JP2010244395A - Quotation decision system and program - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To flexibly alter a decision method in accordance with the contents of quotation information so as to make an efficient decision. <P>SOLUTION: Quotation information, which includes an quotation amount and quotation conditions which are inputted from the outside, is registered with a quotation information database 11, and at least one or both of the quotation amount or the quotation conditions in the registered quotation information are compared for evaluation with a quotation standard value of a quotation standard database 10, and then a manual decision or an automatic decision is made on the basis of the evaluation. When the result of the determination indicates the automatic decision, the decider information of decided quotation information, which is registered in the quotation information database 11, is acquired, and the automatic decision is made with the acquired decider information as the decider information of the quotation. <P>COPYRIGHT: (C)2011,JPO&INPIT

Description

  The present invention relates to an order estimate decision system and an order estimate decision program that perform decision processing on inputted order estimate information.

  2. Description of the Related Art Conventionally, there is a known system in which a server that preliminarily stores approval condition information for an approval item such as order estimate information determines an approval item input from a client terminal connected via a network based on the approval condition information. Yes.

  For example, a first storage unit that records approval condition information that includes whether or not to approve approval item information, and approval of approval item information based on the approval condition information in the first storage unit A screening means for screening whether to give, a processing execution means for executing processing according to the screening result by the screening means, and a management means for updating the approval condition information in the first storage means, the screening means Includes a determination unit that performs approval / non-approval determination, and a process determination unit that determines a process to be performed by the process execution unit according to the determination result of the determination unit, and the process execution unit notifies the approval requester There is known an electronic approval device including an approval case execution requesting unit for requesting execution of contents related to an approval item to a request destination (Japanese Patent Laid-Open No. Hei 8-161395). reference).

  With the configuration described above, for the approval item information arriving at the electronic approval device, the determination unit of the examination unit approves the approval item information based on the approval condition information in the first storage unit. Judge whether to approve or disapprove. The process determining unit of the examination unit performs approval condition information in the first storage unit for processing to be performed by the notification unit, the communication unit, and the approval item execution request unit of the approval execution unit according to the approval or non-approval determination by the determination unit. Determine based on. The notification unit of the process execution unit notifies the approval requester of the approval / non-approval result for the approval item in accordance with the determination of the process determination unit. In response to the determination, the communication unit of the process execution means notifies the approval / non-approval decision person of the approval / non-approval result of the approval case and the approval case information. Then, the approval item execution request unit of the process execution means requests the request destination to execute the contents related to the approval item in accordance with the determination. Note that the approval condition information referred to in the approval item information examination is given to the electronic approval device separately from the approval item information in advance, and the management unit updates the approval condition information in the first storage unit.

JP-A-8-161395

  However, the above-described conventional technology has a configuration described below in which approval condition information is registered in advance to determine approval / non-approval of approval item information.

(1) In the case of a simple purchase request, approval conditions can be set from the accumulation of approval / non-approval results in the previous approval process, but in the case of approval / non-approval for a new order quotation decision , Before setting approval conditions, it is necessary to review the approval matter between the requester of approval and the approval / non-approval decision maker, and confirm the approval conditions. The efficiency of examination (time reduction) cannot be achieved.

(2) In the case of non-approval, it is necessary to adjust the approval condition and the approval item again, then update the approval condition and request the approval item, which requires two steps.

  Therefore, in view of the above-described problems of the conventional technology, the present invention provides an order estimate settlement system and an order estimate settlement program that can flexibly change the settlement method according to the contents of the order estimate information and can efficiently perform the settlement. Objective.

  An order estimate settlement system according to the present invention stores an order estimate information database for storing order estimate information including an estimated order amount and an estimate condition, an estimated estimate reference value related to the estimated order amount and the estimate condition, and an approval workflow. An estimate decision reference database, an order estimate information registration unit for registering the order estimate information input from the outside in the order estimate information database, and at least the order estimate amount or the estimate condition of the registered order estimate information An order estimate / decision determination unit that determines manual approval or automatic approval based on a comparison evaluation between one or both and the estimated approval criteria value in the estimated approval criteria database; and when the determination result is automatic approval, The authorizer information of the accepted order estimate information registered in the order estimate information database In addition, when the result of determination in the order estimate automatic decision making section and the order estimate decision making section is manual decision, manual decision processing is performed. And an order estimate manual approval section.

  An order estimate settlement program according to the present invention stores an order estimate information database for storing order estimate information including an estimated order amount and an estimate condition, an estimated estimate reference value for the estimated order amount and the estimate condition, and an approval workflow. An order estimate information registration step of registering the order estimate information input from the outside in the order estimate information database in a computer comprising an estimate decision reference database, and the estimated order amount of the registered order estimate information or An order estimate decision step for performing manual decision or automatic decision based on comparison evaluation between at least one or both of the estimate conditions and the estimate decision reference value in the estimate decision reference database; and If the result of the determination is automatic approval, the order estimate information An order estimate automatic decision step for obtaining the authorizer information of the order estimate information registered in the database and automatically making the authorizer information as the authorizer information of the order estimate information, and the order estimate When the result of determination in the approval determination step is manual approval, an order estimate manual approval step for performing manual approval processing is executed.

  According to the present invention, there are provided an order estimate settlement system and an order estimate settlement program that can flexibly change the settlement method in accordance with the contents of the order estimate information and can efficiently perform the settlement.

1 is a block diagram showing an example of the overall configuration of an order estimate settlement system according to an embodiment of the present invention. The figure which shows the main item examples regarding the information of the estimate decision reference value stored in the estimate decision reference database shown in FIG. The figure which shows the data example of the information of the estimation decision reference value stored in the estimate decision reference database shown in FIG. The figure which shows the example of main items regarding the order estimate information stored in the order estimate information database shown in FIG. The figure which shows the example of data of the order estimate information initially registered into the order estimate information database shown in FIG. The figure which shows the example of data after the update of order estimate information shown in FIG. The flowchart which showed the flow from preparation of order estimate information in the order estimate decision system which concerns on one Embodiment of this invention to decision. The flowchart which showed the flow of the determination process of the automatic approval in the order estimate approval determination part shown in FIG. The flowchart which showed the flow of the process of the automatic approval of the order estimate information in the order estimate automatic approval part shown in FIG. The flowchart which showed the flow of the process of the manual approval of the order estimate information in the order estimate manual approval part shown in FIG. The figure which shows the example of a screen of the approval inquiry displayed on display apparatuses, such as a display of the client terminal shown in FIG. The figure which shows the specific example of the order estimate final decision document in which the result of the order final decision was output as a document.

  Hereinafter, embodiments of the present invention will be described in detail with reference to the drawings. FIG. 1 is a diagram showing an example of the overall configuration of an order estimate settlement system 1 according to an embodiment of the present invention. As shown in FIG. 1, the order estimate decision system 1 includes an estimate decision reference database 10, an order estimate information database 11, an order estimate information management server 12, a network 13, and a client terminal 14. The order estimate settlement system 1 is configured as a server client system or a WebTop system, for example.

  The estimated approval criteria database 10 includes reference value information that is referred to in the approval processing by the order estimate approval system 1 such as an estimate approval reference value such as an estimated order amount and an estimate condition, and an approval workflow that is an approval route for receiving an order estimate. Generally, it consists of a relational database.

  The order estimate information database 11 includes the order number management number, the order name, customer name, sales price, planned production cost, planned profit margin, collection conditions, order date, planned shipping date, planned sales date. It includes various types of information related to order items such as date, department name of department in charge of order received, name of person in charge of order received, name of order estimate approver, distinction information of automatic approval or manual approval, and is generally composed of a relational database.

  The order estimate information management server 12 is a server for executing an order estimate decision application executed by the order estimate decision system 1. Here, the order estimate information management server 12 includes an order estimate information registration unit 121, an order estimate decision determination unit 122, an order estimate automatic decision unit 123, an order estimate manual decision unit 124, an input control unit 125, an output control unit 126, A quotation decision reference updating unit 127 is provided.

  The order estimate information registration unit 121 has a function of registering the order estimate information received from the input control unit 125 in the order estimate information database 11 as undecided and delivering the order estimate information to the order estimate decision determination unit 122.

  The order estimate decision determination unit 122 refers to the estimate decision reference value in the estimate decision reference database 10 and the accepted order estimate information registered in the order estimate information database 11 to determine whether or not the received order estimate can be automatically approved. It has a function to determine whether.

  The order estimate automatic decision part 123 performs automatic decision based on the accepted order estimate information registered in the order estimate information database 11 when it is determined by the order estimate decision unit 122 that automatic decision is possible. It has a function of adding information indicating that automatic approval has been made to the order estimate information and returning it to the order estimate determination unit 122.

  The order estimate manual approval unit 124 creates a request for approval of the order estimate when the order estimate determination unit 122 determines that automatic approval is not possible, and performs an approval workflow for the order estimate from the estimate determination reference database 10. It has a function of reading and receiving the approval request and the approval workflow to the output control unit 126.

  The order estimate manual approval unit 124 receives an answer to the approval request via the input control unit 125, and adds information indicating that the order estimate has been manually approved to the order estimate information to determine the order estimate approval. A function of outputting to the unit 122. Along with this, the order estimate decision determination unit 122 receives the order estimate information to which information indicating approval has been added from the order estimate automatic decision unit 123 and the order estimate manual decision unit 124, and updates the order estimate information database 11. To do. In other words, it is re-registered as finalized order estimate information.

  The input control unit 125 has a function of connecting to the client terminal 14 to receive the order estimate information and the answer to the approval request, and delivering them to the order estimate information registration unit 121 and the order estimate manual approval unit 124, respectively.

  The output control unit 126 is connected to the client terminal 14 and transmits the approval request received from the order estimate manual approval unit 124 to the client terminal 14 designated by the approval workflow received from the order estimate manual approval unit 124. It has the function to do.

  The estimated approval criteria update unit 127 has a function of maintaining and managing estimated approval criteria values and approval workflows in the estimate approval criteria database 10 in the order estimate information management server 12. Information on the estimated approval reference value and approval workflow is input from the client terminal 14 and is transferred to the estimated approval criterion updating unit 127 via the input control unit 125. In addition, the estimated approval criteria value and the setting value of the approval workflow are read from the estimated approval criteria database 10 by the estimated approval criteria update unit 127 and output (displayed) to the client terminal 14 via the output control unit 126.

  FIG. 2 is a diagram showing an example of main items related to information 200 of the estimated decision reference value stored in the estimated decision reference database 10 shown in FIG. 1, and a department identification that identifies a department to which the estimated decision reference value is applied. Code 201, lower limit value 202 and upper limit value 203 of sales price of order estimate, lower limit value 204 and upper limit value 205 of estimated production cost of order estimate, lower limit value 206 and upper limit value 207 of expected profit of order estimate, schedule of order estimate Lower limit 208 and upper limit 209 of profit rate, shortest deferment period 210 and longest deferment period 211 in the case of cash collection, shortest deferment period 212 and longest deferment period 213 in the case of bill collection, and other collection conditions 214 (cash, bills Etc.).

  The method for determining each item of the estimated decision reference value is as follows. When the order estimate information is updated in the order estimate information database 11, the difference between the sales price of the first order estimate and the updated sales price is calculated based on the sales price (lower limit) 202 of the quotation decision reference value and the sales price (upper limit). ) If it falls within 203, it is determined that automatic approval is possible. Similarly, regarding the planned production cost and the planned profit amount, the difference between the price of the initial order estimate and the updated price is the planned production cost (lower limit) 204, the planned production cost (upper limit) 205, and the planned profit amount, respectively. If it falls between (lower limit) 206 and the planned profit amount (upper limit) 207, it is determined that automatic approval is possible.

  Further, the updated profit rate is calculated, and if it falls within the planned profit rate (lower limit value) 208 and the planned profit rate (upper limit value) 209, it is determined that automatic approval is possible. In addition, the updated cash deferment period and bill deferment period are a cash deferment period (shortest period) 210 and a cash deferment period (longest period) 211, a bill deferment period (shortest period) 212 and a bill deferment period (longest period) 213, respectively. If it falls in between, it is determined that automatic approval is possible. As the collection condition 214, a denomination such as cash, bills or total cash is designated. Only when it is determined that automatic approval is possible for all items, it is determined that automatic approval is possible.

  In addition, the estimate decision reference database 10 stores a plurality of estimate decision reference value information 200. When the order estimate automatic decision unit 123 makes an order estimate decision, the estimate decision of the department to which the order estimate information is input. The reference value information 200 is searched and extracted for use. A plurality of estimate decision reference value information 200 may be set for one department.

  FIG. 3 is a diagram showing an example of data of the estimate decision reference value information 200 stored in the estimate decision reference database 10 shown in FIG. 1, and the same reference numerals as those in FIG. 2 indicate the same items. Here, it is shown that when the sales price is within 1 million yen of the initial price, it is determined that automatic approval is possible. In addition, when the scheduled profit rate after the update is within the range of 125% to 135%, it is determined that automatic approval is possible, and only when the denomination is cash and bills, it is determined that automatic approval is possible.

  4 is a diagram showing an example of main items related to the order estimate information 300 stored in the order estimate information database 11 shown in FIG. 1, and the same reference numerals as those in FIG. 2 denote the same items. The property number 301 is a character string such as a unique alphanumeric character assigned on the system side when the order estimate information is first registered in the order estimate decision system 1. Even if the order estimate information is updated, it is not changed. The update number 302 is a number automatically assigned on the system side, and 0 (zero) is assigned when the order estimate information is registered for the first time, and 1 is added every time the order estimate information is updated.

  The property name 303 and the customer name 304 are information set by the sales staff at the time of order estimate information registration. The sales department identification code 305 is an identification code of the department to which the sales representative who registered the order estimate information belongs. The salesperson code 307 is an identification code of the salesperson who registered the order estimate information. The sales department identification code 305 and the salesperson code 307 are automatically set by the system when the salesperson logs in to the order estimate settlement system 1 from the client terminal 14.

  The technical department identification code 306 and the technical staff code 308 are information set as the technical staff information of the property when the sales staff inputs the order estimate information. The approver code 309 is an identification code of the officer or approval authority who approved the order estimate information. The system automatically sets when the official or approval authority logs in to the order estimate approval system 1 from the client terminal 14 in order to process the approval request.

  The automatic / manual approval distinction 310 is information for distinguishing whether the order estimate information is automatic approval or manual approval. The selling price 311 is the selling price of the property. The manufacturing cost 312 is the manufacturing cost of the property. The sales person inputs the sales price 311 and the manufacturing cost 312 from the client terminal 14. The profit rate 313 is automatically calculated on the system side based on the sales price 311 and the manufacturing cost 312.

  The collection condition 314 is a collection condition of the property, and is a denomination type at the time of collection agreed with the customer. The cash deferment period 315 and the bill deferment period 316 are the deferment periods of cash or bills of the property agreed with the customer, respectively. The data registration date 317 is the date when the order estimate information is first registered in the order estimate decision system 1, and is automatically set by the system. Even if the order estimate information is updated, it is not changed. Note that the sales representative inputs the collection condition 314, the cash deferment period 315, and the bill deferment period 316 from the client terminal 14.

  The data update date 318 is the date when the order estimate information is updated, and is automatically set by the system. Set each time the order estimate information is updated. The data update date 318 is updated with the approval also regarded as an update. The order date 319 is the date on which the property was ordered, and is input from the client terminal 14 by the sales representative. The approval date 320 is the date on which the order estimate information is approved, and is set automatically by the system.

  The planned shipping date 321, the planned installation date 322, and the planned sales date 323 are the planned shipping date, the planned installation date, and the planned sales date, respectively. Shipment date (actual) 324, installation date (actual) 325, and sales date (actual) 326 are the actual shipping date, installation work execution date, and date of sales processing, respectively. Day. The planned shipping date 321, the planned installation date 322, the planned sales date 323, the shipping date (actual) 324, the installation date (actual) 325, and the sales date (actual) 326 are: The sales representative inputs from the client terminal 14.

  FIG. 5 is a diagram showing an example of data of the order estimate information 300 initially registered in the order estimate information database 11 shown in FIG. 1. For example, a sales representative (employee code = AA0010) has a new order estimate. This is information that has been entered into the order estimate settlement system 1 and finalized (approved) by the author. Reference numerals common to those in FIG. 4 indicate the same items.

  On the other hand, FIG. 6 is a diagram showing an example of data after the order estimate information 300 shown in FIG. 5 is updated. Here, for example, the sales price will be reduced by 500,000 yen through negotiations between the customer and the sales, and the technical staff closely examined the estimate of the manufacturing cost and found that the cost can be reduced by 200,000 yen. 20, it is assumed that the order estimate information is updated by the order estimate decision system 1 and the estimate decision is performed. When the approval process is performed based on the estimated approval standard value shown in FIG. 3, there is an estimated approval standard value that matches the sales department identification code 304 (AABBCC1001) of the update data. It is determined whether automatic approval is possible based on the reference value. Here, the difference from the order estimate information at the time of initial registration shown in FIG. 5 is “sales price = −500,000, manufacturing cost = −200,000, scheduled profit = −300,00”, and after the update. The profit margin is 128%. Therefore, since all of the sales price 310, the manufacturing cost 311 and the profit margin 312 are within the lower limit value and the upper limit value of the estimated approval standard value, it can be determined that automatic approval is possible, and “update number = 1, automatic approval” / Manual approval distinction = automatic approval, sales price = 12,500,000, manufacturing cost = 9,800,000, profit rate = 128%, data update date = 2008/11/20, approval date It is shown that the date is updated to "day = 2008/11/20".

  Here, the order estimate information management server 12 and the client terminal 14 display a CPU (Central Processing Unit) (not shown), a storage unit such as a memory and a hard disk, an input device such as a keyboard, a pointing device such as a mouse, and a display. It is assumed that a computer including a device, a communication device, and the like is applied, and each communication device is appropriately connected via the network 13.

  In addition, at least the order estimate information registration unit 121, the order estimate decision determination unit 122, the order estimate automatic decision unit 123, and the order estimate manual decision unit 124 in the order estimate information management server 12 are stored in the above-described storage unit (the program ( Software) and hardware such as a CPU. In FIG. 1, the client terminal 14 is connected to the order estimate information management server 12 via the network 13, but may be directly connected to the input control unit 125 and the output control unit 126.

  FIG. 7 is a flowchart showing a flow from the creation of the order estimate information to the decision in the order estimate decision system 1 according to the embodiment of the present invention. Now, when there is an estimate request based on an order from a customer, the sales representative first creates order estimate information using the order estimate decision system 1 shown in FIG. The sales representative connects the client terminal 14 shown in FIG. 1 to the order estimate information management server 12, and the property name, customer name, sales price (order price), planned manufacturing cost (the manufacturing cost is usually a technical department) Calculated by the person in charge and contact the sales representative), expected profit ratio, distinction of cash or bills as collection conditions and their deferment period, other collection conditions, date of order received, shipping date desired by customer Enter the date, planned sales date, etc. The sales department name, technical department name, and each department identification code are automatically entered, but may be entered from a keyboard or the like. Further, the order estimate information is assigned a unique management number (property number) by the order estimate settlement system 1, and update number = zero is set for new order estimate information. The update number is counted up every time the order estimate information is updated. When the input is completed, an application for final order estimate is applied (S701).

  Next, the order estimate information input from the client terminal 14 is processed by the order estimate information registration unit 121 via the input control unit 125 of the order estimate information management server 12. The order estimate information registration unit 121 registers the order estimate information as undecided in the order estimate information database 11 once (S702), and then delivers it to the order estimate decision determination unit 122.

  Next, the order estimate decision determination unit 122 compares the order estimate information with the estimate decision reference value information 200 to determine whether automatic decision is possible (S703). If it is determined that automatic approval is possible (“Yes” in S704), the order estimate automatic approval unit 123 adds information indicating that automatic approval has been made to the order estimate information (S705). On the other hand, if it is determined that automatic approval is not possible (“No (manual approval)” in S704), the order estimate manual approval unit 124 adds information indicating that manual approval has been made to the order estimate information (S706). .

Then, the order estimate approval determination unit 122 sets the order estimate information database 11 with the order estimate information to which the name of the authorizer and the automatic / manual decision distinction information are added by the order estimate automatic decision unit 123 and the order estimate manual decision unit 124. FIG. 8 is a flowchart showing the flow of the automatic decision making process in the order estimate decision making unit 122 shown in FIG. 1, and S703 (evaluating the order estimate information in FIG. 7). The process of determining the decision method is detailed.

  First, the order estimate decision unit 122 determines whether the order estimate information has been approved for the first time (S801). If it is determined that this is the first time (“Yes” in S801), the order estimate is processed as manual approval (S807). On the other hand, if it is determined that it is not the first time (“No (change of accepted order estimate information)” in S801), the estimate decision reference value information 200 that matches the department identification code included in the order estimate information is estimated. Search and extract from the approval criteria database 10 (S802).

  Next, it is determined whether or not there is information 200 of an appropriate quotation decision reference value (S803). If it is determined that there is no appropriate estimate decision reference value information 200 (“No” in S803), the order estimate is processed as a manual decision (S807). On the other hand, when it is determined that the appropriate estimate decision reference value information 200 exists (“Yes” in S803), it is determined whether the order estimate information satisfies each item of the estimate decision reference value information 200 or not. Evaluate (S804). A specific evaluation method is, for example, if the sales price (order price) of the order estimate information is not less than the lower limit value 202 of the sales price of the estimate decision reference value information 200 and not more than the upper limit value 203, the estimate decision criterion. Judge that the value is satisfied. In the same manner, the estimated manufacturing cost, the estimated profit rate of the order estimate information, the distinction of cash or bills as collection conditions, and the corresponding items 204 to 213 of the estimated decision reference value information 200 for each deferment period are compared and verified. It is then determined whether or not the estimated decision criteria value is satisfied. In addition, it is determined whether or not the estimated decision criteria value is satisfied by comparing and collating whether or not the other collection conditions of the order estimate information match the other collection conditions 214 of the estimate decision criteria value information 200. .

  Next, it is determined whether or not the order estimate information satisfies all the quotation decision reference values (S805). Here, if it is determined that all the quotation decision reference values are satisfied (“satisfied” in S805), the order estimate is processed as an automatic decision (S808). On the other hand, if it is determined that there is an item that does not satisfy the estimated approval criteria value ([not satisfied] in S805), information about the next estimated approval criteria value 200 including the same department identification code is obtained from the estimated approval criteria database 10. Search and extract.

  It is determined whether or not there is information 200 on the next quotation decision reference value (S806). If it is determined that there is information 200 on the next quotation decision reference value (“Yes” in S806), an order estimate is obtained. Evaluation / determination is performed as to whether or not the information satisfies the estimated decision reference value for the next estimate decision reference value information 200. On the other hand, if it is determined that there is no next estimate decision reference value information 200 (“No” in S806), the order estimate is processed as a manual decision (S807).

  FIG. 9 is a flowchart showing the flow of the automatic approval process of the order estimate information in the automatic order estimate determination unit 123 shown in FIG. 1, and details the process of S705 (automatic approval of the order estimate) in FIG. It is.

  First, the order estimate automatic decision part 123 accesses the order estimate information database 11 and searches for accepted order estimate information having the same property number or property name as the order estimate information. When a plurality of approved order estimate information is retrieved, the one with the largest update number (order estimate information to which the latest update number is assigned) is extracted (S901). The name of the authorizer is extracted from the extracted order estimate information that has been finalized, and the authorizer name is added to the order estimate information (S902). Then, the approval method of the order estimate information is recorded as automatic approval (S903), and the process ends.

  FIG. 10 is a flowchart showing the process flow of manual approval of the order estimate information in the order estimate manual approval unit 124 shown in FIG. 1, and details the processing of S706 (order approval is manually approved) in FIG. Is.

  First, the order estimate manual approval unit 124 creates an approval inquiry based on the order estimate information (S1001). Next, an approval workflow that matches the department identification code included in the order estimate information is read from the estimate approval reference database 10 (S1002). When the order estimate manual approval unit 124 passes the approval request and the approval workflow to the output control unit 126, the output control unit 126 transmits the approval request to the client terminal 14 indicated in the approval workflow. The manager or approval authority who has received the approval inquiry approves the order estimate from the client terminal 14.

  FIG. 11 is a diagram showing an example of an approval request screen displayed on a display device such as a display of the client terminal 14 shown in FIG. The confirmation request screen example includes each main item 701 of the order estimate information, each item 702 of the estimate decision reference value information 200 most similar to the order estimate, an approval button 703 to be pressed when approving the order estimate, A reject button 704 that is pressed when the quotation is not approved is arranged. The title officer or the decision-making authority decides the order estimate by referring to the decision-making screen and other necessary information. When the official or authorized authority clicks the approval button 703 or the reject button 704 on the client terminal 14, the client terminal 14 transmits an approval response for the approval request. The approval response to the approval request is received by the input control unit 125 and delivered to the order estimate manual approval unit 124 (S1003).

  Then, the order estimate manual approval unit 124 recognizes the approval response to the approval request, extracts the name of the approver included in the approval response, adds the name of the approver to the order estimate information, and further determines the order estimate information. Is recorded as manual approval (S1004), and the process ends.

  FIG. 12 is a diagram showing a specific example of an order estimate final decision 800 in which the result of the order final decision is output as a document. The name of the approver is displayed in the approval column 801. In the case of manual approval, the approval person name (for example, “Toshiba Taro”) is printed in the approval column 801. On the other hand, in the case of automatic approval, the authorizer name and a code indicating automatic approval are added to the approval column 801 and, for example, “Toshiba Taro *” is printed. However, if it is not necessary to clearly distinguish between automatic approval and manual approval on the order approval document, a code indicating automatic approval need not be printed.

  Thus, according to the order estimation / decision decision system 1 according to the above embodiment, the following effects can be obtained.

(1) By evaluating the order estimate information based on the estimated approval criteria and classifying it into those that can be automatically approved and those that cannot be automatically approved, there are many other important order estimate cases. It can be expected that the approver can spend time investigating and approving without being buried in the order estimate. For example, an order estimate such as a maintenance service continuation contract that always has the same estimation conditions and a low risk but a large number of cases can be processed efficiently by automatic approval. On the other hand, it will be possible to make a thorough scrutiny and finalize the order estimate for indented development projects. In addition, a change in the order estimate information once approved is processed by automatic approval if the change is slight, and the approval person can determine again if the change is large.

(2) Furthermore, it is necessary to clarify the approver of the order estimate from the J-SOX method (Japanese version of the SOX method), but it is possible to clearly indicate the approver even in the case of automatic approval. Since new orders are not automatically approved, even if it is determined to be automatically approved in the subsequent update of the estimated order, the approver of the approval immediately before the approval will be the approver of the automatic approval. Satisfy J-SOX compliance.

  Note that the present invention is not limited to the above-described embodiment as it is, and can be embodied by modifying the constituent elements without departing from the scope of the invention in the implementation stage. In addition, various inventions can be formed by appropriately combining a plurality of components disclosed in the embodiment. For example, some components may be deleted from all the components shown in the embodiment.

1 ... Order quotation decision system,
10 ... Estimate decision criteria database,
11 ... Order estimate information database,
12 ... Order estimate information management server,
13 ... Network,
14 ... Client terminal,
121 ... Order estimate information registration part,
122... Order estimation final decision judging section,
123 ... Order quotation automatic approval department,
124 .. Order estimate manual approval section,
125 ... input control unit,
126 ... output control unit,
127: Estimated approval criteria update unit.

Claims (5)

Order estimate information database that stores order estimate information including order estimate amount and estimate conditions;
Estimated approval criteria database for storing the estimated order amount and the estimated approval criteria value related to the estimate conditions and the approval workflow;
An order estimate information registration unit for registering the order estimate information input from the outside in the order estimate information database;
Judgment of manual decision or automatic decision is made based on a comparative evaluation between at least one or both of the estimated order amount or the estimate condition of the registered order estimate information and the estimate decision reference value of the estimate decision reference database. An order estimate decision making unit;
When the result of the determination is automatic approval, the authorizer information of the accepted order estimate information registered in the order estimate information database is acquired, and the authorizer information of the order estimate information is obtained as the authorizer information. As an order confirmation automatic approval department,
When the result of determination in the order estimate approval determination unit is manual approval, an order estimate manual approval unit that performs manual approval processing;
An order estimate settlement system characterized by comprising:   2. The order estimate approval system according to claim 1, wherein the order estimate automatic approval unit adds information indicating that the order is automatically approved to the order estimate information.   The order estimate manual approval section creates an approval request for the order estimate information and processes it based on the approval workflow of the estimate approval criteria database, and generates information on the approver in response to the response to the approval request 2. The order estimate decision system according to claim 1, wherein information indicating that manual decision is made is added to the order estimate information. A computer comprising: an order estimate information database for storing order estimate information including an estimated order amount and an estimate condition; and an estimate decision reference database for storing an estimate decision reference value and an estimate decision reference value related to the estimate condition and an approval workflow ,
Order estimate information registration step for registering the order estimate information input from outside in the order estimate information database;
Judgment of manual decision or automatic decision is made based on a comparative evaluation between at least one or both of the estimated order amount or the estimate condition of the registered order estimate information and the estimate decision reference value of the estimate decision reference database. Order quotation decision decision step;
When the result of determination in the order estimate determination step is automatic approval, the authorizer information of the order estimate information already approved registered in the order estimate information database is acquired, and the authorizer information is received as the order information. Order confirmation automatic approval step for performing automatic approval as the approver information of the estimate information,
An order estimate manual decision step for performing manual decision processing when the result of the decision in the order estimate decision step is manual decision;
An order estimate settlement program characterized by causing   5. The order estimate approval program according to claim 4, wherein in the order estimate automatic approval step, information indicating that automatic approval has been made is added to the order estimate information.

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