JP7361010B2 - Contract management support device, contract management support program, and contract management support method - Google Patents

Description

The present invention relates to a contract management work support device, a contract management work support program, and a contract management work support method.

2. Description of the Related Art Conventionally, contract management work support devices have been used to support the management of contracts related to the provision of services for which sales are regularly recorded. For example, a building maintenance company signs a building management contract with a customer and regularly provides services such as cleaning and inspection. Building management contracts are often for a one-year period and are renewed annually.

Note that Patent Document 1 describes a contract information analysis device and the like that can grasp the fluctuation content of fixed-term contract data in which sales are regularly recorded and perform difference analysis.

JP2020-166623A

Building management contracts include legal inspections that are only performed once every several years. As a result, it is necessary to manage work outside the contract period of the currently concluded contract. Further, work outside the contract period cannot be managed within the system of the contract management work support device, but is managed outside the system, which takes time and effort.

The present invention has been made in view of the above, and provides a contract management work support device and a contract management work support device that can reduce the burden on an operator who manages contracts related to the provision of services for which sales are regularly recorded. The purpose is to provide program and contract management work support methods.

In order to solve the above-mentioned problems and achieve the purpose, a contract management work support device according to the present invention is a contract management work support device that includes a control section, and the control section is configured to record sales on a regular basis. Based on the contract period included in the original contract for the provision of services, the contract work, and the invoice amount for each specified period for each contract work, each contract period is calculated based on the work cycle corresponding to each contract work. Data creation at the time of contract registration that creates billing data that shows the work timing and billing amount for contract work and management data that shows the work time and billing amount for each contract work within a predetermined period following the contract period. and contract renewal data processing means for reflecting data corresponding to a contract period included in the contract after renewal, among the data stored in the management data, in the billing data for each contract work. It is characterized by.

Further, in the contract management work support device according to the present invention, the contract renewal data processing means may process, for each contract work, data that corresponds to the contract period included in the contract after renewal, out of the data stored in the management data. If there is no data, the billing data may be automatically created by shifting the work period to the contract period included in the updated contract and reflected in the billing data.

Further, in the contract management work support device according to the present invention, the contract update data processing means deletes data reflected in the billing data from among the data stored in the management data, and adds the data to the billing data. Data that has not been reflected may be retained.

Further, the contract management work support program according to the present invention is included in an initial contract regarding the provision of a service for which sales are regularly recorded, to be executed by the control unit of a contract management work support device including a control unit. Based on the contract period, contract work, and billing amount for each specified period, the work period and billing amount for each contract work are developed within the contract period, taking into account the work cycle corresponding to each contract work. a contract registration data creation step that creates management data in which the work timing and billing amount for each contract work are developed within a predetermined period following the contract period, and the management data is created for each contract work. and a contract renewal data processing step of reflecting data corresponding to a contract period included in the renewed contract in the billing data, among the data stored in the contract.

Further, the contract management work support method according to the present invention provides a contract period included in an initial contract regarding the provision of a service for which sales are regularly recorded, which is executed by the control unit of a contract management work support device including a control unit. , based on the contract work and the billed amount for each specified period, and the work period and billed amount for each contract work within the contract period, based on the work cycle corresponding to each contract work. data, a data creation step at the time of contract registration that creates management data in which the work timing and billing amount for each contract work are developed within a predetermined period following the contract period, and a data creation step for each contract work, which is stored in the management data. and a data processing step at the time of contract renewal in which data corresponding to the contract period included in the contract after renewal is reflected in the billing data.

The present invention has the advantage that it is possible to reduce the burden on the operator who manages contracts regarding the provision of services for which sales are regularly recorded.

FIG. 1 is a diagram showing an example of the configuration of a contract management work support device. FIG. 2 is a diagram showing an example of basic contract information data. FIG. 3 is a diagram showing an example of contract sales detail data. FIG. 4 is a diagram showing an example of detailed contract sales data. FIG. 5 is a diagram showing an example of detailed contract sales schedule data. FIG. 6 is a diagram showing an example of a contract update processing screen. FIG. 7 is a diagram showing an example of contract basic information data. FIG. 8 is a diagram showing an example of contract sales detail data. FIG. 9 is a diagram showing an example of detailed contract sales data. FIG. 10 is a diagram showing an example of detailed contract sales schedule data. FIG. 11 is a diagram showing an example of a contract update processing screen. FIG. 12 is a diagram showing an example of contract basic information data. FIG. 13 is a diagram showing an example of contract sales detail data. FIG. 14 is a diagram showing an example of detailed contract sales data. FIG. 15 is a diagram showing an example of detailed contract sales schedule data. FIG. 16 is a diagram showing an example of a contract update processing screen. FIG. 17 is a diagram showing an example of contract basic information data. FIG. 18 is a diagram showing an example of contract sales detail data. FIG. 19 is a diagram showing an example of detailed contract sales data. FIG. 20 is a diagram showing an example of detailed contract sales schedule data.

Embodiments of a contract management work support device, a contract management work support program, and a contract management work support method according to the present invention will be described in detail below with reference to the drawings. Note that the present invention is not limited to this embodiment.

[1. composition]
An example of the configuration of the contract management work support device according to the present embodiment will be described with reference to FIG. 1 and the like. FIG. 1 is a diagram showing an example of the configuration of a contract management work support device.

The contract management work support device 100 supports the work of an operator who manages contracts related to the provision of services for which sales are regularly recorded. The contract management work support device 100 is used, for example, to manage a building management contract between a building maintenance company and a customer, and reduces the burden on an operator who manages the building management contract.

The contract management work support device 100 is a commercially available desktop personal computer. Note that the contract management work support device 100 is not limited to stationary information processing devices such as desktop personal computers, but also commercially available notebook personal computers, PDAs (Personal Digital Assistants), smartphones, tablet personal computers, etc. It may also be a portable information processing device.

The contract management work support device 100 includes a control section 102, a communication interface section 104, a storage section 106, and an input/output interface section 108. Each unit included in the contract management work support device 100 is communicably connected via an arbitrary communication path.

The communication interface unit 104 communicatively connects the contract management work support device 100 to the network 300 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 other devices via a communication line. Here, the network 300 has a function of connecting the contract management work support device 100 and the server 200 so that they can communicate with each other, and is, for example, the Internet or a LAN (Local Area Network). Note that the data stored in the storage unit 106 may be stored in the server 200, for example.

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

The storage unit 106 stores various databases, tables, files, and the like. The storage unit 106 stores a computer program for giving instructions to a CPU (Central Processing Unit) to perform various processes in cooperation with an OS (Operating System). As the storage unit 106, for example, a memory device such as a RAM (Random Access Memory) or a ROM (Read Only Memory), a fixed disk device such as a hard disk, a flexible disk, an optical disk, etc. can be used.

The storage unit 106 stores, for example, contract basic information data 106a, contract sales detail data 106b, contract sales detailed data 106c, and contract sales detailed schedule data 106d.

FIG. 2 is a diagram showing an example of basic contract information data. The basic contract information data 106a is a table that holds, for example, the contract number, project name, contract partner, property, contract start date, contract end date, next contract start date, and next contract end date. Although the following description assumes that the contract period is one year and that the contract is renewed every year, the contract period is not particularly limited.

FIG. 3 is a diagram showing an example of contract sales detail data. The contract sales details data 106b is a table that holds, for example, contract numbers, sales details, tasks, billing amounts (monthly), and the like.

FIG. 4 is a diagram showing an example of detailed contract sales data. The contract sales detailed data 106c is a table that holds, for example, the contract number, sales details, work month, and billing amount.

FIG. 5 is a diagram showing an example of detailed contract sales schedule data. The contract sales detailed schedule data 106d is a table that holds, for example, the contract number, sales details, work month, and billing amount.

The control unit 102 is a CPU or the like that controls the contract management work support device 100 in an integrated manner. The control unit 102 has an internal memory for storing control programs such as an OS, programs specifying various processing procedures, required data, etc., and performs various information processing based on these stored programs. Execute. The control unit 102 can access contract basic information data 106a to contract sales detailed schedule data 106d stored in the storage unit 106.

The control unit 102 functionally includes a contract registration data creation unit 102a and a contract update data processing unit 102b.

The contract registration data creation unit 102a calculates each contract service based on the contract period included in the initial contract for the provision of services for which sales are regularly recorded, the contract service, and the invoice amount for each predetermined period for each contract service. Based on the work cycle according to the contract period, the billing data (detailed contract sales data 106c) that shows the work period and billing amount for each contract work within the scope of this contract period and the specified period following this contract period. This is an information processing means that creates management data (detailed contract sales schedule data 106d) in which the work timing and billing amount for each contract work are expanded. Further, the contract registration data creation unit 102a creates contract basic information data 106a and contract sales details data 106b.

The contract renewal data processing unit 102b converts the data corresponding to the contract period included in the contract after renewal out of the data stored in the management data (detailed contract sales schedule data 106d) for each contract business into billing data ( This is an information processing means that is reflected in the detailed contract sales data 106c). In addition, the contract renewal data processing unit 102b handles cases where there is no data corresponding to the contract period included in the contract after renewal among the data stored in the management data (detailed contract sales schedule data 106d) for each contract business. , the billing data (detailed contract sales data 106c) is automatically created by shifting the work period to the contract period included in the updated contract, and is reflected in the billing data (detailed contract sales data 106c). Additionally, the contract renewal data processing unit 102b deletes the data reflected in the billing data (detailed contract sales data 106c) among the data stored in the management data (detailed contract sales schedule data 106d), and (Detailed contract sales data 106c) holds data that is not reflected.

[2. Specific example of processing]
Here, specific examples of processing executed by the contract management work support device 100 will be described with reference to FIGS. 7 to 20.

In this explanation, the contract management work support device 100 creates contract basic information data 106a to contract sales detailed schedule data 106d based on a building management contract, and refers to the contract sales detailed schedule data 106d to create contract sales details. The process of updating the data 106c will be explained.

[S1: Contract input]
The contract registration data creation unit 102a registers the contract basic information data 106a to contract sales detailed schedule data 106d in the storage unit 106 based on the operator's input (see FIGS. 2 to 5). The contract number of the registered building management contract is T0001-0, and various information is registered in association with this contract number. The contract period at the time of registration is 2020/04/01 to 2021/03/31 (see Figure 2). The work to be performed under this contract includes daily cleaning of 25,000 yen per month corresponding to sales detail line 1, water tank inspection of 40,000 yen per month corresponding to sales detail line 2, and 35,000 yen per month corresponding to sales detail line 3. ,000 yen for fire equipment inspection (see Figure 3). These operations are performed in the month of operation indicated by the detailed contract sales data 106c, and thereafter, the customers are sequentially billed based on the detailed contract sales data 106c. In addition, daily cleaning will be carried out in 2020/04 based on the detailed contract sales data 106c, but the monthly fee may be lower than the 25,000 yen per month shown in the contract sales details data 106b, as there may be a pro-rata rate in the starting month of the contract period. The company charges 15,000 yen per month (see Figure 4). Further, in the contracted sales detailed schedule data 106d, it is registered that daily cleaning will be performed in 2021/04 and a monthly fee of 25,000 yen will be charged (see FIG. 5). Furthermore, in the detailed contract sales schedule data 106d, it is registered that fire equipment inspections will be conducted in 2022/06, 2025/06, 2028/06, 2031/06, and 2034/06, and a monthly fee of 35,000 yen will be charged. There is. Note that the firefighting equipment inspection schedule may be registered even after 2034/06, and the period for registration is not particularly limited.

[S2: Contract renewal (1st time)]
The contract update data processing unit 102b updates the contract basic information data 106a to contract sales detailed schedule data 106d based on the operator's input (see FIGS. 6 to 10). Specifically, when the end date (March 31, 2021) of the contract period registered in step S1 approaches, the operator renews the contract by selecting the update button A2 on the contract update processing screen A1 shown in FIG. Perform update processing.

When the contract renewal process is performed, the contract renewal data processing unit 102b adds 1 to the end of the contract number to make it T0001-1, and updates the contract period from 2021/04/01 to 2022/03/31 (Figure 7 reference). Furthermore, the business included in the contract period updated from the detailed contract sales schedule data 106d is reflected in the detailed contract sales data 106c. That is, daily cleaning from 2021/04 to 2022/03 is registered in the detailed contract sales data 106c for a monthly fee of 25,000 yen (see FIG. 9). The daily cleaning data registered in the detailed contract sales data 106c is then deleted from the detailed contract sales schedule data 106d (see FIG. 10). Further, for tasks that are not registered in the detailed contract sales schedule data 106d, the work month of the previous year's data is automatically created by shifting the work month by one year, and this is reflected in the detailed contract sales data 106c. In other words, water tank inspections for 2021/06 and 2021/12 are registered for a monthly fee of 40,000 yen (see Figure 9). In the detailed contract sales schedule data 106d, the fire equipment inspections of 2022/06, 2025/06, and 2028/06 are maintained by updating the contract numbers. Additionally, the firefighting equipment inspections of 2031/06 and 2034/06 will be retained without renewing the contract number.

[S3: Contract renewal (2nd time)]
The contract update data processing unit 102b updates the contract basic information data 106a to contract sales detailed schedule data 106d based on the operator's input (see FIGS. 11 to 15). Specifically, when the end date (March 31, 2022) of the contract period updated in step S2 approaches, the operator renews the contract by selecting the update button A2 on the contract update processing screen A1 shown in FIG. Perform update processing.

When the contract renewal process is performed, the contract renewal data processing unit 102b adds 1 to the end of the contract number to make it T0001-2, and updates the contract period from 2022/04/01 to 2023/03/31 (Figure 12 reference). Furthermore, the business included in the contract period updated from the detailed contract sales schedule data 106d is reflected in the detailed contract sales data 106c. That is, the firefighting equipment inspection in June 2022 is registered in the detailed contract sales data 106c for a monthly fee of 35,000 yen (see FIG. 14). The firefighting equipment inspection data registered in the detailed contract sales data 106c is then deleted from the detailed contract sales schedule data 106d (see FIG. 15). Further, for tasks that are not registered in the detailed contract sales schedule data 106d, the work month of the previous year's data is automatically created by shifting the work month by one year, and this is reflected in the detailed contract sales data 106c. That is, daily cleaning from 2022/04 to 2023/03 is registered for a monthly fee of 25,000 yen, and water tank inspections for 2022/06 and 2022/12 are registered for a monthly fee of 40,000 yen (see Figure 14). In the detailed contract sales schedule data 106d, the fire equipment inspections of 2025/06 and 2028/06 are maintained by updating the contract numbers. Additionally, the firefighting equipment inspections of 2031/06 and 2034/06 will be retained without renewing the contract number.

[S4: Contract renewal (3rd time)]
The contract update data processing unit 102b updates the contract basic information data 106a to contract sales detailed schedule data 106d based on the operator's input (see FIGS. 16 to 20). Specifically, when the end date (March 31, 2023) of the contract period updated in step S3 approaches, the operator renews the contract by selecting the update button A2 on the contract update processing screen A1 shown in FIG. Perform update processing.

When the contract renewal process is performed, the contract renewal data processing unit 102b adds 1 to the end of the contract number to make it T0001-3, and updates the contract period from 2023/04/01 to 2024/03/31 (Figure 17 reference). Furthermore, the business included in the contract period updated from the detailed contract sales schedule data 106d is reflected in the detailed contract sales data 106c. Here, since the business included in the updated contract period is not included in the detailed contract sales schedule data 106d, the detailed contract sales data 106c is not changed, and the detailed contract sales schedule data 106d is also not changed. Further, for tasks that are not registered in the detailed contract sales schedule data 106d, the work month of the previous year's data is automatically created by shifting the work month by one year, and this is reflected in the detailed contract sales data 106c. That is, daily cleaning from 2023/04 to 2024/03 is registered for a monthly fee of 25,000 yen, and water tank inspections for 2023/06 and 2023/12 are registered for a monthly fee of 40,000 yen (see FIG. 19). In the detailed contract sales schedule data 106d, the fire equipment inspections of 2025/06 and 2028/06 are maintained by updating the contract numbers. Additionally, the firefighting equipment inspections of 2031/06 and 2034/06 will be retained without renewing the contract number.

As described above, according to the present embodiment, the contract update data processing unit 102b updates the contract sales detailed data 106c with reference to the contract sales detailed schedule data 106d. As a result, the detailed contract sales data 106c is automatically created, thereby reducing the burden on the operator who manages contracts for the provision of services for which sales are regularly recorded. In particular, legal inspections and the like that are to be performed only once every several years can be registered in the contracted sales detailed schedule data 106d, thereby making it possible to prevent omissions in work and billing. Furthermore, since tasks that are not registered in the detailed contract sales schedule data 106d are automatically created by shifting the work month of the previous year's data, the burden on the operator can be reduced. Moreover, since the data reflected in the detailed contract sales data 106c from the detailed contract sales schedule data 106d is automatically deleted, the burden on the operator can be reduced.

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

For example, among the processes described in the embodiments, all or part of the processes described as being performed automatically can be performed manually, or all of the processes described as being performed manually can be performed manually. Alternatively, some of the steps can be performed automatically using known methods.

In addition, unless otherwise specified, information including processing procedures, control procedures, specific names, parameters such as registered data and search conditions for each process, screen examples, and database configurations shown in this specification and drawings are included. It can be changed arbitrarily.

Further, regarding the contract management work support device 100, each illustrated component is functionally conceptual, and does not necessarily need to be physically configured as illustrated.

For example, the processing functions provided by the contract management work support device 100, especially each processing function performed by the control unit, may be realized in whole or in part by a CPU and a program interpreted and executed by the CPU. Alternatively, it may be realized as hardware using wired logic. Note that the program is recorded on a non-temporary computer-readable recording medium containing programmed instructions for causing the information processing device to execute the processing described in this embodiment, and is used for contract management work as necessary. It is mechanically read by the support device 100. That is, a storage unit such as a ROM or an HDD (Hard Disk Drive) stores a computer program that cooperates with an OS to give instructions to a CPU and perform various processes. This computer program is executed by being loaded into the RAM, and constitutes a control unit in cooperation with the CPU.

Further, this computer program may be stored in an application program server connected to the contract management work support device 100 via an arbitrary network, and all or part of it may be downloaded as necessary. It is possible.

Further, a program for executing the processing described in this 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 EE. PROM (registration Trademark) (Electrically Erasable and Programmable Read Only Memory), CD-ROM (Compact Disk Read Only Memory), MO (Magneto-Optical disk) ), DVD (Digital Versatile Disk), Blu-ray (registered trademark) Disc, etc. shall include any “portable physical medium”.

Further, a "program" is a data processing method written in any language or writing method, and does not matter in the form of source code or binary code. Note that a "program" is not necessarily limited to a unitary structure, but may be distributed as multiple modules or libraries, or may work together with separate programs such as an OS to achieve its functions. Including things. Note that well-known configurations and procedures can be used for the specific configuration and reading procedure for reading the recording medium in each device shown in the embodiments, and the installation procedure after reading.

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

Further, the contract management work support device 100 may be configured as an information processing device such as a known personal computer or a workstation, or may be configured as the information processing device to which any peripheral device is connected. Further, the contract management work support device 100 may be realized by installing software (including programs, data, etc.) that allows the device to realize the processing described in this embodiment.

Furthermore, the specific form of dispersion and integration of devices is not limited to what is shown in the diagram, and all or part of them can be functionally or physically divided into arbitrary units according to various additions or functional loads. It can be configured in a distributed/integrated manner. That is, the embodiments described above may be implemented in any combination, or the embodiments may be implemented selectively.

INDUSTRIAL APPLICATION This invention is useful, for example, when managing the contract regarding provision of the service in which sales are regularly recorded.

100 Contract management work support device 102 Control unit
102a Contract registration data creation section
102b Contract renewal data processing unit 104 Communication interface unit 106 Storage unit
106a Contract basic information data
106b Contract sales details data
106c Contract sales detailed data
106d Contract sales detailed schedule data 108 Input/output interface unit 112 Input device 114 Output device 200 Server 300 Network

Claims (5)

A contract management work support device comprising a control unit,
The control unit includes:
Based on the contract period included in the original contract for the provision of services for which sales are regularly recorded, the contract work, and the billed amount for each predetermined period for each contract work, and based on the work cycle corresponding to each contract work, Billing data in which the work timing and billing amount for each contract work are developed within the scope of the contract period, and management data in which the work timing and billing amount for each contract work are developed in the range of a predetermined period following the contract period. A means for creating data at the time of contract registration to be created;
contract renewal data processing means for reflecting data corresponding to a contract period included in the contract after renewal in the billing data among the data stored in the management data for each contract business;
to have
A contract management work support device featuring: The contract renewal data processing means is
For each contract work, if there is no data that corresponds to the contract period included in the updated contract among the data stored in the management data, change the work period of the billing data to the contract period included in the updated contract. automatically creating the information in a shifted manner and reflecting it in the billing data;
The contract management work support device according to claim 1, characterized in that: The contract renewal data processing means is
Among the data stored in the management data, deleting data that is reflected in the billing data and retaining data that is not reflected in the billing data;
The contract management work support device according to claim 1 or 2, characterized in that: for causing the control unit of the contract management work support device including a control unit to execute:
Based on the contract period included in the original contract for the provision of services for which sales are regularly recorded, the contract work, and the billed amount for each predetermined period for each contract work, and based on the work cycle corresponding to each contract work, Billing data in which the work timing and billing amount for each contract work are developed within the scope of the contract period, and management data in which the work timing and billing amount for each contract work are developed in the range of a predetermined period following the contract period. A data creation step when registering a contract to be created;
a contract renewal data processing step of reflecting data corresponding to a contract period included in the contract after renewal in the billing data among the data stored in the management data for each contract business;
Contract management support program including Executed by the control unit of a contract management work support device including a control unit,
Based on the contract period included in the original contract for the provision of services for which sales are regularly recorded, the contract work, and the billed amount for each predetermined period for each contract work, and based on the work cycle corresponding to each contract work, Billing data in which the work timing and billing amount for each contract work are developed within the scope of the contract period, and management data in which the work timing and billing amount for each contract work are developed in the range of a predetermined period following the contract period. A data creation step when registering a contract to be created;
a contract renewal data processing step of reflecting data corresponding to a contract period included in the contract after renewal in the billing data among the data stored in the management data for each contract business;
Contract management support methods including.

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