JP2005222204A - Business management system and method, business management program, and business management device - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a task management system for supporting smooth business management by sharply relaxing a feeling of resistance to the shift of a business form group constituted of paper media to an electronic business form group at low costs. <P>SOLUTION: This business management system is provided with at least one or more business management devices configured of various information processors and a database 10 in which records acquired by the business management device are stored so as to be arbitrarily readable. This business management device uses the form of a slip constituted of existing paper media as it is as an initial input screen to be used at the time of preparing an electronic business form in order to prepare the initial input screen. <P>COPYRIGHT: (C)2005,JPO&NCIPI

Description

  The present invention relates to a business management system, a business management method, a business management construction program, and a business management apparatus that perform business management by converting an electronic form into a database.

  In recent years, with the spread and advancement of information processing devices such as computer devices, a database has been constructed by digitizing the forms to improve the poor searchability of forms made of conventional paper media such as order slips. In addition, business management is possible. As a technique related to such a business management system, for example, there are those described in Patent Documents 1 to 4.

Japanese Patent Laid-Open No. 10-293803 JP 2000-207457 A JP 2001-256288 A JP 2003-242209 A

  Specifically, in Patent Document 1, for handwriting written with a pen on a writing medium, means for detecting the coordinates of the pen tip, and handwriting data indicating coordinate changes with respect to the elapsed time of the pen tip for each writing medium are generated. A reading device including a transmitting unit that transmits handwriting data, a character recognition device that performs character recognition based on the handwriting data, and a business processing device that performs predetermined business processing according to the recognized character string Is disclosed. As a result, in this business management system, it is possible to reduce duplicate labor that occurs when the written contents are input again to the computer, to prevent input errors, and to process them quickly.

  In Patent Document 2, a plurality of records including a plurality of business management data and approval data are stored in a storage unit, a record is read from the storage unit, and each data of the record is written and updated. A system is disclosed. In particular, this business management system determines whether approval data has been written and whether or not predetermined business management data has been updated, and when business management data has been updated after approval data has been written. The approval data is deleted or rewritten to unapproved data. Thereby, in this business management system, since authentication can be given to information, the presence or absence of approval can be determined accurately and instantaneously, and high reliability can be given to recorded data.

  Furthermore, Patent Document 3 discloses a business management system that manages a large number of business operations. In particular, the business management system includes a setting unit that sets business management items corresponding to each element of a person in charge, a management target, a target, and time, an input unit that inputs management data corresponding to each management item, Database generation means for generating a management data database using management items, search program generation means for generating a search program for searching for management data using management items, and search for searching a database using the search program Means and output means for outputting the searched management data. As a result, in this business management system, a wide variety of business management can be performed centrally.

  Furthermore, Patent Document 4 includes an item plan management function that accepts access from a communication terminal, specifies a desired delivery date for each order item, allows input of necessary information, and creates a desired work schedule table; It has a detailed work plan function that allows entry of necessary information according to the desired work schedule table created by accepting access from a communication terminal and creates a real work schedule table including at least the schedule of each work process A printing job management system in which a printing job management server is connected to a communication network is disclosed. In particular, in this print job management system, when the necessary information is input to the actual work schedule table, the print job management server automatically reflects the information in the desired work schedule table of the matter plan management function to create and update it. The contents of the actual work schedule table thus displayed are displayed in contrast to the desired work schedule table. As a result, in this printing work management system, it is possible to manage a plan, progress, personnel, etc. regarding printing work from production to bookbinding using a computer system.

  By the way, SMEs, especially small businesses, feel the necessity of computerization of forms, but for example, there are no commercially available products that match their company's business form, and the functions are substantial, but the cost is high. From the standpoint of being expensive and not being able to adapt to new electronic forms, there is a background that makes it difficult to immediately shift to the construction of such a business management system.

  In order to keep costs low, a commercially available general-purpose system can be used. However, the initial input screen used when creating electronic forms is uniformly determined by the manufacturer providing the system. Most of them have been created automatically, and there is still a strong resistance to moving from forms made of current paper media to electronic forms.

  Furthermore, even if each company is a peer, it uses forms of different forms due to customer differences, etc., so functions that are not used in general-purpose systems are generated or conversely lacking. A function occurs. Therefore, in such a business management system, there is a need for each company to construct a system customized to meet their requirements, and as a result, the cost is extremely high.

  The present invention has been made in view of such a situation, and at a low cost, it can greatly relieve the resistance to the transition from forms made of paper media to electronic forms. An object of the present invention is to provide a business management system, a business management method, a business management construction program, and a business management apparatus that can support smooth business management.

  A business management system according to the present invention that achieves the above-described object is a business management system that performs business management by creating an electronic form as a database, and includes at least one business management device including various information processing devices. And a database that holds the record obtained by processing by the business management apparatus so that the record can be arbitrarily read out, and the business management apparatus uses an existing input screen as an initial input screen for creating an electronic form. This form is characterized in that the initial input screen is created by using a form of a paper medium as it is.

  In such a business management system according to the present invention, since the initial input screen is created by using the form of the existing paper medium as it is, the transition from the paper medium to the electronic form is performed. Becomes easy.

  Specifically, the business management device refers to the form made of the existing paper medium, arranges various items in which a character string can be input so as to form a form that matches the form, and performs the initial operation. Create an input screen. The business management apparatus may read the form made of the existing paper medium as an image, and assign the coordinates corresponding to each item of the read image as an item that can be input as a character string, and create the initial input screen. it can. The business management apparatus stores the created initial input screen in the database so that it can be arbitrarily read as a template record.

  An order slip is suitable as the form. Then, the business management apparatus can create a screen describing various information providing high convenience based on the record as the order slip input on the initial input screen.

  First, the business management device describes information on a delivery schedule, an execution schedule of an ordered property, and / or a future expected sales schedule based on a record as an order slip input on the initial input screen. Can be created.

  The business management apparatus can also create information describing details of the work process for each item, based on the record as an order slip input on the initial input screen.

  Further, the business management apparatus can create customer information in which information for each customer is described as a record and store it in the database so that it can be read arbitrarily.

  Furthermore, the business management apparatus can create a subcontract request slip for an external company as a record and store it in the database so that it can be read arbitrarily. At this time, similarly to the initial input screen, the business management apparatus can create the subcontract request slip using the subcontract request slip form made of an existing paper medium as it is.

  In addition, the business management apparatus can create an estimate, an invoice, and an invoice as records and store them in the database so that they can be read arbitrarily. At this time, as in the initial input screen, the business management device uses the estimate, delivery, and invoice as they are, and the estimate, delivery, and invoice forms made of existing paper media are used as they are. Can be created.

  In addition, a business management method according to the present invention that achieves the above-described object is a business management method for performing business management by creating a database of digitized forms, and comprising at least one business configured from various information processing apparatuses. As an initial input screen used when creating a computerized form by the management device, the form of the existing paper medium is used as it is, and the initial input screen is created and processed by the business management device. And a step of holding the obtained record in a database so as to be arbitrarily readable.

  Furthermore, a business management program according to the present invention that achieves the above-described object is a computer-executable business management program that performs business management by creating an electronic form into a database, and includes at least one information processing apparatus. As an initial input screen used when creating a computerized form by two or more business management devices, a process for creating the initial input screen using the form of an existing paper medium as it is, and the above business management And a process of holding a record obtained by processing by the apparatus in a database so as to be arbitrarily readable.

  Furthermore, the business management apparatus according to the present invention that achieves the above-described object is a business management apparatus that performs business management by creating a database of digitized forms, and is an initial input used when creating a digitized form. An initial input screen creating means for creating a screen, an input means for inputting various information, and the initial input screen created by the initial input screen creating means are stored in a database so as to be arbitrarily readable as a template record, and Based on an operation through the input means, the data record means for reading out the corresponding record from the database and processing, and the display means for displaying various information, the initial input screen creation means is provided from an existing paper medium The initial input screen is created using the form form as it is.

  In such a business management method, business management program, and business management device according to the present invention, since an initial input screen is created by using a form form made of an existing paper medium as it is, a form made of a paper medium. Makes it easy to shift from electronic to electronic forms.

  In the present invention, as the initial input screen, a form of a paper medium that is currently used can be used as it is, and a computerized form of the paper medium is used at low cost. The resistance to the transition to the kind can be relieved greatly. Further, in the present invention, it is possible to perform an input operation of contents that match the work situation of the company without waste.

  Hereinafter, specific embodiments to which the present invention is applied will be described in detail with reference to the drawings.

  This embodiment is a business management system that performs business management by converting a computerized form into a database. This business management system uses a form of a form made of a paper medium currently used as it is as an initial input screen used when creating an electronic form.

  As shown in FIG. 1, the business management system holds at least one business management device including various information processing devices such as a personal computer, and a result obtained by processing by the business management device. The database 10 is configured to be connected via a predetermined network.

  The business management apparatus is created by an initial input screen creation unit 11 that creates an initial input screen used when creating digitized forms, an input unit 12 that inputs various information, and an initial input screen creation unit 11. The data processing unit 13 performs processing based on the initial input screen and various information input via the input unit 12, and the display unit 14 displays various information.

  As will be described in detail later, the initial input screen creation unit 11 creates an initial input screen for creating digitized forms. At this time, the initial input screen creation unit 11 creates an initial input screen by digitizing the forms of paper forms made as they are. Specifically, the initial input screen creation unit 11 refers to a form made of an existing paper medium, and displays various items (fields) in which a character string can be input so that the form matches the form. An initial input screen can be created by arranging or arranging various function buttons and the like as necessary. In addition, the initial input screen creation unit 11 reads a form made of an existing paper medium as an image using a scanner or the like, assigns coordinates corresponding to each item in the read image as an item that can be input with a character string, and further, as necessary. Accordingly, an initial input screen can be created by arranging various function buttons and the like. The initial input screen created by the initial input screen creation unit 11 is held in the database 10 so as to be arbitrarily readable as a template record under the control of the data processing unit 13.

  The input unit 12 is configured as a user interface including various input devices such as a keyboard and a mouse. In the business management apparatus, the operator can select various items for the initial input screen created by the initial input screen creation unit 11 and the screens already stored as records in the database 10 via the input unit 12. It is possible to input a character string including a numerical value to be input for, and to perform other arbitrary screen operations. The information input via the input unit 12 is analyzed by the data processing unit 13 and the input content is reflected.

  The data processing unit 13 holds the initial input screen created by the initial input screen creation unit 11 in the database 10 so that it can be arbitrarily read as a template record. Further, the data processing unit 13 reads a corresponding record from the database 10 based on an operation via the input unit 12 and causes the display unit 14 to display the record. Further, the data processing unit 13 reflects various information input via the input unit 12 in the record. At this time, the data processing unit 13 can also correspond to a relational database, and performs predetermined processing such as various operations on other related records based on information input to one record. You can also. The data processing unit 13 can be realized in hardware by a CPU (Central Processing Unit) controlled according to a software program developed on a predetermined memory.

  The display unit 14 is configured as a user interface including various display devices such as an LCD (Liquid Crystal Display). In the business management apparatus, when the initial input screen is created by the initial input screen creation unit 11, the worker causes the display unit 14 to display a screen and a creation tool in the creation process, so that the worker desires. An initial input screen can be created. The display unit 14 displays various records held in the database 10 in addition to the initial input creation screen under the control of the data processing unit 13.

  The business management apparatus configured by each unit displays a predetermined screen on the display unit 14 by executing a predetermined software program under the control of the data processing unit 13, and through this screen The input information is stored in the database 10 as a record.

  On the other hand, the database 10 is configured by a predetermined storage device such as a hard disk or a device having a so-called RAID (Redundant Array of Independent (Inexpensive) Disks) configuration using a plurality of these hard disks. The database 10 holds the initial input screen created by the initial input screen creation unit 11 so as to be arbitrarily readable as a template record under the control of the data processing unit 13 in the business management apparatus. Further, the database 10 holds records obtained by inputting information to the various items on the initial input screen via the input unit 12 and processed by the data processing unit 13 so as to be arbitrarily readable. . Various records including template records held in the database 10 are read under the control of the data processing unit 13 and displayed on the display unit 14.

  Now, in such a business management system, as described above, the initial input screen creation unit 11 creates an initial input screen by directly digitizing a form form made of an existing paper medium. Hereinafter, as a specific example, a function of a business management system for managing orders and deliveries in the printing industry will be described.

  In the business management system, for example, an order receipt made of an existing paper medium can be digitized and used as an initial input screen. For example, consider a case where an order receipt slip made of an existing paper medium is a copy slip made of the form shown in FIG.

  In such a case, in the business management system, this form is used as it is, an initial input screen on which various items capable of inputting a character string are arranged is created in advance by the initial input screen creating unit 11 and held in the database 10. In the business management system, a predetermined software program is executed under the control of the data processing unit 13, the created initial input screen is read from the database 10 as a template record, and various information is stored on the initial input screen. Is input via the input unit 12, for example, a record that is displayed on the screen as shown in FIG. 3 can be created and displayed on the display unit 14 and held in the database 10.

  In the business management system, most of the information necessary for business management can be input using such an initial input screen as an order slip. Here, since the initial input screen is based on an order slip made of an existing paper medium, the operator can input information with exactly the same feeling as a conventional handwritten entry operation. Further, in the business management system, in addition to the calibration date and the delivery date, the work status in each department can be input using this initial input screen. In other words, in the business management system, “the worker performs work while referring to the slip, and fills in the slip with necessary items while proceeding with the work” with a feeling similar to the conventional work sense. Work can be performed and work history can be appropriately saved. At this time, in the business management system, it is possible to reduce the burden of input work by inputting frequently used basic information or the like as a separate form in advance.

  Further, in the business management system, a screen describing various information providing high convenience can be created based on the record as an order slip input on the initial input screen.

  Specifically, in the business management system, for example, as shown in FIG. 4, delivery is performed based on the record as an order slip input on the initial input screen under the control of the data processing unit 13. Create a delivery schedule list in which the information is described in chronological order, as shown in Fig. 5, and a print schedule list in which the scheduled entry items to be executed for the ordered property are written in chronological order as shown in Fig. 5. And can be displayed on the display unit 14. At this time, the business management system displays the work status and approximate specifications of each department.

  As a result, in the business management system, it is possible to grasp the entire business that must be executed by the worker very easily.

  In addition, in the business management system, by inputting the next scheduled date of order based on the order history so far, for example, as shown in FIG. It can also be created and displayed on the display unit 14.

  Thereby, in the business management system, it is possible to provide a tool that is extremely effective for an operator to grasp what is called a repeat property. Of course, in the business management system, various types of information can be input to these various lists via the input unit 12. In this case, the contents input under the control of the data processing unit 13. Based on the above, it is also possible to create a record as an order slip as shown in FIG.

  Furthermore, in the business management system, by specifying the date via the input unit 12, a list of delivery schedules, printing schedules, and / or expected sales orders for only that day is created and displayed, although not specifically shown. It can also be displayed on the unit 14.

  Furthermore, in the business management system, for example, as shown in FIG. 7, for each item, based on the record as an order slip input on the initial input screen under the control of the data processing unit 13. A process chart describing details of the work process can be created and displayed on the display unit 14.

  In the business management system, by printing such a process chart and using it for meetings with customers, it is possible to contribute to smooth communication with customers.

  In the business management system, various information can be input to such a process table via the input unit 12, and based on the input contents under the control of the data processing unit 13. For example, as shown in FIG. 8, a Gantt chart divided for each item can be created and displayed on the display unit 14. Of course, in the business management system, various information such as the scheduled printing date and the delivery date can be input / corrected via the input unit 12 on such a Gantt chart. In this case, in the business management system, under the control of the data processing unit 13, various list tables including the process table are corrected based on the input contents.

  As described above, in the business management system shown as an embodiment of the present invention, a form form made up of a paper medium that is currently used as an initial input screen used when creating an electronic form. Can be used to reduce the resistance to the transition from paper-based forms to computerized forms at a low cost, and match the company's work situation. This makes it possible to perform the input operation of the contents without waste. Thus, the business management system is extremely convenient and can support smooth business management.

  The present invention is not limited to the embodiment described above. For example, in the above-described embodiment, an order entry slip is used as an initial input screen and this is stored in the database 10 as a record. However, in the present invention, other information can be created as a record and arbitrarily read out. Can also be stored in the database.

  Specifically, in the business management system, under the control of the data processing unit 13, for example, as shown in FIG. 9, customer information describing information for each customer is created as a record, and the list is displayed. The data can be displayed on the unit 14 and can be held in the database 10 so as to be arbitrarily readable. This customer information corresponds to a so-called customer master, and includes customer contact information and information that should be commonly recognized by its own employees. In the business management system, by selecting a detail button provided on the screen, detailed information for each customer can be displayed on the display unit 14 as shown in FIGS. 10 and 11, for example.

  In this way, in the business management system, it is possible to appropriately create a shared customer phone book and address book for employees who can be easily searched.

  Further, in the business management system, under the control of the data processing unit 13, for example, as shown in FIG. 12, a subcontract request slip for an external company is created as a record, displayed on the display unit 14, and arbitrarily read out. It can be held in the database 10 as possible. Such subcontract request slips are generated in the case of formal ordering as well as quotations. However, in the business management system, all subcontract request slips have the same form and, as with the initial input screen, It is possible to use the form of the subcontract request slip made up of paper media as it is.

  In this way, in the business management system, the subcontract request slip can be automatically created based on the record as the order slip input on the initial input screen without requiring handwriting. The trouble of re-input can also be omitted. In the business management system, since the created screen is a form similar to an existing paper medium, it can be used as a regular subcontracting request slip by printing it.

  Further, in the business management system, under the control of the data processing unit 13, for example, as shown in FIGS. 13 to 15, records such as estimates, invoices, invoices, etc. constituting conventional copy slips are also recorded. And can be displayed on the display unit 14 and held in the database 10 so as to be arbitrarily readable. In the business management system, for such quotations, delivery notes, and invoices as well as the initial input screen, existing forms such as quotes, delivery notes, and invoices are used as they are. can do.

  As a result, in the business management system, it is possible to quickly search for past quotations, invoices, invoices, etc., and if the specifications are the same, it is possible to create records only by copying them. Therefore, the labor of the operator can be remarkably reduced. Of course, in the business management system, the created screen is the same form as an existing paper medium, so it can be used as a regular estimate, delivery note, invoice, etc. by printing it. Is possible.

  In the above-described embodiment, the business management system for managing orders and deliveries in the printing industry has been described. However, the present invention can be easily applied to any industry other than the printing industry. it can.

  Thus, it goes without saying that the present invention can be modified as appropriate without departing from the spirit of the present invention.

It is a block diagram explaining the structure of the business management system shown as embodiment of this invention. It is a figure explaining the example of the order receipt slip which consists of an existing paper medium. It is a figure explaining the example of the initial input screen which utilized the form of the order slip shown in FIG. 2 as it is. It is a figure explaining the example of a screen of the schedule table of the delivery schedule produced based on the record as an order slip input with respect to the initial input screen shown in FIG. It is a figure explaining the example of a screen of the list of the printing schedules produced based on the record as an order slip input with respect to the initial input screen shown in FIG. It is a figure explaining the example of a screen of the list table of the future expected sales order schedule created based on the record as a sales order slip inputted with respect to the initial input screen shown in FIG. It is a figure explaining the example of a screen of the process table produced based on the record as an order slip input with respect to the initial input screen shown in FIG. It is a figure explaining the example of a screen of the Gantt chart created based on the content inputted with respect to the process table shown in FIG. It is a figure explaining the example of a screen of a list of customer information. It is a figure explaining the example of a screen of the detailed information for every customer which comprises the list of customer information shown in FIG. It is a figure explaining the example of a screen of the detailed information for every customer which comprises the list of customer information shown in FIG. 9, Comprising: It is a figure explaining the example of a screen of the information accompanying the customer information shown in FIG. It is a figure explaining the example of a screen of a subcontract request slip. It is a figure explaining the example of a screen of an estimate. It is a figure explaining the example of a screen of a delivery note. It is a figure explaining the example of a screen of an invoice.

Explanation of symbols

DESCRIPTION OF SYMBOLS 10 Database 11 Initial input screen creation part 12 Input part 13 Data processing part 14 Display part

Claims (15)

It is a business management system that manages business by making electronic forms into a database,
At least one task management device composed of various information processing devices;
A database that holds the record obtained by processing by the business management apparatus so as to be arbitrarily readable,
The business management device is characterized in that, as an initial input screen used when creating a computerized form, the form form of an existing paper medium is used as it is and the initial input screen is created. system. The business management device creates the initial input screen by referring to the form made of the existing paper medium and arranging various items in which a character string can be input so that the form matches the form. The business management system according to claim 1, wherein: The business management apparatus reads the form made of the existing paper medium as an image, assigns coordinates corresponding to each item in the read image as an item that can be input as a character string, and creates the initial input screen. The business management system according to claim 1. The business management system according to claim 1, wherein the business management device stores the created initial input screen in the database so that it can be arbitrarily read as a template record. The business management system according to claim 1, wherein the form is an order slip. The business management device creates information describing the delivery schedule, the execution schedule of the ordered property, and / or the expected sales order based on the record as the order slip input on the initial input screen. The business management system according to claim 5, wherein: 6. The business management device according to claim 5, wherein the business management device creates information describing details of a work process for each item based on a record as an order slip input on the initial input screen. Business management system. 6. The business management system according to claim 1, wherein the business management device creates customer information in which information for each customer is described as a record, and stores the customer information in the database so as to be arbitrarily readable. The business management system according to claim 1 or 5, wherein the business management device creates a subcontract request slip for an external company as a record and stores it in the database so as to be arbitrarily readable. 10. The business management system according to claim 9, wherein the business management apparatus creates the subcontract request slip using the form of the subcontract request slip made of an existing paper medium as it is. 6. The business management system according to claim 1, wherein the business management device creates an estimate, an invoice, and an invoice as records, and stores them in the database so as to be arbitrarily readable. 12. The business management apparatus creates the estimate, delivery, and invoice by using the form of the estimate, delivery, and invoice made of existing paper media as they are. The business management system described. It is a business management method for managing business by making electronic forms into a database,
As an initial input screen used when creating a computerized form by at least one business management device composed of various information processing devices, the initial form can be used by directly using the form of an existing paper medium. Creating the screen,
And a step of storing in a database the record obtained by processing by the business management apparatus so that it can be arbitrarily read out. A computer-executable business management program that creates a database of electronic forms and performs business management,
As an initial input screen used when creating a computerized form by at least one business management device composed of various information processing devices, the initial form can be used by directly using the form of an existing paper medium. The process of creating a screen,
A business management program comprising: a process for storing a record obtained by processing by the business management apparatus in a database so as to be arbitrarily readable. A business management device that performs business management by creating a computerized electronic form,
An initial input screen creation means for creating an initial input screen for use in creating an electronic form;
An input means for inputting various information;
The initial input screen created by the initial input screen creating means is stored in a database so that it can be arbitrarily read as a template record, and the corresponding record is read from the database based on an operation via the input means, and processed. Data processing means for performing
A display means for displaying various information;
The business management apparatus characterized in that the initial input screen creation means creates the initial input screen by using a form of an existing paper medium as it is.