JP4610785B2 - Competition estimation management system and method, and purchasing web server - Google Patents

Description

[0001]
[Technical field to which the invention belongs]
The present invention relates to a competitive quotation management system and method for obtaining quotation results from a plurality of vendors, and a web server used for these systems.
[0002]
[Prior art]
Large-scale business facilities such as refineries require planned maintenance to maintain their functions.
In general, such business establishments request maintenance quotes from multiple contractors (vendors) based on the instructions from the maintenance department and the maintenance department that prepares and directs maintenance plans for equipment. There is a purchasing department that selects the contractor to whom the construction is to be ordered.
Then, in the maintenance department, specifications related to construction (construction work contents, drawings, etc.) are prepared, attached to the purchase request, and mailed to the purchasing department by means of in-house mail or the like.
[0003]
The number of such specification documents can be as many as one King Pipe file per device, and there are many different types of equipment in large-scale establishments such as refineries. It is a huge amount of ~ 100,000.
The purchasing department also sorts the specification document attached to the requested purchase request for each construction contractor requesting a quotation, copies the required number of copies, and mails it to each construction contractor.
At this time, for example, a competitive estimate for issuing one estimate to three contractors is performed, and accordingly, the journaling, copying, and shipping operations are tripled.
[0004]
In general, the frequency of requesting an estimate may reach several thousand times per year for one business (one refinery). Therefore, when there are a plurality of business sites, the frequency becomes several thousand times per year.
In this way, in response to a large number of requests for quotations, the estimation results are scrutinized, an ordering contractor is determined, and then an order slip is created and an order is placed to a construction contractor. It has become.
In addition, not only in such a construction relationship, but in all purchasing operations, manual and paper exchanges are made from purchase requests to request for quotation, and a great deal of labor is expended.
[0005]
[Problems to be solved by the invention]
It is conceivable that the above construction-related documents are converted into an electronic file and transmitted to the construction contractor by e-mail together with an estimate request slip.
However, the current Internet communication environment is not suitable for sending a large amount of documents at once. For example, transmission by e-mail is limited to 2 megabytes or less.
On the other hand, some drawings exceed 2 megabytes, and it is impossible to send an estimate-related document by e-mail.
[0006]
SUMMARY OF THE INVENTION An object of the present invention is to provide a competitive estimation management system and method for reducing labor associated with estimation work caused by an enormous amount of paper media, and a purchasing web server used for these systems.
In addition, it aims to improve operational efficiency and speed by utilizing IT technology in purchasing operations.
[0007]
[Means for Solving the Problems]
A competitive quotation management system according to the present invention includes a purchasing system that transmits an estimate request slip to a communication device of a selected supplier, and a purchasing web server that manages an electronic file of specification documents necessary for the quotation created by the purchasing system. The purchasing system includes a URL requesting a URL of the purchasing web server, an ID and a password unique to the merchant, and a communication device of the merchant corresponding to the ID. transmits, sends the ID and the password to the purchase web server, the purchasing web server, the order information storage means for storing the electronic file of the specification document for each order information, stored in the order information storage means The electronic file of the specification document is used as the ID and password sent from the purchasing system. ID / password management means to be linked, and estimate information storage means for holding the estimated amount input from the communication device of the contractor until a predetermined estimate reply deadline elapses, the ID / password management means In response to the input of the ID and password from the communication device of the vendor, only the electronic file of the specification document corresponding to the ID and password is permitted to be browsed, and the estimate information storage means further includes the predetermined estimate. When the reply deadline has passed, the estimated amount is sent to the purchasing system, and the association between the corresponding ID and the electronic file of the specification document is deleted .
[0008]
A purchasing web server according to the present invention includes a purchasing system that transmits an estimate request slip to a communication device of a selected trader, and a purchasing web server that manages an electronic file of specification documents necessary for an estimate created by the purchasing system. a said purchase web server in a competitive quotation management system comprising: a order information storage means for storing the electronic file specification documents necessary to estimate created by the purchase system for each order information, stored in the order information storage means An ID / password management means for associating the electronic file of the specification document received with the ID and password unique to the vendor sent from the purchasing system, and a quote input from the vendor's communication device requested by the purchasing system Including estimate information storage means for holding the amount until a predetermined estimate reply deadline has passed. The ID / password management means permits the browsing of only the electronic file of the specification document corresponding to the ID and password in response to the input of the ID and password from the communication device of the vendor, and the estimate information The storage means further sends the estimated amount to the purchasing system when the predetermined estimated response deadline has passed, and deletes the association between the corresponding ID and the electronic file of the specification document. To do.
[0009]
A competitive quotation management method according to the present invention includes a purchasing system that transmits an estimate request slip to a communication device of a selected supplier, and a purchasing web server that manages an electronic file of specification documents necessary for the quotation created by the purchasing system. A competitive quotation management method in a competitive quotation management system, comprising: an instruction information storage step for storing an electronic file of the specification document for each instruction information in the purchasing web server; and Sending the quote request slip describing the URL address, ID and password unique to the merchant to the communication device of the merchant corresponding to the ID, and sending the quote request slip to the purchasing web server・ ID and password sending step and the purchasing web server , And ID · password associated step of the electronic file associated with the ID and password of the specification document, in the purchase web server, in response to an input of the ID and the password from the suppliers of communication devices, to the ID and password A browsing permission step for permitting browsing of only the electronic file of the corresponding specification document, and a quotation for holding an estimated amount input from the communication device of the supplier in the purchasing web server until a predetermined quotation reply deadline elapses. In the information holding step, and when the predetermined quotation reply deadline has passed in the purchasing web server, the estimated amount is sent to the purchasing system and the association between the corresponding ID and the electronic file of the specification document is deleted. And a browsing prohibiting step .
[0010]
By adopting such a configuration, electronic files of a large amount of specification documents are not sent by e-mail, so the burden on the communication network is reduced and only documents related to quotations by each vendor can be viewed. As a result, the security of the system is maintained.
[0011]
DETAILED DESCRIPTION OF THE INVENTION
Hereinafter, a configuration of a competition estimation management system according to an embodiment of the present invention will be described with reference to the drawings.
FIG. 1 is a block diagram showing a configuration of a competition estimation management system according to an embodiment of the present invention.
In FIG. 1, the competition estimate management system 10 includes a backbone system 11, and the backbone system 11 includes a maintenance system 12 and a purchase system 13 for equipment maintenance. The purchase system 13 includes a purchase request function 13a and an estimate request function 13b.
The maintenance system 12 creates a maintenance plan, performs construction repair contents and cost estimates, and determines specifications. When the specifications are determined, an order is created, which becomes a purchase request slip in the purchasing system 13.
[0012]
Based on the purchase request slip, the purchase system 13 determines from which contractor the estimate is to be made, creates an estimate request slip, and sends it to the communication device 14 of the contractor to be estimated. It is sent as an electronic medium by e-mail or automatic facsimile.
[0013]
A purchase web server 15 is provided for communication via the Internet, separately from the basic system 11 described above, and the URL address of the purchase web server 15 and an identification number for access are included in the above estimate request slip. (ID) and initial password are described. The URL (Uniform Resource Locator) is a method for displaying resources (main memory, input device, output device, control device, magnetic disk device, etc.) on the Internet, and the URL address is the construction contractor requested for quotation. Is the address of the purchasing web server 15 to be accessed.
[0014]
For example, the contractor number in the contractor master file is used as the ID, and is a unique number for each contractor.
The initial password is a number given when, for example, an estimate request slip number is used and an estimate request slip is created in the purchasing system 13, and this number can also be a sequential number in the order of creation of the estimate request slip. .
[0015]
The electronic file conversion means 16 digitizes the specification document into a format suitable for recording on the recording medium of the purchase web server 15.
For example, various pipework documents such as which pipework is being constructed, construction type, pipe size and material, various documents such as drawings (management forms output from the core system 11, OA software creation Document, skeleton diagram, handwritten bird's-eye view, etc.).
The electronic file is stored in a large-scale storage device such as a hard disk in the purchasing web server 15, for example.
[0016]
“Instruction information” includes “maintenance instruction” and “purchase request”. For example, a “maintenance instruction” is created for each specific “job type”. “Occupation type” indicates the type of trader, that is, craftsman, such as a plumber, finisher, painter, welder, ironer, and heat insulator. The digitized construction-related documents are stored in the order information storage unit 17 in the purchase web server 15. As shown in FIG. 2, an “instruction information” folder is created in the instruction information storage unit 17. Each “instruction information” folder stores digitized construction-related documents. FIG. 2 shows two “instruction information” folders of “instruction information 1” and “instruction information 2”. This indicates that, for example, two maintenance instructions have been issued from the maintenance department. Show.
[0017]
The order information storage unit 17 stores a maintenance request from the maintenance system 12 and a purchase request (information on a purchase request slip) from the purchase request function 13a. This purchase request is created by the purchase request department. For example, when the estimation object is “construction”, the maintenance instruction is stored, and when the estimation object is “material”, the purchase request information is stored. Here, the “material” is not a mere ready-made consumable item, but a custom-made item in which specification documents are attached to the order.
[0018]
In the maintenance of refineries, “apparatuses” that are targeted include atmospheric distillation equipment, fluid catalytic cracking equipment, and desulfurization equipment. The “type of work” indicating the type of construction includes ironwork, instrumentation, electricity, rotating machines, civil engineering, and inspection. “Occupation type” indicating the type of craftsman includes plumber, finisher, painter, welder, carpenter, and heat insulator. For example, if the “apparatus” is an atmospheric distillation apparatus, the “work type” is an ironworker, and the “job type” is a plumber, there are relationships in which several companies are determined to place orders.
[0019]
For example, A company asks for quotation of only the work type of the atmospheric distillation apparatus: ironwork, job type: plumber, and B company asks for quotation of the heat insulation work in addition to the job type: plumber. Has been selected.
An estimate request from the purchase system 13 is issued for each “order information”, that is, for each “maintenance instruction” or “purchase request”, or for each “maintenance instruction” and “purchase request”.
For example, company A requests an estimate for atmospheric distillation equipment-ironsmith-plumber, company B requests an estimate for atmospheric distillation equipment-ironsmith-plumber, and requests for quotation for atmospheric distillation equipment-ironsmith-insulator. Two will be sent. Each “instruction information” folder stores documents related to the estimate for a contractor of a specific job type.
[0020]
The association with the ID is performed by providing the association table illustrated in FIG. 3 in the ID / password management function 18 in the purchase web server 15.
In FIG. 3, a column 31 stores an ID (a trader number), and a column 32 stores an estimate request slip number.
The column 33 stores “instruction information” (“maintenance instruction” or “purchase request”, or “maintenance instruction” and “purchase request”) related to the estimate request slip. The same ID in the first and second rows of the table indicates that the vendors are the same, and the quotation request slip numbers are all different.
The first row, the third row, and the fourth row have different vendors, but the contents of the column 33, that is, “instruction information” may be the same. In the example of FIG. 3, the competition is estimated by three vendors.
[0021]
In FIG. 1, the purchasing system 13 transmits a quote request slip to the contractor's communication device 14 and simultaneously creates a folder for the quote, for example, a “quote request 1” folder in the quote information storage unit 19. FIG. 2 illustrates two “quotation request” folders. In the “request for quotation” folder, information on request for quotation from the request for quotation function 13b is stored.
Further, the estimate request function 13 b sends an ID (trader number) and an initial password (for example, an estimate request slip number) to the ID / password management function 18.
[0022]
When the ID / password management function 18 accesses the data in the purchase web server 15 with a certain ID and password, the ID / password management function 18 sets the ID / password management function 18 to this ID when the ID and password entered by the supplier match those registered. Only the data stored in the associated “instruction information” folder is allowed to be browsed.
Thereby, the trader cannot see data other than the specification document related to the estimate request slip. Therefore, unnecessary access to unrelated specification documents can be prevented and security can be ensured.
[0023]
As the initial password, the password notified by the quotation request slip is used, and then the ID / password management function 18 is sent by sending the password determined by the supplier to the purchasing web server from the communication device 14 of the supplier. You can change your registered password. The trader can update the password according to the necessity for ensuring security. When the construction contractor who receives the quotation request slip inputs the URL address, ID, and password of the purchasing web server 15 from the construction contractor communication device 14, for example, a personal computer that can be connected to the Internet, it is stored in the "instruction information storage section". Only document data associated with the ID is allowed to be browsed.
The construction contractor who sees this data estimates the amount of money necessary for the construction from the contents.
The contractor downloads this data to his / her personal computer as necessary.
[0024]
The contractor inputs the estimated amount from the estimated amount input screen of the purchase web server 15.
On the estimated amount input screen, an estimate request slip number is input, and the amount is input for the corresponding work item. In general, one request for quotation has a plurality of work items, and an amount of money is input to each work item.
The input estimated amount is stored in a corresponding folder of the estimate information storage unit 19, for example, the “estimate request 1” folder. In this “quotation request 1” folder, the estimated amount from the construction contractor can be stored. Further, if it is before a predetermined estimated reply deadline, data such as the estimated amount entered by itself can be updated by re-inputting from the communication device 14 of the construction contractor.
An input screen generating means for generating an estimated amount input screen is provided in the estimated information storage unit 19.
[0025]
The estimated information storage unit 19 sends the estimated amount to the purchasing system 13 when the estimated response time limit has elapsed. Thereby, the estimated amount for the estimate request is stored in the purchase system 13.
When the estimated amount is transmitted to the purchase system 13, that is, when the estimated response time limit has elapsed, the association between the ID and the “instruction” is deleted.
[0026]
After that, even if the construction contractor tries to access the purchasing web server 15 with the same ID and password, the document related to the “instruction information” cannot be viewed. Thereby, security is ensured.
Further, when the estimated time limit has passed and the estimated amount has been transmitted to the purchasing system 13, the estimated amount data is deleted from the estimated information storage unit 19. As a result, access to the estimated amount data from the outside becomes impossible and further security is ensured.
[0027]
In the above, the estimation work between the purchasing department and the construction contractor using the purchasing web server 15 has been described. However, the purchasing web server 15 is also used to share information between the maintenance department (engineering department) and the purchasing department. Can be used.
Information such as a budget summary table created by the maintenance department and a list of recommended contractors for a specific construction can be stored in a predetermined shared folder in the purchase web server 15 so that the purchase department can view it. .
[0028]
In addition, the maintenance department can be informed of completion of the estimation work by changing the color of the “instruction information” folder in the instruction information storage unit 17.
This is performed, for example, by changing the color of the corresponding “instruction information” folder when the input of the estimated amount by the supplier who requested the quotation is completed and the ordering company is determined by the purchasing department.
Thereby, the maintenance department knows that the estimation work has been completed, and can update or dispose of the specification document.
[0029]
Note that the specification documents are not all suitable for digitization, and it is also possible to operate some documents as paper media according to the printing environment in the communication apparatus of the construction company. Contained within.
[0030]
Next, a conflict estimation management method according to an embodiment of the present invention will be described with reference to FIG.
Maintenance instructions are registered in the maintenance system 12 by the maintenance department. This maintenance instruction is transmitted to the purchasing web server 15, and in step 41, for example, an “instruction information 1” folder is created in the instruction information storage unit 17. In step 42, the specification document required for this maintenance instruction is electronically stored. It is stored as a file in the “instruction information 1” folder.
[0031]
After the specification document is stored, a purchase request is made in the backbone system 10. That is, a purchase request slip is sent from the maintenance department (maintenance system 12) to the purchase department (purchase system 13), and the purchase request is registered in the purchase system 13. This purchase request is transmitted to the instruction information storage unit 17 in step 43 and stored in the instruction information folder.
In the purchasing department, the purchase request slip and the documents in the purchase web server 15 are confirmed, the target supplier for which the request for quotation is made is determined, and the purchase request document is created in the purchasing system 13 based on the purchase request slip. . For example, job type = ordering unit, and in the purchasing department, it is determined which vendor to request a quote for the job type.
[0032]
In step 44, the purchasing system 13 transmits an estimate request slip including an ID and an initial password to the supplier by e-mail or automatic facsimile, and at the same time, the ID, password and estimate items (operations used in the estimate amount input screen). Items, materials, etc.) are sent to the purchasing web server 15.
In step 45, this ID and the corresponding instruction information are associated as shown in the table of FIG.
In step 46, if the ID and password input by the supplier match those registered, the table of FIG. 3 is referred to permit browsing of the specification data for the associated data, that is, the corresponding instruction information.
This data can be downloaded to a personal computer of a vendor as required.
[0033]
In step 47, the estimated amount input screen prompts the supplier to input the estimated amount, and the estimated amount input from the supplier is stored in the estimated information storage unit 19.
In step 48, when a predetermined quotation reply deadline has passed, the estimated amount stored in the estimated information storage unit 19 is transmitted to the estimate request function 13b, and the amount is set in the estimate request slip. At the same time, the association between the ID and the instruction information is deleted from the purchase web server 15.
Thereby, thereafter, browsing of the electronic file stored in the purchase web server 15 with the ID, that is, the specification document is prohibited, and the security of the system is ensured. Further, after the estimated amount is sent to the main system, that is, the purchasing system 13, the security of the estimated amount is further ensured by deleting the estimated amount data from the purchasing web server 15.
[0034]
The purchasing department determines an ordering supplier in consideration of various factors such as an estimated amount, an estimate, a specification document, and past results from each supplier stored in the purchasing system 13.
For example, when one construction is determined as an ordering company out of three companies of A company, B company, and C company, an ordering slip is created based on an estimate slip of A company.
[0035]
In the above embodiment, the construction estimation has been mainly described. However, the present invention can be similarly applied to the case of purchasing materials.
In this case, a purchase request is issued from the purchase system 13 of the backbone system 10, and a folder based on this purchase request is created in the order information storage unit 17 of the purchase web server 15.
At the same time, the specification document related to the material of the purchase request is converted into an electronic file by the electronic file conversion means 16 and stored in the folder related to the purchase request in the order information storage unit 17.
[0036]
The present invention can also be applied to purchases that do not involve specification documents, such as general equipment defined in JIS.
In this case, unlike the above-described embodiment, a purchase request is issued from the purchase system 13 of the basic system 10, and a folder based on this purchase request is created in the instruction information storage unit 17 of the purchase web server 15. No specification documents are stored in the inside.
[0037]
【The invention's effect】
As described above in detail, according to the present invention, an electronic file of specification documents necessary for a contractor can be viewed with high security without imposing a heavy burden on the communication line.
In addition, according to the present invention, creation, mailing, or storage of a large amount of paper materials (specification documents) required for a conventional quotation request, and a huge amount of personnel, work, storage space, cost, etc. associated therewith Can be greatly reduced.
[Brief description of the drawings]
FIG. 1 is a block diagram showing a configuration of a competition estimation management system according to an embodiment of the present invention.
FIG. 2 is a diagram illustrating an example of an instruction information storage unit and an estimate information storage unit in FIG. 1;
FIG. 3 is a diagram showing an example of a table provided in the ID / password management function in FIG. 1;
FIG. 4 is a flowchart illustrating a conflict estimation management method according to an embodiment of the present invention.
[Explanation of symbols]
DESCRIPTION OF SYMBOLS 10 Competitive estimate management system 11 Core system 12 Maintenance system 13 Purchasing system 14 Merchant communication device 15 Purchasing web server 16 Electronic file conversion means 17 Instruction information storage unit 18 ID / password management function 19 Estimate information storage unit

Claims (8)

A competitive quotation management system comprising: a purchasing system that transmits an estimate request slip to a communication device of a selected supplier; and a purchasing web server that manages an electronic file of a specification document required for an estimate created by the purchasing system. ,
The purchasing system transmits the quotation request slip describing the URL address of the purchasing web server, the ID and password unique to the merchant to the communication device of the merchant corresponding to the ID, and the ID and password are Send it to a purchasing web server,
The purchasing web server includes an instruction information storage unit that stores an electronic file of the specification document for each instruction information, and the ID sent from the purchasing system to the electronic file of the specification document stored in the instruction information storage unit. And an ID / password management means associated with the password, and an estimate information storage means for holding the estimated amount input from the communication device of the supplier until a predetermined estimate reply deadline has passed,
The ID / password management means, in response to the input of the ID and password from the communication device of the vendor, permits browsing of only the electronic file of the specification document corresponding to the ID and password,
The estimate information storage means further sends the estimate amount to the purchasing system when the predetermined estimate reply deadline has passed, and deletes the association between the corresponding ID and the electronic file of the specification document. A competitive quotation management system characterized by The purchase web server creates a separate order information folder for each of the orders information, according to claim 1, characterized in that it further comprises an order information management means for storing an electronic file of the specification documents required for this folder System. The said estimate information storage means holds the said estimated amount input from the said communication apparatus of the contractor so that it can be updated by the later input from the communication apparatus of the contractor until the estimated response deadline. The system according to 1 or 2 . The password system of claim 1-3, wherein it is possible updates from the suppliers of communication devices. The purchase in the competitive quotation management system, comprising: a purchasing system that transmits an estimate request slip to a communication device of a selected supplier, and a purchasing web server that manages an electronic file of a specification document necessary for the quotation created by the purchasing system. A web server,
Instruction information storage means for storing, for each instruction information, an electronic file of specification documents necessary for the quotation created by the purchasing system ;
ID / password management means for associating the electronic file of the specification document stored in the instruction information storage means with an ID and password unique to the vendor sent from the purchasing system;
An estimate information storage means for holding an estimated amount input from the communication device of the vendor requested by the purchasing system until a predetermined estimate reply deadline has passed,
The ID / password management means, in response to the input of the ID and password from the communication device of the vendor, permits browsing of only the electronic file of the specification document corresponding to the ID and password,
The estimate information storage means further sends the estimate amount to the purchasing system when the predetermined estimate reply deadline has passed, and deletes the association between the corresponding ID and the electronic file of the specification document. Purchasing web server characterized by The create a separate order information folder for each order information, purchase Web server according to claim 5, further comprising an order information management means for storing an electronic file of the specification documents necessary for this folder. The estimate information storage means, claims the estimated amount entered from the suppliers of communication device until said estimated deadline, and updates can be held by the input after from the suppliers of communication devices The purchasing web server according to 5 or 6 . Competitive quotation in a competitive quotation management system having a purchasing system that transmits a request for quotation to a communication device of a selected supplier and a purchasing web server that manages an electronic file of specification documents necessary for the quotation created by the purchasing system A management method,
In the purchasing web server, an instruction information storage step of storing an electronic file of the specification document for each instruction information ;
In the purchasing system, the quotation request slip describing the URL address of the purchasing web server, the ID and password unique to the merchant is transmitted to the communication device of the merchant corresponding to the ID, and the ID and password are Sending a request for quotation slip / ID and password to be sent to a purchasing web server;
In the purchasing web server, an ID / password association step for associating an electronic file of the specification document with the ID and password ;
In the purchasing web server, in response to the input of the ID and password from the communication device of the vendor, a browsing permission step for permitting browsing of only the electronic file of the specification document corresponding to the ID and password ;
In the purchase web server, an estimate information holding step for holding an estimated amount input from the communication device of the supplier until a predetermined estimate reply deadline elapses;
In the purchasing web server, when the predetermined estimated answer deadline has passed, the browsing prohibiting step of sending the estimated amount to the purchasing system and deleting the association between the corresponding ID and the electronic file of the specification document; competitive quote management method which is characterized in that it has a.

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