JP2004192169A - Business support system - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To support a business activity by setting a production plan capable of shortening the delivery date, with respect to a product laid in an inquiry state, while reducing the risk of excess part order. <P>SOLUTION: An acceptance device 100 accepts order receipt/inquiry information from a terminal possessed by an agent. The acceptance device transmits the information to a production planning device 200 via a network. The production planning device 200 sets the production plan of each product in reference to master data registered from each department through a backbone system 300. At this time, the sharing property of parts between different products is considered to suppress the excess order of parts. The ordering timing is set so as to be as late as possible while considering the period required for the production of each product. The production planning device 200 presents the thus-set production plan to the terminal through the acceptance device 100, whereby the business activity is supported. <P>COPYRIGHT: (C)2004,JPO&NCIPI

Description

[0001]
TECHNICAL FIELD OF THE INVENTION
The present invention relates to a production apparatus for setting a production plan for a product in an inquiry state before an order is confirmed, and a sales support method for supporting sales of a product based on the set production plan.
[0002]
[Prior art]
In general, there is a stage called inquiry for various products that are made to order. An inquiry refers to a stage in which a sales representative receives a candidate or a job offer regarding product specifications, etc. from a customer in a sales activity.It is relatively likely that an order will be received, but it has not yet been confirmed. To tell. Therefore, if production of a product is started in an inquiry state, an order may not be received and a loss may occur. Expenses that can lead to loss are called remaining inventory and are an indicator of risk. In order to reduce such a risk, for example, if the production is started after the order has been confirmed, another problem that the delivery time becomes longer occurs, which may cause another company to take the order.
[0003]
Against this background, it is desired to establish a production planning method that reduces the risk of loss while shortening the delivery time by starting production in an inquiry state. As one of such techniques, for example, a technique described in Patent Document 1 is cited. This technology discloses a system in which, for a product having various options, in an inquiry state, only common parts that do not depend on options are arranged in advance, and after an order is confirmed, parts related to options are ordered.
[0004]
[Patent Document 1]
JP-A-7-175157
[0005]
[Problems to be solved by the invention]
However, the prior art is a technology for a single type of product, and a production plan is performed for each product even when a common part is used between different products. In recent years, along with the diversification of product specifications, the range of options has expanded, and the ratio of common parts in products has relatively decreased, and the effect of pre-ordering only common parts has become insufficient. Was. As described above, the production plan according to the related art still has room for improving risk reduction and shortening the delivery time. An object of the present invention is to provide a technique for achieving these improvements.
[0006]
[Means for Solving the Problems]
In the present invention, at least a part of the above-mentioned problems is solved by a production planning device that performs production planning for a plurality of types of products. The production planning apparatus according to the present invention first inputs the number of products to be planned, and calculates the required number of parts to be used for each product based on the number of products. These parts include parts commonly used between different products (hereinafter, referred to as common parts). The production planning device sets the maximum value of the calculated required number as the order quantity for the common parts. By doing so, the production planning device of the present invention can set a production plan between different types of products in consideration of the commonality of parts. The commonly used parts are set at the required maximum value, so that no shortage occurs when any product is manufactured. In addition, an excessive order can be suppressed.
[0007]
The type and required number of common parts can be easily specified, for example, by preparing in advance a database storing the types and quantities of required parts for each product. The order quantity is sufficient if at least the maximum value of the required number is secured.For example, in the case of a highly versatile part, the order quantity may be set within the range of the maximum value or more in order to obtain a price reduction effect. Good. In addition, when there is a restriction on the orderable quantity such as an order in lot units, the order quantity may be set in a range equal to or larger than the maximum value while taking this restriction into consideration.
[0008]
The production planning device of the present invention may further have a function of setting the order timing and quantity plan of each part in the following procedure. First, based on the period required for processing of each product, the ordering time and required number of each part are set for each product. Next, for the common parts, the number of orders at each ordering time is set. In this case, the maximum value of the required number required for each product at each ordering time is secured, and the total number of orders is suppressed to the order amount described above. By doing so, it is possible to order common parts without affecting the delivery date of each product.
[0009]
For example, a case is considered where one common part a is used for the product A and two for the product B. The order quantity of the common part a is set to the required number of two for the product B. However, if the product A requires the common part a earlier in the production plan, first, one order is placed at the time when the product A is required. Thereafter, when required for the product B, the remaining one is ordered. By doing so, it is possible to comply with both the production plans of the products A and B while limiting the order quantity of the common part a to the required number of the products B.
[0010]
For example, the setting of the ordering time and the required number of parts for each product can be realized by using a database in advance of a processing plan and an ordering plan in a time span for each product and referring to this. When a target delivery date is set for a product, a plan such as order timing may be set so that production is completed in this delivery date. When the delivery date is not set, a plan may be set so as to be the shortest delivery date.
[0011]
In the production planning device of the present invention, the production plan of the product set based on the order quantity of parts may be stored in association with the passage of time. This production plan does not necessarily have to be set by the production planning device itself, and may be set independently by the operator, or may be a plan set by the production planning device corrected by the operator. Is also good. The production planning device acquires the current status of the production plan, that is, the order of parts and the processing status of the product, and outputs a warning for complying with the production plan when the production plan is out of the production plan. With these warnings, manufacturing can be performed according to the production plan, and the risk can be reduced while ensuring the delivery date. This warning may include a warning indicating that it is later than the production plan, as well as a warning indicating that it is earlier than the production plan. The latter warning is useful from the viewpoint of controlling the remaining amount of the shelf.
[0012]
In the production planning device of the present invention, it is possible to input a classification between an inquiry state before an order is confirmed and an order confirmation for each product, and set the order quantity and order time of parts for the products in the inquiry state. It may be a thing. For products for which orders have been confirmed, it is not necessary to consider the commonality of parts with other products, etc., and by excluding these products, it is possible to improve planning accuracy for products in the inquiry state. In consideration of the possibility that the order will be canceled after the order is confirmed, it is also possible to make a plan that includes products for which the order has been confirmed.
[0013]
The production planning device of the present invention may be used in combination with a predetermined terminal device. Examples of such a terminal device include a mobile phone, a PDA, and a portable personal computer capable of browsing information such as an email and a Web page. From the viewpoint of convenience, a terminal having a wireless communication function is particularly preferable. Is preferred. The production planning device receives a display request for the setting result of the order quantity from these terminal devices, and presents the setting result. By presenting such information, it is possible to support the activity of the user of the terminal device, for example, the person in charge of sales of the product. It is also preferable that input such as product inquiry information can be received from the terminal device.
[0014]
The information presentation form may be, for example, an electronic mail or a Web page. The format may be such that browsing is performed using a unique viewer. In any case, it is preferable to provide security for avoiding information leakage during communication between the production planning device and the terminal device.
[0015]
Various information can be presented from the production planning device to the terminal device. If the production planning device has a function to set parts ordering time, product manufacturing start time, product deliverable time, etc. based on the number of units produced and the order quantity, the results of these settings are also stored in the terminal device. It may be presentable. If a function is provided for setting the required expenses for each period based on the production volume and the order quantity, the results of these settings may be presented.
[0016]
The present invention can be configured not only in the aspect as the production planning apparatus described above but also in various aspects. For example, you may comprise as a sales support system comprised using the above-mentioned production planning apparatus and terminal device. Further, a sales support method for supporting a user of a terminal device, that is, a sales representative, may be configured using such a sales support system. Further, the production planning device and the terminal device may be respectively configured as a computer program for realizing the above-described functions, and a computer-readable recording medium storing the computer program. Examples of the recording medium include a flexible disk, a CD-ROM, a magneto-optical disk, an IC card, a ROM cartridge, a punched card, a printed matter on which a code such as a barcode is printed, an internal storage device of a computer (a memory such as a RAM or a ROM), and the like. Various computer-readable media such as an external storage device can be used.
[0017]
BEST MODE FOR CARRYING OUT THE INVENTION
An embodiment of the present invention will be described in the following order based on an example of supporting a business activity of selling an automatic teller machine to a customer such as a financial institution.
A. Products:
B. System configuration:
C. Sales support processing:
C1. Input interface:
C2. Production simulation:
C3. Alert processing:
C4. Various outputs:
D. Modification:
[0018]
A. Products:
FIG. 1 is an explanatory diagram showing a target product of a sales activity. The target product is a cash automatic transaction device that is installed in a financial institution such as a bank and performs cash deposit / withdrawal and other transactions based on a user operation. A perspective view of the automatic teller machine is shown below the figure. The automatic teller machine has various units incorporated in a housing, as indicated by broken lines in the figure, and various functions can be realized by selecting the units. For example, as shown as "Configuration 01" in the upper part of the figure, if units such as a cash depositing / dispensing device main body and a bill depositing / dispensing mechanism are incorporated, a device capable of depositing and dispensing bills is configured. As shown in "Configuration 02", if units such as the cash dispensing device main body and the bill dispensing mechanism are incorporated, a device capable of only dispensing bills is configured. In the following description, such a combination of units incorporated in the device will be referred to as a “configuration”. The automatic teller machine is not limited to the example illustrated here, and various configurations can be realized.
[0019]
In the sales activities of the automatic teller machine, the sales person sets various configurations and the number of units by meeting with the customer. In the inquiry state before the order is confirmed, there are some candidates for the configuration and the number of units. Assuming that the example in the drawing is in the inquiry state, the order may be determined in the form of “10 configuration 01” or may be determined in the form of “15 configuration 02”. Further, the determination may be made in a form in which the two configurations are mixed, such as “5 configuration 01 and 10 configuration 02”.
[0020]
B. System configuration:
FIG. 2 is an explanatory diagram illustrating a schematic configuration of a sales support system as an embodiment. The sales support system receives inquiry information such as the configuration and the number of units described in FIG. 1 from a terminal device possessed by a sales representative, performs a production simulation, sets a production plan, and sets a material cost, a processing cost, and a shortest delivery time. And other information to the sales representative. In addition, a warning is issued so that the production plan is adhered to, and various statistics relating to business activities are output.
[0021]
As a terminal device used by the salesperson, for example, a mobile phone CP, a portable information terminal PDA, a notebook computer NP, or the like can be used. Although the terminal device capable of wireless communication has been illustrated, the device may be a device that performs wired communication. In each of these terminals, a browser 11 which is software for inputting and outputting various information using HTML or the like is installed. The communication unit 12 includes a communication unit 12 for performing wireless or wired communication via a network such as the Internet.
[0022]
The sales support system is configured by connecting the receiving device 100 and the production planning device 200 via a network such as an intranet. The reception device 100 is a device that exchanges information with a terminal device, and is configured by a personal computer having a communication function via a network. The functional blocks of the receiving device 100 are also shown in the figure. These functional blocks are configured as software by installing a computer program for realizing one function of the sales support system.
[0023]
The communication unit 110 controls communication via a network. The information management unit 120 manages various information related to the manufacture of a product. These pieces of information are stored in the order / inquiry management table 121 and the unit management table 122. The sales support unit 130 manages various information for supporting sales activities. These pieces of information are stored in the staff management table 131, the material cost management table 132, and the processing cost management table 133. The data structure of each table of the reception device 100 will be described later.
[0024]
The production planning device 200 sets a production plan based on the information received from the reception device 100. In the figure, functional blocks of the production planning device 200 are shown. These are configured as software by installing a computer program for realizing one function of the sales support system.
[0025]
The communication unit 210 controls communication via a network, receives order / inquiry information from the receiving device, and returns a setting result of a production plan. The production plan processing unit 220 executes a production simulation based on the inquiry information and sets a production plan. In this simulation, various conditions set in advance for the manufacture of a product are referred to. In the present embodiment, these conditions are secured in each database of the design master 231, the material master 232, and the manufacturing master 233. The data structure of each master will be described later.
[0026]
These masters are set in each department in the company. For example, the design master 231 is set by the design department, the material master 232 is set by the material department, and the manufacturing master 233 is set by the manufacturing department. The core system 300 is a system for linking each of these departments with the production planning device 200, and is composed of, for example, a computer connected via an intranet and software for controlling transmission and reception of information therebetween.
[0027]
The core system 300 is also used for confirming the production plan set by the production plan processing unit 220. The set production plan is provided to the core system 300 by the simulation adjustment unit 234. The staff in each section checks the production plan by operating the backbone system 300, and instructs to correct the plan if there is an inappropriate part. This instruction is passed by the simulation adjustment unit 234 to the production plan processing unit 220.
[0028]
The illustrated configuration is merely an example. For example, the reception device 100 and the production planning device 200 may be configured as an integrated device. Further, the functions of the receiving device 100 and the production planning device 200 may be realized by distributed processing by a larger number of computers and servers.
[0029]
FIG. 3 is an explanatory diagram showing the data structure of the order / inquiry management table and the unit management table. The order / inquiry management table 121 stores order information and inquiry information as a result of a meeting between a sales representative and a customer. The management number is a number for identifying an order item. The confirmation flag is information for specifying whether an order has been confirmed or not confirmed, that is, whether an order has been received for each order received item. The configuration number is information for specifying the configuration for which the order has been confirmed. For example, as illustrated in FIG. 1, if an order is determined for “composition 01” among “composition 01” and “composition 02” that have been considered in the inquiry state, the number “composition 01” is used as the composition number. Will be saved. The order / inquiry management table holds other information such as delivery date, charge, customer manager, and company name.
[0030]
The unit management table 122 specifies a unit included in each configuration considered in each order matter recorded in the order / inquiry management table 121. In the unit management table 122, a record is configured for each unit such as the "cash deposit / withdrawal device main body" illustrated in FIG. In the example of FIG. 1, a total of eight records of items 01 to 04 are prepared for each of the configuration 01 and the configuration 02. Each record is identified by a management number, a configuration number, and an item number in the order / inquiry management table 121, and holds the unit type and the number of units. By referring to the order receiving / inquiry management table 121 and the unit management table 122, it is possible to specify the required unit type and the required number for all the configurations considered in the inquiry state for each order received.
[0031]
FIG. 4 is an explanatory diagram showing the data structure of the person in charge management table 131. It is a table holding information on each person in charge of conducting sales activities. In this embodiment, as shown, the user ID, the password, the affiliation, and the limit are held. The limit is a credit amount that can be inquired by the person in charge. Expenses for ordering parts in the inquiry state, that is, the remaining amount of the shelf is also a risk. Therefore, the remaining amount of the shelf allowed for each person in charge is limited by the limit.
[0032]
FIG. 5 is an explanatory diagram showing the data structure of the material cost management table 132. 9 is a table for holding a result of a production simulation by the production plan processing unit 220. In this table, a record is created for each component required to manufacture each unit. The material number is a main key for specifying a record. Parts are ordered in consideration of the commonality between each configuration and each unit included in the same management number, so each record is associated with the management number, but with the configuration number and item number. I can't. The part corresponding to each record can be specified by the part number. Since the material cost management table 132 holds the number of members, the order date, and the unit price of parts, it is possible to grasp the time at which the cost associated with ordering each part is generated from these pieces of information. Further, by referring to the order status, it is possible to confirm whether or not each component has been ordered as scheduled.
[0033]
FIG. 6 is an explanatory diagram showing the data structure of the processing cost management table 133. 9 is a table for holding a result of a production simulation by the production plan processing unit 220. In this table, a record is created for each instruction for assembling each unit. The processing number is a main key for specifying a record. Since the processing unit does not always uniquely correspond to various configurations or units, each record is associated with only the management number of the order / inquiry information. The instruction corresponding to each record can be specified by the instruction number. Since the processing cost management table 133 holds the number of members, the input date, and the processing cost unit price, it is possible to grasp the time at which the cost associated with each processing is generated from these information. Further, by referring to the processing state, it is possible to confirm whether or not each processing is ordered as scheduled.
[0034]
FIG. 7 is an explanatory diagram showing the data structure of various masters. The material master 232 records a drawing number, a part name, a supplier, a lead time, and a unit price for each part. The lead time is a required period from order placement to delivery.
[0035]
In the design master 231, a record is prepared for each unit, and a product number, a type, and a required part, a part name, a drawing number, and a quantity are recorded. By referring to the material master 232 using the drawing number recorded here as a key, the lead time, cost, and the like required for ordering parts can be specified.
[0036]
The production master 233 records, for each unit, a product number, a type, processing required for manufacturing, a department for performing the processing, a drawing number, and a processing schedule. The processing schedule is recorded as a completion date of the total assembly, that is, a relative schedule with respect to the delivery date X as a reference time. By referring to the manufacturing master 233 using the product number of the design master 231 as a key, it is possible to specify the period required for manufacturing each unit.
[0037]
The above tables and masters are only examples. Various data structures capable of providing information necessary for setting a production plan, which will be described later, can be applied to the table and the master.
[0038]
C. Sales support processing:
FIG. 8 is a flowchart of the sales support process. The processing performed by the receiving device 100 is shown on the left, and the processing performed by the production planning device 200 is shown on the right. In this process, the receiving device 100 receives the login of the person in charge from the terminal device (step S10), and inputs an instruction (step S11). In this embodiment, there are three types of instructions, namely, sales support, instructions for updating order / inquiry information, and instructions for confirming delivery date.
[0039]
In the case of the instruction to update the order / inquiry information, the receiving device 100 inputs the order / inquiry information from the terminal device (step S13), transmits this information to the production planning device, and instructs the production planning device to execute the production plan. Is performed (step S14). As the order / inquiry information, a product structure, the number of products, and the like are input based on a meeting between a person in charge and a customer. As described above, in the inquiry state, a plurality of types of structures and numbers are inputted as order candidates.
[0040]
The delivery date confirmation instruction is an instruction to execute a production plan for an item for which order / inquiry information has already been input, and to inquire when the delivery date will be reached. Therefore, when the delivery date confirmation instruction is input (step S12), the receiving device 100 skips the input order / inquiry information input process and transmits the production plan execution instruction to the production planning device (step S14).
[0041]
The production planning device 200 receives the order / inquiry information from the receiving device 100 (Step S100), performs a production simulation (Step S110), and sets a production plan. The production simulation method will be described later. The production planning device 200 outputs the production plan thus set to the receiving device (Step S150), and completes the process.
[0042]
The output contents to the receiving device include, for example, material cost, processing cost, and shortest delivery time. The material cost is stored in the material cost management table 132, and the processing cost is stored in the processing cost management table 133. The shortest delivery time is output to the terminal device of the person in charge.
[0043]
Next, the accepting device extracts only inquiries related to the person in charge from the production plan results stored in the material cost management table 132 and the processing cost management table 133 (step S16), and performs a warning process (step S16). S20). The warning process is a process of presenting information for causing a person in charge to comply with the production plan and the limit of the credit amount. For example, a warning is presented when the current state of product manufacturing is behind the production plan. Details of the warning process will be described later.
[0044]
In step S12, when the sales support is instructed by the person in charge, the receiving device 100 executes only the extraction of the inquiry matter (step S16) and the warning process (step S20) among the above-described processes, and Support activities.
[0045]
C1. Input interface:
Next, details of the above-described sales support processing will be described. FIG. 9 is an explanatory view showing an interface for inputting order / inquiry information. The display screen of the terminal device used by the person in charge is illustrated. This screen is provided to the terminal device in a format such as HTML from the reception device 100 and is displayed by the browser 11 installed in the terminal device.
[0046]
The screen at the time of input is shown in the upper part of the figure. The management number is given by the receiving device 100 when the person in charge instructs input of new order / inquiry information. After inputting the configuration number, the person in charge selects each unit included in the configuration, that is, the main body, the bill mechanism, the memory, the printing mechanism, and the like. In the interface of this embodiment, a selection method using a pull-down menu is adopted as shown in the figure. For example, when the person in charge clicks on the main body, various units that can be selected as the main body from "HT-5123 cash deposit / withdrawal mechanism standard type" to "HT-3125 cash withdrawal mechanism slim type" are shown in the pull-down menu. Appear as. The person in charge can specify the unit to be used for the main body by selecting one of them. Other units can be selected in the same manner.
[0047]
The confirmed configuration is the configuration number for which the order has been confirmed. When the order is confirmed, the person in charge enters it. When in the inquiry state, the column of the confirmed configuration is blank.
[0048]
The lower part of the figure shows a confirmation screen after input has been determined for each configuration. When the person in charge sends the order / inquiry information to the receiving device 100, the receiving device 100 provides a confirmation screen on which the received contents can be viewed to the terminal device. In this example, in the case of the management number “1234”, it can be seen that two of the configuration 01 and the configuration 02 each including the units of the items 01 to 04 are considered as candidates.
[0049]
C2. Production simulation:
FIG. 10 is a flowchart of the production simulation. This is a process executed by the production planning device 200, and shows the details of the process in step S110 in FIG.
[0050]
In this process, the production planning device 200 first reads order / inquiry information (step S111). Further, information necessary for the production plan is read from the design master 231, the material master 232, and the production master 233 (step S112). In the present embodiment, in order to perform the production simulation in consideration of the commonality of the parts between the components, the simulation is performed on a case whose configuration is undetermined, that is, a case in an inquiry state. In consideration of the possibility that the order may be canceled even after the order is confirmed, the order may be included in the simulation regardless of whether the order is confirmed.
[0051]
Next, the required quantity of parts and order timing are set for each configuration (step S113). As illustrated in FIG. 9, referring to the order / inquiry information, the product number of each unit applied to each configuration is specified. By referring to the design master 231 based on this product number, necessary parts and quantities are specified. Further, by referring to the production master 233 based on the product number, the time when each component is required is specified in relation to the delivery date. By considering the lead time of the material master 232, the ordering time of each part can be specified. In order to suppress the remaining amount of the shelf and the number of surplus parts in stock, it is preferable to set the order time as late as possible within a range in which the product can be delivered. If the target delivery date of the product is not instructed by the person in charge, the ordering time of the parts is set so as to achieve the shortest delivery date.
[0052]
When the setting for each component is completed in this way, the production planning device 200 sets the maximum required quantity of each component to the order quantity in consideration of the commonality of components between the components (step S114). The method of setting the order quantity is illustrated in the figure. In this example, it is assumed that three configurations, Configuration 01 to Configuration 03, are considered. Components common to these configurations include components corresponding to the drawing numbers “E00390-001” and “E00395-005”. Regarding “E00390-001”, the required quantity of the configuration 03 is the largest of the required quantities of the configuration 01 to the configuration 03, so the order quantity is set to 20 pieces. Similarly, for “E00395-005”, the required quantity of 18 pieces in the configuration 02 is the order quantity.
[0053]
Next, the production planning device 200 sets the order timing of each component (step S115). This setting method will be described later based on a specific example. The production planning device 200 presents the production plan thus set to each department such as the design department, and accepts a check result of a problem (8 step S116).
[0054]
If a problem is pointed out, such as an unrealistic order time and quantity being set (step S117), a condition adjustment for avoiding the problem is accepted (step S118), and the problem is solved. Until you run your production plan. The condition adjustment may be received, for example, in the form of modification of the design master 231, the material master 232, and the manufacturing master 233 by each department, or may be received in a file or the like unrelated to these masters. The contents of the condition adjustment include, for example, adjustment such as extending the lead time when the order amount is large in the material master 232.
[0055]
Finally, when a production plan determined to be no problem is obtained (step S117), the production planning device 200 stores the material cost information and the processing in a form that can be stored in the material cost management table 132 and the processing cost management table 133. Cost information is generated (step S119). This information is transmitted to the reception device 100 as described above.
[0056]
FIG. 11 is an explanatory diagram showing an order timing setting method for each component. One component commonly used in the configurations 01 to 03 has been described as an example. These parts shall be ordered weekly. Numerical values in each column of 1W to 5W in the table indicate the quantity to be ordered in each week from the first week to the fifth week for each configuration. The quantity and order timing are set with reference to the design master 231, the material master 232, and the manufacturing master 233 for each configuration. This corresponds to the setting result in step S113 in FIG.
[0057]
For commonly used parts, order timing and order quantity are set such that the quantity required for each configuration is satisfied on a weekly basis. For example, for the first week, three are required for configuration 01, five for configuration 02, and five for configuration 03. At this point, it is sufficient to order five. Therefore, as shown at the bottom of the table, the number of orders in the first week is set to five.
[0058]
For the second week, a total of 9 pieces are required for the configuration 01, a total of 5 pieces for the configuration 02, and a total of 6 pieces for the configuration 03. At this point, it is sufficient to order the total number of 9 pieces. Since five pieces have been ordered in the first week, the order quantity in the second week is set to four pieces. Similarly, the order quantities for the third and fourth weeks are set.
[0059]
In the fifth week, since a total of 15 pieces required in the configuration 02 have already been secured, no order is placed. That is, the total number of orders is limited to the maximum required quantity of the configuration 01 to the configuration 03, in this example, 20 pieces of the configuration 03.
[0060]
By setting the number of orders and the timing in this way, it is possible to substantially comply with the production plan even if an order is confirmed in any of the configurations 01 to 03, while suppressing the risk of an excessive order.
[0061]
C3. Alert processing:
FIG. 12 is a flowchart of the warning process. This is a process executed by the reception device 100, and shows the details of the process in step S20 in FIG.
[0062]
In this process, the receiving device 100 first reads a simulation result for an order received by the person in charge who has logged in (step S21). Next, a warning condition is checked, and if the warning condition is satisfied, a warning is output (step S22).
[0063]
In this embodiment, five warning conditions shown in the figure are provided. Warning 1 is output under the condition that none of the parts required for the product have been ordered. The warning condition can be determined by referring to the order timing of each part managed in the material cost management table 132. As the contents of the warning, for example, a method of outputting a planned order amount, a planned order date, and the like to the terminal device of the person in charge can be adopted.
[0064]
Warning 2 is determined when warning 1 does not apply. Warning 2 is output under the condition that some parts have been ordered, but unordered parts remain. This warning condition can also be determined by referring to the ordering time of each part managed in the material cost management table 132. As the contents of the warning, for example, a method of outputting the ordered material cost, the planned amount of money and the planned date of the order to the terminal device of the person in charge can be adopted.
[0065]
Warning 3 is determined when warning 1 and warning 2 do not apply. The warning 3 is output under the condition that the order of the parts has been completed, but the production has not started at all. This warning condition can be determined by referring to the input date managed in the processing cost management table 133. As the contents of the warning, for example, a method of outputting the ordered material cost, the planned processing cost, the scheduled input date, and the like to the terminal device of the person in charge can be adopted.
[0066]
Warning 4 is determined when warning 1 to warning 3 do not apply. The warning 4 is output under the condition that the production has partially started, but there are parts that have not yet started production. This warning condition can also be determined by referring to the input date managed in the processing cost management table 133. As the contents of the warning, for example, a method of outputting the ordered material cost, the input processing cost, the planned processing cost, the planned input date, and the like to the terminal device of the person in charge can be adopted.
[0067]
Warning 5 is determined when warning 1 to warning 4 do not apply. Warning 5 is output under the condition that all production has started but the delivery date has passed. This warning condition can be determined by referring to the delivery date in the order / inquiry management table 121. As the contents of the warning, a method of outputting the scheduled delivery date, the number of days elapsed, and the like to the terminal device of the person in charge can be adopted.
[0068]
The receiving device 100 repeats the above-described warning process for all the orders received in charge (step S23). When the above-mentioned warning process is completed for all the cases, the remaining amount of the shelf for all the cases is calculated (step S24). The remaining shelf amount is the total amount of expenses used for ordering and processing parts at a stage where an order has not been finalized. The receiving device 100 refers to the clerk management table 131 and determines whether or not the remaining amount of the shelf exceeds the limit of the credit amount allocated to the clerk (Step S25). If the limit has been exceeded, the remaining shelf amount and the excess amount are output as warning 6 (step S26), and the warning process ends.
[0069]
FIG. 13 is an explanatory diagram showing a specific example of a warning. The production plan of the product using the parts 1 to 3 is shown in the upper part of the figure. In this plan, each part is ordered at the timing shown in anticipation of a lead time (“minimum LT” in the figure) until production input. Also, when the parts are available, the production is started and delivered through sub-assembly, total assembly, inspection and transportation.
[0070]
At the stage before the ordering of parts is started on the date d1, “Warning 1” is output as shown in the lowermost part of the figure. The warning 1 does not always occur after the scheduled date of ordering the components, and may be output in advance in order to remember the scheduled order date.
[0071]
When the ordering of the parts is started, costs are incurred according to the ordering, as shown in the middle part of the figure. This cost is the remaining amount of the shelf. Therefore, after the date d1, if the remaining amount of the shelf exceeds the limit, the warning 6 may be issued. Also, during the period from the start of ordering of parts on the date d1 to the end of ordering of all parts on the date d2, “Warning 2” indicating the presence of unordered parts is output.
[0072]
When the ordering of all parts is completed on the date d2, “Warning 3” indicating that the production has not been started is output until the production is started on the date d3. After the production is started on the date d3, “Warning 4” indicating that there is a part whose production has not been started is output according to the production situation. After the scheduled delivery date d4 has elapsed, "Warning 5" indicating the lapse of the delivery date is output.
[0073]
As described above, by issuing the warnings 1 to 5 according to the timing of the production plan, the salesperson can follow up the order of parts and the production of the product so as to comply with the production plan. With the warning 6, it is possible to suppress an increase in the remaining amount of money exceeding the authority of the person in charge and an increase in the risk of causing damage.
[0074]
The warning shown in the above processing is merely an example, and a warning may be issued under various conditions. Further, the output destination of the warning is not limited to the terminal device of the person in charge, and may be output to each department or the person in charge of the person in charge.
[0075]
C4. Various outputs:
The sales support system is capable of various outputs as exemplified below in order to support sales activities. FIG. 14 is an explanatory diagram showing an output example of the transition of the remaining amount of money for each sales representative. Here, the remaining amounts of money of the three persons in charge are illustrated. With this output, it is possible to evaluate the risk caused by the sales activities of each person in charge and improve the sales activities.
[0076]
FIG. 15 is an explanatory diagram showing the cumulative output of warnings for each district. It shows the total number of warnings received by all persons in charge of sales offices in each district. Areas with few warnings can be evaluated as voluntarily complying with production plans. With this output, sales activities can be improved on a district basis.
[0077]
FIG. 16 is an explanatory diagram showing the cumulative output of warnings in individual units. With this output, it is possible to improve sales activities on an individual basis.
[0078]
D. Modification:
The production simulation according to the present embodiment is exemplified on the assumption that the order is determined for any one of the configurations for each order received. The present embodiment is not limited to such a case, and can be extended to a case where orders are determined for a plurality of configurations. For example, the maximum required amount of each component may be set based on two configurations having a large number of components. In the example illustrated in step S114 of FIG. 10, 20 components of the configuration 03 are configured for “E00390-001”. Alternatively, a total of 35 pieces of 15 pieces of 02 may be set as the maximum required amount.
[0079]
【The invention's effect】
According to the present invention, it is possible to obtain a production plan that realizes a reduction in risk and a shortened delivery time in consideration of the commonality of parts between products. By presenting information based on this production plan, it is possible to support sales activities.
[Brief description of the drawings]
FIG. 1 is an explanatory diagram showing a target product of a sales activity.
FIG. 2 is an explanatory diagram showing a schematic configuration of a sales support system as an embodiment.
FIG. 3 is an explanatory diagram showing the data structure of an order / inquiry management table and a unit management table.
FIG. 4 is an explanatory diagram showing a data structure of a person in charge management table 131.
FIG. 5 is an explanatory diagram showing a data structure of a material cost management table 132.
FIG. 6 is an explanatory diagram showing a data structure of a processing cost management table 133.
FIG. 7 is an explanatory diagram showing a data structure of various masters.
FIG. 8 is a flowchart of a sales support process.
FIG. 9 is an explanatory diagram showing an input interface for order / inquiry information.
FIG. 10 is a flowchart of a production simulation.
FIG. 11 is an explanatory diagram showing an order timing setting method for each component.
FIG. 12 is a flowchart of a warning process.
FIG. 13 is an explanatory diagram showing a specific example of a warning.
FIG. 14 is an explanatory diagram showing an output example of a change in the remaining amount of shelf for each sales representative.
FIG. 15 is an explanatory diagram showing the cumulative output of warnings for each district.
FIG. 16 is an explanatory diagram showing the total output of warnings in individual units.
[Explanation of symbols]
11 ... Browser
12 Communication section
100 ... Reception device
110 ... communication unit
120 ... Information management section
121: Order / inquiry management table
122: Unit management table
130 ... Sales Support Department
131: Person in charge management table
132: Material cost management table
133: Processing cost management table
200 ... Production planning device
210: Communication unit
220: Production plan processing unit
231 Design master
232: Material master
233: Manufacturing master
234: Simulation adjustment unit
300: Core system

Claims (10)

A production planning device that performs production planning for a plurality of types of products,
An input unit for inputting the production number of each of the products,
A part number calculating unit for calculating a required number of each used part for each product based on the production number;
A production planning apparatus comprising: an order quantity setting unit that sets the maximum value of the calculated required number as an order quantity for parts commonly used between different products. The production planning device according to claim 1, wherein
For each of the products, based on a period required for processing, a product manufacturing planning unit that sets an order timing and a required number of each part for each product,
For parts commonly used between different products, ensure the maximum number of required quantities required for each product at each ordering time, and ensure that the total number of orders is less than or equal to the ordering quantity. A production planning device comprising: an order planning unit for setting the number of orders. The production planning device according to claim 1, wherein
A plan storage unit that stores the production plan of the product set based on the order quantity of the part, in association with the passage of time,
A status acquisition unit for acquiring the current status of the production plan;
And a warning unit that outputs a warning for complying with the production plan when the current state is out of the production plan. The production planning device according to claim 1, wherein
The input unit inputs, for each of the products, an inquiry state before the order is confirmed, and a classification of the order confirmation,
The production planning device, wherein the part number calculating unit and the order quantity setting unit operate on the product in the inquiry state. The production planning device according to claim 1, wherein
From a predetermined terminal device, a request input unit that receives a display request for the setting result of the order quantity,
A production planning device comprising: a result presentation unit that presents the setting result to the terminal device in response to the display request. The production planning device according to claim 5, wherein
Based on the production quantity and the order quantity, an order timing of the parts, a production start time of the product, a timing setting unit that sets at least one of a deliverable time of the product,
The production planning device, wherein the result presentation unit further presents a result set by the time setting unit. The production planning device according to claim 5, wherein
Based on the production volume and order quantity, comprises an expense setting unit for setting the necessary expenses for each period,
The result planning unit is a production planning device that further presents a result set by the expense setting unit. A sales support method using a sales support system including a production planning device that performs production planning for a plurality of types of products, and a terminal device capable of exchanging information with the production planning device,
From the terminal device to the production planning device, an input step of inputting the production number of each product,
In the production planning device, a number-of-parts calculating step of calculating a required number of each used part for each product based on the number of productions,
In the production planning device, for parts commonly used between different products, an order quantity setting step as an order quantity using the maximum value of the calculated required quantity,
A step of presenting the result of the setting from the production planning device to the terminal device. 9. The sales support method according to claim 8, wherein
A setting step of setting at least one of an order time of the part, a production start time of the product, and a deliverable time of the product based on the production quantity and the order quantity;
The result presenting step is a sales support method for presenting the setting result in the time setting step. 9. The sales support method according to claim 8, wherein
An expense setting step of setting necessary expenses for each period based on the production quantity and the order quantity,
In the sales support method, the result presenting step further presents a result set by the expense setting unit.

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