Management method and system for cross-configuration of ship budget

Abstract

Disclosed in the embodiments of the present invention are a management method and system for cross-configuration of ship budget. The system comprises a service functional module, an expense item module, a budget item module, a budget management module, a budget alert and control module, and a budget statistical analysis module. The management solution for cross-configuration of ship budget has the following advantages: 1. a many-to-many association relationship between expense items and budget items is achieved, and cross matching is performed according to using departments and management templates; specifically, a same expense item can be incorporated into budget items of different departments, and classified statistics collection is automatically performed on expenses produced by service modules; 2. on the basis of users and data in an approval process, expenses of each service are automatically categorized into using departments and managing departments, thereby achieving statistics collection in different dimensions and real-time budget alert, and achieving budget management and control from different perspectives.

Description

A method and system for managing cross-configuration ship budgets Technical Field

[0001] This invention relates to the field of ship budget management technology, specifically to a management method and system for cross-configuration ship budgets. Background Technology

[0002] During operation, ships incur various operating costs, such as crew wages, fuel consumption, repairs, maintenance, spare parts and materials, insurance, and inspections. For ships to be managed effectively, budget management is crucial to ensure these operating costs are well controlled. However, this budget management presents several challenges:

[0003] (1) Each shipping company has different budget items and different detailed expense breakdowns;

[0004] (2) The budget is linked to multiple departments, and each department should bear the responsibility for budget control, but the budget form is difficult to reflect these;

[0005] (3) The same expense item may be managed by different responsible departments. For example, the mechanical department and the marine department may both purchase bolt washers. It is difficult to classify the budget sheet properly.

[0006] (4) Budget management is often lagging behind and cannot be linked to daily business operations in real time. Management efficiency is low.

[0007] Existing technologies have not adequately addressed the aforementioned issues, resulting in the following shortcomings in the budget management of ship management systems on the market:

[0008] (1) Due to the diversity of budget items, the same expense may be assigned to different budget items. Therefore, many systems on the market are designed to be manually selected. That is, the budget items and the specific daily business are disconnected. In actual business document operation, it is necessary to manually select which budget item the document belongs to. The operation is complicated and easy to make mistakes, resulting in chaotic management.

[0009] (2) The diversity of budget items and specific business expenses, coupled with different responsible departments, makes it difficult for existing technologies to achieve real-time statistics and risk alerts across different dimensions. Currently available systems on the market have relatively limited statistical dimensions, making it difficult to cover budget management responsibilities effectively and resulting in delayed and incomplete management. Summary of the Invention

[0010] The purpose of this invention is to provide a method and system for managing cross-configuration ship budgets, mainly addressing the following technical problems:

[0011] (i) To solve the problem of flexible configuration and relationship setting of budget items and business expense items, it is necessary to meet the personalized configuration needs of different shipping companies, thereby eliminating the complicated work of manually selecting budget items on the business side and avoiding manual selection errors.

[0012] (ii) To resolve the issue of interdepartmental correlation of budget items, thereby enabling budget management to be carried out separately for different departments, so that each department can compare its budget targets and do a good job in budget management.

[0013] (iii) Set up a budget control reminder mechanism so that when the actual expenses are close to or exceed the budget management threshold, the corresponding reminders or operations can be carried out during the document processing to achieve timely and effective budget control, rather than post-event statistical reminders, thereby further managing the budget.

[0014] To achieve the above objectives, in a first aspect, embodiments of the present invention provide a management system for cross-configuration of ship budgets, comprising:

[0015] The business function module is used to classify the various business types incurred in the ship management system and mark the expense items under each business type;

[0016] The expense category module is used to store the expense categories for each business type after they have been marked.

[0017] The budget item module is used to provide budget items and associate the budget items with the expense items in the expense item module;

[0018] The budget item module also supports users in customizing and adding / modifying budget item names, levels, and the scope of included expense items.

[0019] Furthermore, the business function module includes an approval configuration unit for:

[0020] In the approval workflow configuration, users and their respective departments are categorized.

[0021] Furthermore, as a preferred implementation of this application, the management system includes a budget management module, used for:

[0022] For each budget item, set the user department, management department, budget management objectives, budget management thresholds, and processing mechanisms;

[0023] The budget management thresholds and processing mechanisms include:

[0024] If the budget performance reaches the first threshold, a yellow alert will be issued.

[0025] If the actual budget performance reaches the second threshold, a red alert will be issued.

[0026] If the actual performance exceeds the third threshold, business operations will be restricted.

[0027] First threshold < Second threshold < Third threshold.

[0028] Specifically, the budget management module includes the following settings:

[0029] Departmental units are used to extract the department of the user in the application node from the approval flow and classify and store them.

[0030] The management department unit is used to extract the user's department from the approval flow and categorize and store them.

[0031] Furthermore, as a preferred implementation of this application, the management system further includes a budget reminder and control module, used for:

[0032] According to the budget items, the business expense data is calculated in real time from the business function modules;

[0033] The business expense data includes confirmed business document expenses and business document expenses in the process, with the expenses of business document expenses in the process being estimated based on historical transaction prices.

[0034] The business expense data is compared with the budget management targets. If the business expense data reaches the budget threshold, a reminder or control is issued.

[0035] Furthermore, as a preferred implementation of this application, the management system further includes a budget statistical analysis module, used for:

[0036] Based on the relationship between expense items and budget items, the actual budget performance is automatically calculated;

[0037] The actual budget performance is displayed separately according to the user department and the management department;

[0038] Compare and analyze the actual budget performance against the budget management goals of each department.

[0039] Secondly, embodiments of this application also provide a method for managing cross-configuration vessel budgets, including:

[0040] Classify the various business types incurring expenses in the ship management system, and mark and store the expense items under each business type;

[0041] Provide budget items and associate the budget items with the expense items to obtain the association relationship;

[0042] For each budget item, budget management, budget reminders and control, and budget statistical analysis are carried out; the budget management includes setting the user department, management department, budget management objectives, budget management thresholds and processing mechanisms.

[0043] The advantages of implementing the cross-configuration vessel budget management scheme provided in this embodiment of the invention are as follows:

[0044] 1. It resolves the many-to-many relationship between expense items and budget items, and cross-matches them according to the user department and management template. Specifically, the same expense item can be entered into the budget items of different departments, and the expenses generated by the business modules are automatically classified and statistically analyzed.

[0045] 2. Based on user and approval flow data, the expenses of each business are automatically categorized to the user department and management department, thereby enabling real-time statistics and budget reminders from different dimensions and achieving budget control from different perspectives. Attached Figure Description

[0046] To more clearly illustrate the specific embodiments of the present invention or the technical solutions in the prior art, the accompanying drawings used in the description of the specific embodiments or the prior art will be briefly introduced below.

[0047] Figure 1 is a structural diagram of the management system for cross-configuration ship budgets provided in an embodiment of the present invention;

[0048] Figure 2 is a flowchart of the cross-configuration ship budget management method provided in an embodiment of the present invention. Detailed Implementation

[0049] The technical solutions of the embodiments of the present invention will be clearly and completely described below with reference to the accompanying drawings. Obviously, the described embodiments are only some, not all, of the embodiments of the present invention. Based on the embodiments of the present invention, all other embodiments obtained by those skilled in the art without creative effort are within the scope of protection of the present invention.

[0050] It should be understood that, when used in this specification and the appended claims, the terms "comprising" and "including" indicate the presence of the described features, integrals, steps, operations, elements and / or components, but do not exclude the presence or addition of one or more other features, integrals, steps, operations, elements, components and / or collections thereof.

[0051] Please refer to Figure 1, which is a structural diagram of the management system for cross-configuration vessel budgets provided in an embodiment of the present invention. The management system includes:

[0052] The business function module is used to classify the various business types incurred in the ship management system and mark the expense items under each business type;

[0053] The expense category module is used to store the expense categories for each business type after they have been marked.

[0054] The budget subject module provides budget subjects and associates them with expense subjects in the expense subject module. Furthermore, this budget subject module also supports custom addition / modification of budget subject names, levels, and the scope of expense subjects included.

[0055] The budget management module is used to set the user department, management department, budget management objectives, budget management thresholds, and processing mechanisms for each budget item;

[0056] The budget reminder and control module is used for budget reminders and control.

[0057] The budget statistics and analysis module is used for budget statistics and analysis.

[0058] In practical implementation, an approval configuration unit is set up under the business function module for:

[0059] In the approval workflow configuration, users and their respective departments are categorized.

[0060] In practice, a budget management module is set up, allowing users to assign departments and administrators to each budget item, as well as budget management objectives (such as annual / monthly budget values), budget management thresholds, and processing mechanisms. For example, budget management thresholds and processing mechanisms include: a yellow alert when budget performance reaches 70%; a red alert when budget performance reaches 90%; and restricting operations for that business transaction when budget performance exceeds 120%.

[0061] That is, the budget management module includes:

[0062] Departmental units are used to extract the department of the user in the application node from the approval flow and classify and store them.

[0063] The management department unit is used to extract the user's department from the approval flow and categorize and store them.

[0064] Furthermore, the budget reminder and control module is specifically used for:

[0065] According to the budget items, the business expense data is calculated in real time from the business function modules;

[0066] The business expense data includes confirmed business document expenses and business document expenses in the process, with the expenses of business document expenses in the process being estimated based on historical transaction prices.

[0067] The business expense data is compared with the budget management targets. If the business expense data reaches the budget threshold, a reminder or control is issued.

[0068] Furthermore, the budget statistical analysis module is specifically used for:

[0069] Based on the relationship between expense items and budget items, the actual budget performance is automatically calculated;

[0070] The actual budget performance is displayed separately according to the user department and the management department;

[0071] Compare and analyze the actual budget performance against the budget management goals of each department.

[0072] Based on the same inventive concept, embodiments of the present invention provide a method for managing cross-configuration vessel budgets, as shown in Figure 2. This method includes:

[0073] S1, business type classification, expense item labeling and storage corresponding to business expenses.

[0074] In practice, a business function module and an expense item module are set up. The business function module is used to classify the various expenses incurred in the ship management system, and to mark the expense items under each business type and store them in the expense item module.

[0075] S2, the relationship between budget items and expense items.

[0076] In practice, a budget item module is set up. The system provides some default budget items, which are then associated with the expense items in the business function modules. Furthermore, the budget item module allows users to customize and add / modify budget item names, levels, and the scope of expense items included.

[0077] S3, approval workflow configuration.

[0078] In practice, a budget management module is provided, under which user department units and management department units are set up. By default, in the approval flow of each business function module, the user's department at the application node is classified into the user department unit, and the user's department at the approval node is classified into the management department unit.

[0079] S4 provides budget management, budget reminders and control, and budget statistical analysis for each budget item.

[0080] In practice, a budget management module is set up, allowing users to assign departments and administrators to each budget item, as well as budget management objectives (such as annual / monthly budget values), budget management thresholds, and processing mechanisms. For example, budget management thresholds and processing mechanisms include: a yellow alert is issued when budget performance reaches 70% of the first threshold; a red alert is issued when budget performance reaches 90% of the second threshold; and restrictions are placed on the transaction if budget performance exceeds 120% of the second threshold.

[0081] In practical implementation, a budget reminder and control module is set up. Each business function module, within its specific business process, calculates business expense data in real time according to budget items based on the relationship between expense items and budget items, as well as the system's classification of user and management departments. This data is then compared with budget management targets. When budget thresholds are reached, reminders or controls are triggered in the documents. For example, in the application stage, the applicant is reminded (i.e., a budget threshold reminder for the user department); in the approval stage, the approver is reminded (i.e., a dual reminder of budget thresholds for both the user and management departments).

[0082] In practice, a budget statistics and analysis module is set up. The expense items in the business function module are already linked to the budget items in the budget item module. The system automatically calculates the actual budget performance and displays it separately for each user department and management department. Comparisons are then made against each department's budget management goals. Whether as a user or a manager, users can see their own budget goals and actual budget performance, and view the goals and performance of each specific budget item.

[0083] The advantages of implementing the cross-configuration vessel budget management scheme provided in this embodiment of the invention are as follows:

[0084] 1. It resolves the many-to-many relationship between expense items and budget items, and cross-matches them according to the user department and management template. Specifically, the same expense item can be entered into the budget items of different departments, and the expenses generated by the business modules are automatically classified and statistically analyzed.

[0085] 2. Based on user and approval flow data, the expenses of each business are automatically categorized to the user department and management department, thereby enabling real-time statistics and budget reminders from different dimensions and achieving budget control from different perspectives.

[0086] The above description is merely a specific embodiment of the present invention, but the scope of protection of the present invention is not limited thereto. Any person skilled in the art can easily conceive of various equivalent modifications or substitutions within the technical scope disclosed in the present invention, and these modifications or substitutions should all be covered within the scope of protection of the present invention. Therefore, the scope of protection of the present invention should be determined by the scope of the claims.

Claims

1. A management system for cross-configuration of ship budgets, characterized in that, include: The business function module is used to classify the various business types incurred in the ship management system and mark the expense items under each business type; The expense category module is used to store the expense categories for each business type after they have been marked. The budget item module is used to provide budget items and associate the budget items with the expense items in the expense item module; The budget item module also supports users in customizing and adding / modifying budget item names, levels, and the scope of included expense items.

2. The management system for cross-configuration ship budgets as described in claim 1, characterized in that, The business function module includes an approval configuration unit, used for: In the approval workflow configuration, users and their respective departments are categorized.

3. The management system for cross-configuration ship budgets as described in claim 2, characterized in that, The management system includes a budget management module, used for: For each budget item, set the user department, management department, budget management objectives, budget management thresholds, and processing mechanisms; The budget management thresholds and processing mechanisms include: If the budget performance reaches the first threshold, a yellow alert will be issued. If the actual budget performance reaches the second threshold, a red alert will be issued. If the actual performance exceeds the third threshold, business operations will be restricted. First threshold < Second threshold < Third threshold.

4. The management system for cross-configuration ship budgets as described in claim 3, characterized in that, The budget management module includes: Departmental units are used to extract the department of the user in the application node from the approval flow and classify and store them. The management department unit is used to extract the user's department from the approval flow and categorize and store them.

5. The management system for cross-configuration ship budgets as described in claim 3, characterized in that, The management system also includes a budget reminder and control module, used for: According to the budget items, business expense data is calculated in real time from the business function modules; the business expense data includes the expenses of confirmed business documents and the expenses of business documents in process; wherein, the expenses of business documents in process are calculated based on historical transaction prices; The business expense data is compared with the budget management targets. If the business expense data reaches the budget threshold, a reminder or control is issued.

6. The management system for cross-configuration ship budgets as described in claim 5, characterized in that, The management system also includes a budget statistical analysis module, used for: Based on the relationship between expense items and budget items, the actual budget performance is automatically calculated; The actual budget performance is displayed separately according to the user department and the management department; Compare and analyze the actual budget performance against the budget management goals of each department.

7. A method for managing cross-configuration ship budgets, characterized in that, include: Classify the various business types incurring expenses in the ship management system, and mark and store the expense items under each business type; Provide budget items and associate the budget items with the expense items to obtain the association relationship; For each budget item, budget management, budget reminders and control, and budget statistical analysis are carried out; the budget management includes setting the user department, management department, budget management objectives, budget management thresholds and processing mechanisms.

8. The method for managing cross-configuration vessel budgets as described in claim 7, characterized in that, The budget management thresholds and processing mechanisms include: If the budget performance reaches the first threshold, a yellow alert will be issued. If the actual budget performance reaches the second threshold, a red alert will be issued. If the actual performance exceeds the third threshold, business operations will be restricted. First threshold < Second threshold < Third threshold.

9. The method for managing cross-configuration vessel budgets as described in claim 7, characterized in that, Budget reminders and controls specifically include: Business expense data is calculated in real time according to budget items; the business expense data includes the expenses of confirmed business documents and the expenses of business documents in process; among them, the expenses of business documents in process are calculated based on historical transaction prices; The business expense data is compared with the budget management targets. If the business expense data reaches the budget threshold, a reminder or control is issued.

10. The method for managing cross-configuration vessel budgets as described in claim 7, characterized in that, The budget statistical analysis specifically includes: Based on the relationship between expense items and budget items, the actual budget performance is automatically calculated; The actual budget performance is displayed separately according to the user department and the management department; Compare and analyze the actual budget performance against the budget management goals of each department.

Images