicably connects the form data generation device 100 to a 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 form data generation 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). Note that the data stored in the memory unit 106 may also be stored in the server 200, for example.

[0018] An input device 112 and an output device 114 (corresponding to the output unit of the present invention) are connected to the input / output interface unit 108. The output device 114 may be a monitor (including a home television), a speaker, or a printer. The input device 112 may be a keyboard, a mouse, a microphone, or a monitor that functions as a pointing device in cooperation with a mouse. In the following, the output device 114 may be referred to as the monitor 114, and the input device 112 may be referred to as the keyboard 112 or the mouse 112.

[0019] Various databases, tables, files, etc. are stored in the storage unit 106. Computer programs that work in conjunction with the OS (Operating System) to issue commands to the CPU (Central Processing Unit) to perform various processes are recorded in the storage unit 106. The storage unit 106 can be, for example, a memory device such as RAM (Random Access Memory) or ROM (Read Only Memory), a fixed disk device such as a hard disk, a flexible disk, an optical disk, etc.

[0020] The storage unit 106 includes sales data 106a (corresponding to transaction data of the present invention), a split key master 106b (corresponding to job-item linking data of the present invention), and a form data storage unit 106c, etc. The storage unit 106 may further store billing data and order data, which correspond to transaction data of the present invention.

[0021] Please refer to FIG. 2 for a specific example of the data structure of the sales data 106a and the information (item values) held in the sales data 106a.

[0022] Please refer to FIG. 2 for a specific example of the data structure of the divided key master 106b and the information (item values) set in the divided key master 106b.

[0023] The item value of the "Job" item is set to the identification information of the report job (a program for outputting reports), such as the name or ID assigned to the job (specifically, "Delivery Note" for a delivery note job, "Billing Detail" for an invoice detail job, etc.).

[0024] In addition, the item value of the "split key" item is set to the identification information of the item contained in the sales data 106a, such as the name or ID of the item (specifically, for a delivery note job, "customer code" or "customer name", and for an invoice detail job, "billing destination code", "billing destination name", "invoice date", etc.).

[0025] As the item value of the item "priority", a number indicating the priority (for example, "1", "2", "3", etc.) is set.

[0026] The combination of the item value of the "split key" item and the item value of the "priority" item defines the division unit (standard) when splitting a form. For example, in a delivery note job, if you want to output form data by customer code and customer name based on sales data 106a, you can set "customer code, 1" and "customer name, 2" as the combination of split key and priority for the delivery note job in the split key master 106b.

[0027] The form data storage unit 106c is for storing form data with a predetermined layout (for example, delivery note data or billing statement data with a predetermined layout) generated by the output control unit 102c (described later). Note that, since the generated form data is output to a directory path specified by the operator, the form data generation device 100 does not necessarily have to include the form data storage unit 106c.

[0028] 1, the control unit 102 is a CPU or the like that performs overall control of the form data generation 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 operations based on these stored programs.

[0029] The control unit 102 conceptually includes, in terms of function, an invoice output unit 102a, an invoice specification output unit 102b, and an output control unit 102c (including the acquisition means, change means, and generation means of the present invention). In this embodiment, an example is given in which the control unit 102 is provided with two output units, the invoice output unit 102a and the invoice specification output unit 102b, but the control unit 102 may further include an output unit corresponding to other types of forms (such as estimates). Furthermore, the control unit 102 may be provided with at least the output control unit 102c.

[0030] The delivery note output unit 102a is an information processing means that executes a delivery note job, and outputs a delivery note output screen (e.g., screen MA1 in Figure 4, screen MA1 in Figure 7, etc.) to the monitor 114 at the instruction of the operator, and when the operator instructs execution of output on the delivery note output screen, passes job identification information (e.g., identification information such as "delivery note") to the output control unit 102c.

[0031] The billing statement output unit 102a is an information processing means that executes a billing statement job, and when activated by an operator's instruction, outputs a billing statement output screen (not shown) to the monitor 114, and when the operator instructs execution of output on the billing statement output screen, passes job identification information (for example, identification information such as "billing statement") to the output control unit 102c.

[0032] The output control unit 102c acquires items linked to the activated form job from the split key master 106b. Specifically, the output control unit 102c acquires from the split key master 106b a combination of the item value of the "split key" item and the item value of the "priority" item linked to the job identification information passed from each output unit for the form, such as the delivery note output unit 102a or the billing statement output unit 102b.

[0033] The output control unit 102c generates form data (e.g., a file in a predetermined format such as PDF (Portable Document Format)) with a predetermined layout for each item value of the acquired item based on transaction data corresponding to the form job. For example, the output control unit 102c generates invoice data with a predetermined layout for each item value of the acquired item based on sales data 106a, which is transaction data corresponding to the invoice job, or generates invoice specification data with a predetermined layout for each item value of the acquired item based on billing data, which is transaction data corresponding to the invoice specification job. Note that, for example, if the control unit 102 further includes an estimate output unit that executes an estimate job, the output control unit 102c may generate estimate data with a predetermined layout for each item value of the acquired item based on order data, which is transaction data corresponding to the estimate job.

[0034] The output control unit 102c may change the order of the transaction data according to the report job so that the acquired items are prioritized. In this case, the output control unit 102c may rearrange the transaction data according to the rearranged order and generate report data based on the rearranged transaction data. This allows the data (files) to be generated in units that are desired to be grouped together when dividing.

[0035] A specific example of the processing executed by the output control unit 102c will be described in detail in the following section [2. Specific Example of Processing].

[0036] [2. Specific examples of processing] Here, a specific example of processing executed by the report data generation device 100 will be described with reference to Figures 4-7 etc. Note that, in this explanation, a specific example of processing related to file output of a delivery note will be described, but the present invention is not limited to this and can also be applied to processing related to file output of reports other than delivery notes (for example, billing details, estimates, etc.). Also, in this explanation, it is assumed that the sales data 106a is that shown in Figure 2 and the split key master 106b is that shown in Figure 3.

[0037] First, when the operator starts an invoice job, the invoice output unit 102a displays an invoice output screen MA1 on the monitor 114 (FIG. 4).

[0038] Next, when the operator instructs to execute output on the invoice output screen MA1, the invoice output unit 102a passes the identification information of the invoice job (specifically, the identification information "invoice") to the output control unit 102c (FIG. 4).

[0039] Next, the output control unit 102c acquires from the split key master 106b the combination of split key items and priorities associated with the received identification information, "delivery note" (FIG. 4). In this example, the combination acquired is "customer code, 1" and "customer name, 2."

[0040] Next, the output control unit 102c displays the print dialogue MB on the monitor 114 (FIG. 4).

[0041] Next, when the operator instructs PDF output in the print dialog MB, the output control unit 102c displays the output screen MC (in the initial state with a password already specified) on the monitor 114 if the division key items have not been acquired, and displays the output screen MD (in the initial state with a password already specified and file division) on the monitor 114 if the division key items have been acquired (FIG. 4). In this description, since the division key items are acquired, the output screen MD is displayed with all check boxes checked (FIG. 4). As such, in this embodiment, the display / non-display of the file division control (specifically, check boxes) can be switched depending on the acquisition status of the division key items. Specifically, in this embodiment, check box control is added so that output with file division can be performed during automatic output such as fax / email linkage, and default output without file division can be performed when file division is not required, such as manual printing on paper.

[0042] Next, when the operator sets the file splitting specification to the specified state on the output screen MD, sets a directory path including the output file name, and sets a password if necessary, and then instructs output execution, the output control unit 102c executes a sorting order change process for the pre-set item order in ascending order of the acquired priority "N" (specifically, if the order contains an item that is the same as the acquired split key item linked to priority "N", the item is moved to the Nth position in the order, and if the order does not contain an item that is the same as the acquired split key item linked to priority "N", the item is added to the order so that it is the Nth position from the beginning of the order) (Figure 5). For example, if the pre-set sort order is "Department code > Person in charge code > Customer code > Sales date > Sales number > Sales detail display line number," first, the split key item "Customer code" with priority "1" is included third from the top of the sort order, so the customer code is moved to the top of the sort order. Next, the split key item "Customer name" with priority "2" is not included in the sort order, so the customer name is added to the sort order so that it becomes second from the top of the order. As a result, the pre-set sort order is changed to "Customer code > Customer name > Department code > Person in charge code > Sales date > Sales number > Sales detail display line number" (Figure 5).

[0043] Next, the output control unit 102c rearranges the records of the sales data 106a according to the rearrangement order after the rearrangement process has been executed, and then aggregates the records of the sales data 106a by the division key item "customer code" with priority "1" and by the division key item "customer name" with priority "2" to generate a delivery note PDF file with a predetermined layout whose file name has been set in accordance with a predetermined file name setting rule (Figure 6). Specifically, the output control unit 102c sets the file name of the delivery note PDF file in the following order: the file name (e.g., "delivery note") included in the directory path set on the output screen MD, the value of the division key item "customer code" with priority "1", and the value of the division key item "customer name" with priority "2" (Figure 7). In this explanation, in accordance with the specified file name setting rules (Figure 7), a delivery note PDF file with the file name "Delivery Note_A1_A1 Store_20220430173010" containing two delivery notes MF1 and MF2 in a specified layout, and a delivery note PDF file with the file name "Delivery Note_B1_B1 Store_20220430173011" containing one delivery note MG in a specified layout are generated (Figure 6).

[0044] Next, the output control unit 102c stores the two generated PDF files of the form in a storage area specified by the directory path set on the output screen MD.

[0045] Note that if 1) the output screen MC is displayed and the operator sets a directory path including the output file name on the output screen MC, sets a password as necessary, and then commands output execution, or 2) the output screen MD is displayed and the operator sets the file division specification to unspecified on the output screen MD and then commands output execution, the output control unit 102c rearranges and aggregates the records of the sales data 106a according to the pre-set item order, thereby generating one delivery note PDF file containing three delivery notes ME1, ME2, and ME3 in a predetermined layout (Figure 6). In other words, in these cases, file division is not executed.

[0046] [3. Summary of this embodiment] When splitting forms (outputting files or saving files) under arbitrary conditions, such as sending documents by email or fax, it is necessary to define split keys for each form and add or change the control of the summary items and sort order for each program. As a result, each program needs to be modified when introducing or changing operations, which hinders business efficiency.

[0047] Therefore, in this embodiment, by focusing on the relationship between the key for splitting a form and the items used for the tally items and sorting order, the split key is mastered, and the split key, tally items, and sorting order at the time of form issuance are passed to the program from the split key master 106b for control. In other words, in this embodiment, the split key items can be master-controlled for each form job (program), and each form program controls the form splitting, tallying, and sorting order from the split key master 106b. Specifically, in this embodiment, the split key items are passed from the split key master 106b to the file output function when each form program is printed. If there is no split key item, printing or file output is performed in the form-defined sorting order without split processing. If there is a split key item, a file split checkbox is displayed. If it is not checked, printing or file output is performed in the form-defined sorting order without split processing, just as in the case where there is no split key item. If it is checked, the order is changed to that using the split key item and file splitting is controlled. More specifically, in this embodiment, a combination of split key items and priorities linked to the identification information of the launched delivery note job is obtained from the split key master 106b, the order of the items in the delivery note specifications is changed so that the acquired split key items are prioritized according to their priorities, the sales data records are sorted in the changed order, aggregated by the values ​​of the acquired split key items, and a delivery note PDF file containing a delivery note in a specified layout is output.

[0048] This eliminates the need for program development, reduces modification costs, and shortens the time required to respond to operational changes by eliminating the modification period.

[0049] [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.

[0050] 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.

[0051] Furthermore, this embodiment can contribute to strengthening control and governance, which can contribute to the achievement of Goal 16 of the SDGs.

[0052] 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.

[0053] 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.

[0054] 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.

[0055] Furthermore, with regard to the form data generation 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.

[0056] For example, all or any part of the processing functions of the form data generation device 100, particularly the processing functions performed by the control unit, 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 form data generation 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). The computer program is executed by being loaded into RAM and cooperates with the CPU to form the control unit.

[0057] In addition, this computer program may be stored in an application program server connected to the form data generation device 100 via any network, and all or part of it may be downloaded as needed.

[0058] 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.

[0059] Furthermore, a "program" is a data processing method written in any language or description method, regardless of the format, such as 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 the embodiments, as well as the installation procedure after reading, can use well-known configurations and procedures.

[0060] The various databases stored in the memory unit 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.

[0061] The form data generation 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. The form data generation device 100 may be realized by installing software (including programs, data, etc.) that causes the device to perform the processing described in this embodiment.

[0062] 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]

[0063] The present invention is useful in a variety of industries, such as retail or wholesale. [Explanation of symbols]

[0064] 100 Report data generation device 102 Control section 102a Delivery note output section 102b Invoice output section 102c Output control section 104 Communication interface unit 106 Storage section 106a Sales Data 106b Split Key Master 106c Report data storage unit 108 Input / Output Interface Section 112 Input Device 114 Output Device 200 servers 300 Network

Claims

1. A report data generation device including a control unit, Transaction data that holds the item values ​​for each item by item, job-item linking data in which identification information of a form job that executes form output is linked to items and priorities of the transaction data; is accessible to The control unit an acquisition means for acquiring items and priorities associated with the activated form job from the job / item association data; a change means for changing the order of the transaction data so that the items acquired by the acquisition means are prioritized; a generating means for rearranging the transaction data in accordance with the rearrangement order changed by the changing means, and for generating form data of a predetermined layout for each item value of the item acquired by the acquiring means based on the rearranged transaction data; Equipped with the change means executes a process of changing the order of the items to ascending order of the priorities acquired by the acquisition means, with respect to the order of the items that has been set in advance; the order change process is a process of, when an item identical to the item acquired by the acquisition means and associated with the priority number "N" is included in the order of the items, moving the item to the Nth position in the order, and, when the item is not included in the order of the items, adding the item to the order so that it becomes the Nth position from the top of the order; A report data generation device characterized by the above.

2. A form data generation method executed by an information processing device having a control unit that can access transaction data that holds item values ​​for each item by item, and job / item linking data that links identification information of a form job that executes form output with items and priorities of the transaction data, Executed by the control unit, an acquisition step of acquiring items and priorities associated with the started report job from the job / item association data; a change step of changing the order of the transaction data so that the items acquired in the acquisition step are prioritized; a generating step of sorting the transaction data according to the sorting order changed in the changing step, and generating form data of a predetermined layout for each item value of the item acquired in the acquiring step based on the sorted transaction data; Including, the changing step executes a process of changing the order of the items set in advance to an ascending order of the priorities acquired in the acquiring step; the order change process is a process of, when an item identical to the item acquired in the acquisition step and associated with the priority number "N" is included in the order of the items, moving the item to the Nth position in the order, and, when the item is not included in the order of the items, adding the item to the order so that it becomes the Nth position from the top of the order; A report data generation method characterized by the above.

3. A form data generation program to be executed by an information processing device having a control unit that can access transaction data that holds item values ​​for each item by item, and job / item linking data that links identification information of a form job that executes form output with items and priorities of the transaction data, To cause the control unit to execute an acquisition step of acquiring items and priorities associated with the started report job from the job / item association data; a change step of changing the order of the transaction data so that the items acquired in the acquisition step are prioritized; a generating step of sorting the transaction data according to the sorting order changed in the changing step, and generating form data of a predetermined layout for each item value of the item acquired in the acquiring step based on the sorted transaction data; Including, the changing step executes a process of changing the order of the items set in advance to an ascending order of the priorities acquired in the acquiring step; the order change process is a process of, when an item identical to the item acquired in the acquisition step and associated with the priority number "N" is included in the order of the items, moving the item to the Nth position in the order, and, when the item is not included in the order of the items, adding the item to the order so that it becomes the Nth position from the top of the order; A report data generation program characterized by the above.

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