JP7249071B1 - Business management system, business management method and program - Google Patents

Abstract

[Problem] In addition to creating a system that allows all the persons in charge of the project to share the project, it is also possible to save labor in a series of work flows. A business management system for an orderer of a product or service to manage a business flow acquires a quotation and a contract related to the ordering of the product or service, and obtains link information of the quotation and the contract. , and outputs a fulfillment management screen containing a fulfillment condition list in which unit prices and quantities of the products and services indicated in the quotation are input formulas. In addition, the business management system issues an invoice for the fulfillment condition list when it determines that the goods or services in the fulfillment condition list have been approved. [Selection drawing] Fig. 1

Description

TECHNICAL FIELD The present invention relates to a technique effective when an orderer of goods or services manages a business flow.

2. Description of the Related Art In recent years, attention has been paid to techniques related to operational efficiency improvement in business transactions.
For example, in Patent Literature 1, a management server, a client terminal used by a client that obtains an estimate related to automobile parts and further orders the automobile parts according to the estimate, and a parts manufacturer that supplies automobile parts to the client. A commercial transaction system is disclosed that includes an installed maker terminal and a delivery company terminal that is used by a delivery company that delivers automobile parts manufactured by a parts maker to a destination specified by a client. In this commercial transaction system, a management server receives transaction condition data including trade transaction conditions for auto parts from a client terminal, and prepares provisional quotation information and final quotation information based on this data.
In addition, in Patent Document 2, a message screen that displays a message in an interactive format based on an instruction to adjust the order information input from the terminal device of the orderer or the terminal device of the contractor is displayed on the terminal device from which the instruction is input, the identification information that identifies the order information to be adjusted is displayed on the message screen, the input of the message regarding the change of the order information input from the message screen is received, and the received message and A transaction system is disclosed that displays a message screen containing identification information on a terminal device to which a message is sent.

JP 2005-309851 A Japanese Patent Application Laid-Open No. 2022-027079

In normal business transactions, when concluding a contract, the business flow is to issue an estimate, conclude a contract, provide the actual delivery or service, issue an invoice, confirm the invoice, and make a payment. is done in
This business flow is often managed on a per product or service basis, that is to say on a case by project basis, but at present companies have a person in charge assigned to each process. That is, for example, the person in charge X of the accounting department is assigned to create the quotation, the person in charge Y of the legal department is assigned to conclude the contract, and the person in charge Z of the management department is assigned to confirm the delivery. , work is managed vertically by department.
However, if the person in charge is different for each business process in this way, information sharing between departments is not sufficient. There was a problem of not knowing.
Therefore, it is desired to create a mechanism that allows all the persons in charge of the project to share the project. In addition, it was desired that this series of work flow could be labor-saving even a little.
However, the techniques described in Patent Literatures 1 and 2 do not create a mechanism that allows all the persons in charge of the project to share the project, and in addition, they do not abbreviate a series of workflows.
Therefore, the inventor of the present invention focused on the need for a system capable of saving labor in this series of workflows, in addition to creating a mechanism that allows all persons in charge of the project to share the project.

SUMMARY OF THE INVENTION It is an object of the present invention to provide a work management system, a work management method, and a program that enable labor saving in a series of work flows, in addition to creating a mechanism that allows all persons in charge of the work to share the work.

The present invention is a business management system for an orderer of goods or services to manage business flow,
an acquisition unit that acquires quotations and contracts related to the ordering of the goods or services;
an output unit for outputting a fulfillment management screen containing link information of the quotation and the contract, and containing a fulfillment condition list in which unit prices and quantities of the products and services indicated in the quotation are input formulas;
To provide a business management system comprising

According to the present invention, a business management system for an orderer of a product or service to manage a business flow acquires a quotation and a contract related to the ordering of the product or service, and Outputs a fulfillment management screen including link information and a fulfillment condition list in which the unit price and quantity of the product or service indicated in the quote are entered.

Although the present invention is in the category of systems, the same actions and effects can be achieved with methods and programs.

According to the present invention, in addition to creating a mechanism that allows all persons in charge of an item to share the item, it is possible to save labor in a series of work flows.

1 is a diagram explaining an outline of a business management system 1; FIG. 2 is a diagram showing the functional configuration of the business management system 1; FIG. FIG. 10 is a diagram showing a flowchart of quotation acquisition processing executed by the business management system 1. FIG. 4 is a diagram showing a flowchart of contract acquisition processing executed by the business management system 1. FIG. FIG. 4 is a diagram showing a flowchart of fulfillment management screen output processing executed by the business management system 1. FIG. It is the figure which showed typically an example of the fulfillment management screen which the computer 10 outputs.

EMBODIMENT OF THE INVENTION Hereinafter, with reference to an accompanying drawing, the form (henceforth, embodiment) for implementing this invention is demonstrated in detail. In subsequent figures, the same numbers or symbols are attached to the same elements throughout the description of the embodiments.

[Overview of Business Management System 1]
FIG. 1 is a schematic diagram for explaining the outline of the business management system 1. As shown in FIG.
In the business management system 1, a computer 10 having a server function cooperates with an orderer terminal 20 managed by an orderer of a product or service to realize processing for the orderer of the product or service to manage the business flow. do.

Terminals and devices constituting the business management system 1 will be described.
The business management system 1 may be any system provided with at least a computer 10 having a server function. The computer 10 may be realized by, for example, one computer, or may be realized by a plurality of computers like a cloud computer.
A cloud computer in this specification is a computer that uses any computer in a scalable manner to perform a specific function, or includes multiple functional modules to realize a certain system, and uses the functions in a free combination. It can be anything.
In this specification, the business management system 1 is composed of a computer 10 and an orderer terminal 20 managed by an orderer of goods or services.
The terminal devices that make up the business management system 1 are merely examples, and the number, types, and functions of the terminal devices other than the computer 10 can be changed as appropriate.

An outline of the processing steps executed by the business management system 1 for the orderer of the product or service to manage the business flow will be described.

The computer 10 acquires an estimate and a contract related to the ordering of goods or services (step S1).
The computer 10 acquires the quote and contract from the orderer terminal 20 managed by the orderer of the product or service.
The computer 10 records the obtained quotation and contract.
The computer 10 sends link information, which is information describing information about the reference destination such as identification information and location information of the reference destination of the recorded quotation and contract in a specific notation, to each of the quotation and contract. generate against The computer 10 associates each generated link information with each of the quotation and the contract.

The computer 10 outputs a fulfillment management screen including link information of the quotation and the contract, and a fulfillment condition list in which unit prices and quantities of the products and services indicated in the quotation are entered (step S2).
Computer 10 generates performance terms associated with ordering goods or services. The fulfillment conditions are, for example, the contents necessary for ordering goods or services, such as the name, quantity, unit, unit price, and price of the goods or services. The computer 10 generates the fulfillment terms based on the contents of the obtained quotation.
The computer 10 generates a fulfillment condition list that summarizes the generated fulfillment conditions.
The computer 10, based on a request from the orderer, includes information on links to quotations and contracts, and a fulfillment management screen containing a list of performance conditions in which unit prices and quantities of products and services indicated in quotations are entered. to the orderer terminal 20.
The orderer terminal 20 receives this fulfillment management screen and displays it on its own display unit.
By displaying this fulfillment management screen on the orderer terminal 20, the computer 10 includes the link information of the quotation and the contract, and inputs the unit price and quantity of the product or service indicated in the quotation. Output the fulfillment management screen including the fulfillment conditions list.

The outline of the business management system 1 has been described above.
According to this work management system 1, in addition to creating a mechanism that allows all the persons in charge of the matter to share the matter, it is possible to save labor in a series of business flows.

[Device configuration]
FIG. 2 is a block diagram showing the configuration of the business management system 1. As shown in FIG. The business management system 1 is a system for managing a business flow by an orderer of goods or services, and is composed of at least a computer 10 . In this embodiment, the business management system 1 further includes an orderer terminal 20 managed by an orderer of goods or services.
The business management system 1 is a system in which a computer 10 and an orderer terminal 20 are connected for data communication via a network 5 such as a public line network.
The terminal devices constituting the business management system 1 are merely examples, and the number, types and functions of the terminal devices other than the computer 10 can be changed as appropriate.

The computer 10 has a server function, and may be realized by, for example, one computer, or may be realized by a plurality of computers like a cloud computer.
The computer 10 includes a CPU (Central Processing Unit), a GPU (Graphics Processing Unit), a RAM (Random Access Memory), a ROM (Read Only Memory), etc. as a control unit, and a communication unit to communicate with other terminals, devices, etc. including a device for enabling communication, an acquisition unit 11 that acquires quotations and contracts related to ordering of goods or services, link information of quotations and contracts, and information on goods and services indicated in quotations An output unit 12 or the like is provided for outputting a fulfillment management screen including a fulfillment condition list in which the unit price and quantity are input formulas.
The computer 10 also includes, as a recording unit, a data storage unit such as a hard disk, a semiconductor memory, a recording medium, a memory card, or the like.
The computer 10 also includes, as a processing unit, various devices for executing various processes.

In the computer 10, the control unit reads a predetermined program, and cooperates with the communication unit to realize an acquisition module, a fulfillment management screen output module, a reception module, and an invoice output module.
Further, in the computer 10, the control section reads a predetermined program to cooperate with the recording section to realize a document recording module and a link information recording module.
Further, in the computer 10, the control unit reads a predetermined program, and cooperates with the processing unit to realize a link information generation module, fulfillment condition generation module, list generation module, and issue module.

The orderer terminal 20 managed by the orderer of the product or service is, for example, a mobile terminal such as a mobile phone, a smart phone, a tablet terminal, or a terminal device such as a personal computer.
The orderer terminal 20 includes a CPU, GPU, RAM, ROM, etc. as a terminal control unit, a device for enabling communication with other terminals and devices as a communication unit, and various input/output units as an input/output unit. A device or the like for inputting/outputting information is provided.

Each process executed by the business management system 1 will be described below together with the process executed by each module described above.
In this specification, each module may execute its processing content as its own function or through a predetermined application.

[Quotation Acquisition Processing Executed by Computer 10]
Based on FIG. 3, the quotation obtaining process executed by the computer 10 will be described. This figure is a diagram showing a flowchart of the quotation obtaining process executed by the computer 10 . This estimate acquisition process is the details of the process of acquiring the estimate in the acquisition process (step S1) for acquiring the estimate and the contract relating to the ordering of the product or service described above.

The acquisition module acquires a quote for a product or service (step S10).
The acquisition module acquires this quote from the orderer terminal 20 managed by the orderer of the product or service.
The orderer terminal 20 accepts input of necessary information in an estimate in a predetermined format, and creates an estimate based on the received contents. Required information includes, for example, estimate number, estimate date, company name, subject, delivery date, payment terms, expiration date, description (for example, product or service name), quantity, unit price, amount, and remarks. The orderer terminal 20 prepares this quotation in a predetermined data format such as document data, spreadsheet data, PDF (Portable Document Format) data, and the like. Note that the orderer terminal 20 may acquire the quotation prepared by the orderer, etc. read by a reading device such as a scanner, convert the obtained quotation into a predetermined data format, and prepare the quotation. good.
The orderer terminal 20 transmits the created quotation to the computer 10 .
The acquisition module receives this quote and acquires the quote for the product or service.

The document recording module records the obtained quotation (step S11).
The document recording module associates and records the identifier (for example, management number, name) of this quotation with the quotation.

The link information generation module generates link information for the recorded quotation (step S12).
The quotation link information is information describing information relating to reference destinations such as identification information and location information of reference destinations of the quotation using a specific notation.
The link information generation module generates, as link information, information relating to the reference destination of the recorded quotation. The link information generation module associates the generated link information with the recorded quotation.

The link information recording module records link information of the generated quotation (step S13).
The link information recording module records the generated link information in a state of being associated with the recorded quotation.

The above is the estimate acquisition process.
The business management system 1 uses the quotation acquired by this quotation acquisition processing to execute the processing described later.

[Contract Acquisition Processing Executed by Computer 10]
Based on FIG. 4, contract acquisition processing executed by the computer 10 will be described. This figure is a diagram showing a flowchart of the contract obtaining process executed by the computer 10 . This contract acquisition process is the details of the process of acquiring the contract in the acquisition process (step S1) for acquiring the quotation and the contract related to the ordering of the product or service described above.

The acquisition module acquires a contract for goods or services (step S20).
The acquisition module acquires this contract from the orderer terminal 20 managed by the orderer of the product or service.
The orderer terminal 20 accepts input of necessary information in a contract in a predetermined form set in advance, and creates a contract based on the accepted contents. Necessary information includes, for example, general rules, contract matters, notice obligation matters, quotation matters, supplied goods matters, loaned goods matters, occasional inspection matters, prohibited matters, delivery matters, payment matters, quality assurance environmental protection, compliance, and general regulations. The orderer terminal 20 prepares this contract in a predetermined data format such as document data, spreadsheet data, PDF data, or the like. Note that the orderer terminal 20 may acquire the contract written by the orderer, etc. read by a reading device such as a scanner, convert the acquired contract into a predetermined data format, and prepare the contract. good.
The orderer terminal 20 transmits the created contract to the computer 10 .
The acquisition module receives this contract and acquires the contract for goods or services.

The document recording module records the acquired contract (step S21).
The document recording module associates and records the identifier (for example, management number, name) of this contract with the contract.

The link information generation module generates link information of the recorded contract (step S22).
The contract link information is information in which information relating to the reference destination such as identification information and location information of the reference destination of the contract is described in a specific notation.
The link information generation module generates, as link information, information regarding the reference destination of the recorded contract. The link information generation module associates the generated link information with the recorded contract.

The link information recording module records link information of the generated contract (step S23).
The link information recording module records the generated link information in a state of being associated with the recorded contract.

The above is the contract acquisition process.
The business management system 1 uses the contract acquired by the contract acquisition process to execute the processing described later.

[Fulfillment Management Screen Output Processing Executed by Computer 10]
Based on FIG. 5, the fulfillment management screen output process executed by the computer 10 will be described. This figure is a diagram showing a flowchart of the fulfillment management screen output process executed by the computer 10 . This fulfillment management screen output process includes the above-mentioned quotation and contract link information, and displays the fulfillment management screen including the list of fulfillment conditions in which the unit price and quantity of the products and services indicated in the quotation are entered. It is the details of the output process (step S2) to output. This fulfillment management screen output process is a process that uses the quotation obtained by the quotation obtaining process described above and the contract obtained by the contract obtaining process described above.

The fulfillment terms generation module generates fulfillment terms related to ordering goods or services (step S30).
The fulfillment conditions are, for example, the contents necessary for ordering goods or services, such as the name, quantity, unit, unit price, and price of the goods or services. In this embodiment, fulfillment conditions are described as being the name, quantity, unit, unit price, and price of the product or service.
The fulfillment terms generation module generates the fulfillment terms based on the content of the obtained quotation. The fulfillment conditions generation module performs data analysis, etc. on the obtained quotation, identifies the name, quantity, unit, unit price, and amount of the product or service described in this quotation, and based on these, sets the fulfillment conditions. Generate. The fulfillment condition generation module generates fulfillment conditions for each product or service described in the quotation.
Note that the fulfillment condition generation module may receive input of fulfillment conditions from the orderer terminal 20 and generate fulfillment conditions related to ordering of goods or services based on the received fulfillment conditions.

The list generation module generates a fulfillment condition list that summarizes the generated fulfillment conditions (step S31).
The list generation module summarizes the generated multiple fulfillment conditions as a list and generates a fulfillment condition list. In addition, a list generation module produces|generates a fulfillment condition list by only this fulfillment condition of one, when only one fulfillment condition is produced|generated.

The fulfillment management screen output module outputs the fulfillment management screen including the link information of the quotation and the contract, and the fulfillment condition list in which the unit price and quantity of the product or service indicated in the quotation are input formulas (step S32). ).
The fulfillment management screen output module contains link information for quotations and contracts based on requests from the ordering party, and contains a list of fulfillment conditions in which the unit prices and quantities of the products and services indicated in the quotations are entered. Output the fulfillment management screen. The fulfillment management screen will be described in detail together with the description of FIG. 6 below.
The orderer terminal 20 receives input from the orderer of a request to display the fulfillment management screen on itself. The orderer terminal 20 transmits this request to the computer 10 .
The fulfillment management screen output module acquires this request and transmits the fulfillment management screen to the orderer terminal 20 .
The orderer terminal 20 receives this fulfillment management screen and displays it on its own display unit (see FIG. 6).
The fulfillment management screen output module displays this fulfillment management screen on the orderer terminal 20, based on the request from the orderer, includes link information of the quotation and the contract, and Outputs a fulfillment management screen that includes a list of fulfillment conditions in which the unit price and quantity of services are entered.

Based on FIG. 6, the fulfillment management screen output by the fulfillment management screen output module will be described. The same figure is the figure which showed typically an example of the fulfillment management screen which the fulfillment management screen output module outputs.
In the figure, a fulfillment management screen 30 is shown. The fulfillment management screen 30 includes a basic information display field 31 containing contents related to the project (for example, project name, contents of the parent project, fulfillment condition title, fulfillment condition number), and related information display containing contents related to the quotation and the contract. It consists of a column 32, a fulfillment condition list display column 33 containing the generated fulfillment condition list, and a comment display column 34 containing comments of the orderer and the trading partner.
In the description of FIG. 6, the computer 10 receiving the input content from the orderer terminal 20 intends to acquire the input content received by the orderer terminal 20 . In addition, the computer 10 outputs something to the orderer terminal 20 is intended to transmit this something to the orderer terminal 20 and cause the orderer terminal 20 to display this something. .

The basic information display column 31 is composed of columns for a matter name, parent matter content, fulfillment condition title, and fulfillment condition number. The basic information display field 31 is set based on the contents preset in relation to the acquired quotation and contract. The contents of each column are reflected in the basic information display column 31 based on this setting.
Each field constituting the basic information display field 31 may receive an input from the orderer terminal 20 and reflect the contents thereof. Further, the basic information display column 31 may include columns other than the example described above, or may be configured by a part of the columns in the example described above.

The related information display column 32 includes a quote display column 321 that displays the acquired quote with the link information generated for this quote embedded, and a quote display column 321 that displays the acquired contract in this contract. It is composed of a contract display field 322 displayed with the generated link information embedded therein.
The quotation display column 321 shows the number of the obtained quotation, the subject of this quotation, and the registration date and time of this quotation. The quotation number is a management number associated with the quotation. The subject of the quotation is the name of the quotation, which is the name described in the obtained quotation or the name associated with the recorded quotation. In this subject, the name of the quotation is embedded with the link information generated for this quotation. The computer 10 receives an input operation such as clicking or tapping on the subject of this quotation from the orderer terminal 20, and based on the link information of the quotation for which the input operation has been accepted, the quotation for which the input operation has been accepted is displayed. , is output to the orderer terminal 20 . The registration date and time of the quotation is the date and time when this quotation was recorded.
The contract display column 322 shows the acquired contract number, the subject of this contract, and the registration date and time of this contract. The contract number is a management number linked to the contract. The subject of the contract is the name of the contract, which is the name written in the acquired contract or the name linked to the recorded contract. In this subject, the name of the contract is embedded with link information generated for this contract. The computer 10 accepts an input operation such as clicking or tapping on the subject of this contract from the orderer terminal 20, and based on the link information of the contract for which the input operation is accepted, the contract for which the input operation is accepted. , is output to the orderer terminal 20 . The registration date and time of the contract is the date and time when this contract was recorded.
Each field constituting the related information display field 32 may receive an input from the orderer terminal 20 and reflect the contents thereof. In addition, the related information display column 32 may include columns other than the quotation display column 321 and the contract display column 322, or the quotation display column 321 and the contract display column 322 are combined into one column. It can be anything.

The fulfillment condition list display column 33 includes a fulfillment condition list 331 , an add icon 332 , an approval icon 333 , a cancel icon 334 and a total column 335 .
The fulfillment condition list 331 is obtained by inputting the unit price, quantity, and unit for the generated fulfillment condition list. The fulfillment condition list 331 displays the unit price, quantity, and unit for each generated fulfillment condition when the fulfillment management screen 30 is output. The orderer browses this fulfillment condition list 331 and confirms whether or not there are any mistakes. The computer 10 accepts, from the orderer terminal 20, an input to correct the unit price, quantity, and unit in the fulfillment conditions that the orderer has judged to be necessary to correct. to update. The computer 10 reflects the contents of the updated unit price, quantity, and unit in the fulfillment condition list 331 . The computer 10 outputs the fulfillment condition list 331 after reflection.
The add icon 332 is an icon for adding a new fulfillment condition to the fulfillment condition list 331 . The orderer browses this fulfillment condition list 331, and confirms whether or not there are insufficient fulfillment conditions or newly required fulfillment conditions. The computer 10 accepts an input operation from the orderer terminal 20 by accepting the input operation of the add icon 332 and the input operation of the name, quantity, unit, unit price, and amount of the product or service of the fulfillment conditions to be added. Add the fulfillment terms to the fulfillment terms list 331 . The computer 10 reflects the fulfillment conditions after addition in the fulfillment condition list 331 . The computer 10 outputs the fulfillment condition list 331 after the reflection with the addition icon 336 attached to the added fulfillment conditions.
The approval icon 333 is an icon for the orderer to approve the fulfillment condition list 331 . The orderer browses this fulfillment condition list 331 and confirms whether or not there is a problem with each fulfillment condition. The computer 10 receives an input operation of the approval icon 333 from the orderer terminal 20 to execute the process of step S33 described later.
A cancel icon 334 is an icon for the orderer to cancel the fulfillment condition list 331 . The orderer browses this fulfillment condition list 331 and confirms whether or not there is a problem with each fulfillment condition. The computer 10 cancels the approval for the fulfillment condition list 331 by accepting the input operation of the cancellation icon 334 from the orderer terminal 20 .
A total column 335 indicates the subtotal, consumption tax, and total amount in the fulfillment condition list 331 . The total column 335 displays each value calculated based on the quantity and unit price of each fulfillment condition shown in the fulfillment condition list 331 . When the fulfillment condition is added, the computer 10 reflects in the total column 335 the result of recalculation considering the quantity and unit price of the fulfillment condition after addition. The computer 10 outputs the total column 335 after reflection.
In addition, each column and each icon which comprise the fulfillment conditions list display column 33 are not limited to the example mentioned above.

The comment display field 34 includes a past comment field 341 for displaying comments so far, a comment input field 342 for inputting a comment, and a send icon 343 for sending the input comment.
The past comment field 341 displays comments obtained from past orderers and trading partners. In the past comment field 341, the name of the commenter, the icon of the commenter, the date and time of the comment, and the content of the comment are collectively displayed for each comment. At this time, the past comment column 341 displays only a predetermined number of comments (for example, the most recent two items), and other comments are displayed by receiving a predetermined input from the orderer terminal 20. do. In addition, the past comment field 341 may display all the comments so far, or based on a predetermined method (eg, tagging, predetermined character string (eg, important, urgent, urgent)) Only the comments determined to be important by the method may be displayed, or other display methods may be used.
The comment input field 342 receives input of comments from the orderer terminal 20 . The orderer terminal 20 accepts an input operation to this comment input field 342 and inputs a comment.
The send icon 343 is an icon for sending the comment input in the comment input field 342 to the computer 10 . The computer 10 reflects the comment input in the comment input field 342 in the past comment field 341 by accepting the input operation of the send icon 343 from the orderer terminal 20 . The computer 10 outputs the past comment field 341 after reflection.
It should be noted that the fields and icons that make up the comment display field 34 are not limited to the examples described above.

The orderer can browse the fulfillment management screen 30 and easily understand the contents of the estimate and the contents of the contract related to this estimate as fulfillment conditions. In addition, when the fulfillment management screen 30 is output, the orderer has already entered the specific contents and numerical values of the estimate such as quantity, unit price, and amount. saves time and effort. In addition, the orderer performs an input operation on the approval icon 333 to issue an invoice, which will be described later, so that the work flow required for issuing an invoice can be simplified.

Returning to FIG. 5, the continuation of the fulfillment management screen output process will be described.
The acceptance module accepts approval of the goods or services on the fulfillment condition list (step S33).
The acceptance module accepts approval of the product or service in the product list by accepting the input of the approval icon 333 on the fulfillment management screen 30 described above.
The orderer terminal 20 accepts the input operation of the approval icon 333 and transmits the acceptance of the input operation of the approval icon 333 to the computer 10 .
The acceptance module receives that this input operation has been accepted, and accepts approval of the goods or services on the fulfillment condition list.

The issuing module issues an invoice for the fulfillment condition list when it determines that the goods or services in the fulfillment condition list have been approved (step S34).
The issuing module issues an invoice for the fulfillment condition list 331 for which the input of the approval icon 333 is received. The issuing module inputs the contents of each fulfillment condition in the fulfillment condition list 331 for an invoice in a predetermined format, and issues the invoice. At this time, the issuing module issues this invoice based on each fulfillment condition in the fulfillment condition list 331 when the input of the approval icon 333 is received. In other words, if there are additional performance terms or corrected performance terms, the issuing module issues an invoice based on the performance terms list 331 in which these are taken into consideration.

The bill output module outputs the issued bill (step S35).
The invoice output module transmits the issued invoice to the trading partner and outputs the issued invoice.
The invoice output module may output the issued invoice to a printer or the like instead of sending it to the counterparty, and may print the invoice in a predetermined data format (eg, PDF). It may be converted, or it may be output to a predetermined output destination (for example, a preset server, billing destination other than the counterparty of the transaction).

The above is the fulfillment management screen output processing.

Each of the processes described above is described as separate processes, but the computer 10 can also be configured to execute a combination of some or all of the processes described above. Further, the computer 10 can be configured to execute the processing even at timings other than the timings described in each processing.

The means and functions described above are realized by a computer (including a CPU, an information processing device, and various terminals) reading and executing a predetermined program. The program may be provided, for example, from a computer via a network (SaaS: software as a service) or as a cloud service. Also, the program may be provided in a form recorded on a computer-readable recording medium. In this case, the computer reads the program from the recording medium, transfers it to an internal recording device or an external recording device, records it, and executes it. Alternatively, the program may be recorded in advance in a recording device (recording medium) and provided from the recording device to the computer via a communication line.

Although the embodiments of the present invention have been described above, the present invention is not limited to these embodiments described above. Moreover, the effects described in the embodiments of the present invention are merely enumerations of the most suitable effects resulting from the present invention, and the effects of the present invention are limited to those described in the embodiments of the present invention. isn't it.

(1) A business management system for the orderer of goods or services to manage the business flow,
an acquisition unit (e.g., acquisition unit 11, acquisition module) that acquires quotations and contracts related to ordering of the product or service;
Output unit (for example , output Part 12, fulfillment management screen output module),
business management system.

According to the invention of (1), in addition to creating a system in which all the persons in charge of the project can share the project, it is possible to save labor in a series of work flows.

(2) an issuing unit (for example, an issuing module) that issues an invoice for the list of fulfillment conditions when it is determined that the goods or services in the list of fulfillment conditions have been approved;
The business management system according to (1).

According to the invention of (2), in addition to creating a system in which all the persons in charge of the project can share the project, it is possible to save labor in a series of work flows.

(3) A business management method executed by a computer for managing business flow by an orderer of goods or services,
a step of obtaining an estimate and a contract related to the ordering of the product or service (for example, steps S10 and S20);
A step of outputting a fulfillment management screen including link information of the quotation and the contract, and including a fulfillment condition list in which the unit price and quantity of the product or service indicated in the quotation are input formulas (for example, step S32 )and,
Business management methods comprising:

(4) A computer for the orderer of goods or services to manage the business flow,
a step of obtaining an estimate and a contract related to the ordering of the product or service (for example, steps S10 and S20);
A step of outputting a fulfillment management screen including link information of the quotation and the contract, and including a fulfillment condition list in which the unit price and quantity of the product or service indicated in the quotation are input formulas (for example, step S32 ),
A computer readable program for executing

1 business management system 5 network 10 computer 11 acquisition unit 12 output unit 20 orderer terminal 30 performance management screen 31 basic information display column 32 related information display column 321 quotation display column 322 contract display column 33 fulfillment condition list display column 331 fulfillment List of conditions 332 Add icon 333 Approve icon 334 Cancel icon 335 Total field 336 Add icon 34 Comment display field 341 Past comment field 342 Comment input field 343 Send icon

Claims (4)

A business management system for the orderer of goods or services to manage the business flow,
an acquisition unit that acquires quotations and contracts related to the ordering of the goods or services;
an output unit for outputting a fulfillment management screen containing link information of the quotation and the contract, and containing a fulfillment condition list in which unit prices and quantities of the products and services indicated in the quotation are input formulas;
business management system. an issuing unit that issues an invoice for the fulfillment condition list when determining that the goods or services in the fulfillment condition list have been approved;
The business management system according to claim 1, comprising: A computer-executed business management method for managing business flow by an orderer of goods or services,
obtaining quotations and contracts associated with the order for the goods or services;
a step of outputting a fulfillment management screen containing link information of the quotation and the contract, and a fulfillment condition list in which the unit price and quantity of the product or service indicated in the quotation are entered;
Business management methods comprising: A computer for the orderer of goods or services to manage the business flow,
obtaining quotations and contracts associated with the order for the goods or services;
A step of outputting a fulfillment management screen including link information of the quotation and the contract, and including a fulfillment condition list in which the unit price and quantity of the product or service indicated in the quotation are entered;
A computer readable program for executing

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