JP6214942B2 - Invoice processing system - Google Patents

Description

The present invention relates to a system for rationalizing invoice processing using EDI (= Electronic Data Interchange).

Conventionally, in so-called “B to B” electronic commerce between companies, transactions are carried out between “company” and “company”, so each company needs a department or person in charge to handle EDI.

In actual business transactions in the construction industry, invoices are exchanged between sales representatives of business partners (ordering parties) and on-site agents and on-site personnel of companies (orderers) that handle construction sites. However, if this exchange is digitized and an EDI department or EDI person is involved, the operation becomes complicated and the benefits of EDI are reduced.

By the way, work related to construction in the construction industry, etc. covers a wide range such as budget management, daily report management, cost management, financial management and the like. Therefore, a construction work management system has been developed in order to enable companies involved in the construction industry to properly manage such a wide range of work, reduce costs, and improve work efficiency.

For example, in Patent Document 1, all operations related to construction such as the construction industry are managed in an integrated manner, and progress status is grasped, cost management processing, financial management processing, etc. in real time from various aspects as well as the whole construction. A construction work management apparatus, a construction work management method, and the like that can be performed and promote efficiency of construction work are disclosed.

JP 2003-186950 A

However, the construction work management system as shown in Patent Document 1 is a one-way system that benefits only for either the contractor or the orderer.

Accordingly, the present invention provides an invoice processing system that does not require an EDI person in charge and that is simple in operation and has advantages for both a contractor and an orderer in order to cope with the above problems.

In order to achieve the object, in the invention of claim 1 ,
An invoice processing system comprising a contractor terminal used by a contractor, an orderer terminal used by an orderer, and a server connected to the contractor terminal and the orderer terminal,
The contractor terminal is
It has an input means that can input invoice information, contractor identification information and bill reception person identification information,
The orderer terminal is
An input means capable of inputting the charge reception person identification information;
Display means capable of displaying invoice information,
The server
Bill information storage means for storing bill information in association with bill reception person identification information and site identification information;
Corresponding identification information storage means in which the contractor identification information and the site identification information are stored correspondingly;
Billing reception person identification information storage means in which the on-site identification information and the claim reception person identification information are stored correspondingly;
When receiving the input of the orderer identification information from the orderer terminal, referring to the correspondence identification information storage means, to identify the site identification information corresponding to the input orderer identification information,
Based on the specified site identifier, the searching according receptionist identification information storage means, call billing receptionist identification information stored in association with the site identification information, the contractor terminal Display on the display means,
Upon receiving input of bill information and bill reception person identification information from the contractor terminal, control for associating the bill reception person identification information and the site identification information with the bill information and storing it in the bill information storage means And
Upon receiving input of charge reception person identification information from the orderer terminal, the bill information storage means is searched based on the input charge reception person identification information and associated with the charge reception person identification information call the invoice information stored Te, performs control to display on the display means of the orderer terminal, and a control unit, and a bill processing system.

In the invention of claim 2 ,
An invoice processing system comprising a contractor terminal used by a contractor, an orderer terminal used by an orderer, and a server connected to the contractor terminal and the orderer terminal,
The contractor terminal is
Having an input means capable of inputting invoice information, invoice identification information, and status information indicating the status of the invoice;
The orderer terminal is
An input means capable of inputting the charge reception person identification information;
Display means capable of displaying invoice information,
The server
Bill information storage means for storing bill information in association with bill reception person identification information and status information;
A request reception person information storage means for storing information related to the charge reception person in association with the charge reception person identification information;
When input of bill information, bill reception person identification information and status information is received from the contractor terminal, the bill reception person identification information and status information are associated with the bill information and stored in the bill information storage means. Control
If the input status information indicates a predetermined state of the invoice, the corresponding charge reception person identification information is identified based on the invoice information related to the status information,
Based on the identified claimed receptionist identification information, the billing search the receptionist information storage means, referring to the matched claims receptionist information in association with billing receptionist identification information stored , To perform a control to notify the person in charge of the claim that the invoice information associated with predetermined status information is stored in the invoice information storage means,
Upon receiving input of charge reception person identification information from the orderer terminal, the bill information storage means is searched based on the input charge reception person identification information and associated with the charge reception person identification information call the invoice information stored Te, performs control to display on the display means of the orderer terminal, and a control unit, and a bill processing system.

According to the present invention, since the server storing the invoice information is accessible from both the orderer terminal and the orderer terminal, an invoice processing system that is advantageous to both the orderer and the orderer is provided. be able to. The present invention is a versatile system that can be realized by a server, an orderer terminal, and an orderer terminal, and can be introduced even in a company that already has some kind of accounting system.

The present invention is an invoice processing system comprising an orderer terminal used by an orderer, an orderer terminal used by an orderer, and a server connected to the orderer terminal and the orderer terminal. The customer terminal has input means capable of inputting invoice information , contractor identification information, and claim reception person identification information, and the orderer terminal has input means capable of inputting the charge reception person identification information, Display means capable of displaying invoice information, wherein the server stores invoice information in association with the bill reception person identification information and the site identification information , the contractor identification information and the site identification. Correspondence identification information storage means for storing information correspondingly, bill reception person identification information storage means for storing site identification information and charge reception person identification information correspondingly, and the contractor terminal From contractor identification information Is received, the correspondence identification information storage means is referred to, the site identification information corresponding to the inputted contractor identification information is identified, and the bill reception person identification information is identified based on the identified site identification information. The storage means is searched, the bill reception person identification information stored in association with the site identification information is called up and displayed on the display means of the contractor terminal. When receiving the input of the reception person identification information, control is performed to associate the charge reception person identification information and the site identification information with the invoice information and store them in the invoice information storage means, and accept the charge from the orderer terminal. When the input of the person-in-charge identification information is received, the bill information storage means is searched based on the inputted person-in-charge reception person identification information, and the person-in-charge reception person identification information Call the invoice information stored in association performs control to display on the display means of the orderer terminal, with the structure and a control unit, the benefits to both the contractor and the orderer A bill processing system can be provided.

1 is a conceptual diagram exemplarily showing an overall configuration of a bill processing system according to an embodiment of the present invention. It is the conceptual diagram which showed typically the hardware constitutions of the server of one Example of this invention. It is the figure which showed typically the structure of the order receiver identification information storage area of the server of one Example of this invention. It is the figure which showed typically the structure of the charge reception person identification information storage area | region of the server of one Example of this invention. It is the figure which showed typically the structure of the order form information storage area of the server of one Example of this invention. It is the figure which showed typically the structure of the orderer person-in-charge information storage area of the server of one Example of this invention. It is the figure which showed typically the structure of the charge reception person information storage area of the server of one Example of this invention. It is the figure which showed typically the structure of the bill information storage area of the server of one Example of this invention. It is the figure which showed illustratively the screen displayed on the display means of the order receiver terminal of one Example of this invention. It is the figure which showed illustratively the screen displayed on the display means of the orderer terminal of one Example of this invention. It is the figure which showed illustratively the screen displayed on the display means of the order receiver terminal of one Example of this invention. It is the figure which showed illustratively the screen displayed on the display means of the order receiver terminal of one Example of this invention. It is the figure which showed illustratively the screen displayed on the display means of the order receiver terminal of one Example of this invention. It is the figure which showed illustratively the screen displayed on the display means of the orderer terminal of one Example of this invention. It is the figure which showed illustratively the screen displayed on the display means of the order receiver terminal of one Example of this invention. It is a flowchart which shows the flow of the process which the server of one Example of this invention performs. It is a flowchart which shows the flow of the process which the server of one Example of this invention performs.

Hereinafter, embodiments according to the present invention will be described in detail with reference to the accompanying drawings. However, the components described in this embodiment are merely examples, and are not intended to limit the scope of the present invention only to them.

<Invoice processing system configuration>
FIG. 1 is a conceptual diagram exemplarily showing the overall configuration of a bill processing system according to the present embodiment. The invoice processing system mainly includes a server 100, an orderer terminal 200, and an orderer terminal 300, and a plurality of orderer terminals 200 and a plurality of orderer terminals 300 are connected to the server 100 through a network 400. ing.

<Configuration of Server 100>
The server 100 manages the entire invoice processing system, performs processing according to commands and information received from the orderer terminal 200 and the orderer terminal 300, and outputs the processing results to the orderer terminal 200 and the orderer terminal 300. Information processing apparatus. In this embodiment, the entire invoice processing system is managed, processing is performed according to instructions and information received from the orderer terminal 200 and the orderer terminal 300, and the processing result is received from the orderer terminal 200 and the orderer terminal. Although the server 100 is shown as an information processing apparatus that outputs data to the 300, it is not limited to the server. Information processing apparatus that manages the entire invoice processing system, performs processing according to instructions and information received from the orderer terminal 200 and the orderer terminal 300, and outputs the processing results to the orderer terminal 200 and the orderer terminal 300 For example, a personal computer (PC) or a workstation (WS) may be used.

Next, the hardware configuration of the server 100 will be described with reference to FIG. FIG. 2 is a block diagram schematically illustrating the hardware configuration of the server 100.

The external recording medium connection unit 103 is for realizing access to a medium, and can load a program or the like stored in the medium (recording medium) 104 into the server 100.

The storage unit 105 includes, for example, an HDD (Hard Disk Drive) that functions as a large-capacity memory. The storage unit 105 stores an application program, an OS, a control program, a related program, and the like.

Further, the storage means 105 includes a contractor identification information storage area 152, a bill reception person identification information storage area 153, an order form information storage area 155, a contract person contact person information storage area 156, and a bill reception person information storage area 157. A bill information storage area 158 is provided. However, the present invention is not limited to this configuration. For example, the contractor identification information storage area 152, the charge reception person identification information storage area 153, the order form information storage area 155, the contractor information storage area 156, the charge reception The person-in-charge information storage area 157 and the bill information storage area 158 may be provided in the medium 104.

<Configuration of Contractor Identification Information Storage Area 152>
In the contractor identification information storage area 152 (an example of correspondence identification information storage means), as shown in FIG. 3, the contractor identification information is stored in association with each site identification information. The orderer identification information storage area 152 is input by a user such as a person in charge of receiving an ordering request through the orderer terminal 300 or the like. The “orderee identification information” is composed of characters, symbols, or a combination of characters and symbols for identifying each orderee.

<Structure of charge reception person identification information storage area 153>
In the bill reception person identification information storage area 153, bill reception person identification information is stored in association with each site identification information as shown in FIG. A user such as an orderer such as a person who has the authority to allocate a charge reception person to each site is input to the charge reception person identification information storage area 153 through the orderer terminal 300 or the like. The “billing reception person identification information” is composed of characters, symbols, or a combination of characters and symbols for identifying each bill reception person.

<Configuration of order form information storage area 155>
In the purchase order information storage area 155 (an example of correspondence identification information storage means), as shown in FIG. 5, the budget work type, the order amount, and the payment are associated with each purchase order identification information, contractor identification information, and site identification information. Information on purchase orders such as payments is stored. The order form information storage area 155 is input by a user such as an orderer such as a charge receptionist who receives a request from the contractor at the site through the orderer terminal 300 or the like. The “order form identification information” is composed of characters, symbols, or combinations of characters and symbols that identify each order form. The “site identification information” is configured by characters, symbols, or combinations of characters and symbols that identify each site.

<Configuration of Contractor Information Storage Area 156>
As shown in FIG. 6, the orderer person-in-charge information storage area 156 stores a password, an authorization authority, an e-mail address, a telephone number, and the like in association with the person-in-charge identification information of each orderer. “Approval authority” is an authority that can change the status information of an invoice (described later) to “submit to the user such as the orderer” for an invoice (described later) whose invoice status information is “completed” is there. When the approval authority is “◯”, not only invoices registered in the invoice information storage area 158 but also invoices created by other persons in charge associated with the same contractor can be approved. A user such as an administrator who is a representative of the orderer inputs the orderer person-in-charge information storage area 156 through the orderer terminal 200 or the like. It should be noted that a user such as an administrator who is a representative of the contractor can be set not to give approval authority to any person in charge including himself. In that case, the invoice status information for the invoice whose status information is “Completion Completed” is used by the ordering party etc. It can be changed to “Submit to the user”. In this example, “Approval authority” can be changed to “Submit to the user such as the orderer” for the invoice whose status information is “Created”. The “approval authority” may be an authority that can change the status information of the invoice to the predetermined status information for the invoice to which the predetermined status information is attached.

<Structure of charge reception person information storage area 157>
As shown in FIG. 7, the charge reception person information storage area 157 stores a password, an e-mail address, a telephone number, and the like in association with each charge reception person identification information.

<Configuration of Invoice Information Storage Area 158>
In the bill information storage area 158, as shown in FIG. 8, each site identification information, each purchase order identification information, each contractor identification information, each person identification information, each bill reception person identification information, and an invoice In connection with each invoice identification information such as number, electronic file in a specific format such as billing amount, document (eg xls, xlsx, txt, csv, doc, docx, pdf, jpg, bmp), delivery date, Invoice information such as information relating to the breakdown of charges such as product name, contract unit price and progress rate is stored. Therefore, the control means 110 stores the invoice information storage area 158 based on the site identification information, the order form identification information, the contractor identification information, the person in charge identification information, the charge reception person identification information, and the invoice identification information. The invoice information that is being can be called.

Note that the storage unit 105 may include a program such as a basic I / O program and various information used in basic processing, such as a ROM (Read Only Memory). The storage unit 105 may include a RAM (Random Access Memory) that functions as a main memory, a work area, and the like of the control unit 110 for temporarily storing various types of information.

The input unit 106 is, for example, a keyboard, a pointing device (such as a mouse), or a touch panel. Using this input means 106, a user such as an orderer instructs the server 100 to input a command or the like for controlling the server 100.

The display unit 107 is, for example, a liquid crystal display, an organic EL display, or a CRT, and displays a command input from the input unit 106, a response output of the server 100 in response thereto, and the like.

The bus 109 controls the flow of information in the server 100 and is a signal line that connects devices such as the control unit 110 and the storage unit 105 in the server 100. Reference numeral 108 denotes communication means, and the server 100 exchanges information with external devices such as the orderer terminal 200 and the orderer terminal 300 via the communication means 108.

The control unit 110 is, for example, a CPU (Central Processing Unit), and executes an application program, an operating system (OS), a control program, and the like stored in the storage unit 105, and is necessary for executing the program in the storage unit 105. Control to temporarily store information, files, etc.

Based on the orderer identification information, the person identification information, and the password input by the user such as the person in charge of the orderer through the input unit of the orderer terminal 200, the control unit 110 receives the orderer person information storage area 156. And the inputted contractor identification information, person-in-charge identification information, and password, and any contractor identification information, person-in-charge identification information stored in the contractor-person-in-charge information storage area 156, and If the password matches, the login is permitted and control is performed to display a “menu screen” on the display means of the contractor terminal 200 as shown in FIG.

Based on the charge reception person identification information and the password input by the user such as the charge reception person in charge of the orderer through the input means of the orderer terminal 300, the control means 110 stores the information in the charge reception person information storage area 157. If the request reception person-in-charge identification information and password entered by search and the charge reception person-in-charge identification information and password stored in the charge reception person-in-charge information storage area 157 match, log in As shown in FIG. 10, control is performed to display a “menu screen” on the display means of the orderer terminal 300.

When the control unit 110 receives an input of a “purchase order” instruction through the input unit of the contractor terminal 200, the control unit 110, based on the contractor identification information related to the user such as the person in charge of the logged-in contractor, With reference to the order information storage area 155, the purchase order identification information associated with the contractor identification information is called up, and as shown in FIG. The display is controlled on the display means. In addition, when the control unit 110 accepts an operation for selecting the purchase order identification information through the input unit of the contractor terminal 200, the control unit 110 searches the purchase order information storage area 155 based on the selected purchase order identification information, and Control is performed to call up the order form information and the site identification information associated with the identification information. Then, as shown in FIG. 12, the control means 110 displays the invoice format for accepting the input of the invoice information on the display means of the contractor terminal 200 together with the on-site identification information, the purchase order identification information, and the order form information. To control.

When the control means 110 receives an input of an instruction “no order” through the input means of the order receiving terminal 200, the control means 110, based on the order receiving person identification information related to the user such as the person in charge of the order receiving order who is logged in, With reference to the contractor identification information storage area 152, control is performed to identify the site identification information associated with the contractor identification information. Further, the control means performs control to display a list of the identified site identification information on the display means of the contractor terminal 200. When the control unit 110 receives a selection operation of the site identification information through the input unit of the contractor terminal 200, the control unit 110 displays on the display unit of the contractor terminal 200 a bill format for receiving the input of the bill information together with the site identification information. Control the display.

Further, when the control means 110 receives an instruction to “display a list of charge reception persons” through the input means of the contractor terminal 200, the control means 110 refers to the charge reception person identification information storage area 153 based on the site identification information. Then, control for identifying the charge reception person identification information associated with the site identification information is performed. Further, the control means 110 refers to the charge reception person information storage area 157 based on the specified charge reception person identification information, and stores the department name, department name, E associated with the charge reception person identification information. The billing reception person information such as the mail address and the telephone number is called, and as shown in FIG. 13, the called reception person information is associated with the list of the specified bill reception person identification information. The display is controlled on the display means.

The control means 110, through the input means of the contractor terminal 200, selects the person in charge of billing, and electronic files in a specific format such as billing amount and materials (for example, xls, xlsx, txt, csv, doc, docx, pdf , jpg, bmp), input the invoice information such as information related to the breakdown of the request such as delivery date, product name, contract unit price and progress rate, and status related to the invoice such as “temporarily save the invoice” When the selection of information is accepted, control is performed to store such information in the bill information storage area 158. Specifically, the control unit 110 associates the status information with the purchase order identification information, the contractor identification information, the person in charge identification information, the site identification information, and the charge reception person identification information related to the selected charge reception person. In addition, control for storing the bill information in the bill information storage area 158 is performed. Here, the status information added to the invoice information indicates the state (= status) of the invoice, and the control means 110 receives the “invoice temporarily stored through the input means of the contractor terminal 200. The state of the invoice is determined based on selection operations such as “Invoice has been created”, “Submit the invoice to the orderer”, and the like. That is, when “temporarily save bill” is selected, the control means 110 determines that the bill status is “under construction”, adds status information to that effect, and bills the bill information. Control to store in the book information storage area 158 is performed. If “invoice creation completed” is selected, the control unit 110 determines that the state of the invoice is “creation completed”, adds status information to that effect, and requests the invoice information. Control to store in the book information storage area 158 is performed. In addition, when “submit the invoice to the orderer” is selected, the control unit 110 determines that the state of the invoice is “submit to the orderer”, adds status information to that effect, Control to store the bill information in the bill information storage area 158 is performed.

The control unit 110 determines that the state of the invoice is “completion completed”, adds status information to that effect, and performs control to store the invoice information in the invoice information storage area 158. Invoice identification information such as an invoice number is added and stored. In that case, a numbering table (not shown) capable of managing the latest number is stored in an appropriate storage area of the storage unit 105, and when the control unit 110 adds the bill identification information to the bill information. Refers to this numbering table. Further, in this embodiment, when control is performed to add invoice information to the invoice information storage area 158 by adding status information indicating “completion completed”, invoice identification information is added to the invoice information. However, the present invention is not limited to this configuration as long as predetermined status information is added to the bill information and stored, and the bill identification information is added to the bill information. good.

Further, the control unit 110 determines that the state of the invoice is “completion completed”, adds status information to that effect, and performs control to store the invoice information in the invoice information storage area 158. Control is performed to identify the charge reception person identification information associated with the bill information, and to notify the specified charge reception person. For example, the control unit 110 searches the charge reception person information storage area 157 based on the specified charge reception person identification information, and stores the charge reception stored in association with the matched charge reception person identification information. An e-mail is transmitted to the e-mail address included in the person-in-charge information. In addition, when the specified charge reception person logs in using his / her own charge reception person identification information, the control unit 110 requests the self addressed to himself whose status information is “Created” in the invoice information storage area 158. The fact that the document is stored is displayed on the display means of the orderer terminal 300.

In addition, when the control unit 110 receives an input of a command “purchase order” and the order form information is called based on the contractor identification information, the control unit 110 converts the invoice information to the invoice information through the input unit of the contractor terminal 200. When the input of the included billing amount is accepted, the bill information storage area 158 is searched based on the purchase order identification information related to the called purchase order information, and the bill information is associated with the purchase order identification information. If it is stored, the billing amount included in the bill information is called up. Further, the control means 110 performs control for subtracting the paid money and the called billing amount from the order amount related to the order form information, and comparing the subtracted amount with the inputted billing amount. As a result, if the input billing amount is larger than the amount after subtraction, control is performed to display on the display means of the contractor terminal 200 that “the input of the billing amount is not accepted”.

The control unit 110 searches the invoice information storage area 158 based on the contractor identification information, calls the invoice information stored in association with the contractor identification information, and displays the display unit of the contractor terminal 200. Control the display above.

When the control unit 110 receives an input of “display a list of invoices” through the input unit of the orderer terminal 300, the control unit 110 searches the invoice information storage area 158 based on the identification information of the person in charge of receiving the request. Then, the invoice identification information stored in association with the charge reception person identification information is called up, and the list is displayed on the display means of the orderer terminal 300 as shown in FIG.

Note that when the control unit 110 performs control to call up the bill identification information and display a list on the display unit of the orderer terminal 300, the control unit 110 associates the bill identification information with the bill identification information in the bill information storage area 158. By referring to the status information added to the stored invoice information, only the invoice identification information related to the invoice information to which specific status information (for example, “submit to the orderer”) is added is the orderer terminal. It is good also as a structure which performs the control displayed on 300 display means.

Further, when the control unit 110 receives an operation for selecting invoice identification information through the input unit of the orderer terminal 300, the control unit 110 searches the invoice information storage area 158 based on the selected invoice identification information, and the billing information is stored. The invoice information associated with the invoice identification information is called up and controlled to be displayed on the display means of the orderer terminal 300 as shown in FIG.

Further, the control means 110, for the invoice called by the selection operation of the invoice identification information, through the input means of the orderer terminal 300, the payment classification (instruction relating to payment method, payment timing, joint venture), budget type journal entry When the input of the amount or the like is received, control is performed to store the information in the bill information storage area 158 in association with the bill identification information related to the bill.

Further, when the control unit 110 receives a change of status information through the input unit of the orderer terminal 300 for the invoice called by the invoice identification information selection operation, the invoice information related to the invoice The status information added to is rewritten with the changed status information and stored. For example, the status information is rewritten and stored from “Submit to Ordering Party” to “Received”, “Approved”, or “Return”.

When the control unit 110 receives a change of predetermined status information (for example, “send back”) through the input unit of the orderer terminal 300 for the bill called by the bill identification information selection operation, The status information added to the invoice information related to the invoice is controlled to be rewritten and stored with the changed status information, and the contractor identification information and the person in charge associated with the invoice information related to the status information Control is performed to identify the identification information and notify the person in charge of the identified contractor to that effect. For example, the control unit 110 searches the orderer person-in-charge information storage area 156 based on the identified orderer identification information and the person-in-charge identification information, and stores the E in association with the matched person-in-charge identification information. Send an email to the email address. In addition, when the person in charge of the identified contractor logs in using his / her person identification information, the control means 110 stores an invoice whose status information is “Return” in the invoice information storage area 158. Is displayed on the display means of the contractor terminal 200.

Further, when the control means 110 receives an instruction to “create a payment slip” through the input means of the orderer terminal 300, the status information added to each invoice information stored in the invoice information storage area 158. , Control is performed to create a payment slip based on each invoice information to which specific status information (for example, “approved”) is added.

It can also be configured as an alternative to a hardware device by software that realizes functions equivalent to those of the above means.

In the present embodiment, an example is shown in which the program according to the present embodiment and related information are directly loaded from the medium 104 into the RAM or the like of the storage unit 105 and executed. However, the program according to the present embodiment is not limited thereto. May be loaded into the RAM or the like of the storage means 105 from the HDD or the like of the storage means 105 in which the program is already installed. In addition, the program according to the present embodiment can be stored in the ROM or the like of the storage unit 105, configured so as to form a part of the memory map, and directly executed by the control unit 110.

Further, in the present embodiment, for convenience of explanation, a configuration in which the server 100 is realized by one device is described, but it may be realized by a configuration in which resources are distributed to a plurality of devices. For example, storage and calculation resources may be distributed in a plurality of devices. Alternatively, resources may be distributed for each component virtually realized on the server 100 to perform parallel processing.

<Configuration of Contractor Terminal 200 and Orderer Terminal 300>
The contractor terminal 200 and the orderer terminal 300 are information processing apparatuses such as PCs that process input information and output the processed information, and input information and commands to the server 100 connected through the network 400. Input means such as a keyboard and a touch panel that can be displayed, and display means such as a liquid crystal display that can display information and commands received from the server 100.

<Configuration of network 400>
The network 400 is typically a LAN (Local Area Network), but may have any configuration as long as it can transmit and receive information regardless of wired / wireless. For example, a public line (analog line, ISDN (Integrated Services Digital Network, etc.)), WAN (Wide Area Network), wireless LAN, etc. may be used. As a communication protocol on the network 400, for example, TCP / IP (Transmission Control Protocol / Internet Protocol) or the like can be adopted.

<Flow of processing executed by invoice processing system>
Next, the flow of processing executed by the bill processing system according to this embodiment will be described.

<When the contractor registers an invoice>
As shown in FIG. 16, when a user such as the person in charge of the contractor inputs his / her contractor identification information, person-in-charge identification information, and password using the input means of the contractor terminal 200 (step S1601). The server 100 searches the orderer person-in-charge information storage area 156 based on the input orderer identification information, the person-in-charge identification information, and the password, and inputs the orderer identification information, the person-in-charge identification information, And the password and any of the contractor identification information, the contractor identification information, and the password stored in the contractor person information storage area 156 match (“YES” in step S1602), the login As shown in FIG. 9, the “menu screen” is displayed on the display means of the contractor terminal 200.

When a user such as the person in charge of the contractor inputs an instruction “purchase order” using the input means of the contractor terminal 200 (“YES” in step S1603), the server 100 receives the order that is being logged in. 11 is referred to in the order form information storage area 155 based on the orderer identification information related to the user such as the person in charge of the person in charge, and the order form identification information associated with the orderer identification information is called up in FIG. As shown, a list of called order form identification information is displayed on the display means of the contractor terminal 200 (step S1604).

When a user such as the person in charge of the contractor performs an operation of selecting purchase order identification information using the input means of the contractor terminal 200 (step S1605), the server 100 is based on the selected purchase order identification information. Then, the order form information storage area 155 is searched and control is performed to call up the order form information and the site identification information associated with the order form identification information. Then, as shown in FIG. 12, the control means 110 displays the invoice format for accepting the input of the invoice information on the display means of the contractor terminal 200 together with the on-site identification information, the purchase order identification information, and the order form information. (Step S1606).

When a user such as a person in charge of the contractor inputs a command “no purchase order” using the input means of the contractor terminal 200 (“NO” in step S1603), the server 100 receives an order that is being logged in. The site identification information associated with the contractor identification information is identified by referring to the contractor identification information storage area 152 based on the contractor identification information related to the user such as the person in charge of the contractor. Further, the control means displays a list of the identified site identification information on the display means of the contractor terminal 200 (step S1607).

When a user such as a person in charge of the contractor performs a selection operation of the site identification information using the input means of the contractor terminal 200 (step S1608), the server 100 stores the bill information together with the site identification information. The invoice format for accepting the input is displayed on the display means of the contractor terminal 200 (step S1609).

When a user such as the person in charge of the orderer uses the input means of the orderer terminal 200 to give an instruction to “display a list of charge acceptance persons” (step S1610), the server 100 detects the site identification information. Based on the above, the charge reception person identification information storage area 153 is referred to, and the charge reception person identification information associated with the site identification information is specified. Further, the server 100 refers to the charge reception person information storage area 157 based on the specified charge reception person identification information, and stores the department name, department name, and e-mail associated with the charge reception person identification information. As shown in FIG. 13, the billing reception person information such as an address and a telephone number is called, and the called billing person information is associated with a list of identified billing reception person identification information. It is displayed on the display means (step S1611).

A user such as a person in charge of a contractor selects a charge receptionist using the input means of the contractor terminal 200, and an electronic file in a specific format such as a charge amount or a document (for example, xls, xlsx, txt , csv, doc, docx, pdf, jpg, bmp), input the invoice information such as the delivery date, product name, contract unit price, progress rate, etc. When the status information related to the bill, such as, is selected (step S1612), the server 100 stores the information in the bill information storage area 158 (step S1613).

<When a person in charge of the same contractor corrects an invoice registered by another person in charge>
When a user such as a person in charge of the contractor inputs his / her contractor identification information, the contractor identification information, and the password using the input means of the contractor terminal 200, the server 100 identifies the input contractor identification. Based on the information, the person-in-charge identification information, and the password, the orderer person-in-charge information storage area 156 is searched, and the inputted order-receiving person identification information, the person-in-charge identification information, the password, and the person-in-charge person information storage area If any of the orderer identification information, the person-in-charge identification information, and the password stored in 156 match, login is permitted and, as shown in FIG. Display the “Menu screen”.

When a user such as a person in charge of the contractor inputs an instruction “display a list of invoices” using the input means of the contractor terminal 200, the server 100 performs the following operation based on the contractor identification information. The bill information storage area 158 is searched, the bill identification information related to the bill information stored in association with the contractor identification information is called, and a list is displayed on the display means of the contractor terminal 200.

When a user such as the person in charge of the contractor performs a selection operation of the bill identification information using the input means of the contractor terminal 200, the server 100 performs a bill based on the selected bill identification information. The information storage area 158 is searched, the bill information associated with the bill identification information is called up, and displayed on the display means of the contractor terminal 200.

A user such as the person in charge of the contractor re-selects the charge receptionist using the input means of the contractor terminal 200 for the bill called by the selection operation of the bill identification information, and the billing amount etc. When the bill information is input again, the server 100 stores the information in the bill information storage area 158 in association with the bill identification information related to the bill.

When a user such as the person in charge of the contractor changes the status information using the input means of the contractor terminal 200 for the bill called by the bill identification information selection operation, the server 100 causes the bill to be invoiced. The status information added to the bill information related to is rewritten and stored with the changed status information.

<When the orderer approves the invoice and creates a payment slip>
As shown in FIG. 17, when a user such as an orderer's billing reception person enters his / her billing reception person identification information and password using the input means of the orderer terminal 300 (step S1701), the server 100 searches the charge reception person information storage area 157 based on the charge reception person identification information and password, and inputs the charge reception person identification information and password and the charge reception person information storage area 157. If any of the charge reception person identification information and password stored in the password match ("YES" in step S1702), login is permitted and the orderer terminal 300 displays as shown in FIG. A “menu screen” is displayed on the means.

When a user such as a person in charge of billing of the orderer inputs an instruction to “display a list of invoices” using the input means of the orderer terminal 300 (step S1703), identification information of the person in charge of billing reception On the basis of the bill information storage area 158, the bill identification information stored in association with the bill reception person identification information is called, and the display of the orderer terminal 300 is displayed as shown in FIG. A list is displayed on the means (step S1704).

When a user such as a person in charge of receiving a charge of the orderer performs an operation for selecting invoice identification information using the input means of the orderer terminal 300 (step S1705), the server 100 selects the selected invoice identification information. The bill information storage area 158 is searched based on the bill information, and the bill information associated with the bill identification information is retrieved and displayed on the display means of the orderer terminal 300 as shown in FIG. (Step S1706).

With respect to an invoice that is called by an invoice identification information selection operation by a user such as a person in charge of charge of the orderer, using the input means of the orderer terminal 300, payment classification (payment method, payment time, joint venture) When the budget work type journal, the amount, etc. are input (step S1707), the server 100 stores these pieces of information in the bill information storage area 158 in association with the bill identification information related to the bill. (Step S1708).

When a user such as a person in charge of receiving a charge of the orderer changes the status information for the bill called by the selection operation of the bill identification information using the input means of the orderer terminal 300 (step S1709), the server 100 rewrites the status information added to the bill information related to the bill with the changed status information and stores it (step S1710).

When a user such as a person in charge of billing of the orderer inputs an instruction to “create a payment slip” using the input means of the orderer terminal 300 (step S1711), the server 100 stores the invoice information storage. By referring to the status information added to each invoice information stored in the area 158, a payment slip is created based on each invoice information to which specific status information (for example, “Approved”) is added. (Step S1712).

Thus, by configuring the invoice processing system, it is possible to provide an invoice processing system that is advantageous to both the contractor and the orderer. That is, the billing information is stored in the storage unit 105 of the server 100 and is configured to be accessible from both the contractor side and the orderer side. Data input is no longer required, leading to operational efficiency. It becomes difficult to forget to process the invoice, and both the contractor and the orderer are less likely to bother the other party. In addition, when the invoice is stored on paper, the estimate associated with the invoice is managed as a set, and therefore, a staff such as a clerk is required. However, by making it paperless, it is possible to reduce the manpower. At the same time, it can lead to the protection of resources and the environment. In addition, as the contractor, the purchase cost of the invoice specified by the orderer, the mailing cost of the invoice, the labor of mailing the invoice, the rubber stamp production cost for printing the contractor identification information, and the labor of managing the billing history Can be reduced.

In addition, since the billing person in charge of the ordering person can be identified from the billing person in charge identification information associated with the invoice information stored in the invoice information storage area 158 of the server 100, the invoice is ordered. It can be sent directly from the buyer to the person in charge of requesting the orderer. Therefore, it is possible to save the time and labor for the orderer's clerks to distribute the invoices mailed from the contractor to each charge receptionist, and to avoid mistakes in the billing destination. Furthermore, by using this invoice processing system, it becomes possible for all persons of the ordering party (cost department, manufacturing department, management department) to easily process the invoices from the contractor. Speed up. Also, in this bill processing system, date information is managed in the system and cannot be tampered with by the user, leading to compliance.

In addition, the invoice processing system according to the present embodiment identifies the site identification information from the contractor identification information and the purchase order identification information, and identifies the person in charge of requesting the orderer based on the identified site identification information. Or invoice information is stored in association with the field identification information. That is, the bill processing system according to the present embodiment has a configuration in which bill processing is completed on a site-by-site basis, and is optimal for determining the balance on the site or project basis, such as in the construction industry. In addition, general administrative expenses departments other than on-site and projects can also be processed by the invoice processing system according to this embodiment by considering it on the site, and there is no need to prepare another invoice processing system, Convenient. In addition, since the bill is created after the site is specified, it is possible to prevent the contractor from billing the wrong site, and the site where the orderer is different for the charged cost. Can be prevented from paying from the budget.

In the present embodiment, examples of status information added to the invoice information include “under construction”, “completion of creation”, “submit to orderer”, “received”, etc. The examples are not limited to these, and may be anything that indicates the state (= status) of the invoice.

100: server,
103: External recording medium connecting means, 104: Media, 105: Storage means, 106: Input means, 107: Display means, 108: Communication means, 109: Bus, 110: Control means, 152: Contractor identification information storage area, 153: Billing reception person identification information storage area, 155: Order form information storage area, 156: Contractor person information storage area, 157: Claim reception person information storage area, 158: Invoice information storage area,
200: Contractor terminal,
300: Orderer terminal

Claims (2)

An invoice processing system comprising a contractor terminal used by a contractor, an orderer terminal used by an orderer, and a server connected to the contractor terminal and the orderer terminal,
The contractor terminal is
It has an input means that can input invoice information , contractor identification information and bill reception person identification information,
The orderer terminal is
An input means capable of inputting the charge reception person identification information;
Display means capable of displaying invoice information,
The server
Bill information storage means for storing bill information in association with bill reception person identification information and site identification information ;
Corresponding identification information storage means in which the contractor identification information and the site identification information are stored correspondingly;
Billing reception person identification information storage means in which the on-site identification information and the claim reception person identification information are stored correspondingly;
When receiving the input of the orderer identification information from the orderer terminal, referring to the correspondence identification information storage means, to identify the site identification information corresponding to the input orderer identification information,
Based on the identified site identification information, the request reception person identification information storage means is searched, and the bill reception person identification information stored in association with the site identification information is called, Display on the display means,
Upon receiving input of bill information and bill reception person identification information from the contractor terminal, control for associating the bill reception person identification information and the site identification information with the bill information and storing it in the bill information storage means And
Upon receiving input of charge reception person identification information from the orderer terminal, the bill information storage means is searched based on the input charge reception person identification information and associated with the charge reception person identification information call the invoice information stored Te, performs control to display on the display means of the orderer terminal, and having a control unit, invoicing system. An invoice processing system comprising a contractor terminal used by a contractor, an orderer terminal used by an orderer, and a server connected to the contractor terminal and the orderer terminal,
The contractor terminal is
Having an input means capable of inputting invoice information, invoice identification information, and status information indicating the status of the invoice ;
The orderer terminal is
An input means capable of inputting the charge reception person identification information;
Display means capable of displaying invoice information,
The server
Bill information storage means for storing bill information in association with bill reception person identification information and status information;
A request reception person information storage means for storing information related to the charge reception person in association with the charge reception person identification information ;
When input of bill information , bill reception person identification information and status information is received from the contractor terminal, the bill reception person identification information and status information are associated with the bill information and stored in the bill information storage means. Control
If the input status information indicates a predetermined state of the invoice, the corresponding charge reception person identification information is identified based on the invoice information related to the status information,
Based on the identified charge reception person identification information, the charge reception person information storage means is searched, and the charge reception person information stored in association with the matched charge reception person identification information is referred to. , To perform a control to notify the person in charge of the claim that the invoice information associated with predetermined status information is stored in the invoice information storage means,
Upon receiving input of charge reception person identification information from the orderer terminal, the bill information storage means is searched based on the input charge reception person identification information and associated with the charge reception person identification information call the invoice information stored Te, performs control to display on the display means of the orderer terminal, and having a control unit, invoicing system.