Ordering plan formulation device, ordering plan formulation method, and ordering plan formulation program
The ordering plan formulation device addresses inconsistencies by setting standard values based on supplier and product characteristics, enabling accurate and optimized inventory management through advanced planning and reduced personal judgment.
Patent Information
- Application Number
- JP2022125707
- Authority / Receiving Office
- JP · JP
- Patent Type
- Patents
- Current Assignee / Owner
- Filing Date
- 2022-08-05
- Publication Date
- 2025-11-05
- Estimated Expiration
- 2042-08-05
AI Technical Summary
Existing ordering plan formulations do not consider the trading practices of suppliers or the characteristics of each product, leading to inconsistencies in accuracy and reliance on individual judgment.
An ordering plan formulation device and method that sets standard setting values for order planning quantities based on supplier and product characteristics, using a memory unit to link suppliers, products, and specific standard values, and a control unit to acquire and create order planning data considering past transaction data and reference values.
Enables accurate and advanced planning of order schedules up to 24 months, reduces personal judgment variations, and optimizes inventory management by setting reference values based on averages, maximums, and fixed values from actual transaction data, refining ordering plans for companies with diverse products and suppliers.
Smart Images

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Abstract
Description
[Technical Field]
[0001] The present invention relates to an ordering planning device, an ordering planning method, and an ordering planning program. [Background technology]
[0002] Patent document 1 discloses a configuration for generating an ordering plan, such as the type and quantity of products to be ordered, based on the number of opportunities to receive the product, the total payment amount, the quality of the product, the amount of inventory, the timing of ordering, and / or the average consumption amount of the product. [Prior art documents] [Patent documents]
[0003] [Patent Document 1] Re-table 2018 / 034034 Summary of the Invention [Problem to be solved by the invention]
[0004] However, the invention described in Patent Document 1 above has a problem in that it does not take into consideration the trading practices of suppliers or the characteristics of each product.
[0005] The present invention has been made in consideration of the above-mentioned problems, and aims to provide an ordering plan formulation device, an ordering plan formulation method, and an ordering plan formulation program that can formulate an ordering plan for a target period based on a standard setting value for the ordering plan quantity that is set in association with a supplier and / or product characteristics. [Means for solving the problem]
[0006] In order to solve the above-mentioned problems and achieve the object, an order planning device according to the present invention is an order planning device comprising a memory unit and a control unit, wherein the memory unit comprises a supplier master in which suppliers and standard setting values for order planning quantities are linked together, a product master in which products and the standard setting values are linked together, and a supplier product-specific standard value master in which suppliers, the products, and the standard setting values are linked together, and the control unit comprises an order planning acquisition means for acquiring order planning data in which the products to be ordered during a target period and / or the suppliers are set, and an order planning creation means for identifying the standard setting value for the order planning based on the supplier master, the product master, and / or the supplier product-specific standard value master, and the order planning data, and creating order planning data for the target period in which the order planning quantities, the suppliers, and the products corresponding to the standard setting value are set.
[0007] In addition, in the order planning device according to the present invention, when the order planning creation means determines that the product and the supplier set in the order planning data are registered in association with the supplier product-specific reference value master, it identifies the reference setting value for the order planning based on the supplier product-specific reference value master and the order planning data, and creates the order planning data for the target period in which the order planning number, supplier, and product corresponding to the reference setting value are set.
[0008] In addition, in the order planning device according to the present invention, when the order planning creation means determines that the product and the supplier set in the order planning data are not registered in association with the supplier product-specific standard value master, and determines that the standard setting value set in the product master linked to the product set in the order planning data is other than that in accordance with the setting in the supplier master, it identifies the standard setting value for the order planning based on the product master and the order planning data, and creates the order planning data for the target period in which the order planning number, supplier, and product corresponding to the standard setting value are set.
[0009] Furthermore, in the order planning device according to the present invention, when the order planning creation means determines that the product and the supplier set in the order planning data are not registered in association with the supplier product-specific standard value master, and determines that the standard setting value set in the product master linked to the product set in the order planning data conforms to the setting in the supplier master, it identifies the standard setting value for the order planning based on the supplier master and the order planning data, and creates the order planning data for the target period in which the order planning quantity, supplier, and product corresponding to the standard setting value are set.
[0010] Furthermore, in the order planning device according to the present invention, the order planning creation means identifies the standard setting value for the order schedule based on the supplier master, the product master and / or the supplier product-specific standard value master, and the order schedule data, and if the standard setting value indicates a fixed value, creates order planning data for the target period in which the order schedule number, the supplier, and the product are set as fixed values corresponding to the standard setting value.
[0011] In addition, in the order planning device according to the present invention, the memory unit further includes transaction memory means for storing the past order planning data set in association with the order planning number, the supplier, the order planning year / month, and the product for a predetermined past period, and the order planning creation means identifies the standard setting value for the order plan based on the supplier master, the product master and / or the supplier product-specific standard value master, and the order planning data, and if the standard setting value indicates an average value, creates order planning data for the target period in which the order planning number, the supplier, and the product are set, which is the average value of the order planning numbers for the predetermined past period set in the past order planning data.
[0012] In addition, in the order planning device according to the present invention, the memory unit further includes transaction memory means for storing the past order planning data set in association with the order planning number, the supplier, the order planning year / month, and the product for a predetermined past period, and the order planning creation means identifies the standard setting value for the order plan based on the supplier master, the product master and / or the supplier product-specific standard value master, and the order planning data, and if the standard setting value indicates a maximum value, creates order planning data for the target period in which the order planning number, the supplier, and the product are set, which is the maximum value of the order planning number for the predetermined past period set in the past order planning data.
[0013] In addition, in the order planning device according to the present invention, the memory unit further comprises transaction memory means for storing the number of orders received during a specified past period and past order data set in association with the product, and the order planning creation means identifies the standard setting value for the order schedule based on the supplier master, the product master and / or the supplier product-specific standard value master, and the order schedule data, and if the standard setting value indicates an average order, creates order planning data for the target period in which the order schedule number, the supplier, and the product are set, which is the average number of orders received during the specified past period set in the past order data.
[0014] Furthermore, in the order planning device according to the present invention, the memory unit further comprises a transaction memory means for storing unofficial order quantity and unofficial delivery date for delivery of the product for a specified future period from the present, and unofficial order data set in association with the product, and the order planning creation means specifies the standard setting value for the order schedule based on the supplier master, the product master and / or the supplier product-specific standard value master, and the order schedule data, and when the standard setting value indicates an unofficial average, creates order planning data for the target period in which the order schedule quantity, supplier, and product are set, which are the average value of the unofficial order quantity for the specified future period set in the unofficial order data.
[0015] In addition, in the order planning device according to the present invention, the memory unit further comprises transaction memory means for storing the past order planning data set in association with the current order planning number for last month, the supplier, the order planning year and month, and the product, and the order planning creation means identifies the standard setting value for the order plan based on the supplier master, the product master and / or the supplier product-specific standard value master, and the order planning data, and if the standard setting value indicates the same number as last month, creates order planning data for the target period in which the order planning number, supplier, and product are set, which are the order planning number for last month set in the past order planning data.
[0016] Furthermore, an ordering plan development method according to the present invention is a method for developing an ordering plan to be executed by an ordering plan development device having a memory unit and a control unit, wherein the memory unit comprises a supplier master in which suppliers and standard setting values for planned ordering quantities are linked together, a product master in which products and the standard setting values are linked together, and a supplier product-specific standard value master in which suppliers, the products, and the standard setting values are linked together, and the method is characterized by comprising: an ordering plan acquisition step executed by the control unit, of acquiring planned ordering data in which the products to be ordered during a target period and / or the suppliers are set; and an ordering plan creation step of identifying the standard setting value for the planned ordering based on the supplier master, the product master, and / or the supplier product-specific standard value master, and the planned ordering data, and creating ordering plan data for the target period in which the planned ordering quantities, the suppliers, and the products corresponding to the standard setting value are set.
[0017] Furthermore, an order planning program according to the present invention is an order planning program to be executed by an order planning device having a memory unit and a control unit, wherein the memory unit comprises a supplier master in which suppliers and standard setting values for order planning quantities are set in association with each other, a product master in which products and the standard setting values are set in association with each other, and a supplier product-specific standard value master in which suppliers, the products, and the standard setting values are set in association with each other, and the control unit executes an order plan acquisition step of acquiring order planning data in which the products and / or suppliers to be ordered during a target period are set, and an order plan creation step of identifying the standard setting value for the order planning based on the supplier master, the product master, and / or the supplier product-specific standard value master, and the order planning data, and creating order planning data for the target period in which the order planning quantities, the suppliers, and the products corresponding to the standard setting value are set. [Effects of the Invention]
[0018] The present invention has the advantage of enabling the formulation of accurate order plans in line with transaction conditions. It also has the advantage of enabling the output of order plans up to 24 months in advance based on a reference value. When formulating order plans for future months, the present invention provides a mechanism for setting reference values for each supplier, enabling the setting of multiple reference values according to transaction conditions. It also has the advantage of enabling the setting of an average value over a certain period based on the average or maximum value of past order plans, information on orders and unofficial orders, as a reference value. It also has the advantage of enabling the formulation of more accurate order plans by outputting the order plan quantity together with the actual remaining order quantity and remaining delivery quantity. It also has the advantage of enabling the formulation of more accurate order plans by improving the accuracy of order plans, leading to the maintenance of appropriate inventory and improved management results. It also has the advantage of eliminating variations in judgment among personnel, leading to the prevention of personalization. Furthermore, according to the present invention, it is possible to calculate ordering plan data for each supplier based on reference values such as averages, maximums, and fixed values from actual transaction data, leading to the refinement of ordering plans, which in turn enables appropriate inventory management. Furthermore, according to the present invention, it is possible to refine ordering plans and optimize inventory management for companies that handle a wide variety of products and perform continuous ordering operations with suppliers. Furthermore, according to the present invention, it is possible to generate ordering plan data for suppliers based on the reference value settings for products. [Brief explanation of the drawings]
[0019] [Figure 1] FIG. 1 is a data relationship diagram showing an example of a data configuration in this embodiment. [Figure 2] FIG. 2 is a block diagram showing an example of the configuration of the ordering plan development device according to this embodiment. [Figure 3] FIG. 3 is a diagram showing an example of the reference setting value master in this embodiment. [Figure 4] FIG. 4 is a diagram showing an example of the supplier master in this embodiment. [Figure 5] FIG. 5 is a diagram showing an example of the product master in this embodiment. [Figure 6] FIG. 6 is a diagram showing an example of the supplier product-specific reference value master in this embodiment. [Figure 7] FIG. 7 is a diagram showing an example of the customer master in this embodiment. [Figure 8] FIG. 8 is a diagram showing an example of transaction data in this embodiment. [Figure 9] FIG. 9 is a diagram showing an example of transaction data in this embodiment. [Figure 10] FIG. 10 is a flowchart showing an example of the processing of the ordering plan development device in this embodiment. [Figure 11] FIG. 11 is a diagram showing an example of the ordering plan formulation process in this embodiment. [Figure 12] FIG. 12 is a diagram showing an example of the ordering plan formulation process in this embodiment. [Figure 13] FIG. 13 is a diagram showing an example of the ordering plan formulation process in this embodiment. [Figure 14] FIG. 14 is a diagram showing an example of the ordering plan formulation process in this embodiment. [Figure 15] FIG. 15 is a diagram showing an example of the ordering plan formulation process in this embodiment. [Figure 16] FIG. 16 is a diagram showing an example of the ordering plan formulation process in this embodiment. [Figure 17] FIG. 17 is a diagram showing an example of the ordering plan formulation process in this embodiment. DETAILED DESCRIPTION OF THE INVENTION
[0020] 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.
[0021] [1. Overview] First, an overview of the present invention will be described with reference to Fig. 1. Fig. 1 is a data relationship diagram showing an example of a data configuration in this embodiment.
[0022] There has long been a demand for (1) flexible standard values to be set depending on the characteristics of the product, the ordering situation of the counterparty, and trading habits, rather than a uniform setting for all products and all trading partners, and (2) the formulation of ordering plans based on certain standard values.
[0023] However, in the past, the formulation of ordering plans relied on the judgment of each individual, and they could only match the same number as the previous year, which resulted in inconsistencies in accuracy.
[0024] Therefore, in this embodiment, a standard setting value is set as a fixed standard so that a numerical value based on past data can be calculated when determining the planned order quantity, and a system is provided for formulating an order plan when it is necessary to formulate a future order plan for each supplier.
[0025] For example, this embodiment provides a system that enables accurate planning of order schedules by setting standard setting values with category items for calculating planned order quantities for each supplier and product based on the data configuration shown in Figure 1. That is, in this embodiment, standard setting values can be set for each master data rather than uniformly across the board. If uniform setting is desired for each supplier, the supplier master data can be used. If detailed setting is desired for each product, the product master data can be utilized. Taking into consideration the purchase of the same product from multiple suppliers, a supplier-product-specific standard value master data can be prepared and set for each "supplier > product." This allows for the formulation of order schedules that take into account the customer's order status, their trading habits, and the characteristics of each product (e.g., seasonality). Note that in this embodiment, if "follow the supplier master data" is specified as the standard setting value, order schedules can be formulated solely using the product master data. Constraints that cannot be formulated using the supplier-product-specific standard value master data or the supplier master data can be added.
[0026] [2. Configuration] An example of the configuration of the ordering plan development device 100 according to this embodiment will be described with reference to Fig. 2 to Fig. 10. Fig. 2 is a block diagram showing an example of the configuration of the ordering plan development device 100 according to this embodiment.
[0027] 2, ordering plan development device 100 is a commercially available desktop personal computer. Note that ordering plan development device 100 is not limited to a stationary information processing device such as a desktop personal computer, and may be a portable information processing device such as a commercially available notebook personal computer, PDA (Personal Digital Assistant), smartphone, or tablet personal computer.
[0028] Order planning device 100 includes control unit 102, communication interface unit 104, storage unit 106, and input / output interface unit 108. The units included in order planning device 100 are connected to each other so as to be able to communicate with each other via any communication path.
[0029] The communication interface unit 104 communicatively connects the ordering plan development 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 ordering plan development device 100 and the server 200 communicatively with each other, and is, for example, the Internet or a LAN (Local Area Network).
[0030] 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.
[0031] The storage unit 106 stores various databases, tables, files, etc. The storage unit 106 stores computer programs that cooperate with the OS (Operating System) to issue commands to the CPU (Central Processing Unit) to perform various processes. The storage unit 106 may 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, or an optical disk. The storage unit 106 includes a standard setting value master 106a, a supplier master 106b, a product master 106c, a supplier product-specific standard value master 106d, a customer master 106e, and a transaction database 106f.
[0032] The reference setting value master 106a is a master in which reference setting values are set. Here, the reference setting value master 106a may be set in association with the classification of the reference setting value and the setting content.
[0033] An example of the reference setting value master 106a in this embodiment will now be described with reference to Fig. 3. Fig. 3 is a diagram showing an example of the reference setting value master 106a in this embodiment.
[0034] As shown in FIG. 3, the reference set value master 106a in this embodiment is set with the reference set value classification, the setting content, and a supplement indicating the reason and / or background for setting, all of which are linked together.
[0035] 2, the supplier master 106b is a master in which suppliers are set. Here, the supplier master 106b may be set in association with a standard set value of the planned order quantity.
[0036] An example of the supplier master 106b in this embodiment will now be described with reference to Fig. 4. Fig. 4 is a diagram showing an example of the supplier master 106b in this embodiment.
[0037] As shown in FIG. 4, in the supplier master 106b in this embodiment, supplier codes, supplier names, and categories of standard setting values are associated with each other and set.
[0038] 2, the product master 106c is a master in which products are set. Here, the product master 106c may be set in association with products and standard setting values.
[0039] An example of the product master 106c in this embodiment will now be described with reference to Fig. 5. Fig. 5 is a diagram showing an example of the product master 106c in this embodiment.
[0040] As shown in FIG. 5, in the product master 106c in this embodiment, product codes, main supplier codes, and categories of standard setting values are associated with each other and set.
[0041] 2, the supplier-product-specific standard value master 106d is a master in which standard setting values are set for each supplier and each product. Here, the supplier-product-specific standard value master 106d may be set in such a manner that the supplier, product, and standard setting value are linked to each other.
[0042] An example of the supplier product-specific reference value master 106d in this embodiment will now be described with reference to Fig. 6. Fig. 6 is a diagram showing an example of the supplier product-specific reference value master 106d in this embodiment.
[0043] As shown in FIG. 6, in the supplier product-specific reference value master 106d in this embodiment, supplier codes, product codes, and categories of reference setting values are associated and set.
[0044] Returning to FIG. 2, the customer master 106e is a master in which customers are set.
[0045] An example of the customer master 106e in this embodiment will now be described with reference to Fig. 7. Fig. 7 is a diagram showing an example of the customer master 106e in this embodiment.
[0046] As shown in FIG. 7, in the customer master 106e of this embodiment, customer codes and customer names are set in association with each other.
[0047] Returning to FIG. 2, the transaction database 106f stores transaction data for products. Here, the transaction data may include order data, order data, unofficial order data, and order plan data. The transaction database 106f may also store past order plan data that links order plan quantities, suppliers, order plan years and months, and products for a predetermined period in the past. The transaction database 106f may also store past order plan data that links order plan quantities, suppliers, order plan years and months, and products for a predetermined period in the past. The transaction database 106f may also store past order data that links order quantities for a predetermined period in the past and products. The transaction database 106f may also store unofficial order data that links unofficial order quantities, unofficial delivery dates, and products for product delivery for a predetermined future period from the present. The transaction database 106f may also store past order plan data that links unofficial order quantities, suppliers, order plan years and months, and products for product delivery for the current month.
[0048] An example of transaction data in this embodiment will now be described with reference to Figures 8 and 9. Figures 8 and 9 are diagrams showing an example of transaction data in this embodiment.
[0049] As shown in Fig. 8, the transaction database 106f in this embodiment stores order data that is set by linking customer codes, product codes, order delivery dates, and order quantities, order data that is set by linking supplier codes, product codes, order dates, and order quantities, and unofficial order data that is set by linking customer codes, product codes, unofficial order delivery dates, and unofficial order quantities.Furthermore, as shown in Fig. 9, the transaction database 106f in this embodiment stores order plan data that is set by linking supplier codes, product codes, order plan year / month, and order plan quantities.
[0050] Returning to Fig. 2, control unit 102 is a CPU or the like that performs overall control of ordering plan development device 100. 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. Functionally, control unit 102 conceptually includes an ordering schedule acquisition unit 102a and an ordering plan creation unit 102b.
[0051] The order schedule acquiring unit 102a acquires order schedule data for products. Here, the order schedule acquiring unit 102a may acquire order schedule data that sets products and / or suppliers that are scheduled to be ordered during a target period.
[0052] The ordering plan creation unit 102b creates ordering plan data for products. Here, the ordering plan creation unit 102b may identify a standard setting value for the ordering plan based on the supplier master 106b, the product master 106c, and / or the supplier-specific product reference value master 106d, and the ordering plan data, and create ordering plan data for a target period in which the ordering plan quantity, supplier, and product corresponding to the standard setting value are set. Furthermore, if the ordering plan creation unit 102b determines that the products and suppliers set in the ordering plan data are registered in association with the supplier-specific product reference value master 106d, the ordering plan creation unit 102b may identify a standard setting value for the ordering plan based on the supplier-specific product reference value master 106d and the ordering plan data, and create ordering plan data for a target period in which the ordering plan quantity, supplier, and product corresponding to the standard setting value are set. Furthermore, if the order planning creation unit 102b determines that the products and suppliers set in the planned order data are not registered in association with the supplier product-specific standard value master 106d, and determines that the standard setting value set in the product master 106c linked to the products set in the planned order data is other than that set in the supplier master 106b, it may identify the standard setting value for the planned order based on the product master 106c and the planned order data, and create order planning data for the target period in which the planned order quantity, supplier, and products corresponding to the standard setting value are set. Furthermore, if the order planning creation unit 102b determines that the products and suppliers set in the planned order data are not registered in association with the supplier product-specific standard value master 106d, and determines that the standard setting value set in the product master 106c linked to the products set in the planned order data conforms to the setting in the supplier master 106b, it may identify the standard setting value for the planned order based on the supplier master 106b and the planned order data, and create order planning data for the target period in which the planned order quantity, supplier, and products corresponding to the standard setting value are set.Furthermore, the ordering plan creation unit 102b may identify a standard setting value for the planned ordering based on the supplier master 106b, the product master 106c, and / or the supplier-product-specific reference value master 106d, and the order plan data, and if the standard setting value indicates a fixed value, create order plan data for a target period in which the planned ordering quantity, supplier, and product are set as fixed values corresponding to the standard setting value. Furthermore, the ordering plan creation unit 102b may identify a standard setting value for the planned ordering based on the supplier master 106b, the product master 106c, and / or the supplier-product-specific reference value master 106d, and the order plan data, and if the standard setting value indicates an average value, create order plan data for a target period in which the planned ordering quantity, supplier, and product are set as the average value of the planned ordering quantities for a specified past period set in past order plan data. Furthermore, the ordering plan creation unit 102b may identify a standard setting value for the planned ordering based on the supplier master 106b, the product master 106c, and / or the supplier-product-specific reference value master 106d, and the planned ordering data, and if the standard setting value indicates a maximum value, create ordering plan data for a target period that sets the planned ordering quantity, supplier, and product, which is the maximum value of the planned ordering quantity for a predetermined period in the past set in the past planned ordering data. Furthermore, the ordering plan creation unit 102b may identify a standard setting value for the planned ordering based on the supplier master 106b, the product master 106c, and / or the supplier-product-specific reference value master 106d, and the planned ordering data, and if the standard setting value indicates an average order quantity, create ordering plan data for a target period that sets the planned ordering quantity, supplier, and product, which is the average order quantity for a predetermined period in the past set in the past order data. Furthermore, the order planning unit 102b may identify a standard setting value for the order schedule based on the supplier master 106b, the product master 106c and / or the supplier product-specific standard value master 106d, and the order schedule data, and if the standard setting value indicates an unofficial average, may create order planning data for the target period for which the order schedule quantity, supplier, and product are set, which is the average value of the unofficial numbers for a specified future period set in the unofficial data.Furthermore, the ordering plan creation unit 102b may identify a standard setting value for the planned ordering based on the supplier master 106b, the product master 106c, and / or the supplier product-specific standard value master 106d, and the order plan data, and if the standard setting value indicates the same number as last month, create ordering plan data for a target period that sets the order plan number, supplier, and product, which is the order plan number for last month set in the past order plan data.The ordering plan creation unit 102b may also output the ordering plan data.The ordering plan creation unit 102b may also output the ordering plan data to a file.
[0053] [3. Specific Examples] A specific example of this embodiment will be described with reference to FIGS.
[0054] [Order planning process] An example of the ordering plan development process in this embodiment will now be described with reference to Figures 3 and 10. Figure 10 is a flowchart showing an example of the process of the ordering plan development device 100 in this embodiment.
[0055] As shown in FIG. 10, when a user sets a product and / or a supplier to be ordered during a target period via the input device 112, the order schedule acquisition unit 102a acquires order schedule data that sets the product and / or the supplier (step SA-1).
[0056] The ordering plan creation unit 102b then extracts the order data, order data, unofficial order data, and ordering plan data for the target period from the transaction database 106f (step SA-2). Note that in this embodiment, data may be aggregated for each data item by category, such as "the past 23 months," "the past 90 days based on desired delivery date," or "the three months following the current month."
[0057] Then, the ordering plan creating unit 102b determines whether the products and suppliers set in the order schedule data are linked and registered in the supplier product-specific reference value master 106d (step SA-3).
[0058] If the order planning unit 102b determines that the products and suppliers set in the order schedule data are linked and registered in the supplier product-specific standard value master 106d (step SA-3: registered), it identifies the standard setting value for the order schedule based on the supplier product-specific standard value master 106d and the order schedule data, and transitions to step SA-5.
[0059] On the other hand, if the order planning unit 102b determines that the products and suppliers set in the planned order data are not linked and registered in the supplier product-specific standard value master 106d (step SA-3: not registered), it transitions the processing to step SA-4.
[0060] Then, the order planning unit 102b determines whether the standard setting value set in the product master 106c linked to the product set in the order schedule data is other than "9: Follow the setting in the supplier master 106b" (step SA-4).
[0061] Then, if the order planning unit 102b determines that the standard setting value set in the product master 106c linked to the product set in the order schedule data is other than "9: Follow the setting in the supplier master 106b" (step SA-4: Other than follow the supplier setting), it identifies the standard setting value for the order schedule based on the product master 106c and the order schedule data, and transitions the processing to step SA-5.
[0062] On the other hand, if the order planning unit 102b determines that the standard setting value set in the product master 106c linked to the product set in the order schedule data is "9: Follow the setting in the supplier master 106b" (step SA-4: Follow the supplier setting), it identifies the standard setting value for the order schedule based on the supplier master 106b and the order schedule data, and transitions the processing to step SA-5.
[0063] Then, the ordering plan creating unit 102b determines whether the specified standard setting value is in any of the categories 0 to 5 (step SA-5).
[0064] If the order planning unit 102b determines that the category of the identified standard setting value is 0 (step SA-5: fixed), it creates order planning data for the target period for which the order planning quantity, supplier, and product are set, which are fixed values (=0) corresponding to the standard setting value, based on the standard setting value master 106a shown in Figure 3 (step SA-6), and transitions the processing to step SA-12.
[0065] Furthermore, if the order planning unit 102b determines that the category of the identified standard setting value is 1 (step SA-5: average value), it creates order planning data for the target period, based on the standard setting value master 106a shown in Figure 3, including the order planning quantity, supplier, and product, which is the average value of the order planning quantities for the past 23 months set in the past order planning data, and then proceeds to step SA-12.
[0066] Furthermore, if the order planning unit 102b determines that the category of the identified standard setting value is 2 (step SA-5: maximum value), it creates order planning data for the target period based on the standard setting value master 106a shown in Figure 3, which includes the order planning quantity, supplier, and product that is the maximum value of the order planning quantity for the past 23 months set in the past order planning data (step SA-8), and transitions the process to step SA-12.
[0067] Furthermore, if the order plan creation unit 102b determines that the category of the identified standard setting value is 3 (step SA-5: order average), it creates order plan data for the target period, based on the standard setting value master 106a shown in Figure 3, which includes the order plan quantity, which is the average order quantity for the past 90 days set in the past order data, the supplier, and the product (step SA-9), and then proceeds to step SA-12.
[0068] Furthermore, if the ordering plan creation unit 102b determines that the category of the identified standard setting value is 4 (step SA-5: unofficial average), it creates ordering plan data for the target period, which includes the order plan quantity, supplier, and product, which is the average value of the unofficial quantities for the three months from the current month set in the unofficial data, based on the standard setting value master 106a shown in Figure 3 (step SA-10), and transitions the processing to step SA-12.
[0069] Furthermore, if the order planning creation unit 102b determines that the category of the identified standard setting value is 5 (step SA-5: same number last month), it creates order planning data for the target period based on the standard setting value master 106a shown in Figure 3, which includes the order planning number, supplier, and product that was set in the past order planning data, and then proceeds to step SA-12.
[0070] Then, the ordering plan creation unit 102b outputs the ordering plan data to a file in Excel (registered trademark) or the like (step SA-12), and ends the process.
[0071] An example of the ordering plan development process in this embodiment will now be described with reference to Figures 11 to 17. Figures 11 to 17 are diagrams showing an example of the ordering plan development process in this embodiment.
[0072] As shown in Figure 11, in this embodiment, when calculating the planned order quantities for the target period "2022 / 04 to 2024 / 03" as of 2022 / 03 / 31, if "0:0 fixed" is specified as the standard setting value, the planned order quantities will all be created with the fixed value of 0.
[0073] Furthermore, as shown in Figure 12, in this embodiment, when calculating the planned order quantity for the target period "2022 / 04 to 2024 / 03" as of 2022 / 03 / 31, past order plan data having supplier code: A001 and product code: S002 as keys is extracted, and if "1: average value (average for the past 23 months)" is specified as the standard setting value, the average value of the planned order quantities for the past 23 months is calculated, and order plan data is created using the calculated average value.
[0074] Furthermore, as shown in Figure 13, in this embodiment, when calculating the planned order quantity for the target period "2022 / 04 to 2024 / 03" as of 2022 / 03 / 31, past order plan data having supplier code: A001 and product code: S003 as keys is extracted, and if "2: Maximum value (maximum value for the past 23 months)" is specified as the standard setting value, the maximum value of the planned order quantity for the past 23 months is extracted, and order plan data is created using the extracted maximum value.
[0075] Furthermore, as shown in Figure 14, in this embodiment, when the planned order quantity for the target period "2022 / 04 to 2024 / 03" is calculated as of 2022 / 03 / 31, order data having product code: S004 as a key is extracted, supplier code: A001 is identified from the main supplier code of product master 106c, and "3: Order average (monthly average for the past 90 days based on order delivery date)" is identified as the standard setting value. In this case, the order quantity for the past 90 days (approximately 3 months) starting from the current date (2022 / 03 / 31) is aggregated, the average order quantity is calculated, and the calculated average is used to create the order plan data.
[0076] Furthermore, as shown in Figure 15, in this embodiment, when the planned order quantity for the target period "2022 / 04 to 2024 / 03" is calculated as of 2022 / 03 / 31, unofficial order data having product code: S005 as a key is extracted, supplier code: A001 is identified from the main supplier code of product master 106c, and "4: unofficial order average (unofficial order for the three months from the current month ÷ 3)" is identified as the standard setting value. In this case, the unofficial order quantities for the three months from the current month are aggregated starting from the current date (2022 / 03 / 31), the average value of the unofficial order quantities is calculated, and the order plan data is created using the calculated average value.
[0077] Furthermore, as shown in Figure 16, in this embodiment, when calculating the planned order quantity for the target period "2022 / 04 to 2024 / 03" as of 2022 / 03 / 31, past planned order data having supplier code: A001 and product code: S006 as keys is extracted, and if "5: same number as last month" is specified as the standard setting value, the planned order quantity for last month (2022 / 02) is extracted starting from the current date (2022 / 03 / 31), and the extracted planned order quantity is used to create the planned order data.
[0078] Furthermore, as shown in FIG. 17, in this embodiment, when calculating the planned order quantity for the target period "2022 / 04 to 2024 / 03" as of 2022 / 03 / 31, the product master is referenced using supplier code: A002 and product code: S007 as keys, and "9: Follow supplier master settings" is identified as the standard setting value. The standard setting value of supplier master 106b is referenced, and "1: Average value (average for the past 23 months)" is identified as the standard setting value. In this case, the average value of the planned order quantities for the past 23 months is calculated, and the calculated average value is used to create the order planning data.
[0079] [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.
[0080] 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.
[0081] Furthermore, this embodiment can contribute to strengthening control and governance, which can contribute to the achievement of Goal 16 of the SDGs.
[0082] 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.
[0083] 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.
[0084] 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.
[0085] Furthermore, with regard to ordering plan development system 100, the components shown in the figures are functional concepts, and do not necessarily have to be physically configured as shown in the figures.
[0086] For example, all or any part of the processing functions of ordering plan development device 100, particularly the processing functions performed by 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 an information processing device to execute the processes described in this embodiment, and is mechanically read by ordering plan development device 100 as needed. That is, a computer program for issuing 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.
[0087] This computer program may be stored in an application program server connected to the ordering plan development device 100 via any network, and all or part of it may be downloaded as needed.
[0088] 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.
[0089] 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.
[0090] 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.
[0091] Ordering plan development 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. Ordering plan development device 100 may also be realized by installing software (including programs, data, etc.) that causes the device to perform the processing described in this embodiment.
[0092] 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]
[0093] The present invention is useful in the manufacturing industry, which continuously carries out ordering transactions with specific business partners that handle a wide variety of products, or in the service industry, including machinery trading companies that do not have manufacturing operations. [Explanation of symbols]
[0094] 100 Order planning device 102 Control section 102a Order Schedule Acquisition Department 102b Order Planning Department 104 Communication interface unit 106 Storage section 106a Reference setting value master 106b Supplier Master 106c Product Master 106d Supplier product standard value master 106e Customer Master 106f Transaction Database 108 Input / Output Interface Section 112 Input Device 114 Output Device 200 servers 300 Network
Claims
1. An ordering plan development device including a storage unit and a control unit, The storage unit Supplier master data that links the supplier and the standard setting value of the order plan quantity, A product master that is set by linking the product and the standard setting value; a supplier product-specific standard value master in which the supplier, the product, and the standard setting value are linked and set; Equipped with The control unit an order schedule acquisition means for acquiring order schedule data that sets the products and / or suppliers that are scheduled to be ordered during a target period; an order planning creating means for determining whether the product and the supplier set in the order schedule data are registered in association with the supplier product-specific standard value master, and if it is determined that the product and the supplier are registered, specifying the standard setting value associated with the product and the supplier in the supplier product-specific standard value master, and if it is determined that the product and the supplier are not registered, determining whether the standard setting value set in the product master associated with the product is other than that in accordance with the setting in the supplier master, and if it is determined that it is other than that in accordance with the setting in the supplier master, specifying the standard setting value associated with the product in the product master, and if it is determined that it is in accordance with the setting in the supplier master, specifying the standard setting value associated with the supplier in the supplier master, and creating order planning data for the target period in which the order plan quantity, the supplier, and the product corresponding to the standard setting value are set; An ordering plan formulation device comprising:
2. The ordering plan creation means 2. The ordering plan development device according to claim 1, wherein the device determines whether the product and the supplier set in the planned order data are registered in association with the supplier product-specific standard value master, and if it is determined that the product and the supplier are registered, identifies the standard setting value linked to the product and the supplier in the supplier product-specific standard value master, and if it is determined that the product and the supplier are not registered, determines whether the standard setting value set in the product master linked to the product is other than that in accordance with the setting in the supplier master, and if it is determined that the standard setting value is other than that in accordance with the setting in the supplier master, identifies the standard setting value linked to the product in the product master, and if it is determined that the standard setting value is in accordance with the setting in the supplier master, identifies the standard setting value linked to the supplier in the supplier master, and if the standard setting value indicates a fixed value, creates ordering plan data for the target period in which the order plan quantity, the supplier, and the product are set, which are fixed values corresponding to the standard setting value.
3. The storage unit a transaction storage means for storing the past order plan data set by linking the order plan number, the supplier, the order plan year and month, and the product for a past predetermined period; Further provided with The ordering plan creation means 2. The ordering plan development device according to claim 1, wherein the device determines whether the product and the supplier set in the planned ordering data are registered in association with the supplier product-specific standard value master, and if it is determined that the product and the supplier are registered, identifies the standard setting value linked to the product and the supplier in the supplier product-specific standard value master, and if it is determined that the product and the supplier are not registered, determines whether the standard setting value set in the product master linked to the product is other than that in accordance with the setting in the supplier master, and if it is determined that the standard setting value is other than that in accordance with the setting in the supplier master, identifies the standard setting value linked to the product in the product master, and if it is determined that the standard setting value is in accordance with the setting in the supplier master, identifies the standard setting value linked to the supplier in the supplier master, and if it is determined that the standard setting value indicates an average value, creates ordering plan data for the target period in which the supplier, the supplier, and the product are set, the order plan number being an average value of the order plan numbers for the past predetermined period set in the past order plan data.
4. The storage unit a transaction storage means for storing the past order plan data set by linking the order plan number, the supplier, the order plan year and month, and the product for a past predetermined period; Further provided with The ordering plan creation means 2. The ordering plan development device according to claim 1, wherein the device determines whether the product and the supplier set in the planned ordering data are registered in association with the supplier product-specific standard value master, and if it is determined that the product and the supplier are registered, identifies the standard setting value linked to the product and the supplier in the supplier product-specific standard value master, and if it is determined that the product and the supplier are not registered, determines whether the standard setting value set in the product master linked to the product is other than that in accordance with the setting in the supplier master, and if it is determined that the standard setting value is other than that in accordance with the setting in the supplier master, identifies the standard setting value linked to the product in the product master, and if it is determined that the standard setting value is in accordance with the setting in the supplier master, identifies the standard setting value linked to the supplier in the supplier master, and if it is determined that the standard setting value is a maximum value, creates ordering plan data for the target period in which the supplier, the supplier, and the product are set, the standard setting value being the maximum value of the order plan number for the past predetermined period set in the past order plan data.
5. The storage unit transaction storage means for storing the number of orders received in a past predetermined period and past order data linked to the products; Further provided with The ordering plan creation means 2. The ordering plan development device according to claim 1, wherein the ordering plan development device determines whether the product and the supplier set in the planned order data are registered in association with the supplier product-specific standard value master, and if it is determined that the product and the supplier are registered, identifies the standard setting value linked to the product and the supplier in the supplier product-specific standard value master, and if it is determined that the product and the supplier are not registered, determines whether the standard setting value set in the product master linked to the product is other than that in accordance with the setting in the supplier master, and if it is determined that the standard setting value is other than that in accordance with the setting in the supplier master, identifies the standard setting value linked to the product in the product master, and if it is determined that the standard setting value is in accordance with the setting in the supplier master, identifies the standard setting value linked to the supplier in the supplier master, and if it is determined that the standard setting value indicates an order average, creates ordering plan data for the target period in which the order plan number, the supplier, and the product are set, which is an average of the order quantities for the past specified period set in the past order data.
6. The storage unit a transaction storage means for storing the unofficial number of deliveries of the product for a predetermined future period from the present, an unofficial delivery date, and unofficial data set in association with the product; Further provided with The ordering plan creation means 2. The ordering plan development device according to claim 1, wherein the ordering plan development device determines whether the product and the supplier set in the planned order data are registered in association with the supplier product-specific standard value master, and if it is determined that the product and the supplier are registered, identifies the standard setting value linked to the product and the supplier in the supplier product-specific standard value master, and if it is determined that the product and the supplier are not registered, determines whether the standard setting value set in the product master linked to the product is other than that in accordance with the setting in the supplier master, and if it is determined that the standard setting value is other than that in accordance with the setting in the supplier master, identifies the standard setting value linked to the product in the product master, and if it is determined that the standard setting value is in accordance with the setting in the supplier master, identifies the standard setting value linked to the supplier in the supplier master, and if it is determined that the standard setting value indicates an unofficial average, creates ordering plan data for the target period in which the supplier, the product, and the order plan number are set, which is an average of the unofficial numbers for the specified future period set in the unofficial data.
7. The storage unit a transaction storage means for storing the past order plan data set by linking the current order plan quantity for the previous month, the supplier, the order plan year and month, and the product; Further provided with The ordering plan creation means 2. The ordering plan development device according to claim 1, wherein the device determines whether the product and the supplier set in the planned ordering data are registered in association with the supplier product-specific standard value master, and if it is determined that the product and the supplier are registered, identifies the standard setting value linked to the product and the supplier in the supplier product-specific standard value master, and if it is determined that the product and the supplier are not registered, determines whether the standard setting value set in the product master linked to the product is other than that in accordance with the setting in the supplier master, and if it is determined that the standard setting value is other than that in accordance with the setting in the supplier master, identifies the standard setting value linked to the product in the product master, and if it is determined that the standard setting value is in accordance with the setting in the supplier master, identifies the standard setting value linked to the supplier in the supplier master, and if the standard setting value indicates the same number as last month, creates ordering plan data for the target period in which the order plan number, the supplier, and the product are set, which is the order plan number for last month set in the past order plan data.
8. An ordering plan development method to be executed by an ordering plan development device having a storage unit and a control unit, The storage unit Supplier master data that links the supplier and the standard setting value of the order plan quantity, A product master that is set by linking the product and the standard setting value; a supplier product-specific standard value master in which the supplier, the product, and the standard setting value are linked and set; Equipped with The control unit executes an order schedule acquisition step of acquiring order schedule data that sets the products and / or the suppliers that are scheduled to be ordered during a target period; an order plan creation step of determining whether the product and the supplier set in the order schedule data are registered in association with the supplier product-specific standard value master, and if it is determined that the product and the supplier are registered, identifying the standard setting value associated with the product and the supplier in the supplier product-specific standard value master, and if it is determined that the product and the supplier are not registered, determining whether the standard setting value set in the product master associated with the product is other than that in accordance with the setting in the supplier master, and if it is determined that it is other than that in accordance with the setting in the supplier master, identifying the standard setting value associated with the product in the product master, and if it is determined that it is in accordance with the setting in the supplier master, identifying the standard setting value associated with the supplier in the supplier master, and creating order plan data for the target period in which the order plan quantity, the supplier, and the product corresponding to the standard setting value are set; An ordering plan formulation method comprising:
9. An ordering plan development program to be executed by an ordering plan development device having a storage unit and a control unit, The storage unit Supplier master data that links the supplier and the standard setting value of the order plan quantity, A product master that is set by linking the product and the standard setting value; a supplier product-specific standard value master in which the supplier, the product, and the standard setting value are linked and set; Equipped with In the control unit, an order schedule acquisition step of acquiring order schedule data that sets the products and / or the suppliers that are scheduled to be ordered during a target period; an order plan creation step of determining whether the product and the supplier set in the order schedule data are registered in association with the supplier product-specific standard value master, and if it is determined that the product and the supplier are registered, identifying the standard setting value associated with the product and the supplier in the supplier product-specific standard value master, and if it is determined that the product and the supplier are not registered, determining whether the standard setting value set in the product master associated with the product is other than that in accordance with the setting in the supplier master, and if it is determined that it is other than that in accordance with the setting in the supplier master, identifying the standard setting value associated with the product in the product master, and if it is determined that it is in accordance with the setting in the supplier master, identifying the standard setting value associated with the supplier in the supplier master, and creating order plan data for the target period in which the order plan quantity, the supplier, and the product corresponding to the standard setting value are set; An ordering planning program for executing the above.
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