JP2022138006A - Discount allocation device, discount allocation method, and discount allocation program - Google Patents

Abstract

To provide a discount allocation device, a discount allocation method, and a discount allocation program for facilitating early submission of a bill and allowing creation of a correct bill.SOLUTION: A discount allocation device acquires, from a place master, a linking method section for every combination of a customer and an operating place present on an allocation table, acquires, from a discount rate mater, a linking discount rate for every method section and every item combination according to every method section, adds up the amount on the allocation table in a unit of item combination for every method section and every item combination according to every method section, calculates a discount value by multiplying the discount rate by the add-up amount for every method section and every item combination according to every method section, generates a discount allocation record in which the discount value is linked to the item combinations for every method section and every item combination according to every method section, and stores the discount allocation record in the allocation table.SELECTED DRAWING: Figure 1

Description

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

Patent Document 1 includes the amount billed to the joint venture calculated based on the sales data, and the amount obtained by subtracting the amount billed to the joint venture from the sales amount included in the sales data is included as the discount amount. Techniques for generating billing data are disclosed.

Japanese Patent Application Laid-Open No. 2020-134976

By the way, in the construction equipment/materials rental business that rents construction equipments or materials, a business of discounting occurs. Also, in the construction equipment and material rental business, invoices are sometimes sent to site managers, and discount negotiations on the invoices may be conducted with each site manager. Discount rates and calculation methods are diversified. Furthermore, in the construction equipment/materials rental business, there are cases where the discount rate differs for each sales category, such as "rental fee", "basic fee", "compensation fee" and "fare".

However, in Patent Document 1 described above, the person in charge understands the discount contracts one by one, calculates the sales amount at the fixed price, calculates the total amount for each category, and multiplies the discount rate to reduce the discount amount to one site. It is necessary to calculate one by one, which takes an enormous amount of time. In addition, there is a problem that billing troubles may occur due to calculation errors.

The present invention has been made in view of the above, and provides a discount calculation device, a discount calculation method, and a discount calculation program capable of speeding up the submission of invoices and creating accurate invoices. intended to provide

In order to solve the above-described problems and achieve the object, a discount accounting device according to the present invention is a discount accounting device comprising a control unit, wherein sales of rental products or invoiced amounts are A recording table that manages locations and other items linked to each other, a location master that manages method classifications for identifying discount calculation methods for each combination of customers and rental product operating locations, and a location master that manages method classifications , a discount rate master prepared for each of a plurality of method classifications, which manages discount rates for each combination of items including customers and operating locations; Classification acquiring means for acquiring the associated method class from the location master for each combination of destination and work place, and for each of the acquired method classes and for each item combination corresponding to each method class, from the discount rate master, discount rate acquisition means for acquiring the associated discount rate; aggregating means for aggregating the amounts in the accounting table for each item combination for each of the acquired method categories and for each item combination according to each method category; Calculation means for calculating a discount amount by multiplying the obtained discount rate by the aggregated total amount for each of the acquired method categories and for each item combination according to each method category, and for each of the acquired method categories, and , generating means for generating a discount recording record in which the calculated discount amount is associated with the item combination for each item combination according to each method classification; and storage means for storing the generated discount recording record in the accounting table. and providing.

Further, the discount recording method according to the present invention is a discount recording method executed by a discount recording device having a control unit, wherein the sales of rental products or the invoiced amount are calculated according to the customer, the place of operation, and other items. , a location master that manages method classifications for identifying discount calculation methods for each combination of customer and rental product operating location, and a customer and A discount rate master prepared for each of a plurality of method classifications, which manages discount rates for each item combination including an operating location, and a customer present in the accounting table, which is executed by the control unit. For each combination of and operating place, from the location master, a class acquisition step of acquiring a linked method class, and for each of the acquired method classes and for each item combination according to each method class, from the discount rate master, a discount rate acquisition step of acquiring the associated discount rate; an aggregating step of aggregating the amounts in the calculation table for each item combination for each of the acquired method categories and for each item combination according to each method category; a calculating step of calculating a discount amount by multiplying the obtained discount rate by the aggregated total amount for each of the acquired method categories and for each item combination according to each method category; and for each of the acquired method categories, and , a generating step of generating a discount recording record in which the calculated discount amount is associated with the item combination for each item combination according to each method classification; and a storing step of storing the generated discount recording record in the accounting table. and

Further, a discount recording program according to the present invention is a recording sales program executed by a discount recording device having a control unit, wherein sales of rental products or invoiced amounts are recorded as customers, operating locations, and other items. Accounting table that manages by linking, location master that manages the method classification for identifying the discount amount calculation method for each combination of customer and rental product operation location, customer and operation according to the method classification A discount rate master prepared for each of a plurality of method categories that manages discount rates for each combination of items including locations; A classification obtaining step of obtaining a method classification to be linked from the location master for each combination of operating locations; an aggregating step of aggregating the amounts in the calculation table for each item combination for each of the acquired method categories and for each item combination according to each method category; a calculation step of calculating a discount amount by multiplying the obtained discount rate by the aggregated total amount for each method classification obtained and for each item combination according to each method classification, and for each of the obtained method classifications, and A generating step of generating a discount recording record in which the calculated discount amount is associated with the item combination for each item combination according to each method classification; and a storing step of storing the generated discount recording record in the accounting table. , and

ADVANTAGE OF THE INVENTION According to this invention, while aiming at early submission of a claim, an exact claim can be produced.

FIG. 1 is a schematic diagram showing an overview in a block diagram showing an example of the configuration of the discounting device according to the embodiment. FIG. 2 is a diagram showing an example of a product master table in the product master. FIG. 3 is a diagram showing an example of a basic rental information master table in the basic rental information master. FIG. 4 is a diagram showing an example of a location master table in the location master. FIG. 5 is a diagram showing an example of a discount rate master table by rental customer location in the discount rate master. FIG. 6 is a diagram showing an example of a discount rate master table by rental customer location contract classification in the discount rate master. FIG. 7 is a diagram showing an example of a discount rate master table by rental customer location product type contract classification. FIG. 8 is a diagram showing an example of a contract classification table. FIG. 9 is a flowchart showing an outline of processing executed by the discounting device according to the embodiment. FIG. 10 is a diagram showing an example of a rental delivery data table. FIG. 11 is a diagram showing another example of location names in the rental delivery data table. FIG. 12 is a diagram showing an example of a rental warehousing data table. FIG. 13 is a diagram showing an example of another location name in the rental storage data table. FIG. 14 is a diagram showing an example of the rental sales detail data table before discount. FIG. 15 is a diagram showing an example of a rental sales detail screen displayed on the output device by the discount accounting device when the automatic discount unit classification is the whole. FIG. 16 is a diagram showing an example of a discount detail data table generated by the discount accounting device when the automatic discount unit classification is all. FIG. 17 is a diagram showing an example of a billing statement data table generated by the discount accounting device when the automatic discount unit classification is all. FIG. 18 is a diagram showing an example of a rental sales detail screen displayed on the output device by the discount recording device when the automatic discount unit classification is the contract classification. FIG. 19 is a diagram showing an example of a discount detail data table generated by the discount accounting device when the automatic discount unit classification is product type contract classification. FIG. 20 is a diagram showing an example of a billing statement data table generated by the discount accounting device when the automatic discount unit classification is contract classification. FIG. 21 is a diagram showing an example of a rental sales detail screen displayed on the output device by the discount recording device when the automatic discount unit classification is product type contract classification. FIG. 22 is a diagram showing an example of a discount detail data table generated by the discount accounting device when the automatic discount unit classification is product type contract classification. FIG. 23 is a diagram showing an example of a billing detail data table generated by the discount accounting device when the automatic discount unit classification is product type contract classification.

Embodiments of a discounting device, a holiday setting management method, and a holiday setting management program according to the present invention will be described below in detail with reference to the drawings. It should be noted that the present invention is not limited by this embodiment.

[1. Constitution]
An example of the configuration of the discounting device according to the present embodiment will be described with reference to FIG. 1 and the like. FIG. 1 is a schematic diagram showing an overview in a block diagram showing an example of the configuration of a discounting device.

The discounting device 100 shown in FIG. 1 is a commercially available desktop personal computer. Note that the discounting device 100 is not limited to a stationary information processing device such as a desktop personal computer, and may be a portable device such as a commercially available notebook personal computer, PDA (Personal Digital Assistants), a smart phone, or a tablet personal computer. type information processing device.

The discounting device 100 includes a control section 102 , a communication interface section 104 , a storage section 106 and an input/output interface section 108 . Each unit included in the discounting device 100 is communicably connected via an arbitrary communication path.

The communication interface unit 104 communicably connects the discounting device 100 to the network 300 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 discounting device 100 and the server 200 so that they can communicate with each other, and is, for example, the Internet or a LAN (Local Area Network). Note that the data stored in the storage unit 106 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 section 108 . The output device 114 can be a monitor (including a home television), a speaker, or a printer. The input device 112 can be a keyboard, a mouse, a microphone, or a monitor that cooperates with the mouse to provide a pointing device function. Note that, hereinafter, the output device 114 may be referred to as the monitor 114 and the input device 112 may be referred to as the keyboard 112 or the mouse 112 .

The storage unit 106 stores various databases, tables, files, and the like. The storage unit 106 stores a computer program for performing various processes by giving commands to a CPU (Central Processing Unit) in cooperation with an OS (Operating System). As the storage unit 106, for example, memory devices such as RAM (Random Access Memory) and ROM (Read Only Memory), fixed disk devices such as hard disks, flexible disks, and optical disks can be used. The storage unit 106 stores a product master 106a, a rental basic information master 106b, a location master 106c, and a discount rate master 106d.

The product master 106a links and manages the product name, contract category, contract category name, product type, and product name for each rental product as a rental product.

FIG. 2 is a diagram showing an example of a product master table in the product master 106a. In the product master table T1 shown in FIG. 2, a product code as a rental product is managed in association with a product name, contract category, contract category name, product type, and product name. Specifically, in the product master table T1, the product code "NEBIKI" as the rental product is stored as the product name "discount", the contract category "90", the contract category name "discount", the product type "900", and the product type "900". It is managed by linking the name "Discount". Furthermore, in the product master table T1, the product code "RENTAL01" as the rental product is stored as the product name "rental product 01", the contract category "1", the contract category name "Nichigoku", the product type "100", and the product name " Exterior wall supplies" are linked and managed.

The basic rental information master 106b manages product codes for discount calculation.

FIG. 3 is a diagram showing an example of a basic rental information master table in the basic rental information master 106b. In the basic rental information master table T2 shown in FIG. 3, the automatic discount product code at the time of discount calculation is managed. Specifically, the basic rental information master table T2 manages the automatic discount product code "NEBIKI" at the time of discount calculation.

The location master 106c manages method categories for identifying discount amount calculation methods for each combination of customer and rental product operating location. Specifically, the location master 106c links and manages the automatic discount unit classification for each operating location of the rental product as the rental product.

FIG. 4 is a diagram showing an example of a location master table in the location master 106c. In the location master table T3 shown in FIG. 4, customer codes, location codes (site codes), location names (site names) and automatic discount unit divisions are linked and managed as operating locations for the products to be sold and to be lent. ing. Specifically, the location master table T3 contains customer code "TOK001", location code "GEN0001", location name "site name 0001", and automatic discount unit division " 0: All” is linked and managed. Here, the automatic discount unit classification "0: whole" is discounted at a set discount rate from the entire amount of the sales details. The automatic discount unit classification "1: contract classification" is discounted at a discount rate set for each amount of contract classification. The automatic discount unit classification "2: Product type contract classification" is for discounting at a discount rate set for each amount of product type.

The discount rate master 106d manages the discount rate for each of a plurality of method classifications for each item combination including the customer and the place of work according to the method classification for identifying the calculation method of the discount amount. Specifically, the discount rate master 106d has a discount rate master by rental customer location, a discount rate master by rental customer location contract classification, and a discount rate master by rental customer location product type contract classification.

FIG. 5 is a diagram showing an example of a discount rate master table by rental customer location in the discount rate master 106d. A customer code, a location code (site code), an application start date, an application end date, and a discount rate are linked and managed in the discount rate master table T4 by rental customer location shown in FIG. Specifically, the discount rate master table T4 by rental customer location includes customer code "TOK001", location code "GEN0001", application start date "2000/01/01", and discount rate "10.0%". are linked and managed.

FIG. 6 is a diagram showing an example of a discount rate master table by rental customer location contract classification in the discount rate master 106d. In the discount rate master table T5 by rental customer location contract classification shown in FIG. 6, the customer code, location code, contract classification, operation start date, application end date, and discount rate are linked and managed. Specifically, the discount rate master table T5 by rental customer location contract classification includes customer code "TOK001", location code "GEN0002", contract classification "10: rental", operation start date "2000/01/01" ”, and the discount rate “10.0%”.

FIG. 7 is a diagram showing an example of a discount rate master table by rental customer location product type contract classification. In the discount rate master table T6 by rental customer location product type contract classification shown in FIG. 7, customer code, location code, product type, contract classification, operation start date, application end date, and discount rate are linked and managed. . Specifically, the discount rate master table T6 by rental customer location product type contract classification includes customer code "TOK001", location code "GEN0003", product type "100: Exterior wall supplies", contract classification "10: rental", It is managed in association with the operation start date “2000/01/01” and the discount rate “5.0%”.

FIG. 8 is a diagram showing an example of a contract classification table. Contract classification codes and contract classification names are linked and managed in the contract classification table T7 shown in FIG. Specifically, in the contract classification table T7, the contract classification code "10" and the contract classification name "rental" are linked and managed.

In this way, the discount rate master 106d manages the discount rate for each of a plurality of method classifications for each item combination including the customer and the place of work according to the method classification for identifying the calculation method of the discount amount.

Returning to FIG. 1, the description of the configuration of the discounting device 100 is continued.
The control unit 102 is a CPU or the like that controls the discount calculating device 100 in an integrated manner. The control unit 102 has an internal memory for storing a control program such as an OS, a program defining various processing procedures, required data, and the like, and performs various information processing based on these stored programs. Run. The control unit 102 includes a category acquisition unit 102a, a discount rate acquisition unit 102b, a counting unit 102c, a calculation unit 102d, a generation unit 102e, and a storage unit 102f.

The class acquisition unit 102a acquires a method class associated with each combination of customer and work place existing in the accounting table from the location master.

The discount rate acquisition unit 102b acquires the associated discount rate from the discount rate master for each method category acquired by the category acquisition unit 102a and for each item combination corresponding to each method category.

The tabulation unit 102c tabulates the amount of money in the calculation table for each item combination for each method category acquired by the category acquisition unit 102a and for each item combination corresponding to each method category. In addition, the tabulation unit 102c tabulates the amounts in the billing date recording table for each item combination for each billing date of the customer.

The calculation unit 102d multiplies the discount rate acquired by the discount rate acquisition unit 102b and the aggregate amount aggregated by the aggregation unit 102c for each method category acquired by the category acquisition unit 102a and for each item combination according to each method category. to calculate the discount amount. The calculation unit 102d also calculates the discount amount for each billing date of the customer.

The generation unit 102e generates a discount record in which the discount amount calculated by the calculation unit 102d is associated with the item combination for each method category acquired by the category acquisition unit 102a and for each item combination corresponding to each method category. . The generation unit 102e also generates a discount record for each billing date of the customer.

The storage unit 102f stores the discount calculation record generated by the generation unit 102e in the calculation table. In addition, the storage unit 102f stores the discount accounting record generated by the creating unit 102e for each billing date of the customer in the accounting table for each billing date.

[2. Processing executed by the discounting device 100]
Next, processing executed by the discounting device 100 will be described. FIG. 9 is a flow chart showing an overview of the process executed by the discounting device 100. As shown in FIG.

As shown in FIG. 9, first, the discount calculating device 100 sets the product master 106a (step S101) and sets the basic rental information master 106b (step S102) according to the operation of the input device 112 by the operator. . Specifically, the discount calculating device 100 sets the commodity master table T1 and the basic rental information master table T2 shown in FIG. 2 according to the operation of the input device 112 by the operator.

Subsequently, the discount calculating device 100 sets the location master 106c according to the operation of the input device 112 by the operator (step S103). Specifically, the discount calculating device 100 sets the place master table T3 shown in FIG. 4 according to the operation of the input device 112 by the operator.

Subsequently, if the discount unit for the product is the entire product (step S104: Yes), the discount calculating device 100 proceeds to step S105, which will be described later. On the other hand, if the discount unit for the product is not the entire product (step S104: No), the discount calculating device 100 proceeds to step S106, which will be described later.

In step S105, the discount calculating device 100 sets the discount rate master for each rental customer location (see FIG. 5) according to the operation of the input device 112 by the operator. After step S105, the discount calculating device 100 proceeds to step S107, which will be described later.

In step S106, the discount calculating device 100 sets the discount rate master by rental customer location contract classification (see FIG. 6) according to the operation of the input device 112 by the operator. After step S106, the discount calculating device 100 proceeds to step S107, which will be described later. Note that the discount calculation device 100 may set a discount rate master by rental customer location product type contract classification (see FIG. 7) according to the operation of the input device 112 by the operator.

After step S105 or step S106, the discount calculating device 100 performs rental delivery input processing for generating rental delivery data according to the operation of the input device 112 by the operator (step S107).

FIG. 10 is a diagram showing an example of a rental delivery data table. FIG. 11 is a diagram showing another example of location names in the rental delivery data table. Rental delivery data table T8 shown in FIG. 10 and rental delivery data table T9 shown in FIG. , product name and quantity are linked and managed. Specifically, in the rental delivery data table T8 shown in FIG. Date "2020/12/01", item line "1", product code "RENTAL01", product name "rental product 01" and quantity "10" are linked and managed.

Subsequently, the discounting apparatus 100 performs a rental receipt input process for generating rental receipt data according to the operation of the input device 112 by the operator (step S108).

FIG. 12 is a diagram showing an example of a rental warehousing data table. FIG. 13 is a diagram showing an example of another location name in the rental storage data table. The rental receipt data table T10 shown in FIG. 12 and the rental receipt data table T11 shown in FIG. , product name and quantity are linked and managed. Specifically, the rental receipt data table T10 shown in FIG. Date "2020/12/20", item line "1", product code "RENTAL02", product name "rental product 02", and quantity "5" are linked and managed. In addition, the rental storage data table T10 shown in FIG. 12 and the rental storage data table T11 shown in FIG.

After that, every time the billing date arrives, the discounting apparatus 100 generates rental sales detail data for each location (for each site) based on the rental delivery data and the rental input data. A rental sales accounting process for generating rental sales detail data reflecting the discount is performed (step S109). Specifically, the discounting apparatus 100 generates rental sales detail data that associates outgoing data and incoming data with respect to the rental product (rental product) that is being rented during the target billing period. The details of the rental sales recording process will be described later. After step S109, the discounting device 100 terminates this process.

[3. Details of rental sales recording process]
Next, the details of the rental sales recording process will be described. FIG. 14 is a diagram showing an example of the rental sales detail data table before discount. The rental sales detail data table T12 as a recording table shown in FIG. 14 includes customer code, location code (site code), product code, product name, product type, contract classification, quantity, rental start date, rental end date, number of days. , unit price and amount are linked and managed. Specifically, the rental sales detail data table T12 includes customer code "TOK001", location code (site code) "GEN0001", product code "RENTAL01", product name "rental product 01", product type "100: outer wall Goods", contract category "10: rental", quantity "10", rental start date "2020/12/01", rental end date "2020/12/25", number of days "25", unit price "100" and amount " 25,000” are linked and managed.

14, for the product code "RENTAL01", the rental start date is the rental delivery date (rental start date = rental delivery date), and the rental end date is the rental delivery date (in FIG. 25). Furthermore, for the product code "RENTAL01", (1) the details of the rental fee are set as the number of days billed, and (2) the details of the basic fee are calculated by multiplying the delivery quantity by the unit price at the time of the first billing. Here, the billing days are assumed to be 25 working days from 12/01 to 12/25.

In FIG. 14, for the product code "RENTAL02", the rental start date is the rental delivery date (rental start date = rental delivery date), and the rental end date is the rental entry date (2020/12/20 in FIG. 14). do. Furthermore, for the product code "RENTAL02", (1) the details of the rental fee are set as the number of days billed, and (2) the details of the basic fee are calculated by multiplying the delivery quantity by the unit price at the time of the first billing. Here, the billing days are assumed to be 20 working days from 12/01 to 12/20.

Further, in FIG. 14, for the product code "UNTIN01", the unit price is calculated at 1*unit price at the first billing.

[3-1. Discount calculation when automatic discount unit classification is whole]
Next, discount calculation performed by the discount calculating device 100 when the automatic discount unit classification is whole (automatic discount unit classification=0: whole) will be described.

FIG. 15 is a diagram showing an example of a rental sales detail screen displayed on the output device 114 by the discount accounting device 100 when the automatic discount unit classification is whole. The rental sales detail screen P1 shown in FIG. 15 includes a rental sales detail data table T13 and a discount amount data table T14.

Since the rental sales detail data table T13 is the same as the rental sales detail data table T12 of FIG. 14 described above, detailed description thereof will be omitted.

In the discount amount data table T14, the current total amount, the discount rate, and the discount amount are linked and managed. Specifically, in the discount amount data table T14, the current total amount "100,000" of the amounts in the rental sales detail data table T13, the discount rate "10%" by which the current total amount is multiplied, and the discount rate for the current total amount. The multiplied discount amount "-10,000" (100,000 x 0.1 = 10,000) is linked and managed.

FIG. 16 is a diagram showing an example of a discount detail data table generated by the discount calculating device 100 when the automatic discount unit classification is all. The discount detail data table T15 as a discount recording record shown in FIG. 16 includes customer code, location code (site code), product code, product name, product type, contract classification, quantity, rental start date, and rental end date. , number of days and amount of money. Specifically, the discount detail data table T15 contains customer code "TOK001", location code (site code) "GEN0001", product code "NEBIKI", product name "discount", product type "900: discount ', contract classification '19: discount', quantity '1', rental start date '-', rental end date '-', number of days and amount '-10,000'.

FIG. 17 is a diagram showing an example of a billing statement data table generated by the discount accounting device 100 when the automatic discount unit classification is all. Customer code, location code (site code), product code, product name, product type, contract classification, quantity, rental start date, rental end date, number of days, and amount are linked to the invoice detail data table T16 shown in FIG. managed by Further, in addition to the contents of the rental sales detail data table T13 before the discount (items (1) to (5)), the contents of the discount detail data table T15 are added to the billing detail data table T16. (Item (6)). Specifically, item (6) of the billing detail data table T16 includes the customer code "TOK001", location code (site code) "GEN0001", product code "NEBIKI", product name "discount", product type " 900: discount”, contract category “19: discount”, quantity “1”, rental start date “-”, rental end date “-”, number of days “-” and amount “-10,000” are added. there is

As a result, every time the billing date arrives, the discount accounting device 100 generates rental sales detail data for each location (for each site) based on the rental delivery data and the rental input data. Since rental sales detail data reflecting discounts can be generated, bill submission can be accelerated and accurate bills can be created.

That is, in the rental sales recording process, the discount recording device 100 selects a combination of a customer (customer code) and an operation place (location code) that exist in the rental sales detail data table T13 as a recording table by the category acquisition unit 102a. Separately, from the location master 106c, the method classification (automatic discount unit classification = 0: whole) is acquired.

Subsequently, the discount calculating device 100 selects the method category (automatic discount unit category=0: whole) acquired by the discount rate acquiring unit 102a by the discount rate acquiring unit 102a, and the method category (automatic discount unit category= 0: Overall), the linked discount rate (10%) is acquired from the discount rate master 106d (discount rate master by rental customer location), and the aggregation unit 102c acquires the classification acquisition unit 102a. For each method category (automatic discount unit category = 0: all) and for each item combination corresponding to each method category, the amounts in the rental sales detail data table T13 as a recording table are totaled for each item combination (for example, 15 discount amount data table T14).

After that, the discount calculation device 100, for each method category (automatic discount unit category = 0: whole) acquired by the calculation unit 102d by the category acquisition unit 102a, and for each item combination according to the method category, The discount rate (10%) acquired by the discount rate acquiring unit 102b is multiplied by the aggregate amount (10,0000) aggregated by the aggregation unit 102c to calculate the discount amount (-10,000) (for example, the discount amount in FIG. 15 data table T14), the calculation unit 102d calculates the A discount detail data table T15 (see FIG. 16), which is a discount recording record that links the discount amount (-10,000) with the item combination, is generated.

Finally, the discount accounting device 100 stores the discount detail data table T15, which is the discount accounting record generated by the generating unit 102e, in the rental sales detail data table T13, which is the accounting table. A table T16 is generated and output to the output device 114. FIG.

[3-2. Discount calculation when the automatic discount unit classification is product contract classification]
Next, the discount calculation (automatic discount unit classification=1: contract classification) performed by the discount calculation device 100 when the automatic discount unit classification is product type contract classification will be described.

FIG. 18 is a diagram showing an example of a rental sales detail screen displayed on the output device 114 by the discount accounting device 100 when the automatic discount unit classification is contract classification. The rental sales detail screen P2 shown in FIG. 18 includes a rental sales detail data table T17 and a discount amount data table T18.

Since the rental sales detail data table T17 is the same as the rental sales detail data table T12 of FIG. 14 described above, detailed description thereof will be omitted.

In the discount amount data table T18, contract classification, contract classification total, discount rate and discount amount are linked and managed. Specifically, the discount amount data table T18 contains contract classification “10: rental”, contract classification total “55,000”, discount rate “10%”, and discount amount “-5,500” (55,00× 0.1=5,500) are linked and managed.

FIG. 19 is a diagram showing an example of a discount detail data table generated by the discount accounting device 100 when the automatic discount unit classification is product type contract classification. In the discount detail data table T19 shown in FIG. 19, the customer code, location code (site code), product code, product name, product type, contract classification, quantity, rental start date, rental end date, number of days, and amount are linked. and managed by contract classification. Specifically, the discount detail data table T19 contains customer code "TOK001", location code (site code) "GEN0001", product code "NEBIKI", product name "discount", product type "900: discount ', contract classification '10: rental', quantity '1', rental start date '-', rental end date '-', number of days and amount '-5,500'. Further, the discount detail data table T19 contains customer code "TOK001", location code (site code) "GEN0001", product code "NEBIKI", product name "discount", product type "900: discount", contract Classification "11: basic", quantity "1", rental start date "-", rental end date "-", number of days and amount "-3,750" are linked and managed. That is, the discount amount is associated with the contract classification in the discount detail data table T19.

FIG. 20 is a diagram showing an example of a billing statement data table generated by the discount accounting device 100 when the automatic discount unit classification is the contract classification. Customer code, location code (site code), product code, product name, product type, contract classification, quantity, rental start date, rental end date, number of days, and amount are linked to the invoice detail data table T20 shown in FIG. managed by Further, the billing statement data table T20 includes the content of the discount amount data table T18 in addition to the content of the rental sales statement data table T17 before the discount. Specifically, the billing detail data table T20 includes, in item "6", customer code "TOK001", location code (site code) "GEN0001", product code "NEBIKI", product name "discount", product type "900: discount", contract type "10: rental", quantity "1", rental start date "-", rental end date "-", number of days and amount "-5,500" are linked and managed there is Further, the billing details data table T20 has item "7", and the discount details data table T19 has customer code "TOK001", location code (site code) "GEN0001", product code "NEBIKI", product name "discount", product type "900: discount", contract type "11: basic fee", quantity "1", rental start date "-", rental end date "-", number of days and amount "-3,750" are linked and managed.

That is, in the rental sales recording process, the discount recording device 100 selects a combination of a customer (customer code) and an operation place (location code) that exist in the rental sales detail data table T13 as a recording table by the category acquisition unit 102a. Separately, from the place master 106c, the method classification (automatic discount unit classification=1: contract classification) is acquired.

Subsequently, the discount calculating device 100 selects the method category (automatic discount unit category=1: contract category) acquired by the category acquiring unit 102a, and the method category (automatic discount unit category = 1: contract classification), the discount rate (10%, 15%) is obtained, and the aggregating unit 102c classifies the method classification (automatic discount unit classification = 1: contract classification) obtained by the classification obtaining unit 102a, and for each item combination according to each method classification, as a calculation table The amounts in the rental sales detail data table T13 are totaled for each item combination (for example, the discount amount data table T18 in FIG. 18).

After that, the discount calculation device 100 calculates by the method classification (automatic discount unit classification = 1: contract classification) acquired by the calculation unit 102d by the classification acquisition unit 102a, and by the item combination according to the method classification , the discount rate obtained by multiplying the discount rate (10%, 15%) for each contract classification acquired by the discount rate acquisition unit 102b by the aggregate amount (55,000, 25,000) for each contract classification aggregated by the aggregation unit 102c to obtain the discount amount (-5,500, -3,750) is calculated (see, for example, the discount amount data table T18 in FIG. 18), and the generating unit 102e determines the method category (automatic discount unit category=1 : Contract classification) and for each item combination according to the method classification, the discount amount (-5,500, -3,750) calculated by the calculation unit 102d is linked with the item combination. A statement data table T19 (see FIG. 19) is generated.

Finally, the discount accounting apparatus 100 stores the discount detail data table T19, which is the discount accounting record generated by the generating unit 102e, in the rental sales detail data table T17, which is the accounting table. A table T20 (see FIG. 20) is generated and output to the output device 114. FIG.

[3-3. Discount calculation when the automatic discount unit classification is product type contract classification]
Next, discount calculation when the automatic discount unit classification is product type contract classification (automatic discount unit classification=2: product type contract classification) will be described.

FIG. 21 is a diagram showing an example of a rental sales detail screen displayed on the output device 114 by the discount accounting device 100 when the automatic discount unit classification is product type contract classification. The rental sales detail screen P3 shown in FIG. 21 includes a rental sales detail data table T21 and a discount amount data table T22.

Since the rental sales detail data table T21 is the same as the rental sales detail data table T12 of FIG. 14 described above, detailed description thereof will be omitted.

In the discount amount data table T22, the product type, contract classification, product type contract classification total, discount rate, and discount amount are linked and managed. Specifically, the discount amount data table T22 includes product type "100: Exterior wall products", contract classification "10: rental", contract classification total "25,000", discount rate "5%", and discount amount "-1". , 250” (2,00×0.05=1,250) are linked and managed.

FIG. 22 is a diagram showing an example of a discount detail data table generated by the discount accounting device 100 when the automatic discount unit classification is product type contract classification. Customer code, location code (site code), product code, product name, product type, contract classification, quantity, rental start date, rental end date, number of days, and amount are linked to the discount detail data table T23 shown in FIG. and managed by contract classification. Specifically, in the discount detail data table T23, item "6" includes customer code "TOK001", location code (site code) "GEN0001", product code "NEBIKI", product name "discount", Type "100: Exterior wall product discount", contract type "10: Rental", quantity "1", rental start date "-", rental end date "-", number of days and amount "-1,250" managed. That is, in the discount detail data table T23, the discount amount is associated with the combination of product type and contract classification.

FIG. 23 is a diagram showing an example of a billing statement data table generated by the discount accounting device 100 when the automatic discount unit classification is product type contract classification. Customer code, location code (site code), product code, product name, product type, contract classification, quantity, rental start date, rental end date, number of days, and amount are linked to the invoice detail data table T24 shown in FIG. managed by Furthermore, in addition to the contents of the rental sales detail data table T21 before the discount, the contents of the discount detail data table T23 are added to the billing detail data table T24. Specifically, in the billing detail data table T24, item "6" to item "9" include customer code "TOK001", location code (site code) "GEN0003", product code "NEBIKI", product name " Discount", Product type "100: Exterior wall supplies, 200: Scaffolding supplies", Contract classification "10: Rental fee, 11: Basic fee", Quantity "1", Rental start date "-", Rental end date "-", The number of days and amount of money "-1,250, -500, -3,000, -2,250" are linked and managed. Further, in the billing detail data table T24, item "7" includes customer code "TOK001", location code (site code) "GEN0003", product code "NEBIKI", product name "discount", product type "100: Exterior wall product", contract category "10: rental fee", quantity "1", rental start date "-", rental end date "-", number of days and amount "-500" are linked and managed.

That is, in the rental sales recording process, the discount recording device 100 selects a combination of a customer (customer code) and an operation place (location code) that exist in the rental sales detail data table T13 as a recording table by the category acquisition unit 102a. Separately, from the location master 106c, the linking method classification (automatic discount unit classification=2: product contract classification) is obtained.

Subsequently, the discount calculating device 100 selects the method category (automatic discount unit category=2: product contract category) acquired by the category acquiring unit 102a, and the method category (automatic discount unit Classification = 2: product contract classification) for each item combination according to the discount rate for each linked product contract classification from the discount rate master 106d (see the discount rate master table T6 by rental customer location product contract classification in FIG. 7) (5%, 10%, 15%) are acquired, and the aggregation unit 102c acquires the method classification (automatic discount unit classification = 2: product contract classification) acquired by the classification acquisition unit 102a, and according to each method classification For each item combination, the amounts in the rental sales detail data table T13 as a recording table are tabulated for each item combination (for example, the discount amount data table T22 in FIG. 21).

After that, the discount calculation device 100 calculates the item combination according to the method category (automatic discount unit category = 2: product contract category) acquired by the category acquisition unit 102a and the method category. Separately, the discount rate (5%, 10%, 15%) for each product type contract classification acquired by the discount rate acquiring unit 102b and the aggregated amount (25,000, 10,000, 30,000, 15%) aggregated by the aggregation unit 102c. , 000, 20,000) to calculate the discount amount (-1,250, -500, -3,000, -2,250) (see, for example, the discount amount data table T22 in FIG. 21), and generate The unit 102e obtains the method classification (automatic discount unit classification=2: product contract classification) acquired by the classification acquisition unit 102a, and for each item combination according to the method classification, for each product contract classification calculated by the calculation unit 102d. A discount detail data table T23 (see FIG. 22), which is a discount record in which discount amounts (-1,250, -500, -3,000, -2,250) are associated with item combinations, is generated.

Finally, the discount accounting apparatus 100 stores the discount detail data table T23, which is the discount accounting record generated by the generating unit 102e, in the rental sales detail data table T21, which is the accounting table. A table T24 (see FIG. 23) is generated and output to the output device 114. FIG.

According to the embodiment described above, since the storage unit 102f stores the discount accounting record generated by the generating unit 102e in the accounting table, it is possible to speed up invoice submission and create an accurate invoice. can be done.

Further, according to the embodiment, since the discount rate master 106d includes the discount rate master by customer location, the contract classification discount rate master by customer location, and the contract classification master by customer location, In terms of content, it is possible to accelerate the submission of invoices and create accurate invoices.

Further, according to the embodiment, the storage unit 102f stores the discount recording record generated by the generating unit 102e in the recording table for each customer billing date. Since there is no need to grasp the information, it is possible to submit invoices earlier, create accurate invoices, and improve the reliability of customers.

In addition, in the embodiment, the calculation unit 102d may perform fractional processing on the discount amount. For example, the calculation unit 102d may round down, round up, or round off the discount amount in units of 100 yen, 10 yen, or the like.

In addition, in the embodiment, in consideration of the case where the transaction is made via a trading company in the rental of construction machinery and materials as a rental product, the commission fee may be billed at a discounted price. In this case, the discount calculation device 100 causes the discount rate master 106d to store a commission master for managing the commission rate for each trading company that lends out the loaned product to the customer, and the discount rate acquisition unit 102b obtains the discount rate from the discount rate master 106d, which is linked to the trading company. Acquire the commission rate attached, aggregate the amounts in the accounting table stored by the aggregation unit 102c for each item combination, and multiply the aggregated amount for the accounting table stored by the calculation unit 102d by the acquired commission rate The trading company discount amount is calculated, the generating unit 102e generates a trading company discount recording record in which the trading company discount amount is linked to the customer, and the storage unit 102f stores the generated trading company discount recording record in the accounting table. good too. As a result, it is possible to quickly create a bill reflecting the commission discount, and to create an accurate bill.

In addition, in the embodiment, the generation unit 102e automatically generates a discount record (for example, the discount detail data table T19). (for example, rental sales detail data table T13) and discount amounts (for example, discount amount data table T14 in FIG. 15) are operated from the input device 114 to generate a discount recording record (for example, discount detail data table T19). may As a result, the operator can input the discount amount using the input device 112 after confirming each of the accounting table and the discount amount. can be discounted.

[4. Contribution to the Sustainable Development Goals (SDGs) led by the United Nations]
Since this embodiment can contribute to improving operational efficiency and promoting appropriate management decisions of companies, it is possible to contribute to Goals 8 and 9 of the SDGs.

In addition, the present embodiment can contribute to the reduction of disposal loss and the promotion of paperless and computerization.

In addition, since this embodiment can contribute to strengthening control and governance, it is possible to contribute to Goal 16 of the SDGs.

[5. Other embodiments]
The present invention may be implemented in various different embodiments other than the embodiments described above 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 can be manually performed, or all of the processes described as being manually performed Alternatively, some can be done automatically by known methods.

In addition, unless otherwise specified, the processing procedures, control procedures, specific names, information including parameters such as registration data and search conditions for each process, screen examples, and database configurations shown in this specification and drawings can be changed arbitrarily.

Also, with respect to the discounting device 100, each component shown in the figure is functionally conceptual, and does not necessarily need to be physically configured as shown in the figure.

For example, the processing functions of the discounting device 100, particularly the processing functions performed by the control unit, are implemented in whole or in part by a CPU and a program interpreted and executed by the CPU. Alternatively, it may be implemented as hardware using wired logic. The program is recorded on a non-temporary computer-readable recording medium containing programmed instructions for causing the information processing apparatus to execute the processing described in this embodiment, and is discounted as necessary. It is read mechanically by the device 100 . That is, a storage unit such as a ROM or HDD (Hard Disk Drive) stores a computer program for giving commands to the CPU in cooperation with the OS to perform various processes. This computer program is executed by being loaded into the RAM and constitutes a control section in cooperation with the CPU.

Also, this computer program may be stored in an application program server connected to the discounting apparatus 100 via any network, and it is possible to download all or part of it as necessary. is.

Also, the program for executing the processing described in this embodiment may be stored in a non-temporary computer-readable recording medium, or may be configured as a program product. Here, the term "recording medium" refers to memory cards, USB (Universal Serial Bus) memories, SD (Secure Digital) cards, flexible disks, magneto-optical disks, ROMs, EPROMs (Erasable Programmable Read Only Memory), EEPROMs (registered (trademark) (Electrically Erasable and Programmable Read Only Memory), CD-ROM (Compact Disk Read Only Memory), MO (Magneto-Optical disk), DVD (Digital Versatile Disk), and Disc (registered trademark) such as Blu- shall include any "portable physical medium".

A "program" is a data processing method written in any language or writing method, regardless of the format such as source code or binary code. In addition, the "program" is not necessarily limited to a single configuration, 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 the specific configuration and reading procedure for reading the recording medium in each device shown in the embodiments, the installation procedure after reading, and the like.

The various databases stored in the storage unit are storage means such as memory devices such as RAM and ROM, fixed disk devices such as hard disks, flexible disks, and optical disks. It stores programs, tables, databases, files for web pages, and so on.

Further, the discounting 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 any peripheral device is connected. Further, the discounting device 100 may be implemented by installing software (including programs, data, etc.) that causes the device to implement the processing described in the present embodiment.

Furthermore, the specific forms of distribution and integration of devices are not limited to those shown in the figures, and all or part of them can be functionally or physically arranged in arbitrary units according to various additions or functional loads. It can be distributed and integrated. In other words, the embodiments described above may be arbitrarily combined and implemented, or the embodiments may be implemented selectively.

INDUSTRIAL APPLICABILITY The present invention is useful in the rental industry that rents out construction equipment and the like.

100 discount calculation device 102 control unit 102a classification acquisition unit 102b discount rate acquisition unit 102c aggregation unit 102d calculation unit 102e generation unit 102f storage unit 104 communication interface unit 106 storage unit 106a product master 106b rental basic information master 106c location master 106d discount rate Master 108 Input/output interface unit 112 Input device 114 Output device 200 Server 300 Network

Claims (8)

A discounting device comprising a control unit,
A recording table that manages sales or billing amounts of rental products in association with customers, operating locations, and other items;
A location master that manages method classifications for identifying discount calculation methods for each combination of customer and rental product operating location,
A discount rate master prepared for each of multiple method classifications that manages the discount rate for each combination of items, including customer and operating location, according to the method classification;
is accessible to
The control unit
Classification acquiring means for acquiring a linking method class from the location master for each combination of customers and operating locations existing in the accounting table;
Discount rate acquisition means for acquiring a linked discount rate from the discount rate master for each of the acquired method categories and for each item combination according to each method category;
Aggregating means for aggregating the amounts in the accounting table for each item combination for each of the acquired method categories and for each item combination according to each method category;
a calculation means for calculating a discount amount by multiplying the obtained discount rate by the aggregated total amount for each of the acquired method categories and for each item combination according to each method category;
generating means for generating a discount recording record in which the calculated discount amount is associated with the item combination for each of the acquired method classifications and for each item combination according to each method classification;
a storage means for storing the generated discount accounting record in the accounting table;
be prepared,
A discounting device characterized by: The discount rate master
A discount rate master for each customer location in which the discount rate is set for each combination of customer and operating location,
Customer location contract classification discount rate master in which discount rate is set for each combination of customer, operating location and contract classification;
A customer location type contract classification master in which a discount rate is set for each combination of customer, operating location, type and contract classification,
including
2. The discounting device of claim 1, wherein: The counting means is
For each customer's billing date, aggregate the amounts in the accounting table on the billing date for each item combination,
The calculation means are
Calculate the discount amount for each customer's billing date,
The generating means is
Generate the discount recording record for each customer's billing date,
The storage means
storing the discount accounting record for each customer's billing date in the accounting table for each billing date;
3. A discounting device according to claim 1 or 2, characterized in that: The calculation means are
performing rounding on the discount amount;
The discounting device according to any one of claims 1 to 3, characterized in that: The discount rate master
It further includes a commission master that manages the commission rate for each trading company that lends the loaned product to customers,
The discount rate acquisition means is
Acquire the commission rate associated with the trading company from the discount rate master,
The counting means is
aggregating the amounts in the stored accounting table for each item combination;
The calculation means are
calculating the discount amount of the trading company by multiplying the total amount calculated with respect to the stored accounting table by the acquired commission rate;
The generating means is
Generate a trading company discount recording record that associates the discount amount of the trading company with the customer,
The storage means
storing the generated trading company discount recording record in the recording table;
The discounting device according to any one of claims 1 to 4, characterized in that: The generating means is
Generating the discount record in response to an operation from the input device for the credit table displayed by the output device and the discount amount;
The discounting device according to any one of claims 1 to 5, characterized in that: A discounting method executed by a discounting device comprising a control unit,
A recording table that manages sales or billing amounts of rental products in association with customers, operating locations, and other items;
A location master that manages method classifications for identifying discount calculation methods for each combination of customer and rental product operating location,
A discount rate master prepared for each of multiple method classifications that manages the discount rate for each combination of items, including customer and operating location, according to the method classification;
is accessible to
executed by the control unit;
a segment acquiring step of acquiring a linking method segment from the location master for each combination of customers and operating locations existing in the accounting table;
a discount rate acquisition step of acquiring the associated discount rate from the discount rate master for each of the acquired method categories and for each item combination according to each method category;
an aggregating step of aggregating the amounts in the accounting table for each item combination for each of the acquired method categories and for each item combination according to each method category;
a calculation step of calculating a discount amount by multiplying the acquired discount rate by the aggregated total amount for each of the acquired method categories and for each item combination according to each method category;
a generation step of generating a discount recording record in which the calculated discount amount is associated with the item combination for each of the acquired method classifications and for each item combination according to each method classification;
a storage step of storing the generated discount accounting record in the accounting table;
including
A discounting method characterized by: A recorded sales program executed by a discounting device comprising a control unit,
A recording table that manages sales or billing amounts of rental products in association with customers, operating locations, and other items;
A location master that manages method classifications for identifying discount calculation methods for each combination of customer and rental product operating location,
A discount rate master prepared for each of multiple method classifications that manages the discount rate for each combination of items, including customer and operating location, according to the method classification;
is accessible to
executed by the control unit;
a segment acquiring step of acquiring a linking method segment from the location master for each combination of customers and operating locations existing in the accounting table;
a discount rate acquisition step of acquiring the associated discount rate from the discount rate master for each of the acquired method categories and for each item combination according to each method category;
an aggregating step of aggregating the amounts in the accounting table for each item combination for each of the acquired method categories and for each item combination according to each method category;
a calculation step of calculating a discount amount by multiplying the acquired discount rate by the aggregated total amount for each of the acquired method categories and for each item combination according to each method category;
a generation step of generating a discount recording record in which the calculated discount amount is associated with the item combination for each of the acquired method classifications and for each item combination according to each method classification;
a storage step of storing the generated discount accounting record in the accounting table;
including
A discounting program characterized by:

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