JP2019211956A - Unit price estimation device, unit price estimation method, and unit price estimation program - Google Patents

Abstract

To provide a unit price estimation device, a unit price estimation method, and a unit price estimation program capable of simulating income and expenditure by simultaneously managing data for unit price estimation preparation and data for income and expenditure management.SOLUTION: According to this embodiment, a unit price estimation device includes: unit price estimation information processing means for inputting unit price estimation information for unit price estimation preparation including an estimation item and data of an estimation price unit to register the unit price estimation information in a storage part; claim information processing means for inputting claim information for profit management including a claim item, claim quantity, and data of a claim unit price to register the claim information in the storage part; cost information processing means for inputting cost information for profit management including a cost item of the claim item, cost quantity, and data of a cost unit price to register the cost information in the storage part; and income and expenditure information processing means for preparing income and expenditure information for determining profitability on the basis of the claim information and the cost information registered in the storage part.SELECTED DRAWING: Figure 1

Description

  The present invention relates to a unit price estimation device, a unit price estimation method, and a unit price estimation program.

  Conventionally, for example, there is Patent Document 1 as an apparatus for creating an estimate. The device of Patent Document 1 is selected in the first stage for searching for construction names constituting the main construction, and displayed on the display screen in order to create an execution budget for the main construction. Enter the quantity and unit price data for the basic cost items related to the construction resources and miscellaneous cost items associated with the construction in the item column of the breakdown of construction to be estimated, and at least the data entered in this second stage Based on the data on miscellaneous expenses, the execution budget amount and budget profit of this construction fluctuate with the change of the total amount of the construction including the total amount of the miscellaneous expenses, and the contracted amount of the construction work is divided by this budget profit. And a third stage in which the profit rate of the main construction is automatically displayed in the profit rate display column of the breakdown by the calculating means.

JP 2003-308450 A

  However, conventionally, since the unit price estimate creation data and the balance management data are not managed at the same time, there has been a problem that it is not possible to perform a simulation of the balance (for example, the expected generation amount).

  The present invention has been made in view of the above problems, and is a unit price estimation apparatus and unit price estimate capable of simulating a balance by managing data for creating a unit price estimate and balance management data at the same time. It is an object to provide a method and a unit price estimation program.

  In order to solve the above-described problems and achieve the object, the present invention provides a unit price estimation apparatus including a control unit and a storage unit, and the control unit includes a unit price estimate including estimated item data and estimated unit price data. Unit price estimate information processing means for inputting unit price estimate information for creation and registering in the storage unit, and billing information for revenue management including billing item, billed quantity, and unit price data, and the storage unit Billing information processing means for registering, and cost information processing means for inputting cost information for revenue management including cost item, cost quantity, and unit price data of the billing item and registering in the storage unit; and Balance information processing means for creating balance information for determining profitability based on the billing information and the cost information registered in the storage unit is provided.

  According to a preferred aspect of the present invention, the unit price estimation processing means may output a unit price estimate based on the unit price estimation information registered in the storage unit.

  According to a preferred aspect of the present invention, the balance information processing means may output a cost estimate based on the balance information.

  According to a preferred aspect of the present invention, the requested quantity may be a quantity in the service industry other than the quantity.

  Further, according to a preferred aspect of the present invention, the balance information may include a sum of billing amounts, a sum of cost amounts, and a sum of gross profit amounts.

  In order to solve the above-described problems and achieve the object, the present invention is a unit price estimation method for causing an information processing apparatus including a control unit and a storage unit to execute, and is executed by the control unit. Unit price estimate information registration step for inputting unit price estimate information for creating a unit price estimate and registering it in the storage unit, including estimated item and estimated unit price data, and including billing item, invoiced quantity, and invoiced unit price data, A billing information registration step for inputting billing information for revenue management and registering it in the storage unit, and inputting cost information for revenue management including cost item, cost quantity and unit price data of the billing item Cost information registration step for registering in the storage unit, and balance information creation step for creating balance information for judging profitability based on the billing information and the cost information registered in the storage unit , Characterized in that it comprises a.

  Further, in order to solve the above-described problems and achieve the object, the present invention is a unit price estimation program for causing an information processing apparatus including a control unit and a storage unit to execute, and in the control unit, an estimate item Unit price estimation information registration step for inputting unit price estimate information for creating unit price estimate including data of estimated unit price and registering in the storage unit, and data for billing item, invoice quantity, and invoice unit price The billing information registration step of inputting the billing information of the billing information and registering the billing information in the storage unit; and the cost information for revenue management including the cost item, cost quantity, and cost unit price data of the billing item are input and the storage unit A cost information registration step for creating a balance information for judging profitability based on the billing information and the cost information registered in the storage unit. When, characterized in that it is a unit price quotation program for executing.

  According to the present invention, it is possible to perform a balance simulation by simultaneously managing unit price estimate creation data and balance management data.

FIG. 1 is a block diagram showing an example of the configuration of the unit price estimation apparatus according to the present embodiment. FIG. 2 is a diagram illustrating a configuration example of a cost item master by billing item. FIG. 3 is a flowchart for explaining an example of the entire process of the unit price estimation apparatus in the present embodiment. FIG. 4 is a diagram illustrating a display example of the input screen. FIG. 5 is a diagram illustrating a display example of the input screen. FIG. 6 is a diagram illustrating a display example of the input screen. FIG. 7 is a diagram illustrating a display example of the input screen. FIG. 8 is a diagram showing an output example of the simple cost calculation document. FIG. 9 is a diagram illustrating an example of a workflow.

  Embodiments of the present invention will be described in detail with reference to the drawings. In addition, this invention is not limited by this embodiment.

[1. Overview]
For example, the amount of the estimate is generally calculated by “unit price × quantity”. The “quantity” in the product sales industry is the number of products, but the “quantity” in the service industry is often expressed in terms of distance or weight. In this case, there are many cases where it is presented to the customer as a unit price estimate. However, since the unit price estimate information does not include the expected generation amount, it is difficult to judge profitability, and the safety of the estimate judgment cannot be objectively judged. That is, the profitability could not be determined from the unit price estimate information. In addition, there was a lack of quantitative basis information to support the estimate judgment.

  As described above, when the estimate of the unit price is created by the conventional estimate information registration program alone, it is difficult to estimate the expected balance from the unit price information. If a system that manages income and expenditure forecasts is introduced separately from the system that manages estimate information, it is difficult to check the estimate information and the income and expenditure forecast information at the same time. was difficult.

  Therefore, in the present embodiment, the profitability simulation function can be installed by simultaneously managing the data for estimating and the data for managing the balance. As a result, it is possible to manage the expected revenue from the estimation stage, so that the profitability of the order can be judged at an early stage.

  In the present embodiment, the balance prediction information can be registered and confirmed simultaneously with the input of the estimate information, and the balance (prediction) information can be generated as an in-house approval document so that it can be issued simultaneously with the estimate. With this function, the profitability of the estimate can be judged early, and at the same time the validity of the estimate is made more accurate.

[2. Constitution]
An example of the configuration of the unit price estimation apparatus 100 according to the present embodiment will be described with reference to FIG. FIG. 1 is a block diagram illustrating an example of the configuration of the unit price estimation apparatus 100.

  The unit price estimation apparatus 100 is a commercially available desktop personal computer. The unit price estimation apparatus 100 is not limited to a stationary information processing apparatus such as a desktop personal computer, but is a portable type such as a commercially available notebook personal computer, PDA (Personal Digital Assistant), smart phone, or tablet personal computer. An information processing apparatus may be used.

  The unit price estimation apparatus 100 includes a control unit 102, a communication interface unit 104, a storage unit 106, and an input / output interface unit 108. Each unit included in the unit price estimation apparatus 100 is connected to be communicable via an arbitrary communication path.

  The communication interface unit 104 connects the unit price estimation apparatus 100 to the network 300 via a communication device such as a router and a wired or wireless communication line such as a dedicated line. The communication interface unit 104 has a function of communicating data with other devices via a communication line. Here, the network 300 has a function of connecting the unit price estimation apparatus 100, the server 200, and the terminal apparatus 201 so that they can communicate with each other, and is, for example, the Internet or a LAN (Local Area Network).

  An input device 112 and an output device 114 are connected to the input / output interface unit 108. The output device 114 can be a monitor (including a touch panel), a speaker, or a printer. As the input device 112, in addition to a keyboard, a mouse, and a microphone, a monitor that realizes a pointing device function in cooperation with the mouse can be used. In the following description, the output device 114 may be described as the monitor 114 or the printer 114, and the input device 112 may be described as the keyboard 112 or the mouse 112. “Output” refers to output by the output device 114, and includes, for example, transmission of data to the outside in addition to display output to the monitor 114 and print output by the printer 114.

  The storage unit 106 stores various databases, tables, files, and the like. The storage unit 106 stores a computer program for giving various instructions to a CPU (Central Processing Unit) in cooperation with an OS (Operating System). As the storage unit 106, for example, a memory device such as a RAM (Random Access Memory) and a ROM (Read Only Memory), a fixed disk device such as a hard disk, a flexible disk, and an optical disk can be used.

  The storage unit 106 includes a unit price estimate information file 106a, a billing information file 106b, a cost information file 106c, a billing item-specific cost item master 106d, and other masters 106e. FIG. 2 is a diagram showing a configuration example of the cost item master 106d for each billing item.

  The unit price estimate information file 106a is a file for storing unit price estimate information. The unit price estimation information is data for preparing an estimate document to be submitted to the customer. Unit price estimate information is estimated NO, line No., estimate item (estimation item CD, estimate item name), tax category (tax category CD, tax category name), unit price estimate category (unit price estimate category CD, unit price estimate category name), Data such as an estimated unit (estimated unit CD, estimated unit name), currency unit, estimated unit price, and remarks may be included (see FIG. 4).

  The billing information file 106b is a file for storing billing information. The billing information is data for balance management (profitability simulation), and is in-house data that is not submitted to the customer. Billing information includes estimate NO, line number, billing item (billing category CD, billing category name), currency unit, tax category (tax category CD, tax category name), billing party (billing party CD, billing party name), billing Quantity, billing unit (billing unit CD, billing unit name), each time of closing (CD every time of closing, each time of closing), billing unit price, billing amount, billing consumption tax, billing amount yen loan, and billing consumption tax yen loan (See FIG. 5).

  The cost information file 106c is a file for storing cost information. The cost information is data for balance management (for profitability simulation) as in the billing information, and is in-house data that is not submitted to the customer. Cost information is estimated NO, line No, cost item (cost item CD, cost item name), payee (payee CD, payee name), currency unit, tax classification (tax classification CD, tax classification name), cost Whether to exclude from quantity, cost unit (cost unit CD, cost unit), unit cost, cost unit price, cost amount, cost consumption tax, cost amount yen loan, cost consumption tax yen loan, and balance management The flag data to be specified may be included (see FIG. 6).

  The unit price estimate information, billing information, cost information, and income and expenditure information are linked using an estimate NO as a key.

  The cost item master 106d by billing item is for dealing with a case where a plurality of cost items are generated in one billing item. Thereby, it is possible to register a pattern in which a plurality of cost items are generated in one billing item without omission. As shown in FIG. 2, the billing item-specific cost item master 106d can be composed of a table for associating and registering the data of the billing item CD (code) and the cost item CD.

  In the example shown in FIG. 2, the cost item CD “B01” is stored in the billing item CD “B01”, the cost item CD “C01” is stored in the billing item CD “C01”, and the cost item CD “D11” is stored in the billing item CD “D01”. , “D12”,... Are registered.

  The other master 106e is a master for automatically displaying a corresponding name or the like when a CD is input on the input screen. The other master 106e is a billing item master registered in association with the billing item (estimated item) CD and the billing item name (for example, B01: delivery fee 10t, C01: delivery work fee, D01: inspection work fee, etc.). , Tax classification master registered in association with tax classification CD and tax classification name (for example, 0: taxable, 1: tax exemption, etc.), unit price estimation classification master registered in association with unit price estimation classification CD and unit price estimation classification name (E.g., 1: unit price estimate, 2: normal estimate, etc.) ", estimate unit master registered in association with the estimate unit CD and the estimate unit name (e.g., 31: unit, 54: R / T, 11: case, etc.) ), A billing destination master (for example, E0001: A Food Co., Ltd.) in which the billing destination CD and the billing destination name are registered, and a payment destination master (for example, U0001: B transportation in which the payment destination CD and the payment destination name are registered) It has a formula company), and the like.

  The control unit 102 is a CPU or the like that controls the unit price estimation apparatus 100 in an integrated manner. The control unit 102 has an internal memory for storing a control program such as an OS, a program that defines various processing procedures, and necessary data, and performs various information processing based on these stored programs. Execute. The control unit 102 is functionally conceptually composed of a screen display control unit 102a, a unit price estimate information processing unit 102b, a billing information processing unit 102c, a cost information processing unit 102d, a balance information processing unit 102e, and a master maintenance unit 102f. It has.

  The screen display control unit 102a displays an input screen (for example, an estimate input screen, an estimate details screen, a billing information screen, a cost information screen, a balance information screen, etc.) and an output screen (estimate output screen, simple cost calculation) displayed on the monitor 114. Control the display of various screens such as the document output screen) and the master maintenance screen.

  The unit price estimate information processing unit 102b includes unit price estimate information for generating a unit price estimate including estimated items and estimated unit price data in accordance with an operator's operation on the input screen (see FIG. 4) displayed on the monitor 114. Is stored in the unit price estimate information file 106a.

  Further, the unit price estimate information processing unit 102b may output a (unit price) estimate based on the unit price estimate information stored in the unit price estimate information file 106a.

  The billing information processing unit 102c includes billing item, billing quantity, and billing unit price data according to an operator's operation on the input screen (see FIG. 5) displayed on the monitor 114. Information is input and stored in the billing information file 106b.

  The cost information processing unit 102d includes a profit management including data on cost items, cost quantities, and cost unit prices of billing items in accordance with an operator's operation on the input screen (see FIG. 6) displayed on the monitor 114. Cost information is input and stored in the cost information file 106c.

  The balance information processing unit 102e creates balance (prediction) information for evaluating profitability based on the billing information stored in the billing information file 106b and the cost information stored in the cost information file 106c. And displayed on the input screen (see FIG. 7).

  Further, the balance information processing unit 102e may output a simple cost calculation document (see FIG. 8) based on the balance information.

  The master maintenance unit 102f inputs / adds / changes data of the cost item master 106d for each billing item and other masters 106e according to the operation of the operator on a master maintenance screen (not shown) displayed on the monitor 114. Edit.

[3. Concrete example]
With reference to FIGS. 1-6, the specific example of the process of the unit price estimation apparatus 100 in this Embodiment is demonstrated. First, with reference to FIG.1 and FIG.3, the outline of the whole process of the unit price estimation apparatus 100 in this Embodiment is demonstrated. FIG. 3 is a flowchart for explaining an example of overall processing of the unit price estimation apparatus 100 according to the present embodiment.

  In FIG. 3, first, the unit price estimate information processing unit 102b includes a unit price estimate including estimated items and estimated unit price data in accordance with an operation of an operator (for example, a sales person) on the input screen (see FIG. 4). The unit price estimate information for creation is input and stored in the unit price estimate information file 106a (step S1).

  In steps S2 to S4, a profitability simulation is performed. The billing information processing unit 102c inputs billing information for revenue management including a billing item, a billing quantity, and a billing unit price according to an operator's operation on the input screen (see FIG. 5), and a billing information file It is stored in 106b (step S2).

  The cost information processing unit 102d inputs cost information for revenue management including a cost item, a cost quantity, and a cost unit price of a billing item in accordance with an operator's operation on the input screen (see FIG. 6). It stores in the cost information file 106c (step S3).

  The balance information processing unit 102e is based on the billing information stored in the billing information file 106b and the cost information stored in the cost information file 106c in response to an operator operation on the input screen (see FIG. 7). The balance information for judging profitability is created (calculated) (step S4).

  Profitability is judged based on this balance information. If profitability is insufficient, billing information and cost information are corrected in steps S2 and S3, and balance information is created again (step S4). Repeat until sex is satisfactory. When the billing unit price of the billing information is modified, the data of the estimated unit price corresponding to the unit price estimation information may be modified.

  If the profitability is sufficient, the unit price estimation information processing unit 102b may output a unit price estimate based on the unit price estimation information in accordance with the operation of the operator. Further, the balance information processing unit 102e may output a simple cost calculation document (see FIG. 8) based on the revenue information in accordance with the operation of the operator.

  A specific example of the processing of the unit price estimation apparatus 100 according to the present embodiment will be described with reference to FIGS. 1 and 4 to 9. 4 to 9 show specific examples of processing of the unit price estimation apparatus 100 according to the present embodiment, and FIGS. 4 to 7 are diagrams showing display examples of input screens displayed on the monitor 114. FIG. FIG. 8 is a diagram showing an output example of the simple cost calculation document. FIG. 9 is a diagram illustrating an example of a workflow. In the following description of the specific example, a case will be described in which a data example of the cost item master 106d by billing item shown in FIG. 2 is used.

  FIG. 4 is a diagram illustrating an example of the estimate input screen 400. In the example of the estimate input screen 400 shown in FIG. 4, a column for inputting “estimation NO”, a button 401 for displaying an “estimation detail screen”, a button 402 for displaying a “billing information screen”, A button 403 for displaying a “cost information screen”, a button 404 for displaying a “balance information screen”, and a registration button (not shown) for registering data input on the screen are displayed. . When “estimate NO” is input, if the corresponding data is stored in the file in the storage unit 106, it is read out and displayed.

(Entering unit price estimate information)
In FIG. 4, the estimate detail screen 410 is displayed by pressing the button 401. On the estimate detail screen 410, unit price estimate information can be registered. The unit price estimate information is data for creating an estimate for an estimate to be submitted to the customer. In the case of a unit price estimate, the quantity amount and the estimated amount cannot be entered. The hatched portion is an item that is automatically displayed and cannot be input.

  In the estimate detail screen 410, line number automatically assigned, estimate item (estimation item CD, estimate item name), tax category (tax category CD, tax category name), unit price estimate category (unit price estimate category CD, (Unit price estimate category name), estimated quantity, estimated unit (estimated unit CD, estimated unit name), currency unit, estimated unit price, estimated amount, and remarks are displayed. Estimated item CD, tax category CD, unit price estimate category CD, estimate unit CD, currency unit, estimated unit price, and remarks data can be input. When the estimate item CD, tax category CD, unit price estimate category CD, and estimate unit CD are input, the corresponding estimate item name, tax category name, unit price estimate category name, and estimate unit name are read from the other master 106e. Displayed automatically. Since it is for creating a unit price estimate, the estimated quantity and the estimated amount cannot be input, and “0” is displayed.

  In the example illustrated in FIG. 4, for the estimate NO “NEG0001”, the first line includes an estimate item (B01: delivery fee 10t), a tax category (0: taxation), a unit price estimate category (1: unit price estimate), and an estimate unit. (31: unit), currency unit (USD), and estimated unit price “$ 340.00” are entered. On the second line, the estimate item (C01: packing work fee), tax classification (0: taxation), unit price estimation class (1: unit price estimation), estimation unit (54: R / T), currency unit (JPY), The estimated unit price “¥ 10,000.00” is entered. The third line shows the estimated item (D01: inspection work fee), tax classification (0: taxation), unit price estimation class (1: unit price estimation), estimation unit (11: case), currency unit (JPY), estimated unit price “¥ 15,000.00” and the remarks “matching” are input.

  When a registration button (not shown) is pressed, the data displayed on the estimate detail screen 410 is registered in the unit price estimate information file 106a as unit price estimate information. In addition, when a button (not shown) in FIG. 4 is pressed, an estimate based on estimated unit price information may be output.

(Input billing information)
In FIG. 5, a billing information screen 420 is displayed by pressing a button 402. On the billing information screen 420, data corresponding to the unit price estimate information is read from the unit price estimate information file 106a using the estimate NO as a key and displayed.

  In the billing information screen 420, line No., billing item (billing category CD, billing category name), currency unit, tax category (tax category CD, tax category name), billing party (billing party CD, billing party name), billing Quantity, billing unit (billing unit CD, billing unit name), each time of closing (CD every time of closing, each time of closing), billing unit price, billing amount, billing consumption tax, billing amount yen loan, billing consumption tax yen loan The item is displayed.

  Line No., billing item (billing category CD, billing category name), currency unit, tax category (tax category CD, tax category name), billing unit (billing unit CD, billing unit name), billing unit price is estimated NO key As shown, the data corresponding to the unit price estimate information is read from the unit price estimate information file 106a and displayed.

  When the billing destination CD and the contracting time CD are input, the corresponding billing destination name and the ordering or contracting time are read from the other master 106e and displayed. When the invoiced quantity is entered, the invoiced amount, the invoiced consumption tax, the invoiced amount yen loan, and the invoiced consumption tax yen loan are automatically calculated and displayed.

  In the example shown in FIG. 5, in the first line, the invoiced quantity “2.00” is input, the invoiced amount “¥ 90,000.000”, the invoiced consumption tax “¥ 720.00”, the invoiced amount yen loan “ “¥ 90,000” and a charged consumption tax yen loan “¥ 720” are automatically calculated and displayed. In the second line, the invoiced quantity “2.00” is input, the invoiced amount “¥ 30,000.000”, the invoiced consumption tax “¥ 2,400.00”, the invoiced amount yen loan “¥ 30,000”. 000 ”and the charged consumption tax yen loan“ ¥ 2,400 ”are automatically calculated and displayed. In the third line, the invoiced quantity “1.00” is input, the invoiced amount “¥ 15,000.000”, the invoiced consumption tax “¥ 1,200.00”, the invoiced amount yen loan “15,000”. "A billed consumption tax yen loan" ¥ 1,200 "is automatically calculated and displayed.

  When the registration button is pressed, the data displayed on the billing information screen 420 is registered in the billing information file 106b as billing information.

(Enter cost information)
In FIG. 6, when a button 403 is pressed, a cost information screen 430 is displayed. On the cost information screen 430, data corresponding to the billing information is read from the billing information file 106b and displayed using the estimate NO as a key.

  The cost information screen 430 includes line number, cost item (cost item CD, cost item name), payee (payee CD, payee name), currency unit, tax classification (tax classification CD, tax classification name), cost Whether to exclude items such as quantity, cost unit (cost unit CD, cost unit), unit cost, cost unit price, cost amount, cost consumption tax, cost amount yen loan, and cost consumption tax yen loan, and balance management A box for designating whether or not to be used (if the box is excluded from the balance management target, check the box) is displayed.

  For the cost items, the cost item master 106d for each billing item is referred to, and the cost item CD corresponding to the billing item CD of the billing information in the billing information file 106b and the other cost item CD corresponding to the cost item CD are referred to The cost item name of the master 106e is acquired and automatically displayed.

  When the payee CD is input, the corresponding payee name is read from the other master 106e and displayed.

  Enter the cost quantity and cost unit price. For the cost quantity, enter the expected quantity. The cost amount, cost consumption tax, cost amount yen rental, and cost consumption tax yen are automatically calculated and displayed from the cost quantity (expected unit price) and the cost unit price.

  Note that it is possible to estimate a plurality of unit prices even for the same cost item (in the example shown in FIG. 6, the case where the currency unit and unit price are different depending on the delivery company). In this case, it is possible to exclude the item from the balance management by checking the item not covered by the balance. In addition, a case where there is a payee who is performing a quantity discount has a characteristic that it is easy to feed back to the estimate details because the quantity is virtually managed.

  The example shown in FIG. 6 shows an example in which the same cost item (B01: delivery fee 10t) has different currency units and cost unit prices depending on the delivery company. For the cost item “B01: delivery fee 10t”, the payee “U0001: B Transportation Co., Ltd.” on the first line has the currency unit “USD” and the cost unit price “$ 100.00”. The payee “A0001: C Transportation Co., Ltd.” has a currency unit “JPY” and a cost unit price “¥ 22,500.00”.

  Entering the cost quantity “2.00” for “U0001: B Transportation Co., Ltd.” on the first line, the cost amount “$ 200.00”, the cost consumption tax “$ 16.00”, the cost amount yen loan “¥” “24,000” and cost consumption tax yen loan “¥ 1,920” are automatically calculated and displayed.

  Entering the cost quantity “2.00” for “A0001: C Transportation Co., Ltd.” on the second line, the cost amount “¥ 45,0000.00”, the cost consumption tax “¥ 3,600.00”, the cost amount Yen loan “¥ 45,000” and cost consumption tax yen loan “¥ 3,600” are automatically calculated and displayed.

  The cost item “C01: packing work fee” on the third line is the payee “A0001: C Transportation Co., Ltd.”, the cost unit price “¥ 12,000,000”, and the cost quantity “2.00”. When entered, the cost amount “¥ 24,000”, the cost consumption tax “¥ 1920.00”, the cost amount yen loan “¥ 24,000”, and the cost consumption tax yen loan “¥ 1,920” are automatically calculated. Displayed.

  In the fourth and fifth lines, a plurality of cost items “D11: X-ray inspection fee” and “D12: inspection attendance fee” corresponding to the billing item “D01: inspection work fee” in FIG. 2 are displayed.

  The cost item “D11: X-ray inspection fee” in the fourth line is the payee “X001: own company”, the cost unit price “¥ 3,000.00”, and the requested quantity “1.00” is entered. , The cost amount “¥ 3,000,000”, the cost consumption tax “¥ 240.00”, the cost amount yen loan “¥ 3,000”, and the cost consumption tax yen loan “¥ 240” are automatically calculated and displayed. .

  “D12: Inspection attendance fee” on line 5 is the payee “X001: own company”, the cost unit price “¥ 1,00.00”, the invoiced quantity “1.00” is input, and the cost The amount “¥ 100,000”, the cost consumption tax “¥ 80.00”, the cost amount yen loan “¥ 1,000”, and the cost consumption tax yen loan “¥ 80” are automatically calculated and displayed.

  When the registration button is pressed, the data displayed on the cost information screen 430 is registered as cost information in the cost information file 106c.

(Confirm balance information)
In FIG. 7, when a button 404 is pressed, a balance information screen 440 for displaying balance information is displayed. On the balance information screen 440, the billing information and cost information data corresponding to the billing information file 106b and the cost information file 106c are read and displayed using the estimate NO as a key.

  On the balance information screen 440, billing information is displayed in area A1, cost information is displayed in area A2, and balance is displayed in area A3.

  In area A1, the billing information (billing category CD, billing category name), currency unit, tax category (tax category CD, tax category name), billing quantity, billing unit (billing unit CD, billing unit name), Data of items such as a billing amount (= billing amount + billing consumption tax), a billing amount yen lending (= billing amount yen lending + billing consumption tax yen), and the like are displayed.

  In area A2, cost item (cost item CD, cost item name), currency unit, cost quantity, cost unit (cost unit CD, cost unit), cost amount (= cost amount + cost consumption tax), cost amount yen loan Data of items such as (= cost amount yen loan + cost consumption tax yen loan) is displayed.

  In area A3, the total billed, total cost, total gross profit, total billed yen, total cost yen, total gross profit, and gross profit rate are displayed. [Billing Total] is the sum of the billing amount (displayed only when all billing currency units are the same currency), [Billing Total Yen] is the sum of the billing amount yen, and [Total Cost] is the sum of the cost amount (billing currency) (Displayed only when all units are in the same currency), [Cost Total Yen] is the total of the cost amount Yen, [Gross Margin] is [Billing Total]-[Cost Total], [Gross Margin Yen] Total Billed]-[Total Cost]. Total bill, total cost, and gross margin are displayed when the currency unit is the same for each item.

  In the example shown in FIG. 7, the total charge = ¥ 124,320.00 (= 90, 720.00 + 32, 400.00 + 16,200), the total charge ¥ = 124,320 (= 90,720 + 32,400 + 16,200), Total cost = ¥ 78,840.00 (= 48,600.00 + 25,920.00 + 3,240.00 + 1,080.00), total cost = ¥ 78,840 (= 48,600 + 25,920 + 3,240 + 1,080) , Gross profit total = ¥ 45,480.00 (= 124,320.00-78,840.00), Gross profit yen total = ¥ 45,480 (= 124,320-78,840), Gross profit rate = 0 37 (= 45, 480.00 ÷ 124, 320.00).

  Thus, the balance information can be confirmed in real time from the billing information and the cost information. If it is determined that there is no profitability from the balance information, correct the billing information (for example, billed quantity, unit price) and cost information (for example, cost quantity, unit price), check the balance information again, Simulations can be performed until profitability is within a reasonable range. Further, the estimated unit price may be changed to the invoiced unit price when revenue is generated, and the unit price estimate may be created.

  In FIG. 7, when a button (not shown) is pressed, a simple cost calculation document based on the balance information may be output. The simple cost statement may be output alone or in a set with an estimate.

  FIG. 8 is a diagram showing an output example of the simple cost calculation document. For example, the simplified cost accounting may be submitted as an internal approval document when an application for approval of an estimate is submitted to the superior.

  In the example shown in FIG. 8, the total bill, total cost, and gross profit are displayed when the currency unit is the same for each item. A detail in which a plurality of cost items are linked to one billing item may be displayed as shown in a broken line so that the correspondence between the billing item and the plurality of cost items can be understood.

(Workflow example)
FIG. 9 is a diagram illustrating an example of an approval workflow image. You may implement this Embodiment by a workflow. In FIG. 9, for example, upon receiving a unit price estimation request from a customer by TEL or FAX, the person in charge in the sales department inputs unit price estimation information, billing information, and cost information by using the unit price estimation device 100. A simple cost statement (in-house approval document) is created, and an application for approval of an estimate is sent to the superior terminal device 201 with the simple cost statement attached. The superior can look at the simple cost statement and decide whether or not to use this estimate. If the supervisor approves, the person in charge sends an estimate to the customer. In the case of disapproval, the person in charge corrects the billing information and the cost information and transmits the application for approval again.

  In this way, it is possible to more accurately evaluate the profitability and validity judgment of the estimate by passing through the approval workflow.

As described above, according to the present embodiment, the unit price estimate information processing unit 102b that inputs the unit price estimate information for creating a unit price estimate including the estimate item and the estimated unit price data and registers it in the storage unit; Billing information processing unit 102c that inputs billing information for revenue management including billing item, billing quantity, and billing unit price data, and registers it in the storage unit 106; cost item, cost quantity, and cost unit price of the billing item Profitability is judged based on the cost information processing unit 102d that inputs the cost information for revenue management including the above data and registers it in the storage unit 106, and the billing information and cost information registered in the storage unit 106 A balance information processing unit 102e for creating balance information for
Therefore, it is possible to perform a balance simulation by simultaneously managing the unit price estimate data and the balance management data.

  In addition, according to the present embodiment, the unit price estimate information processing unit 102b outputs the unit price estimate based on the unit price estimate information, and therefore outputs the unit price estimate for submission to the customer. Is possible.

  In addition, according to the present embodiment, the balance information processing unit 102e outputs a cost statement based on the balance information, so a cost statement for confirming the balance in the company and performing approval, etc. Can be output.

  Further, since the requested quantity is a quantity in a service industry other than the number, it is useful in a service industry or the like that does not create an estimate by the number.

  Further, since the balance information includes the sum of the billed amount, the sum of the cost amount, and the sum of the gross profit amount, the profitability can be easily determined.

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

  For example, among the processes described in the embodiments, all or part of the processes described as being automatically performed can be performed manually, or all of the processes described as being performed manually are all performed. Alternatively, a part can be automatically performed by a known method.

  In addition, the processing procedures, control procedures, specific names, information including parameters such as registration data and search conditions for each processing, screen examples, and database configurations shown in the present specification and drawings, unless otherwise specified. Can be changed arbitrarily.

  Moreover, regarding the unit price estimation apparatus 100, each illustrated component is functionally conceptual and does not necessarily need to be physically configured as illustrated.

  For example, the processing functions provided in the unit price estimation apparatus 100, in particular, each processing function performed by the control unit 102, is realized by the CPU and a program that is interpreted and executed by the CPU. It may also be realized as hardware by wired logic. Note that the program is recorded on a non-transitory computer-readable recording medium including a programmed instruction for causing the information processing apparatus to execute the processing described in the present embodiment. 100 mechanically read. In other words, in a storage unit such as a ROM or a HDD (Hard Disk Drive), a computer program for giving instructions to the CPU in cooperation with the OS and performing various processes is recorded. This computer program is executed by being loaded into the RAM, and constitutes a control unit in cooperation with the CPU.

  The computer program may be stored in an application program server connected to the unit price estimation apparatus 100 via an arbitrary network, and may be downloaded in whole or in part as necessary. is there.

  In addition, a program for executing the processing described in this embodiment may be stored in a non-temporary computer-readable recording medium, or may be configured as a program product. Here, the “recording medium” refers to a memory card, USB (Universal Serial Bus) memory, SD (Secure Digital) card, flexible disk, magneto-optical disk, ROM, EPROM (Erasable Programmable Read Only Memory), EEPROM (registration). Trademark) (Electrically Erasable and Programmable Read Only Memory), CD-ROM (Compact Disk Read Only Memory), MO (Magneto-Optical disk), DVD (Digital Digital, Trademark) Any “portable physical media It is intended to include.

  The “program” is a data processing method described in an arbitrary language or description method, and may be in any form such as source code or binary code. Note that the “program” is not necessarily limited to a single configuration, and functions are achieved in cooperation with a separate configuration such as a plurality of modules and libraries or a separate program represented by the OS. Including things. In addition, a well-known structure and procedure can be used about the specific structure and reading procedure for reading a recording medium in each apparatus shown to this embodiment, the installation procedure after reading, etc.

  Various databases and the like stored in the storage unit 106 are storage devices such as a memory device such as a RAM and a ROM, a fixed disk device such as a hard disk, a flexible disk, and an optical disk. Programs, tables, databases, web page files, and the like.

  The unit price estimation apparatus 100 may be configured as an information processing apparatus such as a known personal computer or workstation, or may be configured as the information processing apparatus connected to an arbitrary peripheral device. The unit price estimation apparatus 100 may be realized by installing software (including a program or data) that realizes the processing described in this embodiment in the apparatus.

  Furthermore, the specific form of distribution / integration of the devices is not limited to that shown in the figure, and all or a part of them may be functionally or physically in arbitrary units according to various additions or according to functional loads. It can be configured to be distributed and integrated. That is, the above-described embodiments may be arbitrarily combined and may be selectively implemented.

DESCRIPTION OF SYMBOLS 100 Unit price estimation apparatus 102 Control part 102a Screen display control part 102b Unit price estimation information processing part 102c Request information processing part 102d Cost information processing part 102e Balance information processing part 102f Master maintenance part 104 Communication interface part 106 Storage part 106a Unit price estimation information file 106b Billing information file 106c Cost information file 106d Cost item master by billing item 106e Other master 108 Input / output interface unit 112 Input device 114 Output device 200 Server 201 Terminal device 300 Network

Claims (7)

A unit price estimation apparatus including a control unit and a storage unit,
The controller is
Unit price estimate information processing means for inputting unit price estimate information for creating a unit price estimate including data of an estimate item and an estimated unit price and registering in the storage unit;
Bill information processing means for inputting billing information for revenue management, including billing item, billing quantity, and billing unit price data, and registering it in the storage unit;
Cost information processing means for inputting cost information for revenue management including data on cost items, cost quantities, and cost unit prices of the billing items, and registering them in the storage unit;
Balance information processing means for creating balance information for judging profitability based on the billing information and the cost information registered in the storage unit;
A unit price estimation apparatus comprising:   The unit price estimation apparatus according to claim 1, wherein the unit price estimation processing unit outputs a unit price estimate based on the unit price estimation information registered in the storage unit.   The unit price estimation apparatus according to claim 1 or 2, wherein the balance information processing means outputs a cost calculation document based on the balance information.   The unit price estimation apparatus according to any one of claims 1 to 3, wherein the requested quantity is a quantity in a service industry other than the quantity.   5. The unit price estimation apparatus according to claim 1, wherein the balance information includes a sum of billing amounts, a sum of cost amounts, and a sum of gross profit amounts. A unit price estimation method for causing an information processing apparatus including a control unit and a storage unit to execute,
Executed by the control unit,
A unit price estimate information registration step for inputting unit price estimate information for unit price estimate creation including a estimate item and estimated unit price data and registering it in the storage unit;
A billing information registration step of inputting billing information for revenue management including billing item, billing quantity, and billing unit price data and registering it in the storage unit;
Cost information registration step of inputting cost information for revenue management including data of cost item, cost quantity, and cost unit price of the billing item, and registering in the storage unit;
Balance information creation step for creating balance information for determining profitability based on the billing information and the cost information registered in the storage unit;
The unit price estimation method characterized by including. A unit price estimation program for causing an information processing apparatus including a control unit and a storage unit to execute,
In the control unit,
A unit price estimate information registration step for inputting unit price estimate information for unit price estimate creation including a estimate item and estimated unit price data and registering it in the storage unit;
A billing information registration step of inputting billing information for revenue management including billing item, billing quantity, and billing unit price data and registering it in the storage unit;
Cost information registration step of inputting cost information for revenue management including data of cost item, cost quantity, and cost unit price of the billing item and registering in the storage unit;
Balance information creation step for creating balance information for determining profitability based on the billing information and the cost information registered in the storage unit;
Unit price estimation program for executing.

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