JP2001052083A - Electronic form system and electronic form program storage medium - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide an electronic form system which easily executes the processing of form data in a business system easily at low cost, and an electronic form program storage medium which forms this electronic form system on a computer. SOLUTION: This system is provided with an electronic form generation means 13 which edits the information of a business data base 32 for storing business information and generates an electronic form 11, an electronic form display means 14 which displays the electronic form 11 generated by the electronic form generation means 13 on a screen 12, an update indication means 16 which imparts a check mark indicating update to update object data in the electronic form 11 displayed on the screen 12 by the electronic form display means 14, and an link data generation means 17 which generates update information link data 42 which corresponds to update object data to which the check mark is imparted by the update indication means 16 and is used for update of information in the application data base 32.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to an electronic form system for extracting information from a database of a business system, creating an electronic form, and performing information processing in cooperation with the business system using the electronic form, and the electronic form system. For forming an electronic form program on a computer.

[0002]

2. Description of the Related Art Conventionally, in a business system for performing information processing in, for example, the field of sales business, form data output from a database is printed on a physical medium such as paper, and the printed form is visually checked. Manual processing, such as adding a check mark or writing in red, is performed. After such a manual process, a checked or written form is again input to the system from an input screen. In the case of in-house processing, manual processing for circulating the form processed as described above to relevant departments within the company is added to this, but billing processing and payment matching processing with external customers etc. In such a case, it is necessary to send a form to a customer, receive a reply to the form, and process the reply result. Alternatively, the form data is transmitted to the customer by using a data exchange (EDI) system for electronically exchanging the form data, which is constructed with the customer. In the case of a property that could not be verified, such as payment verification processing, it is necessary to finally perform it manually.

FIG. 21 is a diagram showing an outline of a conventional sales processing business.

As shown in FIG. 21, in the conventional sales processing business, manual confirmation work, clearing input work, clearing input processing by computer, receivable statement file updating,
There is manual work such as mass printing of forms, manual sorting of forms, collation work associated with data exchange, and manual collation work at customers.
It requires time and cost.

[0005]

As described above, in the conventional business system, many manual processes are performed based on the form printed out from the system. It is necessary to re-enter the processing results such as written check marks and writings into the system, which increases the administrative processing cost, and may cause operational mistakes such as human judgment mistakes and input mistakes, and the danger of processing errors. high.

Further, when it is necessary to perform calculation based on money amount data on a form, the data must be input to a calculator or the like for calculation, which is complicated and inefficient. In addition, when processing must be performed while referring to a plurality of related forms, it is necessary to prepare a number of forms and find out a place where desired information is described from the forms, which is inefficient. Therefore, there is a problem that the administrative cost is increased.

A system has been put into practical use in which an input / inquiry screen suitable for checking and writing is prepared without performing form printing, and the above processing can be performed on the screen. To design a dedicated input / inquiry screen that fully considers the operability and convenience of the operator, and to build an efficient system, a large number of highly qualified staff with high specialized knowledge is required. In addition, there are many problems such as an increase in development costs and an increase in maintenance costs due to changes in business contents such as office procedures.

[0008] Further, the EDI system with the customer has more problems than the in-house system, such as the maintenance of internal and external infrastructures and the determination of the mutual interface.

In view of the above circumstances, the present invention provides an electronic form system capable of easily and at low cost processing form data in a business system, and an electronic form for forming the electronic form system on a computer. It is an object to provide a program storage medium.

[0010]

According to the present invention, there is provided an electronic form system which edits information in a business database for storing business information to create an electronic form. Electronic form display means for displaying the electronic form created by the electronic form creation means on a screen,
The update instruction means for giving a check mark instructing the update to the data to be updated in the electronic form displayed on the screen by the electronic form display means, and the check mark is given by the update instruction means in the electronic form. And a link data creating unit for creating update information link data for updating information in the business database corresponding to the update target data.

Here, the electronic form creation means receives the update information linkage data created by the linkage data creation means and updates the update target data corresponding to the created update information linkage data in the electronic form. Preferably, a mark indicating that the update target data has been updated is added to the data.

The update instructing means may add a check mark for instructing update to data to be updated in the electronic form displayed on the screen by the electronic form display means, and may add tag information to the data to be updated. It is also preferable to have a function of giving.

An electronic form distribution means for distributing the electronic form created by the electronic form creation means, and an electronic form returned with a check mark attached to the data to be updated in the electronic form at the distribution destination. It is also a preferable aspect that the electronic form receiving means includes an electronic form receiving means for receiving, and the cooperation data creating means creates update information cooperation data based on the returned electronic form.

[0014] It is also preferable that the apparatus further comprises a calculating means for performing a calculation based on a numerical value in the electronic form, and wherein the electronic form display means displays the result of the calculation by the calculating means together with the electronic form on a screen. This is one of the embodiments.

Further, the electronic form creating means creates an electronic form having a hierarchical structure, and designates detail display target data in the electronic form displayed on the screen by the electronic form display means. The electronic form display means includes a detail display designation means, and the electronic form display means receives the designation of the detail display target data in the electronic form displayed on the screen by the detail display designation means, and displays the designated detail display It is also preferable to have a drill-down function of displaying data of a lower hierarchy of the target data on the screen.
The electronic form program storage medium of the present invention that achieves the above object provides a CPU that executes a program, an image display device that displays an image on a screen, and a desired point in an image displayed on a screen. By editing information in a business database that stores business information in an electronic form program storage medium storing an electronic form program for operating an apparatus equipped with an operator as an electronic form system that handles electronic forms. Electronic form creation means for creating an electronic form, electronic form display means for displaying the electronic form created by the electronic form creation means on a screen, and electronic form display on the screen by the electronic form display means. Update instruction means for adding a check mark for instructing update to the data to be updated, and check by the update instruction means in the electronic form. An electronic form program having link data creating means for creating update information link data for updating information in the business database corresponding to the update target data with the mark is stored. .

[0016]

Embodiments of the present invention will be described below.

FIG. 1 is a diagram showing a part of a computer system to which an electronic form system according to the present invention is applied.

FIG. 1 shows two workstations 300 and 400 on which an electronic form system is formed and two servers 1 on which a business system is formed.
00 and 200 are exemplarily shown, and these workstations and servers are arranged in each company internal department and customer related department, and are connected to each other via a communication network 600.

Each workstation has a main body 101, 201, 301, 401 containing a CPU, a main storage device, a hard disk, a communication board and the like, and display screens 102a, 202a, 302 in accordance with instructions from these main bodies.
a, display device 10 for displaying images and character strings on 402a
2, 202, 302, 402, keyboards 103, 203, 3 for inputting instructions of respective operators and database administrators to each workstation and each server.
03, 403, display screens 102a, 202a, 302
The mouse 104, 204, 304, or 404 is provided for inputting an instruction corresponding to an icon or the like displayed at an arbitrary position on the position a or 402a.

Main parts 101, 201, 301, 401
Is a floppy disk (not shown) and a CD-R
FD loading port 101a into which OM800 is loaded,
201a, 301a, 401a, CD-ROM loading slot 1
01b, 201b, 301b, and 401b,
A floppy disk driver and a CD-ROM driver for driving a floppy disk or a CD-ROM 800 loaded from each of the loading ports are built therein.

In the following description, an electronic form system formed on these workstations 300 and 400,
A business system formed on the servers 100 and 200 will be described.

FIG. 2 shows a first embodiment of the electronic form system according to the present invention.
It is a schematic diagram showing an embodiment.

As shown in FIG. 2, the electronic form system 10 edits information in a business database 32 in which business information of a business system 30 is stored to create an electronic form 11; Electronic form display means 14 for displaying the electronic form 11 created by the form creation means 13 on the screen 12, and updating of data to be updated in the electronic form 11 displayed on the screen 12 by the electronic form display means 14. Update instruction means 16 for giving a check mark to be performed, and update information cooperation for updating information in the business database 32 corresponding to the update target data in the electronic form 11 to which the update instruction means 16 has been given the check mark. And a link data creation unit 17 for creating data.

The electronic form creation means 13 receives the update information cooperation data created by the cooperation data creation means 17 and updates the update target data corresponding to the created update information cooperation data in the electronic form 11. Has a function of giving a mark indicating that the update target data has been updated.

The update instructing means 16 adds a check mark for instructing update to data to be updated in the electronic form displayed on the screen by the electronic form display means 14, and attaches a tag to the data to be updated. It also has the function of giving information.

FIG. 2 shows an update information linking means 19 comprising an electronic form distribution means 20 and an electronic form receiving means 21.
Are shown, but these will be described in the second embodiment.

FIG. 2 shows the calculating means 18, which will be described in the third embodiment.

FIG. 2 shows the detailed display designating means 15, which will be described in the fourth embodiment.

The business system 30 is, for example, a system for performing sales information processing, and has a tabulation processing unit 31 and a statement update processing unit 41. The tabulation processing means 31 includes a business database 32, a data extraction program 33, extraction data 34, an editing program 35, extraction data 36, a tabulation program 37, a spool file 38, and the like. The detail update processing means 41 includes an update information linking data 42, a detail update program 43, the business database 3
2 etc.

FIG. 3 is a flowchart showing a process in which information in the business database is updated by the electronic form system in the first embodiment.

As shown in FIG. 3, data is extracted from the business database 32 of the business system 30 (see FIG. 2), and the spool file 38 is output by the tabulation program (step S1). In this step S1, as shown in detail in FIG. 2, extracted data 34 is extracted from the business database 32 by a data extracting program 33, extracted data 36 is extracted by an editing program 35, and a spool file 38 is extracted by a tabulation program 37. Is created.

Next, the electronic form creation means 13 of the electronic form system 10 associates the spool file 38 with the electronic form system 10 according to the rules based on computerization of the form (step S2).

By the way, in the electronic form system 10, a file definition for update information cooperation for linking from the electronic form system 10 to the business system 30 is set in advance (step S3). Attribute information is set for the update information cooperation tag that allows information to be input in the electronic form system 10 (step S4).

In the electronic form system 10, step S2
The spool file 38 created in step 2 is digitized (step S5), and the created electronic form 11 is displayed on the screen 12
It is displayed above (step S6). Next, a check mark instructing an update is given to the detail line of the data to be updated in the electronic form 11 (step S7). Here, the calculator function by the calculating means 18 is used as needed. This calculator function will be described in detail in a third embodiment described later.

Next, the presence / absence of additional input information is determined (step S8). If the result of the determination is that there is additional input information, an input is made to the update information cooperation tag (step S9).
Next, the process proceeds to step S10. If the result of determination in step S8 is that there is no additional input information, the flow proceeds to step S10.

In step S10, the necessity of reversible is determined, and as a result of the determination, if reversible processing is required, a check mark is replaced with the non-target detailed information by the reversible function (step S1).
1) Then, the process proceeds to step S12. Step S1
If the result of determination in step 0 is that reversible processing is not required, control proceeds to step S12.

In step S12, the cooperation data creation means 17 creates update information cooperation data to work with the business system 30 based on the instruction. In this case, if there is information on the update information cooperation tag, it is created at the same time.

Next, the update information is linked from the electronic form system 10 to the business system 30, that is, the business system 30 receives the update information from the electronic form system 10 (step S13). Statement update program 43
Performs an update process to the business database 32 of the business system 30 based on the update information (step S14).

FIG. 4 is a diagram showing an electronic form created based on the business database according to the first embodiment.

As shown in FIG. 4, the business database 32
In the sales statement (account receivable) file 32a in the
/ 01 "," 0100-1-1 "," AAAAAAA "
A "," 100 "," 100,000 "," ... ",
“11/01”, “0100-2-1”, “BBBBBB”
BB "," 50 "," 50,000 ",
Sales detailed information 32b of "..." is stored.

As shown in FIG. 4, the electronic form 11 is created from the sales detailed information 32b by the tabulation processing means 31 of the business system 30, the electronic form creation means 13 of the electronic form system 10, and the like. For example, as shown as an electronic form display example 11a in FIG. 4, the electronic form 11 is obtained from the sales statement information 32b of the business database 32.
Scheduled collection schedule 50 shown as electronic form display example 11a
Is created in an edited form. As described above, the electronic form according to the present embodiment is digitized and edited again into a desired format and displayed on the screen, instead of simply physically transferring the business information created by the business system.

That is, the scheduled collection schedule 50 includes:
Form attributes such as title 51, department name 52, billing destination code 53, billing party name 54, person in charge 55, scheduled collection date 56, collection method 57, and the "date", "slip number",
The item names are arranged on the screen, such as an item name line 58 in which item names such as "product", "quantity", "amount", and "..." are arranged, and a plurality of data lines 59. Is displayed.

FIG. 5 is a diagram showing how the detailed sales information in the business database is updated based on the electronic form according to the first embodiment.

As shown in FIG. 5, specific data on the screen of the collection schedule table 50, that is, the slip numbers 0202-1-1, 0202-2-1, 0 in the third, fourth, and fifth rows from the top
A check mark C is displayed in the left column of the three data items 202-3-1, and these check marks C are given by the update instruction unit 16 based on an operation such as a mouse click by the operator. The fact that these three data are the data to be updated is clearly indicated to the operator and all persons who view this screen. .

The update information linking means 19 of the business system 30 (see FIG. 2) selects update target data to which the check mark C is added from the information of the collection schedule description table 50, and creates the file definition information 44 which has been created in advance. The update information cooperation data 42 is created based on the. File definition information 44
Will be described later.

The detail update processing means 41, based on the update information linking data 42, has the slip numbers 0202-1-1,0202-2-1,0202-3- in the sales detail information 32b.
Update the three data of 1. In other words, "confirmed" is updated in the right column of these three data.

FIG. 6 is a diagram showing file definition information created prior to the creation of the update information cooperation data shown in FIG.

As shown in FIG. 6, from the collection schedule table 50 displayed on the screen, the display position 50_1 of the “billing destination code”, the display position 50_2 of the “planned collection date”, and the “slip number” Display position 50_3, display position 50 of "money"
By designating _4 (mouse click), the file definition information 44 storing the above four pieces of information necessary for creating the update information cooperation data 42 is created. The file definition information 44 and the collection schedule table 50 are created. The update information cooperation data 42 is created based on the three update target data to which the check mark C is added.

FIG. 7 is a diagram showing a state in which a collection completion mark for preventing duplicate cooperation is attached to the scheduled collection schedule used in the first embodiment.

As shown in FIG. 7, the update information link data 42 is created based on the three update target data with the check mark C in the collection schedule table 50. A check mark C and a linked mark D are displayed in an overlapping manner as a linked mark D on the check mark C so that the target data are not linked and linked again. By further checking the check mark C and the linked mark D which are displayed in an overlapped manner, the linked mark D can be erased to enable the link input again. For example, the third data “02” shown in the scheduled collection schedule 50 ′
By deleting the associated mark D of 02-3-1 "by overwriting check, the remaining amount 150,000 can be additionally input in the amount column of this data.

FIG. 8 is a diagram showing an example in which tag information is added to the update target data of the scheduled collection schedule used in the first embodiment.

In the present embodiment, the update instruction means 16 (FIG. 2)
Has a function of adding tag information to the update target data in the electronic form displayed on the screen.

That is, as shown in FIG. 8, a tag information display field 50_5 that can be written by the operator is displayed on each update target data of the collection schedule table 50, and the operator displays the tag information display field 50_5 in the tag information display field 50_5. The written tag information is added to the update information cooperation data 42. Statement update means 41
Is based on the update information cooperation data 42,
2b is updated. In the updated sales statement information 32b, tag information 50_6 is stored. As described above, in the present embodiment, the statement updating unit 41 can also perform the “partial clearing” process.

FIG. 9 is a diagram showing a setting procedure performed prior to the addition of the check mark and the tag information in the first embodiment.

In the electronic form system of the present embodiment, the update instructing means (see FIG. 2) is replaced by an electronic form display means (see FIG. 2).
A check mark C for instructing an update is given to the update target data in the collection schedule table 50 displayed on the screen, and the tag information 50_5 is added to the update target data.
Is provided, but the following setting procedure is performed prior to the provision work.

As shown in FIG. 9, as for the check mark, an update information cooperation setting window 50_7 is displayed on the screen, and when the operator clicks a necessary item on the update information cooperation setting window 50_7, the update information is displayed. It is defined whether or not to perform coordination and whether or not to attach tag information. When the tag information is selected, a tag information setting window 50_8 is displayed. The tag information setting window 50_8 and the tag information setting window 5
When the operator sets the attribute of the tag information on the attribute initial setting window 50_9 opened on 0_8, a property for defining the tag information for cooperation is defined. After these setting procedures, a check mark and tag information are added to the update information link data.

Next, a second embodiment will be described.

In the second embodiment, the electronic form distribution means 20 (FIG. 2) for distributing the electronic form 11 created by the electronic form creation means 13 (see FIG. 2) of the electronic form system 10 of the first embodiment. Electronic form receiving means 2 for receiving a returned electronic form with a check mark added to the data to be updated in the electronic form 11 at the distribution destination.
1, and the linked data creating means 17 (see FIG. 2) creates update information linked data based on the returned electronic form.

FIG. 10 is a schematic diagram showing a case in which two electronic form systems are connected via the Internet to perform cooperative processing.

FIG. 10 shows an example in which an electronic payment collation processing system is constructed in which an in-house electronic report system and a customer's electronic report system are connected via the Internet to perform cooperation.

As shown in FIG. 10, an in-house electronic form system 10 creates an electronic form 11 based on the receivable statement file 62, and then sends the electronic form 11 to a customer by the above-mentioned cooperative data creating means. After distribution, a document number (electronic form identification number) is assigned so that a link to the original information can be maintained when the reply is received from the customer. This document number is assigned by the document number setting function 68 provided in the above-mentioned cooperative data creation means.

Next, the electronic form 1 with this document number
1 is distributed to the customer's electronic form system 11 'through the Internet 63 by the electronic form distribution means 20 (see FIG. 2) in the form of a confirmation note. The customer's electronic form system 11 'creates update information 66 based on the distributed electronic form 11', and performs collation processing 67 with the business system.

Next, the confirmed electronic form 11 'is returned from the customer's electronic form system 10' to the in-house electronic form system 10 via the Internet 63 by the electronic form distribution means. Of the electronic form receiving means 21 (see FIG. 2).

Next, after the received electronic form 11 “has been confirmed by the person in charge, the collation result information is automatically transferred to the electronic form 11, update information linking data is created, and the accounts receivable Update the file 62. Thereby,
The settlement matching process on the two electronic form systems 10, 10 'and the two business systems is completed. Thus, in this embodiment, a complete paperless settlement matching process is realized.

FIG. 11 is a schematic configuration diagram of the second embodiment.

As shown in FIG. 11, the internal configuration of the business system 30 on the company side and the electronic form system 10 are the same as those described in the first embodiment shown in FIG. The internal configuration of the electronic form system 10 'on the side is also the same as that of the electronic form system 10, and a description thereof will be omitted, and only differences between the second embodiment and the first embodiment will be described.

The electronic form 11 created by the company's electronic form system 10 is distributed to the customer's electronic form system 10 'via the Internet 63. The customer's electronic form system 10 'receives the electronic form 1
1 'is created, a check mark is given to the data to be updated in the electronic form 11', and if necessary, tag information is added, and the electronic form 11 'is added to the electronic form system 1.
Send back to 0.

The company-side electronic form system 10 receives the returned electronic form 11 ′ with the check mark and the tag information, and creates an electronic form 11 ″. In the system 30, the detail update processing means 41 performs the detail update processing of the business database 32 in the same manner as described in the first embodiment.

FIG. 12 is a flow chart showing a process of a statement update process in two electronic form systems connected via the Internet in the second embodiment.

As shown in FIG. 12, steps S21 to S25 of this flowchart are completely the same as steps S1 to S5 of the flowchart in the first embodiment shown in FIG. Will be described only.

In step S26, the document number setting function 68 is added to the electronic form digitized in step S25.
A form identification number (document number) is added according to (see FIG. 10) (step S26). Next, the electronic form distribution unit 20 (see FIG. 2) of the electronic form system 10 distributes the electronic form with the document number to the distribution destination electronic form system 10 'via the Internet or groupware (step S27).

In the distribution destination electronic form system 10 ', the electronic form receiving means 21 (see FIG. 2) receives the electronic form (step S28), and the electronic form creation means 13 (FIG. 2).
(See step S29) to create an electronic form and display the electronic form on a screen (step S29). Next, a check mark is added to the detail line of the data to be updated in the electronic form (step S30). Here, the calculator function by the calculating means 18 (see FIG. 2) is used as needed. The calculator function by the calculation means will be described in a third embodiment described later.

Next, the presence or absence of additional input information is determined (step S31). If the result of the determination is that there is additional input information, an input is made to the update information cooperation tag (step S3).
2) Then, the process proceeds to step S33. If the result of determination in step S31 is that there is no additional input information, step S31
Go to 33.

In step S33, it is determined whether or not reversible processing is necessary. If the result of the determination is that reversible processing is required, a check mark is added to the non-target detailed information by the reversible function (step S3).
4) Then, the process proceeds to step S35. If the result of determination in step S33 is that reversible processing is not required, control proceeds to step S35.

In step S35, the processed electronic form is sent back to the company's electronic form system 10 via the Internet (step S35).

Next, in the electronic form system 10 on the company side, the returned electronic form is received, and the distributed electronic form and the returned electronic form are transmitted by the document number setting function 68 (see FIG. 10). It is checked whether or not they have the same document number. If the document numbers are not the same, a return notification is sent to the customer (step S3).
6).

Next, in step S37, based on the instruction, the cooperation data creation means 17 (see FIG. 2) creates update information cooperation data for cooperation with the business system. In this case, if there is information on the update information cooperation tag, it is created at the same time. Next, cooperation of the update information from the electronic form system 10 to the business system 30 is performed. That is, the business system 30 receives the update information (Step S38). The statement update program 43 (see FIG. 2) updates the receivable statement file 62 (see FIG. 10) of the business database of the business system 30 based on the update information (step S).
39).

Next, a third embodiment will be described.

In the third embodiment, an electronic form system 10 (see FIG. 2) includes a calculating means 18 (see FIG. 2) for performing calculations based on numerical values in an electronic form 11, and the electronic form display means 14 (see FIG. 2) is configured to display the calculation result by the calculation means 18 on the screen 12 together with the electronic form 11.

FIG. 13 is a diagram showing an outline of the arithmetic processing by the arithmetic means provided in the third embodiment. FIG.
As shown in (4), by dragging the amounts in the upper four rows of the amount column of the scheduled collection schedule 50, a total of 750,000 of these four numerical values is displayed in the calculator window 50_10. In this manner, by dragging a desired portion of the numerical values displayed on the screen, an operation based on those numerical values can be performed.
The operability is greatly improved as compared with the case where the operator performs calculations using a calculator on hand, and calculation errors are prevented.

FIG. 14 is a diagram showing a state in which the calculation means provided in the third embodiment performs a calculation based on the numerical value of the tag information.

As shown in FIG.
Is dragged over the four numerical values input to the tag information display field 50_5 of the
0000 is displayed in the calculator window 50_10.

FIG. 15 is a diagram showing an outline of the arithmetic processing in cooperation with the input to the tag information display field in the third embodiment.

As shown in FIG. 15, a calculator window 50_1 is displayed on the screen by declaring the use of the arithmetic function in advance.
0 is displayed, the tag information totaling process is designated, and the tag information is input in the tag information display field 50_5 of the scheduled collection schedule 50, so that the input numerical value is linked with the arithmetic function and the input is performed. Calculator window 50
_10 are sequentially displayed.

FIG. 16 is a diagram showing an outline of the subtraction processing in the third embodiment.

As shown in FIG. 16, a first calculator window 50_10 is called on the screen, and a total amount of money which has been known in advance is input to the calculator window 50_10. In column 50_5,
By successively inputting the deposit amount, the total value of the inputted numerical values is displayed on the second calculator window 50_10 ′, and the calculation result obtained by subtracting the deposit amount from the total deposit amount is displayed on the first calculator window 50_10. Can be done.

Next, a fourth embodiment will be described.

In the fourth embodiment, the electronic form creating means 13 (see FIG. 2) provided in the electronic form system 10 (see FIG. 2) of the first embodiment converts the hierarchically structured electronic form. The electronic form display means 14 (see FIG. 2) includes a detail display designating means 15 (see FIG. 2) for designating data to be displayed in the electronic form displayed on the screen by the electronic form display means 14 (see FIG. 2). In response to the specification of the detail display target data in the electronic form 11 displayed on the screen 12 by the detail display designating unit 15, the means 14 deletes the data of the lower hierarchy of the specified detail display target data. It has a drill-down function to be displayed on the screen 12.

FIG. 17 is a conceptual diagram of the drill-down function according to the fourth embodiment.

As shown in FIG.
By dragging the fourth line of
223540, XX Shokai, invoiced amount: 4,800,00
0: Invoice No. : 00103-1, the contents of the lower layer data 50a, that is, the bill: 0223540 are displayed on the screen.

FIG. 18 is a schematic explanatory diagram of the drill-down function according to the fourth embodiment, and FIG. 19 is a flowchart showing a process of processing according to the fourth embodiment.

The drill-down function of this embodiment will be described below with reference to FIGS.

As an advance setting, it is initially set that an electronic form (x) and an electronic form (y) are electronic forms linked to each other (step S41). Next, the search attributes of the electronic form (x) and the electronic form (y) are set. In the example shown in FIGS. 18 and 19, the search attribute “A”
And the search attribute “B” are set as search attributes. In addition, is the timing of creation the same? ,
What matches the conditions, such as the amount of money? Are set (step S42).

The daily operation includes the business system 30
In the business database, data extraction, editing, and tabulation of the search attribute “A” and the search attribute “B” relating to the item “x” and the item “y” in the business database are performed, respectively, and the spool file (x) and the spool File (y) is created. The spool file (x) and the spool file (y) are stored in the electronic form system 10.
Then, an electronic form (x) and an electronic form (y) are created.

First, an electronic form (x) is displayed on the screen (step S43). FIG. 18 shows an x balance total table 11_1 of the electronic form (x). Next, the operator is asked whether to use the drill-down function (step S44). When the answer that the drill-down function is not used is returned, the normal operation of the electronic form system is continued. When the answer that the drill-down function is used is returned, the process proceeds to step S46, and the electronic form A search attribute to be drilled down is specified on the drilldown function window 11_1a of (x). In the example of FIG. 18, the search attribute “B” of the x balance total table is set. As a result, from the electronic form file of the electronic form (x), the electronic form file 11_2 of the electronic form (y) in which the cooperative relationship is set in advance is searched (step S47), and the electronic form file of the electronic form (y) is retrieved. Then, the corresponding content is searched by the search attribute "B" for which a cooperative relationship is set in advance (step S48). Thus, the page 11_2a including the search attribute "B" narrowed down and specified is displayed on the screen (step S49).

As described above, by using the drill town function, it is possible to successively display lower-order forms related to desired information on an electronic form on a screen.

Next, the electronic form program storage medium of the present invention will be described.

FIG. 20 is a diagram showing an embodiment of the electronic form program storage medium of the present invention.

As the electronic form program storage medium 90 shown in FIG. 20, for example, a CD-ROM, an MO (magneto-optical disk), a floppy disk or the like can be used.

The electronic form program 91 stored in the electronic form program storage medium 90 is used to form the stock transfer system 1 of this embodiment on a workstation or a personal computer described with reference to FIG. Program.

As shown in FIG. 20, the electronic form program 91 is created by an electronic form creating means 92 for editing information in a business database storing business information to create an electronic form, and an electronic form creating means 92. Electronic form display means 93 for displaying the completed electronic form on the screen, detailed display instruction means 93a, and a check mark for instructing the update target data in the electronic form displayed on the screen by the electronic form display means 93. Update instruction means 94 for performing update information cooperation data for updating information in the business database corresponding to the data to be updated, to which the check mark has been added by the update instruction means 94, in the electronic form 95, an operation means 96 for performing an operation based on a numerical value in the electronic form, and an electronic form distribution means 9 for distributing the electronic form And a update information cooperation unit 97 consisting of an electronic form receiving means 97b for receiving a and electronic form.

For example, a CD-ROM is used as a medium of the electronic form program storage medium 90, and the electronic form program 91 is stored in the CD-ROM 80.
0 (see FIG. 1) to workstations 100, 200,
CD-ROM loading slot 10 of 300, 400 (see FIG. 1)
1b, 201b, 301b, and 401b (see FIG. 1), the above-described electronic form program 91 is read into these workstations, and installed in a storage device therein, thereby easily implementing the inventory movement system of the present invention. Can be formed.

[0103]

As described above, according to the electronic form system of the present invention, manual work conventionally performed on a printed form is completely unnecessary, and input errors and work time can be greatly reduced. Business processing costs can be significantly reduced. In addition, by linking with other electronic form systems using in-house communication network or the Internet,
It is possible to reduce costs such as communication costs due to infrastructure development and data distribution such as data exchange. Also,
It is possible to link information with the person in charge of on-site processing without going through the computer department.

According to the electronic form program storage medium of the present invention, the above electronic form system can be easily formed on a computer.

[Brief description of the drawings]

FIG. 1 is a diagram showing a part of a computer system to which an electronic form system of the present invention is applied.

FIG. 2 is a schematic diagram showing a first embodiment of the electronic form system of the present invention.

FIG. 3 is a flowchart illustrating a process of processing until information of a business database is updated by an electronic form system according to the first embodiment.

FIG. 4 is a diagram showing an electronic form created based on a business database according to the first embodiment.

FIG. 5 is a diagram showing a state in which sales statement information in a business database is updated based on an electronic form in the first embodiment.

FIG. 6 is a diagram showing file definition information created prior to creation of the update information cooperation data shown in FIG.

FIG. 7 is a view showing a state in which a collection completion mark for preventing duplicate cooperation is added to a collection schedule statement used in the first embodiment.

FIG. 8 is a diagram illustrating an example in which tag information is added to update target data of a scheduled collection schedule used in the first embodiment.

FIG. 9 is a diagram illustrating a setting procedure performed prior to the addition of a check mark and tag information in the first embodiment.

FIG. 10 is a schematic diagram of a case in which two electronic form systems are connected via the Internet to perform a cooperative process.

FIG. 11 is a schematic configuration diagram of a second embodiment.

FIG. 12 is a flowchart illustrating a process of a statement update process in two electronic form systems connected via the Internet according to the second embodiment.

FIG. 13 is a diagram illustrating an outline of a calculation process by a calculation unit provided in the third embodiment.

FIG. 14 is a diagram illustrating a state where a calculation based on a numerical value of tag information is performed by a calculation unit provided in the third embodiment.

FIG. 15 is a diagram illustrating an outline of a calculation process in cooperation with input to a tag information display field according to the third embodiment.

FIG. 16 is a diagram illustrating an outline of a subtraction process according to the third embodiment.

FIG. 17 is a conceptual diagram of a drill-down function according to a fourth embodiment.

FIG. 18 is a schematic explanatory diagram of a drill-down function according to a fourth embodiment.

FIG. 19 is a flowchart illustrating a process of a process according to the fourth embodiment.

FIG. 20 is a diagram showing an embodiment of an electronic form program storage medium of the present invention.

FIG. 21 is a diagram showing an outline of a conventional sales processing operation.

[Explanation of symbols]

10, 10 'Electronic form system 11, 11' Electronic form 11a Electronic form display example 12 Screen 13 Electronic form creation means 14 Electronic form display means 15 Detailed display designation means 16 Update instruction means 17 Cooperation data creation means 18 Calculation means 19 Update information Linking means 20 Electronic form distribution means 21 Electronic form receiving means 30 Business system 31 Tabulation processing means 32 Business database 32a Sales details (accounts receivable) file 32b Sales details information 33 Data extraction program 34 Extracted data 35 Editing program 36 Extracted data 37 Table Program 38 Spool file 41 Detail update processing means 42 Update information linking data 43 Detail update program 44 File definition information 50, 50 'Scheduled collection schedule 50_1, 50_2, 50_3, 50_4 Display position 50_5 Sticky information table Label 50_6 Sticky information 50_7 Update information cooperation setting window 50_8 Sticky information setting window 50_9 Attribute initial setting window 50_10, 50_10 'Calculator window 50a Data 51 Title 52 Department name 53 Billing code 54 Billing address 55 Billing person name 56 Scheduled collection date 57 Collection method 58 Item name line 59 Data line 62 Accounts receivable statement file 63 Internet 66 Update information 67 Verification processing 68 Document number setting function 90 Electronic form program storage medium 91 Electronic form program 92 Electronic form creation means 93 Electronic form display means 93a Detailed display Instruction means 94 Update instruction means 95 Cooperation data creation means 96 Calculation means 97 Update information cooperation means 97a Electronic form distribution means 97b Electronic form reception means 100, 200 Server 101, 201, 30 , 401 main body 101a, 201a, 301a, 401a FD mounting slot 101b, 201b, 301b, 401b CD-R
OM loading port 102, 202, 302, 402 Display device 102a, 202a, 302a, 402a Display screen 103, 203, 303, 403 Keyboard 104, 204, 304, 404 Mouse 300, 400 Workstation 600 Communication network 800 CD-ROM

 ──────────────────────────────────────────────────続 き Continued on the front page F term (reference) 5B049 AA01 AA06 BB11 CC05 DD01 EE01 FF03 GG04 GG07 5B085 BE03 BE07 BG03

Claims (7)

[Claims] 1. An electronic form creation means for editing information in a business database storing business information to create an electronic form, and an electronic form for displaying an electronic form created by the electronic form creation means on a screen. Display means; update instructing means for giving a check mark instructing an update to data to be updated in the electronic form displayed on the screen by the electronic form displaying means; and a check mark in the electronic form by the update instructing means. And a link data creating unit for creating update information link data for updating information in the business database, corresponding to the update target data to which the information is given. 2. The electronic form creation means, in response to the creation of the update information cooperation data by the cooperation data creation means, updates the update target data in the electronic form corresponding to the created update information cooperation data. 2. The electronic form system according to claim 1, wherein a mark indicating that the update target data has been updated is added. 3. The update instruction means adds a check mark for instructing update to data to be updated in the electronic form displayed on the screen by the electronic form display means, and attaches tag information to the data to be updated. 2. The electronic form system according to claim 1, wherein the electronic form system has a function of providing the form. 4. An electronic form distribution means for distributing an electronic form created by said electronic form creation means, and an electronic form returned with a check mark added to data to be updated in the electronic form at a distribution destination. 2. The electronic form system according to claim 1, further comprising electronic form receiving means for receiving, wherein the cooperation data creating means creates update information cooperation data based on the returned electronic form. 5. An arithmetic unit for performing an operation based on a numerical value in the electronic form, wherein the electronic form display unit displays an operation result by the arithmetic unit on a screen together with the electronic form. The electronic form system according to claim 1, wherein 6. The electronic form creation means for creating a hierarchically structured electronic form, and designates detail display target data in an electronic form displayed on a screen by the electronic form display means. The electronic form display means includes a detail display designation means, and the electronic form display means receives the detail display target data in the electronic form displayed on the screen by the detail display designation means, and displays the designated detail display 2. The electronic form system according to claim 1, further comprising a drill-down function of displaying data of a lower hierarchy of the target data on a screen. 7. An apparatus for processing an electronic form, comprising: a CPU for executing a program; an image display device for displaying an image on a screen; and a device having an operator for designating a desired point in the image displayed on the screen. In an electronic form program storage medium storing an electronic form program for operating as a form system, an electronic form creating means for editing information of a business database storing business information to create an electronic form, Electronic form display means for displaying an electronic form created by the form creation means on a screen, and a check mark for instructing update to data to be updated in the electronic form displayed on the screen by the electronic form display means. An update instructing means, and an electronic form, which corresponds to the data to be updated to which a check mark has been added by the update instructing means, Electronic forms program storage medium characterized by electronic form program and a cooperative data creating means for creating update information link data for updating the information in the operation database is stored.