JP2014092807A - Information processing device, information processing method and program - Google Patents

Abstract

PROBLEM TO BE SOLVED: To enable a user to easily confirm whether or not electronic files to be managed are registered.SOLUTION: An information processing device for generating a file which enables confirmation of registration statuses of files to be managed comprises: acceptance means for accepting a confirmation object list including information for specifying files whose registration statuses are to be confirmed; first extraction means for extracting character strings for specifying the files which are included in the confirmation object list accepted by the acceptance means and whose registration statuses are to be confirmed; second extraction means for extracting file names from files stored in a folder to which the files to be managed are to be stored; collation means for performing collation using the character strings extracted by the first extraction means and the file names extracted by the second extraction means; and generation means for generating a file including an unregistration list which lists at least unregistered files as a result of the collation by the collation means.

Description

  The present invention relates to the field of managing electronic files.

  Conventionally, in a business process based on FAX orders, (1) a large number of purchase orders (consumables, etc.) coming from FAX are processed by paper by many workers and input to the core system. (2) In order to respond to inquiries after receiving an order, the processed document is scanned to the department's document server. (3) Finally, the voucher collection system fills the order form according to the order in cardboard without omission and stores it in a separate warehouse. The work was done in the flow.

  However, in the business process described above, (1) a large amount of paper faxes are processed by many workers, so that inquiries during the work cannot be handled. (2) Even if there is a cancellation request or the like during the work, it is not possible to respond flexibly because it does not know where the paper is. There was a problem. This is because many people are involved in the business process, and it is impossible to know when and who is performing what processing.

Therefore, for the user who confirms whether the received FAX data is registered in the voucher management system as a voucher to be managed, the confirmation work is very time-consuming. Further, there is no mechanism for easily knowing which order data is already registered and which order data is unregistered.
Patent Document 1 discloses a technology related to a voucher registration system that can easily register a voucher in association with business data.

Japanese Patent Application No. 2008-228803

  However, the technique described in Patent Document 1 is a technique related to a voucher registration system that can easily register a voucher in association with business data, and allows a user to easily check whether a voucher to be managed is registered. Is not meant to be able to. Therefore, the user who confirms cannot easily know which order data has already been registered and which order data has not yet been registered.

  Therefore, the present invention solves the above-described problems and provides a mechanism that allows a user to easily check whether an electronic file to be managed is registered.

  The present invention is an information processing apparatus that generates a file that can confirm a registration status of a file to be managed, and that receives a confirmation target list including information that can identify a file whose registration status is to be confirmed, and the reception The first extraction means for extracting a character string that can identify a file for confirming the registration status included in the confirmation target list received by the means, and the file from the file stored in the folder in which the file to be managed should be stored A second extracting unit for extracting a name; a collating unit for performing collation using the character string extracted by the first extracting unit and the file name extracted by the second extracting unit; And generating means for generating a file including an unregistered list in which at least unregistered files are listed as a result of collation by the collating means. It is characterized in.

  According to the present invention, it is possible to provide a mechanism that allows a user to easily check whether an electronic file to be managed is registered.

It is a figure which shows the information processing system in embodiment of this invention. It is a block diagram which shows the hardware structural example of the information processing apparatus in embodiment of this invention. It is a figure which shows the business process in the FAX order receipt business in embodiment of this invention. It is a figure which shows the transition of the file name and folder position in each operation | work process in embodiment of this invention. It is a flowchart which shows the flow of the process which advances the operated file in embodiment of this invention to the next process. It is a flowchart which shows the detailed flow of the process made to transition to the next process in embodiment of this invention. It is a flowchart which shows the detailed flow of the rename process in embodiment of this invention. It is a figure (1) which shows an example of the operation screen of the FAX order reception system in embodiment of this invention. It is FIG. (2) which shows an example of the operation screen of the FAX order receiving system in embodiment of this invention. It is a figure which shows an example of the display screen (1) which shows the working condition in embodiment of this invention. It is a flowchart which shows the flow of the process for displaying the display screen which shows the working condition in embodiment of this invention. It is a figure which shows an example of the display screen (2) which shows the working condition in embodiment of this invention. It is a figure which shows the outline of the voucher confirmation operation | work in embodiment of this invention. It is a figure which shows an example of the file which shows the collation result in embodiment of this invention. It is a flowchart which shows the flow of a process of the collation program in embodiment of this invention.

  Hereinafter, embodiments of the present invention will be described in detail with reference to the drawings.

FIG. 1 is a diagram showing an information processing system according to an embodiment of the present invention.
In the information processing system, a client terminal (information processing apparatus) 101, a multifunction machine 102, a file sharing server 103, and a backbone system server 104 are connected via a network 105 so that they can communicate with each other.

  The client terminal 101 is a terminal operated by a user. In the embodiment of the present invention, a plurality of users operate a shared file in a plurality of steps, and therefore each of the plurality of users has a client terminal. In addition, it is assumed that a process transition program for updating a file name when an operated file is advanced to the next process is installed in each client terminal. Further, it is assumed that a status display program is installed in a client terminal that displays a display screen showing the work status of the work process. Further, it is assumed that a verification program is installed in the client terminal of the user who performs the voucher verification operation.

  The multifunction device 102 is a device having a print function, a copy function, a FAX function, and the like. In the embodiment of the present invention, it is assumed that a file received from outside is converted into a predetermined format (for example, a PDF file) and stored in a predetermined folder of the file sharing server.

  The file sharing server 103 is a server that stores shared files. In the embodiment of the present invention, it is assumed that predetermined folders are hierarchically configured in advance. Note that the file sharing server 103 is not necessarily a dedicated server, and any client terminal may serve as a server.

The backbone system server 104 is a server that can execute a FAX order receiving system, a voucher management system, a voucher collection system, and the like. The FAX order receiving system is a system for managing the contents of orders received by FAX. Also, the voucher management system is a system for storing vouchers that are evidence documents showing the contents of transactions. The voucher collection system is a system for registering voucher information to be managed.
The network 105 is the Internet and may be either wireless or wired.
Hereinafter, the hardware configuration of the information processing apparatus applicable to the client terminal (information processing apparatus) illustrated in FIG. 1 will be described with reference to FIG.

FIG. 2 is a block diagram illustrating a hardware configuration example of the information processing apparatus according to the embodiment of the present invention.
In FIG. 2, reference numeral 201 denotes a CPU that comprehensively controls each device and controller connected to the system bus 204. Further, the ROM 202 or the external memory 211 is necessary to realize a BIOS (Basic Input / Output System) or an operating system program (hereinafter referred to as an OS), which is a control program of the CPU 201, or a function executed by each server or each PC. Various programs to be described later are stored.

  A RAM 203 functions as a main memory, work area, and the like for the CPU 201. The CPU 201 implements various operations by loading a program or the like necessary for execution of processing from the ROM 202 or the external memory 211 into the RAM 203 and executing the loaded program.

  An input controller 205 controls input from a keyboard (KB) 209 or a pointing device such as a mouse (not shown). A video controller 206 controls display on a display device such as a CRT display (CRT) 210. In FIG. 2, although described as CRT 210, the display device is not limited to the CRT, but may be another display device such as a liquid crystal display. These are used by the administrator as needed.

  A memory controller 207 is provided in an external storage device (hard disk (HD)), flexible disk (FD), or PCMCIA card slot for storing a boot program, various applications, font data, user files, editing files, various data, and the like. Controls access to an external memory 211 such as a compact flash (registered trademark) memory connected via an adapter.

  A communication I / F controller 208 connects and communicates with an external device via a network (for example, the LAN 400 shown in FIG. 1), and executes communication control processing in the network. For example, communication using TCP / IP is possible.

  Note that the CPU 201 enables display on the CRT 210 by executing outline font rasterization processing on a display information area in the RAM 203, for example. In addition, the CPU 201 enables a user instruction with a mouse cursor (not shown) on the CRT 210.

Various programs to be described later for realizing the present invention are recorded in the external memory 211 and executed by the CPU 201 by being loaded into the RAM 203 as necessary. Furthermore, definition files and various information tables used when executing the program are also stored in the external memory 211, and a detailed description thereof will be described later.
Next, an example of a business process in the embodiment of the present invention will be described with reference to FIGS.

  FIG. 3 is a diagram showing a business process in the FAX order receiving business in the embodiment of the present invention. FIG. 4 is a diagram showing transition of file names and folder positions in each business process according to the embodiment of the present invention.

  First, in step 1, since the MFP 102 has a FAX function, it receives an order form FAX 301 from the outside as FAX data. The multifunction device converts the received FAX data into an electronic file, gives a predetermined file name, and stores the electronic file in a predetermined folder. In the embodiment of the present invention, a PDF file is described as an example of an electronic file, but the present invention can be applied to other types of electronic files. In addition, as a predetermined file name, an example of adding the name of the sales office where the multifunction peripheral that has received the FAX data and the time stamp at the time of reception is added (an example of the file name: “A sales office_xxxxyz.pdf”, A A character string indicating a sales office and a time stamp xxxxyz is added.), But other character strings may be added. Further, an example will be described in which a predetermined folder is stored in a “reception folder” created on the file sharing server 103.

  Next, in step 2, the file is moved from the “reception folder” on the file sharing server 103 to the work folder of a predetermined user. The folder may be moved either manually or automatically. In the case of automatic, a predetermined program can be distributed to users in order or according to a predetermined rule. In the embodiment of the present invention, it is assumed that “A sales office_xxxyz.pdf” is moved to the work folder of the user A.

  Next, in the process 3, the user A performs a first operation on “A sales office_xxxxyz.pdf” via the client terminal operated by the user A. In the embodiment of the present invention, it is an operation of inputting FAX information to an order receiving system while browsing a PDF file. When a predetermined operation is performed by the user A when the work is completed, the process transition program changes the file name and moves the file to the check folder. Here, the user ID of the user A who performed the operation is added to the file name, and the file name is changed to “ID00A_123456_A sales office_xxxyz.pdf”.

  Next, in step 4, the file is moved from the “check folder” on the file sharing server 103 to the work folder of a predetermined user. The folder may be moved either manually or automatically. In the case of automatic, a predetermined program can be distributed to users in order or according to a predetermined rule. In the embodiment of the present invention, it is assumed that the user B or the head of the organization (section manager, etc.) manually moves “ID00A_123456_A sales office_xxxyz.pdf” to the work folder of the user B.

  Next, in step 5, the user B performs the second operation on “ID00A_123456_A sales office_xyyz.pdf” via the client terminal operated by the user B. In the embodiment of the present invention, in step 3, the content of the FAX information input to the order receiving system is confirmed, and the user B operates to book the FAX information (the operation of actually writing in the order receiving system). is there. In this way, in the FAX order receiving operation, the input person and the book writer are separated because of a request for internal control. Therefore, in such work, it is necessary for a plurality of users to operate one shared file in a plurality of steps. Then, when the operation is completed, a predetermined operation is performed by the user B so that the process transition program changes the file name and moves the file to the end folder. Here, the user name of the user B who has performed the operation is added to the file name, and the file name is changed to “ID00B_ID00A_123456_A sales office_xxxyz.pdf”.

  Next, in step 6, the files in the processed folder are moved to a storage folder (not shown) for storage. It is assumed that the storage folder to be moved has access restrictions on editing authority in advance. This is to prevent modification of the saved file. For this reason, the folder may be moved either manually or automatically, but it must be performed by a user or program having write authority. The storage folder is a folder managed by the voucher management system.

Finally, in step 7, it is verified whether the PDF file corresponding to the FAX information to be managed as a voucher is stored in the storage folder of the voucher management system. In the embodiment of the present invention, confirmation is facilitated by using a collation program. A detailed usage method will be described later.
The example of the business process in the embodiment of the present invention has been described above with reference to FIGS. 3 and 4.
Next, the flow of processing for advancing the operated file to the next step in the embodiment of the present invention will be described with reference to FIG.

FIG. 5 is a flowchart showing a flow of processing for advancing the operated file to the next step in the embodiment of the present invention.
This process is executed in the client terminal operated by the user in each work process. It is assumed that a process transition program is installed in each client terminal.

  In S501, the client terminal performs login processing according to the user operation. Specifically, authentication is performed by comparing the user ID and password. Then, the user ID of the authenticated user is managed.

  In S502, the client terminal operates a folder on the file sharing server according to a user operation. Specifically, the operation is to open a folder in which a file to be worked on by the user is stored.

  In step S503, the client terminal operates the file on the file sharing server according to the user operation. Specifically, the operation is to open an arbitrary file from one or a plurality of files stored in the open folder. If the operation target is a PDF file, an application that can display the PDF file is started.

  In S504, the client terminal instructs the core system server to start the FAX order receiving system in accordance with the user operation. Then, the displayed FAX information is input via the screen of the FAX order receiving system.

  In S505, the client terminal determines whether a predetermined operation has been detected by a user operation. If YES, the process proceeds to S506, and if NO, the process returns to S505. Here, an example of the operation screen of the FAX order receiving system will be described with reference to FIGS.

8 and 9 are diagrams showing an example of an operation screen of the FAX order receiving system in the embodiment of the present invention.
A PDF file including received FAX information is displayed on the screen 81. An operation screen for the FAX order receiving system is displayed on the screen 82.
Here, the working method of each of the two users who perform step 3 (first operation) and step 5 (third operation) shown in FIG. 3 will be described.

First, the contents of the work of the user who performs step 3 (first work) will be described.
Here, the user performs an operation of inputting the contents of the FAX to the FAX order receiving system while browsing the contents described in the PDF file. By inputting, an order number 821 is issued. When the input of information to the order receiving system is completed, the user presses a “save” button 822 and the input information is registered in the order receiving system. Further, the user can add an annotation (for example, an electronic seal stamp) to the PDF file being browsed, and can overwrite and save it from the menu 811. Here, by performing an overwrite operation or a predetermined operation (for example, a Ctrl button + “E” button), the process transition program of the client terminal displays an operation window including an input field and an instruction unit on the screen 91. The screen 91 includes an input field 911, a “check” button 912, a “hold” button 913, and a “processed” button 914. The user inputs an order number displayed in the order entry number 821 in the input field 911 and presses a “check” button 912, thereby giving an instruction to move to the next process.

Next, the work contents of the user who performs the process 5 (third work) will be described.
Here, the user inputs the order number into the order receiving system while browsing the contents described in the PDF file to be worked, and confirms the input contents of the user who performed the input work. If the confirmation is completed, the “book entry” button is pressed to perform processing for registering the order contents in the order receiving system. Here, when the user performs a predetermined operation (for example, Ctrl button + “E” button), the process transition program of the client terminal displays an operation window including an input field and an instruction unit on the screen 91. Then, when the user is able to make a book entry, the user performs an instruction to move to the next step by pressing the “processed” button 914. On the other hand, if the entry cannot be made, the “hold” button 913 is pressed to instruct to move the work target PDF file to the hold folder. The user may input a predetermined character string in the input field 911 and press the button. For example, when order data are registered in a lump, a character string (referred to as a request ID in the embodiment of the present invention) assigned to the group may be input.
The example of the operation screen of the FAX order receiving system has been described above with reference to FIGS. 8 and 9.
Next, in S506, the client terminal performs a process of making a transition to the next process. Details of this processing will be described with reference to FIGS.

FIG. 6 is a flowchart showing a detailed flow of a process for transitioning to the next step in the embodiment of the present invention.
In S601, the client terminal performs preprocessing. The preprocessing here is processing for reading a setting file set in advance in the process transition program. In the setting file, it is assumed that information on the working folder, information on the destination folder, and the like are specified. This makes it possible to specify the user's work folder for the next process of a certain user.
In S602, the client terminal performs input analysis processing. The input analysis performed here is a process of analyzing what operation is performed by the user.

In step S603, the client terminal determines whether an input has been made as a result of the input analysis. If the input content is an overwrite operation, the process proceeds to S604, and if it is a command, the process proceeds to S606. Specifically, when an annotation is added to the PDF file and an overwriting operation is performed, the process proceeds to S604, and when a predetermined command (for example, Ctrl button + “E” button) is input, the process proceeds to S606.
In S604, the client terminal displays an operation window including an input field and an instruction unit on the screen.
In S605, the client terminal performs a process of renaming the file name of the operation target file. Details of this processing will be described with reference to FIG.

FIG. 7 is a flowchart showing a detailed flow of the rename process in the embodiment of the present invention.
In S701, the client terminal analyzes input information. Here, the input information made via the operation window is analyzed, and the order number is input to the input field 911 of the operation window, and the “check” button 912 is pressed or the “hold” button 913 is displayed. An analysis is performed as to whether the button has been pressed or the “processed” button 914 has been pressed.

  In S702, the client terminal acquires the user ID of the user who is currently operating. The user ID is managed internally when the user logs in.

  In S703, the client terminal determines whether there is a comment. If yes, then continue with S704, otherwise continue with S705. Specifically, a character string input in the input field 911 is used as a comment.

  In S704, the client terminal performs a process of renaming the PDF file that is the operation target. Here, in addition to the current file name, the login ID acquired in S702 and the comment input in the input field 911 of the operation window are added to obtain a new file name.

  In step S <b> 705, the client terminal performs processing for renaming the PDF file that is the operation target. Here, in addition to the current file name, the login ID acquired in S702 is added to obtain a new file name.

In step S706, the client terminal performs processing for moving the renamed file to the work folder in the next step. Here, the storage folder is moved according to the setting contents of the setting file read in S601.
In step S606, the client terminal displays an operation window including an input field and an instruction unit on the screen.

  In step S607, the client terminal determines the type of operation performed via the operation window. Specifically, when the “hold” button 913 is pressed, the process proceeds to S609, and when the “processed” button 914 is pressed, the process proceeds to S608.

In S608 and S609, the client terminal performs processing for renaming the file name of the operation target file in the same manner as in S605. Details of the operation are as described with reference to FIG. 7. In the case of S608, in S706 of FIG. 7, a process for moving to the work folder of the next process is performed according to the setting file. In S706, the process of moving to the “hold” folder is performed.
The flow of processing for advancing the operated file to the next step in the embodiment of the present invention has been described above with reference to FIGS.

As described above, since information corresponding to the user who performed the operation when proceeding to the next step is added, it is possible to easily extract the file operated by any user by using the OS file search function. It becomes like this. In addition, by adding a character string such as an order number, it is possible to search for an order number and specify a file and specify the user who performed the operation from the file name added to the file. become. Therefore, when an inquiry is received at a later date, it becomes possible to easily grasp when and who is performing what processing.
Next, an embodiment in which a display screen showing the work status of the work process shown in FIG. 3 is displayed will be described.

In the display screen showing the work status, when the same series of work processes are performed in multiple groups, the display screen that can compare the work status of each group and the work status in the same group can be confirmed Display screen.
First, a specific example of a display screen that displays the work status of each group in a comparable manner will be described next.

FIG. 10 is a diagram showing an example of a display screen showing the work status in the embodiment of the present invention.
This display screen shows the progress status of the work process performed by each member (section member) in Section X, Section Y, and Section Z.
The reception status correspondence status 1001 extracts time stamp portions from PDF file names that can specify the time when FAX data is received, and tabulates each reception time. In this example, the received time is “until the previous day”, “until 9 o'clock”, “from 9 o'clock to 12 o'clock”, “from 12 o'clock to 14:30”, and “from 14:30 to 16 o'clock”. Separately tabulated. “Number of received” indicates the number of files stored in the receiving folder of each section, and “Working” indicates the number of files stored in the working folder of the section member of each section. That is, the number shown in the “number of received” column means the number of files that have not started yet, and the number shown in the “working” column means the number of files that have started. Therefore, it is possible to grasp how many files are not yet started by looking at the “number of receptions” column for each time. In addition, by looking at the “working” column for each time, it is possible to grasp how many files have been started. For example, despite the fact that it is in the afternoon, the large number of “received” and “working” in the “until the previous day” column may indicate that the amount of work exceeds the resources of the section. Therefore, the management layer can visually grasp the necessity of introducing additional personnel or leveling work.

Also, the processing status 1002 displays the total number of files moved to the processed folder and the number of personnel who have performed work. In this example, the “number of processed cases” column indicates the number of files moved to the processed folder through a series of steps. The “Number of personnel” column indicates the number of personnel involved in the work. Therefore, by looking at the “number of processed cases” column and the “number of personnel” column, it is possible to grasp how many files are processed with how many personnel on the day in each section. Therefore, the management layer can know the numerical basis for determining the appropriate staff assignment by grasping the deviation of the staff assignment of each section.
It should be noted that the management layer can check the status sequentially by updating and displaying the display screen at a predetermined timing.

FIG. 11 is a flowchart showing the flow of processing for displaying a display screen showing the work status in the embodiment of the present invention.
This process is executed in a client terminal that displays a display screen indicating the work status. It is assumed that a status display program is installed in this client terminal.
In step S1101, the client terminal performs processing for displaying a status display program in accordance with a user operation.

In step S1102, the client terminal reads a monitoring target setting file in which a folder to be monitored that is set in advance is defined. It is assumed that each folder used in a series of work processes for each of a plurality of groups (sections) is specified in the monitoring target setting file. Moreover, the designation | designated of the information regarding the section and the information regarding the staff of each section may be made.
In S1103, the client terminal extracts a file stored from the target folder according to the setting contents of the monitoring target setting file.
In step S1104, the client terminal determines whether a file has been stored. If yes, then continue with S1105, otherwise continue with S1106.

  In S1105, the client terminal extracts file information from the extracted one or more files. Here, the file name is extracted. In addition, attribute information set in the file may be extracted.

  In step S1106, the client terminal determines whether all of the folders defined in the monitoring target setting file have been monitored. If yes, then continue with S1107, if no, return to S1104.

  In step S1107, the client terminal extracts section information. For example, the section information is extracted from the monitoring target setting file when it is set in the monitoring target setting file, and is extracted from another setting file when it is not set.

  In S1108, the client terminal extracts personnel information. There are various methods for extracting personnel information. For example, when the setting is made in the monitoring target setting file, there is a method of extracting from the monitoring target setting file. Further, for example, there is a method of checking and extracting each staff member of each section in which the process transition program is activated. By extracting the process transition program from the number of running personnel, it is possible to display the number of personnel actually working, and to present more accurate information to the management layer.

  In S1109, the client terminal performs distribution processing. Specifically, the distribution process is performed using the file information extracted in S1105. In the embodiment of the present invention, first, the time stamp portion is extracted from the file name of the PDF file. When attribute information other than the file name is extracted, a method of extracting time information included in the attribute information can also be employed. Then, the number of files is totaled for each set time and distributed to the extracted folder types (reception folder, work folder, processed folder). In addition, the number of personnel in each section is counted. Here, various numerical values can be calculated, such as calculating the number of processing cases per person as well as simply counting the number of personnel.

  In step S1110, the client terminal displays a display screen indicating the work status using the distributed result. An example of the display screen is as described in FIG. When various numerical values are calculated in S1109, the values obtained as a result of the calculation are displayed in a column corresponding to the contents.

  In S1111, the client terminal determines whether a predetermined time has elapsed. If YES, the process returns to S1103, and if NO, the process proceeds to S1112. The predetermined time can be arbitrarily set. Thus, by repeatedly performing the operations from S1103 to S1110 at predetermined time intervals, the operation information can be sequentially displayed.

In S1112, the client terminal determines whether an instruction to end the status display program has been given. If YES, the process ends. If NO, the process returns to S1111.
In the above, the specific example of the display screen which displays the work status of each group so that comparison is possible was demonstrated.
Next, a specific example of a display screen that displays the work status in the same group so as to be confirmed will be described.

FIG. 12 is a diagram showing an example of a display screen showing the work status in the embodiment of the present invention.
With this display screen, it is possible to check the progress status of the work process performed by each member (section member) in a specific section. In other words, the work folder of a section is displayed in a tree view, and the number of files stored in that folder is displayed in the vicinity of each section's work folder. You can figure out. Therefore, if there is a bias in specific staff, it is possible to consider measures such as leveling. This display screen display process may be the same flow as the flowchart showing the process flow for displaying the display screen showing the work status shown in FIG. 11, but the display process does not display a plurality of sections. Instead of displaying the points and the total values for each predetermined time, the work folder is displayed as a tree, and the number of files stored in that folder is displayed in the vicinity of each member's work folder. It is different.
The specific example of the display screen that displays the work status in the same group so as to be confirmed has been described above.

Note that the display screen that displays the work status of each group in a comparable manner can grasp the work status of a plurality of groups (sections), and is useful information for, for example, a management layer of a general manager or higher. In addition, a display screen that displays the work status in the same group in a checkable manner can grasp the work status in a section, and is useful information for the section manager.
The embodiment in which the display screen showing the work status of the work process shown in FIG. 3 is displayed has been described above with reference to FIGS. 10 to 12.
Next, an embodiment in which a user confirms whether a voucher to be managed is registered will be described.
First, the outline of the confirmation work will be described with reference to FIG.

FIG. 13 is a diagram showing an outline of voucher confirmation work in the embodiment of the present invention.
First, the confirmation user searches from the voucher collection system under a predetermined condition (for example, date, section code, etc.) and outputs a confirmation target list 1301. It is assumed that the voucher to be managed is registered in the voucher collecting system because the FAX information input in advance to the order receiving system is registered. In other words, since each record described in this list is a transaction, it is necessary to manage the voucher.

  The confirmation target list 1301 in FIG. 13 includes a district, a request ID, a slip number, an approval date, a section CD, and an approver CD. A transfer zone is a category indicating the type of slip. The request ID is an ID given to a group when order data is registered in a lump. The slip No. is a slip number. The approval date is the date when the order is approved by the approver. The section CD is a code for identifying the section. The approver CD is a code for identifying the approver.

  Next, the user activates a collation program installed in the client terminal and designates a predetermined folder in the voucher management system. Then, the verification target list 1301 is input and the collation process is executed. The collation program extracts a file name from a file stored internally from the target folder to generate a file name list 1302, and performs a collation process using the confirmation target list and the file name list 1302. Finally, processing results are generated as a result table 1303, an OK list 1304 (registered list), and an NG list 1305 (unregistered list), and output in a file. The result table 1303 is a table that makes it possible to identify the result of each district by “◯” and “×”. The OK list 1304 is a list of information relating to vouchers that have been confirmed to be stored in the voucher management system. On the other hand, the NG list 1305 is a list of information relating to vouchers that could not be confirmed to be stored in the voucher management system. In order to make it easy for the user to confirm these, for example, a spreadsheet file such as that shown in FIG.

FIG. 14 is a diagram showing an example of a file indicating a collation result in the embodiment of the present invention.
The screen 1401 includes a front sheet 1402, an OK sheet 1403, and an NG sheet 1404. In this example, the front sheet 1402 is selected. Since the result table 1303 is displayed in the table sheet 1402, the confirmation user can easily confirm the voucher registration status. When it is desired to check a voucher that is not registered, the collation program may include a macro program when generating the spreadsheet file so that the transition to another sheet can be made by selecting “×”. Here, an example in which a macro program is included will be described. The confirmation user makes a transition to the NG sheet 1404 by selecting “×”. Since the NG list 1305 is displayed in the NG sheet 1404, the confirmation user can know which transaction voucher is not stored in the voucher management system. Since the NG list 1305 includes an order number and a date, by using these character strings, search processing is performed on the work folder of the corresponding section, and the work folder of which section is currently selected. It is possible to easily check whether there is a PDF file to be managed as a voucher.
Next, with reference to FIG. 15, the flow of processing of the collation program during the confirmation operation will be described.

FIG. 15 is a flowchart showing the flow of processing of the collation program in the embodiment of the present invention.
This processing is processing at the client terminal operated by the confirmation user, and it is assumed that a verification program is installed.
In step S1501, the client terminal starts the collation program according to the user's instruction.

In S1502, the client terminal accepts designation of a target folder. As described above, a predetermined folder in the voucher management system is selected. Note that this selection may be made manually by the user via a collation program or automatically according to a setting file preset in the collation program.
In step S1503, the client terminal accepts a confirmation target list. This confirmation target list is the confirmation target list 1301 described above.

  In step S1504, the client terminal acquires a character string from the confirmation target list. A character string of a predetermined item in the confirmation target list is extracted, and in the embodiment of the present invention, a character string of request ID / slip No is acquired.

In step S1505, the client terminal generates a list of file names. Here, the file name is extracted from the file stored in the folder designated in S1502, and the above-described file name list 1302 is generated.
In step S <b> 1506, the client terminal performs collation processing using the confirmation target list 1301 and the file name list 1302.

  In S1507, the client terminal generates result information. Specifically, the result table 1303, the OK list 1304, and the NG list 1305 described above are generated. Here, the result table 1303 is divided for each type of slip, but this can be divided for each type by using a section item.

In step S1508, the client terminal uses the generated result information to collectively output the result file. Specifically, as described above, in the case of a spreadsheet file, there is a method of dividing each list into a plurality of sheets.
The embodiment in which the user confirms whether the voucher to be managed is registered has been described above with reference to FIGS. 13 to 15.

As described above, according to the present invention, it is possible to provide a mechanism that allows a user to easily check whether an electronic file to be managed is registered.
It should be noted that the configuration and contents of the various data described above are not limited to this, and it goes without saying that the various data and configurations are configured according to the application and purpose.

  Although one embodiment has been described above, the present invention can take an embodiment as, for example, a system, apparatus, method, program, or recording medium, and specifically includes a plurality of devices. The present invention may be applied to a system including a single device.

  The program according to the present invention is a program capable of executing the above processing method by a computer, and the storage medium according to the present invention stores a program capable of executing the above processing method by the computer. The program in the present invention may be a program for each processing method of each device.

  As described above, a recording medium that records a program that implements the functions of the above-described embodiments is supplied to a system or apparatus, and a computer (or CPU or MPU) of the system or apparatus stores the program stored in the recording medium. It goes without saying that the object of the present invention can also be achieved by executing the reading.

  In this case, the program itself read from the recording medium realizes the novel function of the present invention, and the recording medium storing the program constitutes the present invention.

  As a recording medium for supplying the program, for example, a flexible disk, hard disk, optical disk, magneto-optical disk, CD-ROM, CD-R, DVD-ROM, magnetic tape, nonvolatile memory card, ROM, EEPROM, silicon A disk or the like can be used.

  Further, by executing the program read by the computer, not only the functions of the above-described embodiments are realized, but also an OS (operating system) operating on the computer based on an instruction of the program is actually It goes without saying that a case where the function of the above-described embodiment is realized by performing part or all of the processing and the processing is included.

  Furthermore, after the program read from the recording medium is written to the memory provided in the function expansion board inserted into the computer or the function expansion unit connected to the computer, the function expansion board is based on the instructions of the program code. It goes without saying that the case where the CPU or the like provided in the function expansion unit performs part or all of the actual processing and the functions of the above-described embodiments are realized by the processing.

  Further, the present invention may be applied to a system composed of a plurality of devices or an apparatus composed of a single device. Needless to say, the present invention can be applied to a case where the present invention is achieved by supplying a program to a system or apparatus. In this case, by reading a recording medium storing a program for achieving the present invention into the system or apparatus, the system or apparatus can enjoy the effects of the present invention.

  Furthermore, by downloading and reading a program for achieving the present invention from a server, database, etc. on a network by a communication program, the system or apparatus can enjoy the effects of the present invention.

101 Client Terminal 102 Multifunction Machine 103 File Sharing Server 104 Core System Server 105 Network

Claims (6)

An information processing apparatus that generates a file that can confirm the registration status of a file to be managed
Accepting means for accepting a confirmation target list including information that can identify a file for confirming registration status;
First extraction means for extracting a character string that can identify a file for confirming the registration status included in the confirmation target list received by the reception means;
A second extraction means for extracting a file name from a file stored in a folder in which a file to be managed is stored;
Collation means for performing collation using the character string extracted by the first extraction means and the file name extracted by the second extraction means;
An information processing apparatus comprising: a generating unit that generates a file including an unregistered list in which at least unregistered files are listed as a result of the collation by the collating unit.   The information processing apparatus according to claim 1, wherein the generation unit generates a file including a table in which a registration status can be confirmed for each file type.   The information processing apparatus according to claim 2, wherein the generation unit generates a file including a program that can display an unregistered list in response to an operation on the table.   The said generation | production means produces | generates the file which divided | segmented the registration list which registered the file which was registered into the sheet | seat different from the said unregistered list | wrist, The one of Claim 1 thru | or 3 characterized by the above-mentioned. Information processing device. An information processing method in an information processing apparatus for generating a file capable of confirming a registration status of a file to be managed,
A reception step for accepting a confirmation target list including information capable of identifying a file whose registration status is to be confirmed;
A first extraction step of extracting a character string that can identify a file for confirming the registration status included in the confirmation target list received by the reception step;
A second extraction step for extracting a file name from a file stored in a folder in which the file to be managed is stored;
A collation step of performing collation using the character string extracted in the first extraction step and the file name extracted in the second extraction step;
An information processing method comprising: generating a file including an unregistered list in which at least unregistered files are listed as a result of the collation in the collation step. A program that can be executed in an information processing apparatus that generates a file that can confirm the registration status of a file to be managed,
Accepting means for accepting a confirmation target list including information that can identify a file for confirming the registration status,
First extraction means for extracting a character string that can identify a file for confirming the registration status included in the confirmation target list received by the reception means;
A second extraction means for extracting a file name from a file stored in a folder in which a file to be managed is stored;
Collating means for performing collation using the character string extracted by the first extracting means and the file name extracted by the second extracting means;
A program that causes the information processing apparatus to function as a generation unit that generates a file including an unregistered list in which at least unregistered files are listed as a result of the verification by the verification unit.

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