Virtual performance creation device, virtual performance creation method, and virtual performance creation program

Abstract

To enable well-grounded budget creation even when there are many organizational changes.SOLUTION: An acquisition unit refers to a storage unit that stores at least months the accounting year, the customer, new responsible person information on a new responsible person who is responsible for the customer due to an organizational change, organization information of the new responsible person and a sales amount for each month of the accounting year of a previous period of the new responsible person in association with one another on the basis of the accounting year, the customer, the new responsible person information and the organization information to acquire the sales amount for each month of the accounting year of the previous period of the new responsible person who is responsible for the customer. A calculation unit calculates the total amount of the acquired sales amounts for each month of the accounting year of the previous period. A data generation unit generates display data of a budget table that displays the calculated total amount of the sales amounts for each month of the accounting year of the previous period for each month of the accounting year as a virtual result of a next period for the customer of the new responsible person.SELECTED DRAWING: Figure 13

Description

[Technical Field]

[0001] The present invention relates to a virtual experience creation device, a virtual experience creation method, and a virtual experience creation program. [Background technology]

[0002] Today, the methods for creating budgets in companies vary by department. For example, there are cases where a business unit or group budget is created bottom-up from the individual department's budget, and cases where individual department budgets are created top-down from the business unit or group budget.

[0003] The applicant of the present invention has disclosed a data totalization device in Patent Document 1 (Japanese Patent No. 6280268) as a technology related to budget creation. The data totalization device in Patent Document 1 references object management data including hierarchical structure identification data for identifying a hierarchical structure formed by hierarchically configuring objects in the lowest layer and objects in higher layers, and lowest layer identification data for identifying objects in the lowest layer, acquires lowest layer identification data linked to input hierarchical structure identification data, references aggregation object data including the lowest layer identification data and numerical values, extracts numerical values ​​linked to the acquired lowest layer identification data, and totalizes the extracted numerical values.

[0004] This makes it possible to efficiently aggregate numerical values ​​for objects even when the objects have a hierarchical structure. [Prior art documents] [Patent documents]

[0005] [Patent Document 1] Patent No. 6280268 Summary of the Invention [Problem to be solved by the invention]

[0006] When creating a multifaceted budget, if there are many organizational changes, each department will obtain the information on past performance that it desires, making it difficult to visualize the basis for creating the budget and creating a budget that is based on evidence.

[0007] The present invention has been made in consideration of the above-mentioned problems, and aims to provide a virtual performance record creation device, a virtual performance record creation method, and a virtual performance record creation program that enable well-founded budget creation even when there are frequent organizational changes. [Means for solving the problem]

[0008] In order to solve the above problems and achieve the object, a virtual achievement creation device according to the present invention comprises: The person in charge master in which the person in charge code of each person in charge and the department code of the department in which each person in charge are associated and stored is referenced, and the department code associated with the same person in charge code of the new person in charge of a specified customer is obtained, and the department master in which the department code of each department and the business establishment code of each business establishment to which each department belongs are referenced and stored is referenced, and the business establishment code associated with the department code obtained from the person in charge master is obtained, and a storage unit in which the sales amount for each accounting month associated with the business establishment code, department code, customer code, and person in charge code is referenced, and the customer code of the customer in charge of the new person in charge, the new person in charge, the department code obtained from the person in charge master, and the business establishment code obtained from the department master are referenced, and the sales amount for each accounting month associated with the business establishment code, department code, customer code, and person in charge code are referenced, and the sales amount for the specified period corresponding to the customer code of the customer in charge of the new person in charge, the new person in charge, the department code obtained from the person in charge master, and the business establishment code obtained from the department master is referenced, and An acquisition section that acquires the sales amount for each accounting year and month, and For a specified period A calculation unit that calculates the total amount of sales for each accounting month and year, and For a specified period The total amount of sales for each fiscal year and month will be calculated as the next fiscal year's sales amount for the new person in charge's customers. For a specified period A data generation section that generates display data for a budget table displayed by accounting year and month as hypothetical results The storage unit stores the former person in charge code of the former person in charge of the customer and the sales amount for each fiscal year and month for a specified period by the former person in charge, the acquisition unit references the storage unit based on the fiscal year and month and the former person in charge code to acquire the sales amount for each fiscal year and month for the specified period by the former person in charge, the calculation unit calculates the total amount of sales for each fiscal year and month for the specified period that has been acquired by the former person in charge, and the data generation unit generates display data to be displayed on the budget table together with virtual actual results, as the former person in charge's actual results for each fiscal year and month for the specified period of the next fiscal year.

[0009] In order to solve the above problems and achieve the object, the present invention provides The virtual achievement creation method of the virtual achievement creation device includes: The acquisition unit: The person in charge master in which the person in charge code of each person in charge and the department code of the department in which each person in charge are associated and stored is referenced, and the department code associated with the same person in charge code of the new person in charge of a specified customer is obtained, and the department master in which the department code of each department and the business establishment code of each business establishment to which each department belongs are referenced and stored is referenced, and the business establishment code associated with the department code obtained from the person in charge master is obtained, and a storage unit in which the sales amount for each accounting month associated with the business establishment code, department code, customer code, and person in charge code is referenced, and the customer code of the customer in charge of the new person in charge, the new person in charge, the department code obtained from the person in charge master, and the business establishment code obtained from the department master are referenced, and the sales amount for each accounting month associated with the business establishment code, department code, customer code, and person in charge code are referenced, and the sales amount for the specified period corresponding to the customer code of the customer in charge of the new person in charge, the new person in charge, the department code obtained from the person in charge master, and the business establishment code obtained from the department master is referenced, and An acquisition step for acquiring sales amounts for each accounting year and month, and a calculation unit for calculating the acquired sales amounts For a specified period A calculation step of calculating the total amount of sales for each accounting year and month, and a data generation unit For a specified period The total amount of sales for each fiscal year and month will be calculated as the next fiscal year's sales amount for the new person in charge's customers. For a specified period a data generation step of generating display data of a budget table displayed for each accounting year and month as hypothetical actual results; The storage unit stores the former person in charge code of the former person in charge of the customer and the sales amount for each fiscal year and month for a specified period by the former person in charge, and in the acquisition step, the storage unit is referenced based on the fiscal year and month and the former person in charge code to acquire the sales amount for each fiscal year and month for the specified period by the former person in charge, and in the calculation step, the total amount of the acquired sales amount for each fiscal year and month for the specified period by the former person in charge is calculated, and in the data generation step, display data is generated to be displayed on the budget table together with virtual actual results, as the former person in charge's actual results for each fiscal year and month for the specified period of the next fiscal year.

[0010] In order to solve the above problems and achieve the object, a business support program according to the present invention comprises: The person in charge master in which the person in charge code of each person in charge and the department code of the department in which each person in charge are associated and stored is referenced, and the department code associated with the same person in charge code of the new person in charge of a specified customer is obtained, and the department master in which the department code of each department and the business establishment code of each business establishment to which each department belongs are referenced and stored is referenced, and the business establishment code associated with the department code obtained from the person in charge master is obtained, and a storage unit in which the sales amount for each accounting month associated with the business establishment code, department code, customer code, and person in charge code is referenced, and the customer code of the customer in charge of the new person in charge, the new person in charge, the department code obtained from the person in charge master, and the business establishment code obtained from the department master are referenced, and the sales amount for each accounting month associated with the business establishment code, department code, customer code, and person in charge code are referenced, and the sales amount for the specified period corresponding to the customer code of the customer in charge of the new person in charge, the new person in charge, the department code obtained from the person in charge master, and the business establishment code obtained from the department master is referenced, and An acquisition section that acquires the sales amount for each accounting year and month, and For a specified periodA calculation unit that calculates the total amount of sales for each accounting month and year, and For a specified period The total amount of sales for each fiscal year and month will be calculated as the next fiscal year's sales amount for the new person in charge's customers. For a specified period A data generation section that generates display data for a budget table displayed by accounting year and month as hypothetical results The system functions as follows: the memory unit stores the former person in charge of the customer's account code and the sales amount for each fiscal year and month for a specified period by the former person in charge; the acquisition unit references the memory unit based on the fiscal year and month and the former person in charge code to acquire the sales amount for each fiscal year and month for the specified period by the former person in charge; the calculation unit calculates the total amount of sales for each fiscal year and month for the specified period by the acquired former person in charge; and the data generation unit generates display data to be displayed on the budget table together with virtual actual results, using the actual total amount of sales for each fiscal year and month for the specified period by the former person in charge, as the former person's actual results for each fiscal year and month for the specified period of the next fiscal year. [Effects of the Invention]

[0011] The present invention allows for well-founded budgeting even in the event of frequent organizational changes. [Brief explanation of the drawings]

[0012] [Figure 1] FIG. 1 is a block diagram showing the hardware configuration of a virtual achievement creation device according to an embodiment. [Figure 2] FIG. 2 is a diagram for explaining an overview of the virtual achievement creating device according to the embodiment. [Figure 3] FIG. 3 is a diagram illustrating an example of an organizational change. [Figure 4] FIG. 4 is a diagram showing changes to the establishment master. [Figure 5] FIG. 5 is a diagram showing changes to the department master. [Figure 6] FIG. 6 is a diagram illustrating an example of the accounting month master. [Figure 7] FIG. 7 is a diagram illustrating an example of the person-in-charge master. [Figure 8] FIG. 8 is a diagram illustrating an example of the customer master. [Figure 9] FIG. 9 is a diagram illustrating an example of the customer-specific target master. [Figure 10] FIG. 10 shows changes to the person in charge master and the customer master. [Figure 11] FIG. 11 is a diagram showing the change settings of the person in charge in the customer master. [Figure 12] FIG. 12 is a diagram for explaining how to tally the results for the previous period. [Figure 13] FIG. 13 is a diagram for explaining how to tally the hypothetical results for the previous period. [Figure 14] FIG. 14 is a diagram for explaining the re-creation of the customer-specific target master. [Figure 15] FIG. 15 is a diagram showing an example of an organization division and a transfer of a person in charge to another organization. [Figure 16] FIG. 16 is a diagram illustrating an example of the customer-specific target master. [Figure 17] FIG. 17 is a diagram for explaining changes to the person in charge master. [Figure 18] FIG. 18 is a diagram showing how the hypothetical results for the previous period are compiled with the changed settings of the person-in-charge master. [Figure 19] FIG. 19 is a diagram for explaining the re-creation of the customer-specific target master. [Figure 20] FIG. 20 is a diagram for explaining organizational transfer of a person in charge. [Figure 21] FIG. 21 is a diagram showing a customer-specific target master created based on the old organization for creating the next fiscal year's budget as of the second half of the current fiscal year. [Figure 22] FIG. 22 is a diagram for explaining changes to the person in charge master. [Figure 23] FIG. 23 is a diagram showing how the hypothetical results for the previous period are compiled with the changed settings of the person-in-charge master. [Figure 24] FIG. 24 is a diagram for explaining the re-creation of the customer-specific target master. [Figure 25] FIG. 25 is a diagram for explaining a change of a person in charge of a customer. [Figure 26] FIG. 26 is a diagram showing a customer-specific target master created based on the old organization for creating the next fiscal year's budget as of the second half of the current fiscal year. [Figure 27] FIG. 27 is a diagram for explaining changes to the person in charge master. [Figure 28] FIG. 28 is a diagram showing how the previous period hypothetical results are compiled with the changed settings of the person-in-charge master. [Figure 29] FIG. 29 is a diagram for explaining the re-creation of the customer-specific target master. DETAILED DESCRIPTION OF THE INVENTION

[0013] A virtual achievement creation device according to an embodiment of the present invention will be described in detail below with reference to the drawings. However, the present invention is not limited to the following embodiment.

[0014] (Hardware configuration) As shown in FIG. 1, the virtual achievement creation device 1 of this embodiment comprises a storage unit 2, a control unit 3, a communication interface unit 4, and an input / output interface unit 5. An input device 6 and an output device 7 are connected to the input / output interface unit 5. The output device 7 corresponds to a display unit of a monitor device (including a home television), a speaker device, etc. The input device 6 may be a keyboard device, a mouse device, a microphone device, etc., or a monitor device that cooperates with a mouse device to realize a pointing device function. The communication interface unit 4 is connected to a network, for example, a wide area network such as the Internet, or a private network such as a LAN (Local Area Network).

[0015] The storage unit 2 can be, for example, a read-only memory (ROM), a random access memory (RAM), a hard disk drive (HDD), or a solid state drive (SSD). The storage unit 2 stores a virtual actual results creation program that enables well-founded budget creation even in the event of frequent organizational changes. The storage unit 2 also stores a business establishment master 11, a department master 12, an accounting month master 13, a person in charge master 14, a customer master 15, a customer-specific target master 16, and sales data.

[0016] As sales data, at least the sales amount for the previous period is stored for each business establishment, each department, each customer, each accounting year and month, and each person in charge (or each former person in charge).

[0017] (Functional configuration of the virtual performance creation device) Next, the control unit 3 executes the virtual performance creation program stored in the storage unit 2, thereby functioning as an acquisition unit 21, a calculation unit 22, a data generation unit 23, and a display control unit 24, as shown in FIG.

[0018] The acquisition unit 21 acquires the sales amount for each fiscal year and month of the previous fiscal year of the new person in charge of the customer by referring to the memory unit 2, which stores at least the fiscal year and month, the customer, new person information of the new person who has taken over the customer due to an organizational change, organizational information of the new person in charge, and the sales amount for each fiscal year and month of the new person in charge of the customer, in association with each other, based on the fiscal year and month, the customer, the new person information, and the organizational information.

[0019] The calculation unit 22 calculates the total amount of sales for each fiscal year and month of the previous term that has been acquired. Then, the data generation unit 23 generates display data for a budget table that displays the calculated total amount of sales for each fiscal year and month of the previous term as hypothetical actual results for the next term for the new person in charge of the customers for each fiscal year and month.

[0020] In addition, the data generation unit 23 generates display data in which the acquisition unit 21 displays the hypothetical actual amount of the new person in charge of the customer, whose sales amount for each fiscal year and month of the previous fiscal year cannot be acquired, as 0 yen in the budget table.

[0021] Furthermore, the storage unit 2 stores the previous person in charge information of the previous person in charge of the customer, and the sales amount for each fiscal year and month for the previous fiscal year of ...

[0022] The data generation unit 23 generates display data that displays the previous period's actual results, which are the total amount of sales for each fiscal year and month of the previous period for the previous person in question, as the previous person's actual results for each fiscal year and month of the next period, together with the hypothetical actual results, in the budget table.

[0023] Furthermore, the data generating unit 23 adds one year to the fiscal year and month of the total amount, thereby changing the total amount for the previous period to the total amount for the next period and generating display data to be displayed on the budget table.

[0024] (overview) In preparing a budget following organizational changes for the next fiscal year, the virtual actual result creation device 1 of the embodiment calculates virtual actual results by re-aggregating the previous fiscal year's actual results by segment after the change (the smallest unit is by person in charge) as information for the next fiscal year after organizational changes. "Virtual actual results" are the amount of sales predicted for the organization for the next fiscal year, recalculated based on the previous fiscal year's actual results. The virtual actual result creation device 1 of the embodiment can obtain information at a finer granularity, such as by person in charge or by client, based on sales information.

[0025] Fig. 2 is a diagram showing an outline of the operation of the virtual performance record creation device 1 of the embodiment. As shown in Fig. 2, the virtual performance record creation device 1 of the embodiment includes sales data, a business establishment master 11, a department master 12, an accounting month master 13, a person in charge master 14, a customer master 15, and a customer-specific target master 16.

[0026] Information about the organization is stored in the business establishment master 11, department master 12, accounting month master 13, person in charge master 14, and customer master 15. In addition, budget information by customer is stored in the customer-specific target master 16. In addition, sales data indicating the actual sales amount of each person in charge for the previous period is stored as sales data.

[0027] The virtual actual results creation device 1 of the embodiment generates and outputs a customer-specific budget table including "virtual actual results" predicted for each person in charge after organizational changes, based on information about the organization stored in the business establishment master data 11 to the customer master data 15, customer-specific budget information stored in the customer-specific target master data 16, and sales data indicating the actual sales amounts of each person in charge for the previous period. This makes it possible to create and present a well-founded budget even in cases where there are many organizational changes. Furthermore, this customer-specific budget table allows the budget to be confirmed from the perspective of business establishment, department, customer, fiscal year and month, previous person in charge, new person in charge, etc.

[0028] (Generating budget tables by customer) (Registration and utilization background) Generally, organizational changes are announced just before the fiscal year ends, so the next fiscal year's budget is prepared in the second half of the current fiscal year and final adjustments are made to reflect the organizational changes.

[0029] (Expected organizational changes) Figure 3 shows the contents of expected organizational changes. The example in Figure 3(a) is an example in which old organization A is split into new organizations A and B. The example in Figure 3(b) is an example in which old organizations A and B are merged to form new organization C. Figure 3(c) is an example in which person A, who belonged to organization A, is transferred to organization B. This organizational transfer may occur in parallel with the above-mentioned organizational split (Figure 3(a)) and organizational merger (Figure 3(b)). Figure 3(d) is an example in which the person in charge of customer T001 is changed from person A to person B. This change in the person in charge of the customer is often made in conjunction with an organizational transfer (Figure 3(c)).

[0030] (Registration operation) The systems department will set up organizational changes for the next fiscal year based on the post-change organizational information received in the second half of the current fiscal year. As an example, as shown in Figure 4, let's assume that on March 31, 2022, due to an organizational integration, "J1020 Yokohama" is abolished, and from April 1, 2022, "J1010 Tokyo" becomes "J1010 Metropolitan Area." Following this organizational integration, we are currently considering the organizational transfer of the personnel who were previously affiliated with "J1020 Yokohama."

[0031] Due to organizational changes such as organizational mergers, it is necessary to change the various data stored in each of the master data sets 11 to 16. However, the virtual performance data creation device 1 of the embodiment is capable of managing the business establishment master data set 11, department master data set 12, and organization master data set by revision date management. In other words, even when there is an organizational change such as an organizational merger, the virtual performance data creation device 1 of the embodiment can take the revision date into account and use it as key information without changing the business establishment code of the business establishment. Therefore, rather than changing the master data set at the beginning of the period when the organizational change occurs, by preparing the settings in advance, in this example, when the date becomes "April 1, 2022," each of the master data sets 11 to 16 will switch to the new settings, allowing management to continue.

[0032] Specifically, the business operator master 11 in FIG. 4 is an example in which No. 1 "J1010 Tokyo" becomes No. 5 "J1010 Metropolitan Area," resulting in changes to No. 1 to No. 5. In this case, the business operator master 11 is set in advance to change the name of No. 5 "J1010 Tokyo" to "J1010 Metropolitan Area" from April 1, 2022. In addition, for No. 6 "J1020 Yokohama," the abolition date of "March 31, 2022" is registered in advance in the business operator master 11, so that it will be set as unavailable after April 1, 2022 due to the abolition of the organization.

[0033] The department master 12 shown in Figure 5 is an example in which the former Tokyo departments, No. 7 to No. 9, have been set as "Capital Region" departments, as shown in No. 13 to No. 16, and one new "Capital Region" department has been added. Also, since the "J1020 Yokohama" office has been abolished, the department master 12 has also been abolished by entering the abolition date of "March 31, 2022" into "B0201 Yokohama Branch" in No. 17.

[0034] The accounting month master 13 includes the accounting period, accounting month, and start and end dates of each accounting month, as shown in Fig. 6. This accounting month master 13 is used when aggregating sales data for a specified accounting month.

[0035] The person in charge master 14 shown in Figure 7 has the revision date and the department to which each person in charge belongs set. Person in charge transfers are managed based on the revision date. For example, the person in charge of "TA003" in No. 20 has not been transferred to another department, so he is not included in No. 23 to No. 27, which correspond to the revision date of "April 1, 2022."

[0036] In Figure 8, the customer master 15 does not store the "revision date," so it stores the "new person in charge" information along with the "person in charge" information, and this "new person in charge" information is updated and used according to organizational changes. This "new person in charge" information is used to tally up hypothetical results, which will be described later.

[0037] In parallel with these changes to the settings of each master, the on-site staff have not yet obtained information about the organizational change, so in the second half of the current term, they will create the customer-specific target master 16 shown in Figure 9 in the old organization in preparation for creating the next term's budget. In this example, the staff at the Yokohama office will create the customer-specific target master 16 corresponding to next year's budget.

[0038] (Method of calculating results for the previous period) Next, a method for aggregating the results for the previous period will be described. When aggregating the results for the previous period, the acquisition unit 21 aggregates the sales amounts by referencing the sales data using the "office," "department," "customer," and "fiscal year and month" set in the customer-specific target master 16 as keys. As a result, the sales amounts are aggregated by fiscal year and month, and the data generation unit 23 generates the budget table data shown in FIG. 12.

[0039] When the key matching of the accounting year and month is "YYYY (year) / MM (month) / DD (day)", the acquisition unit 21 matches the accounting year and month of the sales data as "YYYY+1" during key matching. In other words, in order to use the sales data as the previous period's actual results, when creating the 2022 budget table, one year is added to the sales data for 2021, and the data is aggregated as sales data for 2022, and matched with the accounting year and month for 2022 in the customer-specific target master 16.

[0040] The acquisition unit 21 also references the customer master 15 shown in Fig. 8 using the "customer" in the customer-specific target master 16 as a key to acquire the "person in charge" and the "new person in charge." The data generation unit 23 generates the budget table data shown in Fig. 12, including the acquired data on the "person in charge" and the "new person in charge."

[0041] If no organizational changes were to occur, these previous period's actual results would function adequately as reference information for creating the next period's budget. However, in reality, due to the following organizational changes that occur, the previous period's actual results cannot be used as is for creating the next period's budget.

[0042] That is, when an organizational change is announced, the head of the field organization and the head of the department make the final adjustments to the budget by changing the person in charge master 14 and / or the customer master 15, checking the hypothetical results of the previous period in the budget table, and making the final adjustments to the customer-specific target master 16, for example, as shown in FIG. 10.

[0043] Also, for example, if the person in charge of "T003" is transferred to "J1030 Osaka," the current customer must be handed over to another person in charge. Therefore, as shown in Figure 11, assuming a change in the person in charge of the customer, a new person in charge is set as the new person in charge in the customer master 15.

[0044] (Method of calculating hypothetical results for the previous period) When the settings of each master are modified in this way in response to organizational changes, hypothetical results (in this case, hypothetical results for the previous period), which are the predicted sales amounts for the changed organization, can be included in the budget table and displayed.

[0045] That is, when compiling the hypothetical results for the previous period, the acquisition unit 21 refers to the customer master 15 using the "business establishment," "department," "customer," and "fiscal year and month" set in the customer-specific target master 16 as keys, as shown in Figure 13, and acquires the new person in charge code of the new person in charge set in the customer master 15 for the customer of the sales data.

[0046] 7 based on the new person in charge code, and acquires the department code that matches the new person in charge code and is associated with the largest revision date of the record. Note that "acquiring the department code associated with the largest revision date of the record" means that when two department codes are associated with the same new person in charge code, the department code associated with the revision date closest to the date the person in charge master 14 was accessed is acquired.

[0047] Furthermore, the acquisition unit 21 refers to the department master 12 shown in Figure 5 based on the acquired department code, and acquires the establishment code of the record whose department code matches and whose revision date in the department master 15 is the largest. Note that "acquiring the establishment code of the record whose revision date in the department master 15 is the largest" means that, when two establishments are associated with the same department code, the establishment code associated with the revision date closest to the date when the department master 15 was referenced is acquired. Furthermore, the department code and establishment code are examples of organizational information.

[0048] The acquisition unit 21 then uses the customer (customer code), the new person in charge of this customer (person in charge code), the department to which the new person belongs (department code), and the business establishment (business establishment code) of the new person as keys to acquire the sales data corresponding to these, as shown in Fig. 13. This makes it possible to acquire the sales amount of the new person in charge for each accounting month and year.

[0049] In addition, when the key matching for the accounting year and month is set to "YYYY (year) / MM (month) / DD (day)", the acquisition unit 21 performs key matching by processing the accounting year and month of the sales data as YYYY+1.

[0050] The calculation unit 22 calculates the total amount of sales of the new person in charge for each acquired accounting year and month. The data generation unit 23 generates display data of a budget table that displays the total amount of sales of the new person in charge for each acquired accounting year and month as hypothetical actual results for the next fiscal year for the new person in charge of customers for each accounting year and month, as shown in Fig. 13 .

[0051] As shown in Figure 13, the display control unit 24 displays the new person in charge's hypothetical actual results for the next fiscal year for the client (previous fiscal year hypothetical actual results in Figure 13) and the old person in charge's actual sales results for the client (previous fiscal year actual results in Figure 13) side by side in the budget table.

[0052] This allows you to display the sales amount predicted for the next fiscal year when organizational changes are made, based on the solid basis of the sales amount of each person in charge in the previous fiscal year. Also, based on the budget table, you can compile hypothetical results for the previous fiscal year for each new person in charge based on their code, or for each department or business location.

[0053] The data generation unit 23 generates display data in which the virtual actual results of a new person in charge of a customer whose sales amount for each fiscal year and month of the previous fiscal year cannot be obtained by the acquisition unit 21 are displayed in the budget table as an amount of 0 yen. As a result, if the results of acquiring organizational information cannot be matched with the new person in charge code linked to the customer master 15 of the customer in the sales data, the virtual actual results are displayed in the schedule table as an amount of "0 yen" as shown in Figure 13.

[0054] Next, after the organizational change is announced, in accordance with the final budget adjustments, the field organization manager or department manager makes changes to the person in charge master 14 and customer master 15, etc., checks the hypothetical results for the previous period in the budget table, and makes final adjustments to the customer-specific target master 16 as shown in Figure 14. Note that the example in Figure 14 is an example of the customer-specific target master 16 that has been recreated based on records whose hypothetical results for the previous period output in No. 67 to No. 72 are not "0 yen."

[0055] (Registration image) Below is an image of the master data correction and customer-specific budget table data output in response to other organizational changes. Figures 15(a) to 15(d) are examples of organizational division and transfer of personnel to different organizations. As an image of the organizational change, as shown in Figure 15(a), as part of the organizational change for April 2022, "J1010 Tokyo" will be split into "J1010 East Tokyo" and "J1015 West Tokyo" as a result of the organizational division. With this organizational division, it will be necessary to consider transferring personnel who belonged to "J1010 Tokyo" to "J1015 West Tokyo."

[0056] As of the second half of the current term, in preparation for creating the budget for the next term, the person in charge at the site creates a customer-specific target master 16 in the old organization, as shown in FIG.

[0057] After the organizational change is announced, in conjunction with the final adjustment of the budget, the head of the field organization or the head of the department changes the person in charge master 14 as shown in Figure 17, checks the hypothetical results of the previous period in the budget table, and makes final adjustments to the customer-specific target master 16.

[0058] As a result, as shown in FIG. 18, the previous period's hypothetical results are tallied based on the changed settings of the person in charge master.

[0059] As a method for adjusting the target master, the customer-specific target master 16 is recreated as shown in FIG. 19 based on the records in which the hypothetical results for the previous period are not 0 yen.

[0060] It is also possible to compile the new person in charge based on the budget table, the previous period's hypothetical results by person in charge based on the code, or the previous period's hypothetical results by department or business location.In addition, in this image of the recreated master by customer target master 16, the target master is recreated based on the records whose previous period's hypothetical results output in No. 37 to No. 40 are not 0 yen.

[0061] Next, if a person in charge is transferred to another organization, the image of the organizational change is that there will be no changes to the organizational division or transfer of the person in charge for the April 2022 organizational change, so no changes will be made to the master data in the system department, as shown in Figures 20(a) to 20(d). In this case, the person in charge on-site will create a customer-specific target master data 16 in the old organization in preparation for creating the next fiscal year's budget in the second half of the current fiscal year, as shown in Figure 21.

[0062] After the announcement of the organizational change, in conjunction with the final adjustment of the budget, the field organization manager or department manager will consider the organizational transfer of the person in charge, as shown in Figure 22. Then, he / she will check the hypothetical results of the previous period in the budget table and make final adjustments to the customer-specific target master 16.

[0063] As a result, as shown in FIG. 23, the previous period's hypothetical results are tallied using the changed settings of the person in charge master.

[0064] Next, regarding the method of adjusting the target master, first, as shown in Figure 24, the customer-specific target master 16 is recreated based on records whose previous period hypothetical results are not 0 yen. New personnel can be identified based on the budget table, and previous period hypothetical results for each personnel can be tallied based on the code, or previous period hypothetical results can be tallied by department or business location. In the image of the recreated customer-specific target master 16, the customer-specific target master 16 is recreated based on records whose previous period hypothetical results are not 0 yen, output in No. 33 to No. 36 shown in Figure 23.

[0065] Next, regarding the change of the person in charge of the customer, the image of the organizational change is that there will be no changes to the organizational division or transfer of the person in charge in preparation for the organizational change in April 2022, so as shown in Figures 25(a) to 25(d), no changes will be made to the master data in the system department. In this case, the person in charge on-site will create a customer-specific target master data 16 in the old organization in preparation for creating the budget for the next fiscal year in the second half of the current fiscal year, as shown in Figure 26.

[0066] After the announcement of the organizational change, in conjunction with the final adjustment of the budget, the field organization manager or department manager will consider the organizational transfer of the person in charge, as shown in Figure 27. Then, he / she will check the hypothetical results of the previous period in the budget table and make the final adjustment of the customer-specific target master 16.

[0067] This allows the virtual performance data for the previous term of the new person in charge to be compiled, as shown in FIG.

[0068] Next, regarding how to adjust the customer-specific target master, first, as shown in Figure 29, recreate the customer-specific target master 16 based on records whose previous period's hypothetical actual results are not 0 yen. It is also possible to tally the new person in charge based on the budget table, and the previous period's hypothetical actual results for each person in charge based on the code, or to tally the previous period's hypothetical actual results by department or business location. The customer-specific target master 16 is recreated based on the records whose previous period's hypothetical actual results are not 0 yen, output in No. 34 and No. 35 shown in Figure 28.

[0069] (Effects of the embodiment) As is clear from the above description, the virtual actual result creation device 1 of the embodiment can acquire and display virtual actual results for each person in charge as the smallest unit, even in multifaceted budget creation.

[0070] In addition, it is possible to retain segments that serve as aggregation keys. This makes it possible to create budgets with a solid basis even when there are frequent organizational changes. This makes it possible to streamline the creation of budget information by department and speed up management decision-making.

[0071] [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 Goals 8 and 9 of the SDGs.

[0072] 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.

[0073] Furthermore, this embodiment can contribute to strengthening control and governance, which can contribute to the achievement of Goal 16 of the SDGs.

[0074] [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.

[0075] 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.

[0076] 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.

[0077] Furthermore, with regard to the virtual track record creation device 1, the components shown in the figures are conceptual functional components, and do not necessarily have to be physically configured as shown in the figures.

[0078] For example, all or any part of the processing functions of the virtual performance creation device 1, particularly the control unit 3 and each processing function performed by the control unit 3, may be realized by a CPU (Central Processing Unit) and a program interpreted and executed by the CPU, or may be realized as hardware using wired logic. The program is recorded on a non-transitory computer-readable recording medium containing programmed instructions for causing an information processing device to execute the processes described in this embodiment, and is mechanically read by the virtual performance creation device 1 as needed. That is, a storage unit such as a ROM or HDD stores a computer program that works in cooperation 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 3.

[0079] In addition, the virtual performance creation program of this virtual performance creation device 1 may be stored in another server device connected to the virtual performance creation device 1 via any network, and all or part of it may be downloaded as needed.

[0080] Furthermore, the virtual performance creation program for executing the processes described in this embodiment may be stored in a non-transitory computer-readable recording medium, or may be 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.

[0081] Furthermore, a "program" is a data processing method written in any language or description method, and does not matter whether it is in the form of source code or binary code. It should be noted 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 working together with a separate program, such as an OS. The specific structure and reading procedure for reading a recording medium in the virtual performance creation device 1 shown in the embodiment, as well as the installation procedure after reading, can use well-known structures and procedures.

[0082] The memory unit 2 is a storage means such as a memory device such as RAM or ROM, a fixed disk device such as a hard disk, a flexible disk, or an optical disk, and stores various programs, tables, databases, and web page files used for various processes and providing websites.

[0083] The virtual achievement creation device 1 may be configured as an information processing device such as a known personal computer or workstation, or may be configured as an information processing device connected to any peripheral device. The information processing device may also be realized by installing software (including programs or data) that realizes the processing described in this embodiment.

[0084] 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 according to 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]

[0085] The present invention is applicable to the budgeting industry in general. [Explanation of symbols]

[0086] 1 Virtual achievement creation device 2 Storage section 3. Control Unit 4. Communication interface section 5 Input / output interface section 6 Input Devices 7 Output Devices 11 Business establishment master 12 Department Master 13 Accounting Month Master 14 Personnel Master 15 Customer Master 16 Customer-specific target master 21 Acquisition Department 22 Calculation section 23 Data Generation Unit 24 Display control unit

Claims

1. An acquisition unit which refers to a staff master in which the staff code of each staff member is stored in association with the department code of the department for which each staff member is responsible, and acquires the department code associated with the same staff code as the new staff member code of a new staff member responsible for a specified customer, refers to a department master in which the department code of each department is stored in association with the business establishment code of each business establishment to which each department belongs, and acquires the business establishment code associated with the department code acquired from the staff master, and also refers to a storage unit in which the sales amount for each fiscal year and month associated with the business establishment code, department code, customer code, and staff code is stored, and acquires the customer code of the customer for which the new staff member is responsible, the new staff code of the new staff member, the department code acquired from the staff master, and the sales amount for each fiscal year and month for a specified period corresponding to the business establishment code acquired from the department master; a calculation unit that calculates the total amount of the sales amount for each fiscal year and month for the acquired predetermined period; a data generating unit that generates display data for a budget table that displays the calculated total amount of sales for each fiscal year and month for a predetermined period as a hypothetical actual result for the predetermined period of the next fiscal year for the customer by the new person in charge, The storage unit stores a former person in charge code of the former person in charge of the customer and the sales amount of the former person in charge by accounting year and month for the predetermined period, The acquisition unit acquires the sales amount for the predetermined period for each fiscal year and month of the previous person in charge by referring to the storage unit based on the fiscal year and month and the previous person in charge code, The calculation unit calculates the total amount of sales for the predetermined period for each fiscal year and month of the acquired former person in charge, the data generation unit generates display data for displaying the actual results, which are the total amount of sales for each fiscal year and month for the specified period of the previous person in charge, as the actual results for each fiscal year and month for the specified period of the next fiscal year for the previous person in charge, together with the hypothetical actual results, on the budget table; A virtual achievement creation device characterized by the above.

2. the data generation unit generates display data in which the acquisition unit displays the hypothetical actual amount of the new person in charge of the customer, for which the sales amount for each accounting year and month for the specified period cannot be acquired, as 0 yen, on the budget table; 2. The virtual achievement creation device according to claim 1, wherein:

3. the data generation unit generates the display data to be displayed on the budget table by changing the total amount for a predetermined period to a total amount for a next fiscal year by adding one year to the fiscal year and month of the total amount; 3. The virtual achievement creation device according to claim 1 or 2, wherein:

4. an acquisition step in which the acquisition unit refers to a person in charge master in which the person in charge code of each person in charge and the department code of the department in which each person in charge are associated and stored, and acquires the department code associated with the same person in charge code as the new person in charge of a specific customer, refers to a department master in which the department code of each department is associated and stored, and acquires the business office code associated with the department code acquired from the person in charge master, and also refers to a storage unit in which the sales amount for each accounting month associated with the business office code, department code, customer code, and person in charge code is stored, and acquires the customer code of the customer in charge of the new person in charge, the new person in charge code of the new person, the department code acquired from the person in charge master, and the sales amount for each accounting month for a specific period corresponding to the business office code acquired from the department master; a calculation step in which a calculation unit calculates a total amount of the sales amount for each fiscal year and month for the acquired predetermined period; a data generating step in which a data generating unit generates display data of a budget table in which the calculated total amount of sales for each fiscal year and month for a predetermined period is displayed for each fiscal year and month as a hypothetical actual result for the predetermined period of the next fiscal year for the customer by the new person in charge, The storage unit stores a former person in charge code of the former person in charge of the customer and the sales amount of the former person in charge by accounting year and month for the predetermined period, In the acquisition step, the sales amount for the predetermined period for each accounting year and month of the previous person in charge is acquired by referring to the storage unit based on the accounting year and month and the previous person in charge code, In the calculation step, a total amount of sales for the predetermined period for each fiscal year and month of the acquired former person in charge is calculated, In the data generation step, display data is generated to display the actual results, which are the total amount of sales for each fiscal year and month for the specified period of the previous person in charge, as the actual results for each fiscal year and month for the specified period of the next fiscal year for the previous person in charge, together with the hypothetical actual results, in the budget table; A virtual achievement creation method for a virtual achievement creation device.

5. Computer, an acquisition unit that refers to a staff master in which the staff code of each staff member and the department code of the department for which each staff member is responsible are stored in association with each other, and acquires the department code associated with the same staff code as the new staff member code of the new staff member responsible for a specific customer; refers to a department master in which the department code of each department is stored in association with the business establishment code of each business establishment to which each department belongs, and acquires the business establishment code associated with the department code acquired from the staff master; and refers to a storage unit in which sales amounts for each fiscal year and month associated with business establishment codes, department codes, customer codes, and staff codes are stored, and acquires the customer code of the customer for which the new staff member is responsible, the new staff code of the new staff member, the department code acquired from the staff master, and the business establishment code acquired from the department master for a specific fiscal year and month for a specific period; a calculation unit that calculates the total amount of the sales amount for each fiscal year and month for the acquired predetermined period; the calculated total amount of sales for each fiscal year and month for a predetermined period is used as a data generating unit to generate display data for a budget table that displays the new person in charge's hypothetical actual results for the predetermined period of the next fiscal year for the customer for each fiscal year and month, The storage unit stores a former person in charge code of the former person in charge of the customer and the sales amount of the former person in charge by accounting year and month for the predetermined period, The acquisition unit acquires the sales amount for the predetermined period for each fiscal year and month of the previous person in charge by referring to the storage unit based on the fiscal year and month and the previous person in charge code, The calculation unit calculates the total amount of sales for the predetermined period for each fiscal year and month of the acquired former person in charge, the data generation unit generates display data for displaying the actual results, which are the total amount of sales for each fiscal year and month for the specified period of the previous person in charge, as the actual results for each fiscal year and month for the specified period of the next fiscal year for the previous person in charge, together with the hypothetical actual results, on the budget table; A virtual achievement creation program featuring.

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