JP2001312541A - Method for submitting bill, submitting device and storage medium - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a method for submitting bill, in the case where the alteration of closing day is requested, in a very short time, saving the labor for alteration processing. SOLUTION: At the time of sales, a billing flag indicating sales day, sales proceeds and if the billing will be submitted this time or next time, is written into a sales master 5. Then, at billing time, if the alteration of closing day is requested, the altered closing date is written into a client information database 6. After the closing date is written, a billing master 7 is produced from each data in the sales master 5, and, based on a sales day and a billing flag in the sales master 5 and the closing date in the client information database 6, the closing date is written into the billing master 7. Then, based on each data and the closing date in the billing master 7, a bill is submitted.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to an invoicing method and an invoicing apparatus capable of performing a process when a closing date is changed in a short time and without trouble.

[0002]

2. Description of the Related Art In some industries, a sales master on which sales data is written is created in a storage device of a computer when sales are recorded, and the sales master is created when the closing date of a customer has passed. Based on this, a billing master for one month is created in the storage device. Then, an invoice is issued based on the created invoice master. FIG.
Is a diagram showing an example of the sales master described above. In the example shown in this figure, February 27, March 1, March 5,
Suits, sweaters, ties, and slacks were sold on March 15 and the closing date of each customer was March 20. The clerk inputs a date, a closing date, a customer code, a product name, and an amount from the keyboard of the computer each time there is sales. Thereby, the sales master shown in the figure is created in the storage device of the computer. Here, the closing date is a billing closing date specified by the customer, for example, 20th or end of month. If the 20th is a closing day, a billing master is created on the 21st for each of the sales from the 21st of the previous month to the 20th of this month, and a one-month billing is performed based on the created billing master. A consolidated invoice is issued.

[0003]

However, at the end of the year or at the end of the fiscal year, there are cases where a customer instructs to change the closing date. For example, if the customer with a normal closing date of 20
You will be instructed to close the month by the end of the month. In such a case, conventionally, it was necessary to manually correct all the closing dates of the sales master. For example, in the example of FIG. 6, when the customer of the customer code JS0015 changes the closing date to March 31, the sales number is changed. It was necessary to change the closing date of the sales data of 0001 and 0004 from March 20 to March 31. This data change takes a lot of time and effort, and there is a problem that an erroneous operation causes an error in the billing data. In some cases, a closing date change program may be created to change the closing date. In this case,
There was a problem that it took time and effort to create a program.
The present invention has been made in view of such circumstances, and a purpose thereof is to make it possible to perform a change process in a very short time without a hassle when a request for changing the closing date is made. An issue method and an issue device are provided.

[0004]

To achieve the above object, according to the first aspect of the present invention, a sales master is created at the time of sales, and a billing master is created from the sales master and the customer information database. In an invoice issuing method for issuing an invoice based on the invoice master, at the time of sales,
Write a billing flag indicating whether this is the current or next billing date along with the sales date and sales amount in the sales master, and if there is a change in the closing date at the time of billing, write the changed closing date in the customer information database. , After writing the above closing date,
A billing master is created from each data of the sales master, and a closing date is written in the billing master based on a sales date and a billing flag of the sales master and a closing date of the customer information database. It is characterized by issuing invoices based on data and closing date.

[0005] Further, the invention according to claim 2 is based on claim 1.
In the invoicing method described in the above, after writing the above closing date,
When a billing master is created from each data of the sales master, it is determined whether the invoice is issued this time or the next based on the sales date and the billing flag, and the billing master is created only for this time. It is characterized by doing.

[0006] Further, the invention according to claim 3 is characterized in that:
A sales master in which a billing flag indicating whether this is the current or next billing together with the sales amount is written; a customer information database in which customer information and a closing date are written; a billing master in which billing data is written; Writing means for writing a closing date to the billing master based on the sales date and billing flag of the master, a closing date in the customer information database, and issuing a bill based on each data and closing date of the billing master And a bill issuing device. According to a fourth aspect of the present invention, in the bill issuing device according to the third aspect, the writing means writes the predetermined date of the sales master to the billing master and the sales date and the date. It is characterized in that it is determined whether the invoice is issued this time or the next time based on the invoice flag, and only the current invoice is written in the invoice master.

According to a fifth aspect of the present invention, there is provided a program for creating a sales master upon sales, creating a billing master from the sales master and the customer information database, and issuing a bill based on the billing master. A computer-readable recording medium that stores therein, at the time of sales, writes a sales date, a sales amount, and a billing flag indicating whether the billing is the current or next time entered in the sales master in the sales master. When there is a change in the closing date, the changed closing date entered by the attendant is written in the customer information database, and after writing the closing date, a billing master is created from each data of the sales master, and the sales Write the closing date to the billing master based on the sales date and billing flag of the master and the closing date of the customer information database, Serial is a respective data and a computer-readable recording medium that stores a program and issues a bill based on the closing date of billing master.

[0008] The invention described in claim 6 is the invention according to claim 5.
In the computer-readable recording medium according to the above, when creating a billing master from each data of the sales master, it is determined whether the invoice is issued this time or next time based on the sales date and the billing flag Then, the billing master is created only for this time.

[0009]

Embodiments of the present invention will be described below with reference to the drawings. FIG. 1 is a block diagram showing the configuration of the bill issuing device according to the first embodiment of the present invention. In this figure, reference numeral 1 denotes a server, and LA
Are connected to a plurality of clients 3 via an N (local area network) 2. Server 1
Is connected to a storage device 4 in which a sales master 5, a customer information database 6, and a billing master 7 are created. FIG. 2 is a diagram showing a configuration example of the sales master 5 and the billing master 7. As shown in this figure,
The sales master contains the sales number. , Date, billing flag, customer code, product name, amount, billed flag, etc., and the billing master, billing date, closing date, billing date, sales amount, deposit amount, etc. are written in the billing master. In addition, the customer information database stores information on customers, that is, names,
Address, telephone number, fax number, etc. are written,
The closing date of the customer's claim is entered. On the other hand, the clients 3, 3,... Are provided with a data input device and a bill issuing device.

In such a configuration, at the time of sales, the client 3 inputs sales. FIG. 3 is a flowchart showing this sales input process. When the clerk opens the sales input screen, the sales NO. Is L from server 1
It is transmitted via AN2 and displayed with the date (step Sa1). Here, the clerk has the customer code, product name,
The sales amount and the like are input (step Sa2). In the example of FIG. 2, the clerk sends the customer code “JS0
015 ", product name" suit ", and amount" 530,000 ". Next, the clerk determines whether the request is the current request or the next request (step Sa3). If it is the current request, "0" is written as the request flag (step S).
a4) If it is the next billing, "1" is written as a billing flag (step Sa5). Note that "0" is written in the billing flag by default, and therefore, writing is performed only in the case of "1" in actual processing. The request flag is usually set to "0", and "1" is written only when the request is postponed next time due to special circumstances.

Next, when the clerk presses the data input end key, the data input in the above process in the client 3 is sent to the server 1 and written in the sales master 5 (step Sa6). Next, when there is a sales again on February 28, in the same manner as above, the clerk firstly receives the customer code “JG0221”, the product name “Seta”, and the amount “220,000”.
Enter Next, the clerk determines whether the request is the current request or the next request, and if the request is the current request, writes “0” as the request flag. Hereinafter, each time there is sales, the above processing is repeated.

As described above, in the invoicing device according to the above-described embodiment, the closing date is written in the sales master in the conventional device (see FIG. 5), but a billing flag is written instead. It has become. Next, a billing file creation process will be described. FIG. 4 is a flowchart showing the process of the billing file creation process. Prior to the billing file creation process, the clerk first checks whether there is a change in the customer's closing date (step Sb1). If there is a change in the closing date, the closing date in the customer information database 6 is changed (step Sb).
2). For example, if the conventional closing date is 20 days, this billing file creation processing is performed on 21st, but if the closing date is changed and the 31st end of the month is reached, the billing file creation on 21st is performed. The processing is stopped, and this processing is performed at the beginning of the next month. Prior to the billing file creation process, the clerk first changes the closing date of the customer information database 6.

Next, when the clerk inputs the name of the customer and the number of months, and issues a data transfer instruction, the server 1 receives the instruction,
The closing date is read from the customer information database 6, and a target record is selected from the sales master 5 based on the closing date. That is, the invoice completion flag of the sales master 5 is "
0 ”(not invoiced), the date of which is before the closing date is selected, the customer code, sales amount, etc. of the record are read and transferred to the billing master 7 (step Sb3). For the data having the billing flag of "0", the closing date of this month is written in the closing date column of the billing master 7 (step Sb5), and for the data having the billing flag of "1", the closing date of next month is billed. The data is written in the closing date column of the master 7 (step Sb6).

In the example of FIG. 2, first, the sales of the customer having the customer code "JS0015", that is, the sales N
O. 0001, 0003, 0006, 0008 are selected and the customer code "JS00" of the sales master is set as the billing destination.
15 ", and the" amount "of the sales master 5 is written as the sales amount. Next, the sales NO. 0001,000
Since the billing flag is “0” for 6,0008, the closing date of this month, March 31, is written, and the sales NO. 00
For 03, the billing flag is "1", so the closing date of April 20 of the next month is written. The customer code "JG
0221 ”and“ JH1125 ”.

The clerk who has created the sales master 7 in this manner inputs a billing instruction. The server 1 receives this instruction and selects the one with the closing date of this month from the billing master 7, creates billing data, and sends it to the client 3. Thereby, a bill is issued in the client 3. Further, the server 1 writes “1” in the billing completed flag of the sales master 5 for the record that issued the bill. As described above, according to the above-described embodiment, even when the closing date is changed, it is only necessary to change the closing date of the customer information database, and it is possible to deal with it very easily as compared with the related art.

Next, a second embodiment of the present invention will be described. The configuration of the bill issuing device according to the second embodiment is the same as the configuration of the above-described first embodiment (see FIG. 1), and the processing at the time of inputting the sales is also the same (see FIG. 3). The difference is that the billing master 7 is created (FIG. 4).
It is. Hereinafter, this processing will be described with reference to FIG. Prior to the billing file creation process, the attendant first checks whether there is a change in the customer's closing date (step Sc).
1) If there is a change in the closing date, the closing date in the customer information database 6 is changed (step Sc2). This process
This is the same as in FIG. Next, the clerk inputs the name of the customer and the number of months, and issues a data transfer instruction. The server 1 receives the data, reads the closing date from the customer information database 6, and stores the sales date based on the closing date. A target record is selected from the master 5.

That is, the server 1 first sets the billed flag to “0” (not billed) in each record of the sales master 5.
The following processing is sequentially performed for each selected record. First, it is determined whether or not the date is this month (step Sc3). This judgment is made by reading the closing date of the last month from the customer information database 6 and checking whether or not the date of the record is a date between the day after the closing date of the last month and the closing date of the current month. Do. If the result of this determination is "YES" (the date is this month), it is next determined whether or not the billing flag is "0" (step Sc4). If the result of this determination is "YES", the flow proceeds to step Sc5.
Then, the customer code, sales amount, etc. of the record are read and transferred to the billing master 7, and then the closing date of this month is written in the closing date column of the billing master 7 (step Sc6).

Then, the process proceeds to a step Sc7, in which it is determined whether or not the processing has been completed for all the records whose billing flag is "0". If the determination result is "NO", the process proceeds to a step S7.
Returning to c3, it is determined whether or not the date of the next record is this month. And this judgment result is “YES”
If the result of the determination in the next step Sc4 is "NO" (the billing flag is "1"), steps Sc5 and S5 are executed.
Jump to c6 and go to step Sc7. That is,
Even if the date of the record is this month, if the billing flag is “1”, the sales data is not transferred.

Next, the result of the determination in step Sc3 is "N
In the case of "O", the process proceeds to step Sc8, and it is determined whether or not the date is the previous month. In this determination, the closing date of the previous month is read from the customer information database 6 and it is checked whether or not the date of the record is a date between the day following the closing date of the previous month and the closing date of the previous month. By doing. If the result of this determination is "YES" (the date is last month), it is next determined whether or not the billing flag is "1" (step Sc9). If the result of this determination is “YES”, the flow proceeds to step Sc5,
The customer code, sales amount, etc. of the record are read and transferred to the billing master 7, and then the closing date of this month is set to the billing master 7.
(Step Sc6). By this processing, the billing master transfer of the record in which the billing date was postponed due to the sales in the last month is performed. Step Sc
8. If the determination in Sc9 is "NO", step S
The process of c5 and Sc6 is not performed, and the process proceeds to step Sc7.

As described above, according to the above embodiment, the case where the billing is postponed to the next month, that is, the billing flag is set to “
In the case of "1", the sales master 5 does not move from the sales master 5 to the billing master 7 at the end of the month as in the first embodiment, but remains in the sales master 5. The billing is performed in the next month. The invoice is issued by transferring to the master 7. Thus, even if the closing date changes exceptionally for a plurality of consecutive months, there is an advantage that it is not necessary to manually change the closing date of the billing master 7. Can be

Each process of the server 1 and the client 3 in FIG. 1 is performed according to a program stored in a computer-readable storage medium. Here, the “computer-readable storage medium” refers to a floppy disk, a magneto-optical disk, a semiconductor ROM,
It refers to a portable medium such as a D-ROM or a storage device such as a hard disk built in a computer system.

[0022]

As described above, according to the present invention, at the time of sale, a billing flag indicating whether the billing is for the current time or the next time is written in the sales master along with the sales date and the sales amount. If there is a change in the closing date, the changed closing date is written in the customer information database, and after writing the closing date, a billing master is created from each data of the sales master, and the sales date and the billing flag of the sales master are written. Since the closing date is written in the billing master based on the closing date of the customer information database and an invoice is issued based on each data of the billing master and the closing date, when there is a request for changing the closing date In this case, an effect is obtained that the change process can be performed in a very short time without any trouble. Further, according to the second, fourth, and sixth aspects of the invention, there is an advantage that it is not necessary to manually change the closing date of the billing master even when the closing date has been changed continuously for a plurality of months.

[Brief description of the drawings]

FIG. 1 is a block diagram showing a configuration of an embodiment of the present invention.

FIG. 2 is a diagram showing a configuration of a sales master 5 and a billing master 7 in the embodiment.

FIG. 3 is a flowchart for explaining the operation of the embodiment.

FIG. 4 is a flowchart for explaining the operation of the embodiment.

FIG. 5 is a block diagram showing a configuration of a conventional sales master.

FIG. 6 is a diagram showing an example of a conventional sales master.

[Explanation of symbols]

DESCRIPTION OF SYMBOLS 1 ... Server, 2 ... LAN, 3 ... Client, 4 ... Storage device, 5 ... Sales master, 6 ... Customer information database,
7 ... Billing master.

Claims (6)

[Claims] 1. A bill issuing method for creating a sales master at the time of sale, creating a bill master from the sales master and the customer information database, and issuing an invoice based on the bill master. Day, write a billing flag indicating whether this is the current or the next billing with the sales amount in the sales master, At the time of billing, if there is a change in the closing date, write the changed closing date in the customer information database, After writing the closing date, a billing master is created from the data of the sales master, and a closing date is set in the billing master based on the sales date and billing flag of the sales master and the closing date of the customer information database. Writing a bill based on each data of the bill master and a closing date. 2. After writing the closing date, when creating a billing master from each data of the sales master, it is determined whether the invoice is issued this time or the next time based on the sales date and the billing flag. 2. The bill issuing method according to claim 1, wherein the bill master is created only for this time. 3. A sales master in which a billing flag indicating whether this is the current or next billing date is written together with a sales date and a sales amount; a customer information database in which customer information and a closing date are written; A billing master to be written, and while writing predetermined data of the sales master to the billing master, a sales date and a billing flag of the sales master,
Writing means for writing a closing date in the billing master based on the closing date of the customer information database; and bill issuing means for issuing a bill based on each data of the billing master and the closing date. A bill issuing device characterized by the above-mentioned. 4. The writing means, when writing predetermined data of the sales master to the billing master, determines whether a bill is issued this time or next time based on the sales date and the billing flag. 4. The bill issuing device according to claim 3, wherein the determination is made and only the current time is written to the billing master. 5. A computer-readable recording medium storing a program for generating a sales master upon sales, generating a billing master from the sales master and the customer information database, and issuing a bill based on the billing master. At the time of sales, write the sales date, sales amount, and billing flag indicating whether the bill is the current or next time entered in the sales master in the sales master. Write the changed closing date entered by the customer information database into the customer information database, and after writing the closing date, create a billing master from each data of the sales master, and a sales date and a billing flag of the sales master, The closing date is written in the billing master based on the closing date of the customer information database, and each data and A computer-readable recording medium that stores a program and issues a bill based on the fine closing date. 6. When a billing master is created from each data of the sales master, it is determined based on the sales date and the billing flag whether the invoice is issued this time or the next time. The computer-readable recording medium according to claim 5, wherein the billing master is created.