JP2005032040A - Facility management system and program - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a facility management system for facilitating the input of information relevant to the classification of engineering to be associated with money receipt and payment information. <P>SOLUTION: In the facility management system 1, title kind MIDs for specifying an account title and classification kind MIDs for specifying a classification of engineering are stored in an account title master DB 14 in conformation to each other. Classification kind names and classification kind MIDs for names of classifications are stored in a classification master DB 16. A schedule input part 8 and an acceptance part 26 acquire, when an account title to be associated with the amount of money received and paid caused by management of a facility is inputted, a classification kind MID conformed to the title kind MID specifying the account title, and displays the classification kind names conformed to the acquired classification kind MID as candidates. In the facility management system 1, when an operator selects a classification kind mane from the candidates, the classification kind name is associated with the amount of money received and paid. <P>COPYRIGHT: (C)2005,JPO&NCIPI

Description

  The present invention relates to a facility management system and a facility management program for causing a computer to function as the facility management system.

Facility management systems for supporting facility management have become widespread. In a conventional facility management system, deposit / withdrawal information related to deposits / withdrawals generated by facility management and information regarding account items of the deposit / withdrawal are input and accumulated by an operator. The accumulated deposit / withdrawal information is aggregated for each account item and used for cost analysis (for example, Patent Document 1).
JP 2001-34330 A

  By the way, there is a request to perform cost analysis by collecting the above-mentioned deposit / withdrawal information for each engineering category related to facility management. For that purpose, when the facility management system operator inputs the deposit / withdrawal information, it is necessary to input the information related to the engineering classification in addition to the information related to the account item.

  SUMMARY OF THE INVENTION An object of the present invention is to provide a facility management system that facilitates input of information relating to an engineering category to be associated with deposit / withdrawal information, and a facility management program for causing a computer to function as a facility management system.

  In order to solve the above problem, the facility management system of the present invention stores, for a plurality of account items, account name information related to the name of the account and account item identification information for identifying the account in association with each other. Account storage means, category storage means for storing, in association with a plurality of engineering categories in facility management, category name information relating to the category name and category identification information for identifying the category, and the account item A related storage means for storing the identification information and the above-mentioned classification identification information in association with each other, a deposit / withdrawal input means for obtaining input / output information relating to deposits / withdrawals generated by facility management, and a plurality of account item storage means Acquires account name information and displays the account name information, and inputs the above information from the displayed account name information Acquired by the account item input means for acquiring the account identification information associated with the account name information selected as the account item of the received / withdrawal information from the account storage means, and the account item input means. The category identification information associated with the account identification information is acquired from the related storage means, the category name information associated with the acquired category identification information is acquired from the category storage means, and the category name A classification input means for displaying information and acquiring classification identification information associated with the classification name information selected as the classification of the input deposit / withdrawal information from the displayed classification name information; Acquired by the management storage means for storing the money information, the account item identification information, and the category identification information in association with each other, and the deposit / withdrawal acquisition means. Registration means for associating and storing the deposit / withdrawal information, the account item identification information acquired by the account item input unit, and the category identification information acquired by the category input unit in the management storage unit; The deposit / withdrawal information stored in the management storage means is aggregated for each category based on the category identification information associated with the deposit / withdrawal information, and the aggregated deposit / withdrawal information is displayed for each category. Analyzing means.

  According to the facility management system configured as described above, the category identification information associated with the account item identification information acquired by the account item input unit is acquired from the associated storage unit by the category input unit. Then, the category input means displays the category name information candidates associated with the category identification information and stored in the category storage means. The category identification information associated with the category name information selected from the candidates is associated with the deposit / withdrawal information acquired by the deposit / withdrawal input unit by the segment input unit. That is, the operator can associate the category identification information for identifying the engineering category with the deposit / withdrawal information by selecting the category name information from the above candidates. Operator input about the engineering category to be associated with the information is facilitated.

  Further, the facility management system of the present invention relates to a facility information storage means for storing facility identification information for specifying a facility and usage information for specifying the use of the facility in association with the facility identification information. A facility selection unit that displays a list for selecting the selected facility and acquires the facility identification information of the facility selected from the list, and the related storage unit includes the use for each use of the facility. Information, the account item identification information, and the category identification information are stored in association with each other, and the category information input means stores the usage information associated with the facility identification acquired by the facility selection means as the facility. The classification storage information acquired from the information storage means and associated with the usage information and the account item identification information acquired by the account item input means From the above-mentioned category storage means, display the category name information, and display the inputted and withdrawn input from the displayed category name information. It is preferable to acquire the category identification information associated with the category name information selected as the category of information.

  According to this configuration, the account item identification information and the category identification information are associated with each use of the facility, so that it is possible to manage a plurality of types of facilities having different correspondences between the account item and the engineering category. That is, according to such a facility management system, even for a plurality of types of facilities having different uses, if the operator inputs account title name information, a candidate for category name information is provided.

  Further, the facility management system of the present invention comprises a plurality of deposit / withdrawal information obtained by dividing the deposit / withdrawal amount for deposit / withdrawal information selected from among the plurality of top entry / withdrawal information stored in the management storage means. The account name information stored in the account storage means is displayed, and the account selected as the account item for the plurality of deposit / withdrawal information from the displayed account name information. The account item identification information associated with the item name information is acquired from the account item storage unit, the selected deposit / withdrawal information is rewritten to the plurality of deposit / withdrawal information, and stored in the management storage unit, It is preferable to further include subject transfer means for storing the acquired account item identification information in the management storage means in association with the stored deposit / withdrawal information.

  According to this configuration, it is possible to divide the deposit / withdrawal information into a plurality of items and transfer account items to expenses and assets. And since the account name name candidate is displayed at the time of this transfer, it is easy for the operator to input related account items.

  Further, the facility management system of the present invention further comprises a prediction means for predicting, for each of the categories, deposit / withdrawal information related to deposit / withdrawal generated by facility management based on the unit price of facility management and the update timing of the facility management. It is preferable that the analysis unit displays the deposit / withdrawal information predicted by the prediction unit together with the collected deposit / withdrawal information for each category.

  According to this configuration, since the prediction result of the deposit / withdrawal information is displayed together with the deposit / withdrawal information aggregated for each engineering category by the analysis means, information that contributes to the analysis of the difference between the forecast and the actual deposit / withdrawal is provided. The

  In another aspect, the present invention relates to a facility management program for causing a computer to operate as the above-described facility management system. The computer is configured to receive input / output information regarding deposits / withdrawals generated by facility management. A plurality of account input / output means to be acquired, and for a plurality of account items, account name information relating to the name of the account and account item storage means for storing account identification information for identifying the account in association with each other And the account name information selected from among the displayed account name information as the account information of the input / output information. Account input means for acquiring the associated account identification information from the account storage means, and the account The category identification information associated with the account identification information acquired by the account item input means from the associated storage means that associates and stores the identification information and the category identification information for specifying the engineering category in facility management. Acquires the category name information associated with the obtained category identification information from the category storage means that acquires and stores the category identification information and the category name information related to the category name, and displays the category name information. And a classification input means for acquiring classification identification information associated with the classification name information selected as the classification of the inputted deposit / withdrawal information from the displayed classification name information, and the deposit / withdrawal acquisition means The deposit / withdrawal information obtained by the above, the account identification information obtained by the account entry means, and the classification Registration means for associating and storing in the management storage means the classification identification information acquired by the power means, and the classification information associated with the payment information stored in the management storage means Based on the identification information, it is aggregated for each of the above categories, and functions as analysis means for displaying the aggregated deposit / withdrawal information for each of the categories.

  Since the facility management program causes the computer to operate as the above-described facility management system, it is easy for an operator to input an engineering classification to be associated with deposit / withdrawal information.

  Further, the facility management program of the present invention includes a facility information storage means for storing a computer in association with facility identification information for identifying a facility and usage information for identifying a use of the facility, and the facility identification information. A list for selecting a facility associated with the facility, and further functioning as a facility selection means for acquiring the facility identification information of the facility selected from the list, wherein the related storage means The usage information, the account item identification information, and the category identification information are stored in association with each other, and the category information input unit is associated with the facility identification acquired by the facility selection unit. Usage information is acquired from the facility information storage means, and is associated with the usage information and the account item identification information acquired by the account item input means. The segment identification information is obtained from the related storage means, the category name information associated with the obtained category identification information is obtained from the category storage means, the category name information is displayed, and the displayed category name information It is preferable to acquire the category identification information associated with the category name information selected as the category of the input deposit / withdrawal information.

  According to such a configuration, account identification information and classification identification information are associated with each facility use, so it is also possible to manage deposits and withdrawals for multiple types of facilities with different correspondences between account items and engineering classifications. is there

  Further, the facility management program of the present invention provides a computer with a plurality of deposit / withdrawal amounts obtained by dividing the deposit / withdrawal amount for deposit / withdrawal information selected from among the plurality of top entry / withdrawal information stored in the management storage means. Accepts input as money information, displays multiple account name information stored in the account storage means, and selects from the displayed account name information as account items for the multiple deposit / withdrawal information The account identification information associated with the account name information to be obtained is acquired from the account item storage means, and the selected deposit / withdrawal information is rewritten to the plurality of deposit / withdrawal information and stored in the management storage means. It is preferable to further function as a subject transfer unit that stores the acquired account item identification information in the management storage unit in association with the stored deposit / withdrawal information. There.

  According to this configuration, it is possible to divide the deposit / withdrawal information into a plurality of items and transfer account items to expenses and assets. And since the account name name candidate is displayed at the time of this transfer, it is easy for the operator to input related account items.

  The facility management program according to the present invention further includes a computer as a predicting unit that predicts, for each of the above categories, deposit / withdrawal information relating to deposits / withdrawals generated by facility management based on a unit price of facility management and an update timing of the facility management. It is preferable that the analyzing unit displays the deposit / withdrawal information predicted by the predicting unit together with the collected deposit / withdrawal information for each of the categories.

  According to such a configuration, since the prediction result of the deposit / withdrawal information is displayed together with the deposit / withdrawal information collected for each engineering category, information contributing to the analysis of the difference between the prediction and the actual deposit / withdrawal is provided.

  As described above, according to the present invention, there is provided a facility management system that makes it easy to input information related to the engineering category to be associated with deposit / withdrawal information.

  A facility management system 1 according to an embodiment of the present invention will be described with reference to the accompanying drawings. FIG. 1 is a diagram illustrating a configuration of the facility management system 1. The facility management system 1 is physically a computer system including a CPU (Central Processing Unit), a storage device such as a memory, a storage device such as a hard disk, an input device such as a keyboard / mouse, a display device such as a display, and the like.

  As shown in FIG. 1, the facility management system 1 functionally includes a processing supervision unit 2, a facility selection unit (facility selection unit) 4, a facility management master DB 6, and a schedule input unit (payment / withdrawal input unit, Account item input means, equivalent to category input means) 8, biller / requestee DB 10, contract status DB 12, account title master DB (account item storage means, related storage means) 14, and category master DB (category Storage means) 16, schedule management DB (corresponding to management storage means) 18, budget processing unit 20, budget history DB 22, unprocessed extraction unit 24, reception unit (payment / withdrawal input means, account item input means, 26 (corresponding to classification input means) 26, results management DB (corresponding to management storage means) 28, invoice processing unit 30, completion processing unit 32, subject transfer unit (subject transfer unit) 34, and analysis unit (analysis) Means) 36 and a predictor (predictor) ) 38 and, and a prediction DB 40.

  The processing supervision unit 2 is a part that supervises the processing of the facility management system 1. FIG. 2 shows a schedule input screen provided by the schedule input unit 8. The facility management system 1 manages frames such as screens, menus, and toolbars provided by the schedule input unit 8 and distributes the processing to the schedule input unit 8 and the like according to the event that occurs.

  The facility selection unit 4 refers to the facility management master table stored in the facility management master DB 6 and displays a list of facilities. The facility management master table includes a management type MID (facility identification information) for uniquely identifying the facility as data relating to the facility, and a management type name including information on the facility such as writing, land, building, building, floor, and section And usage information regarding the usage of the facility is registered.

  In this embodiment, the facility selection unit 4 pops up a window displaying a list of management type names when the window bar shown at the left end of the screen example of FIG. 2 is clicked with the mouse. Here, the management type name displayed in the list is associated with the management type MID. When the management type name is selected by the operator, the management type name is specified by the management type MID associated with the window bar. The data is selected as the data of the facility to be processed among the data registered in the facility management master table.

  The schedule input unit 8 is activated when the operator presses the schedule button 52a on the tool bar, and provides a schedule input screen for allowing the operator to input an amount related to input / output money (payment / withdrawal information) generated by facility management. The schedule input unit 8 stores schedule data including information input on the schedule input screen in the schedule management DB 18 having the table configuration shown in the table configuration diagram of FIG. Hereinafter, the function of the schedule input unit 8 will be described in detail.

  The schedule input unit 8 displays an edit box 54a for inputting a schedule name on the schedule input screen shown in FIG. The schedule input unit 8 stores a name of a schedule to be input to the edit box 54a.

  The schedule input unit 8 displays an edit unit 54b for inputting a biller, a biller account number, a billed person, and a billed account number. The operator can select a biller, a biller account number, a demandee, and a billed account number from a list displayed in a window popped up by pressing the contact menu 52b. The schedule input unit 8 displays the above list by referring to a table stored in the claimant / requestee DB 10.

  The claimant / requestee DB 10 includes an owner table in which data related to the owner is registered, a tenant table in which data related to the tenant is registered, a contract company table in which data of the contract company is registered, and a relationship in which data of related government agencies are registered. Stores government table. When the operator selects the contractor, the contractor account number, the demandee, and the demandee account number from the above list, the biller, the biller account number, the demandee, and the demandee account are displayed in the edit unit 54b. The number is reflected and the schedule input unit 8 stores the biller category, biller, biller, billee category, billed person, and billed account number in the schedule management table 56a. Here, the claimant category / requestee category is information indicating the category of the claimant / requestee, and can be requested from the owner table, tenant table, contracted company table, and related government office table. This is predetermined information indicating whether the person has been selected.

  The schedule input unit 8 displays an edit unit 54c for inputting the contract status on the schedule input screen shown in FIG. The edit unit 54c includes an edit box for inputting a contract number / name and an edit box for inputting a contract period. The schedule input unit 8 stores the input contract number / name, contract period, and the like.

  The schedule input unit 8 displays an edit unit 54d for inputting a subject type name which is the name of the account item on the schedule input screen shown in FIG. Course type names consist of major subjects, medium subjects, and minor subjects. The edit part 54d includes a part for inputting a major subject, a middle subject, and a minor subject. The operator can select a major subject, a middle subject, and a minor subject to be input to the editing unit 54d from the pull-down list. The schedule input unit 8 provides a pull-down list for each of the major subject, the middle subject, and the minor subject by referring to the subject type name stored in the account subject master DB 14.

  Here, the account item master DB 14 includes a subject type name (account item name information) consisting of a large subject, a middle subject, and a sub-item, and a subject type MID (account item identification information) for uniquely identifying the subject type name information. Are stored in association with each other.

  When a major course / medium course / sub-course is selected in the editing section 54d, the schedule input section 8 selects a course associated with the selected course type name including the major course / middle course / sub-course. The type MID is stored.

  The schedule input unit 8 displays an edit unit 54e for inputting the category name information, which is the name of the engineering category of facility management, on the schedule input screen shown in FIG. The category name information includes a major category, a middle category, and a minor category. The editing unit 54e includes a part for inputting a large category, a middle category, and a small category. The operator can select a large category, a medium category, and a small category to be input to the editing unit 54e from the pull-down list. The schedule input unit 8 refers to the category name information stored in the category master DB 16 to provide the pull-down list for each of the major category, the middle category, and the minor category.

  Here, the account item master DB 14 stores the category type MID (classification identification information) in association with the category type MID and the above-described use information. That is, the account item master DB 14 stores the item type MID and the category type MID in association with each usage of the facility.

  The category type MID is information for uniquely identifying information related to the engineering category registered in the category master DB 16. The category master DB 16 stores, for the engineering category, category type name information (category name information) including a major category name, a middle category name, and a minor category name in association with the category type MID.

  The schedule input unit 8 receives the usage information included in the processing target data selected by the facility selection unit 4 and extracts the data including this usage information from the data registered in the account master DB 14. To do. Further, the schedule input unit 8 specifies the subject type MID associated with the subject type name including the major subject, the middle subject, and the minor subject input to the editing unit 54d. Then, the schedule input unit 8 acquires the category type MID associated with the specified subject type MID with reference to the account title master DB 14. The schedule input unit 8 refers to the category type name associated with the acquired category type MID from the category master DB 16, thereby providing the editing unit 54e with a pull-down list of a major category, a middle category, and a minor category.

  The schedule input unit 8 stores the category type MID associated with the category type name including the major category, the middle category, and the minor category selected from the pull-down list of the editing unit 54e.

  The schedule input unit 8 displays an edit unit 54f for inputting the scheduled date of occurrence of deposit / withdrawal on the schedule input screen shown in FIG. In the editing unit 54f, it is possible to input a plurality of scheduled dates for actual results by specifying a period. The schedule input unit 8 stores the actual occurrence date input to the editing unit 54f.

  The schedule input unit 8 displays, on the schedule input screen shown in FIG. 2, an edit unit 54g that allows the operator to input a reception process for inputting the actual amount of acquisition money, that is, the reception generation condition. By inputting the month, day, and time to the editing unit 54g, a specific time before the scheduled date of occurrence can be designated. The schedule input unit 8 stores the month, day, and time input to the editing unit 54g as an occurrence condition month, an expected occurrence date, and an expected occurrence time.

  The schedule input unit 8 displays, on the schedule input screen shown in FIG. 2, edit units 54h, 54i, and 54j for inputting the amount of deposit / withdrawal generated by facility management, the consumption tax rate, and the calculation method, respectively. The schedule input unit 8 stores the amount of deposit / withdrawal, the consumption tax rate, and the calculation method input to the editing units 54h, 54i, and 54j.

  When the confirm button 54k is pressed by the operator, the schedule input unit 8 causes the schedule management DB 18 to store schedule data including the above-described information input by the operator according to the schedule input screen.

  As shown in FIG. 3, the schedule management DB 18 has a schedule management table 56a and a deposit / withdrawal schedule table 56e. The schedule input unit 8 registers the schedule data in the schedule management table 56a in order to register the schedule name, biller category, biller, biller, billee category, billee, billee account number. The contract status ID, the subject type MID, and the category type MID are registered, and the schedule management ID for uniquely identifying these pieces of information is registered.

  In addition, the schedule input unit 8 registers the schedule management ID in the deposit / withdrawal schedule table 56e to register the schedule data, and further, the record date, the condition month, the scheduled date, the scheduled time, the deposit / withdrawal Register the amount of money (payment and withdrawal information), consumption tax rate, and calculation method. Note that when a plurality of actual occurrence dates are specified, the acquisition schedule table 56e includes a schedule management ID, an actual occurrence date, an occurrence condition month, an expected occurrence date, an expected occurrence time, and an entry / exit for each actual occurrence date. The amount of money (payment / withdrawal information), consumption tax rate, and calculation method are registered.

  In this way, the information registered in the schedule management table 56a and the information registered in the deposit / withdrawal schedule table 56e are associated with each other by the schedule management ID. Further, by registering the subject type MID in the schedule management table 56a, the subject type name registered in the account item master DB 14 (see the subject type master table 56c in FIG. 3) and the deposit / withdrawal schedule table 56e are registered. Is associated with the amount. Furthermore, by registering the category type MID in the schedule management table 56a, the category type name registered in the category master DB 16 (see the category type master table 56d in FIG. 3) and the deposit / withdrawal schedule table 56e are registered. Is associated with the amount of money In the schedule management table 56a, the management type MID stored in the facility management master DB 6 (see the management type master table 56b in FIG. 3) is registered as the parent type MID and stored in the facility management master DB 6. Associated with data about existing facilities.

  As shown in FIG. 4 which is an example of the budget screen, the budget processing unit 20 refers to the schedule management DB 18 when the budget button 52c on the tool bar is pressed by the operator, so that the deposit / withdrawal for each account item is performed. Provide a budget screen that displays the results.

  When the history button 58a displayed on the budget screen is pressed by the operator, the budget processing unit 20 pops up a window to allow the operator to input the approver and the approval date, and also stores the schedule data stored in the schedule management DB 18. A history is created and stored in the budget history DB 22. FIG. 5 is a diagram showing a table configuration of the budget history DB 22.

  The budget history DB 22 has a budget history list table 60a, a schedule management history table 60c, and a deposit / withdrawal schedule history table 60e. The budget history DB 22 registers, in the budget history list table 60a, the budget history list ID, the management type MID, the approver, and the approval date that are allocated every time a history is created in order to register budget history data. . As the parent type MID, the parent type MID registered in the schedule management table 56a is taken over and associated with the data related to the facility registered in the facility management master DB 6 (see the management type master table 60b in FIG. 5).

  Further, the budget history DB 22 takes over and registers the information registered in the schedule management table 56a together with the above-described budget history list ID in the schedule management history table 60c. Note that the schedule management ID of the schedule management table 56a is taken over as the schedule management history ID registered in the schedule management history table 60c.

  Further, the budget history DB 22 takes over and registers the information registered in the deposit / withdrawal schedule table 56e in the deposit / withdrawal schedule history table 60e. The schedule management ID registered in the deposit / withdrawal schedule table 56e is succeeded to the schedule management history ID registered in the deposit / withdrawal schedule history table 60e.

  The amount registered in the deposit / withdrawal schedule history table 60e and the subject type name stored in the account master DB 14 are associated with the subject type MID inherited in the schedule management history table 60c in this way (the subject type in FIG. 5). (See master table 60f). Further, the category type MID inherited by the schedule management history table 60c associates the amount registered in the deposit / withdrawal schedule history table 60e with the category type name stored in the category master DB 16 (the category type master table in FIG. 5). 60d).

  The unprocessed extraction unit 24 receives a later-described date specified by referring to the actual occurrence date, the occurrence condition month, the occurrence condition date, and the expected occurrence time included in the schedule data stored in the schedule management DB 18. An unprocessed schedule data that has not been processed is extracted, and a schedule data list screen that displays a list of unprocessed schedule data is provided. FIG. 6 is a diagram illustrating an example of the schedule data list screen.

  When the schedule data displayed on the schedule data list screen is selected, the unprocessed extraction unit 24 activates the reception unit 26 in order to perform reception processing on the schedule data.

  As described above, the reception unit 26 is activated by the unprocessed extraction unit 24 and performs the following reception process. First, the reception unit 26 provides a reception screen illustrated in FIG. When the reception unit 26 is activated by the unprocessed extraction unit 24, the reception unit 26 reflects the schedule data selected on the above-described schedule data list screen on the reception screen, and confirms the information registered as the schedule data to the operator. Let The reception screen includes an edit section 62a that reflects the name of the schedule included in the schedule data, an edit section 62b for inputting the requesting company name, the client name, and the contact information, and the account items included in the schedule data. Edit section 62c reflecting major subjects, middle subjects, and minor subjects registered as subject type names, and category category names included in scheduled data, that is, editing portions reflecting major categories, middle categories, and minor categories 62d is included. Further, the reception screen includes a display unit 62e that displays a biller, a biller account, a billed person, a billed person account, an amount, and the like included in the schedule data.

  The reception unit 26 stores information that is corrected and input by the operator in the editing units 62a, 62b, 62c, and 62d, and the display unit 62e as necessary, and stores actual data including information corrected and input to the actual result management DB 28. Let For the information that has not been corrected, the reception unit 26 takes over the information included in the schedule data into the performance data and registers it in the performance management DB 28. Here, the accepting unit 26 refers to the account item master DB 14 so that the operator can correct the subject type name reflected in the editing unit 62c, and a pull-down list for inputting major subjects, middle subjects, and minor subjects. I will provide a. The process in which the reception unit 26 provides the pull-down list is the same process as the schedule input unit 8. In addition, when the major subject, the middle subject, and the minor subject are changed, the reception unit 26 provides a pull-down list for each of the major category, the middle category, and the minor category to the editing unit 62d. The process in which the reception unit 26 provides the pull-down list is the same process as the schedule input unit 8.

  The reception unit 26 is also activated when the reception / result button 52e (FIG. 7) on the toolbar is pressed by the operator. When registering new result data for which no scheduled data is registered, the operator activates the accepting unit 26 by pressing the accept / achievement button 52e, and the editing units 62a, 62b, 62c, 62d and the display described above. The performance data can be registered by inputting to the part 62e.

  FIG. 8 is a diagram showing a table configuration of the performance management DB 28. The result management DB 28 has a result management table 64a and a deposit / withdrawal result table 64e. In the performance management table 64a, a performance management ID and a reception number assigned when the reception unit 26 registers performance data are registered. Also, in the result management table 64a, the parent type MID, the schedule management ID, the reception date, the reception time, the reception person, the above-mentioned company name of the request, the request contact person, and the request contact information included in the schedule data are registered. The parent type MID included in the schedule data is associated with the data related to the facility registered in the facility management master DB 6 by being registered in the result management table 64a (see the management type master table 64b in FIG. 8). Also. When there is no correction, the subject type MID and the category type MID included in the scheduled data are taken over as the subject type MID and the category type MID registered in the result management table 64a. On the other hand, when the operator makes correction input to the edit parts 62c and 62d on the reception screen, the corrected subject type MID and classification type MID are reflected.

  In the deposit / withdrawal result table 64e, the result management ID, the subject type MID, and the category type MID registered in the result management table 64a are registered. Information included in the scheduled data such as the biller category, biller name, biller account number, billed party category, billed person name, billed party category, etc. registered in the performance management table 64a is displayed on the display unit 62e. When correction input is not made, the information included in the schedule data is inherited as it is. On the other hand, when a correction input is made on the display unit 62e, the corrected information is reflected in the deposit / withdrawal result table 64e. The amount, consumption tax rate, and calculation method included in the schedule data are transferred to the deposit / withdrawal record table 64e as the scheduled amount, consumption tax rate, and schedule calculation method. Further, the amount, the consumption tax rate, and the calculation method are registered in the deposit / withdrawal result table 64e as the actual amount (payment / withdrawal information), the actual consumption tax rate, and the actual calculation method when no correction input is made on the display unit 62e. . On the other hand, when correction input is made on the display unit 62e, the corrected amount, consumption tax rate, and calculation method are registered in the deposit / withdrawal result table 64e as the actual amount, actual consumption tax rate, and actual calculation method.

  In this way, in the result management DB 28, the deposit / withdrawal generated by the facility management, that is, the result amount is registered in association with the subject type MID and the category type MID. Therefore, the actual amount is the subject type name (subject type master table 64c in FIG. 8) stored in the account subject master DB 14, and the category type name (category type master table 64d in FIG. 8) stored in the category master DB 16. ) And associated.

  The invoice processing unit 30 is activated when the invoice creation button 52f on the toolbar is pressed. When the bill creation / print button 52g is pressed, the bill processing unit 30 refers to the record data registered in the record management DB 28 and provides a bill creation screen. FIG. 9 is a diagram illustrating a bill creation screen provided by the bill processing unit 30. The invoice creation screen displays a billing destination display unit 66a for selecting a billing destination, a record data display unit 66b for selecting record data for which a bill is to be created, and information about the created bill. An invoice display portion 66c is included.

  When the billing destination displayed on the billing destination display unit 66a is selected by the operator, the bill processing unit 30 displays the record data including the billing destination as the demandee name on the record data display unit 66b. When the operator selects the record data for which a bill is to be created from the record data displayed on the record data display unit 66b and presses the bill creation button 52f, the bill processing unit 30 charges the record data. A bill number is assigned and a bill is created, and information related to the bill is displayed on the bill display section 66c. When the print button 66e is pressed by the operator, the bill processing unit 30 prints the created bill. The invoice processing unit 30 registers the above invoice number in the deposit / withdrawal result table 64e for the record data for which the invoice has been created.

  When the bill unit batch processing button 52h is pressed by the operator, the bill processing unit 30 provides a bill unit batch processing screen shown in FIG. The invoice creation screen includes an invoice selection unit 68a, and the invoice processing unit 30 refers to the actual data stored in the actual result management DB 28 and lists the invoice including the invoice number and the like. Is displayed on the invoice selection section 68a. When any one of the lists displayed on the invoice selection unit 68a is selected, the invoice processing unit 30 displays the actual data including the selected invoice number in the actual data display on the invoice unit batch processing screen. This is displayed on the part 68b. When the operator confirms the record data displayed on the record data display unit 68b and presses the confirm button 68c, the invoice processing unit 30 sets a completion confirmation flag for the record data stored in the record management DB 28. (Refer to the deposit / withdrawal result table 64e in FIG. 8).

  The completion processing unit 32 is activated when the completion button 52i on the toolbar is pressed. The completion processing unit 32 provides an achievement history screen displaying a list of achievement data as shown in FIG. 11 for the achievement data for which the completion confirmation flag is set among the achievement data stored in the achievement management DB 28. The completion processing unit 32 activates the subject transfer unit 34 when the performance data displayed on the performance history screen is selected and the correction button 70a is pressed.

The subject transfer unit 34 provides a subject transfer screen for transferring the account item of the planned amount with respect to the result data stored in the result management DB 28. FIG. 12 shows a subject transfer screen provided by the subject transfer unit 34. The subject transfer unit 34 displays actual data before subject transfer on the subject transfer screen. The operator can divide the planned amount before the subject transfer into a plurality of divided amounts on the subject transfer screen, and assign a subject type name consisting of a large subject, a middle subject, and a small subject to each of the divided planned amounts.
The course transfer unit 34 displays the course type names stored in the account title master DB 14 as candidates in order to facilitate the entry of the course type names. The operator can select a subject type name to be assigned to each of a plurality of scheduled amounts divided from the displayed subject type name candidates.

  When the confirm button 72a is pressed by the operator, the subject transfer unit 34 acquires the subject category MID associated with each of the subject category names assigned to each of the plurality of planned amounts after the division from the account subject master DB 14. To do. Furthermore, the course transfer unit 34 rewrites the past planned data before the course transfer stored in the past record management DB 28 by using a plurality of planned amounts after the division and a plurality of past data including the subject type MID acquired for each planned amount.

  The analysis unit 36 is activated by pressing the statistics / report button 52j on the toolbar. When the annual cost totaling button 52k is pressed, the analysis unit 36 refers to the actual data stored in the actual result management DB 28 and provides a yearly cost totaling screen for displaying the total result of the actual amount for each year. .

  FIG. 13 is a diagram showing a yearly expense summary screen. This yearly expense tabulation screen includes a subject selection section 76a, and it is possible to specify the subject type name for which the actual amount is to be tabulated. When the subject type name is selected using the subject selecting unit 76a, the analysis unit 36 acquires the subject type MID associated with the selected subject type name from the account item master DB 14, and acquires the acquired subject type MID. The actual amount is totaled with reference to the actual data including

  The analysis unit 36 displays the total result of the actual amount for each year in the graph format shown in FIG. In addition, the yearly cost summary screen includes a unit selection unit 76b. The unit selection unit 76b can select a method for displaying the result of summation of the actual amount, “cost” for displaying the sum of the actual amount for each facility, and “unit price per square meter” for displaying the sum by the unit of facility. The “tenant unit price” for displaying the total of the actual amount in tenant units can be selected. The analysis unit 36 refers to information such as land stored in the facility management master DB 6 from the parent type MID included in the performance data, in accordance with the display method selected using the unit selection unit 76b. The result of totaling the actual amount is created, and the result is displayed.

  The analysis unit 36 provides the utility cost summary list screen shown in FIG. 14 when the utility cost summary button 52m is pressed. In this hydrothermal cost summary list screen, the middle category of the category type name can be selected using the category selection unit 78a. The analysis unit 36 acquires the category type MID associated with the category type name including the information in which the major category is hydrothermal and the middle category is selected by the category selection unit 78a from the category master DB 16, and Results data including the acquired category type MID is extracted. The analysis part 36 totals the performance amount contained in the extracted performance data for every month, and displays a total result using a table | surface and a graph like the photothermal expense totalization list screen shown in FIG.

  When the repair update analysis button 52n is pressed, the analysis unit 36 totals the actual amount included in the actual data for each engineering category, and provides a repair update analysis list screen displaying the total result. FIG. 15 is a diagram showing a repair update analysis list screen. On the repair update analysis list screen, the result of the sum of the actual amount for each fiscal year is displayed for each major category. Moreover, on the repair update analysis list screen, the graph display method of the total result can be selected using the graph type selection unit 80a. In the repair update analysis list screen of FIG. 15, a graph when “by year” is selected using the graph type selection unit 80 a is displayed. When “by year” is selected, the total result of the actual amount for each major category is displayed as a bar graph.

  In the repair update analysis list screen of FIG. 16, a graph is displayed when “long-term repair comparison and accumulation” is selected using the graph type selection unit 80a. When “long-term repair comparison and accumulation” is selected, the analysis unit 36 displays a tabulated result of the actual amount for each year in a line graph, and the repair cost for each year predicted by the prediction unit 38 in the tabulated result. Is superimposed and displayed.

  The prediction unit 38 stores a unit price required for facility repair, that is, a member unit price, and stores a repair time for each member. The prediction unit 38 predicts repair expenses for each year based on the unit price and the repair time, and stores the prediction result in the prediction DB 40. The analysis unit 36 refers to the prediction result stored in the prediction DB 40 when displaying the prediction result of the repair cost by year as a graph.

  Next, a facility management program 100 for causing a computer to operate as the facility management system 1 will be described. FIG. 17 is a diagram illustrating a module configuration of the facility management program 100. The facility management program 100 includes a main module 102, a facility selection module 104, a schedule input module 106, a budget processing module 108, an unprocessed extraction module 110, a reception module 112, an invoice processing module 114, and a completion process. A module 116, a subject transfer module 118, an analysis module 120, and a prediction module 122 are provided.

  Main module 102, facility selection module 104, schedule input module 106, budget processing module 108, unprocessed extraction module 110, acceptance module 112, invoice processing module 114, completion processing module 116, subject transfer module 118, analysis module 120, prediction The functions that the module 122 causes the computer to execute are the processing supervision unit 2, the facility selection unit 4, the schedule input unit 8, the budget processing unit 20, the unprocessed extraction unit 24, the reception unit 26, the invoice processing unit 30, and the completion process. The same as the unit 32, the subject transfer unit 34, the analysis unit 36, and the prediction unit 38.

  Hereinafter, an operation and effect of facility management system 1 concerning this embodiment are explained. In the facility management system 1, the following functions are provided by both the schedule input unit 8 and the reception unit 26. That is, when the operator inputs a subject type name including a major subject, a middle subject, and a minor subject, the category type MID is specified from the subject type MID stored in the account subject master DB 14, and the major category, middle category, and minor category are selected. The candidate for the category type name to be included is displayed. When the category name information is selected from the above candidates by the operator, the amount of deposit / withdrawal (payment / withdrawal information) generated by the facility management input by the operator is associated with the category type MID. That is, the operator can cause the facility management system 1 to associate the category type MID for specifying the engineering category with the amount of deposit / withdrawal by selecting the category type name from the above candidates. . Thus, in the facility management system 1, it is easy for the operator to input the engineering classification.

  In addition, because the account item master DB 14 is associated with the usage information indicating the usage of the facility, the item type MID, and the category type MID, the facility management system 1 has a plurality of different correspondences between account items and engineering categories. As for the facilities, it is possible to provide candidates for the category name information corresponding to the case where the subject name information is input by the operator.

  In addition, the item transfer unit 34 can divide the deposit / withdrawal amount into a plurality of amounts and transfer account items to expenses and assets. At the time of the transfer, the subject transfer part 34 displays the candidate for the subject type name, which makes it easy for the operator to input the account item.

  In addition, since the actual amount of deposit / withdrawal totaled for each engineering category by the analysis unit 36 and the prediction result of deposit / withdrawal are displayed, this facility management system 1 analyzes the difference between the forecast and the actual deposit / withdrawal. Contributed information is provided.

FIG. 1 is a diagram showing a configuration of a facility management system according to an embodiment of the present invention. FIG. 2 is an example of a schedule input screen provided by the schedule input unit. FIG. 3 is a diagram showing a table configuration of the schedule management DB. FIG. 4 is an example of a budget screen provided by the budget processing unit. FIG. 5 is a diagram showing a table configuration of the budget history DB. FIG. 6 is a schedule data list screen provided by the schedule extraction unit. FIG. 7 is an example of a reception screen provided by the reception unit. FIG. 8 is a diagram showing a table configuration of the results management DB. FIG. 9 is a diagram showing a bill creation screen provided by the bill processing unit. FIG. 10 is a diagram showing an invoice unit batch processing screen provided by the invoice processing unit. FIG. 11 is a diagram illustrating a history record screen provided by the completion processing unit. FIG. 12 is a diagram illustrating a subject transfer screen provided by the subject transfer unit. FIG. 13 is a diagram showing a yearly expense summary screen provided by the analysis unit. FIG. 14 is a diagram showing a utility cost summary list screen provided by the analysis unit. FIG. 15 is a diagram illustrating a repair update analysis list screen provided by the analysis unit. FIG. 16 is a diagram illustrating a repair update analysis list screen provided by the analysis unit. FIG. 17 is a diagram showing a module configuration of the facility management program according to the embodiment of the present invention.

Explanation of symbols

  DESCRIPTION OF SYMBOLS 1 ... Facility management system, 2 ... Processing supervision part, 4 ... Facility selection part, 6 ... Facility management master DB, 8 ... Schedule input part, 10 ... Claimer / claimee DB, 12 ... Contract status DB, 14 ... Account Subject master DB, 16 ... Division master DB, 18 ... Schedule management DB, 20 ... Budget processing unit, 22 ... Budget history DB, 24 ... Unprocessed extraction unit, 26 ... Reception unit, 28 ... Result management DB, 30 ... Invoice Processing unit, 32 ... Completion processing unit, 34 ... Subject transfer unit, 36 ... Analysis unit, 38 ... Prediction unit, 40 ... Prediction DB.

Claims (8)

Account item storage means that stores account name information related to the name of an account and account identification information for identifying the account in association with each other,
With regard to a plurality of engineering categories in facility management, category storage means for storing category name information related to the category name and category identification information for specifying the category in association with each other;
Association storage means for associating and storing the account identification information and the category identification information;
With regard to deposits and withdrawals generated by facility management, deposit / withdrawal input means for acquiring input / output information to be entered,
A plurality of account item name information is acquired from the account item storage means, and the plurality of account item name information is displayed, and is selected as an account item of the input / output information from the displayed plurality of account item name information. Account item input means for acquiring the account item identification information associated with account name information to be acquired from the account item storage means;
The category identification information associated with the account item identification information acquired by the account item input unit is acquired from the related storage unit, and the category name information associated with the acquired category identification information is stored in the category The classification name information is acquired from the means and the classification name information is displayed, and the classification identification information associated with the classification name information selected as the classification of the inputted deposit / withdrawal information is acquired from the displayed classification name information. Classification input means,
Management storage means for storing the deposit / withdrawal information, the account item identification information, and the classification identification information in association with each other;
The deposit / withdrawal information acquired by the deposit / withdrawal acquisition unit, the account item identification information acquired by the account item input unit, and the category identification information acquired by the category input unit are associated with each other. Registration means to be stored in the management storage means;
The deposit / withdrawal information stored in the management storage means is aggregated for each category based on the category identification information associated with the deposit / withdrawal information, and the aggregated deposit / withdrawal information is displayed for each category. And a facility management system comprising an analyzing means. Facility information storage means for storing facility identification information for specifying a facility and usage information for specifying the usage of the facility in association with each other;
A facility selection means for displaying a list for selecting a facility associated with the facility identification information, and acquiring the facility identification information of the facility selected from the list;
The related storage means stores the usage information, the account item identification information, and the classification identification information in association with each usage of the facility,
The classification information input unit acquires the usage information associated with the facility identification acquired by the facility selection unit from the facility information storage unit, and the usage information and the account item input unit acquire the usage information. The category identification information associated with the account item identification information is acquired from the related storage means, the category name information associated with the acquired category identification information is acquired from the category storage means, and the category name information 2. The classification identification information associated with the classification name information selected as the classification of the input deposit / withdrawal information is acquired from the displayed classification name information. The facility management system described. With respect to deposit / withdrawal information selected from the plurality of deposit / withdrawal information stored in the management storage means, an input as a plurality of deposit / withdrawal information obtained by dividing the deposit / withdrawal amount is received, and the account item storage The plurality of account name information stored in the means is displayed, and the account name information selected as the account item of the plurality of deposit / withdrawal information from the displayed plurality of account name information is associated with the account name information Account item identification information is acquired from the account item storage means, the selected deposit / withdrawal information is rewritten with the plurality of deposit / withdrawal information, stored in the management storage unit, and associated with the stored deposit / withdrawal information. The facility management system according to claim 1, further comprising: a subject transfer unit that stores the acquired account item identification information in the management storage unit. A prediction means for predicting, for each of the categories, deposit / withdrawal information related to deposit / withdrawal generated by facility management based on a unit price of facility management and an update timing of the facility management;
The said analysis means displays the deposit / withdrawal information estimated by the said prediction means with the said aggregated said deposit / withdrawal information for every said division, The said any one of Claims 1-3 characterized by the above-mentioned. Facility management system. Computer
With regard to deposits and withdrawals generated by facility management, deposit / withdrawal input means for acquiring input / output information to be entered,
With respect to a plurality of account items, a plurality of account name information is acquired from account item storage means that stores account name information relating to the name of the account and account identification information for identifying the account item in association with each other. The account item name information is displayed together with the account item name information selected from the displayed account item name information as the account item of the input / output information. Account item input means for acquiring identification information from the account item storage means;
The category associated with the account identification information acquired by the account item input means from the associated storage means that associates and stores the account identification information and the category identification information for identifying the engineering category in facility management. Acquires the classification name information associated with the acquired classification identification information from the classification storage means that acquires the identification information and stores the classification identification information and the classification name information related to the classification name in association with each other, and the classification name Classification input means for displaying information and acquiring classification identification information associated with the classification name information selected as the classification of the input deposit / withdrawal information from the displayed classification name information;
Managing the deposit / withdrawal information acquired by the deposit / withdrawal acquisition unit, the account item identification information acquired by the account item input unit, and the category identification information acquired by the category input unit in association with each other Registration means for storing in the storage means;
The deposit / withdrawal information stored in the management storage means is aggregated for each category based on the category identification information associated with the deposit / withdrawal information, and the aggregated deposit / withdrawal information is displayed for each category. Analysis means to
Facility management program to function as. Computer
Facility information storage means for storing facility identification information for specifying a facility and usage information for specifying the usage of the facility in association with each other;
A facility selection means for displaying a list for selecting a facility associated with the facility identification information, and acquiring the facility identification information of the facility selected from the list;
Further function as
The related storage means stores the usage information, the account item identification information, and the classification identification information in association with each usage of the facility,
The classification information input unit acquires the usage information associated with the facility identification acquired by the facility selection unit from the facility information storage unit, and the usage information and the account item input unit acquire the usage information. The category identification information associated with the account item identification information is acquired from the related storage means, the category name information associated with the acquired category identification information is acquired from the category storage means, and the category name information 6. The classification identification information associated with the classification name information selected as the classification of the input deposit / withdrawal information is acquired from the displayed classification name information. The facility management program described. Computer
With respect to deposit / withdrawal information selected from the plurality of deposit / withdrawal information stored in the management storage means, an input as a plurality of deposit / withdrawal information obtained by dividing the deposit / withdrawal amount is received, and the account item storage The plurality of account name information stored in the means is displayed, and the account name information selected as the account item of the plurality of deposit / withdrawal information from the displayed plurality of account name information is associated with the account name information Account item identification information is acquired from the account item storage means, the selected deposit / withdrawal information is rewritten with the plurality of deposit / withdrawal information, stored in the management storage unit, and associated with the stored deposit / withdrawal information. The facility management program according to claim 5 or 6 further functioning as a course transfer means for storing the acquired account title identification information in the management storage means. Computer
Further function as a predicting means for predicting, for each category, deposit / withdrawal information related to deposit / withdrawal generated by facility management based on the unit price of facility management and the update timing of the facility management,
The said analysis means displays the deposit / withdrawal information estimated by the said prediction means with the said aggregated deposit / withdrawal information for every said division, The said any one of Claims 5-7 characterized by the above-mentioned. Facility management program.

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