CN113610594A - Equipment price reporting data processing method and system - Google Patents
Equipment price reporting data processing method and system Download PDFInfo
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Abstract
The invention discloses a method and a system for processing equipment review data. The method comprises a quotation process and an auditing process. The quotation process comprises the following steps: creating a quotation scheme for equipment to be quotated; loading a data filling template; determining an equipment decomposition subunit; respectively filling data of each equipment decomposition subunit, uploading supporting materials, and associating the supporting materials with the filled data; calculating a quote; and storing and reporting the quotation scheme. The price reviewing process comprises the following steps: receiving a quotation scheme; performing data auditing on the quotation scheme, and determining an auditing unit price; viewing support material for the offer plan or adding new support material for the offer plan; calculating an examination price; and saving the auditing scheme. The invention realizes standardization and informatization of quotation and evaluation and has strong application value.
Description
Technical Field
The invention belongs to the technical field of quotation, and particularly relates to an equipment review price data processing method and system.
Background
The price of the equipment/product is typically quoted by the enterprise, and the price of a piece of equipment/product is determined after the supplier reviews the quote. In the prior art, a mode of manually filling data item by item and auditing on site is mainly adopted, and an informatization technical means is lacked, so that the working efficiency of reporting and auditing prices is low, the time is long, the related data cannot be effectively managed and utilized, and the actual requirements cannot be met.
Disclosure of Invention
In response to at least one of the deficiencies or needs in the art, the present invention provides a method and system for processing equipment review data.
To achieve the above object, according to a first aspect of the present invention, there is provided an equipment evaluation data processing method, including the steps of:
creating a quotation scheme for equipment to be quotated, and setting quotation related information in the quotation scheme;
loading a data filling template, wherein the data filling template comprises a filling interface template and a quotation calculation template;
determining an equipment decomposition subunit according to the quotation related information, and generating a quotation scheme filling interface according to the filling interface template;
respectively performing data filling of each equipment decomposition subunit on the quotation scheme filling interface, uploading supporting materials, and associating the supporting materials with filling data;
calculating a quote based on the filled data using the standard quote calculation template;
and storing and reporting the quotation scheme, wherein the quotation scheme comprises the quotation related information, the data filling template, the filling data, the supporting materials and the quotation.
Preferably, before the quotation scheme is stored and reported, the method further comprises the following steps:
checking and modifying the offer scheme, wherein the checking is performed in any combination of one or more of the following ways:
and (3) checking consistency: checking whether inconsistent content exists in the offer scheme;
and (4) integrity checking: checking whether the offer scheme has all necessary content;
and (4) checking the compliance: checking the offer scheme for the presence of repetitive or unwanted content;
and (3) calculating error review: checking whether there is a calculation error in the offer scheme;
checking the rationality: and analyzing whether the ratio of various amounts in the quotation scheme is reasonable or not.
Preferably, the equipment decomposition sub-unit is determined according to the offer-related information by using any one or more of the following ways:
determining an equipment decomposition subunit according to the work composition decomposition structure;
and/or determining equipment decomposition subunits according to the equipment composition decomposition structure;
and/or determining equipment decomposition subunits according to the composition structure of the filling units.
Preferably, the step of storing and reporting the offer scheme includes:
and summarizing and reporting the filled data of the equipment decomposition subunit according to the determined mode of the equipment decomposition subunit.
According to a second aspect of the present invention, there is provided an equipment review price data processing method, comprising the steps of:
receiving a quotation scheme, wherein the quotation scheme comprises quotation related information, a data filling template, filling data, supporting materials and quotations, the filling data comprises data of an equipment decomposition subunit, and the data filling template comprises a filling interface template and a quotation calculation template;
performing data auditing on the quotation scheme, and determining the auditing quantity and the auditing unit price;
viewing support material for the offer plan or adding new support material for the offer plan;
calculating an audit price according to the quotation scheme, the audit quantity and the audit unit price by using the quotation calculation template;
and saving an auditing scheme, wherein the auditing scheme comprises the auditing unit price and the auditing price.
Preferably, before saving the review price, the method further comprises the following steps:
checking and modifying the offer scheme, wherein the checking comprises any combination of one or more of the following checks:
and (3) checking consistency: checking whether inconsistent content exists in the offer scheme;
and (4) integrity checking: checking whether the offer scheme has all necessary content;
and (4) checking the compliance: checking the offer scheme for the presence of repetitive or unwanted content;
and (3) calculating error review: checking whether there is a calculation error in the offer scheme;
checking the rationality: and analyzing whether the ratio of various amounts in the quotation scheme is reasonable or not.
Preferably, the data audit comprises any combination of one or more of the following audits:
and (3) manual review: checking the filled data of the quotation scheme one by one, and filling in the unit price of the check;
batch auditing: selecting a plurality of pieces of filling data of the quotation scheme, and uniformly setting the calculation coefficient of the auditing unit price;
and (4) summarizing and auditing: summarizing the data of the equipment decomposition subunits in the quotation scheme to an interface for auditing;
price comparison examination: and searching historical data according to the quotation scheme, and comparing and checking the historical data and the quotation scheme.
Preferably, the method further comprises the following steps:
checking the work progress in the price reviewing process, and displaying the work progress in a graphical mode;
analyzing the price composition of the quotation scheme and the auditing scheme;
analyzing the difference between the offer scheme and the review scheme;
and generating an audit report according to the quotation scheme and the audit scheme.
According to a third aspect of the present invention there is provided an equipment review data processing system comprising a quotation system comprising:
the system comprises a creating module, a calculating module and a calculating module, wherein the creating module is used for creating a quotation scheme for equipment to be quotated and setting quotation related information in the quotation scheme;
the template loading module is used for loading a data filling template, and the data filling template comprises a filling interface template and a quotation calculation template;
the interface generating module is used for determining an equipment decomposing subunit according to the quotation related information and generating a quotation scheme filling interface according to the filling interface template;
the filling module is used for respectively filling data of each equipment decomposition subunit on the quotation scheme filling interface, uploading supporting materials and associating the supporting materials with the filling data;
a calculation module for calculating a quote based on the filled data using the standard quote calculation template;
and the reporting module is used for storing and reporting the quotation scheme, wherein the quotation scheme comprises the quotation related information, the data filling template, the filling data, the supporting material and the quotation.
According to a fourth aspect of the present invention, there is provided an equipment valuation data processing system, comprising a valuation system, the valuation system comprising:
the system comprises a receiving module, a processing module and a display module, wherein the receiving module is used for receiving a quotation scheme, the quotation scheme comprises quotation related information, a data filling template, filling data, supporting materials and quotations, the filling data comprises data of an equipment decomposition subunit, and the data filling template comprises a filling interface template and a quotation calculation template;
the data auditing module is used for auditing the data of the quotation scheme and determining the auditing quantity and the auditing unit price;
the supporting material management module is used for checking the supporting materials of the quotation scheme or adding new supporting materials for the quotation scheme;
the calculation module is used for calculating the review price according to the quotation scheme, the review quantity and the review unit price by using the quotation calculation template;
and the storage module is used for storing an auditing scheme, wherein the auditing scheme comprises the auditing unit price and the auditing price.
In general, compared with the prior art, the invention has the following beneficial effects:
(1) by loading a data filling template and unifying contents such as quotation scheme formats, standards, contents and the like, the standardization and normalized acquisition of quotation scheme data are realized, and the problems that field filling confusion, raw materials and other important data cannot be identified and utilized and the like caused by EXCEL quotation in the past are prevented;
(2) through a quotation scheme, electronic management and mutual verification of supporting materials, the equipment auditing center can receive the quotation scheme, seamless butt joint and remote auditing of quotation data and an equipment price database are realized, and enterprises provide real and effective quotation data with complete content and complete elements;
(3) the quotation personnel can rapidly extract and fill in the data through enterprise ERP data and historical quotation schemes, check the quotation schemes, search and analyze error and difference reasons, form scientific and reasonable quotation schemes and reduce repetitive work.
(4) The method has the advantages that the collaborative joint evaluation is realized, a small local area network is established on an evaluation site, effective historical data are provided for examination and verification by relying on an evaluation management information system and an equipment price database, all procedural documents and data are recorded at a server, and the problems of data loss and secret leakage are prevented;
(5) secondly, traceability and whole-process recording of the price reviewing process are realized, including information such as time, place, personnel and operation, authority and responsibility are strictly distinguished, and influence of human factors on the price scheme is reduced;
(6) the information management of important supporting materials such as contracts, invoices, drawings, technical schemes and the like is realized, the price scheme is ensured to be based on sufficient and reasonable compliance, and the price reviewing risk is avoided;
(7) the traditional empirical pricing method in the past is changed, historical data with references can be searched through intelligent pricing, longitudinal verification and transverse comparison are carried out on enterprise quoted data through modes of accurate matching, fuzzy matching and the like, the informationized pricing is achieved under a big data environment, various false reporting and withholding behaviors are found in time, and means support is provided for scientifically and reasonably determining equipment price;
(8) the price scheme data are synchronously processed, and some simple physical labor is delivered to a computer for processing through automatic collection and real-time update, so that the error problems such as mistakes, forgetting, omission and the like are reduced;
(9) the method and the device provide methods of postil, template, draft, batch processing, comparative analysis, price comparison, automatic report generation and the like, are convenient for an auditing expert to effectively carry out auditing work, and comprehensively improve the working quality and efficiency.
Drawings
FIG. 1 is a schematic diagram of a quotation flow of a method for processing equipment review data according to an embodiment of the present invention;
FIG. 2 is a schematic diagram of an equipment evaluation data processing method according to another embodiment of the present invention;
FIG. 3 is a schematic diagram of a quotation interface of an equipment review data processing system according to an embodiment of the present invention;
FIG. 4 is a schematic diagram of an audit interface for an equipment audit data processing system according to another embodiment of the present invention.
Detailed Description
In order to make the objects, technical solutions and advantages of the present invention more apparent, the present invention is described in further detail below with reference to the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are merely illustrative of the invention and are not intended to limit the invention. In addition, the technical features involved in the embodiments of the present invention described below may be combined with each other as long as they do not conflict with each other.
As shown in fig. 1 and fig. 3, an equipment review price data processing method according to an embodiment of the present invention includes the steps of:
s1, creating a quotation scheme for the equipment to be quotated and setting quotation-related information in the quotation scheme.
Enterprise quotation personnel create a completely new quotation scheme by creating a quotation scheme function, and the quotation-related information is quotation scheme-related information. In one embodiment, the quote related information includes basic information of equipment/product name, specification model, quote unit, year, etc. to be quoted;
and S2, loading a data filling template, wherein the data filling template comprises a filling interface template and a quotation calculation template.
The filling interface template interface is a preset style of an interface for data filling of a user. Specifically, the filling interface template may include content, options, page layout, and the like that need to be filled in.
The quotation calculation template is a preset method for carrying out quotation calculation by a user according to data filling. Specifically, the offer calculation template may include: (1) calculating a formula and a data source position (formula calculation range) of parameters in the formula, namely calculating the formula by adopting which data in the filling interface, wherein the formula calculation range can specify cell calculation, column calculation, row calculation, single table calculation, current-level calculation or full-table calculation; (2) the execution order of the calculation formulas means that if there are a plurality of calculation formulas, which calculation formula is calculated first, and then which calculation formula is calculated, for example, whether the cell formula or the row formula is calculated first. Whether a calculation formula is enabled or not can also be set.
Different data fill templates can be created at different stages in the quotation system of the review pricing system. After the creation is completed, the background operation and maintenance system of the submission and review system generates plug-in packages of a series of templates and sends the plug-in packages to the quotation system. The quotation system can load the plug-in package into the quotation system after receiving the plug-in package that the backstage fortune dimension system generated, and the quotation system has a set of filled-in scheme form of corresponding stage after the completion of loading.
For example, the four types of data filling templates of approximate calculation and budget accounting can be provided. And (3) approximate calculation: before budget planning, inaccurate budget data obtained through rough statistics is generally designed and calculated by multiple fingers, and the content of the inaccurate budget data is high in generality. Budgeting: the project is more detailed and important for planning the income and expense condition of the project in a certain period of future. And (4) accounting: during project progress, project actual investment and budget are calculated in a rolling mode to find and analyze reasons for GAP, and the influence of investment waste on project profitability is avoided. And (4) final settlement: after the project delivery is finished and the income is confirmed, the budget and the approximate calculation are analyzed and compared, the difference is found out, and the reason summary experience is analyzed. And filling data of corresponding stages by providing four tables of project approximate calculation, project budget, project accounting and project final calculation. After the quotation is finished, the data can be correlated and compared, and the price data difference of each stage can be visually seen so as to analyze and summarize.
The method comprises the steps that a data filling template base can be constructed in a background operation and maintenance system of a reporting and auditing system in advance, the data filling template base comprises a plurality of data filling templates, version management and process approval are conducted on the data filling templates in the data filling template base, and in the step of quotation filling, the data filling templates which pass the process approval are selected to be loaded.
And S3, determining equipment decomposition subunits according to the quotation related information in the step S1, and generating a quotation scheme filling interface according to the filling interface template in the step S2.
The equipment to be quoted is split into a plurality of equipment splitting subunits, and multi-person collaborative quotation can be realized.
And reporting/checking the price according to the equipment decomposition subunit, gradually calculating unit cost data, gradually collecting upwards, and finally estimating the total cost of the whole project. The method has the characteristics of high estimation accuracy and easiness in division operation of projects.
The manner of determining the equipment decomposition subunits is implemented in any one or a combination of more of the following manners.
(1) And determining the equipment decomposition subunit according to the work composition decomposition structure.
The work composition decomposition structure is a structure divided according to the work content of the equipment to be quoted, for example, decomposition is performed according to stages such as design and test, and quotation data of the stages is filled according to the stages such as design and test.
(2) And determining the equipment decomposition subunit according to the equipment composition decomposition structure.
The equipment composition decomposition structure refers to a structure divided according to composition combination of equipment to be quoted, such as system composition, subsystem/subsystem level composition, product composition, component composition, and the like. A quotation person acquires equipment to form a decomposition structure according to a design BOM or a production BOM, determines a corresponding equipment decomposition subunit, and can select to construct the equipment decomposition subunit directly on a system main interface through operations such as inserting lines, copying lines, pasting lines, deleting lines and the like, or select an importing mode.
(3) And determining the equipment decomposition subunit according to the composition structure of the filling unit.
The unit composition structure is related information of unit composition, such as unit part composition, specialty, responsible person, responsibility, authority and the like.
The equipment decomposition subunit can be determined according to the work composition decomposition structure preferably adopted for equipment under development, and the equipment decomposition subunit can be determined according to the equipment composition decomposition structure preferably adopted for equipment after development.
And S4, respectively performing data filling of each equipment decomposition subunit on the quotation scheme filling interface.
Preferably, the system comprises various specific prices such as enterprise information, direct materials, working hour quota, military specials, total working hours of tasks, five expenses and the like, and multiple departments work cooperatively.
Any one of three modes of file import, system integration and manual filling is adopted for carrying out the method. File import refers to adopting a file of an imported file to perform quotation filling; the system integration refers to the process of carrying out quotation filling from collected data of quotation related systems such as PDM, contract purchasing systems and the like in an interface calling mode; the manual filling refers to manually filling quoted prices.
The file import adopts any one of the following modes:
template introduction mode: downloading a standard form template from the quotation scheme filling interface, filling on the standard form template to generate a standard filling form, and importing the standard form template into the quotation scheme filling interface;
detail introduction method: and establishing a mapping relation between the filling items of the filled non-standard form file and the filling items of the quotation scheme filling interface. In the detail import interface, an EXCEL file to be imported is uploaded, a field is selected on the left side of the interface, a column corresponding to the field is found in a preview interface on the right side, and the column is double-clicked, so that a mapping relation is generated between the column and the selected field. The mapping relation is stored in a database of the server, and if the mapping relation is stored, the mapping relation can be automatically mapped when the mapping relation is imported next time.
The structure file importing mode is as follows: downloading a structure file standard form template from the quotation scheme filling interface, wherein the structure file standard form template defines filling standards of a plurality of products with structural relations, filling is carried out on the structure file standard form template to generate a structure file standard filling form, and the filled structure file standard form template is imported into the quotation scheme filling interface;
importing historical data: acquiring historical filling data, and importing the historical filling data in the quotation scheme filling interface;
standard data import: acquiring preset standard filling data, and importing the standard filling data into the quotation scheme filling interface;
importing a data packet: analyzing key fields contained in a data packet, and establishing a mapping relation between information in the data packet and filling items of the quotation scheme filling interface according to the key fields;
copy and import: and copying and pasting the filling content to the quotation scheme filling interface.
And S5, uploading the supporting materials and associating the supporting materials with the filling data.
The supporting material is an important basis for reporting and reviewing price data, the system supports synchronous input of the quotation supporting material, the functions of uploading, downloading, deleting, sharing and the like are included, and file sharing and calling among all internal projects, addition from an external system through an interface and management of the supporting material accurate to the storage position of each unit grid data are achieved. For example, a column of component data, technical data may be added for that column, and purchase order price data may be added for a price. For another example, when a certain directly subordinate unit quotes a plurality of equipment in the same year, the supporting material of the unit basic information data can be shared and used among a plurality of equipment projects, and the supporting material is prevented from being confused, mistaken and repeatedly operated.
The system supports support materials of different formats: the system comprises a folder, a compression package, a word document, an excel table, a PDF, pictures of various format types and the like, and simultaneously supports materials of different service types, such as purchase invoices, technical contracts, technical indexes and the like.
The support material may be subordinate to the table level, the row level, and the cell level, i.e., associated with a row, or table, or cell in the filled data.
S6, calculating the quotation based on the filled data of the step S4 by using the quotation calculation template of the step S2.
And clicking the calculation to read the corresponding filling data and execute the calculation of the corresponding calculation formula according to the selected quotation calculation template so as to calculate the corresponding price data.
Thus, the quotation scheme is initially completed and comprises quotation related information, a data filling template, filling data, support materials and quotations.
And S7, checking and modifying the quotation scheme, wherein the check is carried out in any combination of one or more ways in the following checks.
And (3) checking consistency: checking whether inconsistent content exists in the quotation scheme;
and (4) integrity checking: checking whether the offer scheme has all necessary contents;
and (4) checking the compliance: checking whether there is repetitive content or unwanted content in the offer scheme;
and (3) calculating error review: checking whether a calculation error exists in the quotation scheme;
checking the rationality: analyzing whether the ratio of various amounts in the quotation scheme is reasonable or not;
real-time checking: and a calculation formula in the quotation calculation template can be called to verify whether the currently filled data is correct at any time.
And S8, saving the quotation scheme.
And storing the filled quotation scheme data.
And S9, reporting the quotation scheme.
And reporting the successfully stored quotation scheme to a demand party or a third party auditing mechanism.
The reporting also preferably supports the following functions:
(1) and multi-interface remote quotation is supported: different underwriting units and pricing data for lower level units or departments within a unit may be required in the same offer/review project. Some of the units and departments are in the same local area network or intranet, and some of the units and departments cannot realize networking. For the network, the data can be directly summarized and integrated on line; and for those that cannot be networked, the reporting/issuing can be adopted, and the aggregation and integration can be performed in a physical file transmission mode.
(2) And unified reporting is supported.
(3) And supporting hierarchical summary and hierarchical reporting of information.
The filled data of the equipment decomposition subunit is preferably summarized in any one or a combination of more than one of the following ways:
summarizing and reporting the filled data of the equipment decomposition subunits according to the equipment composition decomposition structure;
and/or summarizing and reporting the filled data of the equipment decomposition subunit according to the work composition decomposition structure;
and/or summarizing and reporting the filled data of the equipment decomposition subunit according to the filled unit composition structure.
The reporting also includes the following functions.
(4) And the automatic generation of a quotation scheme, a price report and a report is supported, and the complete set of output printing is carried out according to the military requirement.
(5) Supporting encrypted packet reporting and reception.
As shown in fig. 2 and fig. 4, an equipment review price data processing method according to an embodiment of the present invention includes the steps of:
and S1, receiving the quotation scheme.
And receiving a quotation scheme reported by an enterprise, wherein the quotation scheme comprises quotation related information, a data filling template, filling data, supporting materials and quotations, the filling data comprises data of the equipment decomposition subunit, the data filling template comprises a filling interface template and a quotation calculation template, and after successful receiving, the enterprise can directly start the auditing work.
And S2, performing data audit on the quotation scheme, and determining the audit quantity and the audit unit price.
Data audits include any combination of one or more of the following audits.
And (3) manual review: the method is characterized in that the price auditors audit the quoted data one by one, and the audited price data is filled into the system.
And (4) carrying out batch evaluation: the method can be used for batch auditing of quoted data, selecting a plurality of quoted data, and setting a certain calculation coefficient to achieve the effect of batch auditing, so that the auditing efficiency is improved. For example, assuming that the design calculation coefficient is 0.8, the price of the filling item a in the quotation scheme is 100, and the price of the filling item B is 200, it is automatically determined that the trial rating of the filling item a is 80 and the trial rating of the filling item B is 160.
Summarizing and checking price: the data of a plurality of product decomposition structures can be collected to the same interface for auditing, so that operation of auditors is facilitated. The data in different product decomposition structures are different, but also have certain similarity, for example material price, components and parts price etc. and the price data that every structure corresponds all need go to examine and check, consequently need operate a very many tables, gather the data that the examination price can be with the same table of current structure and all sub-level structures and gather same page, make things convenient for the operation of examination personnel like this, also can improve work efficiency greatly.
Price comparison examination: the method can search the data of the same condition and the data of the same name table in the historical data, apply the searched data to the current table to be checked, and also can compare and refer. When the historical data is searched for comparatively, the historical data comprises exact matching and fuzzy matching, the exact matching means that all search conditions are required to be met, and the fuzzy matching means that only one of the search conditions is required to be met.
The price comparison auditing function defines an object as data, comparison products or comparison unit data can be selected according to requirements, data meeting conditions are used as comparison objects, for example, experts already review the product A, then materials or unit information used in the product A are the same in the project or other projects, comparison is carried out through specification models or unit information, then a new page is opened for display, the comparison data is displayed in an upper structure and a lower structure, the upper part displays all data of a table, and the lower structure corresponds to the selected price comparison result.
S3, checking the support material of the quotation scheme or adding new support material for the quotation scheme.
The auditor can check the support material provided by the unit of quote to check the rationality of the price; in addition, new supporting materials can be added as an audit trail, for example, if a quotation scheme lacks some important data, a quotation unit can be required to supplement the supporting materials in the audit stage, and the supplemented supporting materials can be added.
And S4, calculating the review price according to the quotation scheme and the review quantity and the review unit price determined in the step S2 by using the quotation calculation template in the quotation scheme.
And reading required data from the quotation scheme, the auditing quantity and the auditing unit price according to the quotation computing template, executing a computing formula and computing the auditing price.
And S5, checking the data compliance.
Checking and modifying the quotation scheme, wherein the checking comprises any combination of one or more of the following checks:
and (3) checking consistency: checking whether inconsistent content exists in the quotation scheme;
and (4) integrity checking: checking whether the offer scheme has all necessary contents;
and (4) checking the compliance: checking whether there is repetitive content or unwanted content in the offer scheme;
and (3) calculating error review: checking whether a calculation error exists in the quotation scheme;
checking the rationality: and analyzing whether the ratio of various amounts in the quotation scheme is reasonable or not.
And S6, saving the review price scheme.
Storing the checked price data into a database;
and S7, acquiring the work progress in the pricing process, and displaying the work progress in a graphical mode.
The price reviewing responsible person can view the whole working progress and also can view the working progress of each expert/price reviewing person, and the working progress is displayed in a graphical mode;
s8, analyzing the price composition of the quotation scheme and the examination price scheme.
Carrying out proportion analysis according to BOM structure types, and clearly checking the price composition of each part of the engine if the proportion of each part in a certain type of engine is proportional; the detailed data are subjected to proportion analysis, including proportion analysis of raw materials, components, auxiliary materials and other data, the proportion of gold in the used raw materials, components, outsourced finished products and outsourced parts can be checked, the data of the raw materials, the components and other components with larger total cost sum can be quickly positioned, and a user is helped to quickly screen key data from thousands of data for analysis and the like;
and S9, analyzing the difference between the quotation scheme and the examination scheme.
Displaying relevant numerical values such as military review price, factory report price, check and subtraction price, amplitude and the like of the selected options by checking the options in the subject name list, and displaying the difference condition in a form of a bar graph;
and S10, generating an audit report according to the quotation scheme and the audit scheme.
Different reports are generated according to different templates preset in the system, the report content is automatically generated, document information can be stored in a database after a document is edited, a document entity is stored on a server, and the report can be output to a specified position. In the tool bar of reporting/reviewing price, the annotating function and the draft function can be provided. The annotating function is to annotate the file. The draft function is equivalent to providing a temporary folder.
The equipment review price data processing system of the embodiment of the invention comprises a quotation system, wherein the quotation system comprises:
the system comprises a creating module, a calculating module and a calculating module, wherein the creating module is used for creating a quotation scheme for equipment to be quotated and setting quotation related information in the quotation scheme;
the template loading module is used for loading a data filling template, and the data filling template comprises a filling interface template and a quotation calculation template;
the interface generation module is used for determining the equipment decomposition subunit according to the related information of the quotation and generating a quotation scheme filling interface according to a filling interface template;
the filling module is used for respectively filling data of each equipment decomposition subunit on a quotation scheme filling interface, uploading supporting materials and associating the supporting materials with the filled data;
the calculation module is used for calculating quotations based on the filled data by using a standard quotation calculation template;
and the reporting module is used for storing and reporting the quotation scheme, wherein the quotation scheme comprises quotation related information, a data filling template, filling data, support materials and quotations.
The equipment evaluation data processing system of the embodiment of the invention comprises an evaluation system, wherein the evaluation system comprises:
the receiving module is used for receiving a quotation scheme, the quotation scheme comprises quotation related information, a data filling template, filling data, supporting materials and quotations, the filling data comprises data of the equipment decomposition subunit, and the data filling template comprises a filling interface template and a quotation calculation template;
the data auditing module is used for auditing the data of the quotation scheme and determining the auditing quantity and the auditing unit price;
the supporting material management module is used for checking the supporting materials of the quotation scheme or adding new supporting materials for the quotation scheme;
the calculation module is used for calculating the review price according to the quotation scheme, the review quantity and the review unit price by using the quotation calculation template;
and the storage module is used for storing the review price scheme, and the review price scheme comprises review unit price and review price.
The implementation principle and technical effect of the system are similar to those of the method, and are not described herein again.
It must be noted that in any of the above embodiments, the methods are not necessarily executed in order of sequence number, and as long as it cannot be assumed from the execution logic that they are necessarily executed in a certain order, it means that they can be executed in any other possible order.
It will be understood by those skilled in the art that the foregoing is only a preferred embodiment of the present invention, and is not intended to limit the invention, and that any modification, equivalent replacement, or improvement made within the spirit and principle of the present invention should be included in the scope of the present invention.
Claims (10)
1. An equipment evaluation data processing method is characterized by comprising the following steps:
creating a quotation scheme for equipment to be quotated, and setting quotation related information in the quotation scheme;
loading a data filling template, wherein the data filling template comprises a filling interface template and a quotation calculation template;
determining an equipment decomposition subunit according to the quotation related information, and generating a quotation scheme filling interface according to the filling interface template;
respectively performing data filling of each equipment decomposition subunit on the quotation scheme filling interface, uploading supporting materials, and associating the supporting materials with filling data;
calculating a quote based on the filled data using the standard quote calculation template;
and storing and reporting the quotation scheme, wherein the quotation scheme comprises the quotation related information, the data filling template, the filling data, the supporting materials and the quotation.
2. The method of claim 1, wherein before storing and reporting the proposal, the method further comprises the steps of:
checking and modifying the offer scheme, wherein the checking is performed in any combination of one or more of the following ways:
and (3) checking consistency: checking whether inconsistent content exists in the offer scheme;
and (4) integrity checking: checking whether the offer scheme has all necessary content;
and (4) checking the compliance: checking the offer scheme for the presence of repetitive or unwanted content;
and (3) calculating error review: checking whether there is a calculation error in the offer scheme;
checking the rationality: and analyzing whether the ratio of various amounts in the quotation scheme is reasonable or not.
3. The equipment review price data processing method of claim 1, wherein the determining equipment decomposition sub-unit according to the price quote related information is implemented in a combination of any one or more of the following manners:
determining an equipment decomposition subunit according to the work composition decomposition structure;
and/or determining equipment decomposition subunits according to the equipment composition decomposition structure;
and/or determining equipment decomposition subunits according to the composition structure of the filling units.
4. The equipment review data processing method of claim 3, wherein the step of saving and reporting the quotation plan comprises the steps of:
and summarizing and reporting the filled data of the equipment decomposition subunit according to the determined mode of the equipment decomposition subunit.
5. An equipment evaluation data processing method is characterized by comprising the following steps:
receiving a quotation scheme, wherein the quotation scheme comprises quotation related information, a data filling template, filling data, supporting materials and quotations, the filling data comprises data of an equipment decomposition subunit, and the data filling template comprises a filling interface template and a quotation calculation template;
performing data auditing on the quotation scheme, and determining the auditing quantity and the auditing unit price;
viewing support material for the offer plan or adding new support material for the offer plan;
calculating an audit price according to the quotation scheme, the audit quantity and the audit unit price by using the quotation calculation template;
and saving an auditing scheme, wherein the auditing scheme comprises the auditing unit price and the auditing price.
6. The equipment review price data processing method of claim 5, further comprising, before saving the review price, the steps of:
checking and modifying the offer scheme, wherein the checking comprises any combination of one or more of the following checks:
and (3) checking consistency: checking whether inconsistent content exists in the offer scheme;
and (4) integrity checking: checking whether the offer scheme has all necessary content;
and (4) checking the compliance: checking the offer scheme for the presence of repetitive or unwanted content;
and (3) calculating error review: checking whether there is a calculation error in the offer scheme;
checking the rationality: and analyzing whether the ratio of various amounts in the quotation scheme is reasonable or not.
7. The equipment review pricing data processing method of claim 5, wherein the data review includes any combination of one or more of the following reviews:
and (3) manual review: checking the filled data of the quotation scheme one by one, and filling in the unit price of the check;
batch auditing: selecting a plurality of pieces of filling data of the quotation scheme, and uniformly setting the calculation coefficient of the auditing unit price;
and (4) summarizing and auditing: summarizing the data of the equipment decomposition subunits in the quotation scheme to an interface for auditing;
price comparison examination: and searching historical data according to the quotation scheme, and comparing and checking the historical data and the quotation scheme.
8. The equipment review price data processing method of claim 5, further comprising the steps of:
checking the work progress in the price reviewing process, and displaying the work progress in a graphical mode;
analyzing the price composition of the quotation scheme and the auditing scheme;
analyzing the difference between the offer scheme and the review scheme;
and generating an audit report according to the quotation scheme and the audit scheme.
9. An equipment review data processing system comprising a quotation system comprising:
the system comprises a creating module, a calculating module and a calculating module, wherein the creating module is used for creating a quotation scheme for equipment to be quotated and setting quotation related information in the quotation scheme;
the template loading module is used for loading a data filling template, and the data filling template comprises a filling interface template and a quotation calculation template;
the interface generating module is used for determining an equipment decomposing subunit according to the quotation related information and generating a quotation scheme filling interface according to the filling interface template;
the filling module is used for respectively filling data of each equipment decomposition subunit on the quotation scheme filling interface, uploading supporting materials and associating the supporting materials with the filling data;
a calculation module for calculating a quote based on the filled data using the standard quote calculation template;
and the reporting module is used for storing and reporting the quotation scheme, wherein the quotation scheme comprises the quotation related information, the data filling template, the filling data, the supporting material and the quotation.
10. An equipment valuation data processing system comprising a valuation system, the valuation system comprising:
the system comprises a receiving module, a processing module and a display module, wherein the receiving module is used for receiving a quotation scheme, the quotation scheme comprises quotation related information, a data filling template, filling data, supporting materials and quotations, the filling data comprises data of an equipment decomposition subunit, and the data filling template comprises a filling interface template and a quotation calculation template;
the data auditing module is used for auditing the data of the quotation scheme and determining the auditing quantity and the auditing unit price;
the supporting material management module is used for checking the supporting materials of the quotation scheme or adding new supporting materials for the quotation scheme;
the calculation module is used for calculating the review price according to the quotation scheme, the review quantity and the review unit price by using the quotation calculation template;
and the storage module is used for storing an auditing scheme, wherein the auditing scheme comprises the auditing unit price and the auditing price.
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