JP2002032547A - Method and device for managing settlement and storage medium - Google Patents

Abstract

PROBLEM TO BE SOLVED: To eliminate an error in a payment business when an order accepting matter is trusted to a contracted company and to improve reliability on the payment business and to make it efficient in an original contract company. SOLUTION: A device is provided with a service managing server 21 having a request registration managing means 51 making a system development contract company register a request to a system developing source contract company 1 through a network 4 and an order accepting situation/result storage means 52 storing a list on the matter on system development, which the system developing source contract company 1 accepts orders, the order accepting situation on system development and a content detail after sales and a material managing server 22 having a purchased slip generation/output means 53 generating and outputting a purchased slip to the system development contract company based on registration as the purchase of a material, which is performed to the material managing server 22, when the request is matched with capitalized sales.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a settlement management method and apparatus for outsourcing an order, such as an order for developing a system, to a storage medium.

[0002]

2. Description of the Related Art Conventionally, when an order is received for a system development, the system development contractor who has received the order for the system development often outsources the ordered system development to a system development contractor under its umbrella. FIG. 5 is a block diagram showing a configuration of an order receiving side when an order is received for such a system development.
The system is composed of a system development contractor 101 and a system development contractor 113 subordinate to the system development contractor 101. The system development contractor 101 decides an external system development contractor 113 to outsource the ordered system development, and has a business to coordinate with the system development contractor and the system development contractor 113. A part 111 and a material part 112 serving as a window for billing and paying for the costs associated with the system development exist.

Next, the operation will be described. When a customer requests the system development contractor 101 for system development, first, a sales representative of the system development contractor 101, the customer, and the system development contractor 113 entrusted with the system development, After confirming the specifications of the system to be developed, the system development contractor 113 creates an estimate for the system development commissioned by the system development contractor 101. The estimate is sent by mail or facsimile from the system development contractor 113 to the system development contractor 101, or handed over by a sales representative. Sales Department 11
1 to the customer. After reviewing the quote, the customer places an order for the system development with the system development contractor 101. The system development contractor 101 outsources the ordered system development to the system development contractor 113. The system development contractor 113 completes the commissioned system development,
After the customer's acceptance of the developed system,
The system development contractor 113 requests the system development contractor 101 for the amount of the quote accompanying the system development. In this case, the request is made in the form of a document via the material department 112 of the system development contractor 101. Then, a payment for the bill is made from the accounting department of the system development contractor 101 to the system development contractor 113 via the material part 112.

[0004]

Since the conventional ordering for system development and the like and the settlement management associated therewith are performed through the above-described processes, the payment for the bill from the system development contractor 113 is made by the sales department 111. However, there is a problem that it takes time to determine the amount of payment, etc., and that an incorrect amount may be paid.

Accordingly, an object of the present invention is to eliminate an error that may occur in a payment operation when an original order contract company outsources an order project such as system development to a subcontractor, and to outsource the order project. It is an object of the present invention to provide a settlement management method and apparatus and a storage medium that can improve the reliability and efficiency of a payment operation.

[0006]

According to the settlement management method of the present invention, an order received by a prime contractor is registered in a received order list, and an order slip is output based on the registration. From the contracted company that has been entrusted with the project, the search for the ordered project list on the network is possible, and when the commissioned project completed by the subcontracted company is accepted, sales for the ordered project are completed. On the other hand, for the case completed by the consigned subcontracting company entrusted with the case, a request for the applicable case in the received order list performed by the consigned subcontracting company is registered, and the registration of the request is performed. If the request and the booked sales match, the registration is made as a purchase of the materials, and the contract is made based on the registered contents. The Create a purchase slip for the payment to Outsourcing company, which was carried out, and carrying out the payment with respect to the Outsourcing company on the basis of the purchase slip.

[0007] The settlement management system according to the present invention registers an order received by the prime contractor in a list of accepted orders and outputs an order slip based on this registration, while receiving the order from the prime contractor. It is possible to search the list of orders received on the network by the subcontractor, and when the completed contract is accepted by the subcontractor, the sales of the received order are recorded while the project is subcontracted. And a sales management server that registers the claims made by the outsourcing company for the projects completed by the outsourcing company, and the claims and the booked sales of the cases in which the invoices are registered match. Based on the registration as a purchase of the material made by that, to create a purchase slip for payment to the consignment company that made the request, Serial, characterized in that the purchase slip and a material for the management server to allow payment for the Outsourcing company to the original.

[0008] The storage medium according to the present invention includes a step of registering a case ordered by a prime contractor in an order case list,
Outputting a sales order slip based on the registration, recording the sales after acceptance of the case entrusted from the prime contractor to a subcontractor, and receiving the order received by the subcontractor. A step of registering a bill for a corresponding case in the case list; a step of registering the matter for which the claim has been registered as a purchase of material when the bill matches the accounted sales; and And a step of creating a purchase slip for payment to the consignment contracting company that has made the request for the matter based on the contents.

According to the settlement management method of the present invention, when acceptance of a case entrusted by a main contracting company completed by the subcontracting company is completed, the main contracting company records sales for the case and consigns the case. Registered a claim for the applicable case in the list of orders received by the outsourcing company for the case completed by the outsourcing company, When the recorded sales coincide, the registration is performed as the purchase of the material, and a purchase slip for payment to the consignment contracting company that made a request for the case is created based on the registered contents, and the purchase slip is generated based on the purchase slip. By paying to the outsourced subcontractor, the settlement process for the project entrusted to the outsourced subcontractor and the settlement process for the order and purchase of materials Can be handled, and payment is made from the prime contractor to the subcontractor as ordering and purchasing of materials. Error was eliminated, high reliability can be realized when outsourcing the project ordered by the prime contractor, and the ordering of the ordered project to the outside can be managed in the same way as material ordering,
As in the case of ordering materials, the efficiency of the registration process can be improved.

[0010] The settlement management system of the present invention records the sales of the order received by the sales management server after the completion of the acceptance of the completed project by the outsourcing company, The request made by the outsourcing company for the completed project is registered. In the material management server, for the matter for which the claim has been registered, the request was made based on the registration as a purchase of the material performed by matching the request with the sales recorded. A purchase slip for payment to a contractor is created, and payment to the contractor is enabled based on the purchase slip. For this reason, it is possible to treat the settlement process for the project entrusted and ordered to the subcontractor as the settlement process for material ordering and purchase, and payment from the main contractor to the subcontractor as material ordering and purchase. Since it is performed, errors that may have occurred in the payment business when the case ordered by the prime contractor are outsourced are eliminated, and in the material management server, the case in which the claim is registered is ,
When the bill and the booked sales match, registration is performed as purchase of the material, so that high reliability can be realized when outsourcing the matter ordered by the prime contractor, and registration in the material management server. Efficiency of processing can be realized.

[0011] The storage medium of the present invention includes a step of registering an order received by a prime contractor in a received order list, a step of outputting an order slip based on the registration, and a step of sending from the prime contractor to a consignment contractor. Regarding the entrusted matter,
Recording the sales after the acceptance, registering a request for the applicable case in the list of orders received by the outsourced contracting company, and, for the case in which the Registering as a purchase of material when the accounted sales match,
Creating a purchase slip for payment to the outsourced contracting company that made the request for the case based on the contents of the registration, so that the payment management program is stored in a computer-readable manner. Eliminate errors that may have occurred in the payment business when outsourcing the order received by the prime contractor to the outsourcing company, and improve the reliability when outsourcing the order received by the prime contractor. It is also suitable for computerizing a payment management process that manages the ordering of the received order to the outside in the same way as the ordering of the material and realizes the efficiency of the registration process in the same manner as the ordering of the material.

[0012]

Next, one embodiment of the present invention will be described. FIG. 1 is a block diagram illustrating a configuration of a payment management system to which the payment management method according to the present embodiment is applied. In the following description, an example will be described in which the system development contractor outsources the system development requested by the user (customer) to a system development contractor affiliated with or affiliated with the system development contractor. The settlement management system includes a system development contractor (primary contractor) 1 and system development contractors (consignment contractor) 2, 3, and the system development contractor 1 and the system development contractor 2, 3. And a network 4 for connecting. The system development contractor 1 includes a billing / payment management system 13, a sales department 11 of the system development contractor 1 that receives an order for system development, and an accounting department that performs payment to a system development contractor that outsources system development. 12 and the like. Further, the billing / payment management system 13 includes a business management server 21 and a material management server 22. Sales management server 2
Reference numeral 1 denotes a computerized business operation such as creation of an order slip for system development received from a user and output of the created order slip to the sales department 11. Result storage means 5
2 is provided. The material management server 22 is a computerized material management task such as creating a purchase slip for an order including a system development received and outputting the purchase slip to the accounting unit 12. It has.

The bill registration management means 51 of the business management server 21 makes a request to the system development contractor 1 on the display screen shown in FIG. 3 for registering a bill from the system development contractor. Is registered via the network 4.

The display screen shown in FIG. 3 is displayed on the homepage of the system development contractor 1 and can be checked by the system development contractors 2 and 3 entrusted with the system development. The companies 2 and 3 can register the request to the system development contractor 1 by using the display button in the selection field 61 on the display screen shown in FIG.

The order status of the business management server 21
The results storage means 52 includes data such as an order number, a project name, a department in charge, and the like of the order for the ordered system development, which is the content of the display screen shown in FIG. 3, the presence or absence of registration of the bill by the system development contractor, And FIG.
The system development contractor outsourced system development for each user as shown in the table below, the date of acceptance when the user has completed acceptance of the outsourced system development, the order status such as net sales for the system development, and after sales Is a database that stores the details of the contents.

Further, the purchase slip creation / output means 53 of the material management server 22 sends a request to the material management server 22 for the project requested by the system development contractor when the request and the booked sales match. Based on the registration as the purchase of the material to be performed, a purchase slip for payment to the system development contractor who has made a request for the registered project is created and output to the accounting unit 12.

The material management server 22 can refer to the data stored in the order status / results storage means 52 of the business management server 21 and displays the data on the display screen shown in FIG. , 3 and the data on the order acceptance status and the date of acceptance by the user in the details of the sales after sales shown in FIG. 4, the system development contractors 2, 3 outsourced to the system development. A purchase slip for making payment is automatically created and output to the accounting unit 12.

As for the order receiving status and the details after sales shown in FIG. 4, each of the system development contractors 2 and 3 can search and confirm only the details of the matter entrusted to the company.

The system development contractors 2 and 3 have terminals 31 and 41, respectively. The billing / payment management system 13 of the system development contractor 1 and the system development contractors 2 and 3 are provided.
The terminals 31 and 41 are connected by a network 4 such as the Internet.

Next, the operation will be described. FIG. 2 is a flowchart showing the operation of the settlement management system according to the present embodiment. Hereinafter, the operation will be described according to this flowchart. First, when a system development request is received from a user in the system development contractor 1 (step S1), the sales department 11 of the system development contractor 1 sends the system development contractor to the system development contractor to outsource the system development. An estimate is submitted (step S2). The submission of the estimate is sent by mail as shown by reference numeral (a) in FIG. 1 or sent by mail via the Internet.

Then, the sales department 11 of the system development contracting company 1 sends the estimate written by the system development contracting company to the user, and after reviewing the estimate, the user uses the code (b) in FIG. As shown, an order is placed for the system development from the system development contractor 1. When the sales department 11 of the system development contractor 1 receives the order for the system development (step S3), the sales department 11 outsources the ordered system development to the system development contractor as shown by the symbol (c) in FIG. 1 (step S3). S4) Further, the system development for which the order has been received is registered in the billing registration management means 51 of the business management server 21 as shown by reference numeral (d) in FIG. 1 (step S5). Also, the order status / result storage means 52
The order status, such as the order number and the project name, for the received order for the system development and the like shown in FIG. 3 is stored. By the registration, the bill registration management unit 51 outputs the order receipt to the sales department 11. The registered contents are registered with the contents shown in the search screen of FIG. 3 for the system development contracted out to the system development contractor, and the system development contractor can access the search screen and outsource the system. As for the system development, the system development contractor can search on the Internet as shown by the symbol (e) in FIG. 1 (step S6).

In order to place a consignment order for the system development contracted by the system development subcontractor 1 to the system development subcontractor, as shown by a symbol (c) in FIG. The mail is transmitted from the unit 11 to the system development contractor via the Internet.

In this case, the system development contracting company that has received the order form starts the development work for the commissioned system development (step S7).

When the development of the outsourced system is completed by the system development contracting company, the symbol (f) in FIG.
As shown by, the system development contractor 1 requests the user for acceptance, and the user accepts the developed system (step S8). When acceptance of the developed system by the user is completed, the system development prime contractor 1 records sales for the ordered system development by the sales management server 21 as shown by the symbol (g) in FIG. 1 (step S9). The accounting of the sales is stored in the order status / results storage means 52 as acceptance amount data on the order status and the details of the contents after the sales shown in FIG.

On the other hand, the system development subcontractor entrusted with the system development has a system development project assigned by itself out of the system development contracted by the system development contractor 1 shown in FIG. ) Is performed (step S10). This billing registration,
The sales management server 1 displays the list screen of FIG. 3 on the home page of the system development contractor 1 on the Internet, and the system development contractor operates the display button of the selection column 61 with the terminal.

The sales management server 21 executes the processing in step S
When the system development contractor makes a request for the project in 10 and the request and the sales recorded in step S9 match, the project is registered in the material management server 22 as shown by the reference sign (i) in FIG. 1 ( Step S1
1). Purchase slip creation output means 5 of material management server 22
3 prepares a purchase slip for payment to the system development contractor who made the request, based on the registration, as shown in FIG. Output to the accounting unit 12 (step ST
12). Based on the purchase slip output by the purchase slip creation and output means 53 of the material system 22, the accounting unit 12 of the system development contractor 1 sends the material to the system development contractor as indicated by a reference numeral (nu). Management server 22
Is paid via (step S13).

Therefore, according to this embodiment, regarding the system development for which a request has been registered from the system development contractors 2 and 3, the purchase of the material is carried out when the request and the booked sales coincide. Based on the registration of
The purchase slip is output from the material management server 22 to the accounting unit 12, and payment is made via the material management server 22 to the system development contracting company entrusted with the ordered system development based on the purchase slip. When the system development contracted by the system development contractor 1 is outsourced to the system development contractors 2 and 3, errors that may occur in the payment operation are eliminated, and the system development contracted by the system development contractor 2 is eliminated. 3 has an effect of providing a settlement management method and apparatus that can realize high reliability and efficiency as in the case of material ordering and purchase payment.

In the above description, the steps of registering the order received by the system development contractor 1 in the order list shown in FIG. 3 and the step of outputting the order slip to the sales department 11 based on this registration. Enabling the system development subcontractor entrusted with the project from the system development subcontractor 1 to search the list of the received orders on the network; and completing the consignment completed by the system development subcontractor. When the user accepts the completed project, sales are recorded for the received order, and the completed project is completed by the system development contractor outsourced to the project. Register the bill for the applicable matter based on the operation of the display button in the selection column 61 performed by the system development contractor Registering the case in which the claim has been registered, and registering the matter as a purchase of the material when the request matches the accounted sales; and performing the billing for the case based on the registered contents. A payment management program including a step of creating a purchase slip for payment to the consignment contractor and outputting the purchase slip to the accounting unit 12 is stored in a computer-readable storage medium, and the payment management program shown in FIG.・ Payment work in the case where the order received by the system development contractor 1 is outsourced to the system development contractor by loading and executing the load on the storage device of the sales management server 21 and the material management server 22 of the payment management system. In the case where the error that occurred in the above is eliminated and the case ordered by the system development contractor 1 is outsourced, Dependability is improved,
In addition, it is possible to manage the order to the outside of the received order in the same way as the order of the material, and to improve the efficiency of the registration process as in the order of the material. The storage medium is a floppy disk, a magneto-optical disk, a CD-ROM, a ROM, an RA,
M and other storage media.

[0029]

As described above, according to the present invention, an error which may occur in a payment operation when an order received by a primary contractor is outsourced to a subcontractor is eliminated. For the case where the billing was registered from the above, the billing and the recorded sales are registered as the purchase of materials because they match, so the ordering of the materials for the outsourcing to the contracting company for the projects such as system development, Can be processed in the same way as a purchase payment,
Ordering materials for external orders for projects such as system development,
As in the case of the purchase payment, the registration process can be automated, and the payment operation can be made more efficient.

[Brief description of the drawings]

FIG. 1 is a block diagram illustrating a configuration of a payment management system to which a payment management method according to an embodiment of the present invention is applied.

FIG. 2 is a flowchart illustrating an operation of a payment management system to which a payment management method according to an embodiment of the present invention is applied.

FIG. 3 is an explanatory diagram showing a search screen as registration contents in a billing registration management unit of a sales management server of a payment management system to which a payment management method according to an embodiment of the present invention is applied.

FIG. 4 is an explanatory diagram showing details of contents stored in an order status / results storage means of a material management server of the payment management system to which the payment management method according to the embodiment of the present invention is applied.

FIG. 5 is a block diagram showing a configuration of an order receiving side when a conventional system development order is received.

[Explanation of symbols]

1. System development contractor (primary contractor), 2, 3 ...
System development contracting company (contracting contracting company), 4 ... Network, 21 ... Sales management server, 22 ... Material management server, 51 ... Invoice registration management means, 52 ... Order status / results storage means, 53 … Purchase slip creation output means.

Claims (7)

[Claims] Claims: 1. An order received by a prime contractor is registered in a list of accepted orders, and an order slip is output based on the registration, while a contracted contractor entrusted with the matter from the prime contractor is on a network. Search on the list of orders received by the contractor, and after the acceptance of the commissioned project completed by the contractor, the sales of the ordered project are recorded, while the contractor contracted for the project. For the case completed by the company, register a request for the applicable case in the list of orders received by the outsourcing company, and for the case where the registration of the request was made, If they match, the registration is made as the purchase of materials, and the payment to the subcontracting company that made the request for the case based on the registered contents And a payment management method for preparing a purchase slip for payment and paying the contracting company based on the purchase slip. 2. The settlement management method according to claim 1, wherein the received order list includes an order number, a project name of the received order, and a sales amount of each of the orders. 3. A contract received by the prime contractor is registered in a list of received orders, and an order receipt is output based on the registration. The search for the list of orders received in the above is enabled, and when the completed projects are accepted by the outsourcing company, the sales of the received orders are recorded while the outsourcing company outsourced to the projects completes. A sales management server for registering a claim made by the outsourcing company for the case, and for the matter for which the claim has been registered, Based on the registration as a purchase, a purchase slip is prepared for payment to the consigned contracting company that has made the request, and the consignment contract is created based on the purchase slip. Settlement management system that includes a material for the management server to enable the payment to the company. 4. The sales management server further comprises a claim registration management means for registering a request from the subcontractor to the main contractor on the homepage of the subcontractor to the subcontractor via a network. The settlement management system according to claim 3, wherein 5. The sales management server is entrusted with data such as an order number, a project name, a department in charge, and the like, whether or not the billing is registered by a contracting company, and a system development for each user for which an order has been received. The commissioned contractor, the date of acceptance when the acceptance of the commissioned matter by the user has been completed, the order status / results storage means for storing the order status such as sales for the case and the details of the contents after the sale. 4. The device according to claim 3, wherein
Or the settlement management system according to claim 4. 6. The server for material management, based on the registration made as a purchase of the material due to the fact that the request and the booked sales coincide with each other with respect to the case requested by the consigned contracting company, 6. The settlement management system according to claim 5, further comprising purchase slip creation and output means for creating and outputting a purchase slip for payment to the commissioned contracting company. 7. A step of registering an order received by the prime contractor in a list of received orders, a step of outputting an order slip based on the registration, and the step entrusted by the prime contractor to a contractor. About the step of accounting for the sales after the acceptance, and the step of registering a claim for the applicable case in the list of orders received by the outsourcing company, and Registering the bill as the purchase of the material when the bill matches the accounted sales; and creating a purchase slip for payment to the consigned contracting company that made the bill for the case based on the contents of the registration. And a storage medium storing a payment management program for causing a computer to execute the steps.