JP2022073190A - Budget/actual result management device, budget/actual result management method and budget/actual result management program - Google Patents

Abstract

To provide a budget/actual result management device, a budget/actual result management method and a budget/actual result management program that make persons in charge aware of whether an order is not included in an operational budget while a project is in process.SOLUTION: A budget/actual result management device comprises: an operational budget input part which inputs and registers operational budget data including construction identification information, articles or service, unit prices, quantities, and amounts in a storage part when an order for construction is accepted; and an order placement processing part which inputs order placement data including the construction identification information, articles or service, order placement unit prices, quantities, order placement amounts, and an order date as operated by a person in charge on an order placement inquiry screen, refers to the operational budget data to indicate that an order is not included in the budget if the order which is not included in the operational budget is input, and determines and registers the order placement data in the storage part when an approver approves the input order placement data on an order placement inquiry screen.SELECTED DRAWING: Figure 1

Description

The present invention relates to a forecast / actual management device, a forecast / actual management method, and a forecast / actual management program.

For example, in the construction work industry, an execution budget is set when an order is received, and the actual cost incurred is recorded at the time of completion for budget management. For example, Patent Document 1 is a system for managing cost forecasts and actual costs.

Japanese Unexamined Patent Publication No. 2014-221710

However, Patent Document 1 does not describe anything about always being aware of whether or not an order is out of the execution budget while the project is in progress.

The present invention has been made in view of the above, and provides a forecast / actual management device, a forecast / actual management method, and a forecast / actual management program that can always be aware of whether or not an order is out of the execution budget while the project is in progress. With the goal.

In order to solve the above-mentioned problems and achieve the object, the present invention is a forecast / actual management device including a storage unit and a control unit, and the control unit is used for construction identification information when an order for construction is received. , Execution budget input means for inputting execution budget data including goods or services, unit price, number, and amount, and registering in the storage unit, and construction identification information according to the operation of the person in charge on the order inquiry input screen. Enter the order data including goods or services, order unit price, quantity, order date, refer to the execution budget data, and if an order outside the execution budget is entered, display that it is out of budget, and also The input order data is provided with an order processing means for confirming the order data and registering it in the storage unit when the approval of the approver is obtained on the order inquiry screen. ..

Further, according to one aspect of the present invention, the order outside the execution budget may include an order exceeding the amount of the execution budget and an order for goods or services not included in the execution budget.

Further, according to one aspect of the present invention, the ordering inquiry screen may be configured so that the ordering within the execution budget can be collectively approved.

Further, according to one aspect of the present invention, the order inquiry screen may be configured to require individual approval for orders outside the execution budget.

Further, according to one aspect of the present invention, the control unit further creates an order list outside the execution budget, which is a list of actual results outside the execution budget, with reference to the order data registered in the storage unit. It may be provided with a performance output means for outputting.

Further, in order to solve the above-mentioned problems and achieve the object, the present invention is a forecast / actual management method executed by an information processing apparatus including a storage unit and a control unit, and is executed by the control unit. When there is an order for construction, the execution budget input process including the construction identification information, goods or services, unit price, number, and amount of money is input and registered in the storage unit, and in the order inquiry input screen. When order data including construction identification information, goods or services, order unit price, quantity, and order date is input according to the operation of the person in charge, and an order outside the execution budget is input with reference to the execution budget data. Displays that it is out of budget, and when the approval of the approver is obtained on the order inquiry screen for the entered order data, the order data is confirmed and registered in the storage unit. It is characterized by including a processing step.

Further, in order to solve the above-mentioned problems and achieve the object, the present invention is a forecast / actual management program for causing an information processing apparatus provided with a control unit and a storage unit to execute, and the control unit is used for construction work. When there is an order, the person in charge in the execution budget input process that inputs the execution budget data including construction identification information, goods or services, unit price, number, and amount and registers it in the storage unit, and the order inquiry input screen. According to the operation of, input the order data including the construction identification information, the product or service, the order unit price, the number, and the order date, refer to the execution budget data, and if an order outside the execution budget is input, the budget. An order processing process that displays the fact that it is outside and, when the approval of the approver is obtained on the order inquiry screen for the input order data, confirms the order data and registers it in the storage unit. It is characterized by being a forecast / actual management program for executing.

According to the present invention, it is possible to always be aware of whether or not the order is out of the execution budget while the project is in progress.

FIG. 1 is a block diagram showing an example of the configuration of the forecast / actual management device according to the present embodiment. FIG. 2 is a diagram showing a configuration example of construction data, execution budget data, and ordering data. FIG. 3 is a diagram showing a flow for explaining an outline of the entire processing of the control unit of the budget management device according to the present embodiment. FIG. 4 is a diagram for explaining a specific example of processing of the control unit of the forecast / actual management device according to the present embodiment. FIG. 5 is a diagram for explaining a specific example of processing of the control unit of the forecast / actual management device according to the present embodiment. FIG. 6 is a diagram for explaining a specific example of processing of the control unit of the forecast / actual management device according to the present embodiment. FIG. 7 is a diagram for explaining a specific example of processing of the control unit of the forecast / actual management device according to the present embodiment. FIG. 8 is a diagram for explaining a specific example of processing of the control unit of the forecast / actual management device according to the present embodiment. FIG. 9 is a diagram for explaining a specific example of processing of the control unit of the forecast / actual management device according to the present embodiment. FIG. 10 is a diagram for explaining a specific example of processing of the control unit of the forecast / actual management device according to the present embodiment. FIG. 11 is a diagram for explaining a specific example of processing of the control unit of the forecast / actual management device according to the present embodiment. FIG. 12 is a diagram for explaining a specific example of processing of the control unit of the forecast / actual management device according to the present embodiment. FIG. 13 is a diagram for explaining a specific example of processing of the control unit of the forecast / actual management device according to the present embodiment. FIG. 14 is a diagram for explaining a specific example of processing of the control unit of the forecast / actual management device according to the present embodiment. FIG. 15 is a diagram for explaining a specific example of processing of the control unit of the forecast / actual management device according to the present embodiment.

Embodiments of 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]
For example, in the construction work industry, an execution budget is set when an order is received, and actual costs incurred are recorded at the time of completion for budget management.

However, although an execution budget is set at the time of receiving a construction order, the forecast and actual management cannot be performed correctly due to the low awareness of on-site orders outside the budget. Specifically, the construction industry as a whole has a low awareness of on-site employees regarding forecast and actual management, and the construction period for each project is long, making it difficult to manage forecasts and actuals in the middle of a project. The problems are that the order is placed and the product is eventually in the red and the profit margin is low.

In addition, as the scale of construction increases and the number of orders increases, erroneous orders and the burden on approvers have become major issues. Furthermore, when receiving an order for new construction, it is not possible to reflect similar forecast / actual information in the past, and low-precision forecast / actual management is repeated.

Therefore, in this embodiment, we have constructed a mechanism that enables the person in charge and the approver to always be aware of whether or not the order is outside the execution budget while the project is in progress. More specifically, in this embodiment, (1) a function that can always confirm whether the order is within the execution budget or outside the execution budget at the time of ordering / approval, and (2) collectively approving the order within the execution budget. Equipped with functions that enable it, (3) a function that requires individual approval for orders outside the execution budget, and (4) a function that obtains a list of orders outside the execution budget and can be used for analysis of forecast and actual management. bottom.

According to this embodiment, (1) it is possible to always be aware of whether or not the order is out of the execution budget while the project is in progress. (2) By enabling batch approval for orders within the execution budget, it is possible to reduce the load on the approval work. (3) Orders outside the execution budget must be individually approved to prevent erroneous orders. (4) It is possible to improve the accuracy of the execution budget by making a budget at the time of receiving an order by referring to the information on the budget management of similar projects in the past. In the following explanation, the execution budget input / ordering of the product will be described, but the present invention is not limited to this, and is also applied to various services associated with the construction such as outsourcing work (for example, wallpapering). It is possible. Therefore, in the following description, the description of "goods" shall mean "goods or services".

[2. Constitution]
An example of the configuration of the forecast / actual management device according to the present embodiment will be described with reference to FIG. FIG. 1 is a block diagram showing an example of the configuration of the forecast / actual management device.

The budget management device 100 is a commercially available desktop personal computer. The forecast / actual management 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 budget management 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 budget management device 100 is connected so as to be able to communicate with each other via an arbitrary communication path.

The communication interface unit 104 connects the budget management 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 budget management device 100 to the server 200, the terminal 400, and the like so as to be communicable with each other, and is, for example, the Internet, a LAN (Local Area Network), or the like. The terminal 400 ... Is a terminal device used by a person in charge, an approver, or the like. The person in charge, the approver, etc. can perform data communication with the forecast / actual management device 100 by using the terminal 400 ... For example, data input or inquiry to the forecast / actual management device 100 (for example, construction work). Data entry, execution budget data entry, ordering data entry, inquiry of these data, etc.) are possible.

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 realizes a pointing device function in cooperation with the mouse. 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 an instruction 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) / 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.

Further, the storage unit 106 includes a construction data file 106a, an execution budget data file 106b, and an ordering data file 106c. FIG. 2 is a diagram showing a configuration example of construction data, execution budget data, and ordering data.

The construction data file 106a is a file for storing construction data. As shown in FIG. 2, the construction data may include data such as a construction number, a billing address, a total order amount, and a construction completion date.

The execution budget data file 106b is a file for storing the execution budget data. As shown in Fig. 2, the execution budget data includes construction number, serial number, product, budget unit price, budget quantity, budget amount, execution budget remaining quantity (= budget quantity-order quantity), and execution budget remaining amount (= budget). Amount-order amount) data may be included.

The order data file 106c is a file for storing order data. As shown in FIG. 2, the order data may include data of a construction number, a product, an order unit price, an order quantity, a discount amount, an order date, and an inside / outside budget classification (within or out of budget).

The control unit 102 is a CPU or the like that comprehensively controls the forecast / actual management 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. Run. The control unit 102 is functionally conceptually provided with a construction data input unit 102a, an execution budget input unit 202b, an order processing unit 102c, a performance output unit 102d, and a screen display control unit 102e.

For example, the construction data input unit 102a provides a construction data input screen (not shown) to the terminal 400 of the person in charge in response to a request from the terminal 400 of the person in charge, and the person in charge on the construction data input screen of the terminal 400. The construction data is input and stored in the construction data file 106a according to the operation of.

The execution budget input unit 102b receives, for example, a request from the terminal 400 of the person in charge.
The execution budget input screen is provided to the terminal 400 of the person in charge, and the construction identification information (construction number) is performed according to the operation of the person in charge on the execution budget input screen of the terminal 400 (see, for example, FIGS. 5 and 6). , Product, budget unit price, and execution budget data including budget quantity are input and stored in the execution budget data file 106b.

The order processing unit 102c, for example, on the order inquiry input screen (see, for example, FIGS. 5 and 6), depending on the operation of the terminal 400 of the person in charge, the construction identification information, the product, the order unit price, the order quantity, the order amount, Enter the order data including the order date, refer to the execution budget data in the execution budget data file 106b, and if an order outside the execution budget is entered, it is displayed that it is out of budget, and the input is made. Regarding the order data, when approval is obtained by the operation of the approver's terminal 400 on the order inquiry screen (see, for example, FIGS. 10 and 11), the order data is confirmed and stored in the order data file 106c. The order processing unit 102c places an order based on the confirmed order data.

In this case, the order outside the execution budget may include the order exceeding the amount of the execution budget and the order of the product not in the execution budget. Further, on the order inquiry screen, it may be configured so that the order within the execution budget can be approved in a lump sum. Further, the order inquiry screen may be configured to require individual approval for orders outside the execution budget.

For example, the performance output unit 102d provides the execution budget non-execution order list screen to the person in charge terminal 400 in response to a request from the person in charge terminal 400, and the execution budget non-execution order list screen of the terminal 400 (for example, Refer to the order data file 106c according to the operation of the person in charge on (see FIGS. 13 and 14). Is created and displayed (output).

The screen display control unit 102e controls, for example, the display of various screens to be displayed on the monitor 114 and the reception of input thereof.

[3. Concrete example]
A specific example of the processing of the estimation / actual management device 100 in the present embodiment will be described with reference to FIGS. 1 to 15. FIG. 3 is a diagram showing a flow for explaining an outline of the entire processing of the control unit 102 of the forecast / actual management device 100 in the present embodiment. With reference to FIG. 3, the outline of the entire processing of the control unit 102 of the forecast / actual management device 100 in the present embodiment will be described.

(Overall processing)
In FIG. 3, first, the construction data input unit 102a executes the construction data input processing (step S1). Specifically, in the construction data input process, the construction data input unit 102a provides, for example, a construction data input screen (not shown) to the terminal 400 of the person in charge in response to a request from the terminal 400 of the person in charge. According to the operation of the person in charge on the construction data input screen of 400, the construction data is input and stored in the construction data file 106a.

The actual output unit 102d executes an order output process outside the execution budget (step S2). Specifically, in the non-execution budget order output process, the actual output unit 102d provides, for example, a non-execution budget order list screen to the person in charge terminal 400 in response to a request from the person in charge terminal 400. According to the operation of the person in charge on the execution budget input screen of the terminal 400, the order data file 106c is referred to to create and display (output) an order list outside the execution budget, which is a list of actual results outside the execution budget. )do.

The execution budget input unit 102b executes the execution budget input process (step S3). Specifically, in the execution budget input process, the execution budget input unit 102b provides, for example, an execution budget input screen to the terminal 400 of the person in charge in response to a request from the terminal 400 of the person in charge, and executes the terminal 400. Input execution budget data including construction identification information (construction number), product, budget unit price, budget quantity, and budget amount according to the operation of the person in charge on the budget input screen, and store it in the execution budget data file 106b. do. The person in charge can input the execution budget data while referring to the non-execution budget order list for similar projects, for example.

The order processing unit 102c executes the order processing (step S4). Specifically, in the order processing, the order processing unit 102c performs the following processing. The execution budget input unit 102b provides, for example, an order inquiry input screen to the person in charge's terminal 400 in response to a request from the person in charge's terminal 400, and operates the person in charge on the order inquiry input screen of the terminal 400, etc. According to, input the order data including the data of the product, the unit price, the quantity, the discount amount, the order date, and the budget internal / external classification. When an order outside the execution budget is input, the order processing unit 102c displays that it is out of the budget. In this case, the order outside the execution budget may include the order exceeding the amount of the execution budget and the order of the product not in the execution budget.

When the approval button is pressed after inputting the order data on the order inquiry input screen, the order processing unit 102c sends an order inquiry screen to the approver's terminal 400, and the approver's order inquiry screen is displayed on the terminal 400. If approval is obtained by the operation, the order number is automatically generated, the order data is transmitted to the supplier, and the order data file 106c is stored. The order inquiry screen may be configured to enable batch approval for orders within the execution budget. Further, the order inquiry screen may be configured to require individual approval for orders outside the execution budget.

4 to 15 are diagrams for explaining a specific example of the processing of the control unit 102 of the forecast / actual management device 100 in the present embodiment. A specific example of the processing of the control unit 102 of the forecast / actual management device 100 in the present embodiment will be described with reference to FIGS. 4 to 15.

(Construction data input processing)
In the construction data input processing, the construction data input unit 102a inputs construction data and stores it in the construction data file 106a.

FIG. 4 is a diagram showing an example of construction data. In the example of construction data shown in FIG. 4, the first line is the construction number "1", the billing address "○○ construction", the total order amount "2,000,000", and the construction completion date "2020/6/1". , Construction number "2", billing address "XX company", total order amount "5,000,000", construction completion date "2020/6/10".

(Execution budget input processing)
In the execution budget input process, the execution budget input unit 102b inputs the execution budget data including the construction number, serial number, product, unit price, quantity, and amount according to the operation of the terminal 400 of the person in charge on the execution budget input screen. Input and store in the execution budget data file 106b. The person in charge can input the execution budget data while referring to, for example, the order list outside the execution budget.

FIG. 5 is a diagram showing a display example of the execution budget input screen. FIG. 6 is a diagram showing a display example of the breakdown input screen of the execution budget input screen. (1) After receiving an order for construction work, make an execution budget based on the operating budget. Use the out-of-budget order list to make a budget while checking past out-of-budget orders for works of the same scale and content. (2) When the execution budget is set, the gross profit amount and the gross profit rate are automatically calculated and confirmed with respect to the order amount.

FIG. 7 is a diagram showing an example of execution budget data registered on the execution budget input screen. Since there is no order data yet when the execution budget is created, the value equal to the quantity and amount of the execution budget data is set for the remaining quantity and amount of the execution budget.

In the example of the execution budget data shown in FIG. 7, the first line is the construction number "1", the serial number "1", the product "wallpaper", the unit price "2,000", the quantity "50", and the amount "100,000". , Execution budget remaining quantity "50", Execution budget remaining amount "100,000", second line is construction number "1", serial number "2", product "nail", unit price "16,000", quantity "2", amount of money "32,000", remaining amount of execution budget "2", remaining amount of execution budget "32,000", third line is construction number "2", serial number "1", product "iron" , Unit price "15,000", quantity "10", amount "150,000", execution budget remaining quantity "10", execution budget remaining amount "150,000".

(Order processing)
In the order processing, the order processing unit 102c, for example, on the order inquiry input screen, according to the operation of the terminal 400 of the person in charge, the order data including the construction identification information, the product, the order unit price, the order quantity, the order amount, and the order date. Is entered, and the execution budget data in the execution budget data file 106b is referred to using the construction identification information as a key, and if an order outside the execution budget is entered, it is displayed that the order is out of the budget, and the input is made. When the order data is approved by the operation of the approver's terminal 400 on the order inquiry screen, the order data is confirmed and stored in the order data file 106c. The order processing unit 102c places an order based on the confirmed order data.
On the order inquiry screen, orders within the execution budget can be approved collectively, and orders outside the execution budget are individually approved.

FIG. 8 is a diagram showing a display example of the order inquiry input screen. On the order inquiry input screen, the details registered in (1) Execution budget are displayed in a list. (2) Select the line number and enter the order data based on the execution budget. (3) When ordering a product that is not within the execution budget, register it empty after the line number. In that case, it is registered as "out of budget". (4) Regarding discounts, if you want to discount for each order instead of for individual products, create a new line, but the discount does not mean that you are ordering products that are different from the execution budget, so it will not be outside the budget. .. (5) Confirm the input contents and press the approval button to send it for approval. The order number is automatically assigned at this timing.

FIG. 9A is a diagram showing an example of order data registered on the order inquiry input screen. The first line is the construction number "1", the order number "10001", the product "wallpaper", the unit price "2,000", the quantity "40", the amount "80,000", and the budget internal / external classification "within budget". ing. Since the order is within the initial budget of "10,000", it is within the budget.

The second line is the construction number "1", order number "10001", product "nail", unit price "17,000", quantity "2", amount "34,000", budget inside / outside classification "outside budget". ing. It is out of the budget because the order exceeds the execution budget "32,000".

The third line is the construction number "1", the order number "10001", the product "discount", the unit price "-3,000", the quantity "1", and the inside / outside budget classification "within budget". The discount line is within the budget.

The 4th line is the construction number "1", the order number "10001", the product "wood", the unit price "10,000", the quantity "5", the amount "50,000", and the budget category "out of budget". ing. It is out of the budget because it is a product that was not available at the time of the execution budget.

The fifth line is the construction number "2", the order number "10002", the product "iron", the unit price "15,000", the quantity "10", the amount "150,000", and the budget category "within budget". ing. The order was within the initial budget of "150,000", so it is within the budget.

By registering the order data, the execution budget remaining quantity (= execution budget quantity-order quantity) and execution budget balance (= execution budget amount-order amount) of the execution budget data shown in FIG. 9 (B) are shown in FIG. 9 (C). ) Is updated.

FIG. 10 is a diagram showing a display example of the order inquiry screen. FIG. 11 shows an individual detail confirmation / approval screen. The order inquiry screen shown in FIG. 10 includes a field for inputting an order date and a supplier, a batch approval ON button, a batch approval OFF button, an approval area for approving order data, an approval button, and a batch approval button. It is equipped with.

In the approval area, a check box, an order number, whether or not the budget is out of budget, a subject, and details of the order amount are displayed.

The batch approval ON button is a button for setting the check boxes of the approval area to ON in a batch. Order numbers that are out of budget are not turned on. The batch approval OFF button is a button for collectively setting the check boxes of the approval area to OFF.

The batch approval button is a button for collectively approving the details for which the check box is ON. The approval button is a button for launching an individual detail confirmation / approval screen (the screen to be launched is the same as the order inquiry input screen), and confirming and approving the details one by one.

(1) If you want to approve the order data you want to approve in a batch, press the batch approval ON button to turn on all check buttons except outside the budget, and press the batch approval button to turn on all the order data with the check box ON. Is approved.

(2) For order data that is not included in the execution calculation, press the approval button to launch the individual detail confirmation / approval screen shown in Fig. 11, and confirm and approve the details one by one (the screen to be launched is the same as the order inquiry input screen). ). Even for data that is not out of budget, you can check and approve each item in detail with the approval button.

FIG. 12 is a diagram showing an example of ordering data. In FIG. 12, regarding the order number "10001", the first line is included in the execution budget, and the third line is within the budget because of the discount line. The second line exceeds the amount of the execution budget, and the fourth line is out of the budget because the product was not included in the execution budget in the first place. As described above, since the order number "10001" includes out-of-budget, batch approval cannot be performed on the order inquiry screen, and individual approval is required on the detail confirmation / approval screen.

Regarding the order number "10002", the fifth line is included in the execution budget, so it is within the budget. Since only the rows are within the budget, it is possible to approve them all at once on the order inquiry screen.

(Order output processing outside the execution budget)
In the non-execution budget order output process, the actual output unit 102d refers to the order data file 106c according to the operation of the terminal 300 of the person in charge on the non-execution budget order list screen, and the actual non-execution budget actual results. Create and display (output) a list of orders outside the execution budget, which is a list. In the non-execution budget order list, it is possible to analyze by outputting the actual results outside the execution budget at any timing such as monthly.

FIG. 13 is a diagram showing a display example of the order list screen outside the execution budget. FIG. 14 is a diagram showing a display example of the arrangement order change screen. FIG. 15 is a diagram showing an output example of an order list outside the execution budget.

In the example of the order list screen outside the execution budget shown in FIG. 13, the area for setting the extraction conditions such as the establishment, the target period, the project type, the number of construction days, the construction number, and the total order amount, and the order for changing the order. A "order button" for displaying the sort order change screen, a "print button" for printing the screen display, and a list of orders outside the execution budget by extracting data that matches the extraction conditions from the order data file 106c. It has an "output button" for outputting a table. In the example of the sort order change screen shown in FIG. 14, it is possible to change the ascending order / descending order by inputting a numerical value so as to be the “sorting order” of the items to be sorted.

To explain the processing procedure, (1) set the extraction conditions on the non-execution budget order list screen, (2) change the order on the sort order change screen, and (3) list the non-execution budget orders that match the extraction conditions. Check by outputting (displaying, printing, etc.) the table.

By confirming what kind of out-of-budget orders are common for each project type and construction scale (order amount), it can be reflected in similar projects and the accuracy of the execution budget can be improved.

As described above, according to the present embodiment, when an order for construction is received, the execution budget data including the construction identification information, the product, the unit price, the quantity, and the amount of money is input to the execution budget data file 106b. In the execution budget input unit 102b to be registered and the order inquiry input screen, input the order data including construction identification information, product, order unit price, quantity, order amount, and order date according to the operation of the person in charge, and execute budget data. If an order outside the execution budget is entered, it will be displayed that it is out of budget, and if the approval of the approver is obtained on the order inquiry screen for the entered order data. Since the order processing unit 102c for confirming the order data and registering it in the order data file 106c is provided, it is possible to always be aware of whether or not the order is out of the execution budget while the project is in progress.

[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 idea described in the claims.

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

In addition, processing procedures, control procedures, specific names, information including parameters such as registration data and search conditions for each processing, screen examples, and database configurations shown in this specification and drawings are not specified unless otherwise specified. Can be changed arbitrarily.

Further, with respect to the forecast / actual management 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 budget management 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. Well, it may be realized 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 is recorded on a non-temporary computer-readable recording medium. Read mechanically to 100. That is, a computer program for giving instructions to the CPU in cooperation with the OS and performing various processes is recorded in a storage unit such as a ROM or an HDD (Hard Disk Drive). This computer program is executed by being loaded into RAM, and cooperates with the CPU to form a control unit.

Further, this computer program may be stored in an application program server connected to the budget management device 100 via an arbitrary network, and all or part of the computer program may be downloaded as needed. be.

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 Disc), MO (Magnet-Optical Disc), DVD (Digital), DVD (Digital) It shall include any "portable physical medium".

Further, the "program" is a data processing method described in any 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 multiple modules or libraries, or cooperates with a separate program represented by the OS to achieve its function. Including things. It should be noted that well-known configurations and procedures can be used for specific configurations and reading procedures for reading the recording medium in each apparatus shown in the embodiment, installation procedures 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 forecast / actual management 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 forecast / actual management 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.

Furthermore, the specific form of distribution / integration of the device is not limited to that shown in the figure, and all or part of the device may be functionally or physically in any 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.

100 Forecast management device 102 Control unit 102a Construction data input unit 102b Execution budget input unit 102c Order processing unit 102d Actual output unit 102e Screen display control unit 104 Communication interface unit 106 Storage unit 106a Construction data file 106b Execution budget data file 106c Order data file 108 Input / output interface unit 112 Input device 114 Output device 200 Server 300 Network 400 Terminal

Claims (7)

It is a forecast / actual management device equipped with a storage unit and a control unit.
The control unit
An execution budget input means for inputting execution budget data including construction identification information, goods or services, unit price, number, and amount of money and registering it in the storage unit when an order for construction is received.
On the order inquiry input screen, input the order data including construction identification information, goods or services, order unit price, number, order amount, order date according to the operation of the person in charge, and execute with reference to the execution budget data. If an order outside the budget is entered, it is displayed that it is out of budget, and if the approval of the approver is obtained on the order inquiry screen for the entered order data, the order data is confirmed. And the order processing means to be registered in the storage unit,
A forecast and actual management device characterized by being equipped with. The forecast / actual management device according to claim 1, wherein the order outside the execution budget includes an order exceeding the amount of the execution budget and an order for goods or services not included in the execution budget. The forecast / actual management device according to claim 1, wherein the order inquiry screen is configured to enable batch approval of orders within the execution budget. The forecast / actual management device according to claim 1, wherein the order inquiry screen is configured to require individual approval for an order outside the execution budget. The control unit further
Claims 1 to 1 include a performance output means for creating and outputting a non-execution budget order list, which is a list of non-execution budget results, with reference to the order data registered in the storage unit. The budget management device according to any one of claims 4. It is a forecast / actual management method executed by an information processing device equipped with a storage unit and a control unit.
Executed in the control unit,
When there is an order for construction, the execution budget input process that inputs the execution budget data including the construction identification information, goods or services, unit price, number, and amount and registers it in the storage unit, and the execution budget input process.
On the order inquiry input screen, input the order data including construction identification information, goods or services, order unit price, number, order amount, order date according to the operation of the person in charge, and execute with reference to the execution budget data. If an order outside the budget is entered, it is displayed that it is out of budget, and if the approval of the approver is obtained on the order inquiry screen for the entered order data, the order data is confirmed. And the order processing process to be registered in the storage unit,
A budget management method characterized by including. It is a forecast / actual management program to be executed by an information processing device equipped with a control unit and a storage unit.
In the control unit
When there is an order for construction, the execution budget input process that inputs the execution budget data including the construction identification information, goods or services, unit price, number, and amount and registers it in the storage unit, and the execution budget input process.
On the order inquiry input screen, input the order data including construction identification information, goods or services, order unit price, number, order amount, order date according to the operation of the person in charge, and execute with reference to the execution budget data. If an order outside the budget is entered, it is displayed that it is out of budget, and if the approval of the approver is obtained on the order inquiry screen for the entered order data, the order data is confirmed. And the order processing process to be registered in the storage unit,
A budget management program for running.

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