JP2008146115A - Estimated price determination system - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To easily determine whether an estimated price is appropriate for a person who requests formation/presentation of an estimate or not in a short time while reducing the labor hour required for examination of the estimate. <P>SOLUTION: In the estimated price determination system, the quantity of each transaction object item contained in estimate information described in the estimate is extracted, a unit price of each transaction object item is extracted from budget information including information related to unit price based on the past transaction contracts for each of a plurality of transaction object items used for estimation, a budget amount calculated by multiplying the both is determined comparatively with a discount rate application amount obtained by multiplying the estimated price described in the estimate by a discount rate applied in the past transaction contracts, and the result of the comparative determination is output. <P>COPYRIGHT: (C)2008,JPO&INPIT

Description

  In the present invention, a person who purchases a product, a person who requests the provision of labor such as construction / work, etc., when a transaction consisting of buying and selling of goods, work such as construction, etc. is performed, Judgment is made by comparing with the budget amount calculated based on the past business contract whether the estimated price described in the estimate requesting to be submitted to the seller / deliverer, construction / work contractor, etc. is appropriate Regarding technology.

  A person who purchases a product, or who requests the provision of labor such as construction or work before a transaction consisting of buying and selling of goods, work such as construction, etc. is performed is a product seller / delivery Requesting a contractor, a construction / work contractor, etc. to submit a quotation that includes estimate information including the quantity of the item to be traded, the unit price of the item to be traded, and the estimated price. And the person who purchases the product, the person who requests the provision of labor such as construction and work, examines the contents of the transaction target item described in the estimate, the unit price, the estimated price, and sometimes after negotiating discounts, Orders and contracts are made.

  In this way, quotations are an important document in commerce, and the side that received the request for quotations should make preparations so that there are no deficiencies in the preparation, and request the provision of labor such as planning to purchase products, construction / work etc. Those who request the creation / submission of an estimate on a schedule need to consider whether the contents of the estimate and the price are appropriate, both of which require a great deal of effort to examine the contents regardless of the transaction amount. I need it.

Therefore, in order to reduce the labor of the estimate making side, a technique has been proposed in which the estimate is recorded in the database, and the price data including the unit price of the required product is extracted to create the estimate ( For example, see Patent Document 1.)
JP2003-256589A

  According to the technique described in the above-mentioned patent document 1, it is supposed that it is possible to create an estimate form and an estimated unit price accurately and quickly using an estimate issued in the past.

  However, the above technology supports the preparation of quotations, and each of them receives a large number of quotations from multiple suppliers, and examines the content and price (planned to purchase products, construction / work, etc.) It was not intended to reduce the effort required to review the estimate for those who requested to provide and submit an estimate.

  In addition, even if you use the data of estimates received in the past, it is necessary to search for a number of consideration items (quantity of multiple transaction target items and unit price of the transaction target items included in the estimate). Therefore, a new effort is required for the use itself, and it is not easy to shorten the examination time.

  The present invention is a plan to purchase a product, a request to provide labor such as construction and work, etc., and a person who requests the preparation and submission of an estimate (consideration of the estimate price, included in the estimate) Multiple transactions that are included in the quotation, starting with the estimated price, etc. If it is possible to easily and quickly determine whether the target item and its quantity, the unit price of the target item, etc. can be judged as appropriate for the person requesting the creation / submission of an estimate. In addition, an estimate that makes it possible to easily and quickly determine whether the estimated amount considering past transaction results is appropriate for the person requesting the creation / submission of an estimate. Price It has the purpose to provide a determination system.

  In order to achieve the above object, the present invention proposes an estimated price determination system for determining whether or not the estimated price described in the estimate is appropriate, and includes input means, estimated information recording means, and budget information described below. It comprises recording means, budget amount calculation means, determination means, and control means.

  The input means is a person who inputs estimate information including information including the quantity of the transaction target item described in the estimate, the unit price of the transaction target item, and the estimated price.

  The estimate information recording means records the estimate information input by the input means.

  Budget information recording means, for each transaction item of a plurality of transaction items used for estimation, information about the unit price created based on the past transaction contract, and information about the discount rate made in the past transaction contract The budget information including is recorded.

  The budget amount calculation means extracts the quantity of each transaction target item included in the estimate information, and calculates the unit price of each transaction target item included in the estimate information recorded in the budget information recording means. The budget amount is calculated by multiplying and adding the extracted quantity of each transaction target item and the unit price of each extracted transaction target item.

  The determination means calculates a discount rate application amount obtained by multiplying the estimated price described in the estimate by the discount rate, and compares and determines the discount rate application amount and the budget amount. The result of determination is output.

  The control means controls each means.

  If the transaction item described in the estimate is a person who requests the creation / submission of an estimate, and is a person who plans to purchase a product, generally, for example, the device, machine, It becomes a product like equipment.

  In addition, if the person who requests the creation / submission of an estimate is a person who requests the provision of labor such as construction / work, it will be used for the construction / work, and the provision of labor such as construction / work shall be provided. This includes equipment, machines and equipment that must be purchased as the equivalent of actual expenses when receiving the work, and the personnel required for the construction and work (number of people engaged in construction and work, total number of people).

  Furthermore, the unit price of the item to be traded is the unit price of the device, machine, or device, the unit cost of working hours required for construction or work, the unit price of working days, and the like.

  In the budget information recorded in the budget information recording means, information on the unit price created based on the past transaction contract for each transaction target item of the plurality of transaction target items used for estimation is the past transaction contract The amount is determined based on actual results.

  For example, when the transaction for requesting the creation of an estimate is a purchase / purchase contract for a product such as a device, machine, or device, the average price of the product such as the device, machine, or device in the past transaction contract is used.

  In addition, if the transaction requesting the creation of an estimate is provision of labor such as construction / work, it is used for the construction / work and purchased as an equivalent to the actual cost when receiving provision of labor such as construction / work. The average price of products such as equipment, machines, and equipment that must be provided, the average unit cost of working hours and the average unit number of working days required for the construction and work.

  In addition, based on past transaction contracts, each transaction target item of a plurality of transaction target items used for estimation is not limited to the average price, but based on a plurality of past transaction results. It is also possible to prepare information on the unit price that has been created.

  Furthermore, the information regarding the unit price created based on the past transaction contract for each transaction target item of the plurality of transaction target items used for the estimation can be separately prepared and prepared for each business partner. .

  The transaction target item is given a predetermined identification symbol for each transaction target item, and using this identification symbol, estimate information is recorded in the estimate information recording means, and budget information is also recorded for each transaction target item. Budget information recording means can be obtained by using a predetermined identification symbol assigned to each.

  According to the estimated price determination system of the present invention, the amount of each transaction target item included in the estimate information described in the estimate is recorded in the budget information recording means by the process performed by the budget amount calculating means. The budget amount is calculated by multiplying and multiplying by the unit price of each transaction target item included in the estimated information.

  Then, the discount rate applied in the past transaction contract recorded in the budget information recording means is multiplied by the estimated price described in the estimate to calculate the discount rate applied amount, and the discount rate applied amount And the process of comparing and determining the budget amount is performed by the determination means.

  Therefore, the person who requested the preparation / submission of the estimate due to the purchase of the product, the request for the provision of labor such as construction / work, etc. can easily and quickly review the estimate (estimated price). Are included in the estimate, starting with the estimated price, etc.), reviewing the validity of the transaction items and quantities included in the estimate, and examining the unit price of the transaction items. It is possible to determine whether or not the plurality of transaction target items and their quantities, the unit price of the transaction target items, and the like can be determined as appropriate for the person who requested the creation / submission of the estimate.

  In particular, the comparison / determination by the determination means is performed by multiplying the discount rate recorded in the past transaction contract recorded in the budget information recording means by the estimated price described in the estimate. Since the applied amount and the budget amount are compared and determined, it is possible to easily make a determination with reference to past transaction results.

  Note that the discount rate recorded in the past transaction contracts recorded in the budget information recording means may differ depending on the entity that created the estimate. It can be recorded in the budget information recording means in association with the.

  Further, by adopting the system configuration as described above, a ratio of the difference between the budget amount and the discount rate application amount to the budget amount is added to the display of the result of the comparison determination, and the difference is estimated. It is possible to make it easier to determine whether it is acceptable for the person who requested the creation / submission of.

In other words, not only comparing the budget amount with the discount rate application amount, but also displaying the ratio of the difference in the budget amount together with the amount of difference, even if it exceeds the budget amount, it can be treated as an acceptance process depending on the degree of deviation. It becomes possible. For example, if the discount rate application amount exceeds the budget amount and is within a predetermined range, the discount rate application amount can also be defined as the handling of order acceptance. The estimated price determination system of the present invention described above The budget information, or the budget information and the discount rate can be updated every predetermined period.

  By doing so, it is possible to always calculate the budget amount and the discount rate application amount based on the latest data, and to perform an appropriate process in accordance with the actual situation.

  Note that the determination result obtained by comparing the discount rate application amount and the budget amount can output, for example, that the discount rate application amount is less than the budget amount or exceeds the budget amount.

  This makes it possible for a person who has requested the creation and submission of an estimate to facilitate, for example, an acceptance process when the discount rate application amount is less than or equal to the budget amount, and a price negotiation process and allocation when the amount exceeds the budget amount. Study processing is possible.

  According to the present invention, a person who requests the preparation / submission of a quotation, such as a plan to purchase a product or a request to provide labor such as construction or work, etc., examines a quotation (consideration of an estimated price, a quotation). (2) Examination of the validity of multiple transaction target items and their quantity, and the unit price of the transaction target items, etc. It is easy to determine in a short time whether or not the transaction target item and its quantity, the unit price of the transaction target item, etc. can be judged as appropriate for those who request the creation and submission of the estimate. Estimate based on past transaction performance (ie, discount rate applied by multiplying the discount rate made in the past transaction contract by the estimated price stated in the estimate) Who request creation / submission of Whether or not these can be determined that the proper taking, simple, and it is possible to provide an estimated price determination system that makes it possible to determine in a short period of time.

  In other words, referring to the estimate information described in the estimate and using the past accumulated transaction contracts, the budget considering the transaction target items, quantity, unit price, etc. described in the estimate As well as calculating the amount, you can compare and determine the discount rate applied amount calculated by multiplying the discount rate made in the past transaction contract by the estimated price stated in the estimate, and the budget amount. It becomes easy to examine the price of the estimated amount with reference to past transaction results, and it is possible to process quickly and appropriately.

  Hereinafter, preferred embodiments of the present invention will be described with reference to the accompanying drawings.

  FIG. 1 is an overall configuration diagram of an embodiment of an estimated price determination system according to the present invention. As shown in FIG. 1, the server 1 and the terminal device 2 can be connected via a communication line 3.

  In FIG. 1, only one terminal device 2 is shown, but the present invention is not limited to this, and a plurality of terminal devices 2 are generally used. The communication line 3 may be either a dedicated line or a public line such as the Internet, or may be in a form in which the terminal device 2 is directly connected to the server 1.

  The server 1 includes a communication unit 11 that transmits / receives information to / from the terminal device 2, an estimate information storage unit (estimate information recording unit) 12, a budget information storage unit (budget information recording unit) 13, a budget amount calculation unit 15, and a determination unit 16. And control means 17 for controlling each means.

  Here, the estimate information storage means (estimate information recording means) 12 is described in an estimate document submitted by a business partner (a person who sells, delivers / delivers products, or provides labor such as construction / work). The estimated information including the quantity of the transaction target item, the unit price of the transaction target item, and the estimated price is recorded.

  Budget information storage means (budget information recording means) 13 includes information on unit prices created based on past transaction contracts and past transaction contracts for each transaction target item of a plurality of transaction target items used for estimation. Budget information including information on the discount rate performed is recorded.

  The budget amount calculation means 15 extracts the quantity of each transaction target item included in the estimate information and the unit price of each transaction target item included in the estimate information recorded in the budget information recording means Is multiplied by the extracted quantity of each transaction target item and the unit price of each extracted transaction target item, and integrated to calculate the budget amount.

  Then, the determination unit 16 obtains the discount rate made in the past transaction contract recorded in the budget information storage unit (budget information recording unit) 13 by multiplying the estimated price described in the estimate. The discount rate application amount is calculated, the discount rate application amount is compared with the budget amount, and the result of the comparison determination is output.

  The server 1 can be composed of general-purpose machines such as personal computers and workstations and peripheral devices such as communication devices. Among these, the communication means 11 corresponds to a communication device such as a modem and transmits / receives information to / from the terminal device 2.

  The estimated information storage unit 12 and the budget information storage unit 13 correspond to storage devices such as hard disks in a computer, but are not limited to this, and may be external storage devices or other storage devices such as CDs and DVDs.

  The control means 17 composed of a CPU, RAM, etc. of the computer can realize the above-described functions such as the budget amount calculation means 15 and the determination means 16 by executing a predetermined processing operation by a predetermined computer program. it can.

  FIG. 2 is a diagram showing an example of a budget amount calculation charge table stored in the budget information storage means (budget information recording means) 13.

  Fig. 2 shows the case where the person who requests the client to create and submit an estimate is the target of the transaction for each construction required for the maintenance of the thermal power plant. Charges (unit price) are listed for each item.

  Specifically, labor costs, etc., labor costs, material costs for replacement parts, etc., and usage fees for equipment used in the construction are subdivided. ing. As will be described later, this identification symbol can be used to specify each item of the estimate when inputting estimate information.

  Each transaction target item and its unit price described in the budget calculation fee table shown in FIG. 2 is an amount determined based on a past transaction contract, and each item for a predetermined period in the past. Average amount is recorded.

  In addition, each transaction target item and its unit price described in this budget amount calculation fee table may be determined and applied for each supplier (customer), and the unit price of each transaction target item is a predetermined amount. A range is given, and the budget amount as the sum total can also be used for determination. Further, the budget calculation fee table can be updated at regular intervals and replaced with the latest transaction contract.

  FIG. 3 is an example of a list of discount rates for each supplier (customer) in the above-mentioned maintenance contract of the thermal power plant, and this information is also stored in the budget amount information storage means 13.

  In the discount rate list illustrated in FIG. 3, the discount rate for each ordering party (customer) and the conditions for discounting are recorded as special notes. For example, when there are items to be discounted and items that are not discounted, the conditions for discounting are classified into the target items, and when the discount is limited to a period, the fact is recorded. The application of the discount rate will be described later.

  The terminal device 2 is determined by the communication unit 21 that transmits / receives information to / from the server 1, the input unit 22 that inputs the estimated information recorded in the estimated information storage unit 12 of the server 1, and the determination unit 16 of the server 1, and outputs Display means 23 for displaying the results and control means 25 for controlling the functions of these means.

  That is, the terminal device 2 includes a general-purpose machine (for example, a personal computer) incorporating a CPU, RAM, and the like as control means, a communication means 21 as a communication device such as a modem, and an input means 22 such as a pointing device and a keyboard. And display means 23 such as a liquid crystal display.

  Next, an example of processing operation by the estimated price determination system of the present invention will be described with reference to the drawings.

  FIG. 4 is a flowchart for explaining an example of the processing operation by the estimated price determination system of the present invention.

  As shown in FIG. 4, the person in charge of estimating the estimated price submitted by the supplier inputs the description content from the input means 22 as estimated information (S1). At the time of input, an identification symbol shown in FIG. 2 is added to the transaction target item described in the estimate, and it is input together with the unit price.

  FIG. 5 is a diagram showing an example of the estimate information input field, which is displayed on the liquid crystal screen as the display means 23.

  In the estimate information input field, the name of the estimate creator, that is, the trading company, is entered at the top of the estimate information input field together with the identification code. This identification code is a symbol given for identification by a company or the like who has received an estimate to a business partner.

  Then, the date of creation of the estimate and the expiration date of the estimated price are entered, and the items below are the transaction target items (for example, labor costs, material costs, etc.), their identification symbols, quantity, unit price ( Amount), and the estimated price, which is the total amount of these.

  When inputting each item described in the estimate, a pull-down selection formula on the input screen can be adopted. In this way, it is possible to facilitate the input of the estimated price person.

  The input estimate information is transmitted to the server 1 and recorded in the estimate information storage unit 12 under the control of the control unit 17 of the server 1.

  Next, the budget amount calculation means 15 extracts the unit price corresponding to the identification symbol of each transaction target item in the estimate information recorded in the estimate information storage means 12 from the budget information storage means 13 and calculates the budget amount ( S2).

  For example, in the case of construction where one micro switch at a predetermined position of a thermal power plant is replaced, the estimate includes one worker (A-02), one material cost micro switch (B-01) and equipment. Each price and total price of the usage fee (C-01) are described as estimated prices.

  In the estimate information, these items, identification symbols, prices, and the like are input from the estimate information input field of FIG. Then, the budget amount calculation means 15 extracts the amount corresponding to the identification symbol of each item included in the estimate information from the budget amount calculation fee table displayed in FIG. That is, one worker (A-02) 16,500 yen, one material cost micro switch (B-01) 5,000 yen, and equipment usage fee (C-01) 6,000 yen, total amount 27, 500 yen is calculated as the budget amount.

  Next, the determination means 16 extracts the discount rate of the supplier who submitted the estimate from the order supplier discount list recorded in the budget information storage means 13, and the estimate described in the estimate is obtained. A discount rate application amount is calculated by multiplying the price by the discount rate (S5).

  At this time, the program for calculating the discount rate application amount can take into account the application of special items in the discount rate list. In other words, in the case of P Corporation in Fig. 3, 5% is discounted from the estimated price, but for K Corporation, other than labor costs are subject to 7% discount, and labor costs are not subject to discount. Have been taken into account.

  Therefore, for example, if the product to be purchased for which an estimate is to be prepared or the content of the labor for which provision of labor has not been discounted in the past transaction with the submitter of the estimate, it will be included in the estimate. The quoted price itself may be the discount rate application amount.

  Subsequently, the determination unit 16 determines whether or not the calculated discount rate application amount is equal to or less than the calculated budget amount (S4).

  When the discount rate application amount is less than or equal to the budget amount, the fact is displayed by the display means 23 (S5). Therefore, if the discount rate application amount is less than the budget amount and the rules for acceptance processing are predetermined, the price The person in charge of the examination can quickly perform the subsequent processing, and the processing efficiency is improved.

  When the discount rate application amount exceeds the budget amount, that fact is displayed on the display means 23 (S6), and the person in charge of price review can, for example, instruct the relevant department in charge of individual negotiations. Rapid processing is possible.

  In this way, by inputting each item of the transaction contents described in the estimate in association with the identification symbol and the quantity and the amount, the corresponding budget amount is calculated from the data of the past transaction contract. The discount rate applied in the transaction contract is multiplied by the estimated price stated in the estimate, and the discount rate applied amount is compared with the budget amount, so the product purchase plan, construction / work, etc. Reduces the labor required for reviewing the estimate of the person who requests the preparation / submission of an estimate due to a request for provision of labor, etc., and multiple transaction items included in the estimate including the estimated price In addition, it is possible to easily and quickly determine whether the quantity, unit price of the item to be traded, etc. can be judged as appropriate for the person who requests the creation / submission of an estimate. In addition, consider past transaction performance. The estimated price (ie, the discount rate applied by multiplying the discount rate made in the past transaction contract by the estimated price stated in the estimate) is appropriate for those who request the creation and submission of the estimate Whether or not it can be determined can be easily determined in a short time.

  Also, by displaying the percentage of the budget amount and the discount rate application amount in the budget amount together with the judgment result, if the discount rate application amount exceeds the budget amount and is within the specified percentage, the price It can be handled as an acceptance process is possible.

  For example, when the budget amount is less than 10%, it is possible to handle such as accepting processing with the discount rate application amount, so that processing with a higher degree of freedom can be defined.

  In addition, in order to distinguish between the case where the difference exceeds the budget amount and the following case, a positive display is added to the percentage display when it exceeds the budget amount, and a negative display is added to the percentage display when it is less than the budget amount. To make it clearer. For example, when the discount rate application amount is far below the budget amount, it may be useful for finding an erroneous estimate or an input error.

  In the embodiment described above, the input unit and the display unit are provided in the terminal device. However, the input unit and the display unit may be directly connected to the server. In addition, there are a plurality of terminal devices installed in each of a plurality of price reviewers, and there is no particular limitation on the number of terminal devices.

  The preferred embodiments of the present invention have been described above with reference to the accompanying drawings. However, the present invention is not limited to such embodiments, and various forms are possible within the technical scope grasped from the description of the claims. Can be changed.

  For example, the processing by the estimated price determination system of the present invention is not limited to the examination of the estimated price in the advance contract, and can be applied to the examination of the price after ordering, for example, the construction requiring urgentness. Can do.

The figure explaining an example of the whole structure of one Embodiment of the estimated price determination system of this invention. The figure showing an example of the fee table for budget amount calculation. The figure showing an example of the list of the discount rates for every order supplier. The flowchart explaining an example of the processing operation by the estimated price determination system of this invention. The figure showing an example of the estimate information input column.

Explanation of symbols

DESCRIPTION OF SYMBOLS 1 Server 2 Terminal apparatus 12 Estimate information storage means 13 Budget information storage means 15 Budget amount calculation means 16 Judgment means 17 Control means 22 Input means 23 Display means

Claims (4)

An estimated price determination system for determining whether or not an estimated price described in an estimate is appropriate,
An input means for inputting estimate information composed of information including the quantity of the transaction target item described in the estimate sheet, the unit price of the transaction target item, and the estimated price;
Estimate information recording means for recording the estimate information input by the input means;
Budget information including information on unit prices created based on past transaction contracts and information on discount rates made in past transaction contracts for each of the transaction target items of a plurality of transaction target items used for estimation Budget information recording means to be recorded,
Extract the quantity of each transaction target item included in the estimate information, extract the unit price of each transaction target item included in the estimate information recorded in the budget information recording means, and extract the extracted A budget amount calculation means for multiplying the quantity of each transaction target item by the unit price of each extracted transaction target item and calculating the budget amount by multiplying the unit price;
The discount rate applied amount obtained by multiplying the estimated price described in the estimate by the discount rate is calculated, the discount rate applied amount is compared with the budget amount, and the result of the comparison determination is obtained. Determining means for outputting;
An estimated price determination system comprising control means for controlling each means.   2. The estimation according to claim 1, wherein the determination unit outputs the result of the comparison determination by adding a ratio of the difference between the budget amount and the discount rate application amount to the budget amount. Price judgment system.   3. The estimated price determination system according to claim 1, wherein the budget information is updated every predetermined period.   3. The estimated price determination system according to claim 1, wherein the budget information and the discount rate are updated every predetermined period.

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