JP2003345969A - Supporting system and method for business operation - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a system in which inquiry information (unconfirmed elements) can be determined by providing warning information including order information of parts required for production (condition of ingredient costs generated) and condition of processing costs generated, which are obtained from the inquiry information (unconfirmed elements), to a sales division. <P>SOLUTION: In an order/inquiry system 1 which receives inquiry information and order information from a sales division, and a production plan simulation system 10, a high-speed MRP calculation processing part 11 conducts simulation using the inquiry information to calculate an order date of parts required for production of products (ingredient costs generation information) and processing costs generation information required for production, and issues warning information to a sales division. In addition, a problem checking part 12 and a problem solving part 15 are provided to control the production plan. <P>COPYRIGHT: (C)2004,JPO

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a method and system for supporting a sales activity of production of a product having a long production lead time with respect to a customer requested delivery date. The present invention relates to a sales support system and a support method suitable for performing a fixed business and a production business in parallel.

[0002]

2. Description of the Related Art Conventionally, as a system of this type, there is, for example, a method of calculating a scheduled shipment amount (hereinafter, referred to as an A method) described in Japanese Patent Laid-Open No. 2000-123096. This is to calculate the planned shipment quantity for the production planning and inventory planning transmitted from the sales department to the supply department, and as the planned shipment quantity reflecting the unconfirmed order information on which sales activities are in progress,
Based on the order quantity and order accuracy of the order information accumulation file including the unconfirmed order, the product of the order rate and the order quantity of the order, where the unconfirmed order obtained by analyzing the actual orders by calculating the order rate is confirmed order The estimated shipment volume is calculated.

[0003] For example, a part order deadline automatic management system (hereinafter referred to as "B") disclosed in Japanese Patent Application Laid-Open No. H11-85860.
In this method, information necessary for ordering is not available even though the part order deadline calculated by the deadline management unit is imminent (part drawing numbers are defined). If it is determined that there is no alarm, an alarm is generated and transmitted to the terminal of the person (designer or the like) related to the corresponding component.

[0004] For example, in the method for managing the proper stock of commodities described in Japanese Patent Application Laid-Open No. 9-114898 (hereinafter referred to as the C method), data from scheduled arrival information, scheduled shipment information, commodity movement information, and inventory information are used. Updates the receipt / shipment information that stores the number of shipments, shipments, and logical stocks for multiple days based on the
To prevent stockouts, it is urging them to place an order recommendation for items below the minimum inventory. Further, for example, Japanese Patent Application Laid-Open No. 7-1758
In the production planning system described in Japanese Patent No. 57 (hereinafter, referred to as D method), common parts are pre-arranged at the inquiry stage, and after the order is confirmed, the optional parts arrangement plan is synchronized with the common parts arrangement to reduce the lead time. Shortened.

[0005]

However, in the above-mentioned prior art, it is possible to reflect the product inquiry information in the production plan. There has been a problem that it is not considered that only the order-undetermined portion is efficiently determined by accepting the order-configuration undetermined information.

[0006] This will be described in more detail. (1) Sales representatives handle a wide variety of products. Also, due to the diversification of consumer needs and an increase in the number of product lines, orders for the basic configuration corresponding to the basic functions of the product have been finalized, but orders for the auxiliary configuration corresponding to the auxiliary functions of the product have not been finalized. There is. In the first case, if the associated configuration is undetermined, the undetermined part is not entered in the order information, so only the basic configuration part is made to order, and if an additional order request for additional functions occurs at a later date, There was a problem that it was not possible to respond to specification changes. As a second case, a case can be assumed in which the attendant function is undecided, but the basic constituent part and the undecided accompanying function are definitely entered in the order information. At a later stage when it was determined that the function was unnecessary, there was a problem that it was not possible to respond to order cancellation. As a conventional example corresponding to this, there are the above-mentioned A and E systems.

(2) In the conventional order receiving system, since only the confirmed order portion is input, it is possible to check the validity of only the confirmed order portion. However, diversification of customer needs often results in changes in orders. After ordering only the confirmed order part one month ago, if an additional function was ordered in the current month, a trouble occurred due to an abnormal check of the validity of the additional function. As a conventional example corresponding to this, there is the B and C method.

[0008] (3) Since the undetermined portion is the order undetermined information, a deviation from the order information occurs. Eliminating this deviation is extremely important in production planning. If the undecided information is not obtained earlier than the time of ordering the parts, the value as the undecided information is halved. Therefore, it is extremely important to collect uncertain information with higher accuracy and earlier. However, in the conventional system, it is not possible to clarify only the undetermined portion and efficiently determine the undetermined portion. For example, even if it is known in advance that there is an undetermined portion, it has not been input to the order receiving system, so that it is not possible to efficiently execute the task of determining the undetermined portion. As a conventional example corresponding to this, there are A and E systems.

As a first case of the above method, when the associated configuration is undetermined, since the undetermined portion is not input to the order information, only the basic component is made to order, and at a later date, an additional order request for the additional function is issued. However, there is a problem that it is not possible to cope with a change in the specification when the problem occurs. As a second case, a case can be assumed in which the attendant function is undecided, but the basic constituent part and the undecided accompanying function are definitely entered in the order information. At a later date, when it is determined that the function is unnecessary, an order cancellation request is issued. However, parts are ordered when the lead time for parts procurement is reached, and production starts when the lead time for production is reached. I do.

[0010] An object of the present invention is to solve the above-mentioned problems, input order information (confirmed part) and inquiry information (unconfirmed part), manage the deadline for confirming the order, and manage the product production line. An object of the present invention is to provide a sales support system and a support method by which even a salesperson who is not familiar can easily know the schedule and cost and can support sales and production activities. Another object of the present invention is to provide a sales support system and a support method capable of supporting sales and production activities by transmitting a notification message with respect to inquiries information in accordance with parts order timing, assembly start timing, and the like. To provide.

[0011] To summarize the problems, the following (1) to (4)
Can be divided into (1) Supporting sales activities by receiving the order composition information, the order confirmation information, and the order undetermined information, thereby clearly indicating the order undetermined portion. (2) By accepting order configuration information, order confirmation information, and order non-confirmation information, the validity check of the order confirmation information and the order non-confirmation information is performed in advance to avoid troubles with customers and support sales activities. To do. (3) To provide a system that allows a business to recognize the timing of ordering parts from an undetermined order. (4) To provide a system that enables a business to recognize the production start timing from an undetermined order.

[0012]

The present invention comprises a receiving device (1) for receiving information on a product from a terminal (19 in FIG. 1) and a simulation unit (10) for calculating a production plan of the product. In the sales support system, a reception unit (2) for receiving order configuration information, order confirmation information, and order unconfirmed information, and a message for transmitting a message to the terminal (19). A transmission / reception unit (3, 4) is provided. The receiving unit (2) transmits order confirmation information and order undetermined information acquired from the terminal (19) of each sales representative (20) to the simulation unit (10). Simulation unit (10)
Then, the necessary information is obtained from each department in charge (21), and the simulation on the product planning is performed using the order configuration information, the order confirmed information, and the order undecided information acquired from the receiving device (1). Execute

The simulation result is transmitted to the message transmitting / receiving sections (3, 4) of the receiving device (1), and the message transmitting / receiving section (3, 4) receives the simulation result extracted from the simulation section (10). From the terminal (19, 21), and extracts information on the extracted item from the terminal (1, 1).
9, 21). With such a configuration, each salesperson can know the timing of the ordering of parts and the start of production when the latest order confirmation information and the order undetermined information are reflected.

[0014]

Embodiments of the present invention will be described below in detail with reference to the drawings. (Overall Configuration) FIG. 1 is an overall block diagram of a sales support system according to one embodiment of the present invention. The order receiving / inquiry receiving device 1 mainly provides and collects information with a terminal 19 carried by a sales staff outside the company. The order receiving unit 2 receives order configuration information, order confirmed information, and order undetermined information from the sales department 20,
It outputs order configuration information, order confirmation information, and order undetermination information to the production plan simulation system 10.
The message unit 3 receives the simulation result information of the configuration determination processing unit 18, analyzes the simulation result information, and provides support information to the sales unit 20. The message unit 4 receives the simulation result information of the high-speed MRP calculation result processing 11, analyzes the simulation result information, and provides support information to the sales department 20. Note that the order configuration information is information that configures the equipment and parts for which an order has been received, the order confirmation information is the order configuration information that has been confirmed, and the order undetermined information refers to the order that has not yet been determined. Configuration information.

The core system 5 includes a design master registration unit 6, a material master registration unit 7, a production master registration unit 8, and a production plan adjustment unit 9. The backbone system 5 is accessed mainly from terminal devices 21 provided in various sections 22 to 25 in the company, and receives registration of various information. Further, the received registration is supplied to the production planning simulation system 10. The design master registration 6 receives from the design unit 22 design information including parts and instructions necessary for production. Further, it outputs design information to the production planning simulation system 10.

The material master registration unit 7 sends a
Receive material information about parts required for production. The material information includes, for example, the name of the trading company, the lead time for ordering parts, and the order price. The production master registration unit 8 outputs material information to the production planning simulation system 10. The manufacturing master registration unit 8 receives, from the manufacturing unit 24, manufacturing information on an instruction necessary for production. The manufacturing information is, for example, a processing department name and a processing operation time. Further, the production master registration unit 8 outputs production information to the production plan simulation system 10. The production plan adjustment unit 9 sends the high-speed simulation system 10
Receives problem information based on simulation results. Next, problem information is output to the production planning unit 25. Further, it receives correction plan information of a problem countermeasure version from the production planning unit 25. Further, the correction plan information is output to the production plan simulation system 10.

Production planning simulation system 10
Is a configuration determination processing unit 18, a high-speed MRP calculation processing unit 11,
It comprises a problem checking unit 12 and a problem solving countermeasure unit 15. The configuration determination processing unit 11 determines the consistency between the order configuration information, the order confirmation information, and the order undetermined information from the order receiving unit 2, and outputs abnormality information to the message unit 3 when there is an abnormality in the consistency. If there is no consistency error, the order configuration information, the order confirmation information, and the order undetermination information are sent to the high-speed MRP.
(Manufacture ResonancePla
output to the calculation processing unit 11.

The high-speed MRP calculation processing unit 11 receives order configuration information, order determination information and order determination information from the configuration determination processing unit 18, design information from the design master registration unit 6, and design information from the material master registration unit 7. Material information and production master registration part 8
The production plan simulation is performed according to the flow described later, based on the manufacturing master information from the server. Further, the simulation result is transmitted to the message unit 4 and the problem check unit 12.
Output to When the correction plan information is received from the problem solving countermeasure unit 15, the simulation is further performed by adding the correction plan information, and the simulation result is output to the message unit 4 and the problem check unit 12. Here, the problem refers to a case where there is an inconsistency in the simulation result or a case where there is an error in the numerical value.
The problem check unit 12 is a part for checking whether or not there is really any problem with them.

The problem checking unit 12 includes a parts inventory status unit 13 and a production load status unit 14. The parts inventory status unit 13 receives simulation result information from the high-speed MRP calculation processing 11. Further, it extracts a problem related to parts procurement and outputs problem information to the production plan adjustment unit 9. The production load status unit 14 includes the high-speed MRP calculation processing unit 11
And outputs simulation result information to the production plan adjustment unit 9. The problem solving countermeasure unit 15 includes a parts procurement adjustment unit 16.
And a production load adjusting unit 17. The parts procurement adjustment unit 16 receives correction plan information from the production plan adjustment unit 9.

Thereafter, a problem concerning parts procurement is extracted, and correction plan information is output to the high-speed MRP calculation processing unit 11. Further, the production load adjustment unit 17 receives the modification plan information from the production plan adjustment unit 9 and outputs the modification plan information related to the production load to the high-speed MRP calculation processing unit 11. With the above configuration, an optimal production plan is drafted from inquiry information, order information, design information, material information, and manufacturing information. When a problem in parts procurement or manufacturing load is extracted, the simulation is performed again based on the production plan correction information of the production planning unit 25, and a production plan that does not hinder production is drafted.

(Production Planning Simulation) FIG. 2 is an operation flowchart of the production planning simulation in FIG. Step 201 in FIG. 2 takes in order and inquiry information. In step 202, design information is fetched. In step 203, material information is fetched. In step 204, manufacturing information is taken. In step 205, the structure of the order and inquiry information is checked. That is, the validity of the configuration is checked. If there is an error message in step 206, steps 201 to 205 are repeated until the problem is solved. When the problem is solved (the configuration check is OK), step 207 performs a high-speed MRP calculation process based on the fetched information. If a problem in parts procurement is extracted based on the simulation result of the high-speed MRP, in step 208, parts procurement adjustment is performed.

If a problem on the manufacturing load is extracted from the simulation result of the high-speed MRP,
At step 09, the production load is adjusted. 207 above
Step 209 is repeatedly performed until the problem is solved. After problem is solved (problem check OK), 210
In a step, material cost information is extracted. In step 211, processing cost information is extracted. Through the above series of operations, a production plan that can be produced is drafted, and material cost information and processing cost information are extracted from the confirmed order information and the undetermined order information.

(Operation of Order Inquiry Receiving Unit) FIG. 3 is an operation flowchart of the order inquiry receiving unit in FIG.
Step 301 in FIG. 3 is a log-in process of the salesperson. In the log-in process, the salesperson sends the user ID
And password, and if the password is correct, permit the use of the system. When a change in the order / inquiry case occurs due to the business activity, in step 302, each process of registration, deletion, or change of the case is performed. 30
In the three steps, the change information in the 302 step is transferred to the production planning simulation system 10.

On the other hand, if a new order is generated due to the sales activity, that is, if an order / inquiry is added, registration processing of the new order is performed in step 304. In step 305, the registered matter in step 304 is transferred to the production planning simulation system 10. In step 306, a configuration check process is performed for the order configuration information, order determination information, and order determination information. If there is an error message in step 307, steps 302 to 306 are repeated until the configuration check becomes appropriate. When the configuration check is OK, the process proceeds to step 308, where the order configuration information, order determination information, and order determination information are transferred to the high-speed MRP.

In step 309, the end of the simulation result from the high-speed MRP calculation processing unit 11 is waited.
In step 310, the simulation result from the high-speed MRP calculation processing unit 11 is received. In step 311, the case of the login user is extracted from the simulation result. Next, the warning process will be described. If there is no inquiry (undecided) matter, the process ends. Also, the warning processes 1 to 5 in steps 312 to 315
The warning process is performed for each inquiry case, and the process is repeated until all the inquiry cases are completely checked.

A method for checking an inquiry (configuration not yet determined) matter will be described below. If all parts have not been ordered for the inquiry, a warning 1 of step 312 warns the scheduled date of ordering the first part. If there are some parts that have not been ordered, a warning 2 in step 313 warns the total order amount of the ordered parts and the planned order amount in the future. If all the parts have been ordered and before the start of production, a warning 3 at step 314 warns the total ordered amount and the scheduled production start date. In addition, in the case of after the production input and before the scheduled delivery date, in the warning 4 in step 315,
It warns the total amount of the ordered amount, the processed cost amount that has been incurred, and the expected amount of the processing cost in the future. If the scheduled delivery date has passed, a total of the ordered amount and the processing cost are displayed at warning 5 in step 316.

After the completion of the first case check processing, it is determined whether or not the next inquiry information is present.
The processes from 12 to 316 are repeated. When there are no more cases, the limit is checked to see if the limit has been exceeded. The credit amount allocated in advance for each sales representative, the ordered amount generated from the inquiry, and the total amount of the processing cost are compared. Display a warning that the limit has been exceeded. According to the above operation flow chart, based on the inquiry case information input by the sales, the occurrence of material costs and the occurrence of processing costs are calculated, and the responsible sales person is warned.
Promote early switching of inquiries (unconfirmed structure) to finalization. In addition, a credit limit is set according to the degree of credit for each business to prevent deterioration in management due to inquiry information from untrusted businesses.

(Order Inquiry Management Table) FIG. 4 is a diagram showing an example of the configuration of an order / inquiry case management table stored in the order / inquiry receiving apparatus of FIG. The order receiving / inquiry receiving device 1 has a storage unit (not shown), and order information and inquiry information are stored in this storage unit. These pieces of information are managed in one record for each matter in a table specification format.

Next, the items in the table of FIG. 4 will be described. The order number (including undecided) is the main key. Automatic numbering is performed when the sales department accesses the inquiry information / order information device 1 and inputs order configuration information / inquiry information / order information. The delivery date stores delivery date information of an order (planned) product. The person in charge stores the user ID of the sales department person in charge of the order / inquiry case. The customer manager stores the name of the customer manager of the order / inquiry case. The company name stores the company name of the demand (planned) destination of the order / inquiry case.

(Management Table for Order Inquiry Case) FIG.
FIG. 2 is a diagram showing an example of a unit management table configuration of an order / inquiry case stored in the order / inquiry reception receiving device of FIG. 1. For example, when ten types of units are registered for one case number, ten unit management tables for order / inquiry cases are registered. Next, the items shown in FIG. 5 will be described. The configuration number is a main key. The order number corresponding to the order number in FIG. 4 is assigned. The model stores model information of a product to be received (planned). The number of members stores information on the number of members of an order (planned) target product. The group number sets the same unique code when grouping a plurality of units into one product.

For example, there is a unit management table corresponding to 10 units for one configuration number,
Product 1 is unit management table 1-3, product 2 is 4-
7. When the product 3 is produced in the configuration of 8 to 10, the collective numbers are uniquely set as 10, 11, and 12, respectively. The confirmation flag indicates whether the order has been confirmed or not confirmed. When the sales person inputs inquiry information, an unconfirmed flag is stored, and when the sales order information is input, an order confirmation flag is stored. When the inquiry information is changed to the order information by the order receiving activity, the undetermined flag is changed to the determined flag.

(Material Cost Management Table) FIG. 6 is a diagram of a material cost management table specification according to the present invention. FIG.
The material cost information extraction process (step 210) outputs one record for each material according to this table specification. This table is output to the message transmitting / receiving unit 4 of the order receiving / inquiry accepting apparatus 1 together with the processing cost management table shown in FIG.

Next, the items in FIG. 6 will be described. The material number is a main key. The component numbers corresponding to the component numbers in FIG. 5 are assigned. The order status stores an unordered or ordered status of a part. The part number stores a number for specifying a purchased part for production. The number of members stores the order (planned) number of production parts. The order (scheduled) date stores order (scheduled) date information of production parts. The part unit price stores an order unit price of a production part. Based on the records, the occurrence (planned) state of the material cost is managed for each order item and each business operator.

(Processing Cost Management Table) FIG. 7 is a diagram of a processing cost management table specification according to the present invention. FIG.
The processing cost information extraction process (step 211) outputs one record for each instruction according to this table specification. next,
Items will be described. The processing number is a main key. The configuration numbers are the same as the configuration numbers in FIG. The processing state stores a state of not being input or already input for each instruction. The instruction number stores a number for specifying a processing operation for production. The number of members stores the number (planned) of instructions to be input. The input (scheduled) date stores the input (scheduled) date information of the instruction. The processing cost unit price stores the processing cost unit price of an instruction for a production part. Based on the record, the generation (planned) state of the processing cost is managed for each order received and each sales representative.

(Sales Person Management Table) FIG. 8 is a diagram of a sales person management table specification in the present invention. This management table is stored in the storage unit of the order receiving / inquiry accepting device 1, and the login process (step 301) in FIG. 3 is performed using this table. The salesperson using the order inquiry receiving device 1 makes a system use application to the system administrator in advance. The system administrator registers the salesperson management table in accordance with the contents described in the system use application form.

Next, the items will be described. User ID
Stores user identification information used when logging in to the order inquiry receiving unit 1. The password stores password information used when logging in to the order inquiry receiving unit 1. The affiliation stores the name of the business office to which the salesperson belongs. Although not described here, the limit may be added to the item. The limit stores the credit limit of the sales representative. The record manages various personal information of the user of the order inquiry reception 1.

(Example of Order Case) FIG. 9 is a diagram showing an example of order case information in the present invention. The sales rep
When order information is input using the order / inquiry device 1, the order number 1234 is automatically assigned. Order number 123
Reference numeral 4 denotes one cash depositing / dispensing apparatus main body and 512 MB of memory.
A cash dispensing and dispensing device (ATM) consisting of one unit, 128 MB of memory and one coin handling mechanism, one cash dispensing device main body, one 512 MB memory, one coin handling mechanism, and one passbook issuing mechanism Cash dispensing device (CD). The configuration check processing unit first performs a configuration validity check on the configuration 01. Note that the configuration refers to all the ordered devices and their accessories, and the validity means that there is no contradiction or error in the overall configuration by common sense.

The cash dispensing and dispensing apparatus (ATM) can mount a memory up to a maximum of 512 MB.
The undetermined information of B is determined to be a configuration error. Further, since up to one coin handling mechanism can be mounted, the validity check of the coin handling mechanism (undecided) is determined to be normal. Next, the configuration check processing unit performs a validity check on the configuration 02. The cash dispensing apparatus (CD) prepares a passbook issuing mechanism as an optional configuration, and thus determines that the configuration check is OK. By transmitting the above determination result to the message section 3 in FIG. 1, a validity check error is output, thereby preventing trouble.

(Message Output Time Chart) FIG.
6 is a message output time chart of warning 1 to warning 6 in FIG. To make it easier to understand, a case of one configuration is assumed. First, a description will be given of a situation where material costs and processing costs are generated from inquiry information and a timing at which a warning message is output to a salesperson. The sales representative is on February 1st, with a model ATM, one member, and a scheduled delivery date of 5
On the 20th of the month, input inquiry information. The model ATM is
Parts 1 to n are composed of N materials. Also. The model ATM is machined from N instructions from instructions 1 to n.

Production planning simulation system 10
Performs simulation (simulation experiment) by further adding this inquiry information, and calculates the order timing for each part and the insertion timing for each instruction. Basically, after the production start timing is calculated based on the order information from the expected delivery date, the order processing is performed in consideration of the minimum lead time set for each part so that parts 1 to n arrive at the production start timing. I do.

In FIG. 10, in order to perform the delivery on May 20, the parts will be consolidated by April 1. Also, in order to consolidate parts on April 1, the parts 1 to N
Performs an order by moving forward by the individually set minimum order lead time. Here, since the order lead time of the part n is the longest, the order processing is performed at the earliest timing. The lead time refers to a period during which the device cannot be manufactured if it is shorter than that.

Next, the state of occurrence of material costs will be described. As for material costs, accounts payable is generated at the timing of ordering. In addition, as the schedule elapses, parts 2 and parts 1 are ordered.
At the timing of ordering part 1, all material costs are recorded as accounts payable. Next, the state of generation of the processing cost will be described. From April 1, the sub-assembly work, the total assembly work, the inspection work, and the transportation work are sequentially performed. The processing cost is performed according to the instruction, and at the time of inputting the work, the processing cost set for each instruction is included in the work-in-progress. From April 1,
It will be recorded in the work in progress account and on May 20 in the product account. Note that a work-in-progress product is a semi-finished product before it becomes a finished product, and is referred to by this name until it is shipped.

Next, the remaining amount of money will be described. The remaining amount includes material costs, processing costs, semi-finished products, products, and the like.
Until April 1, material costs will be left behind. After April 1, processing costs will be left behind in addition to material costs. Eventually, it will be booked as product inventory on May 20. In addition,
The inventory is all of the materials, semi-finished products, products, etc. remaining on the factory shelves, and the inventory amount is the total amount of material costs + semi-product costs + product costs.

Next, a description will be given of the timing of occurrence of a remaining shelf and the output of a warning message. The period from when the sales representative inputs the inquiry information on February 1 until immediately before ordering the parts is a time when no material cost is generated. Therefore, a warning message 1 is output. Further, from the first part order timing to immediately before ordering the final part, it is the order time of the material. Therefore, a warning message 2 is output. From the timing of ordering the final part, that is, the part 1, to immediately before the input of the processing operation, it is a time when no processing cost is generated. Therefore,
Output warning message 3.

From the first processing cost generation timing to immediately before the scheduled delivery date, a warning message 4 is output because the processing cost occurs. If the scheduled delivery date has passed, a warning message 5 is output. When the warning 2 to warning 5 messages are output, the credit amount preset for each business is compared with the stock amount, and if the stock amount exceeds, the warning message 6 is further output. With the above warning messages 1 to 6, the status of the in-process in the manufacturing department is reported to the sales department, and the importance of switching the inquiry information to the order information at an early timing is recognized. In the present embodiment, the warning message is switched according to parts order timing, production input timing, delivery schedule timing, and the like. Can be realized by similar means.

The warning message 5 is a situation in which the sales person does not modify the inquiry even though the scheduled delivery date has passed, and the management level is higher than the warning messages 1 to 5. This is extremely effective in improving the accuracy of inquiry information. In the present embodiment, the method of outputting the warning messages 1 to 6 for the inquiry cases for each sales person has been described. However, the calculation is performed using the affiliation of the sales person in FIG. 6 can also be output.

(Sales amount graph of salesperson) FIG. 11
FIG. 5 is a graph showing a change in the remaining amount of an inquiry by business according to the present invention. Here, a graph is set in which the stock amount developed from the inquiry information is set on the vertical axis and the date is set on the horizontal axis for each sales representative. The longer broken line graph shows the situation of Mr. Sales A. The solid line graph shows the situation of Sales B, and the short broken line graph shows the situation of Sales C. Here, it is assumed that the receivable amounts of the sales persons A to C are the same. At first glance, it can be determined that Mr. A puts a lot of stock on the manufacturing department, while Mr. C secures the order with a small load. That is, in the case of Mr. A, there are many unconfirmed orders,
While the factory has purchased most of the materials, etc., Mr. C has many confirmed orders, so the number of defective assets in the factory is close to zero. When Mr. C receives the warning, he acts with caution. Thus, Warning 1
To effectively use the warning 6 to evaluate the sales representative.

Next, in the RDB (relational type database),
A method for performing various calculations will be described. The order / inquiry case management table in FIG. 4, the order / inquiry case unit management table in FIG. 5, the material cost management table in FIG. 6, and the processing cost management table in FIG. The number works as an external key. The order receiving / inquiry case management table in FIG. 4 and the salesperson management table in FIG. 8 are linked with the user ID as an external key.

In the present invention, notification messages (warnings 1 to 6) are transmitted with respect to the inquiry information in accordance with the parts ordering timing, the assembly start timing, and the like. The content of the warning and the content of the reply to the warning are important. In particular, if you do not need to respond to a warning, the warning is ignored and
Undecided information increases, the number of employees like Mr. A in FIG. 11 increases, and the burden on the factory increases, so that the contents of the warning and the contents of the reply are considered important.

(Warning 1) The case of warning 1 will be described. RD
Using B, all the material records developed from the inquiry case of the sales representative in charge are extracted. For each inquiry, the record with the earliest scheduled order date of the extracted record is extracted.
Comparing the planned order date with the current date, if the planned order date is later, since all parts of the matter have not been ordered, the planned amount to be ordered from the record and the planned order date The date is output using warning 1. Further, comparing the planned order date with the current date, if the order date is earlier, the warning 1 is not output because the parts have been ordered. The contents of the warning 1 include the planned amount to be ordered as described above and the amount of damage to the factory when the inquiry is not made into a firm order (parts are ordered and then canceled, and parts are not ordered) In this case, the order will be confirmed later) and indicate the deadline for reply. On the other hand, the content of the reply to the warning 1 is one of three of the following: order confirmation, cancellation, and hold (reply that the order has not been confirmed but the order is considered almost OK).

(Warning 2) Next, the case of warning 2 will be described. Using the RDB, all material records developed from the inquiry case of the sales representative are extracted. For each inquiry,
Extract the record with the latest scheduled ordering date of the extracted record. Comparing the planned order date with the current date, if the planned order date is later, there are unordered parts in the matter, so the total value of ordered material costs and future orders The estimated amount is output using warning 2. Also, comparing the scheduled order date with the current date, if the order date is earlier, all parts have been ordered, and no warning 2 is output. As the contents of the warning 2, as described above, the total value of the ordered material costs and the amount of damage to the factory (same as the warning 1) in the case where the inquiry case is not converted into a confirmed order are presented, and the deadline for reply is shown. On the other hand, the reply content is also one of order confirmation, cancellation, and suspension.

(Warning 3) Next, the case of warning 3 will be described. Using the RDB, all the processing cost records developed from the inquiry case of the sales representative are extracted. For each inquiry, the record with the earliest scheduled production input date of the extracted record is extracted. Comparing the scheduled production input date with the current date, if the scheduled production input date is later, all orders have not been submitted for the project, so the planned processing cost amount ordered from the record , The scheduled input date, and the ordered material cost are output as the warning 3. Also, the planned production input date is compared with the current date. If the planned production input date is earlier, warning 3 is not output because the instruction has been input. As described above, the contents of the warning 3 indicate the planned processing cost amount to be ordered, the planned input date, the damage amount of the factory when the inquiry is not made into a confirmed order, and the deadline for reply. On the other hand, the content of the reply is one of order confirmation, cancellation, and suspension.

(Warning 4) Next, the case of warning 4 will be described. Using the RDB, all the processing cost records developed from the inquiry case of the sales representative are extracted. For each inquiry, the record with the latest scheduled production input date of the extracted record is extracted. Comparing the scheduled production input date with the current date, if the scheduled order date is later, the matter is:
Since the uninputted instruction remains, the total value of the ordered material costs, the total value of the input processed costs, and the estimated future processing cost order amount are output using the warning 4. Also, the planned production input date is compared with the current date, and if the order date is earlier, all instructions have been input and no warning 4 is output. Warning 4
As described above, the total value of ordered material costs, the total value of input processing costs, the planned amount of processing costs in the future, as well as the damage to the factory if the inquiry The amount of damages, especially when all or part of the order is placed with another company, etc., is shown, and the deadline for reply is indicated. On the other hand, the reply content is one of the order confirmation, cancellation, and suspension.

(Warning 5) Next, the case of warning 5 will be described. Using the RDB, extract all inquiries for the sales representative. Next, the current date is compared with the delivery date. If the delivery date is earlier, a warning 5 is output. The contents of the warning 5 indicate the amount of compensation for damages in the case of cancellation and indicate the deadline of the confirmed order. On the other hand,
Only the order is confirmed.

(Warning 6) Next, the case of warning 6 will be described. Using the RDB, all the material records and processing cost records developed from the inquiry case of the sales representative are extracted.
From the material record, a record whose scheduled order date has passed is extracted, and the total of the ordered processing costs is calculated. Similarly, the total of the input processing costs is calculated from the processing cost record. Compare the total of material cost and processing cost with the limit in the salesperson management table, and if the limit is exceeded, a warning 6
Is output. The contents of the warning 6 are that the limit is exceeded, the value of the limit is presented, and the deadline for reply is indicated.
On the other hand, the reply content is only reception confirmation.

(Calculation of Parts Order Timing) As described above, in this embodiment, means for calculating parts order timing is provided in an order receiving system for collecting inquiry information and order information from the sales department. The means for calculating the part order timing calculates the required parts and the production schedule based on the inquiry information and the order information from the order receiving system, and outputs the part order timing from the inquiry information. Next, the part order timing information is provided to the business. With such a configuration, it is necessary for the sales person to recognize the timing of the material cost by recognizing the timing of ordering the parts from the inquiry information, and to improve the accuracy of the inquiry information, that is, it is necessary to promptly confirm the order. Gender can be strictly aware.

(Calculation of Production Start Time) In an order receiving system for collecting inquiry information and order information from the sales department, the means for calculating the production start time is based on the inquiry information and the order information from the order reception system. The calculation and the production schedule are calculated, and the production start timing is output from the inquiry information. Next, the production start timing information is provided to the sales representative. By recognizing the timing of starting the production from the inquiry information, it is possible to recognize the timing at which the processing cost is generated, and to improve the accuracy of the inquiry information, that is, to recognize the necessity of an early confirmed order.

(Calculation of Part Order Amount) Further, means for calculating the part order amount is provided. The means for calculating the part order amount information accumulates the order amount for each part based on the part order timing information from the system for calculating the part order time. Next, the accumulated information of the material costs is provided to the business. The sales person is made aware of the material cost for which the part was ordered from the inquiry information. Further, by recognizing the material cost to be ordered, it is possible to recognize the time when the material cost is generated, and to improve the accuracy of the inquiry information, that is, to recognize the necessity of an early confirmed order.

(Calculation of Processing Cost Amount) Further, means for calculating processing cost amount information is provided. The means for calculating the processing cost amount information integrates the processing cost amount for each process based on the production schedule information from the system for calculating the part order timing. Next, the integrated information of the material cost and the processing cost from the means for integrating the information of the order amount of the parts is provided to the business. With this configuration, the sales representative is made aware of the material cost occurrence status and the processing cost occurrence status from the inquiry information, thereby improving the accuracy of the inquiry information, that is, recognizing the necessity of an early confirmed order. Can be.

(Calculation of Evaluation by Sales) Further, means for calculating warning information for each sales representative is provided. The means for calculating the sales by business is output from the means for calculating part order timing information output from the means for calculating part order timing, the production start timing information output from the means for calculating production start time, and the part order amount information. The material cost and the integrated information of the processing cost output from the means for calculating the material cost information and the processing cost information information are divided for each sales representative, and information is provided for each sales representative. By recognizing such information for each sales representative, it is possible to enhance support for each sales representative and improve the accuracy of the inquiry information, that is, to realize the need for a confirmed order as soon as possible.

(Calculation of business-specific evaluation based on warning)
Calculation means for evaluation by business is further provided based on the warning information by business. The means for calculating by-sales is calculated by means of calculating warning information for each sales representative, such as parts order timing information, production start timing information, integrated information on material costs, and integrated information on material costs and processing costs for each sales person. And conduct an evaluation by sales representative. In this way, by evaluating the performance of each sales person based on the recognition information of each sales representative, the accuracy of the inquiry information can be improved, that is, the necessity of an early confirmed order can be realized.

(Business Credit Management) Further, business credit management means is further provided. The business credit management means stores a credit line for each business. The operating credit facility means compares the integrated information of the material cost and the processing cost of the means operated for each sales representative with the credit facility set in advance for each business, and when the cost exceeds the credit facility, Alert your sales representative. By setting a credit limit according to the reliability of each sales representative and lowering the credit limit of the sales representative with low reliability, it is possible to suppress the cost due to the inquiry information.

(Method of Inputting Order Configuration Information) In the present embodiment, as an example of the method of inputting order configuration information, a system for setting a configuration number in an order configuration unit has been presented. As another method, there is a method in which the order number is divided according to the product configuration, and the validity check is performed between a case with an unconfirmed configuration and a case with a confirmed order for the configuration within the same order number. As another method, there is a method of classifying the order structure by utilizing the leading character system of the model. Also, by associating the product configuration with each digit of the model, the first digit is
There is also a method of inputting a plurality of order configuration information in one model by allocating the ATM body type, the second digit to the coin mechanism type, and the third digit to the memory type or the like. In this case, by adding the definition of undetermined to each of them, it is possible to determine whether the configuration is determined or not.

(Calculation of a Plurality of Units) In this embodiment, an example of calculating the ordering timing of parts and the production start timing is described using a product composed of one component unit as an example. Then, the calculation of the order timing of the members belonging to the undecided unit and the production start timing of the undecided unit are performed by making the procedure plan of a plurality of units.

(Input Screen) In this embodiment, the order information (confirmed part) and the inquiry information (unconfirmed part) are inputted to manage the deadline for confirming the order and to inform the salesperson of the schedule and cost. Need to support sales and production activities. FIG. 12 is a diagram of a screen for inputting order information and inquiry information. When a sales screen of a personal computer or the like is opened, a list of each sales department is displayed. After selecting the relevant sales department with a mouse, a plurality of configuration information is displayed by operating the pull-down 31. When the clerk selects a plurality of configuration information (for example, the cash dispensing / dispensing device main body 5887), the confirmation mark 32 and the unconfirmed mark are displayed. By selecting the confirmation mark 32, the configuration information and the confirmation information are transferred to the personal computer. Is input to Similarly, since the configuration information of up to 40 lines is displayed, the order information and the inquiry information can all be input by sequentially designating either the confirmed or unconfirmed.

FIG. 13 is a diagram showing a final screen of order information and inquiry information. After the configuration information and the order / inquiry information input in FIG. 12, the input information is determined on the screen in FIG. That is, the configuration information of up to 40 lines and the order / inquiry information 35 input in FIG. 12 are determined and input by the clerk sequentially specifying the information 35 with the mouse and selecting the OK button 37. In this way, all information up to the 40th line is determined.

(Screen of Salesperson) FIGS. 14 and 15
FIG. 5 is a diagram of a cumulative screen of warning information for each sales department and a cumulative screen of warning information for each individual in the sales department. As one of the screens when the salesperson refers to the schedule and the cost, a screen can be created in which the warning information is statisticized by business. First, as shown in FIG. 14, a bar graph with the cumulative number of warning information on the vertical axis and the regional sales department on the horizontal axis is displayed on the screen. From this screen, the sales staff can understand how much the warning message has been received by each district sales department. next,
When a specific district (for example, Chubu district) is selected with a mouse, as shown in FIG. 15, the cumulative number of warning messages received for each salesperson in the Chubu district sales department is displayed as a bar graph. In the Chubu area, it can be seen that Mr. A, the sales representative, receives the most warning messages.

(Calculation of Inquiry Information) The method of calculating the deadline for confirming the order for the inquiry information is determined by developing all the candidates for the selected parts and back-calculating the number of days from the date of shipment to the order date. . As shown in FIG. 10, since the lead time differs depending on the component, the expiration date differs depending on the component. In the case of FIG. 10, the shipping date is May 20. Therefore, when calculated backward, the number of parts 1 is the number of days obtained by subtracting March 1 from May 20 (about 80 days), and the number of parts 2 is May 20. Days minus February 15 (approximately 95 days), part n is May 20
This is the number of days obtained by subtracting February 7 from the date (about 103 days).

In the present invention, since it is natural that the customer considers the specification change, an order / inquiry acceptance device and a production plan simulation system which also take the customer's position into consideration are proposed. Therefore, in the undetermined portion, an order is received in an undetermined state, and the configuration is determined at the final timing according to the production process. According to this, it is possible to flexibly cope with a specification change by adjusting the order receiving activity and the production activity.

[0070]

As described above, according to the present invention,
The following effects can be obtained. (1) It is possible to support sales activities by clearly indicating the undetermined order. (2) The validity check of the confirmed order information and the undetermined order information is performed in advance, so that troubles with customers can be avoided and business activities can be supported. (3) The business can recognize the timing of ordering the parts from the undetermined order. (4) The sales can recognize the start timing of the production from the undetermined order. (5) In addition, since production can be started from the configuration-determined portion, it is possible to minimize the production lead time. In the case of undetermined parts, orders can be accepted in the undetermined state, and the configuration can be determined at the final timing according to the production process, so it is possible to flexibly respond to changes in specifications of various customers. is there.

[Brief description of the drawings]

FIG. 1 is an overall block diagram of a sales support system according to an embodiment of the present invention.

FIG. 2 is an operation flowchart of a production planning simulation according to the present invention.

FIG. 3 is an operation flowchart of the order receiving / inquiry receiving system according to the present invention.

FIG. 4 is a diagram of a management table specification of an order processing / inquiry case in the present invention.

FIG. 5 is a diagram of a unit management table specification of an order processing / inquiry case in the present invention.

FIG. 6 is a diagram of a table specification of a material cost in the present invention.

FIG. 7 is a diagram of a specification table for processing cost management according to the present invention.

FIG. 8 is a diagram of a salesperson management table specification according to the present invention.

FIG. 9 is a diagram showing an example of order case information according to the present invention.

FIG. 10 is a message output time chart according to the present invention.

FIG. 11 is a diagram of a change graph of the remaining amount of an inquiry case by business.

FIG. 12 is a diagram of a configuration information input screen to a personal computer according to the present invention.

FIG. 13 is a view showing a screen for confirming input of configuration information to the personal computer.

FIG. 14 is a bar graph of the cumulative number of warning messages for each district sales department in the present invention.

FIG. 15 is a bar graph of the cumulative number of warning messages for each person in charge in the district sales department.

[Explanation of symbols]

REFERENCE SIGNS LIST 1 Order receiving / inquiry receiving device 2 Order receiving unit 3 Message transmitting / receiving unit 4 Message transmitting / receiving unit 5 Core system 6 Design master registration unit 7 Material master registration unit 8 Manufacturing master registration Department 9 Production Planning Coordination Department 10
... Production planning simulation system, 11 ... High-speed MR
P calculation processing unit, 12: problem check unit, 13: parts stock status unit, 14: production load status unit, 15: problem solving countermeasure unit, 16: parts procurement adjustment unit, 17: production load adjustment unit,
18: Configuration determination processing unit, 19: Terminal of user department, 20:
Sales department, 21: Terminal of internal use department, 22: Design department, 2
3 ... material department, 24 ... manufacturing department, 25 ... production planning department, 31 ...
Pull-down screen, 32 ... pull-down screen, 35 ... input configuration information, 37 ... OK button.

Claims (5)

[Claims] 1. A sales support system comprising: a receiving device for receiving information on a product from a terminal; and a simulation unit for calculating a production plan of the product, wherein the receiving device comprises a device or part for which an order is received. A receiving unit that acquires order configuration information to be received, order configuration determination information that is determined order configuration information, and order configuration undetermined information that is order configuration information that has not been determined, and transmits a message to the terminal. A message transmitting / receiving unit, wherein the receiving unit transmits the acquired order configuration information, order confirmation information, and order undetermined information to the simulation unit, and the message transmitting / receiving unit extracts a simulation result extracted from the simulation unit. Extracting a case related to the user of the terminal from the terminal, and transmitting information on the extracted case to the terminal. Sales support system which is characterized in. 2. The sales support system according to claim 1, wherein the message transmission / reception unit determines the order configuration of the product based on the simulation result, and transmits the determination result information to the terminal. And sales support system. 3. The sales support system according to claim 1, wherein the message transmission / reception unit extracts a part order timing of the product from the simulation result, and transmits the extracted timing to the terminal. Characteristic sales support system. 4. The sales support system according to claim 1, wherein the message transmitting / receiving unit extracts a production start timing of the product from the simulation result, and transmits the extracted timing to the terminal. Characteristic sales support system. 5. Entering the confirmed order information and the unconfirmed inquiry information to manage the deadline for confirming the order and to a sales person who is not familiar with the product production line.
A sales support method for notifying a schedule of products and parts and costs thereof, wherein a simulation unit calculates a purchase time and a production assembly time of parts of the inquiry information out of the order information and the inquiry information, and receives an order for the inquiry information. Determine the decision time, send the calculated time and the order confirmation time to the terminal of the sales person via the message transmitting and receiving unit, and, for the sales person, schedule of the products and parts and their And transmitting a graph of the schedule and the cost for referring to the cost to the terminal and displaying the cost on the screen.