JP6817082B2 - Work completion control device, work completion control method, and work completion control program - Google Patents

Description

The present invention relates to a work completion control device, a work completion control method, and a work completion control program.

Patent Document 1 is digitized (created as a database) by simple work (that is, inputting an invoice) in a situation where specialized knowledge of accounting processing and complicated transfer slip processing are not required and payment affairs are prioritized. An invention relating to a construction ledger creation system that can easily create a construction ledger and manage monthly payments and the like is described.

Japanese Unexamined Patent Publication No. 2000-12307

However, in the conventional technology, there is a problem that it is not possible to control sales and purchases so that they cannot be recorded until the purchases are completed by managing the sales and purchases in association with each other according to the work schedule management category. It was.

The present invention has been made in view of the above problems, and by managing sales and purchases in association with each other according to the work schedule management category, it is controlled so that sales cannot be recorded until the purchases are completed. It is an object of the present invention to provide a work completion control device, a work completion control method, and a work completion control program which can be performed.

In order to solve the above-mentioned problems and achieve the object, the work completion control device according to the present invention is a work completion control device including a storage unit and a control unit, and the storage unit is a product after sale. The control unit is provided with a purchase data storage means for storing purchase data related to arrangements to a contractor for maintenance work and a sales data storage means for storing sales data for the maintenance work. The sales data is registered in the sales data storage means when it is determined by the completion determination means for determining whether or not the registration to the purchase data storage means has been completed and the completion determination means. It is characterized by being equipped with a sales registration means.

Further, the work completion control device according to the present invention is characterized in that the purchase data includes a completion report of the maintenance work from the contractor or an acceptance confirmation report from the owner of the product.

Further, the work completion control device according to the present invention is characterized in that the purchase data includes payment accounting data to the contractor.

Further, the work completion control method according to the present invention is a work completion control method for causing a work completion control device including a storage unit and a control unit to execute the product, which is executed by the control unit after sales. When it is determined in the completion determination step of determining whether or not the registration of the purchase data related to the arrangement to the maintenance work contractor has been completed in the storage unit and the completion determination step have been completed, the above It is characterized by including a sales registration step of registering sales data of maintenance work in the storage unit.

Further, the work completion control program according to the present invention is a work completion control program for being executed by a work completion control device including a storage unit and a control unit, and the control unit performs maintenance work for a product after sales. The completion determination step for determining whether or not the registration of the purchase data related to the arrangement to the contractor has been completed in the storage unit, and the maintenance operation when it is determined that the purchase data has been completed in the completion determination step. It is characterized in that the sales registration step of registering the sales data of the above in the storage unit is executed.

According to the present invention, by managing sales and purchases in association with each other according to the work schedule management category, it is possible to control so that sales cannot be recorded until the purchases are completed.

FIG. 1 is a diagram showing an outline of the processing of the present embodiment. FIG. 2 is a diagram showing an outline of the processing of the present embodiment. FIG. 3 is a block diagram showing an example of the configuration of the work completion control device. FIG. 4 is a flowchart showing an example of processing of the work completion control device according to the present embodiment. FIG. 5-1 is a diagram showing an example of a sales detail screen. FIG. 5-2 is a diagram showing an example of the purchase details screen. FIG. 5-3 is a diagram showing an example of the purchase details screen. FIG. 6 is a diagram showing an example of sales data creation processing in the state before work completion / purchase accounting. FIG. 7 is a diagram showing an example of purchase data creation processing. FIG. 8 is a diagram showing an example of sales data creation processing in a state where work is completed and purchases have been recorded. FIG. 9 is a diagram showing sample data. FIG. 10 is a diagram showing sample data. FIG. 11 is a diagram showing sample data. FIG. 12 is a diagram showing sample data.

Embodiments of the present invention will be described in detail with reference to the drawings. The present invention is not limited to the present embodiment.

[1. Overview]
The outline of the present invention will be described with reference to FIGS. 1 and 2. 1 and 2 are diagrams showing an outline of the processing of the present embodiment.

First, large machine dealers (machine tools, elevators, special vehicles, etc.) perform after-sales follow-up (maintenance) of equipment after selling the equipment, and maintenance work may be outsourced to a subcontractor. Here, in order to record in-house sales for maintenance work, there are cases where the work completion report of the subcontractor or the customer acceptance inspection is indispensable (that is, the subcontracting work must be completed).

Here, in the conventional sales management system, the recording of sales / invoices based on the contract is controlled by the judgment of the person in charge because there is no link between sales / purchase. As a result, in the conventional sales management system, there is no link between the maintenance service sales provided and the purchases arranged for outsourcing, so the work is done separately from the subcontractor. It was possible to record sales before receiving a completion report or confirmation of acceptance from the customer. Further, in the conventional sales management system, confirmation of whether or not the work is completed is left to the judgment of the person in charge, which causes a remand after the sales are recorded.

Therefore, in this embodiment, if the work completion report from the subcontractor and the acceptance inspection of the place where the machine is owned are not completed, the sales should not be increased, so declare it in the system. By making it possible to set sales recording on the premise that those items have been completed for each product (sales) and each work (purchase), and to be able to link them. , It is not possible to record sales for items for which work / acceptance has not been completed. That is, in the present embodiment, by setting the work completion management "Yes" at the time of creating the sales schedule data, it is realized that the target purchase is completed at the time of recording the sales.

Here, in the sales work completion management in the present embodiment, it is necessary to control that the sales cannot be recorded in-house until the work is completed and the preparation for payment to the subcontractor is completed. Therefore, as shown in FIG. It manages the association between sales (planned) and purchases (planned), and if the relevant purchases are not recorded, sales cannot be recorded. Here, in the present embodiment, when the "(sales) work schedule management category" held for each product item is set to "1: yes", it is used as the linked sales item line number on the purchase item side. It is possible to register. Further, in the present embodiment, it may be possible to link a plurality of (N cases) purchase details to one sales item.

Further, as shown in FIG. 2, in the present embodiment, when the work schedule management is registered as "1: Yes" and the sales detail line number is specified for each purchase work detail, a fixed-term contract is made. In the sales statement, the work schedule management category is maintained for each sales statement, and it is possible to set whether or not to manage the work schedule for each product. In the fixed-term contract purchase statement, there are a plurality (N cases) for one sales product. It is possible to link the work schedule management of purchase details. Then, in the present embodiment, in the fixed-term contract purchase details, the work completion date, the work completion classification, the purchase recording date, and the purchase completion classification are updated to "1: completed" at the time of carrying out the purchase batch accounting. To. Then, in the present embodiment, when the sales batch recording process is executed, the completion status of the linked purchase details is confirmed to determine whether or not the sales can be recorded, and if it is determined, the sales completion date and the sales completion classification. May be updated to "1: Done".

[2. Constitution]
An example of the configuration of the work completion control device 100 according to the present embodiment will be described with reference to FIG. FIG. 3 is a block diagram showing an example of the configuration of the work completion control device 100.

The work completion control device 100 is a commercially available desktop personal computer. The work completion control device 100 is not limited to a stationary information processing device such as a desktop personal computer, but is also portable such as a commercially available notebook personal computer, PDA (Personal Digital Assistants), smartphone, and tablet personal computer. It may be a type information processing device.

The work completion control device 100 includes a control unit 102, a communication interface unit 104, a storage unit 106, and an input / output interface unit 108. Each part of the work completion control device 100 is communicably connected via an arbitrary communication path.

The communication interface unit 104 connects the work completion control device 100 to the network 300 so as to be communicable via a communication device such as a router and a wired or wireless communication line such as a dedicated line. The communication interface unit 104 has a function of communicating data with another device via a communication line. Here, the network 300 has a function of connecting the work completion control device 100 and the server 200 so as to be able to communicate with each other, and is, for example, the Internet or a LAN (Local Area Network).

Various databases, tables, files, and the like are stored in the storage unit 106. In the storage unit 106, a computer program for giving a command to a CPU (Central Processing Unit) in cooperation with an OS (Operating System) to perform various processes is recorded. As the storage unit 106, for example, a memory device such as a RAM (Random Access Memory) or a ROM (Read Only Memory), a fixed disk device such as a hard disk, a flexible disk, an optical disk, or the like can be used. The storage unit 106 includes a purchase data file 106a and a sales data file 106b.

The purchase data file 106a stores purchase data related to arrangements for maintenance work (maintenance work) of the product after sale to the contractor. Here, the purchase data may include a completion report of maintenance work from a subcontractor (subcontractor) or an acceptance confirmation report from the owner of the product. Here, the completion report of the maintenance work may include the date of the completion date. In addition, the acceptance confirmation report may include the date of the acceptance confirmation date. In addition, the purchase data may include payment recording data to the contractor (payment preparation completion report). Here, the payment recording data to the contractor includes the date of the purchase recording date, the date of the scheduled purchase date, the date of the work completion date, the purchase amount, the date of the scheduled payment date, and / or the payment amount, etc. It may be included. Further, the product may be a machine tool, an elevator, or a large machine such as a special vehicle. Further, the purchase data file 106a may include a fixed-term contract header, a fixed-term contract purchase details, a fixed-term contract purchase details, a fixed-term contract payment details, a purchase header, and a purchase details.

The sales data file 106b stores the sales data of the maintenance work. Here, the sales data may include the date of the sales recording date, the date of the scheduled sales date, the sales amount, the date of the scheduled billing date, the date of the scheduled collection date, and / or the billing amount. Further, the sales data file 106b may include a fixed-term contract header, a fixed-term contract sales details, a fixed-term contract sales details, a fixed-term contract payment details, a sales header, and a sales details.

An input device 112 and an output device 114 are connected to the input / output interface unit 108. As the output device 114, a speaker or a printer can be used in addition to a monitor (including a home television). As the input device 112, in addition to a keyboard, a mouse, and a microphone, a monitor that cooperates with the mouse to realize a pointing device function can be used. In the following, the output device 114 may be referred to as a monitor 114, and the input device 112 may be referred to as a keyboard 112 or a mouse 112.

The control unit 102 is a CPU or the like that collectively controls the work completion control device 100. The control unit 102 has an internal memory for storing a control program such as an OS, a program that defines various processing procedures, required data, and the like, and performs various information processing based on these stored programs. Execute. The control unit 102 functionally includes a purchase registration unit 102a, a completion determination unit 102b, and a sales registration unit 102c.

The purchase registration unit 102a registers the purchase data in the purchase data file 106a. Here, the purchase registration unit 102a may register the purchase data input via the input device 112 in the purchase data file 106a.

The completion determination unit 102b determines whether or not the registration of the purchase data in the purchase data file 106a is completed.

The sales registration unit 102c registers the sales data in the sales data file 106b. Here, the sales registration unit 102c may register the sales data in the sales data storage means when the completion determination unit 102b determines that the sales have been completed. Further, the sales registration unit 102c may register the sales data input via the input device 112 in the sales data file 106b.

[3. Concrete example]
Specific examples of this embodiment will be described with reference to FIGS. 4 to 12.

[Sales transfer processing]
Here, an example of the work completion control process in the present embodiment will be described with reference to FIG. FIG. 4 is a flowchart showing an example of processing of the work completion control device 100 in the present embodiment.

As shown in FIG. 4, the purchase registration unit 102a reports the completion of the maintenance work from the contractor or the product regarding the arrangement by the user to the contractor for the maintenance work of the large machine after sale via the input device 112. When the purchase confirmation report from the owner and the purchase data including the payment accounting data to the contractor are input, the input purchase data is registered in the purchase data file 106a (step SA-1).

Then, the completion determination unit 102b determines whether or not the registration of the purchase data by the purchase registration unit 102a in the purchase data file 106a is completed (step SA-2).

Then, when the completion determination unit 102b determines that the registration of the purchase data in the purchase data file 106a has not been completed (step SA-2: No), the process shifts to step SA-1.

On the other hand, when the completion determination unit 102b determines that the registration of the purchase data in the purchase data file 106a is completed (step SA-2: Yes), the process shifts to step SA-3.

Then, the sales registration unit 102c registers the sales data of the maintenance work of the large machine after sales input by the user via the input device 112 in the sales data file 106b (step SA-3), and ends the process.

Here, an example of the fixed-term contract input process in the present embodiment will be described with reference to FIG. FIG. 5-1 is a diagram showing an example of a sales detail screen. 5-2 and 5-3 are diagrams showing an example of the purchase details screen.

In the present embodiment, as shown in the sales details screen shown in FIG. 5-1 when the “sales work schedule management category” is set to “1: yes” by the user, as shown in FIG. 5-2, "Corresponding sales detail line number" can be selected on the purchase details screen, and as shown in Fig. 5-3, by specifying the "corresponding sales details line number" on the purchase details screen side, sales / The purchase is linked.

Further, with reference to FIG. 6, an example of the sales data creation process (work completion / pre-purchase accounting state) in the present embodiment will be described. FIG. 6 is a diagram showing an example of sales data creation processing in the state before work completion / purchase accounting.

As shown in FIG. 6, when "Sales work schedule management" is set to "1: Yes", in-house sales are recorded until the purchase data side of the link is completed and the purchase is recorded. Since it is not possible to perform the above, the sales recording target data for the corresponding month is listed as a candidate, but it is not possible to check the recording target.

Further, an example of the purchase data creation process in the present embodiment will be described with reference to FIG. 7. FIG. 7 is a diagram showing an example of purchase data creation processing.

As shown in FIG. 7, after receiving the work completion report from the outsourcer (subcontractor) and the acceptance inspection report from the customer, it is possible to record the purchase for the outsourced work.

Further, an example of the sales data creation process in the present embodiment will be described with reference to FIG. FIG. 8 is a diagram showing an example of sales data creation processing in a state where work is completed and purchases have been recorded.

As shown in FIG. 8, when "Sales work schedule management" is set to "1: Yes", all the work is completed on the purchase data side of the link, and the status is changed to "Purchase recorded". In that case, since sales can be recorded, the sales target data of the corresponding month becomes a candidate for recording target, and it is possible to check the recording target.

Further, with reference to FIGS. 9 to 12, an example of the work schedule management at the time of sales (sales / purchase linking management) processing in the present embodiment will be described. 9 to 12 are diagrams showing sample data.

As shown in FIG. 9, when the work is completed, the work is arranged for a plurality of outsourcers, and two or more types of work completion dates may be acquired. Therefore, in the present embodiment, by setting the latest work completion date (6/30) of the fixed-term contract purchase details to the work completion date of the sales lump sum recording screen, the date is 201X + 1 June, as scheduled. Sales can be recorded.

In addition, as shown in FIG. 10, when the work is not completed, it is considered that all the outsourced work has not been completed, and sales cannot be recorded, so that all the outsourced work is waited for to be completed by the end of June. After that, control to record sales.

Further, as shown in FIG. 11, when work is arranged to a plurality of subcontractors, the work completion date may span months. Therefore, in the present embodiment, by comparing the sales and the purchases by the accounting date, the latest date (7/3) of the work completion date of the fixed-term contract purchase details can be set on the sales batch recording screen. Set on the work completion date. That is, as of the end of June, it is controlled so that sales cannot be recorded.

In addition, as shown in Fig. 12, if the fiscal year / month (scheduled recording month) of sales / partial purchases is changed, purchases will be recorded to supplier A during June, and the rest will be recorded. By waiting for the completion of the work of Company B, recording sales, and changing the accounting date for both sales and purchases to July, the latest date (7/10) of the work completion date of the fixed-term contract purchase details can be set. , Set the work completion date on the sales batch recording screen. That is, as of the end of June, it is controlled so that sales cannot be recorded.

As described above, in the present embodiment, it is possible to manage the association between sales and purchases for maintenance work in the machinery industry. That is, in the present embodiment, it is determined whether or not the associated sales can be recorded based on the information on the completion date held on the purchasing side (outsourced work). In addition, in this embodiment, it is not always necessary to record according to this rule, and whether or not to record in association may be set for each contract.

Further, in the present embodiment, unlike the contract type receivable, the corresponding work portion can be clarified, the concept of work apportionment is newly added, and the link between sales and purchase is added.

[4. Other embodiments]
In addition to the above-described embodiments, the present invention may be implemented in various different embodiments within the scope of the technical ideas described in the claims.

For example, of each of the processes described in the embodiments, all or part of the processes described as being automatically performed may be performed manually, or all the processes described as being performed manually. Alternatively, a part thereof can be automatically performed by a known method.

In addition, the processing procedure, control procedure, specific name, information including parameters such as registration data and search conditions of each processing, screen examples, and database configuration shown in this specification and drawings are not specified unless otherwise specified. Can be changed arbitrarily.

Further, with respect to the work completion control device 100, each component shown in the figure is a functional concept and does not necessarily have to be physically configured as shown in the figure.

For example, with respect to the processing functions included in the work completion control device 100, particularly each processing function performed by the control unit, all or any part thereof is realized by the CPU and a program interpreted and executed by the CPU. It may be realized as hardware by wired logic. The program is recorded on a non-temporary computer-readable recording medium including a programmed instruction for causing the information processing apparatus to execute the process described in the present embodiment, and work completion control is performed as necessary. It is read mechanically by the device 100. That is, in a storage unit such as a ROM or an HDD (Hard Disk Drive), a computer program for giving instructions to the CPU in cooperation with the OS and performing various processes is recorded. This computer program is executed by being loaded into RAM, and constitutes a control unit in cooperation with a CPU.

Further, this computer program may be stored in an application program server connected to the work completion control device 100 via an arbitrary network, and all or a part thereof can be downloaded as needed. Is.

Further, the program for executing the process described in the present embodiment may be stored in a non-temporary computer-readable recording medium, or may be configured as a program product. Here, the "recording medium" includes a memory card, a USB (Universal Serial Bus) memory, an SD (Secure Digital) card, a flexible disk, a magneto-optical disk, a ROM, an EPROM (Erasable Programmable Read Only Memory), and an EEPROM (registration). Trademarks) (Electrically Erasable and Programmable Read Only Memory), CD-ROM (Compact Disk Read Only Memory), MO (Magnet-Optical Disk), MO (Magnet-Optical Disk), Digital Disk, DVD (Digital), DVD (Digital) It shall include any "portable physical medium".

Further, the "program" is a data processing method described in any language or description method, regardless of the format such as source code or binary code. The "program" is not necessarily limited to a single program, but is distributed as a plurality of modules or libraries, or cooperates with a separate program represented by the OS to achieve its function. Including things. A well-known configuration and procedure can be used for a specific configuration and reading procedure for reading the recording medium in each device shown in the embodiment, an installation procedure after reading, and the like.

Various databases and the like stored in the storage unit are memory devices such as RAM and ROM, fixed disk devices such as hard disks, flexible disks, and storage means such as optical disks, and are used for various processes and website provision. Stores programs, tables, databases, files for web pages, etc.

Further, the work completion control device 100 may be configured as an information processing device such as a known personal computer or workstation, or may be configured as the information processing device to which an arbitrary peripheral device is connected. Further, the work completion control device 100 may be realized by mounting software (including a program or data) that realizes the processing described in the present embodiment on the device.

Furthermore, the specific form of distribution / integration of the device is not limited to that shown in the figure, and all or part of the device is functionally or physically in any unit according to various additions or functional loads. It can be distributed and integrated. That is, the above-described embodiments may be arbitrarily combined and implemented, or the embodiments may be selectively implemented.

The present invention is particularly useful in the large machine manufacturing and sales industry (with after-sales follow-up), the maintenance industry, and the like.

100 Work completion control device 102 Control unit 102a Purchase registration unit 102b Completion judgment unit 102c Sales registration unit 104 Communication interface unit 106 Storage unit 106a Purchase data file 106b Sales data file 108 Input / output interface unit 112 Input device 114 Output device 200 server 300 networks

Claims (5)

A work completion control device equipped with a storage unit and a control unit.
The storage unit
Purchasing data storage means for storing purchase data related to arrangements for maintenance work of products after sales
A sales data storage means for storing sales data of the maintenance work and
With
The control unit
A completion determination means for determining whether or not the purchase data has been registered in the purchase data storage means, and
When it is determined by the completion determination means that the sales have been completed, the sales registration means for registering the sales data in the sales data storage means and the sales registration means.
A work completion control device characterized by being equipped with. The purchase data is
The work completion control device according to claim 1, further comprising a completion report of the maintenance work from the contractor or an acceptance confirmation report from the owner of the product. The purchase data is
The work completion control device according to claim 1 or 2, wherein the work completion control device includes the payment accounting data to the contractor. It is a work completion control method for causing a work completion control device having a storage unit and a control unit to execute the work completion control device.
It is executed by the control unit.
A completion determination step for determining whether or not the registration of purchase data related to arrangements for maintenance work of the product after sale in the storage unit has been completed, and
When it is determined that the completion is completed in the completion determination step, the sales registration step of registering the sales data of the maintenance work in the storage unit and the sales registration step.
A work completion control method characterized by including. A work completion control program for executing a work completion control device having a storage unit and a control unit.
In the control unit
A completion determination step for determining whether or not the registration of purchase data related to arrangements for maintenance work of the product after sale in the storage unit has been completed, and
When it is determined that the completion is completed in the completion determination step, the sales registration step of registering the sales data of the maintenance work in the storage unit and the sales registration step.
Work completion control program to execute.

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