JP7079673B2 - Cost-bearing department setting device, cost-bearing department setting method and cost-bearing department setting program - Google Patents

Cost-bearing department setting device, cost-bearing department setting method and cost-bearing department setting program Download PDF

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JP7079673B2
JP7079673B2 JP2018124670A JP2018124670A JP7079673B2 JP 7079673 B2 JP7079673 B2 JP 7079673B2 JP 2018124670 A JP2018124670 A JP 2018124670A JP 2018124670 A JP2018124670 A JP 2018124670A JP 7079673 B2 JP7079673 B2 JP 7079673B2
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海 堀
克基 中島
献 稲垣
剛光 上野
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株式会社オービック
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本発明は、費用負担部署設定装置、費用負担部署設定方法および費用負担部署設定プログラムに関する。 The present invention relates to a cost-bearing department setting device, a cost-bearing department setting method, and a cost-bearing department setting program.

特許文献1では、図4上段に問診票の書誌的事項を入力する画面の一例が示され、その書誌的事項の入力欄には、受診対象者の氏名、所属部署、社内の内線番号、従業員番号、生年月日、年齢、入社日付といった事項が入力される(図3のステップS3)。その後、産業医のコメントを入力した後(図3のステップS6)、健康管理センタースタッフは、面談内容および必要な処置等に関する報告書を各職場と労務課に電子メールにて送信する(図3のステップS8)。そして、超過勤務問診にかかった費用を請求するため、費用負担部署に対し費用支払い請求書を電子メールにて送信する(図3のステップS9)。このように、所属部署を費用負担部署とする技術が開示されている。 In Patent Document 1, an example of a screen for inputting bibliographic items of a questionnaire is shown in the upper part of FIG. 4, and in the input fields of the bibliographic items, the name, department, internal extension number, and employee of the person to be examined are shown. Items such as the member number, date of birth, age, and date of joining the company are input (step S3 in FIG. 3). After inputting the comments of the industrial physician (step S6 in Fig. 3), the health management center staff will send a report on the interview contents and necessary measures to each workplace and labor section by e-mail (Fig. 3). Step S8). Then, in order to charge the cost for the overtime inquiry, the cost payment invoice is sent by e-mail to the cost-bearing department (step S9 in FIG. 3). In this way, the technique in which the department to which the employee belongs is the department that bears the cost is disclosed.

特開2010-237990号公報Japanese Unexamined Patent Publication No. 2010-237990

しかしながら、上記特許文献1では、入力者の所属部署を費用負担部署として決定していたため、所属部署と費用負担部署とが異なるパターンに対応することができなかった。また、入力者が費用負担部署を判断して入力する場合は、社内規約等を把握しておく必要があり、入力の度に社内規約等を確認するのでは、入力に手間がかかってしまうという課題があった。 However, in Patent Document 1, since the department to which the input person belongs is determined as the cost-bearing department, it is not possible to deal with a pattern in which the department to which the input person belongs and the cost-bearing department are different. In addition, when the input person decides the cost-bearing department and inputs it, it is necessary to understand the internal rules etc., and if the internal rules etc. are checked every time the input is made, it will take time and effort to input. There was a challenge.

本発明は、上記に鑑みてなされたものであって、部署ごとに費用管理を行う上で、発生費用を負担する費用負担部署を判断するにあたって、判断負荷を軽減し、柔軟な費用管理を行うことができる費用負担部署設定装置、費用負担部署設定方法および費用負担部署設定プログラムを提供することを目的とする。 The present invention has been made in view of the above, and in managing costs for each department, in determining the cost-bearing department that bears the incurred costs, the judgment load is reduced and flexible cost management is performed. The purpose is to provide a cost-bearing department setting device, a cost-bearing department setting method, and a cost-bearing department setting program.

上述した課題を解決し、目的を達成するために、本発明に係る費用負担部署設定装置は、記憶部と制御部とを備え、部署ごとに費用を管理する上で、社員により発生した費用をどの部署で負担するかを設定する費用負担部署設定装置であって、前記記憶部には、前記社員に関する情報とその所属部署とを紐付ける社員情報マスタと、前記社員の所属部署と業務内容との組み合わせに対し費用負担部署の変更が可能か否かを設定する費用負担部署変更可否マスタと、前記業務内容ごとに選択可能な費用負担部署を設定する業務内容費用負担部署マスタと、が格納されており、前記制御部は、前記社員に関する情報、前記所属部署、前記業務内容、および、前記費用負担部署を入力する入力手段と、入力された情報に基づいて前記社員情報マスタと前記費用負担部署変更可否マスタとを参照し、費用負担部署の変更が可能か否かを判断する費用負担部署変更可否判断手段と、費用負担部署の変更が可能な場合は前記業務内容費用負担部署マスタに基づいて選択可能な費用負担部署の中から設定し、費用負担部署の変更が不可能な場合は所属部署を費用負担部署として設定する費用負担部署設定手段と、を備えたこと、を特徴とする。 In order to solve the above-mentioned problems and achieve the object, the cost-bearing department setting device according to the present invention is provided with a storage unit and a control unit, and costs incurred by employees in managing costs for each department. It is a cost-bearing department setting device that sets which department to bear, and in the storage unit, an employee information master that links information about the employee and the department to which the employee belongs, and the department to which the employee belongs and the business contents The cost-bearing department changeable master that sets whether or not the cost-bearing department can be changed for the combination of the above, and the business content cost-bearing department master that sets the cost-bearing department that can be selected for each of the above business contents are stored. The control unit has an input means for inputting information about the employee, the department to which the employee belongs, the business content, and the cost-bearing department, and the employee information master and the cost-bearing department based on the input information. Based on the cost-bearing department changeability judgment means that determines whether or not the cost-bearing department can be changed by referring to the changeability master, and if the cost-bearing department can be changed, the above-mentioned business content cost-bearing department master. It is characterized by having a cost-bearing department setting means for setting the cost-bearing department from the selectable cost-bearing departments and setting the department to which it belongs as the cost-bearing department when the cost-bearing department cannot be changed.

また、本発明に係る費用負担部署設定装置は、前記入力手段は、前記費用負担部署変更可否マスタにおいて、前記社員の所属部署に対し複数の業務内容との組み合わせがある場合に、選択可能な業務内容を一覧表示した中から選択入力させること、を特徴とする。 Further, in the cost-bearing department setting device according to the present invention, the input means can be selected when the input means has a combination with a plurality of business contents for the department to which the employee belongs in the cost-bearing department changeability master. The feature is that the contents are selected and input from the list display.

また、本発明に係る費用負担部署設定装置は、前記入力手段は、前記費用負担部署変更可否マスタにおいて、前記社員の所属部署と前記業務内容との組み合わせで費用負担部署の変更が可能であり、前記業務内容費用負担部署マスタにおいて、前記業務内容から選択できる複数の費用負担部署がある場合に、選択可能な費用負担部署を一覧表示した中から選択入力させること、を特徴とする。 Further, in the cost-bearing department setting device according to the present invention, the input means can change the cost-bearing department by combining the department to which the employee belongs and the business content in the cost-bearing department changeability master. When there are a plurality of cost-bearing departments that can be selected from the business contents in the business content cost-bearing department master, the cost-bearing departments that can be selected are selected and input from a list.

また、本発明に係る費用負担部署設定方法は、記憶部と制御部とを備え、部署ごとに費用を管理する上で、社員により発生した費用をどの部署で負担するかを設定する費用負担部署設定装置で実行される費用負担部署設定方法であって、前記記憶部には、前記社員に関する情報とその所属部署とを紐付ける社員情報マスタと、前記社員の所属部署と業務内容との組み合わせに対し費用負担部署の変更が可能か否かを設定する費用負担部署変更可否マスタと、前記業務内容ごとに選択可能な費用負担部署を設定する業務内容費用負担部署マスタと、が格納されており、前記制御部で実行される、前記社員に関する情報、前記所属部署、前記業務内容、および、前記費用負担部署を入力する入力ステップと、入力された情報に基づいて前記社員情報マスタと前記費用負担部署変更可否マスタとを参照し、費用負担部署の変更が可能か否かを判断する費用負担部署変更可否判断ステップと、費用負担部署の変更が可能な場合は前記業務内容費用負担部署マスタに基づいて選択可能な費用負担部署の中から設定し、費用負担部署の変更が不可能な場合は所属部署を費用負担部署として設定する費用負担部署設定ステップと、を含むこと、を特徴とする。 Further, the cost-bearing department setting method according to the present invention is provided with a storage unit and a control unit, and in managing the cost for each department, the cost-bearing department that sets which department bears the cost incurred by the employee. It is a cost-bearing department setting method executed by the setting device, and in the storage unit, an employee information master that links information about the employee and the department to which the employee belongs, and a combination of the department to which the employee belongs and the business contents are used. On the other hand, the cost-bearing department changeability master that sets whether or not the cost-bearing department can be changed and the business content cost-bearing department master that sets the cost-bearing department that can be selected for each of the above-mentioned business contents are stored. An input step for inputting information about the employee, the department to which the employee belongs, the business content, and the cost-bearing department executed by the control unit, and the employee information master and the cost-bearing department based on the input information. Based on the cost-bearing department changeability judgment step that determines whether or not the cost-bearing department can be changed by referring to the changeability master, and if the cost-bearing department can be changed, the above-mentioned business content cost-bearing department master. It is characterized by including a cost-bearing department setting step, which is set from selectable cost-bearing departments and, if the cost-bearing department cannot be changed, the department to which it belongs is set as the cost-bearing department.

また、本発明に係る費用負担部署設定プログラムは、記憶部と制御部とを備え、部署ごとに費用を管理する上で、社員により発生した費用をどの部署で負担するかを設定する費用負担部署設定装置で実行させるための費用負担部署設定プログラムであって、前記記憶部には、前記社員に関する情報とその所属部署とを紐付ける社員情報マスタと、前記社員の所属部署と業務内容との組み合わせに対し費用負担部署の変更が可能か否かを設定する費用負担部署変更可否マスタと、前記業務内容ごとに選択可能な費用負担部署を設定する業務内容費用負担部署マスタと、が格納されており、前記制御部で実行させるための、前記社員に関する情報、前記所属部署、前記業務内容、および、前記費用負担部署を入力する入力ステップと、入力された情報に基づいて前記社員情報マスタと前記費用負担部署変更可否マスタとを参照し、費用負担部署の変更が可能か否かを判断する費用負担部署変更可否判断ステップと、費用負担部署の変更が可能な場合は前記業務内容費用負担部署マスタに基づいて選択可能な費用負担部署の中から設定し、費用負担部署の変更が不可能な場合は所属部署を費用負担部署として設定する費用負担部署設定ステップと、を含むこと、を特徴とする。 Further, the cost-bearing department setting program according to the present invention is provided with a storage unit and a control unit, and in managing the cost for each department, the cost-bearing department that sets which department bears the cost incurred by the employee. It is a cost-bearing department setting program to be executed by the setting device. In the storage unit, an employee information master that links information about the employee and the department to which the employee belongs, and a combination of the department to which the employee belongs and the business contents are combined. The cost-bearing department changeability master that sets whether or not the cost-bearing department can be changed and the business content cost-bearing department master that sets the cost-bearing department that can be selected for each of the above-mentioned business contents are stored. , The input step for inputting the information about the employee, the department to which the employee belongs, the business content, and the cost-bearing department to be executed by the control unit, and the employee information master and the cost based on the input information. Refer to the cost-bearing department changeability master to determine whether or not the cost-bearing department can be changed, and if the cost-bearing department can be changed, use the above-mentioned business content cost-bearing department master. It is characterized by including a cost-bearing department setting step in which the cost-bearing department is set from among the cost-bearing departments that can be selected based on the above, and if the cost-bearing department cannot be changed, the department to which the member belongs is set as the cost-bearing department.

本発明によれば、部署ごとに費用管理を行う上で、発生費用を負担する費用負担部署を判断するにあたって、判断負荷を軽減し、柔軟な費用管理を行うことができるという効果を奏する。 According to the present invention, in managing costs for each department, it is possible to reduce the judgment load and perform flexible cost management in determining the cost-bearing department that bears the incurred costs.

図1は、本実施形態に係る費用負担部署設定装置の構成の一例を示すブロック図である。FIG. 1 is a block diagram showing an example of the configuration of the cost-bearing department setting device according to the present embodiment. 図2は、記憶部を構成するマスタの内部構造の一例を示す図である。FIG. 2 is a diagram showing an example of the internal structure of the master constituting the storage unit. 図3は、費用負担部署設定装置の処理の流れの一例を示すフローチャートである。FIG. 3 is a flowchart showing an example of the processing flow of the cost-bearing department setting device. 図4は、社員情報マスタの一例を示す図である。FIG. 4 is a diagram showing an example of an employee information master. 図5は、費用負担部署変更可否マスタの一例を示す図である。FIG. 5 is a diagram showing an example of a cost-bearing department changeability master. 図6は、業務内容費用負担部署マスタの一例を示す図である。FIG. 6 is a diagram showing an example of a business content cost burden department master. 図7は、営業部所属社員が交通費の精算申請を起票する交通費精算申請画面の一例を示す図である。FIG. 7 is a diagram showing an example of a transportation expense settlement application screen in which an employee belonging to the sales department submits a transportation expense settlement application. 図8は、図7の画面例の動作をマスタから見た一例を示す図である。FIG. 8 is a diagram showing an example of the operation of the screen example of FIG. 7 as viewed from the master. 図9は、営業部所属社員が業務内容に営業を選択した場合に費用負担部署が自動設定される交通費精算申請画面の一例を示す図である。FIG. 9 is a diagram showing an example of a transportation expense settlement application screen in which a cost-bearing department is automatically set when an employee belonging to the sales department selects sales as a business content. 図10は、図9の画面例の動作をマスタから見て仕訳処理を行った一例を示す図である。FIG. 10 is a diagram showing an example in which the journal processing is performed by viewing the operation of the screen example of FIG. 9 from the master. 図11は、業務内容に外部セミナーを選択し選択可能な費用負担部署のみに制限された交通費精算申請画面の一例を示す図である。FIG. 11 is a diagram showing an example of a transportation expense settlement application screen in which an external seminar is selected for the business content and is limited to the cost-bearing departments that can be selected. 図12は、選択した業務内容から費用負担部署の変更可否に基づき仕訳処理を行った一例を示す図である。FIG. 12 is a diagram showing an example in which journal processing is performed based on whether or not the cost-bearing department can be changed from the selected business content. 図13は、開発部所属社員が交通費の精算申請を起票する交通費精算申請画面の一例を示す図である。FIG. 13 is a diagram showing an example of a transportation expense settlement application screen in which an employee belonging to the development department submits a transportation expense settlement application. 図14は、図13の画面例の動作をマスタから見て仕訳処理を行った一例を示す図である。FIG. 14 is a diagram showing an example in which the journal processing is performed by viewing the operation of the screen example of FIG. 13 from the master.

本発明の実施形態を図面に基づいて詳細に説明する。なお、本発明は本実施形態により限定されるものではない。 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.概要]
従来は、費用申請の起票者の所属部署を費用負担部署としていたため、所属部署と費用負担部署とが異なるパターンには対応できなかった。また、費用申請の起票者が費用負担部署を判断して記入することも考えられるが、社内規約を把握していない場合は、入力する度に社内規約を確認する必要があり、入力に時間がかかっていた。
[1. Overview]
In the past, the department to which the drafter of the expense application belonged was the expense-bearing department, so it was not possible to deal with patterns in which the department to which the expense application belongs and the expense-bearing department are different. In addition, it is possible that the drafter of the cost application decides the department that bears the cost and fills it in, but if you do not understand the internal rules, you need to check the internal rules every time you enter, so it takes time to enter. Was hanging.

そこで、本実施形態に係る費用負担部署設定装置は、管理者が起票者の所属部署と起票者の選択する業務内容毎に費用負担部署の変更の可否を設定することができる。また、費用負担部署の変更が可能な場合は、業務内容毎に選択可能部署を複数設定することができ、費用負担部署の変更が不可能な場合は、所属部署が費用負担部署となる。これにより、起票者は、費用負担部署の変更が必要ない場合は、わざわざ費用負担部署を選択する手間を省略することができる。また、起票者は、費用負担部署の変更が必要な場合でも、業務内容毎に選択できる費用負担部署を制限して表示するため、選択時の負荷を低減することができる。このように、起票者による費用負担部署の入力ミスが減少するため、承認者の確認回数が減り、承認の負荷が低減されるという効果がある。 Therefore, the cost-bearing department setting device according to the present embodiment can set whether or not the administrator can change the cost-bearing department for each department to which the drafter belongs and the business content selected by the drafter. If the cost-bearing department can be changed, a plurality of selectable departments can be set for each business content, and if the cost-bearing department cannot be changed, the department to which the cost-bearing department belongs becomes the cost-bearing department. As a result, the drafter can save the trouble of selecting the cost-bearing department when it is not necessary to change the cost-bearing department. Further, even if the drafter needs to change the cost-bearing department, the cost-bearing department that can be selected for each business content is limited and displayed, so that the load at the time of selection can be reduced. In this way, since the input error of the cost-bearing department by the drafter is reduced, the number of confirmations by the approver is reduced, and the load of approval is reduced.

[2.構成]
本実施形態に係る費用負担部署設定装置の構成の一例について、図1を参照して説明する。図1は、本実施形態に係る費用負担部署設定装置の構成の一例を示すブロック図である。
[2. Constitution]
An example of the configuration of the cost-bearing department setting device according to the present embodiment will be described with reference to FIG. FIG. 1 is a block diagram showing an example of the configuration of the cost-bearing department setting device according to the present embodiment.

費用負担部署設定装置100は、市販のデスクトップ型パーソナルコンピュータである。なお、費用負担部署設定装置100は、デスクトップ型パーソナルコンピュータのような据置型情報処理装置に限らず、市販されているノート型パーソナルコンピュータ、PDA(Personal Digital Assistants)、スマートフォン、タブレット型パーソナルコンピュータなどの携帯型情報処理装置であってもよい。 The cost-bearing department setting device 100 is a commercially available desktop personal computer. The cost-bearing department setting device 100 is not limited to a stationary information processing device such as a desktop personal computer, but may be a commercially available notebook personal computer, PDA (Personal Digital Assistants), smartphone, tablet personal computer, or the like. It may be a portable information processing device.

費用負担部署設定装置100は、制御部102と通信インターフェース部104と記憶部106と入出力インターフェース部108と、を備えている。費用負担部署設定装置100が備えている各部は、任意の通信路を介して通信可能に接続されている。 The cost-bearing department setting 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 cost-bearing department setting device 100 is connected so as to be communicable via an arbitrary communication path.

通信インターフェース部104は、ルータ等の通信装置および専用線等の有線又は無線の通信回線を介して、費用負担部署設定装置100をネットワーク300に通信可能に接続する。通信インターフェース部104は、他の装置と通信回線を介してデータを通信する機能を有する。ここで、ネットワーク300は、費用負担部署設定装置100とサーバ200とを相互に通信可能に接続する機能を有し、例えばインターネットやLAN(Local Area Network)等である。 The communication interface unit 104 connects the cost-bearing department setting 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 cost-bearing department setting device 100 and the server 200 so as to be able to communicate with each other, and is, for example, the Internet, a LAN (Local Area Network), or the like.

記憶部106には、各種のデータベース、テーブル、およびファイルなどが格納される。記憶部106には、OS(Operating System)と協働してCPU(Central Processing Unit)に命令を与えて各種処理を行うためのコンピュータプログラムが記録される。記憶部106として、例えば、RAM(Random Access Memory)・ROM(Read Only Memory)等のメモリ装置、ハードディスクのような固定ディスク装置、フレキシブルディスク、および光ディスク等を用いることができる。ここで、記憶部106は、社員情報マスタ106a、費用負担部署変更可否マスタ106b、業務内容費用負担部署マスタ106c等を備えている。 Various databases, tables, files, and the like are stored in the storage unit 106. In the storage unit 106, a computer program for giving an instruction 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) / 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. Here, the storage unit 106 includes an employee information master 106a, a cost-bearing department changeability master 106b, a business content cost-bearing department master 106c, and the like.

社員情報マスタ106aは、社員に関する情報とその所属部署とを紐付けるマスタである。社員情報マスタ106aには、例えば図2に示すように、プライマリキー(PK)である“社員Key”あるいは“社員名”と、その“所属部署”とが紐付けられて登録されている。 The employee information master 106a is a master that associates information about an employee with the department to which the employee belongs. As shown in FIG. 2, for example, in the employee information master 106a, the primary key (PK) "employee key" or "employee name" is registered in association with the "affiliated department".

費用負担部署変更可否マスタ106bは、社員の所属部署と業務内容との組み合わせに対し費用負担部署の変更が可能か否かを設定するマスタである。費用負担部署変更可否マスタ106bには、例えば図2に示すように、プライマリキー(PK)である“所属部署”と“業務内容”との組み合わせに対し、費用負担部署の変更が可能か否かを登録している。また、この費用負担部署変更可否マスタ106bは、図7および図8に示すように、“所属部署”に対し選択可能な“業務内容”が複数ある場合は、“業務内容”の入力欄にドロップダウンリストとして表示させ、選択可能な“業務内容”を制限することで、選択時の負荷を低減することができる。 The cost-bearing department changeability master 106b is a master that sets whether or not the cost-bearing department can be changed for the combination of the department to which the employee belongs and the business content. Whether or not the cost-bearing department can be changed Whether or not the cost-bearing department can be changed for the combination of the primary key (PK) "affiliation department" and "business content" in the master 106b, for example, as shown in FIG. Is registered. Further, as shown in FIGS. 7 and 8, when there are a plurality of "business contents" that can be selected for the "affiliated department", the cost-bearing department changeability master 106b is dropped in the "business content" input field. By displaying it as a down list and limiting the "business content" that can be selected, the load at the time of selection can be reduced.

業務内容費用負担部署マスタ106cは、業務内容ごとに選択可能な費用負担部署を設定するマスタである。業務内容費用負担部署マスタ106cには、例えば図2に示すように、プライマリキー(PK)である“業務内容”と“費用負担部署”とが登録されていて、“業務内容”毎に選択可能な“費用負担部署”が紐付けられている。これにより、“費用負担部署”が変更可で、入力された“業務内容”に対し選択可能な“費用負担部署”が複数ある場合は、図11および図12に示すように、“費用負担部署”の入力欄にドロップダウンリストとして表示させ、選択可能な“費用負担部署”を制限することで、選択時の負荷を低減することができる。 The business content cost-bearing department master 106c is a master that sets a cost-bearing department that can be selected for each business content. As shown in FIG. 2, for example, the primary key (PK) "business content" and "cost-bearing department" are registered in the business content cost-bearing department master 106c, and can be selected for each "business content". "Cost-bearing department" is linked. As a result, if the "cost-bearing department" can be changed and there are multiple "cost-bearing departments" that can be selected for the entered "business content", as shown in FIGS. 11 and 12, the "cost-bearing department" By displaying it as a drop-down list in the input field of "" and limiting the "cost-bearing departments" that can be selected, the load at the time of selection can be reduced.

入出力インターフェース部108には、入力装置112および出力装置114が接続されている。出力装置114には、モニタ(家庭用テレビを含む)の他、スピーカやプリンタを用いることができる。入力装置112には、キーボード、マウス、およびマイクの他、マウスと協働してポインティングデバイス機能を実現するモニタを用いることができる。なお、以下では、出力装置114をモニタ114とし、入力装置112をキーボード112またはマウス112として記載する場合がある。 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, a keyboard, a mouse, and a microphone, as well as 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.

制御部102は、費用負担部署設定装置100を統括的に制御するCPU等である。制御部102は、OS等の制御プログラム・各種の処理手順等を規定したプログラム・所要データなどを格納するための内部メモリを有し、格納されているこれらのプログラムに基づいて種々の情報処理を実行する。ここで、制御部102は、機能概念的に、入力手段としての入力部102a、費用負担部署変更可否判定手段としての費用負担部署変更可否判断部102b、費用負担部署設定手段としての費用負担部署設定部102c、マスタメンテ部102d等を備えている。 The control unit 102 is a CPU or the like that collectively controls the cost-bearing department setting 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. Run. Here, the control unit 102 functionally conceptually includes an input unit 102a as an input means, a cost-bearing department changeability determination unit 102b as a cost-bearing department changeability determination means, and a cost-bearing department setting as a cost-bearing department setting means. A unit 102c, a master maintenance unit 102d, and the like are provided.

入力部102aは、社員に関する情報、社員の所属部署、業務内容、および、費用負担部署などを入力する。社員に関する情報としては、“社員Key”や“社員名”の他、“社員ID”あるいは“社員番号”などであっても良い。この社員に関する情報の入力は、入力欄に直接入力しても良いが、交通費の精算申請を行う場合は、ログイン処理の際に“社員Key”や“社員名”を入力するため、これを利用して社員情報マスタ106aから“所属部署”の抽出も行い、入力しても良い。また、“業務内容”を入力する場合は、費用負担部署変更可否マスタ106bを参照して、抽出された“所属部署”に対し選択可能な“業務内容”が複数ある場合は、“業務内容”の入力欄にドロップダウンリストとして表示させ、その中から選択入力させるようにしても良い。さらに、“費用負担部署”が変更可で、“費用負担部署”を入力する場合は、業務内容費用負担部署マスタ106cを参照して、入力された“業務内容”に対し選択可能な“費用負担部署”が複数ある場合は、“費用負担部署”の入力欄にドロップダウンリストとして表示させ、その中から選択入力させるようにしても良い。 The input unit 102a inputs information about the employee, the department to which the employee belongs, the business content, the cost-bearing department, and the like. The information about the employee may be "employee key", "employee name", "employee ID", "employee number", or the like. You may enter information about this employee directly in the input field, but when applying for transportation expense reimbursement, you will need to enter "Employee Key" and "Employee Name" during the login process. You may also use it to extract the "department" from the employee information master 106a and enter it. In addition, when inputting "business content", refer to the cost-bearing department changeability master 106b, and if there are multiple "business content" that can be selected for the extracted "affiliated department", "business content". It is also possible to display it as a drop-down list in the input field of and to select and input from it. Furthermore, if the "cost-bearing department" can be changed and the "cost-bearing department" is entered, refer to the business content cost-bearing department master 106c and select the "cost-bearing department" for the entered "business content". If there are a plurality of "departments", they may be displayed as a drop-down list in the input field of the "cost-bearing department" and selected from them.

費用負担部署変更可否判断部102bは、入力された情報に基づいて社員情報マスタ106aと費用負担部署変更可否マスタ106bとを参照し、費用負担部署の変更が可能か否かを判断する。つまり、費用負担部署変更可否判断部102bは、社員に関する情報(例えば、“社員名”)が入力されると、社員情報マスタ106aを参照して、“所属部署”を抽出する。さらに、費用負担部署変更可否判断部102bは、抽出された“所属部署”に基づいて費用負担部署変更可否マスタ106bを参照し、該当する“業務内容”が複数ある場合は、“業務内容”を選択させて決定し、“所属部署”と“業務内容”との組み合わせにより“費用負担部署”の変更の可否を判断する(図8参照)。 The cost-bearing department changeability determination unit 102b refers to the employee information master 106a and the cost-bearing department changeability master 106b based on the input information, and determines whether or not the cost-bearing department can be changed. That is, when the information about the employee (for example, "employee name") is input, the cost-bearing department changeability determination unit 102b refers to the employee information master 106a and extracts the "affiliated department". Further, the cost-bearing department changeability determination unit 102b refers to the cost-bearing department changeability master 106b based on the extracted "affiliation department", and if there are a plurality of applicable "business contents", "business contents" is selected. It is selected and decided, and it is judged whether or not the "cost-bearing department" can be changed by combining the "affiliation department" and the "business content" (see FIG. 8).

費用負担部署設定部102cは、費用負担部署の変更が可能な場合は業務内容費用負担部署マスタ106cに基づいて選択可能な費用負担部署の中から設定し、費用負担部署の変更が不可能な場合は所属部署を費用負担部署として設定する。つまり、費用負担部署設定部102cは、費用負担部署変更可否判断部102bにより“費用負担部署”の変更が可能と判断されると、業務内容費用負担部署マスタ106cを参照して、入力された“業務内容”から選択できる“費用負担部署”の中から設定する(図12参照)。また、費用負担部署設定部102cは、費用負担部署変更可否判断部102bにより“費用負担部署”の変更が不可能と判断されると、“所属部署”を“費用負担部署”として設定する(図10参照)。 If the cost-bearing department can be changed, the cost-bearing department setting unit 102c can be set from the cost-bearing departments that can be selected based on the business content cost-bearing department master 106c, and if the cost-bearing department cannot be changed. Sets the department to which it belongs as the cost-bearing department. That is, when the cost-bearing department setting unit 102c is determined by the cost-bearing department changeability determination unit 102b that the "cost-bearing department" can be changed, it is input with reference to the business content cost-bearing department master 106c. Set from the "Cost-bearing department" that can be selected from "Business content" (see Fig. 12). Further, the cost-bearing department setting unit 102c sets the "affiliation department" as the "cost-bearing department" when the cost-bearing department changeability determination unit 102b determines that the "cost-bearing department" cannot be changed (Fig.). See 10).

マスタメンテ部102dは、社員情報マスタ106a、費用負担部署変更可否マスタ106b、および、業務内容費用負担部署マスタ106cに対し設定登録や変更登録を行う。つまり、マスタメンテ部102dは、本実施形態に係る各マスタ(社員情報マスタ106a、費用負担部署変更可否マスタ106b、業務内容費用負担部署マスタ106c)に対し、社内規定に応じてマスタ情報を登録、あるいは、社内規定の変更に伴って登録内容を変更する等のマスタメンテを行う。これにより、本実施形態の費用負担部署設定装置100は、社内規定に変更があったとしても、費用の申請を行う起票者がそれを意識することなく、適切な費用負担部署を自動で設定することができる。 The master maintenance unit 102d performs setting registration and change registration for the employee information master 106a, the cost-bearing department changeability master 106b, and the business content cost-bearing department master 106c. That is, the master maintenance unit 102d registers master information for each master (employee information master 106a, cost-bearing department changeability master 106b, business content cost-bearing department master 106c) according to the present embodiment according to internal regulations. Alternatively, perform master maintenance such as changing the registered contents according to changes in company regulations. As a result, the cost-bearing department setting device 100 of the present embodiment automatically sets an appropriate cost-bearing department without being aware of it even if the internal regulations are changed. can do.

[3.具体例]
本実施形態の具体例について、図3~図14を参照して、本実施形態に係る費用負担部署設定装置100の処理の一例について具体的に説明する。図3は、費用負担部署設定装置の処理の流れの一例を示すフローチャートである。図4は、社員情報マスタの一例を示す図である。図5は、費用負担部署変更可否マスタの一例を示す図である。図6は、業務内容費用負担部署マスタの一例を示す図である。図7は、営業部所属社員が交通費の精算申請を起票する交通費精算申請画面の一例を示す図である。図8は、図7の画面例の動作をマスタから見た一例を示す図である。図9は、営業部所属社員が業務内容に営業を選択した場合に費用負担部署が自動設定される交通費精算申請画面の一例を示す図である。図10は、図9の画面例の動作をマスタから見て仕訳処理を行った一例を示す図である。図11は、業務内容に外部セミナーを選択し選択可能な費用負担部署のみに制限された交通費精算申請画面の一例を示す図である。図12は、選択した業務内容から費用負担部署の変更可否に基づき仕訳処理を行った一例を示す図である。図13は、開発部所属社員が交通費の精算申請を起票する交通費精算申請画面の一例を示す図である。図14は、図13の画面例の動作をマスタから見て仕訳処理を行った一例を示す図である。
[3. Concrete example]
A specific example of the processing of the cost-bearing department setting device 100 according to the present embodiment will be specifically described with reference to FIGS. 3 to 14 for a specific example of the present embodiment. FIG. 3 is a flowchart showing an example of the processing flow of the cost-bearing department setting device. FIG. 4 is a diagram showing an example of an employee information master. FIG. 5 is a diagram showing an example of a cost-bearing department changeability master. FIG. 6 is a diagram showing an example of a business content cost burden department master. FIG. 7 is a diagram showing an example of a transportation expense settlement application screen in which an employee belonging to the sales department submits a transportation expense settlement application. FIG. 8 is a diagram showing an example of the operation of the screen example of FIG. 7 as viewed from the master. FIG. 9 is a diagram showing an example of a transportation expense settlement application screen in which a cost-bearing department is automatically set when an employee belonging to the sales department selects sales as a business content. FIG. 10 is a diagram showing an example in which the journal processing is performed by viewing the operation of the screen example of FIG. 9 from the master. FIG. 11 is a diagram showing an example of a transportation expense settlement application screen in which an external seminar is selected for the business content and is limited to the cost-bearing departments that can be selected. FIG. 12 is a diagram showing an example in which journal processing is performed based on whether or not the cost-bearing department can be changed from the selected business content. FIG. 13 is a diagram showing an example of a transportation expense settlement application screen in which an employee belonging to the development department submits a transportation expense settlement application. FIG. 14 is a diagram showing an example in which the journal processing is performed by viewing the operation of the screen example of FIG. 13 from the master.

[処理の流れ]
本実施形態に係る費用負担部署設定装置100の管理者は、図3に示すように、事前にマスタメンテ部102dを介して社内規定等に基づき、社員情報マスタ106a、費用負担部署変更可否マスタ106b、および、業務内容費用負担部署マスタ106cに対しマスタメンテを行う(ステップS1)。また、管理者は、運用途中であっても社内規定等に変更があると、マスタの登録情報を見直し、登録内容を変更するためのマスタメンテを行う。
[Processing flow]
As shown in FIG. 3, the administrator of the cost-bearing department setting device 100 according to the present embodiment has the employee information master 106a and the cost-bearing department changeability master 106b in advance via the master maintenance unit 102d based on internal regulations and the like. , And perform master maintenance on the business content cost burden department master 106c (step S1). In addition, the administrator reviews the registered information of the master and performs master maintenance to change the registered contents when there is a change in the internal regulations even during the operation.

社員は、営業や外部セミナー参加、あるいは開発のために交通費等の費用が発生すると、その費用を申請するために、費用負担部署設定装置100を用いて起票を行う。社員は、起票するに当たって、モニタ114に表示された不図示のログイン画面に対し、キーボード112により“社員Key”と“パスワード”を入力し、ログイン処理を行う。入力部102aは、“社員Key”の入力があると、社員情報マスタ106aを参照して、“社員Key”に紐付く“所属部署”を入力する(ステップS2)。 When an employee incurs transportation expenses or other expenses for sales, participation in an external seminar, or development, he / she makes a draft using the expense-bearing department setting device 100 in order to apply for the expenses. The employee inputs "employee Key" and "password" by the keyboard 112 on the login screen (not shown) displayed on the monitor 114 to perform the login process. When the input unit 102a receives the input of the "employee key", the input unit 102a refers to the employee information master 106a and inputs the "affiliated department" associated with the "employee key" (step S2).

また、入力部102aは、入力された“所属部署”に基づいて費用負担部署変更可否マスタ106bを参照し、“所属部署”から選択可能な“業務内容”を抽出し、その中から起票する社員に選択させて入力する(ステップS3)。“所属部署”から選択可能な“業務内容”が1つしかない場合は、そのまま“業務内容”として入力する。 Further, the input unit 102a refers to the cost-bearing department changeability master 106b based on the input "affiliation department", extracts the "business content" that can be selected from the "affiliation department", and drafts from it. Let the employee select and input (step S3). If there is only one "business content" that can be selected from the "affiliation department", enter it as "business content" as it is.

費用負担部署変更可否判断部102bは、上記入力された“所属部署”と“業務内容”の組み合わせに基づいて、費用負担部署変更可否マスタ106bを参照し、“費用負担部署”の変更の可否を判断する(ステップS4)。 The cost-bearing department changeability determination unit 102b refers to the cost-bearing department changeability master 106b based on the combination of the above-input "affiliation department" and "business content", and determines whether or not the "cost-bearing department" can be changed. Determine (step S4).

費用負担部署変更可否判断部102bで“費用負担部署”の変更が可の場合は(ステップS4でYes)、費用負担部署設定部102cにより業務内容費用負担部署マスタ106cを参照し、“業務内容”から選択可能な“費用負担部署”を抽出し、その中から起票する社員に選択させて設定する(ステップS5)。 If the "cost-bearing department" can be changed in the cost-bearing department changeability determination unit 102b (Yes in step S4), the cost-bearing department setting unit 102c refers to the business content cost-bearing department master 106c and "business content". The "cost-bearing department" that can be selected from is extracted, and the employee who issues the draft is selected from the "department" and set (step S5).

また、費用負担部署変更可否判断部102bで“費用負担部署”の変更が不可の場合は(ステップS4でNo)、“所属部署”を“費用負担部署”として設定する(ステップS6)。 If the "cost-bearing department" cannot be changed in the cost-bearing department changeability determination unit 102b (No in step S4), the "affiliated department" is set as the "cost-bearing department" (step S6).

[マスタメンテ]
本実施形態に係る社員情報マスタ106aは、図4に示すように、“社員Key”としての“社員名”の「A」、「B」、「C」に対してそれぞれ紐付く“所属部署”の「営業部」、「開発部」、「企画部」が登録されている。
[master maintenance]
As shown in FIG. 4, the employee information master 106a according to the present embodiment is a "department" associated with "A", "B", and "C" of "employee name" as "employee key", respectively. "Sales Department", "Development Department", "Planning Department" are registered.

本実施形態に係る費用負担部署変更可否マスタ106bは、図5に示すように、“所属部署”の「営業部」、「開発部」に対してそれぞれ紐付く“業務内容”の「営業」、「外部セミナー」、「開発」が登録され、この“所属部署”と“業務内容”との組み合わせによって、“費用負担部署”の変更を可とするか不可とするかを“費用負担部署変更可否”として登録されている。例えば、図5に示すように、「営業部」に所属する社員が「営業」で生じた費用の“費用負担部署変更可否”が「変更不可」となっているため、“費用負担部署”は、「営業部」となる。また、「営業部」以外の社員が「営業」業務を行って生じた費用については、営業支援である可能性があるため、“所属部署”が“費用負担部署”以外になる場合がある。ここでは、“所属部署”が「開発部」の社員が「営業」業務を行った場合の“費用負担部署変更可否”が「変更可」となっているため、「開発部」以外を“費用負担部署”とすることができる。さらに、同じ「営業部」に所属する社員であっても、「営業」を行うか「外部セミナー」に参加するかによっても、“費用負担部署変更可否”の結果が異なる。このように、管理者が費用負担部署変更可否マスタ106bをマスタメンテするため、費用を申請する社員が“費用負担部署変更可否”を意識せずに起票することができる。また、それにより“費用負担部署変更可否”に関して社員による判断ミスが生じることが無くなる。 As shown in FIG. 5, the cost-bearing department changeability master 106b according to this embodiment has the “sales” of the “business content” associated with the “sales department” and the “development department” of the “affiliation department”, respectively. "External seminar" and "development" are registered, and depending on the combination of this "affiliation department" and "business content", whether or not the "cost-bearing department" can be changed is "whether or not the cost-bearing department can be changed". It is registered as ". For example, as shown in FIG. 5, since the "whether or not the cost-bearing department can be changed" for the expenses incurred by the employee belonging to the "sales department" is "unchangeable", the "cost-bearing department" is , Becomes "Sales Department". In addition, the expenses incurred by employees other than the "sales department" who perform "sales" operations may be sales support, so the "affiliation department" may be other than the "cost-bearing department". Here, "Cost burden department changeable" is "Changeable" when an employee whose "Affiliation department" is "Development department" performs "Sales" work, so "Costs" other than "Development department" It can be the "burden department". Furthermore, even for employees who belong to the same "sales department", the result of "whether or not the cost-bearing department can be changed" differs depending on whether the employee conducts "sales" or participates in an "external seminar". In this way, since the manager masters and maintains the cost-bearing department changeable master 106b, the employee who applies for the cost can make a draft without being aware of "whether or not the cost-bearing department can be changed". In addition, this eliminates the possibility of mistakes made by employees regarding "whether or not the cost-bearing department can be changed".

本実施形態に係る業務内容費用負担部署マスタ106cは、図6に示すように、“業務内容”の「営業」、「開発」、「外部セミナー」に対してそれぞれ紐付く“費用負担部署”の「営業部」、「開発部」、「総務部」が登録されている。このため、管理者は、“業務内容”毎に選択できる“費用負担部署”を設定することができる。 As shown in FIG. 6, the business content cost-bearing department master 106c according to this embodiment is a “cost-bearing department” associated with the “sales”, “development”, and “external seminar” of the “business content”. "Sales Department", "Development Department", and "General Affairs Department" are registered. Therefore, the administrator can set a "cost-bearing department" that can be selected for each "business content".

[実施例1]
実施例1は、営業部所属の社員Aが「営業」および「外部セミナー」に参加する際に発生した交通費の精算申請を起票する場合である。
[Example 1]
The first embodiment is a case where the employee A belonging to the sales department submits an application for settlement of transportation expenses incurred when participating in the “sales” and the “external seminar”.

社員Aは、費用負担部署設定装置100のキーボード112を使って「2018/2/7」にログインすると、入力部102aは、ログイン情報である“社員名”に基づいて図8に示す社員情報マスタ106aを参照し、社員Aの“所属部署”である「営業部」を入力する。この時、入力部102aは、図8に示す費用負担部署変更可否マスタ106bを参照し、“所属部署”の「営業部」で選択可能な“業務内容”を見ると、「営業」と「外部セミナー」がある。このため、入力部102aは、図7の交通費精算申請画面の“業務内容”の入力欄にドロップダウンリストで「営業」と「外部セミナー」を選択可能に表示させ、起票者に選択させる。このように、実施例1の費用負担部署設定装置100は、選択可能な“業務内容”を制限して表示することで、選択時にかかる負荷を低減すると共に、入力ミスを防ぐことができる。 When employee A logs in to "2018/2/7" using the keyboard 112 of the cost-bearing department setting device 100, the input unit 102a uses the employee information master shown in FIG. 8 based on the login information "employee name". Refer to 106a and enter the "sales department" which is the "department" of employee A. At this time, the input unit 102a refers to the cost-bearing department changeability master 106b shown in FIG. 8, and when looking at the "business content" that can be selected in the "sales department" of the "affiliation department", "sales" and "external". There is a "seminar". Therefore, the input unit 102a displays "sales" and "external seminar" in a drop-down list in the input field of "business content" on the transportation expense settlement application screen of FIG. 7, and allows the drafter to select them. .. As described above, the cost-bearing department setting device 100 of the first embodiment limits and displays the selectable "business content", thereby reducing the load applied at the time of selection and preventing input errors.

<業務内容で営業を選択した場合>
起票者である社員Aは、交通費の精算申請を行う“業務内容”が「営業」か「外部セミナー」かが分かるため、容易かつ正しく選択できる。社員Aは“業務内容”として「営業」を選択すると、図9に示すように、“業務内容”の入力欄が「営業」となる。ここで、費用負担部署変更可否判断部102bは、費用負担部署変更可否マスタ106bを参照し、“所属部署”が「営業部」で、“業務内容”が「営業」の組み合わせの“費用負担部署変更可否”は「変更不可」と判断する。そして、費用負担部署設定部102cは、“費用負担部署変更可否”が「変更不可」の場合、選択した“業務内容”に関わらず、“所属部署”を“費用負担部署”として自動設定される。このため、図9の交通費精算申請画面に示す“費用負担部署”の入力欄のドロップダウンリストは固定され、初期値である「営業部」から変更することができない。
<When sales are selected according to the business content>
Employee A, who is the drafter, can easily and correctly select the "business content" for applying for the settlement of transportation expenses because he / she knows whether it is "sales" or "external seminar". When employee A selects "sales" as the "business content", the input field for the "business content" becomes "sales" as shown in FIG. Here, the cost-bearing department changeability determination unit 102b refers to the cost-bearing department changeability master 106b, and the "cost-bearing department" is a combination of "sales department" as "affiliation department" and "sales" as "business content". Whether or not it can be changed is judged to be "unchangeable". Then, when the "cost-bearing department changeability" is "unchangeable", the cost-bearing department setting unit 102c automatically sets the "affiliation department" as the "cost-bearing department" regardless of the selected "business content". .. Therefore, the drop-down list in the input field of the "cost-bearing department" shown on the transportation expense settlement application screen in FIG. 9 is fixed and cannot be changed from the initial value "sales department".

このように、実施例1の費用負担部署設定装置100は、図10に示すように、起票者である社員Aが選択した“業務内容”から費用負担部署の変更の可否を判断し、“費用負担部署”を自動的に決定することができる。これにより、社員Aが交通費精算申請を行った仕訳イメージは、図10のようになり、“摘要”には「費用負担部署:営業部」と明記される。 In this way, as shown in FIG. 10, the cost-bearing department setting device 100 of the first embodiment determines whether or not the cost-bearing department can be changed from the "business content" selected by the employee A who is the drafter, and ". The "cost-bearing department" can be determined automatically. As a result, the image of the journal entry for which employee A applied for transportation expense reimbursement is as shown in FIG. 10, and the "summary" clearly states "cost-bearing department: sales department."

<業務内容で外部セミナーを選択した場合>
また、図11の交通費精算申請画面に示すように、社員Aが“業務内容”として「外部セミナー」を選択した場合、費用負担部署変更可否判断部102bは、図12に示す費用負担部署変更可否マスタ106bを参照し、“所属部署”が「営業部」で、“業務内容”が「外部セミナー」の組み合わせの“費用負担部署変更可否”を「変更可」と判断する。費用負担部署設定部102cは、“費用負担部署変更可否”が「変更可」の場合、図12に示す業務内容費用負担部署マスタ106cを参照し、“業務内容”が「外部セミナー」の場合に選択できる“費用負担部署”を決定する。図12の場合、「外部セミナー」から選択可能な“費用負担部署”は「営業部」と「総務部」があるため、図11の左側の交通費精算申請画面に示すように、“費用負担部署”の入力欄にドロップダウンリストとして「営業部」と「総務部」が表示し、選択させる。このように、実施例1の費用負担部署設定装置100では、選択可能な“費用負担部署”を制限して表示することで、選択時にかかる負荷を低減し、入力ミスを防ぐことができる。
<If you select an external seminar for your work>
Further, as shown in the transportation expense settlement application screen of FIG. 11, when the employee A selects "external seminar" as the "business content", the expense-bearing department changeability determination unit 102b changes the expense-bearing department shown in FIG. With reference to the availability master 106b, it is determined that the "affiliation department" is the "sales department" and the "business content" is the combination of the "external seminar" and the "cost-bearing department changeability" is "changeable". The cost-bearing department setting unit 102c refers to the business content cost-bearing department master 106c shown in FIG. 12 when the "cost-bearing department changeable" is "changeable", and when the "business content" is "external seminar". Determine the "cost-bearing department" that can be selected. In the case of FIG. 12, the "cost-bearing department" that can be selected from the "external seminar" includes the "sales department" and the "general affairs department". "Sales Department" and "General Affairs Department" are displayed as drop-down lists in the input field of "Department" and are selected. As described above, in the cost-bearing department setting device 100 of the first embodiment, by limiting and displaying the selectable "cost-bearing department", the load applied at the time of selection can be reduced and input errors can be prevented.

このように、実施例1の費用負担部署設定装置100は、図12に示すように、起票者である社員Aが選択した“業務内容”から費用負担部署の変更の可否を判断し、“費用負担部署変更可否”が「変更可」の場合は、さらに業務内容費用負担部署マスタ106cを参照することで、“業務内容”に応じた選択可能な“費用負担部署”を抽出し、起票者が選択できる“費用負担部署”を制限して表示することができる。図11では、社員Aが選択できる“費用負担部署”の中から「総務部」を選択した場合である。これにより、社員Aが交通費精算申請を行った仕訳イメージは、図12のようになり、“摘要”には「費用負担部署:総務部」と明記される。 In this way, as shown in FIG. 12, the cost-bearing department setting device 100 of the first embodiment determines whether or not the cost-bearing department can be changed from the "business content" selected by the employee A who is the drafter, and ". If "Cost-bearing department can be changed" is "Changeable", by referring to the business content cost-bearing department master 106c, selectable "Cost-bearing department" according to the "business content" is extracted and drafted. It is possible to limit and display the "cost-bearing department" that can be selected by the person. FIG. 11 shows a case where the “general affairs department” is selected from the “cost-bearing departments” that can be selected by the employee A. As a result, the journal image for which employee A applied for transportation expense settlement is as shown in FIG. 12, and the "summary" clearly states "cost-bearing department: general affairs department."

[実施例2]
実施例2は、開発部所属の社員Bが営業部所属の社員と共に外出し、客先で製品説明を行う業務が発生した場合に、その交通費を営業部の負担として設定する場合である。
[Example 2]
The second embodiment is a case where the employee B belonging to the development department goes out together with the employee belonging to the sales department, and when the business of explaining the product occurs at the customer's site, the transportation cost is set as the burden of the sales department.

社員Bは、費用負担部署設定装置100のキーボード112を使って「2018/2/7」にログインすると、入力部102aは、ログイン情報である“社員名”に基づいて図14に示す社員情報マスタ106aを参照し、社員Bの“所属部署”である「開発部」を入力する。この時、入力部102aは、図14に示す費用負担部署変更可否マスタ106bを参照し、“所属部署”の「開発部」で選択可能な“業務内容”を見ると、「営業」と「開発」がある。このため、入力部102aは、交通費精算申請画面で“業務内容”を入力する場合、“業務内容”の入力欄にドロップダウンリストで「営業」と「開発」が選択できるように表示される(図示省略)。ここでは、起票者である社員Bは、「客先で製品説明を行う業務」であることを知っているため、「営業」が選択される。 When employee B logs in to "2018/2/7" using the keyboard 112 of the cost-bearing department setting device 100, the input unit 102a uses the employee information master shown in FIG. 14 based on the login information "employee name". Refer to 106a and enter the "development department" which is the "department" of employee B. At this time, the input unit 102a refers to the cost-bearing department changeability master 106b shown in FIG. 14, and when looking at the "business content" that can be selected in the "development department" of the "affiliation department", "sales" and "development". There is. Therefore, when inputting "business content" on the transportation expense settlement application screen, the input unit 102a is displayed so that "sales" and "development" can be selected from the drop-down list in the "business content" input field. (Not shown). Here, since employee B, who is the drafter, knows that the business is "business to explain the product at the customer's site", "sales" is selected.

これを図13の左側に示した交通費精算申請画面で見ると、“業務内容”の入力欄には、「営業」が選択されているが、費用明細の“費用負担部署”は「開発部」となっている。これは、最初は社員Bの“所属部署”である「開発部」を“費用負担部署”として自動設定されることによる。しかし、費用負担部署変更可否判断部102bは、“所属部署”と“業務内容”が入力された時点で、図14の費用負担部署変更可否マスタ106bを参照し、“費用負担部署変更可否”が「変更可」と判断する。入力部102aは、“費用負担部署変更可否”が「変更可」の場合には、図14の業務内容費用負担部署マスタ106cを参照し、“業務内容”から選択できる“費用負担部署”を抽出し、図13の中央に示した交通費精算申請画面の“費用負担部署”の入力欄にドロップダウンリストで「開発部」と「営業部」の中から選択できるように制限表示する。このように、実施例2の費用負担部署設定装置100は、選択可能な“費用負担部署”を制限して表示することで、選択時にかかる負荷を低減し、入力ミスを防ぐことができる。また、起票者である社員Bは、“費用負担部署”を決定するに当たって、特別なパターンも考えられることから、“費用負担部署”を状況に応じて柔軟に選択できるようにしている。 Looking at this on the transportation expense settlement application screen shown on the left side of FIG. 13, "Sales" is selected in the input field of "Business content", but the "Cost burden department" of the expense statement is "Development department". ". This is because the "development department", which is the "department" of employee B, is automatically set as the "cost-bearing department" at first. However, when the "affiliation department" and "business content" are input, the cost-bearing department changeability determination unit 102b refers to the cost-bearing department changeability master 106b in FIG. 14, and "whether the cost-bearing department can be changed" is displayed. Judge as "changeable". When the "Cost-bearing department changeable" is "Changeable", the input unit 102a refers to the business content cost-bearing department master 106c in FIG. 14 and extracts the "cost-bearing department" that can be selected from the "business content". Then, in the input field of the "cost-bearing department" on the transportation expense settlement application screen shown in the center of FIG. 13, a restriction is displayed so that the user can select from "development department" and "sales department" in the drop-down list. As described above, the cost-bearing department setting device 100 of the second embodiment limits and displays the selectable "cost-bearing department", thereby reducing the load applied at the time of selection and preventing input errors. In addition, employee B, who is the drafter, can flexibly select the "cost-bearing department" according to the situation because a special pattern can be considered when deciding the "cost-bearing department".

実施例2の場合、社員Bは開発部所属であるが、「営業部所属の社員と共に外出して客先で製品説明を行う業務」であり、選択した“業務内容”も「営業」であることから、“費用負担部署”も「営業部」を選択することが適切な場合である。これにより、図13の右側に示した交通費精算申請画面の“費用負担部署”は、「営業部」に決定する。この場合の仕訳イメージは、図14のようになり、“摘要”には「費用負担部署:営業部」と明記される。 In the case of the second embodiment, the employee B belongs to the development department, but it is "a business to go out with an employee belonging to the sales department to explain the product at the customer", and the selected "business content" is also "sales". Therefore, it is appropriate to select "Sales Department" as the "Cost Burden Department". As a result, the "cost-bearing department" on the transportation expense settlement application screen shown on the right side of FIG. 13 is determined to be the "sales department". The journal image in this case is as shown in FIG. 14, and the “summary” clearly states “cost-bearing department: sales department”.

以上述べたように、本実施形態に係る費用負担部署設定装置100は、部署ごとに費用管理する場合に、費用を申請する起票者が費用負担部署を決定する上で、起票者の所属部署から選択可能な業務内容を提示し、その中で決定された業務内容から選択可能な費用負担部署を提示し、その中から費用負担部署を決定するため、起票者の判断負荷を軽減すると共に、誤入力を防止し、特別なパターンに対しても柔軟な費用管理を行うことができる。 As described above, in the cost-bearing department setting device 100 according to the present embodiment, when the cost is managed for each department, the drafter who applies for the cost determines the cost-bearing department to which the drafter belongs. Since the work content that can be selected from the department is presented, the cost-bearing department that can be selected from the work content determined in the department is presented, and the cost-bearing department is determined from among them, the judgment load of the drafter is reduced. At the same time, it is possible to prevent erroneous input and flexibly manage costs even for special patterns.

また、本実施形態に係る費用負担部署設定装置100は、起票者の所属部署と業務内容の組み合わせに応じて、費用負担部署変更可否マスタの設定により費用負担部署の変更の可否を判断し、変更不可の場合は、起票者の所属部署を費用負担部署とするため、起票者および承認者は費用負担部署について意識せずに自動的に決定され、変更可の場合は、業務内容から選択できる費用負担部署を抽出し、その中から選択させるため、起票者および承認者の判断負荷を軽減し、誤入力を防止することができる。 Further, the cost-bearing department setting device 100 according to the present embodiment determines whether or not the cost-bearing department can be changed by setting the cost-bearing department changeability master according to the combination of the department to which the drafter belongs and the business content. If it cannot be changed, the department to which the drafter belongs will be the department that bears the cost, so the drafter and approver will be automatically determined without being aware of the department that bears the cost. Since the cost-bearing departments that can be selected are extracted and selected from them, it is possible to reduce the judgment load of the drafter and the approver and prevent erroneous input.

なお、上記実施形態では、交通費精算の費用負担部署の例で説明したが、本発明は必ずしもこれに限定されず、出張に対する精算、債務支払システム、あるいは、販売管理システムにおいて費用負担部署を決定する場合に応用することも勿論可能である。 In the above embodiment, the example of the cost-bearing department for transportation expense settlement has been described, but the present invention is not necessarily limited to this, and the expense-bearing department is determined in the settlement for business trips, the debt payment system, or the sales management system. Of course, it is also possible to apply it when doing so.

[4.他の実施形態]
本発明は、上述した実施形態以外にも、特許請求の範囲に記載した技術的思想の範囲内において種々の異なる実施形態にて実施されてよいものである。
[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 idea described in the claims.

例えば、実施形態において説明した各処理のうち、自動的に行われるものとして説明した処理の全部または一部を手動的に行うこともでき、あるいは、手動的に行われるものとして説明した処理の全部または一部を公知の方法で自動的に行うこともできる。 For example, of each of the processes described in the embodiments, all or part of the processes described as being automatically performed may be manually performed, or all of the processes described as being performed manually. Alternatively, a part can be automatically performed by a known method.

また、本明細書中や図面中で示した処理手順、制御手順、具体的名称、各処理の登録データや検索条件等のパラメータを含む情報、画面例、データベース構成については、特記する場合を除いて任意に変更することができる。 In addition, processing procedures, control procedures, specific names, information including parameters such as registration data and search conditions for each processing, screen examples, and database configurations shown in this specification and drawings are not specified unless otherwise specified. Can be changed arbitrarily.

また、費用負担部署設定装置100に関して、図示の各構成要素は機能概念的なものであり、必ずしも物理的に図示の如く構成されていることを要しない。 Further, with respect to the cost-bearing department setting 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.

例えば、費用負担部署設定装置100が備える処理機能、特に制御部102にて行われる各処理機能については、その全部または任意の一部を、CPUおよび当該CPUにて解釈実行されるプログラムにて実現してもよく、また、ワイヤードロジックによるハードウェアとして実現してもよい。尚、プログラムは、本実施形態で説明した処理を情報処理装置に実行させるためのプログラム化された命令を含む一時的でないコンピュータ読み取り可能な記録媒体に記録されており、必要に応じて費用負担部署設定装置100に機械的に読み取られる。すなわち、ROMまたはHDD(Hard Disk Drive)などの記憶部などには、OSと協働してCPUに命令を与え、各種処理を行うためのコンピュータプログラムが記録されている。このコンピュータプログラムは、RAMにロードされることによって実行され、CPUと協働して制御部102を構成する。 For example, with respect to the processing functions included in the cost-bearing department setting device 100, particularly each processing function performed by the control unit 102, 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 the cost-bearing department is required. It is read mechanically by the setting device 100. That is, a computer program for giving instructions to the CPU in cooperation with the OS and performing various processes is recorded in a storage unit such as a ROM or an HDD (Hard Disk Drive). This computer program is executed by being loaded into the RAM, and constitutes the control unit 102 in cooperation with the CPU.

また、このコンピュータプログラムは、費用負担部署設定装置100に対して任意のネットワークを介して接続されたアプリケーションプログラムサーバに記憶されていてもよく、必要に応じてその全部または一部をダウンロードすることも可能である。 Further, this computer program may be stored in an application program server connected to the cost-bearing department setting device 100 via an arbitrary network, and all or a part thereof may be downloaded as needed. It is possible.

また、本実施形態で説明した処理を実行するためのプログラムを、一時的でないコンピュータ読み取り可能な記録媒体に格納してもよく、また、プログラム製品として構成することもできる。ここで、この「記録媒体」とは、メモリーカード、USB(Universal Serial Bus)メモリ、SD(Secure Digital)カード、フレキシブルディスク、光磁気ディスク、ROM、EPROM(Erasable Programmable Read Only Memory)、EEPROM(登録商標)(Electrically Erasable and Programmable Read Only Memory)、CD-ROM(Compact Disk Read Only Memory)、MO(Magneto-Optical disk)、DVD(Digital Versatile Disk)、および、Blu-ray(登録商標) Disc等の任意の「可搬用の物理媒体」を含むものとする。 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 Disc), MO (Magnet-Optical Disc), DVD (Digital), DVD (Digital) It shall include any "portable physical medium".

また、「プログラム」とは、任意の言語または記述方法にて記述されたデータ処理方法であり、ソースコードまたはバイナリコード等の形式を問わない。なお、「プログラム」は必ずしも単一的に構成されるものに限られず、複数のモジュールやライブラリとして分散構成されるものや、OSに代表される別個のプログラムと協働してその機能を達成するものをも含む。なお、実施形態に示した各装置において記録媒体を読み取るための具体的な構成および読み取り手順ならびに読み取り後のインストール手順等については、周知の構成や手順を用いることができる。 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 multiple modules or libraries, or cooperates with a separate program represented by the OS to achieve its function. Including things. It should be noted that well-known configurations and procedures can be used for specific configurations and reading procedures for reading the recording medium in each apparatus shown in the embodiment, installation procedures after reading, and the like.

記憶部106に格納される各種のデータベース等は、RAM、ROM等のメモリ装置、ハードディスク等の固定ディスク装置、フレキシブルディスク、および、光ディスク等のストレージ手段であり、各種処理やウェブサイト提供に用いる各種のプログラム、テーブル、データベース、および、ウェブページ用ファイル等を格納する。 Various databases and the like stored in the storage unit 106 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.

また、費用負担部署設定装置100は、既知のパーソナルコンピュータまたはワークステーション等の情報処理装置として構成してもよく、また、任意の周辺装置が接続された当該情報処理装置として構成してもよい。また、費用負担部署設定装置100は、当該情報処理装置に本実施形態で説明した処理を実現させるソフトウェア(プログラムまたはデータ等を含む)を実装することにより実現してもよい。 Further, the cost-bearing department setting 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 cost-bearing department setting device 100 may be realized by mounting software (including a program or data) that realizes the processing described in the present embodiment on the information processing device.

さらに、装置の分散・統合の具体的形態は図示するものに限られず、その全部または一部を、各種の付加等に応じてまたは機能付加に応じて、任意の単位で機能的または物理的に分散・統合して構成することができる。すなわち、上述した実施形態を任意に組み合わせて実施してもよく、実施形態を選択的に実施してもよい。 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 may be functionally or physically in any unit according to various additions or the like. 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.

本発明は、費用を管理する全ての業種や業界において適用可能であり、特に、出張精算、債務支払システム、あるいは販売管理システムなどに有用である。 The present invention is applicable to all industries and industries that manage costs, and is particularly useful for business trip settlement, debt payment systems, sales management systems, and the like.

100 費用負担部署設定装置
102 制御部
102a 入力部
102b 費用負担部署変更可否判断部
102c 費用負担部署設定部
102d マスタメンテ部
104 通信インターフェース部
106 記憶部
106a 社員情報マスタ
106b 費用負担部署変更可否マスタ
106c 業務内容費用負担部署マスタ
108 入出力インターフェース部
112 入力装置(キーボード)
114 出力装置(モニタ)
200 サーバ
300 ネットワーク
100 Cost-bearing department setting device 102 Control unit 102a Input unit 102b Cost-bearing department changeability judgment unit 102c Cost-bearing department setting department 102d Master maintenance department 104 Communication interface department 106 Storage unit 106a Employee information master 106b Cost-bearing department changeability master 106c Business Contents Cost burden Department master 108 Input / output interface unit 112 Input device (keyboard)
114 Output device (monitor)
200 servers 300 networks

Claims (5)

記憶部と制御部とを備え、部署ごとに費用を管理する上で、社員により発生した費用をどの部署で負担するかを設定する費用負担部署設定装置であって、
前記記憶部には、
前記社員に関する情報とその所属部署とを紐付ける社員情報マスタと、
前記社員の所属部署と業務内容との組み合わせに対し費用負担部署の変更が可能か否かを設定する費用負担部署変更可否マスタと、
前記業務内容ごとに選択可能な費用負担部署を設定する業務内容費用負担部署マスタと、
が格納されており、
前記制御部は、
前記社員に関する情報、前記所属部署、前記業務内容、および、前記費用負担部署を入力する入力手段と、
入力された情報に基づいて前記社員情報マスタと前記費用負担部署変更可否マスタとを参照し、費用負担部署の変更が可能か否かを判断する費用負担部署変更可否判断手段と、
費用負担部署の変更が可能な場合は前記業務内容費用負担部署マスタに基づいて選択可能な費用負担部署の中から設定し、費用負担部署の変更が不可能な場合は所属部署を費用負担部署として設定する費用負担部署設定手段と、
を備えたこと、
を特徴とする費用負担部署設定装置。
It is a cost-bearing department setting device that has a storage unit and a control unit and sets which department bears the costs incurred by employees when managing costs for each department.
In the storage unit
An employee information master that links information about the employee with the department to which the employee belongs,
The cost-bearing department changeability master that sets whether or not the cost-bearing department can be changed for the combination of the employee's department and business content, and
The business content cost-bearing department master that sets the cost-bearing department that can be selected for each business content,
Is stored,
The control unit
An input means for inputting information about the employee, the department to which the employee belongs, the business content, and the cost-bearing department.
Based on the input information, the cost-bearing department can be changed by referring to the employee information master and the cost-bearing department changeability master to determine whether or not the cost-bearing department can be changed.
If the cost-bearing department can be changed, set from the cost-bearing departments that can be selected based on the above-mentioned business content cost-bearing department master. Cost-bearing department setting means to set and
Being equipped with
A cost-bearing department setting device featuring.
前記入力手段は、
前記費用負担部署変更可否マスタにおいて、前記社員の所属部署に対し複数の業務内容との組み合わせがある場合に、選択可能な業務内容を一覧表示した中から選択入力させること、
を特徴とする請求項1に記載の費用負担部署設定装置。
The input means is
In the cost-bearing department changeability master, when the department to which the employee belongs has a combination with a plurality of business contents, select and input from the list of selectable business contents.
The cost-bearing department setting device according to claim 1.
前記入力手段は、
前記費用負担部署変更可否マスタにおいて、前記社員の所属部署と前記業務内容との組み合わせで費用負担部署の変更が可能であり、前記業務内容費用負担部署マスタにおいて、前記業務内容から選択できる複数の費用負担部署がある場合に、選択可能な費用負担部署を一覧表示した中から選択入力させること、
を特徴とする請求項1または2に記載の費用負担部署設定装置。
The input means is
In the cost-bearing department changeability master, it is possible to change the cost-bearing department by combining the department to which the employee belongs and the business content, and in the business content cost-bearing department master, a plurality of costs that can be selected from the business content. If there is a burden department, select and enter from the list of selectable cost burden departments,
The cost-bearing department setting device according to claim 1 or 2.
記憶部と制御部とを備え、部署ごとに費用を管理する上で、社員により発生した費用をどの部署で負担するかを設定する費用負担部署設定装置で実行される費用負担部署設定方法であって、
前記記憶部には、
前記社員に関する情報とその所属部署とを紐付ける社員情報マスタと、
前記社員の所属部署と業務内容との組み合わせに対し費用負担部署の変更が可能か否かを設定する費用負担部署変更可否マスタと、
前記業務内容ごとに選択可能な費用負担部署を設定する業務内容費用負担部署マスタと、
が格納されており、
前記制御部で実行される、
前記社員に関する情報、前記所属部署、前記業務内容、および、前記費用負担部署を入力する入力ステップと、
入力された情報に基づいて前記社員情報マスタと前記費用負担部署変更可否マスタとを参照し、費用負担部署の変更が可能か否かを判断する費用負担部署変更可否判断ステップと、
費用負担部署の変更が可能な場合は前記業務内容費用負担部署マスタに基づいて選択可能な費用負担部署の中から設定し、費用負担部署の変更が不可能な場合は所属部署を費用負担部署として設定する費用負担部署設定ステップと、
を含むこと、
を特徴とする費用負担部署設定方法。
It has a storage unit and a control unit, and is a cost-bearing department setting method executed by the cost-bearing department setting device that sets which department bears the costs incurred by employees when managing costs for each department. hand,
In the storage unit
An employee information master that links information about the employee with the department to which the employee belongs,
The cost-bearing department changeability master that sets whether or not the cost-bearing department can be changed for the combination of the employee's department and business content, and
The business content cost-bearing department master that sets the cost-bearing department that can be selected for each business content,
Is stored,
Executed by the control unit,
An input step for inputting information about the employee, the department to which the employee belongs, the business content, and the cost-bearing department.
Based on the input information, the cost-bearing department changeability judgment step for determining whether or not the cost-bearing department can be changed by referring to the employee information master and the cost-bearing department changeability master, and
If the cost-bearing department can be changed, set from the cost-bearing departments that can be selected based on the above-mentioned business content cost-bearing department master. Cost-bearing department setting steps to set and
To include,
A cost-bearing department setting method characterized by.
記憶部と制御部とを備え、部署ごとに費用を管理する上で、社員により発生した費用をどの部署で負担するかを設定する費用負担部署設定装置で実行させるための費用負担部署設定プログラムであって、
前記記憶部には、
前記社員に関する情報とその所属部署とを紐付ける社員情報マスタと、
前記社員の所属部署と業務内容との組み合わせに対し費用負担部署の変更が可能か否かを設定する費用負担部署変更可否マスタと、
前記業務内容ごとに選択可能な費用負担部署を設定する業務内容費用負担部署マスタと、
が格納されており、
前記制御部で実行させるための、
前記社員に関する情報、前記所属部署、前記業務内容、および、前記費用負担部署を入力する入力ステップと、
入力された情報に基づいて前記社員情報マスタと前記費用負担部署変更可否マスタとを参照し、費用負担部署の変更が可能か否かを判断する費用負担部署変更可否判断ステップと、
費用負担部署の変更が可能な場合は前記業務内容費用負担部署マスタに基づいて選択可能な費用負担部署の中から設定し、費用負担部署の変更が不可能な場合は所属部署を費用負担部署として設定する費用負担部署設定ステップと、
を含むこと、
を特徴とする費用負担部署設定プログラム。
A cost-bearing department setting program that has a storage unit and a control unit to set which department will bear the costs incurred by employees when managing costs for each department. There,
In the storage unit
An employee information master that links information about the employee with the department to which the employee belongs,
The cost-bearing department changeability master that sets whether or not the cost-bearing department can be changed for the combination of the employee's department and business content, and
The business content cost-bearing department master that sets the cost-bearing department that can be selected for each business content,
Is stored,
To be executed by the control unit
An input step for inputting information about the employee, the department to which the employee belongs, the business content, and the cost-bearing department.
Based on the input information, the cost-bearing department changeability judgment step for determining whether or not the cost-bearing department can be changed by referring to the employee information master and the cost-bearing department changeability master, and
If the cost-bearing department can be changed, set from the cost-bearing departments that can be selected based on the above-mentioned business content cost-bearing department master. Cost-bearing department setting steps to set and
To include,
A cost-bearing department setting program featuring.
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