JP2022073634A - Bill issuance device, bill issuance method and bill issuance program - Google Patents

Abstract

To provide a bill issuance device, a bill issuance method and a bill issuance program that can issue bills according to a rule related to creation of bills in units of customers.SOLUTION: According to the present embodiment, a bill issuance method comprises: (1) acquiring, from contract data including a contract destination and a contract NO, a contract destination, linked to a contract NO in billing data including invoice data having the contract NO; (2) acquiring, from a transaction destination master including a transaction destination, a bill issuance division pattern, and bill print options, a bill issuance division pattern and bill printing options linked to the same transaction destination as the acquired contract destination; and (3) issuing bills corresponding to respective groups of invoice data acquired with the invoice data including the billing data divided into division units specified by the acquired bill issuance division pattern, the bills having information printed according to the acquired bill printing options.SELECTED DRAWING: Figure 7

Description

The present invention relates to an invoice issuing device, an invoice issuing method, and an invoice issuing program.

Patent Document 1 discloses a billing device and a program for the purpose of providing a function of apportioning the billed amount based on the energy use of shared equipment to each tenant from the viewpoint of energy saving measures (0007 of Patent Document 1). See paragraph).

Japanese Unexamined Patent Publication No. 2016-81475

In the building maintenance industry and the like as described in Patent Document 1, the building maintenance company provides services such as property cleaning and security to the business partner. Here, regarding the creation of an invoice for the services provided to the business partner, there are often rules for each business partner. For example, we want you to separate the invoice for the fixed-term contract and the spot contract, separate the invoice for each of the properties, and separate the invoice for each contract number.

However, if an invoice is issued every month according to a rule different for each business partner, there is a problem that the work load of the invoice issuing person of the building maintenance company becomes very large.

The present invention has been made in view of the above problems, and is an invoice issuing device and an invoice issuing method capable of issuing an invoice in accordance with the rules for creating an invoice determined for each business partner. And the purpose is to provide an invoice issuing program.

In order to solve the above-mentioned problems and achieve the object, the invoice issuing device according to the present invention includes a control unit and complies with the customer unit rule, which is a rule for creating an invoice determined for each customer. It is an invoice issuing device capable of issuing an invoice, and the control unit uses the contractor identification data for identifying the contractor and the contract identification data for identifying the contract with the contractor. Contractor acquisition means for acquiring contractor identification data associated with the contract identification data in the billing data including billing details data having contract identification data from the included contract data, and supplier identification data for identifying the supplier. And, in order to identify the division unit identification data for identifying the unit for dividing the billing item data included in the billing data into separate invoices, and the setting for displaying the information printed on the invoice. The business partner who acquires the division unit identification data and the display setting identification data associated with the same business partner identification data as the contractor identification data acquired by the contractor acquisition means from the business partner master including the display setting identification data of. Corresponds to each of the information acquisition means and the group of the billing detail data acquired by dividing the billing detail data included in the billing data into the division units specified by the division unit identification data acquired by the business partner information acquisition means. By issuing an invoice in which information is printed according to the display setting specified by the display setting identification data acquired by the customer information acquisition means, an invoice according to the customer unit rule is issued. It is characterized by having a first invoice issuing means for issuing.

Further, the billing apparatus according to the present invention is used in the building maintenance industry, and the division unit is for each type of contract, for each contract, or for each property of the business partner managed by the building maintenance company. It is a feature.

Further, the invoice issuing device according to the present invention can issue an invoice in accordance with the contract unit rule, which is a rule for creating an invoice determined in the contract unit, and the control unit prints the invoice on the invoice. By issuing an invoice with the information printed according to the settings made on the contract-specific invoice setting screen, which is a screen for setting the content and display of the information to be performed for each contract, the contract unit rule is followed. It is characterized by further providing a second invoice issuing means for issuing an invoice.

Further, in the billing apparatus according to the present invention, the control unit includes the contract identification data and the billing group identification data numbered in association with each setting made on the contract-by-contract bill setting screen. Further, a billing group storage means for acquiring billing group identification data associated with the contract identification data in the billing data for the next month's billing and storing it in the billing data for the next month's billing from the billing group detail data including The second invoice issuing means may issue an invoice for the next month's bill on which information is printed according to the setting corresponding to the billing group identification data stored in the billing group storage means. It is characterized by issuing invoices in accordance with contract unit rules.

Further, the invoice issuing method according to the present invention issues an invoice according to a customer unit rule, which is a rule for creating an invoice determined for each business partner, which is executed by an information processing apparatus including a control unit. A contract that is a possible invoicing method and includes contractor identification data for identifying a contractor and contract identification data for identifying a contract with the contractor, which is executed by the control unit. From the data, the contractor acquisition step for acquiring the contractor identification data associated with the contract identification data in the billing data including the billing detail data having the contract identification data, the contractor identification data for identifying the business partner, and the supplier identification data. Display for identifying the division unit identification data for identifying the unit for dividing the billing item data included in the billing data into separate invoices and the setting for displaying the information printed on the invoice. Acquisition of business partner information to acquire division unit identification data and display setting identification data associated with the same business partner identification data as the contractor identification data acquired in the contractor acquisition step from the business partner master including the setting identification data. Billing corresponding to each of the step and the group of the billing detail data acquired by dividing the billing detail data included in the billing data into the split units specified by the split unit identification data acquired in the customer information acquisition step. By issuing a document in which information is printed according to the display setting specified by the display setting identification data acquired in the supplier information acquisition step, an invoice according to the supplier unit rule is issued. It is characterized by including the first invoicing step.

Further, the invoice issuing program according to the present invention creates an invoice according to a customer unit rule, which is a rule for creating an invoice determined for each customer, for the information processing apparatus provided with the control unit to execute the invoice. An invoicing program that can be issued, the contractor identification data for identifying the contractor for the control unit to execute, and the contract identification data for identifying the contract with the contractor. From the included contract data, the contractor acquisition step for acquiring the contractor identification data associated with the contract identification data in the billing data including the billing detail data having the contract identification data, and the supplier identification data for identifying the business partner. And, in order to identify the division unit identification data for identifying the unit for dividing the billing item data included in the billing data into separate invoices, and the setting for displaying the information printed on the invoice. The business partner who acquires the division unit identification data and the display setting identification data associated with the same business partner identification data as the contractor identification data acquired in the contractor acquisition step from the business partner master including the display setting identification data of. Corresponds to each of the information acquisition step and the group of the billing detail data acquired by dividing the billing detail data included in the billing data into the division units specified by the division unit identification data acquired in the customer information acquisition step. By issuing the invoice with the information printed according to the display setting specified by the display setting identification data acquired in the supplier information acquisition step, the invoice according to the supplier unit rule is issued. It is characterized by including the first invoice issuance step to be issued.

According to the present invention, it is possible to issue an invoice in accordance with the rules for creating an invoice determined for each business partner.

FIG. 1 is a block diagram showing an example of the configuration of an invoice issuing device. FIG. 2 is a diagram showing an example of a business partner master maintenance screen and a business partner master. FIG. 3 is a diagram showing contract data for the contract of contract No .: T0001. FIG. 4 is a diagram showing contract data for the contract of contract No .: T0002. FIG. 5 is a diagram showing contract data for the contract of contract No .: T0003. FIG. 6 is a diagram showing an example of billing data for June 2020 billing. FIG. 7 is a diagram showing an example of an invoice for the property “Daiichi Building”. FIG. 8 is a diagram showing an example of an invoice for the property “second building”. FIG. 9 is a diagram showing an example of a portion of the invoice setting screen for selecting a predetermined contract. FIG. 10 is a diagram showing an example of a portion of the invoice setting screen for inputting detailed information about the selected contract. FIG. 11 is a diagram showing an example of billing group detailed data. FIG. 12 is a diagram showing an example of an invoice for contract No .: T0001. FIG. 13 is a diagram showing an example of an invoice for contract No .: T0002. FIG. 14 is a diagram showing an example of an invoice for contract No .: T0003. FIG. 15 is a diagram showing an example of billing data for July 2020 billing before storing the billing group No. FIG. 16 is a diagram showing an example of billing data for July 2020 billing after storing the billing group No.

Hereinafter, the invoice issuing device, the invoice issuing method, and the embodiment of the invoice issuing program 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 building maintenance company issues monthly invoices for the services provided based on the contract with the customer. There are various requests from customers for invoices, and if it is not easy to handle the system, the invoice may be created by EXCEL etc. outside the system. However, the act of issuing an invoice outside the system tends to be profane and is not recommended from the viewpoint of internal control.

Here, in a contract for comprehensive management of one office building, each company is required to express the details such as 1 to 3 below.
1. 1. Contract details Each work is expressed as a statement.
2. 2. All contract details are expressed in one line.
3. 3. It is expressed collectively in the details of each work classification (cleaning work, inspection work, security work) of the contract contents.

In addition to the request for the detailed expression of the invoice, there is also a request for the address and company information, and it is necessary to include the president's name and the representative contact information on the invoice to the government office. Usually, in many cases, the name of the department in charge and the contact information of the department are posted so that inquiries can be easily received.

You may also be required to separate invoices for fixed-term contracts and spot contracts (single contracts).

In order to issue invoices in response to these requests every month, it took a lot of time and effort to set the method of issuing invoices each time. This problem was especially noticeable when the number of invoices issued was large.

Therefore, in the present embodiment, for example, for a customer rule that is determined for each customer, an invoice is issued by holding the invoice expression method in association with the customer master (customer master) and contract data. Sometimes, the setting contents are read and the issuance process can be performed. As a result, it was possible to reduce the monthly setting load regarding how to issue invoices. On the other hand, customer requirements for individual contracts can be set by the clerical staff before issuing the invoice at the request of the sales staff.

Further, in the present embodiment, for example, it is possible to set the invoice to be divided between the fixed-term contract and the spot contract (one-off contract) and the invoice to be divided for each property. Hereinafter, a specific configuration and operation will be described.

[2. Constitution]
An example of the configuration of the invoice issuing device 100 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 invoice issuing device 100.

The invoice issuing device 100 is a commercially available desktop personal computer. The billing device 100 is not limited to a stationary information processing device such as a desktop personal computer, but is a portable notebook personal computer, a PDA (Personal Digital Assistants), a smartphone, a tablet personal computer, or the like on the market. It may be a type information processing device.

The invoice issuing 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 invoice issuing device 100 is communicably connected via an arbitrary communication path.

The communication interface unit 104 connects the invoice issuing 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 bill issuing device 100 and the server 200 so as to be communicable with each other, and is, for example, the Internet, a LAN (Local Area Network), or the like. The data of various masters and the like described later may be stored in the server 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 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.

The storage unit 106 includes, for example, a business partner master 106a, contract data 106b, billing data 106c, and billing group detail data 106d. The contract data 106b includes contract basic information data 106b1, contract sales detail data 106b, and contract sales detail data 106b3.

The invoice issuing device 100 according to the present embodiment can be used in any industry and industry involving the business of issuing an invoice, but can be used, for example, in the building maintenance industry. Typically used by the invoice issuer of the building maintenance company.

The business partner master 106a is a master for setting a business partner unit rule, which is a rule for creating an invoice determined for each business partner. As shown in FIG. 2, the account master 106a separately invoices, for example, the account identification data (account CD and account name) for identifying the account and the billing detail data included in the invoice data 106c. Includes division unit identification data for identifying units when dividing into, display setting identification data for identifying settings for displaying information printed on an invoice, and the like.

The division unit identification data is information indicating in which unit (from what cut) the billing details data is divided into separate invoices when a plurality of billing details data exist. The division unit is, for example, set for each type of contract (for example, set when it is desired to separate the invoice between a fixed-term contract and a one-off contract) and for each contract (when it is desired to separate the invoice for each contract). ) And each property of the business partner managed by the building maintenance company (set when it is desired to separate the invoice for each building) and the like. In this example, as shown in the setting location of the "invoice issuance division pattern" on the customer master maintenance screen of FIG. 2, the division unit is set for each property (by property).

The display setting identification data is information indicating whether or not to display predetermined information on the invoice, and how to display it when it is displayed. The display setting identification data includes, for example, a setting for displaying company information, a setting for displaying the billing department, a setting for displaying the wording of fees, a setting for displaying the payment due date, and a consumption tax calculation method. Settings for display and the like can be mentioned. In this example, as shown in the setting part of "Invoice printing option" on the customer master maintenance screen in Fig. 2, the company information is normally displayed, the billing department is not displayed, the fee wording is displayed, and the payment due date is displayed. Is displayed, and the consumption tax is set to display the total calculated amount.

The contract basic information data 106b1 is data for managing the basic information of the contract with the business partner. As shown in FIGS. 3 to 5, for example, the contract basic information data 106b1 includes contractor identification data (contractor) for identifying a contractor and contract identification data for identifying a contract with the contractor. (Contract No.), project identification data (project name) for identifying the project, property identification data (property) for identifying the property of the business partner managed by the building maintenance company, and contract start date. , Includes contract end date, etc.

The contract sales detail data 106b2 is data for managing the monthly billing amount for each business in each contract. As shown in FIGS. 3 to 5, for example, the contract sales detail data 106b2 includes the contract identification data (contract NO), a line number (sales detail line), and an industry identification for identifying the industry to which the business belongs. It includes data (industry), business identification data (business) for identifying the business, and monthly billing amount (billing amount (monthly amount)).

The contract sales detail data 106b3 is data obtained by monthlyly expanding the records of the contract sales details data 106b2. As shown in FIGS. 3 to 5, the contract sales detailed data 106b3 includes, for example, the contract identification data (contract NO), the line number (sales detail line), the month (working month), and the monthly billing. Includes amount (billed amount), etc.

The billing data 106c is data for managing the billing amount for the business partner. The billing data 106c includes a plurality of billing detail data. As shown in FIGS. 6, 15 and 16, the billing detail data includes, for example, billing identification data (billing NO) for identifying a billing to the business partner, the contract identification data (contract NO), and the contract identification data (contract NO). The line number (sales line), the industry identification data (industry), the business identification data (business), the month of billing (working month), the monthly billing amount (billing amount), and later. The billing group identification data (billing group NO) and the like are included. The value of the billing group identification data (billing group NO) is not updated unless the invoice is set.

The billing group detail data 106d is data for managing billing group identification data (billing group NO) that is numbered to identify the setting for each contract regarding the creation of the invoice. As shown in FIG. 11, the billing group detail data 106d contains, for example, the contract identification data (contract NO), the line number (sales detail line), the billing group identification data (billing group NO), and the like. include.

The control unit 102 is a CPU or the like that collectively controls the invoice issuing 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 functionally conceptually uses, for example, (1) from contract data including contractor identification data for identifying a contractor and contract identification data for identifying a contract with the contractor. To identify the contractor acquisition unit 102a as a contractor acquisition means for acquiring the contractor identification data associated with the contract identification data in the billing data including the billing detail data having the contract identification data, and (2) the business partner. Customer identification data, division unit identification data for identifying the unit for dividing the billing detail data included in the billing data into separate invoices, and display of information printed on the invoice. Split unit identification data and display setting identification data associated with the same supplier identification data as the contractor identification data acquired by the contractor acquisition means from the supplier master including the display setting identification data for identifying the settings. The division unit identification data specified by the customer information acquisition unit 102b as the customer information acquisition means for acquiring the data, and (3) the division unit identification data obtained by the customer information acquisition means for the billing details data included in the billing data. Invoices corresponding to each group of the billing details data acquired by dividing into units, in which information is printed according to the display settings specified by the display setting identification data acquired by the customer information acquisition means. By issuing, the first invoice issuing unit 102c as the first invoice issuing means for issuing an invoice in accordance with the customer unit rule, and (4) the content and display of the information printed on the invoice. A second invoice that issues an invoice according to the contract unit rule by issuing an invoice with information printed according to the settings made on the invoice setting screen for each contract, which is a screen for setting for each contract. The second invoice issuing unit 102d as a document issuing means, (5) the contract identification data, and the billing group identification data numbered in association with each setting made on the invoice setting screen for each contract. As a billing group storage means for acquiring billing group identification data associated with the contract identification data in the billing data for the next month's billing and storing it in the billing data for the next month's billing. A billing group storage unit 102e is provided. For the specific processing contents performed by each part, see the following [3. Specific example of processing] will be described.

[3. Specific example of processing]
In this item, a specific example of the process according to this embodiment will be described. In this example, how will the invoices for June and July 2020 be issued when the building maintenance company concludes three contracts with the business partner "□ △ Industry"? To explain.

[3-1. Account Master Settings]
First, the invoice setting information is set according to the business partner information. That is, as shown in FIG. 2, the customer master 106a is generated by setting the rule regarding the creation of the invoice for the business partner “□ △ industry” on the business partner master maintenance screen.

On the supplier master maintenance screen in Fig. 2, "By fixed-term contract / By spot contract" is an item to check when you want to print the fixed-term contract and spot contract separately, and "By property" is an invoice for each property. It is an item to be checked when it is desired to print separately for each contract number, and "by contract number" is an item to be checked when it is desired to print the invoice separately for each contract number. In this example, as can be seen from the customer master maintenance screen in FIG. 2, "□ △ Industry" wants to create invoices separately for each "property".

[3-2. Contract input]
Subsequently, the contract information is registered by inputting the contract. Specifically, the contract data 106b (see Fig. 3) for the contract NO: T0001 for the building comprehensive management business for the first building, which is an industrial property, and the first building, which is a □ △ industrial property. Contract data 106b (see Fig. 4) for the security service contract NO: T0002 and contract data for the building comprehensive management service for the second building, which is an industrial property. 106b (see FIG. 5) and are generated.

[3-3. Billing data generation process]
Subsequently, the billing information is generated by the billing data generation process. Specifically, based on the contract data 106b generated in [3-2], for example, for the billing for June 2020, the billing data 106c shown in FIG. 6 is generated.

[3-4. Invoice issuance process]
Finally, an invoice is issued based on the generated billing data 106c of FIG. There are cases where there is no customer request for each contract as a method of issuing an invoice, so the items will be explained separately below. In this item, the customer master 106a is set with the contents shown in FIG. 2, and the contract basic information data 106b1, the contract sales detail data 106b2, and the contract sales detailed data 106b3 are the contents shown in FIGS. 3 to 5. The explanation will proceed on the assumption that it is set in.

[3-4-1. If there is no individual contract customer request]
This item describes the case where there is no customer request for each contract. That is, a case where an invoice is issued according to the customer unit rule, which is a rule for creating an invoice determined for each business partner, will be described.

(1) Contractor Acquisition Process First, the contractor acquisition unit 102a obtains the contract identification data from the contract data 106b including the contractor identification data (contractor) and the contract identification data (contract NO). Acquires the contract destination identification data associated with the contract identification data in the billing data 106c including the billing details data having.

Specifically, in the billing data 106c of FIG. 6, there are three billing detail data having the contract No. T0001. In this case, the contractor acquisition unit 102a acquires the contractor "□ △ industry" and the property "first building" as information associated with the contract number: T0001 from the contract basic information data 106b1 in FIG.

Further, in the billing data 106c of FIG. 6, there is one billing detail data having the contract No. T0002. In this case, the contractor acquisition unit 102a acquires the contractor "□ △ industry" and the property "first building" as information associated with the contract number: T0002 from the contract basic information data 106b1 in FIG.

Then, in the billing data 106c of FIG. 6, there are three billing detail data having the contract number: T0003. In this case, the contractor acquisition unit 102a acquires the contractor "□ △ industry" and the property "second building" as information associated with the contract number: T0003 from the contract basic information data 106b1 of FIG.

(2) Customer information acquisition process Next, the customer information acquisition unit 102b has the customer identification data (customer CD), the division unit identification data (invoice issuance division pattern), and the display setting identification data. (Invoice printing option) and the division associated with the same customer identification data (customer CD) as the contractor identification data (contractor) acquired by the contractor acquisition unit 102a from the customer master 106a including. Acquire unit identification data (invoice issuance division pattern) and display setting identification data (invoice printing option).

Specifically, in (1), the contractor acquisition unit 102a performs "□ △ industry" as a contractor for all seven billing detail data included in the billing data 106c of FIG. Therefore, the business partner information acquisition unit 102b uses the business partner master 106a in FIG. 2 as information associated with the contract partner “□ △ industry” acquired by the contract partner acquisition unit 102a for all the seven billing details data. Get the following: That is, as the invoice issuance split pattern, "by fixed-term contract / spot contract = off, by property = on, by contract NO = off" is acquired. In addition, as the invoice printing option, "company information display = normal billing department display = non-display, fee wording display = display, payment date display = display, consumption tax calculation method = total amount calculation" is acquired.

(3) First invoice issuance process Finally, the first invoice issuing unit 102c obtains the invoice detail data included in the invoice data 106c by the business partner information acquisition unit 102b, and the division unit identification data (invoice issuance division). It is an invoice corresponding to each group of the billing details data divided and acquired according to the division unit specified by the pattern), and the display setting identification data (invoice printing option) acquired by the customer information acquisition unit 102b. By issuing the information printed according to the display setting specified in the above, an invoice (see FIGS. 7 to 8) according to the customer unit rule is issued.

Specifically, since the customer information acquisition unit 102b has acquired "by property = on" as the invoice issuance division pattern in (2), an invoice is issued for each property. Here, as described in (1), the contractor acquisition unit 102a acquires the "first building" as a property for the three billing statement data having the contract number: T0001, and has the contract number: T00021. The "first building" is acquired as a property for one billing statement data, while the "second building" is acquired as a property for three billing statement data having a contract number: T0003. Therefore, the first invoice issuing unit 102c is based on the three invoice detail data having the contract number: T0001 and the one billing detail data having the contract number: T0002 as the invoice corresponding to the property “first building”. Then, the invoice shown in FIG. 7 is issued, while the invoice shown in FIG. 8 is issued as the invoice corresponding to the property "second building" based on the three invoice detail data having the contract No .: T0003. Issue.

Since the invoice shown in FIG. 7 is an invoice corresponding to the property "first building", "property: first building" is printed. Further, the business and the billing amount included in the three billing detail data having the contract number: T0001 and the one billing detail data having the contract number: T0002 are printed. Then, in (2), the customer information acquisition unit 102b displays, as the invoice printing option, "company information display = normal, billing department display = non-display, fee wording display = display," for all seven billing details data. Since the payment date display = display, consumption tax calculation method = total amount calculation "has been acquired," cleaning service first cleaning department "is printed as company information on the invoice, the billing department is not printed, and the fee is charged. "Please bear the transfer fee" is printed as the wording, and "Payment date: July 31, 2020" is printed as the payment due date.

Since the invoice shown in FIG. 8 is an invoice corresponding to the property "second building", "property: second building" is printed. In addition, the business and the billing amount in the three billing details data having the contract No .: T0003 are printed. Since the display of the invoice printing option is the same as the invoice of FIG. 7 described in the previous paragraph, the description thereof will be omitted.

As described above, according to the invoice issuing device 100 according to the present embodiment, the invoice for the June 2020 bill to the business partner "□ △ industry" of the building maintenance company is issued according to the setting of "property unit". be able to.

[3-4-2. If there is a customer request for each contract]
This item describes the case where there is a customer request for each contract. That is, the case where the invoice is issued according to the contract unit rule, which is the rule regarding the creation of the invoice determined on the contract unit, will be described. The person in charge of issuing the invoice of the building maintenance company can know by oral communication from the sales person that the business partner wants to separate the method of invoicing for each contract.

(1) Contractor acquisition process First, the contractor acquisition unit 102a acquires the contractor identification data (contractor), the property, and the like by the same method as in (1) of [3-4-1]. Since the detailed processing contents are the same, the contractor acquisition unit 102a acquires the contractor "□ △ industry" and the property "Daiichi Building" as information linked to the contract number: T0001, and makes a contract. The contract partner "□ △ industry" and the property "Daiichi Building" etc. are acquired as the information linked to NO: T0002, and the contract partner "□ △ industry" and the property "Second" are acquired as the information linked to the contract NO: T0003. Acquire "building" etc.

(2) Settings on the invoice setting screen Next, the person in charge of issuing the invoice of the building maintenance company is a screen for setting the content and display of the information printed on the invoice for each contract. Select a predetermined contract on the invoice setting screen (see FIG. 9). For example, as shown in FIG. 9, when the contract number: T0001 is selected, as shown in FIG. 10, the invoice setting screen for each contract (see FIG. 10) is further displayed in a separate window, and the contract number is displayed from the screen. : It is possible to set the content and display of the information printed on the invoice for the contract of T0001.

As shown in FIG. 10, for the contract of contract No .: T0001, the billing address information and the invoice printing option are set from the contract-by-contract invoice setting screen shown in FIG. The invoice printing options include "Detail total display = Total total, Company information display = President name, Billing department display = Hidden, Fee wording display = Display, Payment date display = Hidden, Consumption tax calculation method = Total amount "Calculation" is set. Further, as shown in FIG. 10, "SG0001" is assigned as the billing group identification data (billing group No.) for the setting of the contract No. T0001.

Further, although not shown, the billing destination information and the invoice printing option can be set from the contract-by-contract invoice setting screen as in FIG. 10 for the contract with the contract No. T0002. As the invoice printing option, "Detail total display = total, company information display = normal, billing department display = non-display, fee wording display = display, payment date display = display, consumption tax calculation method = total amount calculation" Shall be set. Further, for the setting of the contract No. T0002, "SG0002" is assigned as the billing group identification data (billing group No.).

Although not shown, the billing destination information and the invoice printing option can be set from the contract-by-contract invoice setting screen as in FIG. 10 for the contract with the contract No. T0003. As the invoice printing option, "detailed summary display = normal, company information display = normal, billing department display = non-display, fee wording display = display, payment date display = display, consumption tax calculation method = total amount calculation" It shall be set. Further, for the setting of the contract No. T0003, "SG0003" is assigned as the billing group identification data (billing group No.).

As shown in FIG. 11, the numbered billing group identification data (billing group NO) is stored in the billing group detail data 106d in association with the contract identification data (contract NO).

(3) Second invoice issuance process Next, the second invoice issuing unit 102d issues an invoice with information printed according to the settings made on the contract-specific invoice setting screen (see FIG. 10). , Issue an invoice (see FIGS. 12 to 14) according to the contract unit rule. That is, the second invoice issuing unit 102d issues the invoice shown in FIG. 12 as the invoice corresponding to the contract No. T0001, and issues the invoice shown in FIG. 13 as the invoice corresponding to the contract No. T0002. , Contract No .: The invoice shown in FIG. 14 is issued as an invoice corresponding to T0003.

FIG. 12 shows an invoice corresponding to the contract of contract No .: T0001. As the property, the "first building" acquired by the contractor acquisition unit 102a in (1) is printed. Further, as described in (2), for the contract with the contract NO: T0001, since "detailed total display = total total" is selected as the invoice printing option, the billing detail data having the contract NO: T0001 is selected. The total amount of bills (25,000 yen, 40,000 yen and 18,000 yen) that the company has is printed at 83,000 yen. Then, as explained in (2), as the invoice printing option, "company information display = president name, billing department display = non-display, fee wording display = display, payment date display = non-display, consumption tax calculation method". Since "= Total amount calculation" is selected, "Cleaning service representative director Taro Yamada" is printed as company information, the billing department is not printed, "Please bear the transfer fee" is printed as the fee wording, and the payment date Is not printed.

FIG. 13 shows an invoice corresponding to the contract of contract No .: T0002. As the property, the "first building" acquired by the contractor acquisition unit 102a in (1) is printed. Further, as described in (2), for the contract with the contract number: T0002, since "detailed total display = total total" is selected as the invoice printing option, the billing detail data having the contract number: T0002 37,000 yen, which is the total amount of the bill (37,000 yen) that the company has, is printed. Then, as explained in (2), as the invoice printing option, "company information display = normal billing department display = non-display, fee wording display = display, payment date display = display, consumption tax calculation method = total amount". Since "Calculate" is selected, "Cleaning service first cleaning department" is printed as company information, the billing department is not printed, "Please bear the transfer fee" is printed as the fee wording, and "Payment due date" is " Payment date: July 31, 2020 "is printed.

FIG. 14 shows an invoice corresponding to the contract of contract No .: T0003. As the property, the "second building" acquired by the contractor acquisition unit 102a in (1) is printed. Further, as described in (2), for the contract with the contract number: T0003, since "detailed summary display = normal" is selected as the invoice printing option, the billing detail data having the contract number: T0003 is selected. Each of the invoices (20,000 yen, 30,000 yen and 15,000 yen) you have is printed. Then, as explained in (2), as the invoice printing option, "company information display = normal billing department display = non-display, fee wording display = display, payment date display = display, consumption tax calculation method = total amount". Since "Calculate" is selected, "Cleaning service first cleaning department" is printed as company information, the billing department is not printed, "Please bear the transfer fee" is printed as the fee wording, and "Payment due date" is " Payment date: July 31, 2020 "is printed.

As described above, according to the invoice issuing device 100 according to the present embodiment, the invoice for the June 2020 bill to the business partner "□ △ industry" of the building maintenance company is issued according to the setting of the "contract unit". be able to.

(4) Billing group storage process The billing group storage unit 102e is numbered in association with the contract identification data (contract NO) for each setting made on the contract-by-contract invoice setting screen (see FIG. 10). The billing group identification data (contract NO) associated with the contract identification data (contract NO) in the billing data 106c regarding the next month's billing from the billing group detail data 106d (see FIG. 11) including the billing group identification data (billing group NO). The billing group No.) is acquired and stored in the billing data 106c related to the billing of the next month.

Specifically, assuming that the billing data 106c for the billing for July 2020, which is the next month, is as shown in FIG. 15, the billing group storage unit 102e has the billing data 106c from the billing group detailed data 106d shown in FIG. Acquire "SG0001" as the billing group NO associated with the contract NO: T0001 in the billing data 106c, acquire "SG0002" as the billing group NO associated with the contract NO: T0002 in the billing data 106c, and obtain the contract NO in the billing data 106c. : Acquire "SG0003" as the billing group No. associated with T0003. Then, the billing group storage unit 102e stores the acquired billing group NO in the billing data 106c related to the billing for July 2020. The billing data 106c after storage is shown in FIG.

Subsequently, the second invoice issuing unit 102d prints the invoice for the next month in which the information is printed according to the setting corresponding to the billing group identification data (billing group NO) stored in the billing group storage unit 102e. By issuing, an invoice will be issued in accordance with the contract unit rule.

Specifically, the second invoice issuing unit 102d issues an invoice for July 2020 corresponding to the contract of contract NO: T0001 according to the setting corresponding to SG0001. The setting corresponding to SG0001 refers to the same setting as the setting for issuing the invoice for June 2020 (see FIG. 12) corresponding to the contract of contract No .: T0001.

Further, the second invoice issuing unit 102d issues an invoice for July 2020 corresponding to the contract of contract NO: T0002 according to the setting corresponding to SG0002. The setting corresponding to SG0002 refers to the same setting as the setting for issuing the invoice for June 2020 (see FIG. 13) corresponding to the contract of contract No .: T0002.

Then, the second invoice issuing unit 102d issues an invoice for July 2020 corresponding to the contract of contract NO: T0003 according to the setting corresponding to SG0003. The setting corresponding to SG0003 refers to the same setting as the setting for issuing the invoice for June 2020 (see FIG. 14) corresponding to the contract of contract No .: T0003.

As described above, according to the invoice issuing device 100 according to the present embodiment, when the invoice is issued in June 2020, the contract NO and the billing group NO are linked and held in the billing group detailed data 106d. By doing so, the invoice can be issued according to the setting of "contract unit" without setting again in July 2020 of the next month. In other words, the contents of the settings once made are carried over to the billing data 106c from the next month onward.

[4. Summary of this embodiment]
As described above, according to the invoice issuing device 100 according to the present embodiment, it is possible to issue an invoice in accordance with the rules for creating an invoice determined for each business partner. Further, according to the invoice issuing device 100 according to the present embodiment, for example, it is possible to issue an invoice in accordance with the rules for creating an invoice determined on a contract-by-contract basis, and further, the invoice is set again from the next month onward. Such issuance is possible without doing.

[5. 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 invoice issuing 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 invoice issuing device 100, particularly each processing function performed by the control unit, all or any part thereof is realized by the CPU and a program interpreted and executed by the CPU. 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 an invoice is issued as necessary. It is read mechanically by the device 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 invoice issuing device 100 via an arbitrary network, and all or a part thereof can be downloaded as needed. Is.

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 billing 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 invoice issuing 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.

The present invention is, for example, useful in the real estate maintenance industry, and particularly very useful in the building maintenance industry and the like.

100 Invoice issuing device 102 Control unit
102a Contractor acquisition department
102b Customer Information Acquisition Department
102c First invoice issuing department
102d Second invoice issuing department
102e Billing group storage unit 104 Communication interface unit 106 Storage unit
106a Account Master
106b Contract data
106b1 Contract basic information data
106b2 Contract sales details data
106b3 Contract sales detailed data
106c Billing data
106d Billing group detail data 108 I / O interface unit 112 Input device 114 Output device 200 Server 300 Network

Claims (6)

An invoice issuing device that has a control unit and can issue invoices in accordance with the rules for creating invoices that are determined on a business partner basis.
The control unit
From the contract data including the contractor identification data for identifying the contractor and the contract identification data for identifying the contract with the contractor, the said in the billing data including the billing detail data having the contract identification data. Contractor acquisition means to acquire contractor identification data linked to contract identification data,
The supplier identification data for identifying the business partner, the division unit identification data for identifying the unit for dividing the billing item data included in the billing data into separate invoices, and the division unit identification data printed on the invoice. The division unit identification associated with the same supplier identification data as the contractor identification data acquired by the contractor acquisition means from the supplier master including the display setting identification data for identifying the setting for displaying the information. Data and display settings Business partner information acquisition means for acquiring identification data,
It is an invoice corresponding to each group of the billing detail data acquired by dividing the billing detail data included in the billing data into division units specified by the division unit identification data acquired by the customer information acquisition means. First request to issue an invoice according to the customer unit rule by issuing information printed according to the display setting specified by the display setting identification data acquired by the customer information acquisition means. Book issuance means and
To prepare for
An invoice issuing device characterized by. Used in the building maintenance industry,
The division unit is for each type of contract, for each contract, or for each property of the business partner managed by the building maintenance company.
The invoice issuing device according to claim 1. It is possible to issue an invoice in accordance with the contract unit rule, which is a rule regarding the creation of an invoice determined on a contract unit.
The control unit
By issuing an invoice with information printed according to the settings made on the invoice setting screen for each contract, which is a screen for setting the content and display of the information printed on the invoice for each contract, the contract unit. Further provision of a second invoice issuing means to issue invoices in accordance with the rules,
The invoice issuing device according to claim 1 or 2. The control unit relates to the next month's billing from the billing group detailed data including the contract identification data and the billing group identification data numbered in association with each setting made on the contract-by-contract invoice setting screen. Further provided with a billing group storage means for acquiring billing group identification data associated with the contract identification data in the billing data and storing the billing group identification data in the billing data for the next month's billing.
The second invoice issuing means issues an invoice for the next month's bill on which information is printed according to the setting corresponding to the billing group identification data stored in the billing group storage means, whereby the contract unit. Issuing invoices according to the rules,
The invoice issuing device according to claim 3. It is an invoice issuing method that can issue an invoice according to the customer unit rule, which is a rule for creating an invoice determined for each customer, which is executed by an information processing device equipped with a control unit.
Executed by the control unit,
From the contract data including the contractor identification data for identifying the contractor and the contract identification data for identifying the contract with the contractor, the said in the billing data including the billing detail data having the contract identification data. The contract partner acquisition step to acquire the contract partner identification data associated with the contract identification data, and
The supplier identification data for identifying the business partner, the division unit identification data for identifying the unit for dividing the billing item data included in the billing data into separate invoices, and the division unit identification data printed on the invoice. The division unit identification associated with the same supplier identification data as the contractor identification data acquired in the contractor acquisition step from the supplier master including the display setting identification data for identifying the setting for displaying the information. Data and display settings The supplier information acquisition step to acquire identification data and
It is an invoice corresponding to each group of the billing details data acquired by dividing the billing details data included in the billing data into division units specified by the division unit identification data acquired in the customer information acquisition step. The first request for issuing an invoice according to the customer unit rule by issuing the information printed according to the display setting specified by the display setting identification data acquired in the customer information acquisition step. Book issuance step and
To include,
An invoice issuance method characterized by. An invoice issuing program that can issue invoices in accordance with the rules for each customer, which is a rule for creating invoices determined for each customer, to be executed by an information processing device equipped with a control unit.
To make the control unit execute
From the contract data including the contractor identification data for identifying the contractor and the contract identification data for identifying the contract with the contractor, the said in the billing data including the billing detail data having the contract identification data. The contract partner acquisition step to acquire the contract partner identification data associated with the contract identification data, and
The supplier identification data for identifying the business partner, the division unit identification data for identifying the unit for dividing the billing item data included in the billing data into separate invoices, and the division unit identification data printed on the invoice. The division unit identification associated with the same supplier identification data as the contractor identification data acquired in the contractor acquisition step from the supplier master including the display setting identification data for identifying the setting for displaying the information. Data and display settings The supplier information acquisition step to acquire identification data and
It is an invoice corresponding to each group of the billing details data acquired by dividing the billing details data included in the billing data into division units specified by the division unit identification data acquired in the customer information acquisition step. The first request for issuing an invoice according to the customer unit rule by issuing the information printed according to the display setting specified by the display setting identification data acquired in the customer information acquisition step. Book issuance step and
To include,
An invoice issuance program featuring.

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