JP2020155048A - Device, program, and method for supporting operation - Google Patents

Abstract

To provide a device, a program, and a method for supporting an operation which permit change of a billing deadline in response to a request from a billing destination and can issue a bill dated the billing deadline after the change when the billing destination has permitted an issuance of a bill.SOLUTION: In the embodiment, a billing deadline date is changed for billing data linked to a billing destination specified by an operator for which an issuance of a bill was not permitted, and a date when data to be recovered is to be recovered related to the billing data is changed. In the embodiment, bill data is generated on the basis of bill data related to the billing destination specified by an operator for which an issuance of a bill was permitted and whose billing deadline corresponds to a predetermined year and month.SELECTED DRAWING: Figure 5

Description

The present invention relates to a business support device, a business support program, and a business support method.

Regarding the issuance of invoices in companies, it is common to issue invoices to customers in units of closing after delivery of products to customers and verification is completed. There are companies that have customers (for example, customers in the construction industry) who give industry-specific instructions such as "If you give permission, you will be allowed to issue invoices."

Regarding the prior art relating to the issuance of invoices, Patent Document 1 describes the processing contents relating to the creation of total invoice data (see, for example, paragraphs 0047 to 0050).

JP-A-2018-128798

For a company that has a customer who issues the above instructions, the billing deadline is allowed to be changed at the request of the billing party, and when the billing party gives permission to issue an invoice, the billing deadline after the change is granted. Information processing means that enable the issuance of invoices are required for business efficiency, but such information processing means have not existed in the past.

The present invention has been made in view of the above, and when the billing deadline is allowed to be changed at the request of the billing party and the billing party gives permission to issue an invoice, the changed billing closing date is obtained. The purpose is to provide a business support device, a business support program, and a business support method that enable the issuance of invoices.

In order to solve the above-mentioned problems and achieve the object, the business support device according to the present invention is a business support device including a control unit, and the control unit is used from the billing data storage unit and the data storage unit to be collected. , The billing data associated with the specified billing address for which the invoice issuance permission was not obtained and the collection schedule data linked to the billing data are extracted, and the billing deadline included in the extracted billing data and the extracted collection The scheduled collection date included in the scheduled data is output to the screen displayed on the display unit, and when the billing closing date is changed on the screen, the billing closing date of the extracted billing data is changed to the billing closing date after the change. And the change means to change the collection schedule date of the extracted collection schedule data to the collection schedule date derived in accordance with the prescribed rules regarding the billing closing date and the billing and collection time after the change, and the above. From the billing data storage unit, billing data linked to the designated billing address for which the invoice issuance permission has been obtained and whose billing closing date corresponds to a predetermined date is extracted, and based on the extracted billing data, the predetermined billing data is specified. It is provided with a means for creating invoice data related to invoices for the years and months of the above.

Further, in the business support program according to the present invention, a request for associating an information processing device including a control unit with a designated billing destination for which an invoice issuance permission has not been obtained from the billing data storage unit and the collection schedule data storage unit. The data and the collection schedule data associated with the billing data are extracted, and the billing closing date included in the extracted billing data and the collection schedule date included in the extracted collection schedule data are output to the screen displayed on the display unit. Then, when the billing closing date is changed on the screen, the billing closing date of the extracted billing data is changed to the billing closing date after the change, and the collection scheduled date of the extracted collection scheduled data is changed to the said. Change means to change to the billing closing date after the change and the scheduled collection date derived according to the predetermined rules regarding the billing and collection time, and the designated billing address for which the billing data storage unit has given permission to issue the bill. It functions as a means for creating invoice data related to the invoice for the predetermined year and month based on the invoice data that is linked and the invoice closing date corresponds to the predetermined year and month. Is for.

Further, the business support method according to the present invention is specified in which the invoice issuance permission is not obtained from the billing data storage unit and the collection schedule data storage unit executed by the control unit of the information processing device including the control unit. The billing data associated with the billing destination and the collection schedule data associated with the billing data are extracted, and the billing closing date included in the extracted billing data and the collection schedule date included in the extracted collection schedule data are displayed on the display unit. When the billing deadline is changed on the screen, the billing deadline of the extracted billing data is changed to the billing closing date after the change, and the extracted data to be collected is scheduled to be collected. The change step to change the scheduled collection date to the billing closing date after the change and the scheduled collection date derived according to the predetermined rules regarding billing and collection time, and the billing data storage unit gives permission to issue an invoice. Extracts billing data that is linked to the specified billing address and has a billing closing date corresponding to a predetermined year and month, and creates invoice data for the predetermined year and month based on the extracted billing data. It includes the creation steps to be performed.

According to the present invention, it is possible to change the billing deadline according to the request of the billing party, and when the billing party gives permission to issue an invoice, the billing date can be issued on the changed billing closing date. It works.

FIG. 1 is a diagram showing an example of the contents of the billing data that is the basis of the July 2018 bill that could not be issued because the billing destination did not give permission. FIG. 2 is a diagram showing an example of billing data that is the basis of an August 2018 bill that can be issued because permission has been obtained from the billing party. FIG. 3 is a diagram showing an example of the contents of the billing data that is the basis of the bill for August 2018, assuming that the bill for July 2018 could be issued. FIG. 4 is a diagram showing an example of the configuration of the business support device. FIG. 5 is a diagram showing an example of a business flow and a processing flow. FIG. 6 is a diagram showing an example of the created billing data and the collection schedule data. FIG. 7 is a diagram showing an example of a change input screen. FIG. 8 is a diagram showing an example of billing data and collection schedule data after the change. FIG. 9 is a diagram showing an example of the created billing data and the collection schedule data. FIG. 10 is a diagram showing an example of a billing data creation status. FIG. 11 is a diagram showing an example of an issued invoice.

Hereinafter, embodiments of the business support device, the business support program, and the business support method according to the present invention will be described in detail with reference to the drawings. The present invention is not limited to the present embodiment.

[1. Overview]
The outline of the present embodiment will be described with reference to FIGS. 1 to 3. FIG. 1 is a diagram showing an example of the contents of the billing data that is the basis of the July 2018 bill that could not be issued because the billing destination did not give permission. FIG. 2 is a diagram showing an example of billing data that is the basis of an August 2018 bill that can be issued because permission has been obtained from the billing party. FIG. 3 is a diagram showing an example of the contents of the billing data that is the basis of the bill for August 2018, assuming that the bill for July 2018 could be issued.

For example, regarding the request for closing in July 2018, there was a request of 1 million yen to the invoice A, but the invoice could not be issued in July because the invoice A did not give permission to issue the invoice. (See FIG. 1). Then, in August of the following month, a bill of 1.2 million yen was made, and at this timing, the billing destination A gave permission to issue an invoice, so the bill was billed for both July and August (see Fig. 2). Here, if the billing for July is performed as scheduled, the billing amount for July will be set as the billing amount for the previous month in the billing data for August, so the billing data for August shown in FIG. 3 will be used. An invoice will be issued based on this. The present embodiment provides a mechanism capable of creating invoice data based on the invoice data for August shown in FIG. The sales performance is not affected by the billing information and is generated in July and August respectively. In addition, regarding the collection schedule based on the prescribed rules regarding the billing and collection timing of "billing at the end of the month / collection at the end of the next month", the collection schedule data corresponding to the billing data for August shown in Fig. 3 is "August." "Collection for September: 1 million yen" and "Collection for September: 1.2 million yen", but the data to be collected corresponding to the billing data for August shown in Fig. 2 is "Collection for September: 2.2 million yen". ..

[2. Constitution]
An example of the configuration of the business support device according to the present embodiment will be described with reference to FIG. 4 and the like. FIG. 4 is a block diagram showing an example of the configuration of the business support device.

The business support device 100 is a commercially available desktop personal computer. The business support device 100 is not limited to a stationary information processing device such as a desktop personal computer, but is a portable type such as a commercially available notebook personal computer, a PDA (Personal Digital Assistants), a smartphone, or a tablet personal computer. It may be an information processing device.

The business support device 100 includes a control unit 102, a communication interface unit 104, a storage unit 106, and an input / output interface unit 108. Each part of the business support device 100 is communicably connected via an arbitrary communication path.

The communication interface unit 104 connects the business support device 100 to the network 300 so as to be communicable via a communication device such as a router and a wired or wireless communication line such as a dedicated line. The communication interface unit 104 has a function of communicating data with another device via a communication line. Here, the network 300 has a function of connecting the business support device 100 and the server 200 so as to be able to communicate with each other, and is, for example, the Internet or a LAN (Local Area Network). The data stored in the storage unit 106 (for example, billing data, collection schedule data, billing data, etc., which will be described later) may be stored in the server device 200, for example.

An input device 112 and an output device 114 are connected to the input / output interface unit 108. As the output device 114, a speaker or a printer can be used in addition to a monitor (including a home television). In addition to the keyboard, mouse, and microphone, the input device 112 can use a monitor that cooperates with the mouse to realize the pointing device function. In the following, the output device 114 may be referred to as a monitor 114, and the input device 112 may be referred to as a keyboard 112 or a mouse 112.

Various databases, tables, files, and the like are stored in the storage unit 106. In the storage unit 106, a computer program for giving a command to a CPU (Central Processing Unit) in cooperation with an OS (Operating System) to perform various processes is recorded. As the storage unit 106, for example, a memory device such as a RAM (Random Access Memory) or a ROM (Read Only Memory), a fixed disk device such as a hard disk, a flexible disk, an optical disk, or the like can be used.

The storage unit 106 includes a billing data storage unit 106a, a collection schedule data storage unit 106b, and the like. The storage unit 106 may include an invoice data storage unit 106c for storing invoice data created by the creation unit 102c described later.

The billing data includes, for example, billing identification information (eg, billing number for uniquely identifying billing data), billing address identification information (eg, billing address code for uniquely identifying billing address), creation date (billing). Data creation date), billing closing date (date closing date), previous month billing amount (amount billed in the previous month), current month deposit amount (amount deposited in the current month), current month sales amount ( Includes data on the amount to be recorded as sales in the current month) and the amount billed this month (the amount billed in the current month).

The collection schedule data includes, for example, collection schedule identification information (example: collection schedule number for uniquely identifying collection schedule data), billing identification information, creation date (date when collection schedule data was created), collection schedule date. (Example: Scheduled collection date determined based on the prescribed rules regarding billing and collection timing such as "billing at the end of the month / collection at the end of the next month"), collection method (example: transfer payment), planned collection amount (planned collection) Includes data on (amount) etc.

Invoice data includes, for example, invoice identification information (example: invoice number for uniquely identifying invoice data), issue date (example: date when the invoice was issued), previous invoice amount, current month. Includes data on deposit amount, current month accrual amount and month end billing amount.

The control unit 102 is a CPU or the like that comprehensively controls the business support device 100. The control unit 102 has an internal memory for storing a control program such as an OS, a program that defines various processing procedures, required data, and the like, and performs various information processing based on these stored programs. Execute.

The control unit 102 functionally includes a billing processing unit 102a, a changing unit 102b, and a creating unit 102c.

The billing processing unit 102a performs information processing related to the billing processing business, including the creation of billing data and collection schedule data.

The change unit 102b operates the change input screen (see FIG. 7) in which the billing destination (example: billing destination code) for which the invoice issuance permission has not been obtained is displayed on the monitor 114 (corresponding to the display unit of the present invention). From the billing data storage unit 106a and the collection schedule data storage unit 106b, the billing data associated with the designated billing destination and the collection schedule data associated with the billing data are extracted. The change unit 102b outputs the billing closing date included in the extracted billing data and the scheduled collection date included in the extracted scheduled collection data to the change input screen. When the billing closing date is changed on the change input screen, the changing unit 102b changes the billing closing date of the extracted billing data to the billing closing date after the change, and plans to collect the extracted collection schedule data. Change the date to the scheduled collection date derived according to the prescribed rules regarding the billing closing date after the change and the timing of billing and collection (eg, billing at the end of the current month / collection at the end of the following month).

The creation unit 102c causes the operator to specify the billing destination (example: billing destination code) for which the billing permission has been obtained on the billing screen (not shown) displayed on the monitor 114, and the billing data storage unit 106a. From, the billing data associated with the designated billing address and whose billing closing date corresponds to the predetermined year / month (eg, the current year / month or the year / month specified on the billing screen) is extracted. The creation unit 102c creates invoice data related to the invoice for the predetermined year and month based on the extracted invoice data. Specifically, the creation unit 102c adds (1) the previous month's billing amount of the billing data other than the billing data whose creation date corresponds to the predetermined date in the extracted billing data in addition to the previous billing amount of the billing data. Set the total of (2) the current month deposit amount of the invoice data, set the total of the current month deposit amount of the extracted invoice data, and (3) set the current month generation amount of the invoice data to the extracted invoice data. Set the total of the current month's sales amount, and (4) set the current month's billing amount of the billing data whose creation date corresponds to the specified date among the extracted billing data to the billing amount at the end of the month of the invoice data. .. The creation unit 102c prints an invoice based on the created invoice data via a printer which is an example of the output device 114 (see FIG. 11).

[3. processing]
Here, an example of the business flow and the processing executed by the business support device 100 will be described with reference to FIG. 5 and the like.

[Step S1: Request processing for closing at the end of July 2018]
The operator inputs necessary information on the billing processing screen (not shown) displayed on the monitor 114 in order to carry out the billing processing (billing confirmation processing) for the billing destination X at the end of July 2018.
The billing processing unit 102a creates billing data (creation date: July 31, 2018) and collection schedule data (creation date: July 31, 2018) for the end of July 2018 based on the input information. Then, the created billing data is stored in the billing data storage unit 106a, and the created collection schedule data is stored in the collection schedule data storage unit 106b (see FIG. 6). For the sake of brevity, no deposit will be made. In addition, consumption tax shall not be incurred. In addition, the collection schedule will be the end of the following month after closing.

[Step S2: Change to the month following the billing deadline / the end of August 2018]
Since the operator did not receive permission to issue an invoice for the end of July 2018 from the invoice destination X, the operator displays the change input screen MA on the monitor 114 in order to change the dates of the invoice data and the collection schedule data created in step S1. Then, the identification number of the billing destination X is input in the input field for designating the billing destination provided on the change input screen MA (see FIG. 7).
The change unit 102b extracts the billing data associated with the input identification number from the billing data storage unit 106a, and extracts the collection schedule data associated with the billing data from the collection schedule data storage unit 106b (FIG. 6). reference).
The change unit 102b outputs the billing closing date included in the extracted billing data and the scheduled collection date included in the extracted scheduled collection data to the change input screen MA (see FIG. 7).
The operator changes the billing closing date of July 31, 2018 output on the change input screen MA to August 31, 2018 in order to change the billing closing date to the end of August 2018.
The change unit 102b changes the billing closing date (July 31, 2018) of the extracted billing data to the billing closing date (August 31, 2018) after the change. In addition, the change unit 102b will make a new collection in accordance with the billing deadline (August 31, 2018) after the change and the prescribed rules regarding the billing and collection timing of "collection at the end of the following month after the closing". The scheduled collection date (September 30, 2018) is derived, and the scheduled collection date of the extracted scheduled collection data is changed to the derived scheduled collection date.
As a result of the process of step S2, the extracted billing data and the collection schedule data change from the state shown in FIG. 6 to the state shown in FIG. 8 (however, the creation date remains unchanged on July 31, 2018).

Since the billing destination X did not give permission to issue the invoice for the end of July 2018, the invoice for the end of July 2018 will not be issued.

[Step S3: Request processing for closing at the end of August 2018]
The operator inputs necessary information on the billing processing screen (not shown) displayed on the monitor 114 in order to carry out the billing processing (billing confirmation processing) for the billing destination X at the end of August 2018.
The billing processing unit 102a creates billing data (creation date: August 31, 2018) and collection schedule data (creation date: August 31, 2018) at the end of August 2018 based on the input information. Then, the created billing data is stored in the billing data storage unit 106a, and the created collection schedule data is stored in the collection schedule data storage unit 106b (see FIG. 9).

Since the invoice issuance permission for the end of August 2018 has been obtained from the invoice destination X, the invoice closing date will not be changed.

[Step S4: Issuing an invoice for the end of August 2018]
Since the operator received permission from billing party X to issue an invoice for the end of August 2018, the operator requested the billing destination X to issue an invoice for the end of August 2018 based on the created billing data. The document issuance screen (not shown) is displayed on the monitor 114, and the identification number of the invoice destination X is input in the input field for specifying the invoice destination provided on the invoice issuance screen.
The creation unit 102c extracts from the billing data storage unit 106a billing data associated with the input identification number and whose billing closing date corresponds to August 2018 of the current year (see FIG. 10).
The creation unit 102c creates invoice data (issue date: August 31, 2018) related to the invoice for August 2018 based on the extracted invoice data. Specifically, the creation unit 102c sets (1) the previous month's billing amount of the extracted billing data: A00001 to the previous billing amount of the billing data, and (2) the current month's deposit amount of the billing data. Set the total amount of the billing data of the extracted billing Nos. Set the total sales amount, and (4) set the billing amount of the extracted billing No .: A00002 to the billing amount of the billing data at the end of the month.
The creation unit 102c prints the invoice MB via the printer based on the created invoice data (see FIG. 11).

As described above, according to the present embodiment, when the billing deadline is allowed to be changed according to the request of the billing party and the billing party gives permission to issue the bill, the bill will be invoiced on the changed billing deadline. Can be issued. In particular, according to the present embodiment, a closing invoice can be issued at any time. Here, (1) information regarding whether or not to issue an invoice is not information that can be determined by the input person at the stage of entering sales as in the case of a book, but information that is notified from the billing party immediately before issuing an invoice. , And (2) Unlike billing each time, it is necessary to print information such as the previous billing amount and the billing amount at the end of the month on the issued bill, so the billing content once confirmed is immediately before the bill issuance. It is necessary to take measures that are not normally performed, such as shifting to the next month, but according to this embodiment, this measure can be realized.

[4. Other embodiments]
In addition to the above-described embodiments, the present invention may be implemented in various different embodiments within the scope of the technical ideas described in the claims.

For example, of each of the processes described in the embodiments, all or part of the processes described as being performed automatically may be performed manually, or all the processes described as being performed manually. Alternatively, a part can be automatically performed by a known method.

In addition, the processing procedure, control procedure, specific name, information including parameters such as registration data and search conditions of each processing, screen examples, and database configuration shown in the present specification and drawings are not specified unless otherwise specified. Can be changed arbitrarily.

Further, with respect to the business support device 100, each component shown in the figure is a functional concept and does not necessarily have to be physically configured as shown in the figure.

For example, with respect to the processing functions included in the business support device 100, particularly each processing function performed by the control unit, even if all or any part thereof is realized by the CPU and a program interpreted and executed by the CPU. It may be implemented as hardware by wired logic. The program is recorded on a non-temporary computer-readable recording medium including a programmed instruction for causing the information processing apparatus to execute the process described in the present embodiment, and the business support apparatus is required. Read mechanically to 100. That is, in a storage unit such as a ROM or an HDD (Hard Disk Drive), a computer program for giving instructions to the CPU in cooperation with the OS and performing various processes is recorded. This computer program is executed by being loaded into RAM, and constitutes a control unit in cooperation with the CPU.

Further, this computer program may be stored in the application program server connected to the business support device 100 via an arbitrary network, and all or a part thereof can be downloaded as needed. is there.

Further, the program for executing the process described in the present embodiment may be stored in a non-temporary computer-readable recording medium, or may be configured as a program product. Here, the "recording medium" includes a memory card, a USB (Universal Serial Bus) memory, an SD (Secure Digital) card, a flexible disk, a magneto-optical disk, a ROM, an EPROM (Erasable Programmable Read Only Memory), and an EEPROM (registration). Trademarks) (Electrically Erasable and Programmable Read Only Memory), CD-ROM (Compact Disk Read Only Memory), MO (Magnet-Optical Disk), MO (Magnet-Optical Disk), DVD (Digital), DVD (Digital) It shall include any "portable physical medium".

Further, the "program" is a data processing method described in an arbitrary language or description method, regardless of the format such as source code or binary code. The "program" is not necessarily limited to a single program, but is distributed as a plurality of modules or libraries, or cooperates with a separate program represented by the OS to achieve its function. Including things. A well-known configuration and procedure can be used for a specific configuration and reading procedure for reading the recording medium in each device shown in the embodiment, an installation procedure after reading, and the like.

Various databases and the like stored in the storage unit are memory devices such as RAM and ROM, fixed disk devices such as hard disks, flexible disks, and storage means such as optical disks, and are used for various processes and website provision. Stores programs, tables, databases, files for web pages, etc.

Further, the business support device 100 may be configured as an information processing device such as a known personal computer or workstation, or may be configured as the information processing device to which an arbitrary peripheral device is connected. Further, the business support device 100 may be realized by mounting software (including a program or data) that realizes the processing described in the present embodiment on the device.

Further, the specific form of the distribution / integration of the device is not limited to the one shown in the drawing, and all or a part thereof may be functionally or physically in an arbitrary unit according to various additions or functional loads. It can be distributed and integrated. That is, the above-described embodiments may be arbitrarily combined and implemented, or the embodiments may be selectively implemented.

The present invention is particularly useful for companies whose customers are companies in the construction industry.

100 Business support device 102 Control unit
102a Billing processing unit
102b change part
102c Creation unit 104 Communication interface unit 106 Storage unit
106a Billing data storage
106b Data storage unit to be collected
106c Invoice data storage unit 108 Input / output interface unit 112 Input device 114 Output device 200 Server device 300 Network

Claims (3)

It is a business support device equipped with a control unit.
The control unit
From the billing data storage unit and the collection schedule data storage unit, the billing data associated with the specified billing destination for which the invoice issuance permission was not obtained and the collection schedule data associated with the billing data are extracted, and the extracted billing data is extracted. The billing closing date included in the data and the collection scheduled date included in the extracted collection schedule data are output to the screen displayed on the display unit, and when the billing closing date is changed on the screen, the extracted billing data is displayed. The billing closing date was changed to the billing closing date after the change, and the collection scheduled date of the extracted collection scheduled data was derived in accordance with the prescribed rules regarding the billing closing date after the change and the billing and collection timing. How to change to the scheduled collection date and
From the billing data storage unit, billing data linked to the designated billing address for which the invoice issuance permission has been obtained and whose billing closing date corresponds to a predetermined date is extracted, and based on the extracted billing data, the above-mentioned A means of creating invoice data for a given year and month, and
Business support device equipped with. An information processing device equipped with a control unit
From the billing data storage unit and the collection schedule data storage unit, the billing data associated with the specified billing destination for which the invoice issuance permission was not obtained and the collection schedule data associated with the billing data are extracted, and the extracted billing data is extracted. The billing closing date included in the data and the collection scheduled date included in the extracted collection schedule data are output to the screen displayed on the display unit, and when the billing closing date is changed on the screen, the extracted billing data is displayed. The billing closing date was changed to the billing closing date after the change, and the collection scheduled date of the extracted collection scheduled data was derived in accordance with the prescribed rules regarding the billing closing date after the change and the billing and collection timing. Change means to change to the scheduled collection date,
From the billing data storage unit, billing data linked to the designated billing destination for which the issuance permission of the bill has been obtained and whose billing closing date corresponds to a predetermined date is extracted, and based on the extracted billing data, the said Creating means to create invoice data for invoices for a given date,
Business support program to function as. The control unit of the information processing device including the control unit executes the control unit.
From the billing data storage unit and the collection schedule data storage unit, the billing data associated with the specified billing destination for which the invoice issuance permission was not obtained and the collection schedule data associated with the billing data are extracted, and the extracted billing data is extracted. The billing closing date included in the data and the collection scheduled date included in the extracted collection schedule data are output to the screen displayed on the display unit, and when the billing closing date is changed on the screen, the extracted billing data is displayed. The billing closing date was changed to the billing closing date after the change, and the collection scheduled date of the extracted collection scheduled data was derived in accordance with the prescribed rules regarding the billing closing date after the change and the billing and collection timing. Change steps to change to the expected collection date, and
From the billing data storage unit, billing data linked to the designated billing address for which the invoice issuance permission has been obtained and whose billing closing date corresponds to a predetermined date is extracted, and based on the extracted billing data, the above-mentioned Creation steps to create invoice data for invoices for a given year and month,
Business support methods including.

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