Business support device, business support method, and business support program

Abstract

To provide an operation support device which can realize increase of the efficiency of data registration and data management and can reduce the work load accordingly.SOLUTION: In the embodiment, (1) a file including quotation information of an item prepared in a predetermine format is acquired, (2) a file format, a delimiter, a drawing start row number and column number regarding the acquired file connected to the predetermined format and the relation between an item of a data update destination and the row number in a quotation input screen and in quotation specification data connected to the predetermined format are acquired with reference to an acquisition format master, a drawing layout specification master, and a mapping master, (3) quotation information is drawn from the acquired file in accordance with the acquired information, and (4) the drawn quotation information is mapped in the item in the data update destination in the quotation input screen.SELECTED DRAWING: Figure 15

Description

[Technical Field]

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

[0002] Patent Document 1 discloses an order content confirmation system that contributes to the creation of production manpower plans and purchasing plans for parts and the like. [Prior art documents] [Patent documents]

[0003] [Patent Document 1] Japanese Patent Application Publication No. 2018-205925 Summary of the Invention [Problem to be solved by the invention]

[0004] In the construction industry (for example, the electrical materials industry), estimates are often issued on a site-by-site basis. Until now, estimate management and post-contract management were handled in separate systems, resulting in duplicate data registration. Furthermore, data was also registered on the manufacturer's procurement site, resulting in triple data registration. This increased the workload and led to errors. Furthermore, income and expenditure management was managed on a voucher and itemized basis, making it difficult to check income and expenditure status as it could not be managed on a project or facility basis.

[0005] The present invention has been made in consideration of the above, and aims to provide a business support device, a business support method, and a business support program that can realize efficient data registration and data management, thereby reducing the workload. [Means for solving the problem]

[0006] In order to solve the above-mentioned problems and achieve the object, the business support device of the present invention is characterized by comprising: a file acquisition unit that acquires a file created in a predetermined format by referring to a predetermined memory area in which a file containing quotation information for an item is stored; a setting information acquisition unit that acquires setting information linked to the predetermined format by referring to a setting information memory area that manages setting information for importing quotation information from a file and mapping the quotation information to a predetermined display area within a predetermined screen, and a display execution unit that imports quotation information from the file acquired by the file acquisition unit in accordance with the setting information acquired by the setting information acquisition unit, and maps the imported quotation information to the predetermined display area.

[0007] In addition, in the business support device of the present invention, the setting information storage area may be composed of a master that manages the file format, delimiter, and start row of import by format, a master that manages the file column settings by format, and a master that manages the relationship between the file columns that are the source of information import and the items in the table that manages estimates that are the destination of information mapping by format.

[0008] In the business support device according to the present invention, the files stored in the predetermined storage area may be files downloaded from a manufacturer's website.

[0009] In addition, the business support device according to the present invention may further include a calculation unit that refers to a table that manages the estimates, costs, and gross profits of items that need to be procured in a project, linked to a specified category that serves as a unit for bundling items and the project, a table that manages orders for items and gross profits, linked to estimates and projects, a table that manages orders for items, linked to orders and projects, a table that manages the procurement of items, linked to orders and projects, and a table that manages sales and gross profits for items, linked to orders and projects, and calculates the income and expenditure situation by project, by specified category, or by item, and displays the calculation results on a screen.

[0010] Furthermore, the business support method according to the present invention is characterized in that it includes a file acquisition step in which a file acquisition unit acquires a file created in a predetermined format by referring to a predetermined memory area in which a file containing quotation information for an item is stored; a setting information acquisition step in which a setting information acquisition unit acquires setting information associated with the predetermined format by referring to a setting information memory area that manages setting information for each file format, for importing quotation information from a file and mapping the quotation information to a predetermined display area within a predetermined screen; and a display execution step in which a display execution unit imports quotation information from the file acquired in the file acquisition step in accordance with the setting information acquired in the setting information acquisition step, and maps the imported quotation information to the predetermined display area.

[0011] In addition, the business support program of the present invention causes an information processing device to function as a file acquisition means that refers to a predetermined memory area in which files containing quotation information for items are stored and acquires files created in a predetermined format, a setting information acquisition means that refers to a setting information memory area that manages setting information for each file format to acquire setting information linked to the predetermined format for importing quotation information from files and mapping the quotation information to a predetermined display area within a predetermined screen, and a display execution means that imports quotation information from files acquired by the file acquisition means in accordance with the setting information acquired by the setting information acquisition means and maps the imported quotation information to the predetermined display area. [Effects of the Invention]

[0012] The present invention has the effect of realizing efficient data registration and data management, thereby reducing the workload. [Brief explanation of the drawings]

[0013] [Figure 1] FIG. 1 is a diagram showing an example of the configuration of a business support device according to this embodiment. [Figure 2] FIG. 2 is a diagram showing an example of property estimate data according to this embodiment. [Figure 3] FIG. 3 is a diagram showing an example of quotation header data according to this embodiment. [Figure 4] FIG. 4 is a diagram showing an example of quotation specification data according to the present embodiment. [Figure 5] FIG. 5 is a diagram showing an example of an acquisition format master according to this embodiment. [Figure 6] FIG. 6 is a diagram showing an example of an import layout detail master according to this embodiment. [Figure 7] FIG. 7 is a diagram illustrating an example of a mapping master according to this embodiment. [Figure 8] FIG. 8 is a diagram showing an example of order data according to this embodiment. [Figure 9] FIG. 9 is a diagram showing an example of order data according to this embodiment. [Figure 10] FIG. 10 is a diagram showing an example of purchase data according to this embodiment. [Figure 11] FIG. 11 is a diagram showing an example of sales data according to this embodiment. [Figure 12] FIG. 12 is a diagram showing an example of an estimate input screen for the estimate input process according to this embodiment. [Figure 13] FIG. 13 is a diagram showing an example of property estimate data and estimate header data generated in the estimate input process according to this embodiment. [Figure 14] FIG. 14 is a diagram showing an example of an estimate details import screen in the estimate details import process according to this embodiment. [Figure 15] FIG. 15 is a diagram showing an example of the acquisition format master, the import layout detail master, and the mapping master in the estimate detail import process according to this embodiment. [Figure 16] FIG. 16 is a diagram showing an example of a mapping setting image and generated estimate detail data in the estimate detail import process according to this embodiment. [Figure 17] FIG. 17 is a diagram showing an example of the estimate input screen after the estimate details import process according to this embodiment. [Figure 18] FIG. 18 is a diagram showing an example of the order data and order data generated in the order input process according to this embodiment. [Figure 19] FIG. 19 is a diagram showing an example of purchase data generated in the purchase input process and journal data in the journal data generation process according to this embodiment. [Figure 20] FIG. 20 is a diagram showing an example of sales data generated in the sales input process and journal data generated in the journal data generation process according to this embodiment. [Figure 21] FIG. 21 is a diagram showing an example of a case status inquiry screen for the case status inquiry process according to this embodiment. [Figure 22]FIG. 22 is a diagram showing an example of a display result displayed on the case status inquiry screen when the case unit is selected in the case status inquiry process according to this embodiment. [Figure 23] FIG. 23 is a diagram showing an example of a display result displayed on the case status inquiry screen when a facility unit is selected in the case status inquiry process according to this embodiment. [Figure 24] FIG. 24 is a diagram showing an example of a display result displayed on the case status inquiry screen when detail unit is selected in the case status inquiry process according to this embodiment. DETAILED DESCRIPTION OF THE INVENTION

[0014] DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS Preferred embodiments of a business support device, a business support method, and a business support program according to the present invention will be described in detail below with reference to the accompanying drawings. However, the present invention is not limited to the preferred embodiments.

[0015] [1. Configuration] An example of the configuration of a task assistance 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 task assistance device 100.

[0016] The business support device 100 is constructed based on a commercially available desktop personal computer. Note that the business support 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, a PDA (Personal Digital Assistant), a smartphone, or a tablet personal computer.

[0017] The business assistance 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 business assistance device 100 are connected to each other so as to be able to communicate with each other via any communication path.

[0018] The communication interface unit 104 communicably connects the business assistance 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 business assistance 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 be stored in the server 200, for example.

[0019] 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 home television), 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, and the input device 112 may be referred to as the keyboard 112 or the mouse 112.

[0020] 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.

[0021] The memory unit 106 stores property estimate data 106a (included in the first table of the present invention), estimate header data 106b (included in the first table of the present invention), estimate detail data 106c (included in the first table of the present invention), acquisition format master 106d (corresponding to the first master of the present invention), acquisition layout detail master 106e (corresponding to the second master of the present invention), mapping master 106f (corresponding to the third master of the present invention), order data 106g (corresponding to the second table of the present invention), purchase data 106i (corresponding to the fourth table of the present invention), and sales data 106j (corresponding to the fifth table of the present invention), etc.

[0022] FIG. 2 shows an example of information stored in the property estimate data 106a. The property estimate data 106a is used to manage basic information about a project, such as the project manager and project name. As shown in FIG. 2, the property estimate data 106a stores property estimate identification information (e.g., property estimate number, etc.), estimate date, customer identification information (e.g., customer code or customer name, etc.), person in charge identification information (e.g., person in charge code or person in charge name, etc.), project identification information (e.g., project name or project number, etc.). Note that "property" and "project" both refer to the entire construction project.

[0023] An example of information stored in the estimate header data 106b is shown in Figure 3. The estimate header data 106b is used to manage information such as equipment linked to property estimates. As shown in Figure 3, the estimate header data 106b stores property estimate identification information, equipment estimate identification information (e.g., equipment estimate number, etc.), equipment row number, equipment identification information (e.g., equipment name, etc.), manufacturer identification information (e.g., manufacturer name, etc.), construction classification that manages whether or not construction has been performed, construction equipment row identification information (e.g., construction equipment row number, etc.) for linking with equipment that has been performed, and construction identification information (e.g., construction number, etc.), etc.

[0024] An example of information stored in the estimate detail data 106c is shown in Figure 4. The estimate detail data 106c is used to manage information such as products linked to property estimates and equipment estimates. As shown in Figure 4, the estimate detail data 106c stores property identification information, equipment estimate identification information, equipment line number, detail line number, product identification information (e.g., product code or product name), estimate category, manufacturer, summary, unit, list price, estimated unit price, supplier identification information (e.g., supplier code), quantity, estimated unit price, estimated amount, cost unit price, cost amount, gross profit amount, etc.

[0025] An example of information stored in the acquisition format master 106d is shown in Figure 5. The acquisition format master 106d is used to manage the file format of the order details entered at each manufacturer's site. As shown in Figure 5, the acquisition format master 106d stores format identification information (e.g., format number or format name), file format, delimiter, import start line, etc.

[0026] An example of information stored in the acquired layout detail master 106e is shown in Fig. 6. The acquired layout detail master 106e is used to manage columns, etc. in the order details from which data is acquired. As shown in Fig. 6, the acquired layout detail master 106e stores format identification information, column identification information (for example, column number or column name of the order details from which data is acquired), etc.

[0027] 7 shows an example of information stored in the mapping master 106f. The mapping master 106f is used to manage settings for mapping order detail information and the like to the estimate input screen or the estimate detail data 106c. As shown in FIG. 7, the mapping master 106f stores format identification information, update destination identification information (e.g., items on the estimate input screen or the estimate detail data 106c), acquisition source identification information (e.g., column identification information), fixed values ​​to be stored in the update destination, and supplementary items (e.g., "product master.unit code" or "quantity x cost") The mapping master 106f allows three patterns for setting values ​​to the update destination on the estimate input screen or the estimate detail data 106c. Specifically, (1) if a value is stored in the import column No., the value of the arrangement detail is identified by referring to the acquired layout detail master 106e based on the import column No., and the identified value is set as the update destination; (2) if a fixed value is stored, the fixed value is set as the update destination; and (3) if information is stored in the supplementary item, a value is obtained or calculated according to that information, and the value is set as the update destination.

[0028] An example of information stored in the order data 106g is shown in Fig. 8. The order data 106g is used to manage orders. As shown in Fig. 8, the order data 106g stores order identification information (e.g., order number, etc.), equipment estimate identification information, order date, customer identification information, project identification information (e.g., project number, etc.), construction identification information (e.g., construction number, etc.), product identification information, quantity, unit price, order amount, unit cost, cost amount, gross profit amount, etc.

[0029] An example of information stored in the order data 106h is shown in Figure 9. The order data 106h is used to manage orders. As shown in Figure 9, the order data 106h stores order identification information (e.g., order number, etc.), order identification information, order date, supplier identification information, project identification information, construction identification information, product identification information, quantity, unit price, order amount, etc.

[0030] An example of information stored in the purchase data 106i is shown in Figure 10. The purchase data 106i is used to manage purchases. As shown in Figure 10, the purchase data 106i stores purchase identification information (e.g., purchase number, etc.), order identification information, purchase date, supplier identification information, project identification information, construction identification information, product identification information, quantity, unit price, purchase amount, etc.

[0031] An example of information stored in the sales data 106j is shown in Fig. 11. The sales data 106j is used to manage sales. As shown in Fig. 11, the sales data 106j stores sales identification information (e.g., sales number, etc.), order identification information, sales date, customer identification information, project identification information, construction identification information, product identification information, quantity, unit price, sales amount, cost unit price, cost amount, gross profit amount, etc.

[0032] 1, the control unit 102 is a CPU or the like that performs overall control of the business support 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.

[0033] In terms of functional concept, the control unit 102 comprises an estimate input unit 102a, an estimate detail import unit 102b (including the file acquisition unit, setting information acquisition unit, and display execution unit of the present invention), an order input unit 102c, a purchase input unit 102d, a journal data creation processing unit 102e, a sales input unit 102f, and a case status inquiry unit 102g (including the aggregation unit of the present invention).

[0034] The estimate input unit 102a mainly performs the following processes (11) to (14) (see FIGS. 12 and 13). (11) The estimate input screen MA is displayed on the monitor 114 (see FIG. 12). (12) A project number is assigned, and the assigned project number and the basic information of the estimate (quote date, customer, person in charge, project name, etc.) set in area MA1 of the estimate input screen MA are stored in the property estimate data 106a (see Figure 13). It is also possible to link it to a project number assigned in the past. (13) If construction is set to be performed in area MA2 of the estimate input screen MA, a construction number is assigned, and the assigned construction number and information related to the equipment set in area MA2 of the estimate input screen MA (equipment name, manufacturer, whether construction is performed, construction equipment row number, etc.) are stored in the estimate header data 106b (see Figure 13). Note that, for equipment for sale that requires construction, the construction and equipment are linked by the "construction equipment row number," and the same construction number is set. (14) When the import button MA35 is pressed, the estimate details import unit 102b is activated (see FIG. 12). Note that information may be manually entered into the area MA3.

[0035] The estimate details import unit 102b performs the following processes (21) to (24) (see FIGS. 14 to 17). (21) The estimate details import screen MB is displayed on the monitor 114 (see FIG. 14). (22) When the manufacturer's acceptance format (order quotation format) is selected in area MB1, the file format is selected in area MB2, and the delimiter is selected in area MB3, and the path of the order details (not shown) is specified in area MB4, and the import button MB5 is pressed, the specified path is accessed to obtain the file, and the setting information associated with the selected format is obtained by referring to the acquisition format master 106d, acquisition layout detail master 106e, and mapping master 106f (see Figures 14 and 15). (23) In accordance with the acquired setting information, the data stored in the acquired file is mapped and displayed in area MA3 of the estimate input screen MA, or stored in the estimate detail data 106c together with the property estimate number and equipment estimate number, etc., of the estimate header data 106b (see Figures 16 and 17). An example of data mapping from the order detail file to the estimate detail data 106c is shown in Figure 16. In addition, the cost amount is subtracted from the estimated amount set in area MA3 or the estimate detail data 106c to calculate the gross profit amount, and this is displayed or stored in the item "gross profit amount" in area MA3 or the column name "gross profit amount" of the estimate detail data 106c. (24) Based on the property estimate data 106a, the estimate header data 106b, and the estimate detail data 106c, two types of estimates are output: a reference property estimate and a breakdown of each piece of equipment (e.g., estimate: equipment 1, etc.), as shown in the estimate output image of Figure 17.

[0036] The order input unit 102c performs the process of generating the order data 106g, including the following processes (31) to (33) (see FIG. 18). (31) An order entry screen (not shown) is displayed on the monitor 114, and the operator or the like is prompted to set the unit price, order amount, etc. (32) The assigned order number, order date, customer identification information, and project number are obtained from the property estimate data 106a that is the basis of the estimate slip, the equipment estimate number and construction number are obtained from the estimate header data 106b that is the basis of the estimate slip, and the product identification information, quantity, unit price, order amount, cost unit price, cost amount, and gross profit amount are obtained from the estimate detail data 106c that is the basis of the estimate slip, and these are stored in the corresponding columns of the order data 106g. (33) If there is a difference between the unit price, order amount, cost unit price, cost amount, and gross profit amount set by an operator, etc. on the order entry screen, the values ​​set on the order entry screen are stored with priority.

[0037] The order input unit 102c performs the process of generating the order data 106h, including the following processes (41) and (42) (see FIG. 18). (41) The assigned order number, order date, order number, project number, construction number, product code, product name, quantity, unit price, cost amount (order amount in the order data 106h), and supplier identification information held in the quotation detail data 106c are obtained from the order data 106g and stored in the corresponding columns of the order data 106h. (42) If there is a difference between the unit price and the cost price set by the operator on the order entry screen, the value set on the order entry screen is stored with priority.

[0038] The purchase input unit 102d performs a process for generating purchase data 106i, including the following processes (51) to (53) (see FIG. 19). (51) A purchase input screen (not shown) is displayed on the monitor 114, and the operator or the like is prompted to set the unit price, order amount, etc. (52) The assigned purchase number, purchase date, purchase order number, supplier identification information, project number, construction number, product identification information, quantity, unit price, and order amount (purchase amount in purchase data 106i) are obtained from the purchase data 106h and stored in the corresponding columns of the purchase data 106i. (53) If there is a difference between the unit price and purchase amount set by the operator on the purchase input screen and the unit price and purchase amount, the values ​​set on the purchase input screen are stored with priority.

[0039] The sales input unit 102f performs the process of generating the sales data 106j, including the following processes (61) to (63) (see FIG. 20). (61) A sales input screen (not shown) is displayed on the monitor 114, and the operator or the like is prompted to set the unit price, sales amount, etc. (62) The assigned sales number, sales date, order number, customer identification information, project number, construction number, product identification information, quantity, unit price, order amount (sales amount in the sales data 106j), cost unit price, cost amount, and gross profit amount are obtained from the order data 106g, and stored in the corresponding columns of the sales data 106j. (63) If there is a difference between the unit price, sales amount, cost unit price, cost amount, and gross profit amount set by the operator on the sales input screen, the values ​​set on the sales input screen will be stored with priority.

[0040] The journal data creation processing unit 102e generates a cost entry at the time of purchase for sales transactions that do not involve construction work, based on the purchase data 106i generated by the purchase input unit 102d, and generates a work-in-progress entry for sales transactions that involve construction work and transactions that involve construction work only (see Figure 19).In addition, the journal data creation processing unit 102e generates a sales entry for sales transactions that do not involve construction work, based on the sales data 106j generated by the sales input unit 102f, and generates a transfer entry for cost items along with the sales entry for sales transactions that involve construction work and transactions that involve construction work only (see Figure 20).

[0041] The case status inquiry unit 102g performs the following processes (71) and (72) (see FIGS. 21 to 24). (71) The case status inquiry screen MC (FIG. 21) is displayed on the monitor 114. (72) When the display unit (granularity) is selected in area MC1, extraction conditions such as the case number, billing destination, and estimated date are set in area MC2, and the display button MC6 is pressed, if the case unit is selected, the following processes (72A1) to (72A7) (see Figure 22) are performed, if the equipment unit is selected, the following processes (72B1) to (72B8) (see Figure 23) are performed, and if the detail unit is selected, the following processes (72C1) to (72C8) (see Figure 24) are performed.

[0042] (72A1) Based on the extraction conditions set in the area MC2, the property estimate data 106a is referenced to obtain the case number, case name, property estimate number, customer and person in charge, and these are displayed in the area MC3. (72A2) By referring to the estimate detail data 106c, the estimated amount linked to the acquired property estimate number is obtained, the total of the acquired estimated amount is calculated, and the calculated value is displayed in area MC3. Furthermore, by referring to the estimate detail data 106c, the cost amount linked to the acquired property estimate number is obtained, the total of the acquired cost amount is calculated, and the calculated value is displayed in area MC3 as the planned cost amount. (72A3) The order data 106g is referenced to obtain the order amounts linked to the obtained case numbers, the total of the obtained order amounts is calculated, and the calculated value is displayed in the area MC3. (72A4) The order data 106h is referenced to obtain the order amounts associated with the obtained case numbers, the total of the obtained order amounts is calculated, and the calculated value is displayed in the area MC3. (72A5) The purchase data 106i is referenced to obtain the purchase amounts associated with the obtained case numbers, the total of the obtained purchase amounts is calculated, and the calculated value is displayed in the area MC3. (72A6) The sales data 106j is referenced, the sales amounts associated with the acquired case numbers are acquired, the total of the acquired sales amounts is calculated, and the calculated value is displayed in the area MC3. (72A7) The total calculated purchase amount is subtracted from the total calculated sales amount, and the value obtained by the subtraction is displayed in area MC3 as the gross profit amount, and the value calculated using the formula "((total calculated sales amount - total calculated purchase amount) ÷ total calculated sales amount) × 100" is displayed in area MC3 as the gross profit rate.

[0043] (72B1) Based on the extraction conditions set in the area MC2, the property estimate data 106a is referenced to obtain the case number, case name, property estimate number, customer, and person in charge, and these are displayed in the area MC3. (72B2) The estimate header data 106b is referenced to obtain the equipment estimate number, equipment row number, and equipment name linked to the obtained property estimate number, and these are displayed in the area MC3. (72B3) By referring to the estimate detail data 106c, the estimated amount associated with each acquired equipment estimate number is obtained, the acquired estimated amounts are summed up, and the calculated value is displayed in area MC3; further, by referring to the estimate detail data 106c, the cost amount associated with each acquired equipment estimate number is obtained, the acquired cost amounts are summed up, and the calculated value is displayed in area MC3 as the planned cost amount. (72B4) The order data 106g is referenced to obtain the order amounts for the order numbers linked to the obtained equipment estimate numbers, the obtained order amounts are summed up, and the calculated value is displayed in the area MC3. (72B5) The order data 106h is referenced to obtain the order amounts for the order numbers linked to the obtained order number, the obtained order amounts are summed up, and the calculated value is displayed in area MC3. (72B6) The purchase data 106i is referenced to obtain the purchase amounts of the purchase numbers linked to the obtained order number, the obtained purchase amounts are summed up, and the calculated value is displayed in the area MC3. (72B7) The sales data 106j is referenced to obtain the sales amounts of the sales numbers linked to the obtained order number, the obtained sales amounts are summed up, and the calculated value is displayed in area MC3. (72B8) The total purchase amount calculated for each purchase number is subtracted from the total sales amount calculated for each sales number, and the value obtained by the subtraction is displayed in area MC3 as the gross profit amount, and the value calculated using the formula "((total sales amount calculated for each sales number - total purchase amount calculated for each purchase number) ÷ total sales amount calculated for each sales number) × 100" is displayed in area MC3 as the gross profit rate.

[0044] (72C1) Based on the extraction conditions set in the area MC2, the property estimate data 106a is referenced to obtain the case number, case name, property estimate number, customer and person in charge, and these are displayed in the area MC3. (72C2) Refer to the estimate header data 106b to obtain the equipment estimate number, equipment row number, and equipment name linked to the obtained property estimate number, and display them in area MC3. (72C3) By referring to the estimate detail data 106c, the detail line number, product code, product name, quantity, estimated unit price, estimated amount, cost unit price, and cost amount linked to the acquired equipment estimate number are acquired and displayed in area MC3. The cost unit price is displayed as the planned cost unit price, and the cost amount is displayed as the planned cost amount in area MC3. (72C4) By referring to the order data 106g, the order amount and unit price for each record including the order number linked to the acquired equipment estimate number and the acquired product code are acquired, and the acquired order amount and unit price are displayed in area MC3 as the order unit price. (72C5) By referring to the order data 106h, the order amount and unit price for each record including the order number linked to the acquired order number and the acquired product code are acquired, and the acquired order amount and unit price are displayed in area MC3 as the order unit price. (72C6) By referring to the purchase data 106i, the purchase amount and unit price for each record including the purchase number linked to the acquired order number and the acquired product code are acquired, and the acquired purchase amount and acquired unit price are displayed in area MC3 as the purchase unit price. (72C7) By referring to the sales data 106j, the sales amount and unit price for each record including the sales number linked to the acquired order number and the acquired product code are acquired, and the acquired sales amount and unit price are displayed in area MC3 as the unit sales price. (72C8) Subtract the purchase amount for each record containing the obtained purchase number and product code from the sales amount for each record containing the obtained sales number and product code, and display the value obtained by the subtraction as the gross profit amount in area MC3.The value calculated using the formula "((Sales amount for each record containing the obtained sales number and product code - Purchase amount for each record containing the obtained purchase number and product code) ÷ Sales amount for each record containing the obtained sales number and product code) × 100" is displayed as the gross profit rate in area MC3.

[0045] [2. Specific examples of processing] A specific example of the processing executed by the task assistance device 100 configured as described above will be described in detail along with an example of the flow of a task performed using the task assistance device 100, with reference to FIGS. 12 to 24 etc.

[0046] [1: Enter the customer, person in charge, project name, equipment details, quotation details, etc., and register (step S1, step S2).] First, as shown in Figure 12, the operator enters the estimate date "2023 / 04 / 01" in area MA13 of the estimate input screen MA displayed on monitor 114, the customer "TOK001" in area MA14, the person in charge "TAN001" in area MA15, and the project name "Construction work for the Obic Midosuji Building" in area MA16.

[0047] The estimate input unit 102a then stores the estimate date "2023 / 4 / 1," the customer "TOK001: Z Industries," the person in charge "TAN001: Yamada Taro," and the project name "Obic Midosuji Building Construction Work" in the property estimate data 106a. Furthermore, the estimate input unit 102a automatically assigns a property estimate number "BMT0001" and a project number "ANK0001," and stores these in the property estimate data 106a (see FIG. 13, step S1).

[0048] Next, as shown in FIG. 12, the operator enters information for generating the estimate header data 106b in the area MA2 (facility information) of the estimate input screen MA.

[0049] As an example of merchandise sales only, the operator etc. enters "001" in the equipment row number in area MA25, "a set of lighting fixtures" in the equipment name in area MA26, "Manufacturer A" in the manufacturer in area MA27, and "0" in the construction status field in area 28, which means no construction.

[0050] Then, the estimate input unit 102a stores the property estimate number "BMT0001," equipment row number "1," equipment name "set of lighting fixtures," manufacturer name "Manufacturer A," installation status "0: no installation," and the automatically assigned equipment estimate number "MT0001" in the estimate header data 106b (see FIG. 13, step S1). Note that since no installation is involved, the installation equipment row number and installation number are not stored.

[0051] As an example of a sale involving construction work, the operator etc. would enter "003" in the equipment row number in area MA25, "complete set of intercom equipment" in the equipment name in area MA26, "manufacturer B" in the manufacturer in area MA27, "0" in the construction status field in area 28 since there is no construction work involved, and "4" as the row number for the construction equipment row number associated with the sale.

[0052] The estimate input unit 102a then stores the property estimate number "BMT0001," equipment row number "3," equipment name "intercom equipment set," manufacturer name "Manufacturer B," installation status "0: no installation," installation equipment row number "4," and the automatically assigned equipment estimate number "MT0003" in the estimate header data 106b (see FIG. 13, step S1). Thereafter, the estimate input unit 102a generates the estimate header data 106b for the equipment row number "4." When generating the estimate header data 106b for the equipment row number "4," the estimate input unit 102a stores the automatically assigned installation number "KOU0002" as the installation number in the estimate header data 106b for the equipment row number "3" linked to the installation equipment row number "4" (see FIG. 13, step S1).

[0053] The estimate input unit 102a generates the equipment row numbers "2" and "4" in the estimate header data 106b in FIG. 13 by the same process as for the equipment row numbers "1" and "3" (see FIG. 13, step S1).

[0054] Next, the operator or the like presses the capture button MA35 in the area MA3.

[0055] Then, the estimate input unit 102a starts the estimate details import unit 102b.

[0056] The estimate details import unit 102b displays an estimate details import screen MB on the monitor 114, as shown in FIG. 14 (step S2).

[0057] Then, the operator etc. selects the acceptance format "[Manufacturer A] Quotation Format" in area MB1 of the quotation details import screen MB for the information on the order details for the manufacturer that was created in advance, selects "TEXT (variable length)" as the file format in area MA2, selects "comma" as the delimiter in area MB3, sets the file path "c:\XXXXXX\XXXXX.CSV" as the file name in area MB4, and presses the import button MB5 (see Figure 14).

[0058] The quotation details import unit 102b then imports the specified order details, refers to the acquisition format master 106d, and acquires the format number "1" and the start line of import "4" specified by the "Manufacturer A format," file format "TEXT (variable length)," and delimiter "comma" set by the operator, etc.

[0059] For example, the process for the record of the property estimate number "BMT0001", the equipment estimate number "MT0001", the equipment line number "1", and the detail line number "1" in the estimate detail data 106c is described.

[0060] The quotation detail import unit 102b refers to the mapping master 106f for the column name "quotation category" in the quotation detail data 106c, acquires the fixed value "1" corresponding to the format number "1" and "1: quotation category", and stores the acquired value. Note that the same process is performed for the column name "manufacturer" in the quotation detail data 106c.

[0061] The quotation detail import unit 102b refers to the mapping master 106f for the column name "product code" in the quotation detail data 106c, acquires the "import column number" 8 corresponding to format number "1" and "2: product code", acquires the "input product number" of column number "8" corresponding to format number "1" in the acquired layout detail master 106e, and acquires and stores the input product number "SHO1001" of column number "8" stored in the already-imported ordering details of manufacturer A.

[0062] The quotation detail import unit 102b refers to the mapping master 106f for the column name "Product Name" in the quotation detail data 106c, obtains the imported column number "9" corresponding to the format number "1" and "5: Product Name", obtains the "Product Name" of the column number "9" corresponding to the format number "1" in the acquired layout detail master 106e, and obtains and stores the product name "Lighting Fixture A" of the column number "9" stored in the already-imported ordering details of manufacturer A.

[0063] The quotation detail import unit 102b refers to the mapping master 106f for the column name "Summary" in the quotation detail data 106c, obtains the import column number "15" corresponding to format number "1" and "6: Summary", obtains "Summary 3" in column number "15" corresponding to format number "1" in the acquired layout detail master 106e, and obtains and stores the blank space for Summary 3 in column number "15" stored in the already-imported order details of Manufacturer A.

[0064] The quotation specification import unit 102b refers to the mapping master 106f for the column name "Supplier Code" of the quotation specification data 106c, obtains the fixed value "SIR001" corresponding to the format number "1" and "4: Supplier Code", and stores it.

[0065] The quotation detail import unit 102b refers to the mapping master 106f for the column name "quantity" in the quotation detail data 106c, obtains the imported column number "10" corresponding to the format number "1" and "7: quantity", obtains the "quantity" of the column number "10" corresponding to the format number "1" in the acquired layout detail master 106e, and obtains and stores the quantity "1" of the column number "10" stored in the already-imported order details of manufacturer A.

[0066] The quotation detail import unit 102b refers to the mapping master 106f for the column name "unit" in the quotation detail data 106c, obtains the supplementary item "product unit price M. unit code" corresponding to the format No. "1" and "8: unit", and refers to the product unit price master (not shown) to obtain and store the unit "piece".

[0067] The quotation detail import unit 102b refers to the mapping master 106f for the column name "List Price" in the quotation detail data 106c, obtains the supplementary item "Product Unit Price M. Retail Price Unit Price" corresponding to the format No. "1" and "9: List Price", and refers to the product unit price master (not shown) to obtain and store the list price of "250 yen".

[0068] The quotation detail import unit 102b refers to the mapping master 106f for the column name "Estimated Unit Price" in the quotation detail data 106c, acquires the imported column number "11" corresponding to format number "1" and "10: Estimated Unit Price", acquires "Unit Price" in column number "11" corresponding to format number "1" in the acquired layout detail master 106e, and acquires and stores the unit price "200 yen" in column number "11" stored in the already acquired ordering details of manufacturer A.

[0069] The quotation detail import unit 102b refers to the mapping master 106f for the column name "Estimated Amount" in the quotation detail data 106c, obtains the imported column number "12" corresponding to format number "1" and "11: Estimated Amount", obtains the "Amount" in column number "12" corresponding to format number "1" in the acquired layout detail master 106e, and obtains and stores the amount "200 yen" in column number "12" stored in the already-imported order details of manufacturer A.

[0070] The quotation detail import unit 102b refers to the mapping master 106f for the column name "unit cost price" in the quotation detail data 106c, obtains the supplementary item "product unit price M. purchase unit price" corresponding to the format number "1" and "12: unit cost price", and refers to the product unit price master (not shown) to obtain and store the purchase unit price "180 yen".

[0071] The estimate detail import unit 102b refers to the mapping master 106f for the column name "cost amount" in the estimate detail data 106c, acquires the supplementary item "quantity x unit cost price" corresponding to the format number "1" and "13: unit cost price", and stores the cost amount "180 yen" calculated by multiplying the acquired quantity "1" by the acquired unit cost price "180 yen".

[0072] The estimate detail import unit 102b subtracts the calculated cost amount "180 yen" from the acquired estimate amount "200 yen" for the column named "gross profit amount" of the estimate detail data 106c, and stores the calculated amount "20 yen."

[0073] The quotation detail import unit 102b performs processing similar to that described above for the property quotation number "BMT0001," the equipment quotation number "MT0001," the equipment row number "1," and the detail row number "1" in the quotation detail data 106c, and generates the quotation detail data 106c shown in Figure 16 (step S2).

[0074] The estimate specification import unit 102b displays the estimate specification data 106c of FIG. 16 in the corresponding area of ​​the area MA3 of the estimate input screen MA (see FIG. 17, step S2).

[0075] The estimate detail import unit 102b creates an estimate for the reference property estimate number "BMT0001" and creates an itemized statement for equipment 1 to 4 (equipment estimate number "MT0001" to equipment estimate number "MT0004") associated with property estimate number "BMT0001" (step S2). The output image is as shown in "Estimate output image" in Figure 17.

[0076] [2: The quotation slip created in 1 is recorded as an order (step S3)] Next, the operator or the like issues an instruction to display an order entry screen (not shown).

[0077] Then, the order input unit 102c displays an order input screen on the monitor 114.

[0078] The operator then enters information specifying the quotation slip on the order entry screen.

[0079] The order entry unit 102c displays information linked to the property estimate data 106a, estimate header data 106b, and estimate detail data 106c, which are the basis of the estimate slip, on the order entry screen.

[0080] The operator etc. checks the contents displayed on the order entry screen and sets the cost unit price of "160 yen" and the order amount of "160 yen" for the product code "SHO1001" included in the equipment estimate number "MT0001".

[0081] Then, the order input unit 102c obtains the order number "JC0001" and order date "2023 / 4 / 10" assigned in the order data 106g, the customer "TOK001:Z Industry" and the project number "ANK0001" from the property estimate data 106a, obtains the equipment estimate number "MT0001" and construction number "-" from the estimate header data 106b, and obtains and stores the product code "SHO1001", product name "Lighting fixture A", quantity "1", estimated unit price "200 yen", estimated amount "200 yen" (the order amount in the order data 106g), cost unit price "180 yen", and cost amount "180 yen" from the estimate detail data 106c.

[0082] Since the cost unit price "160 yen" and order amount "160 yen" set by the operator, etc. differ from the cost unit price "180 yen" and cost amount "180 yen" obtained from the estimate detail data 106c, the order input unit 102c stores and updates the cost unit price "160 yen" and order amount "160 yen" set by the operator, etc., as shown in Figure 18.

[0083] The order input unit 102c subtracts the cost amount "160 yen" from the order amount "200 yen" to calculate a gross profit amount "40 yen" and stores it in the order data 106g.

[0084] The order input unit 102c generates a record including the equipment estimate number "MT0001" and the product code "SHO1001" of the order data 106g (see FIG. 18).

[0085] The order input unit 102c performs the same process as that for generating the record containing the equipment estimate number "MT0001" and the product code "SHO1001" of the order data 106g, generates other records, and generates the order data 106g shown in FIG.

[0086] Next, the order input unit 102c obtains the assigned order number "HC0001", order date "2023 / 4 / 10", order number "JC0001", case number "ANK0001", construction number "-", product code "SHO1001", product name "Lighting fixture A", quantity "1", unit price "160 yen", cost amount (order amount in order data 106h) "160 yen", and supplier code "SIR001:Y Electric" held in the estimate detail data 106c from the order data 106g, and stores these in the corresponding columns of the order data 106h, and generates a record of the order data 106h including the order number "HC0001" and product code "SHO1001" (see Figure 18).

[0087] The order entry unit 102c performs the same process as that for generating the record of the order data 106h including the order number "HC0001" and the product code "SHO1001" to generate other records, thereby generating the order data 106h shown in FIG.

[0088] [3: Purchase accounting is performed on the purchase order slip created in 2 (steps S4 and S5)] Next, the operator or the like issues an instruction to display a purchase input screen (not shown).

[0089] Then, the purchase input unit 102d displays a purchase input screen on the monitor 114.

[0090] The operator then enters information specifying the purchase slip on the purchase entry screen.

[0091] The purchase input unit 102d displays information linked to the order data 106h that is the basis of the order slip on the purchase input screen.

[0092] The operator etc. checks the contents displayed on the purchase input screen and sets the cost price "160 yen" and order amount "160 yen" for the product code "SHO1001" included in the case number "ANK0001".

[0093] Next, the purchase input unit 102d obtains the purchase number "HC0001", supplier "SIR001:Y Electric", project number "ANK0001", construction number "-", product code "SHO1001", product name "Lighting fixture A", quantity "1", unit price "160 yen", and order amount (purchase amount in purchase data 106i) "160 yen" from the assigned purchase number "SR0001", purchase date "2023 / 4 / 20", and purchase data 106h, stores them in the corresponding columns of purchase data 106h, and generates a record of purchase data 106i including the purchase number "SR0001" and product code "SHO1001" (see Figure 19).

[0094] The purchase input unit 102d does not update the unit cost price or order amount because the unit cost price of "160 yen" and the order amount of "160 yen" set by the operator, etc. are the same as the unit cost price of "160 yen" and the cost amount of "160 yen" obtained from the order data 106h. Note that the unit price of "60 yen" and purchase amount of "300 yen" for the record containing purchase number "SR0003" and product code "SHO2002" and the unit price of "200 yen" and purchase amount of "200 yen" for the record containing purchase number "SR0004" have been updated to the amounts set by the operator, etc.

[0095] The purchase input unit 102d performs the same process as for the record of the purchase data 106i including the purchase number "SR0001" and the product code "SHO1001", generates other data, and generates the purchase data 106i of FIG. 19 (step S4).

[0096] Next, the journal data creation processing unit 102e generates journal data based on the purchase data 106i. Since purchase number "SR0001" is only a sales transaction of a lighting fixture, the journal data shown in Fig. 19 is created, and purchase numbers "SR0002" to "SR0004" are construction transactions or sales transactions involving construction, so the journal data shown in Fig. 19 is created (step S5).

[0097] [4: Sales are recorded for the order slip created in 2 (steps S6 and S7)] Next, the operator or the like issues an instruction to display a sales input screen (not shown).

[0098] Then, the sales input unit 102f displays a sales input screen on the monitor 114.

[0099] The operator then enters information specifying the order slip on the sales entry screen.

[0100] The sales input unit 102f displays information linked to the order data 106g that is the basis of the order slip on the sales input screen.

[0101] The operator etc. checks the contents displayed on the sales input screen and sets the unit price to "200 yen" and the sales amount to "200 yen" for the product code "SHO1001" included in the order number "JC0001".

[0102] Next, the sales input unit 102f obtains the assigned sales number "UR0001", sales date "2023 / 4 / 22", and from the order data 106g, the order number "JC0001", customer "TOK001:Z Industry", project number "ANK0001", construction number "-", product code "SHO1001", product name "Lighting fixture A", quantity "1", unit price "200 yen", order amount (sales amount in sales data 106j) "200 yen", cost unit price "160 yen", cost amount "160 yen", and gross profit amount "40 yen", and stores these in the corresponding columns of the sales data 106j, and generates a record of the sales data 106j including the sales number "UR0001" and product code "SHO1001" (see Figure 20).

[0103] The sales input unit 102f does not update the unit price or sales amount because the unit price "200 yen" and sales amount "200 yen" set by the operator, etc. are the same as the unit price "200 yen" and order amount "200 yen" obtained from the order data 106g. Note that the unit price "180 yen" and sales amount "360 yen" of the record including sales number "UR0001" and product code "SHO1002", and the unit price "320 yen" and sales amount "320 yen" of the record for sales number "UR0004" have been updated to the amounts set by the operator, etc.

[0104] Furthermore, when the unit price and sales amount are updated to amounts set by an operator or the like, the sales input unit 102f calculates the gross profit amount by subtracting the cost amount from the sales amount and stores the calculated gross profit amount in the gross profit amount column of the sales data 106j. In the case of a record including the sales number "UR0001" and the product code "SHO1002", the sales input unit 102f stores the gross profit amount "120 yen" obtained by subtracting the cost amount "240 yen" from the sales amount "360 yen", and in the case of the record with the sales number "UR0004", the sales data 106j stores the gross profit amount "100 yen" obtained by subtracting the cost amount "220 yen" from the sales amount "320 yen".

[0105] The sales input unit 102f performs the same process as the record of the sales data 106j including the sales number "UR0001" and the product code "SHO1001", generates other data, and generates the sales data 106j of FIG. 20 (step S6).

[0106] Next, the journal data creation processing unit 102e generates journal data based on the sales data 106j. Since sales number "UR0001" is only a sales transaction of a lighting fixture, the journal data shown in Fig. 20 is created, and since sales numbers "UR0002" to "UR0004" are construction transactions or sales transactions involving construction, in addition to the sales journal entry, a transfer journal entry from work in progress to cost items also occurs, and the journal data shown in Fig. 20 is created (step S7).

[0107] [5: Check the income and expenditure status through the case status inquiry (Step S8)] The operator or the like issues an instruction to display the case status inquiry screen MC on the monitor 114 .

[0108] The case status inquiry unit 102g causes the monitor 114 to display the case status inquiry screen MC shown in FIG.

[0109] The operator or the like selects the display unit in area MC1, sets the case number "ANK0001" or the like in area MC26, and presses the display button MC6.

[0110] [5-1: When selecting the project unit] When an operator or the like selects the project unit in area MC11, the project status inquiry unit 102g displays the project name "Obic Midosuji Building Construction Work", the property estimate number "BMT0001", the customer "TOK001: Z Industries", and the person in charge "TAN001: Yamada Taro" from the property estimate data 106a linked to the specified project number "ANK0001" (see Figure 22).

[0111] The case status inquiry unit 102g displays the total estimated amount of "2,200 yen" of the estimate detail data 106c linked to the property estimate number "BMT0001" as the estimated amount, and the total cost amount of "1,710 yen" as the planned cost amount (see Figure 22).

[0112] The case status inquiry unit 102g displays the total order amount of "2,300 yen" of the order data 106g linked to case number "ANK0001" as the order amount, the total order amount of "1,640 yen" of the purchase data 106h linked to case number "ANK0001" as the purchase amount, the total purchase amount of "1,570 yen" of the purchase data 106i linked to case number "ANK0001" as the purchase amount, and the total sales amount of "2,380 yen" of the sales data 106j linked to case number "ANK0001" as the sales amount (see Figure 22).

[0113] The case status inquiry unit 102g subtracts the total purchase amount "1,570 yen" from the total sales amount "2,380 yen" to calculate the gross profit amount "810 yen" and displays it as the gross profit amount (see FIG. 22).

[0114] The case status inquiry unit 102g displays the gross profit rate of 34.03%, calculated by ((total sales amount of sales data 106j "2,380 yen" - total purchase amount of purchase data 106i "1,570 yen") ÷ total sales amount of sales data 106j "2,380 yen") × 100 (see Figure 22).

[0115] The case status inquiry unit 102g displays the data of FIG. 22, which is collected for each case for the case number "ANK0001" specified by the above process, in the area MC3 of the case status inquiry screen MC.

[0116] Operators can use the data displayed in Figure 22 to check the income and expenditure status on a project-by-project basis, and if there are any abnormalities such as a low gross profit margin, they can select a finer granularity on the project status inquiry screen MC, that is, by equipment unit in area MC12 or by detail unit in area MC13, and check the status.

[0117] [5-2. When selecting facility unit] The project status inquiry unit 102g then displays the project name "Obic Midosuji Building Construction Work", the property estimate number "BMT0001", the customer "TOK001: Z Industries", and the person in charge "TAN001: Yamada Taro" from the property estimate data 106a linked to the specified project number "ANK0001" (see Figure 23).

[0118] The case status inquiry unit 102g displays the equipment estimate number "MT0001", the equipment row number "1", and the equipment name "set of lighting fixtures" from the estimate header data 106b linked to the property estimate number "BMT0001" (see FIG. 23).

[0119] The project status inquiry unit 102g displays the total estimated amount of "500 yen" in the estimate detail data 106c linked to the equipment estimate number "MT0001" as the estimated amount, and the total cost amount of "420 yen" as the planned cost amount (see Figure 23).

[0120] The project status inquiry unit 102g displays the total order amount of "500 yen" of the order data 106g linked to the order number "JC0001" related to the equipment estimate number "MT0001" as the order amount, the total order amount of "400 yen" of the order data 106h linked to the purchase order number "HC0001" related to the order number "JC0001" as the order amount, the total purchase amount of "400 yen" of the purchase data 106i linked to the purchase number "SR0001" related to the purchase order number "HC0001" as the purchase amount, and the total sales amount of "560 yen" of the sales data 106j linked to the sales number "UR0001" related to the order number "JC0001" as the sales amount (see Figure 23).

[0121] The case status inquiry unit 102g subtracts the total purchase amount "400 yen" from the total sales amount "560 yen" to calculate the gross profit amount "160 yen" and displays it as the gross profit amount (see FIG. 23).

[0122] The case status inquiry unit 102g displays the gross profit rate of 28.57%, calculated by ((total sales amount of sales data 106j "560 yen" - total purchase amount of purchase data 106i "400 yen") ÷ total sales amount of sales data 106j "560 yen") × 100) (see Figure 23).

[0123] The project status inquiry unit 102g performs the same process as the above, which aggregated the equipment estimate number "MT0001" linked to the specified project number "ANK0001" by equipment unit, for equipment estimate numbers "MT0002" to "MT0004", and the result becomes the data in Figure 23, which is displayed in area MC3 of the project status inquiry screen MC.

[0124] Using the data displayed in Figure 23, operators can check the income and expenditure status on a per-facility basis and analyze which facilities are making a profit and which are not.

[0125] [5-3. When selecting detailed unit] The project status inquiry unit 102g then displays the project name "Obic Midosuji Building Construction Work", the property estimate number "BMT0001", the customer "TOK001: Z Industries", and the person in charge "TAN001: Yamada Taro" from the property estimate data 106a linked to the specified project number "ANK0001" (see Figure 24).

[0126] The case status inquiry unit 102g displays the equipment estimate number "MT0001", the equipment row number "1", and the equipment name "set of lighting fixtures" from the estimate header data 106b linked to the property estimate number "BMT0001" (see FIG. 24).

[0127] The case status inquiry unit 102g displays the detail line number "1", product code "SHO1001", product name "Lighting fixture A", and quantity "1" of the estimate detail data 106c linked to the equipment estimate number "MT0001" (see FIG. 24).

[0128] The project status inquiry unit 102g displays the estimated unit price of "200 yen" in the estimate detail data 106c linked to the equipment estimate number "MT0001" and detail line "1" as the estimated unit price, the estimated amount of "200 yen" as the estimated amount, the cost unit price of "180 yen" as the planned cost unit price, and the cost amount of "180 yen" as the planned cost amount (see Figure 24).

[0129] The project status inquiry unit 102g displays the order amount (200 yen) of the order data 106g linked to the order number "JC0001" and product code "SHO1001" related to the equipment estimate number "MT0001" as the order amount, the order amount (160 yen) of the order data 106h linked to the purchase order number "HC0001" and product code "SHO1001" related to the order number "JC0001" as the order amount, the purchase amount (160 yen) of the purchase data 106i linked to the purchase number "SR0001" and product code "SHO1001" related to the purchase number "HC0001" as the purchase amount, and the sales amount (200 yen) of the sales data 106j linked to the sales number "UR0001" and product code "SHO1001" related to the order number "JC0001" as the sales amount (see Figure 24).

[0130] The case status inquiry unit 102g subtracts the total purchase amount "160 yen" from the sales amount "200 yen" to calculate the gross profit amount "40 yen" and displays it as the gross profit amount (see FIG. 24).

[0131] The case status inquiry unit 102g displays the gross profit rate of "20.00%" calculated by ((sales amount "200 yen" of sales data 106j - purchase amount "160 yen" of purchase data 106i) ÷ sales amount "200 yen" of sales data 106j) × 100) (see Figure 24).

[0132] The project status inquiry unit 102g performs the same process as the above process, which aggregates the details for the detail line number "1" of the equipment estimate number "MT0001" linked to the specified project number "ANK0001", for each detail line number from the equipment estimate number "MT0001" to the equipment estimate number "MT0004", and the results become the data in Figure 24, which are displayed in area MC3 of the project status inquiry screen MC.

[0133] The above describes this embodiment. In this embodiment, an operator (salesperson) enters information on the estimate input screen MA, creates property estimate data 106a and estimate header data 106b, and then specifies manufacturer order details on the estimate detail import screen MB, imports the order detail data, and creates estimate detail data 106c. During this process, a project number and a construction number are automatically assigned for each project and each construction project for overall property income and expenditure management, and are stored in each data. In this embodiment, orders are recorded based on estimate slips created based on the property estimate data 106a, estimate header data 106b, and estimate detail data 106c at the operator's instruction. Purchase slips are also created at the same time for order placement. In this embodiment, purchases are recorded based on the order slips created at the operator's instruction. Furthermore, in this embodiment, sales are recorded based on the order slips created at the operator's instruction. Furthermore, in this embodiment, an operator can check the income and expenditure status by specifying the granularity of each project, facility, or detail on the project status inquiry screen MC as needed.

[0134] Since salespeople and others already know most of the information at the time of negotiations and can register planned information for order contracts and order arrangements, this embodiment allows that information to be registered and, based on the registered information, the subsequent work of order receipt → order placement → purchase → sales can be handled, and when registering information, identification information for managing income and expenditures is assigned, making it possible to check the income and expenditure status on a case-by-case, equipment-by-equipment, and item-by-item basis, thereby improving work efficiency and the accuracy of income and expenditure management.

[0135] According to this embodiment, the efficiency of data registration and data management can be improved, thereby reducing the workload. Furthermore, the management of income and expenditures can be realized on a per-project or per-facility basis, which can improve the accuracy of income and expenditure management.

[0136] [3. 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.

[0137] 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.

[0138] Furthermore, this embodiment can contribute to strengthening control and governance, which can contribute to the achievement of Goal 16 of the SDGs.

[0139] 4. 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.

[0140] 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.

[0141] 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.

[0142] Furthermore, with regard to the task support 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.

[0143] For example, all or any part of the processing functions of the business support 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 business support 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.

[0144] This computer program may be stored in an application program server connected to the business support device 100 via any network, and all or part of it may be downloaded as needed.

[0145] 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.

[0146] 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.

[0147] 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.

[0148] The business support 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 business support device 100 may be realized by installing software (including programs, data, etc.) that causes the device to perform the processes described in this embodiment.

[0149] 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]

[0150] The present invention is useful for companies in the construction industry and various other industries that import and operate data from manufacturer-arranged sites, or for companies that manage income and expenditures by construction project and by facility. [Explanation of symbols]

[0151] 100 Business support equipment 102 Control section 102a Estimate input section 102b Estimate Detail Import Section 102c Order entry section 102d Purchase Input Department 102e Journal data creation processing unit 102f Sales Input Section 102g Case Status Inquiry Department 104 Communication interface unit 106 Storage section 106a Property estimate data 106b Quote header data 106c Quote Detail Data 106d Acquisition Format Master 106e Acquisition Layout Detail Master 106f Mapping Master 106g Order Data 106h Order data 106i Purchase Data 106j Sales Data 108 Input / Output Interface Section 112 Input Device 114 Output Device 200 servers 300 Network

Claims

1. a file acquisition unit that refers to an acquisition format master for acquiring quotation information for an item and acquires a file containing quotation information for the item created in a format corresponding to a provider of the quotation information; a setting information acquisition unit that acquires setting information for acquiring the quotation information from the acquired file and mapping the quotation information to a predetermined display area within a predetermined screen by referring to an acquired format master, an acquired layout detail master, and a mapping master that are managed by format corresponding to the source of the quotation information; a display execution unit that acquires estimate information from the file acquired by the file acquisition unit in accordance with the setting information acquired by the setting information acquisition unit, and maps the acquired estimate information onto the predetermined display area; a counting unit that manages the estimates, costs, and gross profits of goods that need to be procured in a project, manages item detail data, estimate header data, estimate detail data, orders for goods, and gross profits linked to specified categories that serve as units for bundling goods and projects, manages order data linked to estimates and projects, order data linked to orders and projects, manages purchases of goods, purchase data linked to orders and projects, and manages sales and gross profits of goods, and refers to sales data linked to orders and projects to tally up income and expenditure status by project, by specified category, or by product, and displays the tallying results on a screen; A business support device comprising:

2. The acquisition format master manages the file format, delimiter, and start line of import for each format, The acquired layout detail master manages the column settings of the file by format, The mapping master manages, by format, the relationship between a file column, which is the source of information, and an item in a table that manages estimates, which is the destination of information mapping.

2. The business support device according to claim 1, wherein:

3. The file containing the quotation information for the product, created in a format corresponding to the source of the quotation information, was downloaded from the manufacturer's website; 3. The business support device according to claim 2, wherein:

4. a file acquisition step in which a file acquisition unit refers to an acquisition format master for acquiring quotation information of an article and acquires a file including quotation information of the article created in a format corresponding to the quotation information provider; a setting information acquisition step in which a setting information acquisition unit acquires setting information for acquiring the quotation information from the acquired file and mapping the quotation information to a predetermined display area within a predetermined screen by referring to an acquired format master, an acquired layout detail master, and a mapping master, which are managed by format corresponding to the source of the quotation information; a display execution step in which a display execution unit acquires estimate information from the file acquired in the file acquisition step in accordance with the setting information acquired by the setting information acquisition unit, and maps the acquired estimate information onto the predetermined display area; an aggregation step in which the aggregation unit manages estimates, costs, and gross profits of goods required to be procured in a project, manages item detail data, estimate header data, estimate detail data, orders for goods, and gross profits linked to a predetermined category that serves as a unit for bundling goods and projects, manages order data linked to the estimate and project, orders for goods, order data linked to orders and projects, purchases of goods, purchase data linked to orders and projects, and sales and gross profits of goods, refers to sales data linked to orders and projects, aggregates income and expenditure status by project, by predetermined category, or by product, and displays the aggregated results on a screen; A business support method comprising:

5. An information processing device file acquisition means for acquiring a file containing quotation information of an article created in a format corresponding to a provider of the quotation information, by referring to an acquisition format master for acquiring quotation information of the article; a setting information acquisition means for acquiring setting information for capturing the quotation information from the acquired file and mapping the quotation information to a predetermined display area within a predetermined screen, by referring to an acquired format master, an acquired layout detail master, and a mapping master, which are managed by format corresponding to the source of the quotation information; a display execution means for acquiring estimate information from the file acquired by the file acquisition means in accordance with the setting information acquired by the setting information acquisition means, and mapping the acquired estimate information onto the predetermined display area; a calculation unit that manages the estimates, costs, and gross profits of goods that need to be procured in a project, manages property detail data, estimate header data, estimate detail data, orders for goods, and gross profits linked to specified categories that serve as units for bundling goods and projects, manages order data linked to estimates and projects, order placement data linked to orders and projects, manages purchases of goods, purchase data linked to orders and projects, and manages sales and gross profits of goods, and refers to sales data linked to orders and projects to calculate income and expenditure status by project, specified category, or product, and displays the calculation results on a screen; A business support program to function as a

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