JP2024046315A - Information processing device, information processing method and program - Google Patents

Abstract

[Problem] To flexibly inherit information for items common between corresponding forms. [Solution] A CPU 11 of an information processing device 1 accepts input of information into input fields for a plurality of items displayed on a form input screen (quote input screen 41) related to an estimate (first form). The CPU 11 also accepts a designation input as to whether or not to connect (associate) an estimate and a delivery note (second form) previously associated with the estimate for each of a plurality of items common to the estimate and the delivery note. The CPU 11 also displays, on the delivery note input screen 42, an input field for an item for which a designation input for connection has been accepted, among a plurality of items displayed on a form input screen (delivery note input screen 42) related to the delivery note, with the information entered in the input field for that item on the estimate input screen 41 entered. [Selected Figure] FIG. 4

Description

The present invention relates to an information processing device, an information processing method, and a program.

Conventionally, a document creation device has been disclosed that performs the transcription process for a document to be created by referencing a document format information management unit in which item names of a document to be transcribed and item names of a document to be transcribed are registered in pairs (see, for example, Patent Document 1).

JP 2002-207724 A

However, in the document creation device disclosed in Patent Document 1, the transcription process is performed uniformly, which can lead to the problem that unnecessary items are transcribed depending on the document.

The present invention was made in consideration of such problems, and aims to flexibly transfer information about items that are common between corresponding documents.

In order to solve the above problems, an information processing device according to the present invention includes:
a first reception means for accepting input of information into input fields of a plurality of items displayed on a form input screen related to the first form;
For each of a plurality of items common between the first form and a second form associated with the first form in advance, whether or not to perform correspondence between the first form and the second form. a second reception means for accepting the specified input;
Among the input fields of a plurality of items displayed on the form input screen related to the second form, the input field of the item for which the designation input to perform the association is accepted by the second receiving means is a display control means for displaying information entered in the input field of the item on the form input screen related to the form on the form input screen related to the second form;
It is characterized by having the following.

Furthermore, in order to solve the above problems, an information processing method according to the present invention includes:
a first reception step of accepting information input into input fields of a plurality of items displayed on a form input screen related to the first form;
For each of a plurality of items common between the first form and a second form associated with the first form in advance, whether or not to perform correspondence between the first form and the second form. a second reception step of accepting the specified input;
Among the input fields for a plurality of items displayed on the form input screen related to the second form, the input field for the item that has received the designation input to perform the association in the second reception step is a display control step of displaying information entered in the input field of the item on the form input screen related to the form on the form input screen related to the second form;
It is characterized by including.

In order to solve the above problems, the program according to the present invention comprises:
The computer of the information processing device,
a first receiving means for receiving input of information into input fields for a plurality of items displayed on a form input screen related to the first form;
a second receiving means for receiving a designation input as to whether or not to associate the first form with a second form previously associated with the first form for each of a plurality of items common to the first form and the second form;
a display control means for displaying, on the form input screen related to the second form, an input field for an item for which the second reception means has received the designated input indicating that the association will be performed, among a plurality of input fields for items displayed on the form input screen related to the second form, in a state in which the information inputted in the input field for that item on the form input screen related to the first form has been entered;
A program characterized by causing the program to function as a

The present invention allows for flexible transfer of information about items that are common between corresponding documents.

FIG. 2 is a block diagram showing a functional configuration of the information processing device. It is a flowchart which shows the control procedure of estimate input reception processing. It is a figure which shows the example of an estimate input screen and a connection item reception screen. It is a figure which shows the example of an estimate input screen and a connection item reception screen. It is a figure which shows the example of an estimate input screen and a connection item reception screen. It is a flowchart which shows the control procedure of delivery note input reception processing. 3 is a flowchart showing a control procedure for connection processing. It is a figure showing an example of a statement of delivery input screen. FIG. 13 is a diagram showing an example of a processing category selection screen. FIG. 13 is a diagram showing an example of a delivery note input screen. It is a figure showing an example of an estimate number designation screen. It is a figure showing an example of a statement of delivery input screen. FIG. 13 is a diagram illustrating an example of a connection item reception screen. FIG. 3 is a diagram illustrating an example of a delivery note input screen and a print item reception screen.

Embodiments of the present invention will be described below with reference to the drawings. However, the scope of the invention is not limited to the illustrated examples.

<Configuration of information processing device>
First, the configuration of an information processing device 1 will be described with reference to Fig. 1. The information processing device 1 is, for example, a terminal device for performing operations related to sales management (such as registering master data and creating forms). Fig. 1 is a block diagram showing the functional configuration of the information processing device 1.

As shown in FIG. 1, the information processing device 1 includes a CPU (Central Processing Unit) 11, a RAM (Random Access Memory) 12, a storage unit 13, an operation unit 14, a display unit 15, a communication unit 16, and a bus 17. The components of the information processing device 1 are connected via the bus 17.

A CPU (first reception means, second reception means, display control means) 11 serving as at least one processor is a processor that controls each part of the information processing device 1 . The CPU 11 reads out a designated program from among the system programs and application programs stored in the storage unit 13, expands it onto the RAM 12, and executes various processes according to the program. Note that although a single CPU 11 is illustrated in FIG. 1, the present invention is not limited to this. Two or more processors such as a CPU may be provided, and the processing executed by the CPU 11 of this embodiment may be shared and executed by these two or more processors.

The RAM 12 is, for example, a volatile memory, and has a work area in which various programs and data read out by the CPU 11 are temporarily stored.

The storage unit 13 includes a storage device capable of writing and reading data, such as a hard disk drive (HDD) or a solid state drive (SSD), and stores various programs, data, and the like. Programs stored in the storage unit 13 include a sales management task application 131 for performing tasks related to sales management. Data stored in the storage unit 13 includes a database 132 that stores master data and transaction data used on the sales management task application 131.

The operation unit 14 includes a key input unit such as a keyboard and a pointing device such as a mouse, receives key operation inputs and position operation inputs from the user, and outputs the operation information to the CPU 11. The CPU 11 receives user input operations based on information transmitted from the operation unit 14.

The display unit 15 is composed of an LCD (Liquid Crystal Display), an EL (Electro Luminescence) display, etc., and performs various displays according to display information instructed by the CPU 11.

The communication unit 16 is at least one wireless communication unit that has antennas, modulation/demodulation circuits, signal processing circuits, etc. for various wireless communication methods and performs wireless communication with a communication destination. The wireless communication method of the communication unit 16 is a wireless LAN such as Wi-Fi (registered trademark), a wireless WAN (Wide Area Network), Bluetooth (registered trademark), etc. For example, the CPU 11 performs wireless transmission and reception with an access point by Wi-Fi communication via the communication unit 16, and transmits and receives information to and from a communication destination device (e.g., a printing device (not shown)) that is network-connected to the access point.

<Operation of information processing device>
[Quotation input reception process]
Next, the operation of the information processing device 1 will be described with reference to FIG. 2. FIG. 2 is a flowchart showing the control procedure of the estimate input reception process executed by the information processing device 1. The quotation input reception process includes inputting a quotation for starting the quotation creation application on the menu screen (not shown) displayed in the first display area R1 (see FIG. 3) of the display unit 15 of the information processing device 1. It is executed when the button is selected.

As shown in FIG. 2, when the quotation input reception process is started, the CPU 11 of the information processing device 1 displays the quotation input screen 41 in the first display area R1 of the display unit 15, and also displays the quotation input screen 41 on the first display area R1. The connection item reception screen 51 is displayed on the second display area R2 (support panel) provided on the right side of the area R1 (step S1). Here, connection refers to, for example, when you want to transfer information about common items between corresponding documents such as an estimate and a delivery note, you can specify the item by the user's specification operation. This means setting the attachment. Note that information transfer is also referred to as transcription. The connection source and connection destination are also referred to as a transcription source and a transcription destination.

FIG. 3 is a diagram showing an example of the quotation entry screen 41 and the connection item reception screen 51 immediately after being displayed on the display unit 15 in response to the operation of selecting the quotation button (not shown).
As shown in FIG. 3, the quotation entry screen 41 includes "Customer Code", "Customer Name", "Address", "Subject", "Product Name", "Product Name 2", "Quantity", Input fields 411a to 411k are provided for inputting information on each item of "unit", "unit price", "amount", and "remarks", respectively. Input fields 411e to 411k for each item of "Product Name", "Product Name 2", "Quantity", "Unit", "Unit Price", "Amount", and "Remarks" are provided for each product targeted for quotation. It is provided.

When a customer code (e.g., "000001") is entered into the "Customer Code" item, the address of the customer corresponding to the customer code, which is preregistered in database 132 (e.g., "Uguisudani-cho, Shibuya-ku, Tokyo 150-0032..."), is displayed below the input field 411a, as shown in FIG. 4.

In the item “Customer Name”, master data related to the item is registered in the database 132 in advance. Therefore, in the "Customer Name" item, for example, by entering the desired customer name code in a predetermined area (not shown) that is different from the input field 411b for the item, the customer name code The customer name (for example, "BBB Shokai (master default)") corresponding to is displayed in the input field 411b. In addition, in the "Customer Name" item, as shown in FIG. 4, "BBB Shokai (master default)" displayed in the input field 411b related to the item is changed to "BBB Shokai Co., Ltd." based on the user's operation. can be changed to .

In the "Product name" field, as in the "Customer name" field, master data related to the "Product name" field is preregistered in the database 132. For this reason, in the "Product name" field, for example, by inputting a desired product name code in a predetermined area (not shown) separate from the input field 411e related to the field, the product name corresponding to the product name code (for example, "Asatuki (master default)" or "Strawberry (master default)") is displayed in the input field 411e. In the "Product name" field, as in the "Customer name" field, the "Asatuki (master default)" displayed in the input field 411e related to the field can be changed to "Asatuki 10 pieces" based on a user operation, and "Strawberry (master default)" can be changed to "Strawberry 1 pack 500g" based on a user operation (see FIG. 4).

For each of the fields "Addressee", "Subject", "Product name 2", "Quantity", "Unit", "Unit price", "Amount", and "Notes", the desired information can be manually entered directly into input field 411c, input field 411d, and input fields 411f to 411k relating to each field.

Further, at the bottom of the estimate input screen 41, a process classification change button 412, a registration button 413, a close button 414, etc. are provided. The process category change button 412 is a button for changing the process category of estimate input (for example, from "add" to "correct"). The registration button 413 is a button for registering in the storage unit 13 the information entered in each of the input fields 411a to 411k described above, as well as the information (described later) accepted for input on the connection item reception screen 51. It is. A close button 414 is a button for ending input of the estimate.

3, the connection item reception screen 51 is provided with check boxes 511 corresponding to each of the items "Customer name", "Addressee name", "Product name", "Product name 2", "Quantity", "Unit", "Unit price", "Amount", and "Remarks" for designating items for which information (input information) is to be connected to the connected document (e.g., a delivery note) and items for which the connection is not to be made. For example, when the check box 511 corresponding to the "Customer name" item is checked, the "Customer name" item is designated and input as an item for which a connection is to be made. On the other hand, when the check box 511 corresponding to the "Customer name" item is not checked, the "Customer name" item is designated and input as an item for which a connection is not to be made.
Here, the items "Customer name", "Addressee", "Product name", "Product name 2", "Quantity", "Unit", "Unit price", "Amount", and "Remarks" are targeted because these items are common items with the connected document (e.g., delivery note). In other words, the "Subject" item without the check box 511 is an item that is not set in the connected document, that is, an item that cannot be connected. The "Customer code" item is a common item with the connected document, but is an item that must be connected when the user wishes to connect (when the processing category is changed from "quote" to "sales"), so it is not targeted. Information on the above common items is stored in the storage unit 13 in advance, and the CPU 11 of the information processing device 1 displays the corresponding items on the connection item reception screen 51 based on the information on the common items. The CPU 11 may compare the item names of the quotation and the connected document (e.g., delivery note) at a certain timing, extract items that are determined to be the same, and display them on the connection item reception screen 51.

The connection item reception screen 51 also has a Connect All button 512, a Do Not Connect All button 513, etc. The Connect All button 512 is a button for checking all of the above check boxes 511 at once. The Do Not Connect All button 513 is a button for removing all of the checks placed in the above check buttons 511 at once.

Returning to the description of the quotation input acceptance process in FIG. 2, after executing the process of step S1, the CPU 11 determines whether or not the registration button 413 has been operated (step S2).

If it is determined in step S2 that the register button 413 has been operated (step S2; YES), the CPU 11 registers the information entered on the quotation input screen 41 and the connection item reception screen 51 in the storage unit 13 (step S3). For example, when the quotation input screen 41 shown in FIG. 4 is displayed in the first display area R1 and the connection item reception screen 51 shown in the same figure is displayed in the second display area R2, if the register button 413 is operated, the information entered in each of the input fields 411a to 411k of the quotation input screen 41 and the information specified and entered in each check box 511 of the connection item reception screen 51 (information on items to be connected and items not to be connected) are registered in the storage unit 13 in association with the quotation number "000000003" shown on the quotation input screen 41.

Next, the CPU 11 newly displays the quotation input screen 41 in the first display area R1 of the display unit 15 (step S4). For example, if the quotation input screen 41 with the quotation number "000000003" shown in FIG. 4 was displayed in the first display area R1 until the quotation input screen 41 was newly displayed, the quotation input screen 41 with the subsequent quotation number "000000004" will be newly displayed as shown in FIG. 5. When the quotation input screen 41 with the quotation number "000000004" is newly displayed, the connection item reception screen 51 is displayed in the second display area R2 in a state in which the contents of the designated inputs in the check boxes 511 of the connection item reception screen 51 (see FIG. 4) displayed in the second display area R2 until the quotation input screen 41 was newly displayed are maintained as shown in FIG. 5.

If it is determined in step S2 that the registration button 413 has not been operated (step S2; NO), the CPU 11 skips steps S3 and S4 and advances the process to step S5.

Next, the CPU 11 determines whether the close button 414 has been operated (step S5).

If it is determined in step S5 that the close button 414 has been operated (step S5; YES), the CPU 11 ends the estimate input reception process. When this estimate input reception process is completed, the above menu screen (not shown) is displayed in the first display area R1, and the connection item reception screen 51 that was previously displayed in the second display area R2 is hidden. converted.

If it is determined in step S5 that the close button 414 has not been operated (step S5; NO), the CPU 11 returns the process to step S2 and repeats the subsequent processes.

[Delivery note entry acceptance process]
Next, the delivery note input reception process performed by the information processing device 1 will be described with reference to Fig. 6. Fig. 6 is a flowchart showing the control procedure of the delivery note input reception process. The delivery note input reception process is executed when an operation to select a delivery note button for starting a delivery note creation application is performed on a menu screen (not shown) displayed in the first display region R1 of the display unit 15 of the information processing device 1.

As shown in FIG. 6, when the invoice input reception process is started, the CPU 11 of the information processing device 1 displays the invoice input screen 42 in the first display area R1 of the display unit 15 (step S21). At this time, the connection item reception screen 51 (see FIG. 3, etc.) is not displayed in the second display area R2.

FIG. 8 is a diagram showing an example of the invoice entry screen 42 immediately after it is displayed in the first display area R1 of the display unit 15 in response to an operation of selecting the invoice button.
8, the invoice input screen 42 has input fields 421a to 421j for inputting information for each of the following items: "Customer code", "Customer name", "Addressee", "Product name", "Product name 2", "Quantity", "Unit", "Unit price", "Amount", and "Remarks". Input fields 421d to 421j for each of the items: "Product name", "Product name 2", "Quantity", "Unit", "Unit price", "Amount", and "Remarks" are provided for each product to be delivered.

When a customer code is entered in the input field 421a for the "Customer Code" item, the address of the customer that corresponds to the customer code, which has been registered in advance in database 132, is displayed below the input field 421a. In addition, the "Customer Code" item can be linked to the information entered in the input field 411a for the "Customer Code" item on the quotation input screen 41 described above by performing a specific operation, which will be described later.

In the item “Customer Name”, master data related to the item is registered in the database 132 in advance. Therefore, in the "Customer Name" item, for example, by inputting a desired customer name code in a predetermined area (not shown) that is different from the input field 421b related to the item, the customer name code The customer name (master default) corresponding to is displayed in the input field 421b. Furthermore, in the "Customer Name" item, the customer name (master default) displayed in the input field 421b related to the item can be changed based on user operation. In addition, the "Customer Name" item can be connected to the information entered in the input field 411b related to the "Customer Name" item on the quotation entry screen 41 described above by performing a predetermined operation described below. is possible.

In the "Product name" field, master data related to the "Product name" field is preregistered in the database 132, similar to the "Customer name" field. For this reason, in the "Product name" field, for example, by inputting a desired product name code in a predetermined area (not shown) other than the input field 421d related to the product name, the product name (master default) corresponding to the product name code is displayed in the input field 421d. In addition, in the "Product name" field, the customer name (master default) displayed in the input field 421d related to the product name can be changed based on a user operation. In addition, in the "Product name" field, by performing a predetermined operation described later, it is possible to connect the information input in the input field 411e related to the "Product name" field of the quotation input screen 41 described above. More specifically, for example, the information input in the first input field 411e related to the "Product name" field of the quotation input screen 41 can be connected to the first input field 421d related to the "Product name" field of the delivery note input screen 42. In addition, information entered in the second input field 411e from the top for the "Product name" field on the quotation input screen 41 can be linked to the second input field 421d from the top for the "Product name" field on the delivery note input screen 42.

For each item of "Address", "Product Name 2", "Quantity", "Unit", "Unit Price", "Amount", and "Remarks", input field 421c, input field 421e to input field 421j related to each item. Desired information can be directly entered manually into each field. Furthermore, these items can be connected to the information entered in the input fields 411c, 411f to 411k of the corresponding items on the quotation input screen 41 by performing a predetermined operation described below. It is now possible.

Further, at the bottom of the delivery note input screen 42, a processing category change button 422, a registration button 423, a close button 424, etc. are provided. The process category change button 422 is a button for changing the process category for inputting a statement of delivery (for example, changing from "add" to "estimate to sales", etc.). The registration button 423 is a button for registering the information input in each of the input fields 421a to 421j described above in the storage unit 13. The close button 424 is a button for ending input of the delivery note.

Returning to the explanation of the invoice input reception process in FIG. 6, after executing the process of step S21, the CPU 11 determines whether or not the process category change button 422 has been operated (step S22).

If it is determined in step S22 that the process classification change button 422 has not been operated (step S22; NO), the CPU 11 advances the process to step S27.

Further, in step S22, if it is determined that the process category change button 422 has been operated (step S22; YES), the CPU 11 selects a process category on the delivery note input screen 42 displayed in the first display area R1. The screen 43 is displayed (step S23).

FIG. 9 is a diagram showing an example of the processing category selection screen 43.
As shown in FIG. 9, the processing category selection screen 43 is provided with a list 431 regarding processing categories, an input field 432, a confirm button 433, a cancel button 434, and the like. In the list 431, for each processing section to be selected, the number (identification number) of the processing section and the section name of the processing section are shown in correspondence. The input field 432 is an input field for inputting a number (identification number) corresponding to the processing category to be selected. The confirm button 433 is a button for confirming the number input in the input field 432. The cancel button 434 is a button for ending the selection of the processing category.

Returning to the explanation of the invoice input reception process in FIG. 6, after executing the process of step S23, the CPU 11 determines whether the cancel button 434 has been operated (step S24).

If it is determined in step S24 that the cancel button 434 has been operated (step S24; YES), the CPU 11 advances the process to step S27.

In addition, if it is determined in step S24 that the cancel button 434 has not been operated (step S24; NO), the CPU 11 determines whether or not an operation to select "from quotation to sales" has been performed as the processing category to be changed has been performed (step S25). Specifically, the CPU 11 determines whether or not the confirm button 433 has been operated in a state in which the number "8" corresponding to "from quotation to sales" has been entered in the input field 432 of the processing category selection screen 43 shown in FIG. 9.

If it is determined in step S25 that the operation to select "Sales from Estimate" has not been performed (step S25; NO), the CPU 11 returns the process to step S24 and repeats the subsequent processes.

Further, if it is determined in step S25 that an operation to select "sales from quotation" has been performed (step S25; YES), the CPU 11 displays the delivery note input screen 42 after changing the processing category in the first display area R1. (step S26).

FIG. 10 is a diagram showing an example of the delivery note input screen 42 after the processing category has been changed.
10, on the delivery note input screen 42 after the processing category change, the processing category displayed in the upper right corner of the screen 42 has been changed to "From quotation to sales." Also, on the delivery note input screen 42 after the processing category change, an estimate number designation button 425 is provided in the lower left corner of the screen 42. This estimate number designation button 425 is a button used when designating the estimate number, which is the number of the estimate that is the connection source.
Note that the input fields 421a to 421j, as well as the change processing category button 422, the register button 423, and the close button 424 provided on this screen 42 are the same as those provided on the delivery note input screen 42 (see FIG. 8) before the change of the processing category, and therefore their explanation will be omitted.

Returning to the explanation of the invoice input reception process in FIG. 6, after executing the process of step S26, the CPU 11 determines whether or not the quotation number designation button 425 has been operated (step S27).

If it is determined in step S27 that the quotation number designation button 425 has not been operated (step S27; NO), the CPU 11 advances the process to step S29.

If it is determined in step S27 that the estimate number designation button 425 has been operated (step S27; YES), the CPU 11 executes a connection process that is a subroutine (step S28).

FIG. 7 is a flowchart showing a control procedure for connection processing.
As shown in FIG. 7, when the connection process is started, the CPU 11 of the information processing device 1 displays an estimate number designation screen 44 on the delivery note input screen 42 displayed in the first display area R1 ( Step S51).

FIG. 11 is a diagram showing an example of the estimate number designation screen 44. As shown in FIG.
11, the quotation number designation screen 44 is provided with an input field 441, a Confirm button 442, a Cancel button 443, etc. The input field 441 is an input field for inputting the quotation number which is the number of the quotation of the connection source which is the subject of the connection process. The Confirm button 442 is a button for confirming the quotation number input in the input field 441. The Cancel button 443 is a button for terminating the connection process.

Returning to the explanation of the connection process in FIG. 7, after executing the process in step S51, the CPU 11 determines whether the cancel button 443 has been operated (step S52).

If it is determined in step S52 that the cancel button 443 has been operated (step S52; YES), the CPU 11 ends the connection process, returns the process to the delivery note input reception process, and performs the processes from step S29 onwards.

If it is determined in step S52 that the cancel button 443 has not been operated (step S52; NO), the CPU 11 determines whether or not the confirm button 442 has been operated (step S53).

If it is determined in step S53 that the confirm button 442 has not been operated (step S53; NO), the CPU 11 returns the process to step S52 and repeats the subsequent processes.

Further, in step S53, if it is determined that the confirm button 442 has been operated (step S53; YES), the CPU 11 displays the statement of delivery input screen 42 to which the information of the quotation of the specified quotation number is connected. is displayed in the first display area R1 (step S54), and the connection process ends. After the connection process is completed, the CPU 11 returns the process to the delivery note input reception process and performs the processes from step S29 onwards.

FIG. 12 is a diagram showing an example of the invoice input screen 42 in a state in which the information on the quotation with the specified quotation number "000000003" (see FIG. 4) is connected.
4, when a quotation with quotation number "000000003" is created on the quotation input screen 41 displayed in the first display area R1, a designation is made on the connection item reception screen 51 displayed in the second display area R2 to connect information in the fields "customer name", "addressee", "quantity", "unit", "unit price", and "amount", and a designation is made not to connect information in the fields "product name", "product name 2", and "remarks". Also, the information "000001" entered in the input field 411a for the "customer code" field on the quotation input screen 41 is required to be connected as described above.

Therefore, as shown in FIG. 12, on the delivery note input screen 42 to which the information of the estimate with estimate number "000000003" is connected, the information of the "Customer code" item of the estimate is displayed. "000001" is connected to the input field 421a, and as a result of this connection, the address of the customer corresponding to the customer code (for example, "Uguisudani-cho, Shibuya-ku, Tokyo, 150-0032...") is entered in the input field. 421a. At this time, the input field 421a is displayed in a display mode (eg, red) indicating that a connection has been made. Further, on the statement of delivery input screen 42, information "BBB Shokai Co., Ltd." in the "Customer Name" item of the estimate is displayed connected to the input field 421b. At this time, the input field 421b is displayed in a display mode (for example, red) indicating that the connection has been made. Further, on the statement of delivery input screen 42, information "Mr. Taro Akiyama" in the "Address" field of the estimate is displayed connected to the input field 421c. At this time, the input field 421c is displayed in a display mode (for example, red) indicating that a connection has been made. In addition, on the delivery note input screen 42, the information "10" in the "Quantity" item, the information "Case" in the "Unit" item, and the "Unit price" regarding the product "Asatsuki" in the first row of the estimate are displayed. Item information “292” and “amount” item information “2,920” are displayed connected to the corresponding input fields 421f to 421i. At this time, the corresponding input fields 421f to 421i are displayed in a display mode (for example, red) indicating that a connection has been made. In addition, on the delivery note input screen 42, the information in the "Quantity" item of "Strawberry" in the second row of the estimate is "30", the information in the "Unit" item is "Box", and the "Unit Price" is Item information “792” and “amount” item information “23,760” are displayed connected to the corresponding input fields 421f to 421i. At this time, the corresponding input fields 421f to 421i are displayed in a display mode (for example, red) indicating that a connection has been made.

On the other hand, as mentioned above, since the specification input to not connect the information of each item of "Product Name 2" and "Remarks" in the quotation has been made on the connection item reception screen 51, the delivery shown in FIG. On the text input screen 42, the information "Special offer" in the item "Product name 2" related to the product "Asatsuki" in the first row of the quotation is not connected to the corresponding input field 421e and has not been entered. Displayed. In addition, on the delivery note input screen 42, the information (uninput) in the item "Product Name 2" related to the product "Strawberry" in the second row of the estimate is not connected to the corresponding input field 421e and is not entered. is displayed in the state of At this time, the corresponding input field 421e is displayed in a display mode (for example, blue) indicating that no connection has been made. In addition, on the delivery note input screen 42, the information “Delivery target 1” in the “Remarks” item related to the product “Asatsuki” in the first row of the estimate is not connected to the corresponding input field 421j and is not entered. is displayed in the state of In addition, on the delivery note input screen 42, the information “Delivery target 2” in the “Remarks” item regarding the product “Strawberry” in the second row of the estimate is not connected to the corresponding input field 421j and is not entered. is displayed in the state of At this time, the corresponding input field 421j is displayed in a display mode (for example, blue) indicating that no connection has been made.

As described above, the "Product name" item information of the quotation is also designated not to be connected in the connection item reception screen 51. However, unlike the "Product name 2" and "Notes" items, the item is input into the input field 411e (and the input field 421d) related to the item using the master data registered in the database 132. Therefore, in the delivery note input screen 42, the master default "Asatuki" is displayed in the corresponding input field 421d out of the information "Asatuki 10 pieces" in the "Product name" item related to the product "Asatuki" in the first row of the quotation. In addition, in the delivery note input screen 42, the master default "Strawberry" is displayed in the corresponding input field 421d out of the information "Strawberry 1 pack 500g" in the "Product name" item related to the product "Strawberry" in the second row of the quotation. At this time, the corresponding input field 421d is displayed in a display mode (for example, blue) indicating that the connection has not been made.

Returning to the explanation of the invoice input reception process in FIG. 6, after completing the connection process (step S28), the CPU 11 determines whether or not the registration button 423 has been operated (step S29).

If it is determined in step S29 that the register button 423 has been operated (step S29; YES), the CPU 11 registers the information entered on the delivery note input screen 42 in the memory unit 13 (step S30). For example, if the register button 423 is operated while the delivery note input screen 42 shown in FIG. 12 is displayed in the first display area R1, the information entered in each of the input fields 421a to 421j of the delivery note input screen 42 is registered in the memory unit 13 in association with the voucher number "100000006" shown on the delivery note input screen 42.

Next, the CPU 11 newly displays the delivery note input screen 42 in the first display area R1 of the display unit 15 (step S31). For example, if the delivery note input screen 42 with the slip number "100000006" shown in FIG. A new delivery note input screen (not shown) for “100000007” will be displayed.

If it is determined in step S29 that the registration button 423 has not been operated (step S29; NO), the CPU 11 skips steps S30 and S31 and advances the process to step S32.

Next, the CPU 11 determines whether the close button 424 has been operated (step S32).

If it is determined in step S32 that the close button 424 has been operated (step S32; YES), the CPU 11 ends the delivery note input reception process. When this delivery note input acceptance process is completed, the above-mentioned menu screen (not shown) is displayed in the first display area R1.

Also, if it is determined in step S32 that the close button 424 has not been operated (step S32; NO), the CPU 11 returns the process to step S22 and repeats the subsequent processes.

As described above, the CPU 11 of the information processing device 1 accepts input of information into the input fields of a plurality of items displayed on the form input screen (quote input screen 41) related to the quotation (first form). The CPU 11 also accepts a designation input of whether or not to connect (associate) the quotation and the delivery note (second form) previously associated with the quotation for each of a plurality of items common to the quotation and the delivery note. The CPU 11 also displays, on the delivery note input screen 42, the input field of an item for which a designation input of a connection has been accepted, among the input fields of a plurality of items displayed on the form input screen (delivery note input screen 42) related to the delivery note, in a state in which the information entered in the input field of the item on the quotation input screen 41 has been entered.
Therefore, according to the information processing device 1, the user can specify which items to connect among the multiple items common to the quotation and the delivery note, so that only items that need to be connected can be connected. This allows for flexible transfer of information about items common to corresponding documents.

Furthermore, the CPU 11 displays, on the invoice input screen 42, the input field for the item for which the designation input of not making a connection has been received in a blank state.
Therefore, according to the information processing device 1, the user can specify which items are not to be connected among the multiple items common to the quotation and the delivery note, so that items that do not need to be connected are not to be connected. This allows for more flexible transfer of information about items common to corresponding documents.

In addition, when the estimate input screen 41 is displayed on the display unit 15, the CPU 11 displays a display area (second display area R2) that is different from the display area (first display area R1) of the estimate input screen 41. A connection item reception screen 51 is displayed that accepts inputs for specifying items to be connected and items not to be connected.
Therefore, according to the information processing device 1, while inputting information on the quotation entry screen 41, each designation input of items to be connected and items not to be connected can be made. It can be done smoothly.

In addition, the connection item reception screen 51 is provided with check boxes (operation buttons) 511 that correspond to each of a number of items common to the estimate and the delivery note and that allow exclusive selection of whether or not to make a connection, and the CPU 11 accepts the designated input of items to be connected and items not to be connected based on the operation of the check boxes 511.
Therefore, according to the information processing device 1, by using the check boxes 511, it is possible to efficiently input the items for which a connection is to be made and the items for which the connection is not to be made.

In addition, on the delivery note input screen 42, the CPU 11 makes the input field of the item for which the designation input to perform the connection has been accepted and the input field for the item for which the designation input to the effect of not performing the connection has been received mutually. Display in an identifiable manner.
Therefore, according to the information processing device 1, on the delivery note input screen 42, it is possible to distinguish between the input field for the item that has been connected and the input field for the item that has not been connected. , it is possible to easily check whether the connection is properly made.

In addition, when the above-mentioned connection is made, for input fields of items on the delivery note input screen 42 that do not have a connection and for which the above-mentioned specified input has been accepted, if the information entered in the input field of the item on the quotation input screen 41 is information that has been entered by retrieving master data previously registered in the database 132, the CPU 11 displays the master data (master default) as entered.
Therefore, according to the information processing device 1, in such cases, the input fields for items that do not require connection are displayed with master data (master default) entered, thereby reducing the effort required to re-acquire the master data.

Although the present invention has been specifically described above based on the embodiment, the present invention is not limited to the above embodiment and can be modified without departing from the gist of the present invention.
For example, in the above embodiment, the case where the information of the quotation is connected to the delivery note (sales slip) has been described, but it may be possible to connect to other forms such as order slips. In such a case, as shown in FIG. 13, the connection item reception screen 51 receives input of items to be connected and items not to be connected from among a plurality of items common to the quotation and each connected form (e.g., delivery note, order slip, etc.), and for the item specified as the item to be connected, a check box 512 is provided for receiving input of the type of the form to be connected. In this check box 512, the check box 512 corresponding to the item not to be connected is left blank. Also, for the items to be connected in all connected forms, "1" is input to the check box 512 corresponding to the item. Also, for the items to be connected only to the delivery note (sales slip), "2" is input to the check box 512 corresponding to the item, and for the items to be connected only to the order slip, "3" is input to the check box 512 corresponding to the item.

Further, in the above embodiment, when the delivery note input screen 42 is displayed in the first display area R1 of the display unit 15, it is hidden in the second display area R2. Displays a print item reception screen 52 that accepts inputs for specifying items for which information is to be printed and items for which information is not to be printed from among the items for which information has been input on the delivery note input screen 42. You may also do so. In such a case, the CPU (second reception means, print control means) 11, when causing the printing device to print the statement of delivery, selects the item to be printed (check box 521) for which the specified input has been received via the print item reception screen 52. For items that are checked (items that are checked), the information entered in the input field of the relevant item is printed, and for items that are not to be printed (items that are not checked in the check box 521), the information entered in the input field of the relevant item is printed. Prevent information entered into from being printed.

Further, in the above embodiment, when the delivery note input screen 42 is displayed in the first display area R1 of the display unit 15, it is hidden in the second display area R2. If there is a form to be connected to, a connection item reception screen (not shown) may be displayed in the second display area R2 while the delivery note input screen 42 is displayed in the first display area R1.

In the above embodiment, the items to be connected and the items not to be connected are specified each time a quote for each quote number is created, but it may be possible to specify the items to be connected and the items not to be connected in common to each quote.

In addition, in the above embodiment, on the connection item reception screen 51 immediately after being displayed on the display unit 15 in response to an operation of selecting an estimate button (not shown), each check box 511 is checked, as shown in FIG. The connection item reception screen 51 is displayed with the check box 511 checked (default state), but this default state is not limited to the state where each check box 511 is checked as described above. . For example, the state of each check box 511 on the connection item reception screen 51 when the close button 414 on the estimate input screen 41 is operated is stored in the storage unit 13, and the connection item reception screen 51 is displayed next time. At this time, the connection item reception screen 51 may be displayed that reflects the status of each check box 511 stored in the storage unit 13.

In addition, in the above embodiment, if a check box 511 on the connection item reception screen 51 is checked but the input field for the item corresponding to the check box 511 on the quotation input screen 41 is left blank, for example, a message may be displayed to prompt the user to enter information into the input field.

In the above embodiment, an example was disclosed in which the HDD or SSD of the storage unit 13 was used as a computer-readable medium for the program according to the present invention, but this is not limiting. Portable recording media such as CD-ROMs can be used as other computer-readable media. In addition, carrier waves can also be used in the present invention as a medium for providing data for the program according to the present invention via a communication line.

1 Information processing device 11 CPU
12 RAM
13 Storage unit 131 Sales management application 132 Database 14 Operation unit 15 Display unit 16 Communication unit

Claims (12)

a first reception means for accepting input of information into input fields of a plurality of items displayed on a form input screen related to the first form;
For each of a plurality of items common between the first form and a second form associated with the first form in advance, whether or not to perform correspondence between the first form and the second form. a second reception means for accepting the specified input;
Among the input fields of a plurality of items displayed on the form input screen related to the second form, the input field of the item for which the designation input to perform the association is accepted by the second receiving means is a display control means for displaying information entered in the input field of the item on the form input screen related to the form on the form input screen related to the second form;
An information processing device comprising: the display control means displays, on the form input screen related to the second form, an input field of an item for which the second reception means has received the designated input indicating that the association will not be performed, in a blank state.
2. The information processing apparatus according to claim 1, the display control means, when a form input screen related to the first form is displayed on a display unit, displays a reception screen for receiving each designated input of the items to be associated and the items not to be associated in a display area different from a display area of the form input screen related to the first form.
3. The information processing apparatus according to claim 2. the reception screen is provided with operation buttons corresponding to each of a plurality of items common to the first form and the second form, the operation buttons being capable of exclusively selecting whether or not to perform the association;
The second receiving means receives inputs of designation of the items to be associated and the items to be not associated based on an operation of the operation button.
4. The information processing apparatus according to claim 3. The display control means is configured to display an input field for an item in which the second receiving means has received the designation input indicating that the correspondence is to be made on the form input screen related to the second form, and an input field for the item for which the second receiving means has received the designation input indicating that the correspondence is to be made. displaying each of the input field of the item for which the specified input to the effect of not attaching is accepted in a mutually distinguishable display mode;
The information processing device according to claim 2, characterized in that: The second form consists of multiple types,
The second receiving means receives inputs specifying items to be correlated and items not to be correlated from among a plurality of items common between the first form and the second form, and , for the item for which the designation input indicating that the correspondence is to be made is accepted, further the designation input of the type of the second form to be subjected to the correspondence is accepted;
The display control means targets the second form of the type for which the specified input is received by the second reception means, and selects input fields for a plurality of items displayed on the form input screen related to the second form. The information entered in the input field of the item on the form input screen related to the first form is entered in the input field of the item for which the designation input to perform the association is accepted by the second reception means. state is displayed on the form input screen related to the second form, and the input field of the item for which the designation input indicating that the association is not performed is accepted by the second reception means is displayed on the form input screen related to the first form. displaying the information entered in the input field of the relevant item on the form input screen related to the second form in an uninput state;
The information processing device according to claim 2, characterized in that: a third receiving means that receives each designation input as to whether or not to print the information for each item for which information is input on the form input screen related to the second form;
When causing the printing device to print the second form, for the item for which the third receiving means has received the designation input indicating that the printing is to be performed, the information entered in the input field of the item is printed; For an item for which the third reception means has received the designation input indicating that printing is not to be performed, a print control means for not printing the information input in the input field of the item;
The information processing device according to claim 1, further comprising: a correlation means for correlating information input on a form input screen related to a first form with information input on the form input screen related to a second form that is previously associated with the first form;
a receiving means for receiving a designation input of an item for which the correspondence is not to be performed from among a plurality of items common to the first form and the second form;
a display control means for displaying, when the association is performed by the association means, an input field of an item for which the association is not performed and for which the designated input is received by the receiving means of the form input screen for the second form, the master data before editing is input if the information inputted in the input field of the item on the form input screen for the first form is information inputted by calling up master data registered in a database in advance and then editing the master data;
An information processing device comprising: a first reception step of accepting information input into input fields of a plurality of items displayed on a form input screen related to the first form;
For each of a plurality of items common between the first form and a second form associated with the first form in advance, whether or not to perform correspondence between the first form and the second form. a second reception step of accepting the specified input;
Among the input fields for a plurality of items displayed on the form input screen related to the second form, the input field for the item that has received the designation input to perform the association in the second reception step is a display control step of displaying information entered in the input field of the item on the form input screen related to the form on the form input screen related to the second form;
An information processing method characterized by comprising: Computer of information processing equipment,
a first reception means for accepting input of information into input fields of a plurality of items displayed on a form input screen related to the first form;
For each of a plurality of items common between the first form and a second form associated with the first form in advance, whether or not to perform correspondence between the first form and the second form. a second reception means for accepting the specified input;
Among the input fields of a plurality of items displayed on the form input screen related to the second form, the input field of the item for which the designation input to perform the association is accepted by the second receiving means is display control means for displaying information entered in the input field of the item on the form input screen related to the form on the form input screen related to the second form;
A program characterized by functioning as a correspondence process for, when information is input on a form input screen related to a second form that is previously associated with the first form, corresponding to information input on the form input screen related to the first form;
a receiving step of receiving a designation input of an item that is not to be associated with another item among a plurality of items common to the first form and the second form;
a display control step of displaying, when the association is performed by the association step, an input field of an item for which the association is not performed and for which the designated input is received by the receiving step on the form input screen related to the second form, the master data before editing is input if the information input in the input field of the item on the form input screen related to the first form is information input by calling up master data registered in a database in advance and then editing the master data;
13. An information processing method comprising: Computer of information processing equipment,
Correlating means for associating information entered on the form input screen related to the first form when information is input on the form input screen related to the second form associated with the first form in advance ,
reception means for receiving an input specifying an item for which the correspondence is not made from among a plurality of items common between the first form and the second form;
When the association is performed by the association means, the entry field for the item for which the association is not performed, for which the designation input is received by the reception means on the form input screen related to the second form, is If the information entered in the input field of the relevant item on the form entry screen related to one form is information input by editing the master data after calling the master data registered in the database in advance, display control means for displaying the master data before editing in the input state;
A program characterized by functioning as

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