Budget management device, budget management method, and budget management program

Abstract

To provide a forecast versus actual results management apparatus configured to improve the accuracy of cost estimation for repair cases by constructing a mechanism for easily grasping forecast and actual results regarding the repair cases.SOLUTION: A forecast versus actual results management apparatus includes: repair instruction input means which refers, on a repair instruction input screen, for a product to be repaired, to past repair results of repair forecast and actual results data including repair forecasts and repair results on repairing products, displays past repair results of similar past cases, corrects the displayed past repair results, and registers a current repair forecast; repair result registration means which registers, on a registration screen, for the product to be repaired, a current repair result in a storage area; and repair history inquiry means which displays refers, on an inquiry screen, after repairing the product to be repaired, for the product repaired, to the repair forecast and actual results data and displays the repair forecast and the repair result.SELECTED DRAWING: Figure 2

Description

Technical Field

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[0001] The present invention relates to a preliminary estimate management device, a preliminary estimate management method, and a preliminary estimate management program.

Background Art

[0002] For example, in the repair industry related to machinery, at the time of preparing a repair estimate, an estimate (cost estimate) of replacement parts and man-hours is made. Conventionally, as a system for performing preliminary estimate management related to repairs, for example, there is Patent Document 1.

Prior Art Documents

Patent Documents

[0003]

Patent Document 1

Summary of the Invention

Problems to be Solved by the Invention

[0004] However, in the above Patent Document 1, there is no description regarding a mechanism for easily grasping the preliminary estimate related to a repair case.

[0005] The present invention has been made in view of the above, and an object thereof is to provide a preliminary estimate management device, a preliminary estimate management method, and a preliminary estimate management program capable of constructing a mechanism for easily grasping the preliminary estimate related to a repair case and improving the accuracy of cost estimation for repair cases.

Means for Solving the Problems

[0006] To solve the above-mentioned problems and achieve the objective, the present invention provides a planned and actual repair management device comprising a control unit for managing planned and actual repairs of a product, wherein the control unit is configured to access a storage area that stores planned and actual repair data, including planned and actual repair data, relating to the repair of the product, and includes: a repair instruction input means on a repair instruction input screen that, for the product to be repaired, refers to the repair data of the planned and actual repair data to display the repair data of similar past cases, modifies the displayed repair data, and registers the current repair plan in the storage area; a repair record registration means on a registration screen that registers the current repair record for the product to be repaired in the storage area; and a repair history inquiry means that, after the repair of the product to be repaired, refers to the planned and actual repair data to display the repair plan and repair record for the product that was repaired in the current repair on an inquiry screen.

[0007] Furthermore, according to one aspect of the present invention, the inquiry history inquiry means may, on the inquiry screen, refer to the repair schedule and repair results data for the product to be repaired and display the repair schedule and repair results for similar past cases.

[0008] Furthermore, according to one aspect of the present invention, the repair schedule may include planned labor costs and planned material costs, and the repair results may include actual labor costs and actual material costs.

[0009] Furthermore, according to one aspect of the present invention, the repair schedule data may also include: repair instruction data including repair instruction number, business location, instruction date, item, and quantity; repair instruction disbursement details data including repair instruction number, line, item, quantity, unit price, and amount; repair instruction work schedule data including repair instruction number, line, work category, time, unit price, and amount; repair performance data including repair performance number, business location, repair instruction number, performance date, item, quantity, and defect details; repair performance disbursement details data including repair performance number, line, item, quantity, unit price, and amount; and work performance data including work report number, repair instruction number, work date, worker, work category, and time.

[0010] Furthermore, according to one aspect of the present invention, the product may include mechanical products.

[0011] Furthermore, in order to solve the above-mentioned problems and achieve the objectives, the present invention is a method for managing planned and actual results executed by an information processing device equipped with a control unit, wherein the control unit is configured to be able to access a storage area that stores repair plan and actual repair data, including repair plans and actual repair results related to product repairs, and the method is characterized by including: a repair instruction input step executed by the control unit, on a repair instruction input screen, for the product to be repaired, a repair actual repair record registration step, on a registration screen, for the product to be repaired, a repair actual repair record registration step, on a registration screen, for the product to be repaired, a repair history inquiry step, on an inquiry screen, for the product that has been repaired, for the product that has been repaired, a repair plan and repair actual repair record, on an inquiry screen, on the product repaired, on the product repaired, a repair plan and repair actual repair record, on the product repaired.

[0012] Furthermore, according to one aspect of the present invention, a budget management program for execution by an information processing device equipped with a control unit, wherein the control unit is configured to access a storage area that stores repair schedule and repair results data, including repair schedules and repair results related to product repairs, and the program is characterized by executing the following steps: a repair instruction input step on a repair instruction input screen, where, for the product to be repaired, the repair results of similar past cases are displayed by referring to the repair results in the repair schedule and repair results data, and the displayed repair results are corrected to register the current repair schedule in the storage area; a repair results registration step on a registration screen, where the current repair results are registered in the storage area for the product to be repaired; and a repair history inquiry step, after the product to be repaired, where, on an inquiry screen, the repair schedule and repair results are displayed for the product that has been repaired by referring to the repair schedule and repair results data. [Effects of the Invention]

[0013] According to the present invention, it is possible to improve the accuracy of cost estimation for repair projects by constructing a system that allows for easy understanding of the planned vs. actual results for repair projects. [Brief explanation of the drawing]

[0014] [Figure 1] Figure 1 is a block diagram showing an example of the configuration of the budget vs. actuals management device according to this embodiment. [Figure 2] Figure 2 is a diagram illustrating the overall process of the budget vs. actuals management device according to this embodiment. [Figure 3] Figure 3 is a diagram illustrating a specific example of the processing performed by the control unit of the budget management device according to this embodiment. [Figure 4] Figure 4 is a diagram illustrating a specific example of the processing performed by the control unit of the budget management device according to this embodiment. [Figure 5] Figure 5 is a diagram illustrating a specific example of the processing performed by the control unit of the budget management device according to this embodiment. [Figure 6] Figure 6 is a diagram illustrating a specific example of the processing performed by the control unit of the budget management device according to this embodiment. [Figure 7] Figure 7 is a diagram illustrating a specific example of the processing performed by the control unit of the budget management device according to this embodiment. [Figure 8] Figure 8 is a diagram illustrating a specific example of the processing performed by the control unit of the budget management device according to this embodiment. [Figure 9] Figure 9 is a diagram illustrating a specific example of the processing performed by the control unit of the budget management device according to this embodiment. [Figure 10] Figure 10 is a diagram illustrating a specific example of the processing performed by the control unit of the budget management device according to this embodiment. [Figure 11] Figure 11 is a diagram illustrating a specific example of the processing performed by the control unit of the budget management device according to this embodiment. [Modes for carrying out the invention]

[0015] Embodiments of the present invention will be described in detail based on the drawings. Note that the present invention is not limited to these embodiments.

[0016] [1. Overview] For example, in the repair business related to machinery, when making a repair estimate, an estimate of replacement parts and labor hours (cost estimate) is made and the estimate is replied to the sales department. In this case, the accuracy of the cost estimate is poor, and there are cases where the case becomes unprofitable. However, conventionally, there has been no method for easily confirming the predicted and actual results regarding repairs, and in many cases, the actual situation has not been grasped and improvement has not been made.

[0017] Therefore, in this embodiment, a mechanism for easily grasping the predicted and actual results regarding repair cases is constructed, and by visualizing the predicted and actual information, the accuracy of the cost estimate for repair cases is improved.

[0018] The predicted and actual management device of this embodiment can be widely applied when repairing mechanical products and other products that perform a cost estimate at the time of repair request.

[0019] [2. Configuration] An example of the configuration of the predicted and actual management device 100 according to this embodiment will be described with reference to FIG. 1. FIG. 1 is a block diagram showing an example of the configuration of the predicted and actual management device 100.

[0020] The predicted and actual management device 100 is a commercially available desktop personal computer. Note that the predicted and actual management device 100 is not limited to a stationary information processing device such as a desktop personal computer, and may be a portable information processing device such as a commercially available notebook personal computer, PDA (Personal Digital Assistants), smartphone, or tablet personal computer.

[0021] The predicted and actual management device 100 includes a control unit 102, a communication interface unit 104, a storage unit 106, and an input / output interface unit 108. Each unit included in the predicted and actual management device 100 is communicably connected via an arbitrary communication path. <000011 The communication interface unit 104 connects the budget management device 100 to the network 300 via communication devices such as routers and wired or wireless communication lines such as dedicated lines, enabling communication between the network and the network. The communication interface unit 104 has the function of communicating data with other devices via communication lines. Here, the network 300 has the function of connecting the budget management 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).

[0023] The input / output interface unit 108 is connected to an input device 112 and an output device 114. The output device 114 can be a monitor (including a touch panel), a speaker, or a printer. The input device 112 can be a keyboard, a mouse, a microphone, or a monitor that works in conjunction with a mouse to provide pointing device functionality. In the following, the output device 114 may be referred to as the monitor 114 or printer 114, and the input device 112 may be referred to as the keyboard 112 or mouse 112.

[0024] The storage unit 106 stores various databases, tables, and files. The storage unit 106 also stores computer programs that work in cooperation with the OS (Operating System) to issue commands to the CPU (Central Processing Unit) for various processing tasks. 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 also includes a data table 106a.

[0025] Data table 106a is a table for storing various types of data, such as repair instruction data, repair instruction disbursement details data, repair instruction work schedule data, repair results data, repair results disbursement details data, and work results data. The "repair instruction data," "repair instruction disbursement details data," "repair instruction work schedule data," "repair results data," "repair results disbursement details data," and "work results data" are collectively referred to as "repair schedule and actual results data," which shows the schedule (also called "budget" or "target") and actual results related to product repairs.

[0026] Repair instruction data may include repair instruction number, business location, instruction date, item, and quantity. Repair order dispatch details data may include repair order number, line, item number, quantity, unit price, and amount. Repair order work schedule data may include repair order number, line, work category, time, unit price, and amount.

[0027] Repair record data may include repair record number, business location, repair order number, date of completion, item, quantity, and defect details. Repair record disbursement details data may include repair record number, line, item disbursed, quantity, unit price, and amount. Work record data may include work report number, repair order number, work date, worker, work category, time, unit price, and amount.

[0028] The control unit 102 is a CPU or similar component that comprehensively controls the budget management device 100. The control unit 102 has internal memory for storing control programs such as the OS, programs that define various processing procedures, and required data, and executes various information processing based on these stored programs.

[0029] The control unit 102 is configured to access the data table 106a stored in the storage unit 106. Note that the data table 106a may be located elsewhere (for example, on the server 200), as long as the control unit 102 can access it.

[0030] Functionally, the control unit 102 comprises a repair history inquiry unit 102a, a repair instruction input unit 102b, a work performance input unit 102c, a repair performance input unit 102d, and a screen display control unit 102e.

[0031] The repair history inquiry unit 102a displays the repair schedule and repair results for similar past cases on the repair history inquiry screen displayed on the monitor 14, by referring to the repair schedule and repair results data in data table 106a for the product to be repaired (first repair history inquiry process). After the product has been repaired, the repair history inquiry unit 102a displays the repair schedule and repair results for the product that was just repaired on the repair history inquiry screen displayed on the monitor 14, by referring to the repair schedule and repair results data in data table 106a (second repair history inquiry process).

[0032] The repair instruction input unit 102b, for example, on the repair instruction input screen displayed on the monitor 14, displays the repair history of similar past cases in response to the operator's actions, modifies the displayed repair history, and registers the repair schedule (repair instruction data, repair instruction issuance details data, repair instruction work schedule data) in the data table 106a.

[0033] The work performance input unit 102c and the repair performance input unit 102d (repair performance registration means) register the repair performance (repair performance data, repair performance disbursement details data, work performance data) in the data table 106a.

[0034] Specifically, the work performance input unit 102c registers work performance data (daily work report) in the data table 106a each time a repair job is performed, for example, in response to the operator's actions on the work performance input screen displayed on the monitor 14.

[0035] After the repair is completed, the repair record input unit 102d registers the repair record data and repair record disbursement details data into the data table 106a, for example, in response to the operator's actions on the repair record input screen displayed on the monitor 14.

[0036] The screen display control unit 102e controls the display and input of various screens (for example, repair history inquiry screen, work performance input screen, repair performance input screen, etc.) displayed on the monitor 114.

[0037] [3. Specific examples] A specific example of the processing of the control unit 102 of the budget management device 100 in this embodiment will be described with reference to Figures 1 to 11.

[0038] (3-1. Overall Processing) Figure 2 is a diagram illustrating the overall processing of the control unit 102 of the budget-actual management device 100 in this embodiment.

[0039] Referring to Figure 2, the overall processing of the control unit 102 of the budget management device 100 in this embodiment will be explained. (1) When the sales department receives a request from a customer for a repair estimate for a product, it requests a repair estimate from the repair department. (2) The repair department creates a cost estimate (estimate for replacement parts and repair work) and hands it over to the sales department. The repair history inquiry unit 102a executes the first repair history inquiry process (step S1). Specifically, in the first repair history inquiry process, the repair history inquiry unit 102a displays the repair schedule and repair results of similar past cases for the product to be repaired, referring to the repair schedule and repair results data in the data table 106a, according to the operator's operation, on the repair history inquiry screen displayed on the monitor 14. The operator creates a cost estimate that will result in a profit while looking at the repair schedule and repair results of similar past cases.

[0040] Furthermore, the repair department registers replacement parts and work schedules for the product in question. The repair instruction input unit 102b executes the repair instruction input process (step S2). Specifically, in the repair instruction input process, the repair instruction input unit 102b displays, for example, the repair instruction input screen displayed on the monitor 14, the repair history of similar past cases in response to the operator's operation, modifies the displayed repair history, and registers the repair schedule (repair instruction data, repair instruction issuance details data, repair instruction work schedule data) in the data table 106a.

[0041] (3) The sales department presents a quotation to the customer, and (4) upon receiving an order from the customer, requests the repair department to repair the product.

[0042] (5) In the repair department, the repair of the product is started, and the work report is registered and the materials used are registered upon completion of the repair. The work performance input unit 102c executes the work performance input process (step S3). Specifically, in the work performance input process, the work performance input unit 102c registers the work performance data (work report) in the data table 106a each time a repair is performed, for example, according to the operation of the person in charge on the work performance input screen displayed on the monitor 14.

[0043] Furthermore, the repair record input unit 102d executes the repair record input process (step S4). Specifically, in the repair record input process, after the completion of the repair, the repair record input unit 102d registers the repair record data and repair record disbursement details data in the data table 106a, for example, in response to the operator's operation on the repair record input screen displayed on the monitor 14.

[0044] (6) Once the repair work is completed, (7) the repaired product is shipped and the sales department is notified that the repair is complete. (8) The sales department records the sales revenue for the product repair.

[0045] (9) The repair department performs result analysis (repair plan vs. actual management) for product repairs. The repair history inquiry unit 102a executes the second repair history inquiry process (step S5). Specifically, in the second repair history inquiry process, after the product has been repaired, the repair history inquiry unit 102a displays the repair plan and actual repair results for the repaired product on the repair history inquiry screen displayed on the monitor 14, according to the operator's operation, by referring to the repair plan vs. actual repair data in data table 106a.

[0046] (3-2. Sample Data) Figures 3 to 11 are diagrams showing sample data to illustrate a specific example of the processing performed by the control unit 102 of the budget management device 100 in this embodiment. Referring to Figures 3 to 11, a specific example of the processing performed by the control unit 102 of the budget management device 100 in this embodiment will be explained. In the following explanation, all monetary units will be in "yen," and their notation will be omitted.

[0047] (First repair history display process: S1) The details of the first repair history display process will be explained with reference to Figures 3 to 5. The repair history inquiry searches for similar past cases. The repair history inquiry unit 102a, on the repair history inquiry screen displayed on the monitor 14, displays the repair schedule and repair results of similar past cases for the target product, based on the operation of the person in charge, by referring to the repair schedule and repair results data in data table 106a.

[0048] Figure 3 shows an example of the repair schedule and actual data (repair instruction data, repair instruction disbursement details data, repair instruction work schedule data, repair actual data, and repair actual disbursement details data) registered in data table 106a.

[0049] Figure 3(A) shows an example of repair instruction data. The repair instruction data includes the following fields: repair instruction number, business location, instruction date, item, and quantity. The repair instruction number is the key field. In the example shown in the figure, the first row contains the repair instruction number "SS0001", business location "Factory A", instruction date "7 / 1", item "Product A", and quantity "1 piece".

[0050] Figure 3(B) shows an example of repair order dispatch details data. Repair order dispatch details data is estimated data related to material costs and includes the following fields: repair order number, row, item, quantity, unit price, and amount. The repair order number and row are key fields. In the example shown in the figure, the first row is: repair order number "SS0001", row "1", item "Part A", quantity "1", unit price "1,000", and amount "1,000".

[0051] Figure 3(C) shows an example of repair order work schedule data. Repair order work schedule data is scheduled data related to labor costs and includes the following items: repair order number, row, work category, time, unit price, and amount. The repair order number and row are key items. In the example shown in the figure, the first row is: repair order number "SS0001", row "1", work category "Work A", time "2h", unit price "1,000", and amount "2,000".

[0052] Figure 3(D) shows an example of repair record data. The repair record data includes the following fields: repair record number, business location, repair instruction number, date of completion, item, quantity, and defect description. The repair record number is the key field. In the example shown in the figure, the first row contains: repair record number "SZ0001", business location "Factory A", repair instruction number "SS0001", date of completion "7 / 20", item "Product A", quantity "1 piece", and defect description "deformation".

[0053] Figure 3(E) shows an example of repair record disbursement details data. Repair record disbursement details data is actual data related to material costs and includes the following fields: repair record number, row, disbursed item, quantity, unit price, and amount. The repair record number and row are key fields. In the example shown in the figure, the first row contains the repair record number "SZ0001", row "1", disbursed item "Part A", quantity "0 pieces", unit price "1,000", and amount "0".

[0054] Figure 3(F) shows an example of work performance data. Work performance data is actual data related to labor costs and includes the following items: work report number, repair order number, work date, worker, work category, time, unit price, and amount. The work report number is the key item. In the example shown in the figure, the first row contains: work report number "SN0001", repair order number "SZ0001", work date "7 / 19", worker "Worker A", work category "Work A", time "1h", unit price "1,000", and amount "1,000".

[0055] Figures 4 and 5 show examples of the repair history inquiry screen; Figure 4 shows the first screen (main screen), and Figure 5 shows the detailed screen. The first screen allows for content inquiry and planned / actual comparison on a repair instruction number basis. The second screen is launched by double-clicking a selected row from the first screen. It allows for the confirmation of planned / actual differences in materials used and work hours by work category on a repair instruction number basis.

[0056] The first screen shown in Figure 4 includes a search criteria area for specifying search conditions such as business location, product number, repair date, repair instruction number, and defect details (checkboxes for specifying deformation, cracks, wear, etc.), a query result display area for displaying query results that match the search conditions, and an execution button (not shown).

[0057] The inquiry results display area shows data such as repair instruction number, repair record number, product code, product name, repair date, estimated material cost (= total amount of items issued in the repair instruction disbursement details data), estimated labor cost (= total amount of work in the repair instruction work schedule data), estimated cost (= estimated material cost + estimated labor cost), actual cost (= total amount of items issued in the repair record disbursement details data + total amount of work in the work record data), amount difference (= actual cost - estimated cost), and defect details (deformation, crack, friction, disconnection, etc.).

[0058] When you enter search criteria in the search criteria area and press the execute button (not shown), the repair schedule and actual repair data in data table 106a is referenced and the corresponding query results are displayed.

[0059] You can search for repair services by specifying the product number of the item being repaired in the search criteria area. You can also search by specifying the nature of the defect.

[0060] In the example shown in Figure 4, when the target product "H00001:Product A" is selected and the execute button is pressed, the repair schedule data shown in Figure 3 is referenced using "H00001:Product A" as the key, and data like the first row of the inquiry result display area is displayed. Note that in Figure 3, the repair schedule data for repair record number "SZ0011" is not shown, but here we will explain assuming that the repair schedule data necessary to display data like the second row of the inquiry result display area is registered in data table 106a.

[0061] Here, the planned material cost is "5,500 (=1,000 + 4,000 + 500)", the planned labor cost is "3,200 (=2,000 + 1,000)", the planned cost is "8,700 (=5,500 + 3,200)", the actual cost is "11,800 (=4,000 + 1,000 + 3,000 + 1,000 + 1,000 + 600 + 1,200)", the monetary variance is "3,100 (=11,800 - 8,700)", and the defect is "deformation".

[0062] Double-clicking the corresponding row in the results display area will take you to a second screen, as shown in Figure 5, where you can view the detailed contents (breakdown). Figure 5 shows the case where the first row is selected in the query results display area of ​​Figure 4.

[0063] The second screen includes a materials budget variance area that displays the budget variance for materials costs and a work plan variance area that displays the budget variance for labor costs.

[0064] The material budget / actual variance area references repair order issuance details data and repair actual issuance details data, displaying the product, planned quantity used, planned amount, actual quantity, actual amount, variance quantity, amount variance, and total.

[0065] The work plan / actual variance area references repair instruction work plan data and repair actual data, and displays the product, work content, planned man-hours, planned cost, actual man-hours, actual cost, man-hour variance, cost variance, and the total.

[0066] By searching and reviewing similar past cases, we aim to improve the accuracy of the current estimate. Furthermore, as explained below, it is possible to reference and retrieve past performance data (repair history information) when entering repair instructions. The person in charge analyzes past budgets and actuals while viewing the first and second screens to create a cost estimate that ensures profitability.

[0067] (Repair instruction input process: S2) The details of the repair instruction input process will be explained with reference to Figures 6 and 7. During repair instruction input, the scheduled work time and replacement parts are registered. For the product to be repaired, the repair instruction input unit 102b displays the repair history of similar past cases in response to the operator's actions on the repair instruction input screen displayed on the monitor 14, corrects the displayed repair history, and registers the repair schedule (repair instruction data, repair instruction issuance details data, repair instruction work schedule data) in the data table 106a.

[0068] Figure 6(A) shows an example of repair performance data. Figure 6(B) shows an example of repair performance disbursement details data. Figure 6(c) shows an example of work performance data. The data shown in Figure 6 is the same as in Figure 3.

[0069] Figure 7(A) shows an example of the repair instruction input screen before the change, Figure 7(B) shows an example of the repair instruction input screen before the change, and Figures 7(C), (D), and (E) show examples of the repair instruction data, repair instruction disbursement details data, and repair instruction work schedule data that will be registered this time.

[0070] On the repair instruction input screen, past records are copied, the content is modified (including revisions), and the schedule is registered. In Figure 7(A), the repair instruction input screen includes a field for entering the repair record number, input areas for entering the business location, instruction date, work start date, work deadline, and number of orders, a work schedule input area for entering the work schedule, a disbursement details input area for entering disbursement details, a total area displaying the planned labor cost (total amount of the work schedule), the planned material cost (total amount of the disbursement details), and the planned cost (planned labor cost + planned accommodation expenses), and a registration button (not shown). By entering the repair record number, past records can be copied and retrieved. For example, the person in charge can find the relevant repair record number on the repair history inquiry screen of the first repair history inquiry process S1 described above. The repair instruction number is automatically assigned at the time of registration.

[0071] The work schedule input area includes fields for work content, work time, unit price, and total amount. The disbursement details input area includes fields for parts, quantity disbursed, unit price, and total amount.

[0072] When a repair record number is entered, the repair record data, repair record disbursement details data, and work record data from data table 106a are read using the repair record number as the key and displayed (copied) in the work schedule input area and the disbursement details input area.

[0073] The example shown in Figure 7(A) illustrates the case where repair record number "SZ0001" is specified, and the repair record data, repair record disbursement details data, and work record data from Figure 6 are retrieved and displayed.

[0074] The person in charge enters data for the current case in the input area. Then, in the work schedule input area and the disbursement details input area, they reflect the details of the current case while referring to past performance (and make corrections as necessary). Figure 7(B) shows the repair instruction input screen after the person in charge has made changes, and the data in the work schedule input area and the disbursement details input area has been changed (the amount has increased). When the registration button (not shown) is pressed, the repair instruction data, repair instruction disbursement details data, and repair instruction work schedule data corresponding to the input on the screen are registered in data table 106a.

[0075] In the example screen shown in Figure 7(B), pressing the registration button registers the repair instruction data shown in Figure 7(C), the repair instruction issuance details data shown in Figure 7(D), and the repair instruction work schedule data shown in Figure 7(E) into data table 106a. In the examples shown in Figures 7(C) to (E), the repair instruction number "SS0100" is newly assigned automatically.

[0076] (Work performance input processing: S3) Refer to Figure 8 to explain the details of the work performance input process. On the work performance input screen, the work report is entered and registered for the repair instruction number. The work performance input unit 102c registers the work performance data (work report) in the data table 106a each time a repair is performed, for example, according to the operation of the person in charge on the work performance input screen displayed on the monitor 114.

[0077] Figure 8(A) shows an example of work performance data registered in data table 106a, and Figures 8(B) and (C) show examples of the work performance input screen. The work performance input screen includes input fields for work report number, business location, work date, worker, repair order number, work category, and work time, as well as a registration button (not shown). When data is entered in the input fields and the registration button is pressed, work performance data corresponding to the input content is registered. For example, in the example shown in Figure 8, when the registration button is pressed on the work performance input screen in Figure 8(B), work performance data like the first row in Figure 8(A) is registered. Also, when the registration button is pressed on the work performance input screen in Figure 8(C), work performance data like the second row in Figure 8(A) is registered.

[0078] (Repair record entry process: S4) Referring to Figure 9, a specific example of the repair record input process will be explained. On the repair record input screen, the repair record is registered (registration of materials used) for the repair instruction number. After the repair is completed, the repair record input unit 102d registers the repair record data and repair record disbursement details data in the data table 106a, for example, according to the operator's operation on the repair record input screen displayed on the monitor 14.

[0079] Figure 9(A) shows an example of the repair record input screen, and Figures 9(B) and (C) show examples of repair record data and repair record disbursement details data registered in data table 106a.

[0080] As shown in Figure 9(A), the repair record input screen includes an input area for entering the repair instruction number, business location, repair date, part number, number of items, and defect details (selecting deformation / breakage, crack / chip, wear, etc. using checkboxes), an issue details input area for entering issue details, and a registration button (not shown). The repair record number is automatically assigned at the time of registration. When data is entered on the screen and the registration button is pressed, the repair record data and repair record issue details data corresponding to the entered information are registered in data table 106a.

[0081] When a repair instruction number is entered, the repair instruction disbursement details data from data table 106a is read using the repair instruction number as the key and initially displayed in the disbursement details input area. In the example shown in Figure 9(A), the repair instruction number "SZ0100" is specified, and the repair instruction disbursement details data from Figure 7(D) is read and initially displayed in the disbursement details input area. This is done to facilitate the input of actual data by initially displaying the scheduled data.

[0082] The disbursement details are modified based on actual figures in the disbursement details input area. In the example shown in Figure 9(A), part F has been added.

[0083] For example, in the example shown in Figure 9, when the registration button is pressed on the work performance input screen (after modification) in Figure 9(A), repair performance data and repair performance disbursement details data, as shown in Figures 9(B) and (C), are registered in data table 106a. In the examples shown in Figures 9(B) and (C), a new repair performance number "SZ0100" is automatically assigned.

[0084] (Second repair history inquiry process: S5) The details of the second repair history inquiry process will be explained with reference to Figures 10 and 11. On the repair history inquiry screen, a planned vs. actual analysis is performed for the current repair. After the product has been repaired, the repair history inquiry unit 102a displays the repair plan and repair actual for the repaired product on the repair history inquiry screen displayed on the monitor 14, in accordance with the operator's operation, by referring to the repair plan and actual data in data table 106a.

[0085] Figure 10 shows an example of the first screen of the repair history inquiry screen, and Figure 11 shows an example of the second screen of the repair history inquiry screen.

[0086] On the first screen in Figure 10, enter the part number "H00001: Product A" and press the unshown execute button. Using "H00001: Product A" as the key, the repair schedule and actual repair data will be referenced, and the data shown in the figure will be displayed in the results display area. The current repair schedule and actual repair data will be added (reflected) in the third row. Selecting the third row will display the second screen, which contains a detailed breakdown, as shown in Figure 11. Perform a budget vs. actual analysis of the current repair by reviewing the inquiry results from the first and second screens. The current amount difference is "-700", resulting in a surplus. This can be used to improve the accuracy of estimates by inquiring and performing a variance analysis when making the next estimate.

[0087] As described above, according to this embodiment, the repair instruction input screen includes a repair instruction input unit 102b that, for the product to be repaired, refers to the repair results of the repair schedule data registered in the data table 106a, displays the repair results of similar past cases, modifies the displayed repair results, and registers the current repair schedule in the storage area; the registration screen includes a work results input unit 102c and a repair results input unit 102d that register the current repair results for the product to be repaired in the data table 106a; and after the product to be repaired, the inquiry screen includes a repair history inquiry unit 102a that, after the product has been repaired, refers to the repair schedule data for the product that has been repaired, and displays the repair schedule and repair results. This makes it possible to construct a system that allows for easy understanding of planned vs. actual results for repair cases and improves the accuracy of cost estimation for repair cases.

[0088] [4. Contribution to the United Nations-led Sustainable Development Goals (SDGs)] This embodiment can contribute to improving operational efficiency and promoting appropriate management decisions by companies, thereby contributing to SDGs Goals 8 and 9.

[0089] Furthermore, this embodiment can contribute to reducing waste and promoting paperless and digital processes, thereby contributing to SDGs Goals 12, 13, and 15.

[0090] Furthermore, this embodiment can contribute to strengthening control and governance, thereby enabling contributions to SDG Goal 16.

[0091] [5. Other Embodiments] In addition to the embodiments described above, the present invention may be implemented in various different embodiments within the scope of the technical idea described in the claims.

[0092] 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 by known methods.

[0093] Furthermore, the processing procedures, control procedures, specific names, information including parameters such as registration data and search conditions for each process, screen examples, and database configuration shown in this specification and in the drawings may be changed at will unless otherwise specified.

[0094] Furthermore, with respect to the budget management device 100, each component shown in the diagram is a functional concept and does not necessarily need to be physically configured as shown.

[0095] For example, the processing functions of the budget management device 100, particularly those performed in the control unit, may be implemented in whole or in part by a CPU and a program interpreted and executed by the CPU, or they may be implemented as wired logic hardware. The program is recorded on a non-temporary computer-readable recording medium containing programmed instructions for the information processing device to execute the processing described in this embodiment, and is mechanically read by the budget management device 100 as needed. That is, a storage unit such as ROM or HDD (Hard Disk Drive) contains a computer program that works in cooperation with the OS to give 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 constitute the control unit.

[0096] Furthermore, this computer program may be stored on an application program server connected to the budget management device 100 via any network, and it is possible to download all or part of it as needed.

[0097] Furthermore, the program for executing the processing described in this embodiment may be stored on a non-temporary computer-readable recording medium, or it may be configured as a program product. Here, "recording medium" includes any "portable physical medium" such as memory cards, USB (Universal Serial Bus) memory, SD (Secure Digital) cards, flexible disks, magneto-optical disks, ROMs, EPROMs (Erasable Programmable Read Only Memory), EEPROMs (Registered Trademark) (Electrically Erasable and Programmable Read Only Memory), CD-ROMs (Compact Disk Read Only Memory), MOs (Magneto-Optical disks), DVDs (Digital Versatile Disks), and Blu-ray (Registered Trademark) Discs.

[0098] Furthermore, "program" refers to a data processing method described in any language or writing method, regardless of its format, such as source code or binary code. Note that "program" is not necessarily limited to a single, monolithic structure; it also includes distributed structures consisting of multiple modules or libraries, and those that work in cooperation with other programs, such as an operating system, to achieve their functions. Regarding the specific configuration and reading procedures for reading the recording medium in each device shown in the embodiments, as well as the installation procedures after reading, well-known configurations and procedures can be used.

[0099] The various databases stored in the memory unit are storage means such as RAM, ROM, other memory devices, hard disks, flexible disks, and optical disks, and store various programs, tables, databases, and web page files used for various processes and website provision.

[0100] Furthermore, the budget management device 100 may be configured as a known personal computer or workstation or other information processing device, or as an information processing device to which any peripheral devices are connected. Alternatively, the budget management device 100 may be implemented by installing software (including programs or data, etc.) that realizes the processing described in this embodiment on the device.

[0101] Furthermore, the specific forms of distribution and integration of the devices are not limited to those shown in the illustration, 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 embodiments described above may be implemented in any combination, or the embodiments may be implemented selectively. [Explanation of symbols]

[0102] 100 Forecast and actual management device 102 Control Unit 102a Repair History Inquiry Section 102b Repair Instruction Input Section 102c Work Performance Input Section 102d Repair Record Input Section 102e Screen display control unit 104 Communication Interface Section 106 Storage section 106a Data Table 108 Input / Output Interface Section 112 Input device 114 Output device 200 servers 300 Networks

Claims

1. A control unit is provided for managing the planned and actual repairs of a product, and the planned and actual repairs are performed by a planned and actual repair management device, The control unit, It is configured to allow access to a storage area that stores repair schedule and repair record data, including repair schedules and repair records related to product repairs. On the repair instruction input screen, the repair instruction input means, in response to the operator's operation, displays the repair history of past cases for the product to be repaired by referring to the repair history data of the scheduled repairs, and the operator modifies the displayed repair history while viewing the past repair history of the product, and registers the current repair schedule in the storage area. On the registration screen, a repair record registration means is provided to register the repair record for the product to be repaired in the aforementioned storage area, After the repair of the product to be repaired, a repair history inquiry means displays the repair schedule and repair results for the product that was just repaired, by referring to the aforementioned repair schedule and repair results data, on the inquiry screen. A budget vs. actual management device characterized by being equipped with the following features.

2. The repair history inquiry means is characterized in that, on the inquiry screen, it displays the repair schedule and repair results for past cases of the product to be repaired, by referring to the repair schedule and repair results data.

3. The budget management device according to claim 1, characterized in that the aforementioned repair schedule includes planned labor costs and planned material costs, and the aforementioned repair results include actual labor costs and actual material costs.

4. The aforementioned data on planned repairs is, Repair order data including repair order number, business location, order date, item, and quantity, Repair order dispatch details data including repair order number, line, item number, quantity, unit price, and amount, Repair instruction work schedule data including repair instruction number, line, work category, time, unit price, and amount, Repair record data including repair record number, business location, repair order number, date of service, item, quantity, and details of the defect, Repair record disbursement details data including repair record number, line, item number, quantity, unit price, and amount, Work performance data including work report number, repair order number, work date, worker, work category, and time, The budget management device according to claim 3, characterized by including the following:

5. The budget management device according to any one of claims 1 to 4, characterized in that the product includes a mechanical product.

6. A budget vs. actual management method executed by an information processing device equipped with a control unit, The control unit, It is configured to allow access to a storage area that stores repair schedule and repair record data, including repair schedules and repair records related to product repairs. The control unit is executed as follows: In the repair instruction input screen, the repair instruction input process involves, in response to the operator's operation, referring to the repair history data of the scheduled repairs for the product to be repaired, displaying the repair history of past cases for that product, and the operator modifying the displayed repair history while viewing the past repair history of that product, and registering the current repair schedule in the memory area. On the registration screen, the repair record registration process involves registering the repair record for the product to be repaired in the aforementioned storage area, After the repair of the product to be repaired, the repair history inquiry process displays the repair schedule and repair results for the product that was just repaired, by referring to the aforementioned repair schedule and repair results data on the inquiry screen. A method for managing budgets and actual results, characterized by including the following:

7. A budget vs. actuals management program to be executed by an information processing device equipped with a control unit, The control unit, It is configured to allow access to a storage area that stores repair schedule and repair record data, including repair schedules and repair records related to product repairs. The control unit is executed as follows: In the repair instruction input screen, the repair instruction input process involves, in response to the operator's operation, referring to the repair history data of the scheduled repairs for the product to be repaired, displaying the repair history of past cases for that product, and the operator modifying the displayed repair history while viewing the past repair history of that product, and registering the current repair schedule in the memory area. On the registration screen, the repair record registration process involves registering the repair record for the product to be repaired in the aforementioned storage area, After the repair of the product to be repaired, the repair history inquiry process displays the repair schedule and repair results for the product that was just repaired, by referring to the aforementioned repair schedule and repair results data on the inquiry screen. A budget and performance management program for executing this process.

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