Estimate breakdown conversion device, estimate breakdown conversion method, and estimate breakdown conversion program

Abstract

To provide an estimate breakdown conversion device, an estimate breakdown conversion method, and an estimate breakdown conversion program that can implement contract linkage from an estimate at a desired granularity at which the linkage is desired to be made when performing the contract linkage from the estimate.SOLUTION: An estimate breakdown conversion device of this embodiment refers to an estimate breakdown item conversion master, generates estimate breakdown detail data in which an estimate expense item code, an estimate expense item name, and estimate breakdown codes corresponding to each of major classification, medium classification, and minor classification are associated for each estimate breakdown number based on specifications, quantity, units, frequencies, prime cost information, and submission information for each item name that is input, refers to an expense item master, the estimate breakdown item conversion master, and the estimate breakdown detail data, and generates detail information in which a billing destination or ordering destination, a sales amount, a prime cost amount, a gross profit, and a gross profit rate are associated for each expense item, based on an estimate number, a sales detail linkage granularity, and a prime cost detail linkage granularity that are input.SELECTED DRAWING: Figure 1

Description

[Technical Field]

[0001] The present invention relates to an estimate breakdown conversion device, an estimate breakdown conversion method, and an estimate breakdown conversion program. [Background technology]

[0002] Patent Document 1 discloses a technique in which a management company that is entrusted with the maintenance and management of a facility equipped with various types of equipment presents an estimate to the owner of the facility or the like prior to signing a contract. [Prior art documents] [Patent documents]

[0003] [Patent Document 1] Japanese Patent Application Laid-Open No. 2004-341875 Summary of the Invention [Problem to be solved by the invention]

[0004] When a building maintenance company estimates cleaning work, it determines the cost and submission amount, which vary for each cleaning area and for each equipment standard, and creates an estimate. The building maintenance company then concludes a contract based on the estimate and issues work orders to subcontractors as needed. In this case, the unit of work orders to subcontractors is the subcontractor unit, which may not necessarily match the building maintenance work that the building maintenance company has contracted with the client. For this reason, the granularity of the estimates submitted to contractors varies depending on the size of the contract and the number of clients, making it difficult for building maintenance companies to universally coordinate contracts based on estimates.

[0005] The present invention has been made in consideration of the above, and aims to provide an estimate breakdown conversion device, an estimate breakdown conversion method, and an estimate breakdown conversion program that can implement estimate-to-contract linkage at the desired granularity when linking estimates to contracts. [Means for solving the problem]

[0006] In order to solve the above-mentioned problems and achieve the object, the estimate breakdown conversion device according to the present invention is an estimate breakdown conversion device equipped with a control unit, and is capable of accessing an expense item master that associates, for each expense item code, an expense item name, a sales item, and a debt item, and an estimate breakdown item conversion master that associates, for each work item, a major classification, a medium classification, a minor classification, and an expense item, and the control unit refers to the estimate breakdown item conversion master and converts, for each estimate breakdown number, the following information based on the specifications, quantity, unit, frequency, cost information, and submission information for each input item name: and a detail information generation unit that references the expense item master, the estimate breakdown item conversion master, and the estimate breakdown data, and generates detail information that associates, for each expense item, a billing or ordering party, sales amount, cost amount, gross profit, and gross profit rate, based on the input estimate number, sales detail linkage granularity, and cost detail linkage granularity.

[0007] Further, the estimate breakdown conversion method according to the present invention is an estimate breakdown conversion method executed by an estimate breakdown conversion device equipped with a control unit, which is capable of accessing an expense item master that associates expense item names, sales items, and debt items for each expense item code, and an estimate breakdown item conversion master that associates major classifications, medium classifications, minor classifications, and expense items for each work item, and which refers to the estimate breakdown item conversion master executed by the control unit, and converts estimated items for each estimate breakdown number based on the specifications, quantity, unit, frequency, cost information, and submission information for each input item name. The method is characterized by including an estimate breakdown input step for generating estimate breakdown detail data in which estimate item codes, estimate item names, and estimate breakdown codes corresponding to major categories, medium categories, and minor categories are associated with each other; and a detail information generation step for referencing the expense item master, the estimate breakdown item conversion master, and the estimate breakdown detail data, and generating detail information in which, for each expense item, a billing or ordering party, sales amount, cost amount, gross profit, and gross profit rate are associated with each other based on the input estimate number, sales detail linkage granularity, and cost detail linkage granularity.

[0008] Further, an estimate breakdown conversion program according to the present invention is an estimate breakdown conversion program to be executed by an estimate breakdown conversion device having a control unit, and is capable of accessing an expense item master that associates expense item names, sales items, and debt items for each expense item code, and an estimate breakdown item conversion master that associates major classifications, medium classifications, minor classifications, and expense items for each work item, and refers to the estimate breakdown item conversion master to be executed by the control unit, and converts estimate breakdown numbers based on specifications, quantities, units, frequency, cost information, and submission information for each input item name. The method includes an estimate breakdown input step for generating estimate breakdown detail data in which estimate item codes, estimate item names, and estimate breakdown codes corresponding to major categories, medium categories, and minor categories are associated for each item, and a detail information generation step for generating detail information in which billing or ordering parties, sales amounts, cost amounts, gross profits, and gross profit rates are associated for each item based on the input estimate number, sales detail linkage granularity, and cost detail linkage granularity by referring to the expense item master, the estimate breakdown item conversion master, and the estimate breakdown detail data. [Effects of the Invention]

[0009] According to the present invention, when linking from estimate to contract, it is possible to perform linking from estimate to contract at a desired granularity. [Brief explanation of the drawings]

[0010] [Figure 1] FIG. 1 is a schematic diagram showing an overview in a block diagram of an example of the configuration of an estimate breakdown conversion device according to an embodiment. [Figure 2] FIG. 2 is a diagram showing an example of an expense item code table in the expense item master included in the estimate breakdown conversion device according to the embodiment. [Figure 3] FIG. 3 is a diagram illustrating an example of an estimate breakdown item conversion master table in the estimate breakdown item conversion master included in the estimate breakdown conversion device according to the embodiment. [Figure 4] FIG. 4 is a diagram illustrating an example of work information. [Figure 5] FIG. 5 is a diagram showing an example of a conventional estimate. [Figure 6] FIG. 6 is a diagram showing an example of a contract pattern with a customer or a partner company. [Figure 7] FIG. 7 is a diagram showing an example of another contract pattern with a customer or a partner company. [Figure 8] FIG. 8 is a diagram showing an example of sales and cost statement data showing an example of expense items in the sales statement and cost statement based on contract pattern 1. In FIG. [Figure 9] FIG. 9 is a diagram illustrating an example of sales journal data of accrual journal entries that occur according to subjects linked to the expense item master included in the estimate breakdown conversion device according to the embodiment. [Figure 10] FIG. 10 is a diagram illustrating an example of cost journal entry data of accrual journal entries that occur according to subjects linked to the expense item master data included in the estimate breakdown conversion device according to the embodiment. [Figure 11] FIG. 11 is a diagram showing an example of an estimate image for contract pattern 1. [Figure 12] FIG. 12 is a diagram showing an example of sales and cost detail data of a created contract in contract pattern 1. [Figure 13] FIG. 13 is a diagram showing an example of an estimate image for contract pattern 2. [Figure 14] FIG. 14 is a diagram showing an example of sales and cost detail data of a created contract in contract pattern 2. [Figure 15] FIG. 15 is a flowchart showing an outline of the process executed by the estimate breakdown conversion device. [Figure 16] FIG. 16 is a diagram showing an example of the estimate breakdown input screen. [Figure 17] FIG. 17 is a diagram illustrating an example of the estimate breakdown header data. [Figure 18] FIG. 18 is a diagram illustrating an example of the estimate breakdown detailed data. [Figure 19] FIG. 19 is a diagram showing an example of the estimate breakdown detailed data. [Figure 20] FIG. 20 is a diagram showing an example of the contract input screen. [Figure 21] FIG. 21 is a diagram showing an example of an image of estimate breakdown detailed data in the creation of linked detailed statements. [Figure 22] FIG. 22 is a diagram showing an example of an image of estimate breakdown detailed data (specifications) in the creation of linked detailed statements. [Figure 23] FIG. 23 is a diagram showing an example of a contract input screen including detailed information. [Figure 24] FIG. 24 is a diagram illustrating an example of contract basic data registered by a registration unit included in the estimate breakdown conversion device according to the embodiment. [Figure 25] FIG. 25 is a diagram illustrating an example of contract sales detail data registered by a registration unit included in the estimate breakdown conversion device according to the embodiment. [Figure 26] FIG. 26 is a diagram illustrating an example of contract cost detail data registered by a registration unit included in the estimate breakdown conversion device according to the embodiment. DETAILED DESCRIPTION OF THE INVENTION

[0011] Hereinafter, an embodiment of an estimate breakdown conversion device, an estimate breakdown conversion method, and an estimate breakdown conversion program according to the present invention will be described in detail with reference to the accompanying drawings. Note that the present invention is not limited to the embodiment.

[0012] [1. Configuration] An example of the configuration of an estimate breakdown conversion device according to this embodiment will be described with reference to Fig. 1 etc. Fig. 1 is a schematic diagram showing an overview in a block diagram of an example of the configuration of an estimate breakdown conversion device.

[0013] The estimate breakdown conversion device 100 shown in Fig. 1 is a commercially available desktop personal computer. Note that the estimate breakdown conversion device 100 is not limited to a stationary information processing device such as a desktop personal computer, but may also be a portable information processing device such as a commercially available notebook personal computer, PDA (Personal Digital Assistant), smartphone, or tablet personal computer.

[0014] The estimate breakdown conversion 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 estimate breakdown conversion device 100 are connected to each other so as to be able to communicate with each other via any communication path.

[0015] The communication interface unit 104 communicatively connects the estimate breakdown conversion 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 estimate breakdown conversion 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). The data stored in the memory unit 106 may also be stored in the server 200, for example.

[0016] 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 functions as a pointing device in cooperation with a mouse. In the following, the output device 114 may be referred to as the monitor 114, and the input device 112 may be referred to as the keyboard 112 or the mouse 112.

[0017] The storage unit 106 stores various databases, tables, files, etc. The storage unit 106 stores computer programs that work in conjunction with the OS (Operating System) to issue commands to the CPU (Central Processing Unit) to perform various processes. 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, or an optical disk. The storage unit 106 stores an expense item master 106a and an estimate breakdown item conversion master 106b.

[0018] The expense item master 106a stores the expense item name, sales item, and debt item in association with each other for each expense item code.

[0019] 2 is a diagram showing an example of an expense item code table in the expense item master 106a. In the first row of the expense item master table T1 shown in Fig. 2, the expense item code "00000010" is stored in association with the expense item name "Facility equipment periodic inspection work cost", sales item "11000 Sales", and debt item "12000 Subcontract cost".

[0020] The estimate item conversion master 106b stores, for each work item, a major classification, a medium classification, a minor classification, and an expense item in association with each other.

[0021] 3 is a diagram showing an example of an estimate item conversion master table in the estimate item conversion master 106b. The first row of the estimate item conversion master table T2 shown in FIG. 3 stores the work item "Facility equipment periodic inspection work cost" in association with the major category "00000010" and the expense item "0000004C." Similarly, the second row of the estimate item conversion master table T2 stores the work item "Facility equipment periodic inspection work cost" in association with the major category "00000010," the medium category "0000002C Water supply and drainage sanitary equipment," and the expense item "00000041 Water supply and drainage sanitary equipment." Additionally, in the third row of the estimate breakdown item conversion master table T2, the work item "Facility equipment periodic inspection costs" is stored in association with the major category "00000010", the medium category "0000002C Water supply and drainage sanitary equipment", the minor category "0000003C Drinking water receiving tank", and the expense item "00000042 Drinking water receiving tank".

[0022] Here, the work items to be registered in combination in the estimate item conversion master 106b will be described in detail. Fig. 4 is a diagram showing an example of work information.

[0023] The work information table T3 shown in Figure 4 includes item names and specifications in the work information. Furthermore, the work information table T3 classifies each level of the input image into a major category "1," a medium category "2," a minor category "3," and a breakdown (specifications) "4." For example, in the work information table T3, the major category "1" is "Facility equipment periodic inspection costs," the medium category "2" is "Water supply and drainage sanitary equipment," the minor category "3" is "Public water receiving tank," and the breakdown of "4" is "FRP 10 cubic meters."

[0024] In this way, the user registers the combinations of "1" to "4" above via the input device 112 in the estimate item conversion master 106b.

[0025] Returning to FIG. 1, the description of the configuration of the estimate breakdown conversion device 100 will continue. The control unit 102 is a CPU or the like that comprehensively controls the estimate breakdown conversion device 100. The control unit 102 has an internal memory for storing control programs such as an OS, programs that define various processing procedures, required data, etc., and executes various information processing based on these stored programs. The control unit 102 includes an estimate breakdown input unit 102a, a detailed information generation unit 102b, an output control unit 102c, and a registration unit 102d.

[0026] The estimate breakdown input unit 102a displays an estimate breakdown input screen on the monitor 114, and refers to the estimate breakdown item conversion master 106b, and generates estimate breakdown detail data that associates, for each estimate breakdown number, estimate item code, estimate item name, and estimate breakdown code corresponding to each of the major classification, medium classification, and minor classification, based on the specifications, quantity, unit, frequency, cost information, and submission information for each item name input by the user via the input device 112.

[0027] The detailed information generation unit 102b generates detailed information that associates, for each expense item, the billing destination or supplier, the sales amount, the cost amount, the gross profit, and the gross profit rate, based on the estimate number, sales detail linkage granularity, cost detail linkage granularity, expense item master 106a, estimate breakdown item conversion master 106b, and estimate breakdown detailed data input by the user via the input device 112. Furthermore, the detailed information generation unit 102b generates contract basic data, contract sales detail data, and contract cost detail data based on the sales detail linkage granularity, cost detail linkage granularity, and detailed information.

[0028] The output control unit 102c outputs a contract input screen including the detailed information generated by the detailed information generating unit 102b.

[0029] When the user presses the registration button on the contract input screen via the input device 112, the registration unit 102d registers the detail information in the storage unit 106. Specifically, the registration unit 102d registers the contract basic data, contract sales detail data, and contract cost detail data by storing them in the storage unit 106.

[0030] [2. Overview of the general process from submitting a quote to signing a contract] [2-1: Estimate] First, a conventional estimate will be described. Fig. 5 is a diagram showing an example of a conventional estimate.

[0031] As shown in Fig. 5, conventionally, a user inputs submission information that will be the basis for an estimate to be submitted to a customer via input device 112. In this case, as shown in quotation data table T10 in Fig. 5, a building maintenance company creates an estimate by determining and accumulating different costs and submission amounts for each section of the final copy and for each standard of equipment. In this case, the building maintenance company manages the submission information as sales information.

[0032] [2-2: Contract] Next, we will explain conventional contracts. Figure 6 is a diagram showing an example of a contract pattern with a customer or partner company (hereinafter simply referred to as "contract pattern 1"). Figure 7 is a diagram showing an example of another contract pattern with a customer or partner company (hereinafter simply referred to as "contract pattern 2").

[0033] Traditionally, maintenance companies would conclude a contract with the customer (receive orders) based on the estimates they created, and then place work orders with partner companies as needed. In this case, the unit of work orders is the partner company unit, so the order may not necessarily match the building maintenance work contracted by the maintenance company from the customer (receive orders). Note that the customer / partner company contract patterns T12 and T13 in Figure 6 represent order / placement contracts between the customer (receive orders) and the partner company (placement orders).

[0034] [2-2-1: Contract Pattern 1] First, contract pattern 1 will be described. Fig. 8 is a diagram showing an example of sales and cost detail data showing an example of expense items in a sales detail and a cost detail based on contract pattern 1. Fig. 9 is a diagram showing an example of sales journal entry data of accrual journal entries that occur according to subjects linked to the expense item master 106a. Fig. 10 is a diagram showing an example of cost journal entry data of accrual journal entries that occur according to subjects linked to the expense item master 106a.

[0035] As shown in Figures 8 to 10, in contract pattern 1, the sales and cost detail data T14 in Figure 8 generates accrual journal data T15 in Figure 9 and cost journal data T16 in Figure 10 according to the sales items and debt items linked to the expense item master 106a.

[0036] [2-2-2: Collaboration in Contract Pattern 1] Next, a description will be given of collaboration in contract pattern 1. Fig. 11 is a diagram showing an example of an estimate image in contract pattern 1. Fig. 12 is a diagram showing an example of sales and cost detail data of a created contract in contract pattern 1.

[0037] Previously, the level of granularity for linking estimate images varied depending on the size of the contract and the number of suppliers. This made it difficult for maintenance companies to simply link estimates to contracts. For example, in the past, there were cases where a contract with a customer was large, but the details of the order were separated because the subcontractors were different. As a result, in the case of a contract created based on the estimate image T17 in Figure 11, the sales and cost details data T18 for the contract created in Figure 12 had two expense items in the cost details, making it difficult to separate the details for each subcontractor.

[0038] [2-2-3: Contract Pattern 2] Next, contract pattern 2 will be explained. Fig. 13 is a diagram showing an example of an estimate image for contract pattern 2. Fig. 14 is a diagram showing an example of sales and cost detail data for a contract created in contract pattern 2. Note that conventional contract pattern 2 will be explained for the same contract, but when not divided into billing details.

[0039] In conventional contract pattern 2 (see Figure 7 above), the maintenance company wants to consolidate the order details because the contract scale with the customer is small but the subcontractor that places the order is the same. However, in conventional contract pattern 2, the production contract based on the estimate image T19 in Figure 13 also splits the cost details according to the sales details in the production contract sales and cost detail data T20 shown in Figure 14, making it difficult to consolidate the order details.

[0040] Therefore, in the estimate breakdown conversion device 100 of the embodiment, a combination of work items is registered in the estimate breakdown item conversion master 106b, and the granularity at which the desired collaboration is performed can be selected when performing contract collaboration.

[0041] [3. Overview of processing by the quotation breakdown conversion device] Next, an outline of the processing executed by the estimate breakdown conversion device 100 will be described.

[0042] As shown in FIG. 15, first, the estimate breakdown input unit 102a displays an estimate breakdown input screen on the monitor 114, and executes an estimate breakdown input process that generates estimate breakdown detailed data for each estimate breakdown number, which associates the estimate expense item code, the estimate expense item name, and the estimate breakdown codes corresponding to the major classification, medium classification, and minor classification, based on the specifications, quantity, unit, frequency, cost information, and submission information for each item name input by the user via the input device 112 (step S1).

[0043] FIG. 16 is a diagram showing an example of the estimate breakdown input screen W1. As shown in FIG. 16, the estimate breakdown input screen W1 includes the estimate number, item, subject, quote recipient, department, period, work information, frequency, cost information, and submission status. Furthermore, the work information includes the item name, specifications, etc., quantity, and unit. Furthermore, the cost information includes the unit price, amount, and payee. Furthermore, the submission information includes the unit price and amount.

[0044] The user inputs the specifications, quantity, unit, frequency, cost information, and submission information for each item name via the input device 112. Note that in Fig. 16, the user inputs each item via the input device 112, but this is not limitative, and for example, data previously input by another person or data may be automatically acquired from another server.

[0045] In the case shown in FIG. 16, the estimate breakdown input unit 102a refers to the estimate breakdown item conversion master 106b, and generates estimate breakdown detail data that associates, for each estimate breakdown number, the estimate expense item code, the estimate expense item name, and the estimate breakdown code corresponding to each of the major classification, medium classification, and minor classification, based on the specifications, quantity, unit, frequency, cost information, and submission information for each item name entered by the user via the input device 112.

[0046] Fig. 17 is a diagram showing an example of quotation breakdown header data. Fig. 18 is a diagram showing an example of quotation breakdown detailed data. Fig. 19 is a diagram showing an example of quotation breakdown detailed data. Note that Figs. 18 and 19 are drawn separately for convenience of drawing, but in reality they are connected as a single data table.

[0047] First, the estimate breakdown header data will be described. As shown in FIG. 17, the estimate breakdown input unit 102a generates estimate breakdown header data tables T31 and T32 based on the content entered by the user via the input device 112 on the estimate breakdown input screen W1 displayed on the monitor 114. The first row of the estimate breakdown header data table T31 stores the estimate breakdown detail GUID "headA," the estimate breakdown number "M000000001," the quoter ID "TOR001," the quoter name "OBIC Real Estate Co., Ltd.", the property ID "BUK001," the property name "Yaesu Tower Mansion," the department CD "BUM001," the department name "Tokyo Building Management Department," and the subject "Yaesu Tower Mansion General Management." The first row of the estimate breakdown header data table T32 stores the start date "2022 / 04 / 01" and the end date "2023 / 03 / 31" in association with each other. The Guid is an item that is automatically numbered at the time of registration in order to uniquely identify a record on the system of the estimate breakdown conversion device 100.

[0048] Next, the estimate breakdown detailed data will be described. As shown in Figures 18 and 19, the estimate breakdown input unit 102a generates an estimate breakdown detailed data table T33 according to the content entered by the user via the input device 112 on the estimate breakdown input screen W1 (see Figure 16) displayed on the monitor 114.

[0049] In this case, as shown in Figures 18 and 19, the first row of the estimate breakdown details data table T33 stores the estimate breakdown details Guid "meisaiA" in association with the estimate breakdown No. "M000000001", Current Level "1", estimated expense item CD (code) "00000040", estimated expense item name "Facility equipment regular inspection work cost", and estimate breakdown CD1 (code 1) "00000010".

[0050] Similarly, in the second row of the estimate breakdown details data table T33, the estimate breakdown details Guid "meisaiB" is stored in association with the estimate breakdown No. "M000000001", CurrentLevel "2", estimated expense item CD (code) "00000041", estimated expense item name "water supply and drainage sanitary equipment", estimate breakdown CD1 (code 1) "00000010", and estimate breakdown CD2 "00000020".

[0051] Furthermore, in the third row of the estimate breakdown details data table T33, the estimate breakdown details Guid "meisaiC" is stored in association with the estimate breakdown No. "M000000001", CurrentLevel "3", estimated expense item CD (code) "00000042", estimated expense item name "Public water receiving tank", estimate breakdown CD1 (code 1) "00000010", estimate breakdown CD2 "00000020", estimate breakdown CD3 "00000030", payee CD (code) "TOR000A", and payee name "○○ Kogyo".

[0052] Furthermore, in the fourth row of the estimate breakdown detail data table T33, the estimate breakdown detail Guid "meisaiD" has the following information: estimate breakdown NO "M000000001", CurrentLevel "4", estimate expense name "water supply receiving water inspection and cleaning", estimate breakdown CD1 (code 1) "00000010", estimate breakdown CD2 "00000020", estimate breakdown CD3 "00000030", specification "FRP The following are stored in association with each other: "10 cubic meters", quantity "1.000", number of times per year "12.0000", unit category name "unit", list cost price "50000.0000", unit cost price "50000.0000", actual cost amount "560000.0000", payee CD (code) "TOR000A", payee name "XX Kogyo", unit sales price "50000.0000" and sales amount "600000.0000".

[0053] Returning to FIG. 15, the description of step S2 and subsequent steps will be continued. In step S2, the detail information generation unit 102b displays a new contract creation dialog screen on the monitor 114, and executes a contract input process to generate detail information that associates, for each expense item, the billing or ordering party, the sales amount, the cost amount, the gross profit, and the gross profit rate, based on the estimate number, sales detail linkage granularity, cost detail linkage granularity, expense item master 106a, estimate breakdown item conversion master 106b, and estimate breakdown detail data (see Figures 17 and 18) input by the user via the input device 112.

[0054] Fig. 20 is a diagram showing an example of a contract input screen. Fig. 21 is a diagram showing an example of an estimate breakdown detailed data image when creating a linked detailed statement. Fig. 22 is a diagram showing an example of an estimate breakdown detailed data (specifications) image when creating a linked detailed statement.

[0055] 20, first, the detail information generating unit 102b displays a new contract creation dialog screen W2 on the monitor 114. In this case, the user inputs data via the input device 112 into the sales detail linking granularity cell K1, the cost detail linking granularity cell K2, and the estimate number cell K3 in the new contract creation dialog screen W2.

[0056] Next, the detailed information generation unit 102b generates detailed information that associates, for each expense item, the billing or ordering party, the sales amount, the cost amount, the gross profit, and the gross profit rate, based on the estimate number "M000000001", the sales detail linkage granularity "1" (major classification), and the cost detail linkage granularity "2" (medium classification) that the user inputs into the sales detail linkage granularity cell K1, the cost detail linkage granularity cell K2, and the estimate number cell K3 via the input device 112, as well as the estimate breakdown item conversion master 106b and the estimate breakdown detailed data (see Figure 19).

[0057] In the case shown in Fig. 20, the detailed information generation unit 102b adds up sales 1 for Level No. "1", which is an expense item, because the sales detailed linkage granularity is "1" (major classification), as shown in the estimate breakdown detailed data table T40 in Fig. 21. Furthermore, the detailed information generation unit 102b adds up Level2No. "1" and "2", which are expense items, by dividing them into costs "1-1" and "1-2", as shown in Fig. 21, because the cost detailed linkage granularity is "2" (medium classification).

[0058] Here, "1" to "3" in the sales detail linkage granularity and cost detail linkage granularity correspond to the "major category," "medium category," and "minor category" in the estimate breakdown item conversion master 106b, and also correspond to "Estimate Breakdown CD1," "Estimate Breakdown CD2," and "Estimate Breakdown 3" in the estimate breakdown data. That is, "1" in the sales detail linkage granularity and cost detail linkage granularity corresponds to the "major category" and "Estimate Breakdown CD1," "2" in the sales detail linkage granularity and cost detail linkage granularity corresponds to the "medium category" and "Estimate Breakdown CD2," and "3" in the sales detail linkage granularity and cost detail linkage granularity corresponds to the "minor category" and "Estimate Breakdown CD3."

[0059] As a result, the detailed information generation unit 102b can identify each of the major categories, medium categories, and minor categories in the estimate breakdown item conversion master 106b in the estimate breakdown detailed data based on the estimate number "M000000001," sales detail linkage granularity "1" (major category), and cost detail linkage granularity "2" (medium category) that the user inputs into the new contract creation dialog screen W2 via the input device 112, and can generate detailed information that associates, for each expense item, the billing party or supplier, the sales amount, the cost amount, the gross profit, and the gross profit rate. Furthermore, the detailed information generation unit 102b generates contract basic data, contract sales detailed data, and contract cost detailed data, which will be described later, based on the sales detail linkage granularity, cost detail linkage granularity, and detailed information.

[0060] Figure 23 is a diagram showing an example of a contract input screen including detailed information. The contract input screen W3 shown in Figure 23 includes the detailed information generated by the detailed information generation unit 102b and the contents of the estimate breakdown header data table T32 (see Figure 17). The contract input screen W3 also includes a register button B1 for registering detailed information M1.

[0061] Returning to FIG. 15, the description of step S3 and subsequent steps will be continued. In step S3, the output control unit 102c executes a detailed information output process to output the detailed information generated by the detailed information generation unit 102b (step S3). Specifically, the output control unit 102c causes the monitor 114 to display a contract input screen W3.

[0062] Next, when the user presses the registration button B1 on the contract input screen W3 (see FIG. 23) via the input device 112, the registration unit 102d executes a detail information registration process to register the detail information in the memory unit 106 (step S4).

[0063] Fig. 24 is a diagram showing an example of contract basic data registered by the registration unit 102d. Fig. 25 is a diagram showing an example of contract sales detail data registered by the registration unit 102d. Fig. 26 is a diagram showing an example of contract cost detail data registered by the registration unit 102d. Note that Figs. 25 and 26 are drawn as separate data tables for convenience of drawing, but in reality they are connected as a single data table.

[0064] The registration unit 102d registers the contract basic data table T50 shown in Fig. 24, the contract sales detail data table T51 shown in Fig. 25, and the contract cost detail data table T52 shown in Fig. 26 by storing them in the memory unit 106. After step S4, the estimate breakdown conversion device 100 ends this process.

[0065] According to the embodiment described above, the detail information generation unit 102b generates detail information that associates the billing party or supplier with the sales amount, cost amount, gross profit, and gross profit rate for each expense item based on the estimate number, sales detail linkage granularity, cost detail linkage granularity, expense item master 106a, estimate breakdown item conversion master 106b, and estimate breakdown detail data input by the user via the input device 112, so that when linking from a quote to a contract, linking from a quote to a contract can be performed at the granularity at which linking is desired.

[0066] Furthermore, according to the embodiment, the output control unit 102c outputs the detailed information to the monitor 114, so that the user can intuitively grasp the detailed information.

[0067] Furthermore, according to the embodiment, the detail information generation unit 102b generates contract sales detail data and contract cost detail data based on the sales detail linkage granularity, cost detail linkage granularity, and detail information, which prevents the user from having to manually input contract data again in accordance with the company's operations after the estimate and contract are concluded, thereby preventing registration errors and fraudulent discounts from occurring.

[0068] Furthermore, according to the embodiment, the registration unit 102d registers the contract basic data, contract sales detail data, and contract cost detail data by storing them in the memory unit 106, so that it is possible to accurately grasp the transition of order amounts in the estimate line and to accumulate information that is useful for sales activities.

[0069] [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.

[0070] 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.

[0071] Furthermore, this embodiment can contribute to strengthening control and governance, which can contribute to the achievement of Goal 16 of the SDGs.

[0072] 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.

[0073] 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.

[0074] 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.

[0075] Furthermore, with regard to the estimate breakdown conversion 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.

[0076] For example, all or any part of the processing functions of the estimate breakdown conversion 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 estimate breakdown conversion device 100 as needed. That is, a computer program is recorded in a storage unit such as a ROM or HDD (Hard Disk Drive) for working with the OS to issue instructions to the CPU and perform various processes. This computer program is executed by being loaded into RAM, and works in cooperation with the CPU to form the control unit.

[0077] This computer program may also be stored in an application program server connected to the estimate breakdown conversion device 100 via any network, and all or part of it may be downloaded as needed.

[0078] 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.

[0079] 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.

[0080] 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.

[0081] The estimate breakdown conversion 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 estimate breakdown conversion 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.

[0082] 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]

[0083] The present invention is useful in the real estate and building maintenance industries. [Explanation of symbols]

[0084] 100 Estimate breakdown conversion device 102 Control section 102a Estimate breakdown input section 102b Detail information generation section 102c Output control section 102d Registration Department 104 Communication interface unit 106 Storage section 106a Expense item master 106b Estimate Breakdown Item Conversion Master 108 Input / Output Interface Section 112 Input Device 114 Output Device 200 servers 300 Network

Claims

1. An estimate breakdown conversion device including a control unit, Expense item master that corresponds expense item name, sales item and liability item for each expense item code, For each work item, a quotation breakdown item conversion master that corresponds to major classification, medium classification, minor classification, and expense item; is accessible to The control unit an estimate breakdown input unit that displays on a display monitor an estimate breakdown input screen that enables input of specifications, quantities, units, frequency, cost information, and submission information including unit prices and amounts for each item name of major, medium, and minor classifications categorized for each work item, and that references the expense item master and the estimate breakdown item conversion master and generates estimate breakdown detailed data that associates, for each estimate breakdown number, estimate expense item codes, estimate expense item names, and estimate breakdown codes corresponding to each of the major, medium, and minor classifications categorized for each work item, based on the specifications, quantities, units, frequency, cost information, and submission information for each item name input on the estimate breakdown input screen; a detail information generation unit that references the expense item master, the estimate breakdown item conversion master, and the estimate breakdown data, and generates detail information that associates a billing or ordering party, sales amount, cost amount, gross profit, and gross profit rate for each expense item, based on the input estimate number, sales detail linkage granularity indicating the estimate breakdown code of any of the major classifications, medium classifications, and small classifications classified for each work item, and cost detail linkage granularity indicating the estimate breakdown code of any of the major classifications, medium classifications, and small classifications classified for each work item; To have An estimate breakdown conversion device characterized by the above.

2. The estimate breakdown conversion device according to claim 1, an output control unit that outputs the detailed information; and An estimate breakdown conversion device characterized by the above.

3. 3. The estimate breakdown conversion device according to claim 2, The detailed information generation unit generating the detail information by integrating the sales amount and the cost amount for each expense item based on the sales detail linkage granularity and the cost detail linkage granularity; An estimate breakdown conversion device characterized by the above.

4. The estimate breakdown conversion device according to claim 3, The detailed information generation unit generating contract sales detail data relating to the sales amount and contract cost detail data relating to the cost amount from the detail information based on the sales detail linkage granularity, the cost detail linkage granularity, and the detail information; An estimate breakdown conversion device characterized by the above.

5. 5. The estimate breakdown conversion device according to claim 4, a registration unit that registers the contract sales detail data and the contract cost detail data in a storage unit when a registration button for registering the detail information is pressed via an input device; and An estimate breakdown conversion device characterized by the above.

6. An estimate breakdown conversion method executed by an estimate breakdown conversion device having a control unit, Expense item master that corresponds expense item name, sales item and liability item for each expense item code, For each work item, a quotation breakdown item conversion master that corresponds to major classification, medium classification, minor classification, and expense item; is accessible to Executed by the control unit, an estimate breakdown input step of displaying on a display monitor an estimate breakdown input screen on which submission information including specifications, quantities, units, frequency, cost information, and unit prices and amounts for each item name of major, medium, and minor classifications categorized for each work item can be input, and referencing the expense item master and the estimate breakdown item conversion master, generating estimate breakdown detailed data that associates, for each estimate breakdown number, estimate expense item codes, estimate expense item names, and estimate breakdown codes corresponding to each of the major, medium, and minor classifications categorized for each work item, based on the specifications, quantities, units, frequency, cost information, and submission information for each item name input on the estimate breakdown input screen; a detail information generation step of referencing the expense item master, the estimate breakdown item conversion master, and the estimate breakdown data, and generating detail information that associates a billing or ordering party, sales amount, cost amount, gross profit, and gross profit rate for each expense item based on the input estimate number, sales detail linkage granularity indicating the estimate breakdown code of any of the major classifications, medium classifications, and small classifications classified for each work item, and cost detail linkage granularity indicating the estimate breakdown code of any of the major classifications, medium classifications, and small classifications classified for each work item; containing, A method for converting estimate breakdowns.

7. An estimate breakdown conversion program to be executed by an estimate breakdown conversion device having a control unit, Expense item master that corresponds expense item name, sales item and liability item for each expense item code, For each work item, a quotation breakdown item conversion master that corresponds to major classification, medium classification, minor classification, and expense item; is accessible to To cause the control unit to execute an estimate breakdown input step of displaying on a display monitor an estimate breakdown input screen on which submission information including specifications, quantities, units, frequency, cost information, and unit prices and amounts for each item name of major, medium, and minor classifications categorized for each work item can be input, and referencing the expense item master and the estimate breakdown item conversion master, generating estimate breakdown detailed data that associates, for each estimate breakdown number, estimate expense item codes, estimate expense item names, and estimate breakdown codes corresponding to each of the major, medium, and minor classifications categorized for each work item, based on the specifications, quantities, units, frequency, cost information, and submission information for each item name input on the estimate breakdown input screen; a detail information generation step of referencing the expense item master, the estimate breakdown item conversion master, and the estimate breakdown data, and generating detail information that associates a billing or ordering party, sales amount, cost amount, gross profit, and gross profit rate for each expense item based on the input estimate number, sales detail linkage granularity indicating the estimate breakdown code of any of the major classifications, medium classifications, and small classifications classified for each work item, and cost detail linkage granularity indicating the estimate breakdown code of any of the major classifications, medium classifications, and small classifications classified for each work item; containing, A quote breakdown conversion program featuring:

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