JP2024006268A - Business management system, business management method and program - Google Patents

Abstract

PROBLEM TO BE SOLVED: To achieve labor saving of a series of business flow adding to creating a mechanism in which all persons in charge of a case can share the case.

SOLUTION: A business management system for an ordering party of a commodity or a service to manage a business flow acquires an estimation sheet and a contract sheet associated with order of the commodity or the service, and outputs an execution management screen that includes link information of the estimation sheet and the contract sheet, and includes an execution condition list in which the commodity or the service indicated in the estimation sheet is indicated by an input expression having a unit price and a quantity. Further, the business management system issues a billing statement of the execution condition list when it is determined that the commodity or the service of the execution condition list is approved.

SELECTED DRAWING: Figure 1

COPYRIGHT: (C)2024,JPO&INPIT

Description

The present invention relates to a technique that is effective when an orderer of goods or services manages a business flow.

In recent years, technologies related to improving business efficiency in commercial transactions have been attracting attention.
For example, in Patent Document 1, a management server, a client terminal used by a client who obtains an estimate for automobile parts and further orders automobile parts according to the estimate, and a parts manufacturer that supplies automobile parts to the client A commercial transaction system is disclosed that includes an installed manufacturer terminal and a delivery company terminal used by a delivery company that delivers automobile parts manufactured by a parts manufacturer to a destination designated by a client. In this commercial transaction system, it is disclosed that a management server receives transaction condition data including trade conditions regarding automobile parts from a client terminal, and creates provisional quotation information and final quotation information based on this data.
In addition, Patent Document 2 discloses a message screen where a message is displayed in an interactive format based on an instruction to make adjustments to order information input from a terminal device of an orderer or a terminal device of an order taker. is displayed on the terminal device from which the instruction is input, identification information for identifying the order information to be adjusted is displayed on the message screen, the input of a message regarding changes to the order information input from the message screen is accepted, and the received message and A transaction system is disclosed that displays a message screen containing identification information on a terminal device of a message destination.

Japanese Patent Application Publication No. 2005-309851 Japanese Patent Application Publication No. 2022-027079

In normal business transactions, when making a contract, the business flow is to issue an estimate, conclude a contract, provide actual delivery or service, issue an invoice, confirm the invoice, and make payment. It is being carried out in
This work flow is often managed on a per-purchase product or service basis, so to speak, on a case-by-case basis, but currently companies are assigned a person in charge of each process. That is, for example, person X from the accounting department is assigned to create an estimate, person Y from the legal department is assigned to conclude a contract, person Z from the management department is responsible for confirming delivery, and so on. , business is managed vertically by department.
However, if different people are in charge of each business process, information sharing between departments is not sufficient.For example, even for the same project, the person in charge of preparing the estimate may be in charge of the contract details of the person in charge of the legal department. The problem was that people did not know what was going on.
Therefore, it is desirable to create a system that allows all personnel involved in a project to share information about the project. In addition, it was hoped that this series of work flows could be made even a little bit more labor-saving.
However, the techniques described in Patent Documents 1 and 2 do not create a system in which a case can be shared by all the persons in charge of the case, and in addition, they do not allow a series of work flows to be simplified.
Therefore, the inventor of the present invention focused on the need for a system that could reduce the labor involved in this series of work flows, in addition to creating a system that would allow all personnel involved in the project to share the project.

The present invention aims to provide a business management system, a business management method, and a program that make it possible to save labor in a series of work flows, in addition to creating a system that allows all the people in charge of the work to share the work.

The present invention is a business management system for a product or service orderer to manage business flow, the system comprising:
an acquisition department that obtains quotations and contracts related to orders for the products or services;
an output unit that outputs a performance management screen that includes link information of the estimate and the contract and includes a list of performance conditions in which unit prices and quantities of the products and services indicated in the estimate are entered;
Provides a business management system with.

According to the present invention, a business management system for a product or service orderer to manage a business flow obtains a quotation and a contract related to the ordering of the product or service, and A performance management screen including link information and a list of performance conditions in which the unit price and quantity of the products and services indicated in the estimate are entered is output.

Although the present invention is in the category of systems, similar actions and effects can be achieved even in methods and programs.

According to the present invention, in addition to creating a system in which a case can be shared among all the persons in charge of the case, it is possible to save labor in a series of work flows.

1 is a diagram illustrating an overview of a business management system 1. FIG. 1 is a diagram showing a functional configuration of a business management system 1. FIG. FIG. 2 is a diagram showing a flowchart of estimate acquisition processing executed by the business management system 1. FIG. 2 is a diagram showing a flowchart of contract acquisition processing executed by the business management system 1. FIG. 2 is a diagram showing a flowchart of performance management screen output processing executed by the business management system 1. FIG. 2 is a diagram schematically showing an example of a performance management screen output by the computer 10. FIG.

DESCRIPTION OF THE PREFERRED EMBODIMENTS Hereinafter, modes for carrying out the present invention (hereinafter referred to as embodiments) will be described in detail with reference to the accompanying drawings. In the subsequent figures, the same numbers or symbols are given to the same elements throughout the description of the embodiments.

[Overview of business management system 1]
FIG. 1 is a schematic diagram for explaining an overview of the business management system 1. As shown in FIG.
In the business management system 1, a computer 10 having a server function cooperates with an orderer terminal 20 managed by the orderer of the product or service to realize processing for the orderer of the product or service to manage the business flow. do.

The terminals and devices that make up the business management system 1 will be explained.
The business management system 1 may be any system as long as it includes a computer 10 having at least a server function. This computer 10 may be realized by, for example, one computer, or may be realized by a plurality of computers such as a cloud computer.
In this specification, a cloud computer refers to one that uses any computer in a scalable manner to perform a certain function, or one that includes multiple functional modules to realize a certain system, and whose functions can be freely combined. It can be anything.
In this specification, the business management system 1 includes, in addition to the computer 10, an orderer terminal 20 managed by a product or service orderer.
The terminal devices constituting the business management system 1 are merely examples, and the number, types, and functions of the terminal devices other than the computer 10 can be changed as appropriate.

An overview of the processing steps executed by the business management system 1 for a product or service orderer to manage the business flow will be explained.

The computer 10 obtains an estimate and a contract related to ordering a product or service (step S1).
The computer 10 obtains the estimate and the contract from the orderer terminal 20 managed by the orderer of the product or service.
The computer 10 records the obtained estimate and contract.
The computer 10 provides each of the recorded estimates and contracts with link information, which is information that describes information about reference destinations such as identification information and location information of each of the recorded estimates and contracts using a specific notation. Generate for. The computer 10 links each piece of generated link information to each of the estimate and the contract.

The computer 10 outputs a performance management screen that includes link information of the quotation and the contract, and includes a list of performance conditions in which the unit price and quantity of the products and services indicated in the quotation are entered (step S2).
Computer 10 generates performance terms associated with orders for goods or services. The performance conditions are, for example, the contents necessary for ordering the product or service, such as the name, quantity, unit, unit price, and amount of the product or service. The computer 10 generates the performance conditions based on the contents of the obtained quotation.
The computer 10 generates a performance condition list that summarizes the generated performance conditions.
Based on a request from the orderer, the computer 10 displays a performance management screen that includes link information of the quotation and the contract, and includes a list of performance conditions in which the unit price and quantity of the products and services indicated in the quotation are entered. is transmitted to the orderer terminal 20.
The orderer terminal 20 receives this fulfillment management screen and displays it on its own display unit.
By displaying this performance management screen on the orderer's terminal 20, the computer 10 displays the performance management screen that includes link information of the quotation and the contract, and inputs the unit price and quantity of the products and services shown in the quotation. Output a fulfillment management screen that includes a list of conditions.

The above is an overview of the business management system 1.
According to this business management system 1, in addition to creating a system that allows all the persons in charge of a matter to share the matter, it is possible to save labor in a series of business flows.

[Device configuration]
FIG. 2 is a block diagram showing the configuration of the business management system 1. The business management system 1 is a system for a person ordering a product or service to manage a business flow, and includes at least a computer 10 . In this embodiment, the business management system 1 further includes an orderer terminal 20 that is managed by a product or service orderer.
The business management system 1 is a system in which a computer 10 and an orderer terminal 20 are connected to enable data communication via a network 5 such as a public line network.
Note that the terminal devices constituting the business management system 1 are merely examples, and the number, types, and functions of the terminal devices other than the computer 10 can be changed as appropriate.

The computer 10 has a server function, and may be implemented by, for example, one computer or multiple computers such as a cloud computer.
The computer 10 includes a CPU (Central Processing Unit), a GPU (Graphics Processing Unit), a RAM (Random Access Memory), a ROM (Read Only Memory), etc. as a control unit, and as a communication unit, with other terminals, devices, etc. An acquisition unit 11 that acquires quotations and contracts related to the ordering of devices, goods, or services to enable communication, including link information of the quotations and contracts, and the unit price of the goods and services indicated in the quotation. , an output unit 12 and the like that outputs a performance management screen including a list of performance conditions in which quantities are input.
The computer 10 also includes a data storage unit such as a hard disk, a semiconductor memory, a recording medium, a memory card, etc. as a recording unit.
Further, the computer 10 includes various devices and the like that execute various processes as a processing unit.

In the computer 10, by reading a predetermined program, the control section cooperates with the communication section to realize an acquisition module, a performance management screen output module, a reception module, and an invoice output module.
Further, in the computer 10, by reading a predetermined program, the control section cooperates with the recording section to realize a document recording module and a link information recording module.
Further, in the computer 10, the control section reads a predetermined program, thereby realizing a link information generation module, a fulfillment condition generation module, a list generation module, and an issuance module in cooperation with the processing section.

The orderer terminal 20 managed by a product or service orderer is, for example, a mobile terminal such as a mobile phone, a smartphone, or a tablet terminal, or a terminal device such as a personal computer.
The orderer terminal 20 has a CPU, GPU, RAM, ROM, etc. as a terminal control unit, a device etc. for enabling communication with other terminals and devices as a communication unit, and various types of input/output units as an input/output unit. It is equipped with devices, etc. for inputting and outputting information.

Below, each process executed by the business management system 1 will be explained together with the processes executed by each of the modules described above.
In this specification, each module may execute its processing content as its own function, or may execute it via a predetermined application.

[Quotation acquisition process executed by computer 10]
Based on FIG. 3, the estimate acquisition process executed by the computer 10 will be described. This figure is a flowchart of the estimate acquisition process executed by the computer 10. This quotation acquisition process is the details of the quotation acquisition process in the acquisition process (step S1) for acquiring the quotation and contract related to the ordering of the product or service described above.

The acquisition module acquires an estimate for a product or service (step S10).
The acquisition module acquires this estimate from the orderer terminal 20 managed by the orderer of the product or service.
The orderer terminal 20 accepts input of necessary information into a quotation in a predetermined format set in advance, and creates a quotation based on the received contents. Necessary information includes, for example, the quotation number, quotation date, company name, subject, delivery date, payment terms, expiration date, summary (for example, name of product or service), quantity, unit price, amount, and notes. The orderer terminal 20 creates this estimate using a predetermined data format such as document data, spreadsheet data, and PDF (Portable Document Format) data. Note that the orderer terminal 20 obtains the estimate prepared by the orderer, etc., read by a reading device such as a scanner, converts the obtained estimate into a predetermined data format, and creates an estimate. good.
The orderer terminal 20 transmits the created estimate to the computer 10.
The acquisition module receives this quotation and acquires a quotation for the product or service.

The document recording module records the obtained estimate (step S11).
The document recording module records the quotation identifier (for example, management number, name) and the quotation in association with each other.

The link information generation module generates link information for the recorded estimate (step S12).
The link information of the quotation is information in which information about the reference destination, such as identification information and location information of the quotation reference destination, is written using a specific notation.
The link information generation module generates information regarding the reference destination of the recorded estimate as link information. The link information generation module links the generated link information to the recorded estimate.

The link information recording module records link information of the generated estimate (step S13).
The link information recording module records the generated link information in a state where it is linked to the recorded estimate.

The above is the estimate acquisition process.
The business management system 1 uses the quotation acquired through this quotation acquisition process to execute the process described below.

[Contract acquisition process executed by computer 10]
The contract acquisition process executed by the computer 10 will be explained based on FIG. 4. This figure is a flowchart of a contract acquisition process executed by the computer 10. This contract acquisition process is the details of the process of acquiring a contract in the acquisition process (step S1) for acquiring an estimate and a contract related to the ordering of a product or service described above.

The acquisition module acquires the contract for the product or service (step S20).
The acquisition module acquires this contract from the orderer terminal 20 managed by the orderer of the product or service.
The orderer terminal 20 receives input of necessary information into a contract in a predetermined format set in advance, and creates a contract based on the received contents. Necessary information includes, for example, general rules, matters related to contracts, matters related to notification obligations, matters related to estimates, matters related to supplied products, matters related to loaned products, matters related to occasional inspections, prohibited matters, matters related to delivery, matters related to payment, and quality assurance. matters related to environmental protection, matters related to compliance, and general regulations. The orderer terminal 20 creates this contract using a predetermined data format such as document data, spreadsheet data, PDF data, etc. Note that the orderer terminal 20 obtains the contract created by the orderer, etc., read by a reading device such as a scanner, converts the obtained contract into a predetermined data format, and creates the contract. good.
The orderer terminal 20 transmits the created contract to the computer 10.
The acquisition module receives this contract and acquires the contract for the product or service.

The document recording module records the acquired contract (step S21).
The document recording module records the contract identifier (for example, management number, name) and the contract in association with each other.

The link information generation module generates link information for the recorded contract (step S22).
The link information of the contract is information that describes information about the reference destination, such as identification information and location information of the reference destination of the contract, using a specific notation.
The link information generation module generates information regarding the reference destination of the recorded contract as link information. The link information generation module links the generated link information to the recorded contract.

The link information recording module records the link information of the generated contract (step S23).
The link information recording module records the generated link information in a state where it is linked to the recorded contract.

The above is the contract acquisition process.
The business management system 1 uses the contract acquired through this contract acquisition process to execute the process described below.

[Performance management screen output process executed by computer 10]
Based on FIG. 5, the performance management screen output process executed by the computer 10 will be described. This figure is a flowchart of the performance management screen output process executed by the computer 10. This performance management screen output process outputs a performance management screen that includes the link information of the above-mentioned quotation and contract, and includes a list of performance conditions in which the unit price and quantity of the products and services indicated in the quotation are entered. This is the details of the output process (step S2). This performance management screen output process is a process that uses the estimate obtained by the above-mentioned estimate obtaining process and the contract obtained by the above-described contract obtaining process.

The fulfillment condition generation module generates fulfillment conditions related to the ordering of goods or services (step S30).
The performance conditions are, for example, the contents necessary for ordering the product or service, such as the name, quantity, unit, unit price, and amount of the product or service. In this embodiment, the performance conditions will be described as the name, quantity, unit, unit price, and amount of the product or service.
The performance condition generation module generates the performance conditions based on the contents of the obtained quotation. The performance condition generation module performs data analysis on the obtained quotation, identifies the name, quantity, unit, unit price, and amount of the products and services described in this quotation, and creates performance conditions based on these. generate. The performance condition generation module generates performance conditions for each product or service listed in the quotation.
Note that the fulfillment condition generation module may accept input of fulfillment conditions from the orderer terminal 20, and generate fulfillment conditions related to the ordering of goods or services based on the accepted fulfillment conditions.

The list generation module generates a fulfillment condition list that summarizes the generated fulfillment conditions (step S31).
The list generation module compiles a plurality of generated fulfillment conditions into a list and generates a fulfillment condition list. Note that, if only one performance condition has been generated, the list generation module generates a performance condition list using only this one performance condition.

The performance management screen output module outputs a performance management screen that includes link information of the quotation and the contract, and includes a list of performance conditions in which the unit price and quantity of the products and services indicated in the quotation are entered (step S32). ).
The performance management screen output module includes link information of the quotation and contract based on a request from the orderer, and includes a list of performance conditions in which the unit price and quantity of the products and services indicated in the quotation are input. Output the fulfillment management screen. The performance management screen will be explained in detail together with the explanation of FIG. 6, which will be described later.
The orderer terminal 20 receives an input request from the orderer to display the fulfillment management screen on itself. The orderer terminal 20 transmits this request to the computer 10.
The fulfillment management screen output module acquires this request and transmits the fulfillment management screen to the orderer terminal 20.
The orderer terminal 20 receives this performance management screen and displays it on its own display unit (see FIG. 6).
The fulfillment management screen output module displays this fulfillment management screen on the orderer's terminal 20 to display the products indicated in the estimate, including the link information of the quotation and the contract, based on the request from the orderer. Outputs a fulfillment management screen that includes a list of fulfillment conditions in which the unit price and quantity of services are input.

The performance management screen output by the performance management screen output module will be described based on FIG. 6. This figure is a diagram schematically showing an example of a performance management screen output by the performance management screen output module.
In the figure, a performance management screen 30 is shown. The performance management screen 30 includes a basic information display field 31 that includes content related to the project (for example, project name, parent project content, performance condition title, performance condition number), and a related information display field that includes content related to the estimate and contract. It is composed of a column 32, a performance condition list display column 33 containing a generated list of performance conditions, and a comment display column 34 containing comments from the orderer and the trading partner.
In the description of FIG. 6, when the computer 10 receives the input content from the orderer terminal 20, it is intended to acquire the input content accepted by the orderer terminal 20. Furthermore, when the computer 10 outputs something to the orderer terminal 20, it is intended to transmit something to the orderer terminal 20 and cause the orderer terminal 20 to display this something. .

The basic information display field 31 is comprised of fields for project name, content of parent project, performance condition title, and performance condition number. The basic information display column 31 is set based on the contents set in advance in relation to the obtained estimate and contract. The contents of each column are reflected in the basic information display column 31 based on this setting.
Note that each column constituting the basic information display column 31 may accept input from the orderer terminal 20 and reflect the contents thereof. Further, the basic information display field 31 may include fields other than the above-mentioned examples, or may be constituted by some of the fields in the above-mentioned examples.

The related information display field 32 includes a quotation display field 321 that displays the acquired quotation with link information generated for this quotation embedded, and a quotation display field 321 that displays the acquired quotation with link information generated for this quotation embedded. It is composed of a contract display field 322 in which link information generated for the contract is displayed in an embedded state.
The quotation display column 321 shows the number of the acquired quotation, the subject of this quotation, and the registration date and time of this quotation. The quotation number is a management number linked to the quotation. The subject of the quotation is the name of the quotation, and is the name written in the acquired quotation or the name linked to the recorded quotation. In this subject, link information generated for this quotation is embedded in the quotation name. The computer 10 receives an input operation such as a click or tap on the subject of the quotation from the purchaser terminal 20, and based on the link information of the quotation for which the input operation has been accepted, the computer 10 reads the quotation for which the input operation has been accepted. , is output to the orderer terminal 20. The registration date and time of the quotation is the date and time when this quotation was recorded.
The contract display column 322 shows the number of the acquired contract, the subject of this contract, and the registration date and time of this contract. The contract number is a management number linked to the contract. The subject of the contract is the name of the contract, and is the name written in the acquired contract or the name linked to the recorded contract. In this subject, link information generated for this contract is embedded in the name of the contract. The computer 10 receives an input operation such as a click or a tap on the subject of the contract from the purchaser terminal 20, and reads the contract for which the input operation has been accepted based on the link information of the contract for which the input operation has been accepted. , is output to the orderer terminal 20. The registration date and time of the contract is the date and time when this contract was recorded.
Note that each column forming the related information display column 32 may accept input from the orderer terminal 20, and the contents may be reflected therein. Further, the related information display column 32 may include columns other than the quotation display column 321 and the contract display column 322, or the quotation display column 321 and the contract display column 322 may be combined into one column. It may be something.

The performance condition list display column 33 includes a performance condition list 331, an addition icon 332, an approval icon 333, a cancellation icon 334, and a total column 335.
The performance condition list 331 is a list of generated performance conditions in which unit price, quantity, and unit are inputted. In the fulfillment condition list 331, when the fulfillment management screen 30 is output, the unit price, quantity, and unit for each generated fulfillment condition are displayed. The orderer views this performance condition list 331 and confirms whether there are any errors or not. The computer 10 receives, from the orderer terminal 20, an input of corrections to the unit price, quantity, and unit in the performance conditions that the orderer judges to be in need of correction, thereby updating the details of the unit price, quantity, and unit for which the input operation has been accepted. Update. The computer 10 reflects the updated unit price, quantity, and unit details in the performance condition list 331. The computer 10 outputs the reflected performance condition list 331.
The addition icon 332 is an icon for adding a new performance condition to the performance condition list 331. The orderer views this performance condition list 331 and confirms whether there are any missing or newly required performance conditions. The computer 10 receives an input operation from the orderer terminal 20 by inputting the addition icon 332 and inputting the name, quantity, unit, unit price, and amount of the product or service of the performance conditions to be added. The performance condition is added to the performance condition list 331. The computer 10 reflects the added performance conditions on the performance condition list 331. The computer 10 outputs the reflected performance condition list 331 with an additional icon 336 attached to the added performance conditions.
The approval icon 333 is an icon for the orderer to approve the performance condition list 331. The orderer views this performance condition list 331 and confirms whether or not there are any problems with each performance condition. The computer 10 receives an input operation of the approval icon 333 from the orderer terminal 20, and executes the process of step S33, which will be described later.
The cancellation icon 334 is an icon used by the orderer to cancel the performance condition list 331. The orderer views this performance condition list 331 and confirms whether or not there are any problems with each performance condition. The computer 10 cancels the approval for the performance condition list 331 by accepting an input operation of the cancellation icon 334 from the orderer terminal 20.
The total column 335 shows the subtotal, consumption tax, and total amount in the performance condition list 331. The total column 335 displays each value calculated based on the quantity and unit price of each performance condition shown in the performance condition list 331. When a performance condition is added, the computer 10 reflects in the total column 335 a recalculation result that takes into account the quantity and unit price of the performance condition after being added. The computer 10 outputs the total column 335 after reflection.
In addition, each column and each icon which constitute the performance condition list display column 33 are not limited to the example mentioned above.

The comment display field 34 includes a past comment field 341 for displaying past comments, a comment input field 342 for entering comments, and a transmission icon 343 for transmitting input comments.
The past comment column 341 displays comments obtained from each of past orderers and trading partners. In the past comment column 341, for each comment, the name of the person who made the comment, the icon of the person who made the comment, the date and time of the comment, and the content of the comment are displayed together. At this time, the past comment field 341 displays only a predetermined number of comments (for example, the most recent two comments), and other comments are displayed by accepting a predetermined input from the orderer terminal 20. do. Note that the past comment field 341 may display all past comments, or may display comments based on a predetermined method (e.g., tagging, predetermined character strings (e.g., important, urgent, urgent)). Only comments judged to be important may be displayed, or other display methods may be used.
The comment input field 342 is for accepting comment input from the orderer terminal 20. The orderer terminal 20 accepts an input operation on this comment input field 342 and inputs a comment.
The sending icon 343 is an icon for sending the comment entered in the comment input field 342 to the computer 10. The computer 10 reflects the comment input in the comment input field 342 in the past comment field 341 by accepting the input operation of the send icon 343 from the orderer terminal 20 . The computer 10 outputs the reflected past comment column 341.
Note that the columns and icons that make up the comment display column 34 are not limited to the examples described above.

The orderer can easily view the performance management screen 30 and understand the contents of the estimate and the contents of the contract related to this estimate as performance conditions. In addition, when the fulfillment management screen 30 is output, the orderer has already entered the specific contents and figures of the estimate such as quantity, unit price, amount, etc. It saves you the trouble of In addition, the orderer performs an input operation on the approval icon 333 to issue an invoice, which will be explained later in the process, so that the business flow necessary for issuing an invoice can be omitted.

Returning to FIG. 5, the continuation of the performance management screen output process will be explained.
The reception module receives approval for the products or services listed in the fulfillment conditions list (step S33).
The reception module accepts approval for the products or services in the product list by accepting input from the approval icon 333 on the performance management screen 30 described above.
The orderer terminal 20 accepts the input operation of the approval icon 333 and transmits to the computer 10 that the input operation of the approval icon 333 has been accepted.
The reception module receives the acceptance of this input operation and accepts approval of the product or service in the performance condition list.

When the issuing module determines that the products or services listed in the performance conditions list have been approved, it issues an invoice with the performance conditions list (step S34).
The issuing module issues an invoice for the performance condition list 331 for which input of the approval icon 333 has been accepted. The issuance module inputs the contents of each performance condition in the performance condition list 331 for an invoice in a predetermined format set in advance, and issues the invoice. At this time, the issuing module issues this invoice based on each performance condition in the performance condition list 331 when the input of the approval icon 333 is received. That is, if there are added performance conditions or corrected performance conditions, the issuing module issues an invoice based on the performance condition list 331 that takes these into account.

The bill output module outputs the issued bill (step S35).
The bill output module transmits the issued bill to the transaction partner and outputs the issued bill.
Note that the invoice output module may output the issued invoice to a printing device or the like and print it, instead of sending it to the transaction partner, or it may output it to a printing device or the like, or it may output it to a predetermined data format (for example, PDF). It may be converted, or it may be output to a predetermined output destination (for example, a preset server, a billing destination different from the transaction partner).

The above is the performance management screen output process.

Although each of the above-mentioned processes is described as a separate process, the computer 10 can also be configured to execute a part or all of the above-mentioned processes in combination. Further, the computer 10 can also be configured to execute each process at a timing other than the timing described above.

The means and functions described above are realized by a computer (including a CPU, an information processing device, and various terminals) reading and executing a predetermined program. For example, the program may be provided from a computer via a network (SaaS: Software as a Service) or in a cloud service. Further, the program may be provided in a form recorded on a computer-readable recording medium. In this case, the computer reads the program from the recording medium, transfers it to an internal recording device or an external recording device, records it, and executes it. Alternatively, the program may be recorded in advance on a recording device (recording medium) and provided to the computer from the recording device via a communication line.

Although the embodiments of the present invention have been described above, the present invention is not limited to these embodiments described above. Furthermore, the effects described in the embodiments of the present invention are merely a list of the most preferable effects resulting from the present invention, and the effects of the present invention are limited to those described in the embodiments of the present invention. isn't it.

(1) A business management system for a product or service orderer to manage business flow,
an acquisition unit (e.g., acquisition unit 11, acquisition module) that acquires a quotation and a contract related to ordering the product or service;
An output unit (for example, the output unit 12 , fulfillment management screen output module),
A business management system equipped with

According to the invention (1), in addition to creating a system that allows all the persons in charge of a project to share the project, it also aims to save labor in a series of work flows.

(2) an issuing unit (for example, an issuing module) that issues an invoice for the list of performance conditions when it is determined that the product or service listed in the list of performance conditions has been approved;
The business management system according to (1), comprising:

According to the invention (2), in addition to creating a system that allows all the persons in charge of a project to share the project, it also aims to save labor in a series of work flows.

(3) A business management method executed by a computer for managing the business flow of a product or service orderer,
obtaining a quotation and contract related to ordering the product or service (for example, steps S10 and S20);
outputting a performance management screen that includes link information of the quotation and the contract and includes a list of performance conditions in which the unit price and quantity of the products and services indicated in the quotation are input (for example, step S32); ,
A business management method that provides

(4) A computer used by the person ordering the product or service to manage the business flow.
obtaining a quotation and contract related to ordering the product or service (for example, steps S10 and S20);
outputting a performance management screen that includes link information of the estimate and the contract and includes a list of performance conditions in which the unit price and quantity of the products and services indicated in the estimate are entered (for example, step S32);
A computer readable program for executing.

1 Business management system 5 Network 10 Computer 11 Acquisition unit 12 Output unit 20 Orderer terminal 30 Performance management screen 31 Basic information display field 32 Related information display field 321 Estimate display field 322 Contract display field 33 Performance condition list display field 331 Performance Condition list 332 Add icon 333 Approve icon 334 Cancel icon 335 Total field 336 Add icon 34 Comment display field 341 Past comment field 342 Comment input field 343 Send icon

The present invention is a business management system for a product or service orderer to manage business flow, the system comprising:
an acquisition department that obtains quotations and contracts related to orders for the products or services;
an output unit that outputs a performance management screen that includes link information of the estimate and the contract and includes a list of performance conditions in which unit prices and quantities of products and services indicated in the estimate are input;
Provides a business management system with.

According to the present invention, a business management system for a product or service orderer to manage a business flow obtains a quotation and a contract related to the ordering of the product or service, and A performance management screen including link information and a list of performance conditions in which the unit price and quantity of the products and services shown in the estimate are entered is output.

The computer 10 outputs a performance management screen that includes link information of the quotation and the contract, and includes a list of performance conditions in which the unit price and quantity of the products and services indicated in the quotation are entered (step S2).
Computer 10 generates performance terms associated with orders for goods or services. The performance conditions are, for example, the contents necessary for ordering the product or service, such as the name, quantity, unit, unit price, and amount of the product or service. The computer 10 generates the performance conditions based on the contents of the obtained quotation.
The computer 10 generates a performance condition list that summarizes the generated performance conditions.
Based on a request from the orderer, the computer 10 displays a performance management screen that includes link information of the quotation and the contract, and includes a list of performance conditions in which the unit price and quantity of the products and services indicated in the quotation are entered. is transmitted to the orderer terminal 20.
The orderer terminal 20 receives this fulfillment management screen and displays it on its own display unit.
By displaying this performance management screen on the orderer terminal 20, the computer 10 includes the link information of the estimate and the contract, and inputs the unit price and quantity of the products and services indicated in the estimate. Outputs a fulfillment management screen that includes a list of fulfilled fulfillment conditions.

The computer 10 has a server function, and may be implemented by, for example, one computer or multiple computers such as a cloud computer.
The computer 10 includes a CPU (Central Processing Unit), a GPU (Graphics Processing Unit), a RAM (Random Access Memory), a ROM (Read Only Memory), etc. as a control unit, and as a communication unit, with other terminals, devices, etc. An acquisition unit 11 that acquires quotations and contracts related to orders for devices, goods, or services to enable communication; includes link information of quotations and contracts ; It includes an output unit 12 and the like that outputs a performance management screen including a list of performance conditions in which unit price and quantity are entered.
The computer 10 also includes a data storage unit such as a hard disk, a semiconductor memory, a recording medium, a memory card, etc. as a recording unit.
Further, the computer 10 includes various devices and the like that execute various processes as a processing unit.

[Performance management screen output process executed by computer 10]
Based on FIG. 5, the performance management screen output process executed by the computer 10 will be described. This figure is a flowchart of the performance management screen output process executed by the computer 10. This performance management screen output process includes the above-mentioned quotation and contract link information, and a performance management screen that includes a list of performance conditions in which the unit price and quantity of the products and services indicated in the quotation are entered. These are details of the output processing (step S2). This performance management screen output process is a process that uses the estimate obtained by the above-mentioned estimate obtaining process and the contract obtained by the above-described contract obtaining process.

(1) A business management system for a product or service orderer to manage business flow,
an acquisition unit (e.g., acquisition unit 11, acquisition module) that acquires a quotation and a contract related to ordering the product or service;
An output unit (for example , part 12, performance management screen output module);
A business management system equipped with

(3) A business management method executed by a computer for managing the business flow of a product or service orderer,
obtaining a quotation and contract related to ordering the product or service (for example, steps S10 and S20);
A step of outputting a performance management screen including link information of the quotation and the contract, and a list of performance conditions in which unit prices and quantities of products and services indicated in the quotation are input (for example, step S32). )and,
A business management method that provides

(4) A computer used by the person ordering the product or service to manage the business flow.
obtaining a quotation and contract related to ordering the product or service (for example, steps S10 and S20);
A step of outputting a performance management screen including link information of the quotation and the contract, and a list of performance conditions in which unit prices and quantities of products and services indicated in the quotation are input (for example, step S32). ),
A computer readable program for executing.

Claims (4)

A business management system for a product or service orderer to manage business flow,
an acquisition department that obtains quotations and contracts related to orders for the products or services;
an output unit that outputs a performance management screen that includes link information of the estimate and the contract and includes a list of performance conditions in which unit prices and quantities of the products and services indicated in the estimate are entered;
A business management system equipped with an issuing department that issues an invoice for the list of performance conditions when it is determined that the goods or services listed in the list of performance conditions have been approved;
The business management system according to claim 1, comprising: A business management method executed by a computer for managing the business flow of a product or service orderer,
obtaining a quote and contract related to the order for the goods or services;
outputting a performance management screen that includes link information of the quotation and the contract and includes a list of performance conditions in which the unit price and quantity of the products and services indicated in the quotation are entered;
A business management method that provides On the computer used by the person ordering the product or service to manage the business flow,
obtaining a quote and contract related to the order for the goods or services;
outputting a performance management screen that includes link information of the quotation and the contract and includes a list of performance conditions in which unit prices and quantities of the products and services indicated in the quotation are entered;
A computer readable program for executing.