JP2010257384A - Asset management system and its method - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To reliably grasp movement of assets and to effectively take inventory of the assets. <P>SOLUTION: A management server connected to a terminal system via a network creates an inventory list of the assets by using latest asset management information managed by an asset management DB and transmits the inventory list to a terminal system of a user. In the terminal system, a mobile terminal holds the inventory list acquired from the management server, reads asset management information which an asset management seal pasted onto the assets has, and reads specific information about a place which a place management seal fixed to an installation place of the assets has. On the basis of the asset management information and place management information acquired, results of inventory are written to the inventory list and the inventory list is transmitted to the management server. The management server receives the inventory list which records a result of the asset inventory transmitted from the terminal to update the asset management information registered to the asset management DB and the information about the place where the assets are installed. <P>COPYRIGHT: (C)2011,JPO&INPIT

Description

  The present invention relates to an asset management system and a method thereof, and more particularly to an asset management system and a management method thereof suitable when a company or the like regularly invents assets.

  The inventory of fixed assets held by companies and the confirmation of assets such as leased and rented properties are regularly performed as asset management. In general, the person in charge of the company uses the asset management book created for each department to visually check the assets listed in the book against the actual items in the target department. Is going.

  Recently, various asset management systems incorporating a computer system have been proposed in order to reduce the work of the person in charge of inventory and efficiently check assets. For example, in Patent Document 1, asset data to be inventoried and floor map data for specifying a floor on which the asset is installed are registered in advance in a database (DB) in a management computer, and when performing inventory, Data is sent to the mobile terminal owned by the person in charge, and the mobile terminal takes inventory of the asset based on the acquired floor map data, obtains update information, and sends it to the management computer. An asset management system that efficiently checks and updates is disclosed.

  Further, Patent Document 2 discloses a system in which a wireless tag is attached to an asset to be managed, the movement of the asset is detected by tag reading means, and the installation location of the moved asset is managed.

JP 2007-213347 A JP-A-2005-202502

An important matter for inventorying assets is that the management information of the assets is properly grasped and managed as the assets are frequently moved. In this regard, in Patent Document 2, the information on the wireless tag attached to the asset is read by the wireless tag reader, the position of the asset in the living room is confirmed, and the movement of the asset is managed. In particular, the position of the asset to be searched is estimated based on the radio field intensity of wireless communication. However, the strength of the radio used in a radio tag is affected by the material of walls and pillars, the influence of metallic uprights installed near assets, and the electromagnetic waves of electronic devices used in the vicinity. Cheap. For this reason, it is difficult to say that the position information detected by the wireless strength is reliable.
Also, in any of the above patent documents, when the asset to be inventoried does not match the actual asset in the target department, that is, there is no property that should originally exist in the target department, or there is an unnecessary property The treatment of is not mentioned.

An object of the present invention is an asset management system capable of reliably grasping the movement of assets and updating the asset management information to the latest asset management information that matches the actual asset in a system for inventorying assets using a mobile terminal. Implementing a system and method.
It is another object of the present invention to effectively manage assets when the assets on the inventory list do not match the assets that the target department should have.
Another object of the present invention is to realize an asset management system and method that enables a management center to undertake management of inventory assets of a plurality of companies and offices.

The asset management system according to the present invention preferably includes a management server for managing user asset management information and a terminal system connected to the management server via a network, and a mobile terminal is used in the terminal system. An asset management system for inventorying user assets,
The management server:
An asset management DB for storing the asset management information of the user, an inventory list creating means for creating an inventory list of the user's assets using the asset management information managed by the asset management DB, and the inventory list Means for transmitting the inventory list created by the creation means to the terminal system of the user; means for receiving the result of inventory counting transmitted from the terminal system; and the received asset management information and location management information And asset update information for adding or updating the asset management information registered in the asset management DB or the location information where the asset is installed,
The terminal system:
Using the receiving means for receiving the inventory list transmitted from the management server and the mobile terminal, the management information of the location held by the location management sticker fixed to the management location of the asset is read and attached to the asset Reading means for reading asset management information possessed by the asset management seal, and means for recording an inventory result for the asset and its location in the inventory list based on the asset management information and location management information acquired by the reading means And a means for transmitting an inventory list in which the inventory result is recorded to the management server,
It is configured as an asset management system characterized by this.

The asset management system according to the present invention preferably includes a management server for managing user asset management information and a terminal system connected to the management server via a network. An asset management system for confirming the consistency of user asset management information,
The management server:
An asset management DB for managing the asset management information of the user, an inventory list creating means for creating an inventory list of the user's assets using the asset management information managed by the asset management DB, and the inventory list Based on the means for transmitting the inventory list created by the creation means to the terminal system of the user, the means for receiving the inventory result of the asset transmitted from the terminal system, and the received asset information, Asset update means for adding or updating asset management information registered in the asset management DB, and asset information that does not match the asset information previously registered in the DB in the update process by the asset update means A non-matching processing means for creating an inventory non-matching list, a means for sending the created non-matching list to the terminal system of the user, and a transmission from the terminal system. And, a means for receiving a confirmation result of the mutual butted non asset, based on the check result of the mutual butted unmoving received, and said non-abutting each other processing means for performing measures related assets mutual thrust unsaturated,
The terminal system:
Receiving means for receiving the inventory list transmitted from the management server; reading means for reading asset management information of an asset management sticker affixed to an asset using a portable terminal; and the information acquired by the reading means Based on management information, means for recording an inventory result of the asset in the inventory list, means for transmitting an inventory list recording the inventory result to the management server, and the non-matching list transmitted from the management server A means for receiving, a means for recording a result report of investigating a non-matching asset, and a means for recording the non-matching report filled with the non-matching result report to the management server. Having means to
It is configured as an asset management system characterized by this.

In a preferred example, the management server is configured as an asset management system having a seal creation unit that creates the asset management seal and the location management seal with reference to asset management information registered in the asset management DB. The
Preferably, the management server has a non-matching countermeasure table management DB that stores a non-matching countermeasure table that describes countermeasures according to the level of non-matching, and the non-matching processing means includes: With reference to the countermeasure table of the non-matching countermeasure table management DB, an asset management system is configured to extract warnings and countermeasure documents according to the level of non-matching.

Preferably, in the terminal system, the mobile terminal reads the asset management information of the temporary management sticker temporarily attached to the asset, acquires the asset management information about the asset, and records it in the inventory list,
The management server searches the asset management DB for the asset management information recorded in the received inventory list, and the asset management information of the asset to which the temporary management seal is attached is registered in the asset management DB. Confirmation means to confirm whether or not
If the asset is unregistered as a result of confirmation by the confirmation means, the asset management means for newly assigning unique management information to the asset,
The seal creation unit is configured as an asset management system that creates an asset management seal for the asset newly given unique management information.

In addition, the asset management method according to the present invention preferably includes a management server that manages user asset management information, and a terminal system connected to the server via a network, and the mobile terminal in the terminal system An asset management method for inventorying user assets using
In the management server, using the asset management information managed by the asset management DB that manages the asset management information of the user, an inventory list creation step of creating an inventory list of the user's assets;
Transmitting the inventory list created by the inventory list creating step to the terminal system of the user;
In the terminal system, a receiving step of receiving the inventory list transmitted from the management server;
Using the portable terminal, a reading step of reading the location specific information of the location management sticker fixed to the management location of the asset and reading the asset management information of the asset management sticker attached to the asset;
Recording an inventory result for the asset and its location in the inventory list based on the asset management information acquired by the reading step and the location specifying information;
Transmitting an inventory list in which inventory results are recorded to the management server;
Receiving the inventory result of the asset transmitted from the terminal system in the management server;
An asset update step for adding or updating the asset management information registered in the asset management DB and the location information of the asset based on the received asset management information and the location specifying information in the management server. It is comprised as an asset management method characterized by having.

In addition, the asset management method according to the present invention preferably includes a management server that manages user asset management information, and a terminal system connected to the server via a network, and the mobile terminal in the terminal system An asset management method for confirming the consistency of user asset management information using
In the management server, using the asset management information of the user managed by the asset management DB, an inventory list creation step of creating an inventory list of the user's assets;
Transmitting the inventory list created by the inventory list creating step to the terminal system of the user;
In the terminal system, a receiving step of receiving the inventory list transmitted from the management server;
Using the mobile terminal, a reading step of reading unique management information attached to the asset management sticker attached to the asset;
Recording an inventory result of the asset in the inventory list based on the management information acquired by the reading step;
Transmitting an inventory list in which inventory results are recorded to the management server;
In the management server, receiving the inventory result of the asset transmitted from the terminal system;
An asset update step for adding or updating asset management information registered in the asset management DB based on the received asset information in the management server;
In the update process by the asset update step, a mismatch process step of creating asset inventory information that does not match the asset information previously registered in the DB as an inventory mismatch list;
Transmitting the created mismatch list to the terminal system of the user;
In the terminal system, receiving the mismatch list transmitted from the management server;
In the terminal system, recording a result report of investigating a non-matching asset using a mobile terminal in the non-matching list;
Transmitting the non-matching list filled with the non-matching result report from the terminal system to the management server;
In the management server, receiving a confirmation result of asset mismatch sent from the terminal system;
The management server is configured as an asset management method including a non-matching processing step for taking a measure concerning non-matching assets based on the received non-matching confirmation result.

  According to the present invention, asset management information can be updated and held so that asset movement or the like can be reliably grasped and matched with the actual asset. Further, when the asset on the inventory target list does not match the asset of the target department, the asset management information can be effectively processed and managed.

The figure which shows the structural example of the asset management system by one Example. The figure which shows the structural example of asset management DB20. The figure which shows the example of terminal management DB30. The figure which shows the structural example of location management DB40. The figure which shows the example of an asset management seal | sticker. The figure which shows the example of a place management seal | sticker. The figure which shows the example of the inventory list. The figure which shows the example of the inventory list which filled in the inventory result. The figure which shows the example of the non-matching list | wrist 90. FIG. The figure which shows the example of an inventory mismatch process result report. The figure which shows the example of an inventory non-matching treatment table. The flowchart which shows the inventory processing operation | movement in an asset management system. The flowchart which shows the inspection process operation | movement of the inventory in an office. The flowchart which shows the non-matching process operation | movement in an inventory work process.

Hereinafter, embodiments of the present invention will be described with reference to the drawings.
FIG. 1 shows a configuration example of an asset management system.
This system includes a management center 1 possessed by an asset management service company (hereinafter simply referred to as a service company), and one or a plurality of user companies 18, 18 ′ connected to the management center 1 via a network 17 such as the Internet. System (hereinafter referred to as a terminal system). The user is a customer who has requested the inventory management of assets from the service company, and includes a manufacturing company, an office company, or a public company such as a municipality. One company (Company X) may have a plurality of offices, and terminal systems 181 and 182 for each office are connected to the management center 1.

  Each terminal system 181, 182 includes a transmission / reception unit 191 connected to the network 17, a PC (personal computer) 192, and one or more portable terminals 195 wirelessly connected to the PC 192. The PC 192 includes an input device such as a keyboard and a mouse, a display device, a processor (not shown), and a storage device 193 such as a hard disk device.

  A portable terminal (hereinafter simply referred to as a terminal) 195 is a terminal such as a PDA, for example, an input device, a display, a storage means such as a memory, an information processing means such as a processor, and the PC 192 and the management center 1. It has a wireless communication function that can communicate. As will be described later, this terminal further includes an asset management sticker (FIG. 5) affixed to the asset (property) and a department management sticker (FIG. 6) affixed to a predetermined location (eg, entrance / exit) of each department of each office. ) Bar code reader.

The management center 1 is connected to a plurality of companies 18 and 18 ′ via the network 17, and can provide an asset inventory service to the plurality of users. In this case, a user ID for identifying each user is assigned.
The management center 1 is connected to a management server 10 that performs information processing for managing inventory of user assets, a management database (hereinafter simply referred to as DB) 12 that stores various information for inventory management, and a network. A transmission / reception unit 13, a display 14, and an input unit 15.
The management server 10 is a computer having a processor (processing device) that performs processing such as asset management by executing a program, and a storage device such as a memory and a hard disk.

  The management DB 12 includes an asset management DB 20 (FIG. 2) that manages information on assets to be inventoried (asset management information), a terminal management DB 110 (FIG. 3) that manages a terminal 195 used for inventory, a department to be inventoried, in other words, Then, the location management DB 30 (FIG. 4) for managing the location where the asset is installed, the inventory list management DB 70 for storing the inventory list 700 (FIG. 7), and the inventory not storing the inventory mismatch list 900 (FIG. 9). There are a match list management DB 90, a mismatch processing result report management DB 100 for storing a mismatch processing result report 1000 (FIG. 10), a mismatch matching table management DB 110, and the like. The configuration of each management DB will be described later with reference to related drawings.

  The management server 10 of the management center 1 executes an inventory management application program by a processor, thereby updating an inventory data management unit 101 that manages an inventory target asset, an inventory list creation unit 102 that creates an inventory list, and inventory data Inventory data update unit 103 to be processed, inventory mismatch processing unit 104 that determines a mismatched asset from the inventory result, and creates a mismatch list, location management unit 105 that manages the inventory location, asset management seal and location management Each function of the seal creation unit 106 that creates a seal and the terminal management unit 107 that manages the address and the like of the terminal 195 used for inventory is realized.

  The asset management unit 101 performs management such as registration or deletion of user asset management information with respect to the asset management DB 20. Specifically, new asset management information input from the input device 15 or transmitted from the customer's PC 192 is registered in the asset management DB 20, and unnecessary asset management information is deleted from the asset management DB 20. .

  The inventory list creation unit 102 refers to the asset management DB 20 and performs a process of automatically creating an inventory list (FIG. 7) for each department that the user performs inventory. The created inventory list 700 is not yet listed in the “Inventory Result” column because it is still before the inventory work. The inventory list 700 created in this way is collected for each business office and transmitted from the transmission / reception unit 13 of the management center 1 to the PC 192 of the business office of the user 18 via the network 17. FIG. 8 shows an inventory list 700 'as an inventory result. In the “inventory result” column, the result of the inventory is entered.

  When there is a change in the asset or its management location as a result of the inventory work, the inventory data update unit 103 reflects the change in the asset management DB 20 and updates the asset management information. The function of the inventory updating unit 103 may be performed by the asset management unit 101 as one of the functions of the asset management unit 101.

  The inventory mismatch processing unit 104 determines a list (non-match list) for investigating the reason when there is no asset that should originally exist or when there is an unregistered asset in the asset management DB based on the result of inventory. Process to create. Specifically, the inconsistency list 70 (FIG. 7) in which the inventory inconsistency and the reason for the inconsistency are extracted from the description in the “inventory result” column of the collected inventory list 50, and these are collected for each related department. Create

The non-matching list 70 created in this way is collected for each office and transmitted from the transmission / reception unit 13 of the management center 1 to the PC 192 of the user's office via the network 17. In addition, as a result of the work processing for the non-match list 70, the user described the reason for non-match and the contents of the processing request as shown in FIG. 8, and the report describing the confirmation items for the non-match reason. A document is created and transmitted to the management center 1.
The location management unit 105 performs registration information of the location management DB (FIG. 4) that manages information described in the location sticker, that is, registration, update, and deletion of location information.

The seal creation unit 106 performs processing for creating an asset management seal (FIG. 5) and a location management seal (FIG. 6). That is, when new asset management information is registered in the asset management DB 20 or when a request is made by the user, a predetermined item (visible) on the new asset management information or the requested asset management information is displayed. Information and barcode). In addition, when new location information is registered in the location management DB or when a request is received from the user, a predetermined item is printed on the location management sticker for the new location information or the requested location information. To do.
These created management stickers are sent from the service company to the user's office, and are attached to the corresponding asset or location by the manager of the company.

The terminal management unit 107 performs registration, update, and deletion processing of registration information in the terminal management DB (FIG. 3), that is, management information of the terminal 195. In this example, it is assumed that the service company lends the terminal 195 to the user's company and further performs direct communication between the management center 1 and the terminal 195. Therefore, the identification information and address of the terminal 195 are registered and managed in the terminal management DB.
[Description of each DB]
Next, a configuration example of each management DB will be described.
FIG. 2 shows a configuration example of the asset management DB 20, inventory execution date, inventory operator, user name, establishment, area, building, floor, corner, room, department name, section name, asset classification, lease / rental company Register and manage information such as asset name, manufacturer name, property production number, property branch number, asset management number, property presence / absence, and movement information.
In the asset management DB 20, when a user newly contracts with a service company and starts using this asset management system, asset management information is first registered. In the new registration, for example, the entered asset management information corresponding to the registration format of the DB 20 is sent from the user's PC 192 to the management center 1 and registered by the processing of the asset management unit 101. Is done.

  Thereafter, when the user acquires an asset, new asset management information is additionally registered in the asset management DB 20 by the process of the asset management unit 101, or the registered asset management information is deleted. Further, the asset management information in the asset management DB 20 is updated by the processing of the inventory data update unit 103 according to the result of the inventory. Further, by the processing of the inventory list creation unit 102, information necessary for inventory of the business office targeted by the user is extracted from the asset management DB 20, and an inventory list (FIG. 7) is created.

FIG. 3 shows an example of the terminal management DB 30.
In this embodiment, the service company lends a terminal 195 for inventory processing to the user's office. The terminal management DB 30 manages the rented terminal 195, and registers and manages the rented business name, area, building, mobile terminal management department signature, mobile terminal phone number, and mail address. The telephone number and mail address of the terminal management DB 30 are used as means for directly communicating between the management center 1 and the terminal 195.

FIG. 4 is a configuration example of the location management DB 40.
The location management DB 40 manages the locations that are the targets of asset inventory, and registers information such as customer names, offices, areas, buildings, floors, corners, rooms, department names, section names, and the like. For these pieces of information, the location information initially transmitted from the user's PC 192 is collectively registered by the processing of the asset management unit 101. Thereafter, new location information is registered under the processing of the location management unit 105 based on a request from the user administrator.
The registered contents of the location management DB 40 are reflected in the location management sticker. That is, the registration contents of the location management DB 40 are extracted by the processing of the sticker creating unit 106 and printed on the sticker. When carrying out the inventory, the implementer obtains the information on the location management sticker attached to the entrance of the building by reading it with the barcode reader of the terminal 195.

  The inventory list management DB 70 stores an inventory list 700 (FIG. 7) created by the inventory list creation unit 102. The inventory lists to be stored are both the list 700 before inventory and the list 700 ′ after inventory. Here, the user name and the business office name become identification information for identifying the user.

The inventory mismatch list management DB 90 stores an inventory mismatch list 900 (FIG. 9) and a list 900 ′ (FIG. 10) filled with the results, which are created by the inventory mismatch processing unit 104.
The non-match processing result report management DB 100 stores a non-match processing result report 1000 (FIG. 10).

  The non-matching correspondence table management DB 110 stores the non-matching correspondence table shown in FIG. This table summarizes the matters to be dealt with by the service company and the user by dividing the level of non-match into three stages according to the occurrence of non-match as a result of inventory. . The level of action and warning becomes heavier from level 1 to level 3. This non-matching correspondence table is stored in the DB 12 of the management center 1, and whenever it is determined that a non-matching has occurred as a result of the inventory, this table is referred to and a countermeasure item is extracted and used by itself. The items registered in the table are executed for the user.

FIG. 5 shows an example of an asset management seal.
The asset management sticker 500 displays the asset registration information on the sticker so that it can be confirmed visually, so that it can be discovered even if the asset is moved from the registered management department to another department or other location. This is a management table of assets used by being attached to all assets (property) to be managed. Assets include (A) leased goods, (B) rental goods, and (C) fixed assets. This management seal displays the asset classification, lease or rental company contract number, installation department ("A73" is the accounting department), management number, and management information for each department in a visible manner. The management information is printed in the form of a barcode 120 based on a predetermined rule, and is read by the barcode reader of the terminal 19.

  These management information matches the information described in the inventory list when the asset is legitimately present. The management information read by the bar code reader is displayed on the display of the terminal 195. The inventory executor can visually check the displayed contents and the contents of the inventory list.

The asset management sticker 501 is a temporary management sticker attached for managing the asset when an asset without the asset management sticker 500 is found during inventory. The case where the asset management seal 500 is not affixed to the asset means that if the asset management seal 500 originally affixed to the asset is peeled off, forget to affix the asset management seal 500 to a newly purchased or rented property And so on. In such a case, the temporary management sticker 501 is pasted on the asset, the management information of the asset is acquired and transmitted to the management center 1, and the asset is registered in the asset management DB 20. Whether or not, and a regular asset management seal 500 to which a regular management number is assigned is newly attached.
The management number of the temporary management seal 501 includes “Z” indicating the temporary management number and a unique serial number. This temporary management number is also reflected in the barcode 120. This management sticker 501 is sent and stored in advance to a related business division prior to the inventory work, assuming that there is an unattached asset of the management sticker 500.

FIG. 6 shows an example of a location management seal.
The location management seal 600 is a management table for identifying the department where the asset is installed, and the identifiers of the office area, building, floor, and room are displayed in a visible manner. The management information is printed in the form of a barcode 130 based on a predetermined rule.

  This location management sticker is affixed to the wall of the entrance / exit of each department of the business office, and the barcode is read by the barcode reader of the terminal 195 at the time of taking inventory. The location information read by the barcode reader is displayed on the display of the terminal 195 as “inventory inspection information” (FIG. 7). The person performing the inventory can visually check the display contents, and can omit manually inputting information relating to the inventory location to the terminal 195, thereby improving the accuracy and efficiency of the inventory work.

[Inventory processing operation]
Next, an inventory processing operation in the asset management system will be described with reference to FIG.
As a premise, the service company acquires asset management information possessed by a plurality of departments of the user's office in advance, and adds it to the asset management DB 200 with identification information for each user and the office. And

Depending on the time when the user's office is invented (for example, every period), the inventory list creation unit 102 of the management server 10 of the management center 1 stores a plurality of inventory lists 700 for the departments related to the office. Create (S101). The management center 1 may create the inventory list in response to a request from the user, instead of automatically transmitting the inventory list to the user periodically.
Thereafter, the created inventory list 700 is transmitted from the transmission / reception unit 13 to the PC 192 of the terminal systems 181 and 182 of the target office or offices via the network 17 (S102). The PC 192 stores and stores the received inventory list of its own business in the storage device 193 (S201).

When the inventory implementation date is reached, the inventory executor (hereinafter simply referred to as the executor) connects the terminal 195 to the PC 192 and implements inventory from the inventory lists of a plurality of departments stored in the storage device 193 of the PC. A stocktaking list of departments to be stored (for example, a list of accounting departments) is taken into the storage device of the terminal 195 (S202). At this stage, information on the implementation date, the implementer, the implementation department, etc. is not yet entered in the inventory inspection information. When taking inventory of a plurality of departments on the day or during the period, a list of a plurality of departments to be targeted or all departments of the establishment may be taken in. Note that the user (practitioner) of the terminal 195 is limited to a specific person, and the practitioner can take in the inventory list from the PC 192 to the terminal 195 using a password assigned in advance.
Then, the practitioner possesses the terminal 195, goes to the inventory department, and conducts an inventory inspection (S203). Refer to FIG. 13 for the processing operation of the actual inspection.

[Inventory inspection process]
Next, an inventory inspection processing operation will be described with reference to FIG.
First, the practitioner operates the input device of the terminal 195 to input information such as the inventory execution date “October 13, 2008”, the inventory inspection department “General Affairs Division”, and the implementer “***” (S1301). In this case, an input screen having a predetermined input item is displayed on the display, and the items are sequentially input.
The practitioner brings the terminal 195 and goes to the “accounting department” as the target department. Then, using the bar code reader of the terminal 195, the bar code of the location management sticker attached to the entrance / exit of the room of the accounting department is read (S1302). The read barcode information is stored in the storage means of the terminal 195 and displayed on the display. The practitioner confirms whether the displayed content matches the location information entered in the “inventory inspection information” column of the inventory list 700. As a result of confirmation, if they match, the confirmation key of the input device is pressed. If they do not match, the practitioner confirms the location and manually enters the correct information.

  Next, the practitioner displays the inventory list (FIG. 7) of the accounting department on the display of the terminal 195. Each asset (property) in the accounting department is confirmed one by one. In this confirmation work, the barcode of the asset management sticker 500 attached to the asset is sequentially read using the barcode reader of the terminal 195 (S1303). The read barcode information is enlarged and displayed on the display. The practitioner visually collates the displayed contents with the contents of the inventory list, confirms that they match, and presses the confirmation key of the input device. With this operation, it is confirmed that there is an asset in the inventory list, and the inventory operation for one asset is completed (S1304). In response to pressing of the confirmation key, a circle is entered in the column of the inventory result “inventory consistency” of the asset in the inventory list 700 ′ (S1305).

On the other hand, there is a case where the asset management information of the asset whose barcode information is read does not exist in the inventory list. For example, when an asset is transferred from another department to the accounting department, the information on the asset is not registered in the inventory list, and the result of the above verification is inconsistent. In this case, the practitioner adds these new assets and their location information (management information acquired from each management sticker) to the inventory list and records them (S1306). For example, item number # 9 in the inventory list of FIG. 8 is management information of a newly registered asset.
Thereafter, in the same manner, the asset confirmation work in the accounting department is sequentially performed for all assets described in the inventory list.

  Assume that the asset confirmation work progresses sequentially, and the barcode information of all asset management seals 500 existing in the accounting department has been read. Then, it is confirmed whether all the asset management information registered in the inventory list is present (S1307). As a result, when the assets corresponding to all the asset management information registered in all the inventory lists are confirmed (that is, all the consistency columns are marked with “◯”), the inventory work of the department is finished.

  On the other hand, asset management information is registered in the inventory list, but the asset may not exist in the accounting department. For example, there may be a case where the assets that existed at the previous inventory are not being repaired or taken out at the time of this inventory. In that case, the practitioner verbally confirms with the asset manager of the accounting department, and checks the status of the management ledger provided in the accounting department. In this example, it is assumed that item number # 3 is described as “under repair” in the management ledger, and that item number # 8 is confirmed to have nothing described therein. In that case, the practitioner pays attention to the asset manager of the accounting department, and then operates the input device of the terminal 195 to register these assets as non-matches, and enters x in the consistency column of the inventory list 700 ′. In addition, the item number # 3 is entered as “Repairing” and the item number # 8 is entered as “Now taking out” (S1308).

  The inventory work progresses, and the practitioner finally confirms whether there are any assets not listed in the inventory list (S1309). If not, the inventory work is finished. On the other hand, there may be cases where the asset management seal has not been affixed to the asset immediately after the asset has been purchased or leased (the asset has not been registered), or the asset management seal affixed to the asset has been removed obtain. In that case, the practitioner attaches a temporary management seal to the asset and reads the barcode information of the temporary management seal. For example, “Z3001” is read as the temporary management number of the temporary management sticker attached to the notebook PC to which the asset management sticker has not been attached. Also, the asset management information (lease / rental company, contract number, manufacturer name, etc.) of the notebook PC is listened to and input from the input device (S1311). The temporary management number and asset management information input in this way are entered in the inventory list. For example, it is registered as item number # 10 in the inventory list 700 ′.

As described above, when the inventory inspection of the accounting department is completed, the inventory list 700 ′ in which the accounting result of the accounting department is entered is stored in the storage device 193 from the terminal 195 to the PC 192. To do. At this time, it is confirmed whether the asset that should be the accounting department has been read by the terminal 195 or whether the unread asset matches the unconfirmed asset in the inventory list on the screen of the terminal 195.
Next, the implementer goes to another department and conducts an inventory inspection as described above. In this way, when the inventory of all the departments of the office is completed, the inventory results of the plurality of departments are collected as shown in the inventory list 700 ′ (FIG. 8) and stored in the storage device of the PC 192. Thereafter, the inventory list in which the inventory result is entered is transmitted from P192 to the management center 1 via the transmission / reception unit 191 and the network 17 (S204).

The management center 1 receives the transmitted inventory list 700 'and stores it in the inventory list management DB 70 (S103).
Thereafter, by the processing of the inventory mismatch processing unit 104, the contents of the inventory list 700 ′ and the inventory list 700 previously stored in the inventory list management DB 700 are collated, and the difference (that is, “ Property mismatch ”. The obtained difference is determined as a non-matching asset, and is created as an asset inventory non-matching list 900 for each user office and department (S104). The created asset inventory mismatch list 900 is transmitted from the management center 1 to the terminal system 181 (S105).

  The terminal system 181 receives the transmitted asset inventory non-match list 900 and stores it in the storage device of the PC 192 (S205). Based on the asset inventory non-match list 900, the user's office performs a reexamination process for non-match assets (S206). The non-matching confirmation process in the terminal system 181 will be described below with reference to FIG.

[Processing temporary registration assets]
The asset management unit 101 of the management server 10 temporarily stores the received asset management information (temporary management number and asset management information) in the asset management DB 20 (S121). Thereafter, the asset management unit 101 searches the asset management DB 20 to check whether or not the temporarily registered asset management information has already been registered (S122). As a result of the search, if the information such as the lease / rental company, the contract number, and the manufacturer name match, it is determined that the asset management sticker attached to the asset has been removed, and the seal creation unit 106 has already been registered. The asset management number of the asset is created and reissued using the asset management number (S124).

  On the other hand, as a result of the search, if there is no registered asset management information, the asset management unit 101 newly assigns an asset management number to the asset and registers the asset management information (S123). This is performed by replacing the temporary registration number “Z3001” temporarily registered previously with a new asset management number. Then, the seal creation unit 106 creates an asset management seal for the asset using the asset management information extracted from the asset management DB 20 and the newly assigned asset management number (S124). The created asset management seal is sent to the asset manager of the accounting department of the office where the inventory work was performed (S125). Thereafter, the asset manager peels off the temporary management sticker that has been pasted on the asset and attaches the received asset management sticker to the asset.

[Confirmation processing]
In FIG. 14, the received asset inventory non-match list 900 (FIG. 9) is stored in the storage device 193 of the PC 192.
First, the inventory manager refers to the inventory mismatch reason column of the mismatch list 900, and confirms and classifies the inquired establishment for each asset (S1401). If the reason for non-matching is “Repairing” or “Now taking out”, the administrator is likely to have the asset in his / her office (or have returned to it), so the administrator can use the terminal 195 A non-matching list of assets related to is fetched into the storage means (S1402). If the reason for non-matching is “taking out” and the take-out destination of the asset is in another office, the non-match list of the asset is transmitted to the inventory manager of the other office ( S1412). In addition, for assets that are not present in the office and other offices, a non-matching list of the assets is uploaded from the PC 192 to the bulletin board of the entire company in order to publicize and confirm it to the entire company (S1422).

  In the case of the own business site, the inventory taking person holds the terminal 195 holding the inventory non-match list 900 and goes to the target department. Then, the asset inventory non-match list 900 is displayed on the display of the terminal, and for each of the assets recorded in the non-match reason, the person in charge of asset management processes the reason for the non-match. Listen to and confirm the items that have been confirmed. Then, the processing and confirmation items are entered from the input device in the “processing” and “confirmation column” of the non-match processing result report (S1403).

  On the other hand, for assets in the non-matching list transmitted to other business sites and the entire company, it waits for a response from the other business sites or related business sites within a predetermined period (S1413, S1423). If there is an answer within that period, the PC 192 receives the non-match processing result report 100 (FIG. 10) (filled in the “process” and “non-match check fields”) (S1414, 1424). . On the other hand, if there is no response within the predetermined period, the inventory manager uses the PC 192 to enter “no response, lost” in the “processing” and “non-match check fields” of the non-match processing result report 100. Fill in (S1425).

  After that, the manager of his / her own office 181 who carried out the inventory operates the PC 192 to integrate the inventory mismatch processing result report 100 received and stored, and transmits it to the management center 1. (S1404).

Refer to FIG. 12 again.
The management center 1 receives the transmitted inventory mismatch processing result report 100 and stores it in the inventory mismatch list management DB 90 (S106). Thereafter, non-matching countermeasure processing is performed.
Then, the non-matching processing unit 104 refers to “processing” and “confirmation column” of the inventory non-matching processing result report 100 (S107). For each non-matching reason for each asset, the non-matching countermeasure table (FIG. 11) stored in the non-matching countermeasure table management DB 110 is referred to (S108). And a warning level and a countermeasure document level as countermeasures are determined (S109). Then, a warning and a countermeasure document are transmitted by e-mail to the PC of the person in charge of the countermeasure related department (S110).

  For example, if an asset is lost or stolen when the inventory is performed and the asset cannot be found, the non-matching level is “3”. In this case, the person in charge of managing the office or company Instructed to submit a report and send a prosecution letter to the relevant party. In addition, in the case of mistakes in the asset management seal or inconsistencies in the description (non-match level “1”) or forgetting to paste (non-match level “2”), in addition to taking measures according to the level, management The seal creation unit 106 of the center 1 prints a new asset management sticker or location management sticker based on the collected asset management information. The created management sticker is sent to the related department, and the asset management sticker is replaced.

  The PC of the person in charge of the related business office receives the warning and the countermeasure document (S207). The person in charge describes it in a countermeasure document (for example, a closing document) and submits it to the appropriate person (S208). This completes a series of processes relating to inventory and countermeasures for the result.

Thus, according to the embodiment of the present invention, when the asset on the inventory target list and the asset of the target department do not match, the reason why such a situation has occurred to the management department is explained. By seeking, the same discrepancy will be prevented from recurring.
As a result, it is possible to verify that the actual asset and the asset management information match at the time of the inventory inspection, and to maintain and manage the accuracy of the asset management information. Moreover, since the asset management sticker reflecting the asset management information is attached to the asset, anyone can detect the moved asset as long as the asset can be moved in a normal predictable manner. Therefore, any time, anyone can easily and accurately carry out inventory inspection.

As mentioned above, although the Example of this invention was described, this invention is not limited to the said Example, It can implement by various deformation | transformation and application.
For example, in the above-described embodiment, each management information is printed as a barcode on the asset management sticker and the location management sticker. However, according to another example, an IC tag storing such management information may be embedded in each management seal, and the IC tag information provided in the terminal 195 may be read by the IC tag reader.

  Further, in the above embodiment, the barcode of the asset management sticker attached to the asset is read by the barcode reader of the terminal 195, and the read result is displayed on the display unit. It is assumed that the inventory operation is performed by checking the list and confirming the match, and pressing the confirmation key on the input device. According to another example, the information bar code information of the asset and the asset management information of the inventory list are automatically collated using information processing means provided in the terminal 195. That is, among the asset management information indicated by the barcode information read by the barcode reader, the asset number or lease (rental) No is compared with the “contract number” in the inventory list, and the existence of the asset is verified. . Also, the property name in the barcode information is compared with the “asset name” in the inventory list, and it is verified whether the asset management sticker is correctly attached to the asset. As a result of the collation, if there is a match (the asset exists) (no mismatch), the information processing means performs processing so that a circle is automatically entered in the consistency column of the inventory list.

  In the above embodiment, the service company receives a request from the customer company and performs an inventory operation of the customer company. However, according to another example, it is also possible that the inventory business is not performed by the service company but is performed in one company having a large number of offices. In this case, in FIG. 1, a large number of in-house terminal systems 18 are connected to the management center 1, but terminal systems 18 ′ of company Y and company Z are not connected.

  In the above embodiment, the terminal 193 used for inventory is lent out from the service company. According to another example, a mobile terminal owned by each user's company may be used. In this case, the user registers a portable terminal capable of taking inventory in the storage device 193 in the same manner as the terminal management DB (FIG. 3) so that the portable terminal can directly communicate with the management center 1. May be. Similar to the above embodiment, the management center 1 also has a terminal management DB (FIG. 3), and can directly communicate between the management center and the portable terminal.

  As another example, the terminal management DB (FIG. 3) of the above embodiment is not necessarily required. In the above embodiment, the terminal management DB is installed in order for the service company to lend a terminal to the user and to perform direct communication between the management center 1 and the portable terminal 195. However, according to another example, on the assumption that a user has an arbitrary portable terminal, and those portable terminals exchange data with the management center 1 via the PC 192. Does not require a terminal management DB.

In addition, the management DB and the names of each part in the above-described embodiments are examples, and other more preferable names may be given, and there are various names. For example, the asset management DB may be called an asset management DB or a property management DB.

1: Management center 10: Management server 12: DB 13: Transmission / reception unit
14: Display 15: Input device 101: Asset management department
102: Inventory list creation unit 103: Inventory data update unit
104: Inventory mismatch processing unit 105: Location management unit
106: Sticker creation unit 107: Terminal management unit 17: Network 18, 18 ': User
181, 182: terminal system 191: transmission / reception unit 192: PC 195: mobile terminal 20: asset management DB 30: terminal management DB 40: location management DB
70: Inventory list management DB 90: Inventory mismatch list management DB
500: Asset management seal 501: Temporary management seal 600: Location management seal 700, 700 ': Inventory list 800, 800': Inventory mismatch list 1000: Mismatch processing result report
110: Unmatched correspondence table management DB.

Claims (9)

An asset management system comprising a management server for managing user asset management information and a terminal system connected to the management server via a network, and performing inventory of the user's assets using a mobile terminal in the terminal system. There,
The management server:
An asset management DB for storing the asset management information of the user;
Using the asset management information managed by the asset management DB, an inventory list creating means for creating an inventory list of the asset of the user;
Means for transmitting the inventory list created by the inventory list creating means to the terminal system of the user;
Means for receiving an inventory result of the asset transmitted from the terminal system;
Asset update information for adding or updating the asset management information registered in the asset management DB or the location information where the asset is installed based on the received asset management information and location management information;
The terminal system:
Receiving means for receiving the inventory list transmitted from the management server;
Reading means for reading the location management information of the location management seal fixed to the asset management location using the portable terminal, and reading the asset management information of the asset management seal attached to the asset;
Means for recording an inventory result for the asset and its location in the inventory list based on the asset management information and location management information acquired by the reading means;
Means for transmitting an inventory list in which inventory results are recorded to the management server;
An asset management system characterized by that. It comprises a management server that manages user asset management information and a terminal system connected to the management server via a network, and checks the consistency of the user asset management information using a mobile terminal in the terminal system. An asset management system,
The management server:
An asset management DB for managing the asset management information of the user;
Using the asset management information managed by the asset management DB, an inventory list creating means for creating an inventory list of the asset of the user;
Means for transmitting the inventory list created by the inventory list creating means to the terminal system of the user;
Means for receiving an inventory result of the asset transmitted from the terminal system;
Asset updating means for adding or updating asset management information registered in the asset management DB based on the received asset information;
In the update process by the asset update unit, a non-match processing unit that creates, as an inventory non-match list, asset information that does not match the asset information previously registered in the DB;
Means for transmitting the created mismatch list to the terminal system of the user;
Means for receiving the asset nonconformity confirmation result transmitted from the terminal system;
Based on the received confirmation result of the non-match, the non-match processing means for taking measures against non-match assets,
The terminal system:
Receiving means for receiving the inventory list transmitted from the management server;
Reading means for reading the asset management information of the asset management sticker attached to the asset using a portable terminal;
Means for recording an inventory result of an asset in the inventory list based on the management information acquired by the reading means;
Means for transmitting an inventory list in which inventory results are recorded to the management server;
Means for receiving the unmatched list transmitted from the management server;
Means for recording a report of the results of investigating non-matching assets in the non-matching list;
An asset management system comprising: means for transmitting the non-matching list in which the non-matching result report is written to the management server. The asset according to claim 1, wherein the management server has a seal creation unit that creates the asset management seal and the location management seal with reference to asset management information registered in the asset management DB. Management system. The management server has a non-matching countermeasure table management DB that stores a non-matching countermeasure table that describes countermeasures according to the level of non-matching, and the non-matching processing means includes the non-matching countermeasure means 4. The asset management system according to claim 2 or 3, wherein a warning and a countermeasure document corresponding to the level of non-matching are extracted with reference to the countermeasure table in the table management DB. In the terminal system, the mobile terminal reads the asset management information of the temporary management sticker temporarily attached to the asset, and acquires the asset management information about the asset and records it in the inventory list,
The management server searches the asset management DB for the asset management information recorded in the received inventory list, and the asset management information of the asset to which the temporary management seal is attached is registered in the asset management DB. Confirmation means to confirm whether or not
If the asset is unregistered as a result of confirmation by the confirmation means, the asset management means for newly assigning unique management information to the asset,
The asset management system according to claim 3, wherein the seal creation unit creates an asset management seal for the asset newly assigned with unique management information. An asset management method comprising: a management server for managing user asset management information; and a terminal system connected to the server via a network, and inventorying the user's assets using a mobile terminal in the terminal system Because
In the management server, using the asset management information managed by the asset management DB that manages the asset management information of the user, an inventory list creation step of creating an inventory list of the user's assets;
Transmitting the inventory list created by the inventory list creating step to the terminal system of the user;
In the terminal system, a receiving step of receiving the inventory list transmitted from the management server;
Using the portable terminal, a reading step of reading the location specific information of the location management sticker fixed to the management location of the asset and reading the asset management information of the asset management sticker attached to the asset;
Recording an inventory result for the asset and its location in the inventory list based on the asset management information acquired by the reading step and the location specifying information;
Transmitting an inventory list in which inventory results are recorded to the management server;
Receiving the inventory result of the asset transmitted from the terminal system in the management server;
An asset update step for adding or updating the asset management information registered in the asset management DB and the location information of the asset based on the received asset management information and the location specifying information in the management server;
An asset management method characterized by comprising: It has a management server for managing user asset management information and a terminal system connected to the server via a network, and the consistency of the user asset management information is confirmed using a mobile terminal in the terminal system. An asset management method for
In the management server, using the asset management information of the user managed by the asset management DB, an inventory list creation step of creating an inventory list of the user's assets;
Transmitting the inventory list created by the inventory list creating step to the terminal system of the user;
In the terminal system, a receiving step of receiving the inventory list transmitted from the management server;
Using the mobile terminal, a reading step of reading unique management information attached to the asset management sticker attached to the asset;
Recording an inventory result of the asset in the inventory list based on the management information acquired by the reading step;
Transmitting an inventory list in which inventory results are recorded to the management server;
In the management server, receiving the inventory result of the asset transmitted from the terminal system;
An asset update step for adding or updating asset management information registered in the asset management DB based on the received asset information in the management server;
In the update process by the asset update step, a mismatch process step of creating asset inventory information that does not match the asset information previously registered in the DB as an inventory mismatch list;
Transmitting the created mismatch list to the terminal system of the user;
In the terminal system, receiving the mismatch list transmitted from the management server;
In the terminal system, recording a result report of investigating a non-matching asset using a mobile terminal in the non-matching list;
Transmitting the non-matching list filled with the non-matching result report from the terminal system to the management server;
In the management server, receiving a confirmation result of asset mismatch sent from the terminal system;
In the management server, based on the received confirmation result of the non-match, a non-match process step of taking measures against non-match assets,
An asset management method characterized by comprising: The asset management method according to claim 6, wherein the management server includes a seal creation step of creating the asset management seal and the location management seal with reference to asset management information registered in the asset management DB. . In the terminal system, the mobile terminal reads asset management information of a temporary management sticker temporarily attached to an asset, and acquires asset management information about the asset and records it in an inventory list;
In the management server, the asset management DB is searched for the asset management information recorded in the received inventory list, and the asset management information of the asset to which the temporary management seal is attached is registered in the asset management DB. Step to check whether or not
If the asset is unregistered as a result of confirmation by the means, the method includes a step of newly assigning unique management information to the asset,
9. The asset management method according to claim 8, wherein, in the seal creation step, an asset management seal is created for the asset newly assigned with unique management information.

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