CN112488816A - Method for sharing invoice information between collaborative management system and project management system - Google Patents

Method for sharing invoice information between collaborative management system and project management system Download PDF

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Publication number
CN112488816A
CN112488816A CN202011361813.5A CN202011361813A CN112488816A CN 112488816 A CN112488816 A CN 112488816A CN 202011361813 A CN202011361813 A CN 202011361813A CN 112488816 A CN112488816 A CN 112488816A
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CN
China
Prior art keywords
invoice
management system
user
project management
collaborative
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Pending
Application number
CN202011361813.5A
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Chinese (zh)
Inventor
马瑞瑞
葛新
李琳
赵玉良
李楠
师炜
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Xian Thermal Power Research Institute Co Ltd
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Xian Thermal Power Research Institute Co Ltd
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Priority to CN202011361813.5A priority Critical patent/CN112488816A/en
Publication of CN112488816A publication Critical patent/CN112488816A/en
Pending legal-status Critical Current

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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/12Accounting
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce
    • G06Q30/04Billing or invoicing

Abstract

The method for sharing the invoice information between the collaborative management system and the project management system comprises the following steps: firstly, based on a collaborative management system and a project management system, a user logs in the project management system, creates a new document at a functional point, triggers an invoice sharing interface and sends the document to the collaborative management system; secondly, returning a json data packet formed by invoice data sets with the use states of 'available' states in the personal ticket folder of the user to the invoice sharing interface according to the user name; thirdly, analyzing the obtained json data packet to form an invoice list for the user to select and use; fourthly, the user selects the required invoice, the invoice data is written into the project management system, and fifthly, the user checks the image picture of the invoice in the invoice by clicking an invoice checking button in the invoice in the project management system; the invention realizes the information sharing of the invoices between the collaborative management system of the heterogeneous database and the project management system and improves the working efficiency.

Description

Method for sharing invoice information between collaborative management system and project management system
Technical Field
The invention relates to the technical field of invoice informatization sharing, in particular to a method for issuing invoice informatization sharing between a collaborative management system and a project management system.
Background
With the continuous development of business, more and more paper invoices and documents need to be processed by financial staff. Financial staff not only need to check the document, still need the manual invoice true and false of verifying, check whether the invoice is repeated to be posted. Meanwhile, the work load of inputting the invoice by business personnel is large, and mistakes are easy to make. The existing situation can not realize the electronization and informatization management of the original financial voucher, and the aims of integrating, controlling and permanently tracing the business process and the financial settlement process are realized.
Disclosure of Invention
Aiming at the problems in the prior art, the invention aims to provide a method for sharing invoice information between a collaborative management system and a project management system, which is used for solving the problems that enterprises with the collaborative management system and the project management system are built, the original platform is used for realizing the information sharing of invoices between the systems, the repeated account reporting of the same invoice is avoided, the invoice input efficiency and accuracy are improved, the integration and the control of a business process and a financial settlement process are realized, and meanwhile, the shared invoice can be checked in the project management system in an image mode, so that the aim of permanently tracing the original certificate is fulfilled.
In order to achieve the purpose, the invention is realized by adopting the following scheme:
the method for sharing the invoice information between the collaborative management system and the project management system comprises the following steps:
firstly, based on a collaborative management system and a project management system, a user logs in the project management system, and creates new documents at four functional points of purchase contract invoice registration, other invoice registration, sporadic payment by ticket and bid-winning service fee invoice, and triggers an invoice sharing interface, specifically: clicking a + new invoice' button in a receipt detail tab, calling an invoice sharing interface method GetInvoiceList adopting a Restful mode, taking a user name as a parameter of the method, adding token information into a header file at the same time, verifying the legality of the user, and sending the user information to the cooperative management system;
after verifying the validity of the user, the cooperative management system returns a json data packet consisting of invoice data sets in an available state in the personal ticket holder of the user to the invoice sharing interface according to the name of the user;
thirdly, the item management system analyzes the obtained json data packet to form an invoice list for the user to select and use;
fourthly, the user selects the required invoice, the invoice data is written into the project management system, and the use state of the invoice in the user personal wallet in the collaborative management system is updated to be used;
and fifthly, in the project management system, the user clicks an invoice checking button in the document to check the image picture of the invoice.
The invention has the advantages that: the information sharing of invoices between the collaborative management system of the heterogeneous database and the project management system is realized. And (3) interacting by adopting an interface based on a Restful mode, and placing the parameters and token-based identity verification into the text of the header file to ensure the program safety. And the processing result is returned in real time, so that the same invoice can not be used in two systems at the same time. Meanwhile, the selectable invoice list is filtered through the name of the invoicing party of the current business document, so that the selection workload of the user is reduced, and the working efficiency is further improved.
Drawings
FIG. 1 is a schematic flow chart of the method of the present invention.
FIG. 2 is a timing diagram of the method of the present invention.
Detailed Description
The invention is further explained below with reference to the drawings and the embodiments.
As shown in fig. 1 and fig. 2, the method for sharing tickets between a collaborative management system and a project management system in an informationized manner includes the following steps:
firstly, based on a collaborative management system and a project management system, a user logs in the project management system, and creates new documents at four functional points of purchase contract invoice registration, other invoice registration, sporadic payment by ticket and bid-winning service fee invoice, and triggers an invoice sharing interface, specifically: clicking a + new invoice' button in a receipt detail tab, calling an invoice sharing interface method GetInvoiceList adopting a Restful mode, taking a user name as a parameter of the method, adding token information into a header file at the same time, verifying the legality of the user, and sending the user information to the cooperative management system;
after verifying the validity of the user, the cooperative management system returns a json data packet consisting of invoice data sets in an available state in the personal ticket folder of the user to the invoice sharing interface according to the name of the user, and specifically comprises the following steps:
s21, the cooperative management system verifies the user validity according to token information to obtain a parameter, namely a user name;
s22, acquiring the personal ticket folder data set of the user according to the user name;
s23, acquiring invoice data with an invoice status of available to form a json data packet, calling an invoice sharing interface POST method, and pushing an invoice data set to the project management system, wherein the specific pushing parameters comprise: user name, invoicing party, invoice id, invoice number, invoice date, invoice amount, tax rate and tax free amount.
Thirdly, the project management system analyzes the obtained json data packet to form an invoice list for the user to select, and the specific steps comprise:
s31, the project management system analyzes the obtained json data packet; filtering out a related invoice data set of the invoicing party according to the name of the invoicing party on the user document;
and S32, converting the data into a data form required by the project management system, and forming an invoice list in the project management system for the user to select.
Fourthly, the user selects the required invoice, the invoice data is written into the project management system, and the use state of the invoice in the user personal ticket folder in the collaborative management system is updated to be used, which specifically comprises the following steps:
s41: the user selects the required invoice, the invoice data is written into the project management system, and the written data comprises: invoicing party, invoice id, invoice number, invoice date, invoice amount, tax rate and tax-free amount;
s42: calling an UpdateInvoiceStatus interface method, and sending an invoice id and an invoice number serving as parameters to the cooperative management system;
s43: the collaborative management system searches the invoice according to the incoming invoice id, calls an invoice occupation process, and updates the use state of the interface transmission invoice to be used;
s44: if the invoice is selected wrongly, deleting, clicking a deletion button of the project management system, deleting the line of data by the system, calling an UpdateInvoisoceStatus interface method, and sending the invoice number serving as a parameter to the cooperative management system;
s45: the collaborative management system finds the invoice according to the incoming invoice id, and the interface transmits the update of the invoice use state to be available.
Fifthly, in the project management system, the user checks the image picture of the invoice by clicking an invoice check button in the document, and the specific steps comprise:
s51: a user calls a GetInvoceRemoteImage interface method by clicking an invoice viewing button in the project management system, and sends an invoice id and an invoice number to the collaborative management system;
s52: the collaborative management system finds the invoice according to the invoice id and returns the object flow of the invoice picture to the client;
s53: and the project management system receives the invoice picture object stream, reads the invoice object stream, and restores the invoice object stream into a picture image for display.

Claims (5)

1. The method for sharing the invoice information between the collaborative management system and the project management system is characterized by comprising the following steps of:
firstly, based on a collaborative management system and a project management system, a user logs in the project management system, and creates new documents at four functional points of purchase contract invoice registration, other invoice registration, sporadic payment by ticket and bid-winning service fee invoice, and triggers an invoice sharing interface, specifically: clicking a + new invoice' button in a receipt detail tab, calling an invoice sharing interface method GetInvoiceList adopting a Restful mode, taking a user name as a parameter of the method, adding token information into a header file at the same time, verifying the legality of the user, and sending the user information to the cooperative management system;
after verifying the validity of the user, the cooperative management system returns a json data packet consisting of invoice data sets in an available state in the personal ticket holder of the user to the invoice sharing interface according to the name of the user;
thirdly, the item management system analyzes the obtained json data packet to form an invoice list for the user to select and use;
fourthly, the user selects the required invoice, the invoice data is written into the project management system, and the use state of the invoice in the user personal wallet in the collaborative management system is updated to be used;
and fifthly, in the project management system, the user checks the image picture of the invoice by clicking an invoice check button in the document.
2. The method for ticketing informational sharing between a collaborative management system and a project management system according to claim 1,
the second step specifically comprises the following steps:
s21, the cooperative management system verifies the user validity according to token information to obtain a parameter, namely a user name;
s22, acquiring the personal ticket folder data set of the user according to the user name;
s23, acquiring invoice data with an invoice status of available to form a json data packet, calling an invoice sharing interface POST method, and pushing an invoice data set to the project management system, wherein the specific pushing parameters comprise: user name, invoicing party, invoice id, invoice number, invoice date, invoice amount, tax rate and tax free amount.
3. The method for the informationized sharing of invoicing between a collaborative management system and a project management system according to claim 1, wherein the third concrete step comprises:
s31, the project management system analyzes the obtained json data packet, namely, a related invoice data set of the invoicing party is filtered according to the name of the invoicing party on the user document;
and S32, converting the data into a data form required by the project management system, and forming an invoice list in the project management system for the user to select.
4. The method for ticketing informational sharing between a collaborative management system and a project management system according to claim 1, wherein said step four specifically includes the steps of:
s41: the user selects the required invoice, the invoice data is written into the project management system, and the written data comprises: invoicing party, invoice id, invoice number, invoice date, invoice amount, tax rate and tax-free amount;
s42: calling an UpdateInvoiceStatus interface method, and sending an invoice id and an invoice number serving as parameters to the cooperative management system;
s43: the collaborative management system searches the invoice according to the incoming invoice id, calls an invoice occupation process, and updates the use state of the interface transmission invoice to be used;
s44: if the invoice is selected wrongly, deleting, clicking a deletion button of the project management system, deleting the line of data by the system, calling an UpdateInvoisoceStatus interface method, and sending the invoice number serving as a parameter to the cooperative management system;
s45: the collaborative management system finds the invoice according to the incoming invoice id, and the interface transmits the update of the invoice use state to be available.
5. The method for the informationized sharing of invoicing between a collaborative management system and a project management system according to claim 1, wherein the concrete steps of the fifth step include:
s51: a user calls a GetInvoceRemoteImage interface method by clicking an invoice viewing button in the project management system, and sends an invoice id and an invoice number to the collaborative management system;
s52: the collaborative management system finds the invoice according to the invoice id and returns the object flow of the invoice picture to the client;
s53: and the project management system receives the invoice picture object stream, reads the invoice object stream and restores the invoice object stream into a picture image for display.
CN202011361813.5A 2020-11-27 2020-11-27 Method for sharing invoice information between collaborative management system and project management system Pending CN112488816A (en)

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