TW202305675A - Client system of intelligent procurement platform - Google Patents
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Abstract
Description
本揭露是有關於一種前台系統,且特別是有關於一種智能採購平台的前台系統。This disclosure relates to a front-end system, and in particular to a front-end system of an intelligent procurement platform.
一般公司行號內部簽辦軟硬體設備採購時,常常需請廠商提供各項的基本資料,經辦人員須依公司規定進行廠商資格檢核,以確保採購專案在簽約之後,能夠順利進行到採購專案結案之時。一般常見的檢核項目,包括確認該廠商是否為公司的利害關係人、確認該廠商是否有負面新聞、確認該廠商是否被列管為洗錢防制黑名單、確認該廠商的負責人/董事是否有負面新聞,或甚至為政治敏感人物或者政商名流。Generally, when a company signs the purchase of software and hardware equipment internally, it is often necessary to ask the manufacturer to provide various basic information. The handling personnel must conduct the qualification check of the manufacturer according to the company's regulations to ensure that the procurement project can be carried out smoothly after the contract is signed. When the procurement project is closed. Common inspection items include confirming whether the manufacturer is an interested party of the company, confirming whether the manufacturer has negative news, confirming whether the manufacturer is listed on the money laundering prevention blacklist, confirming whether the person in charge/director of the manufacturer is There are negative news, or even politically sensitive figures or political and business celebrities.
然而,如上所述的檢核項目,通常在簽辦流程中會進行數次,造成簽辦流程冗長,並且,大部分的公司均仰賴人工進行檢核,也造成人力資源的負擔。再者,若透過人工檢核,也很難使檢核程度達到一致性及完整性,造成作業效率不彰。However, the inspection items mentioned above are usually carried out several times during the signing process, resulting in a lengthy signing process, and most companies rely on manual inspections, which also causes a burden on human resources. Furthermore, it is difficult to achieve consistency and completeness in the degree of verification through manual verification, resulting in poor operating efficiency.
另外,一般公司的採購單位在進行專案階段性請款流程時,往往也都是透過人工作業,甚至需增加覆核的人力資源。In addition, when the procurement unit of a general company conducts the staged payment request process for a project, it is often done manually, and even requires additional human resources for review.
本揭露所提供的智能採購平台的前台系統,包括使用者介面、處理器、平台資料庫以及採購案件資料庫。使用者介面用以輸入簽約前資料,其中簽約前資料包含廠商的基本資料。處理器耦接該使用者介面,用以接收簽約前資料以及付款資料,並透過網際網路連接雲端資料庫,根據廠商的基本資料自雲端資料庫取得廠商的相關資料。平台資料庫耦接處理器,用以儲存廠商的基本資料及相關資料。採購案件資料庫耦接處理器,用以儲存檢核項目以及簽約前資料。處理器根據檢核項目對廠商的相關資料進行檢核以產生檢核結果,並透過使用者介面顯示檢核結果。The front-end system of the intelligent procurement platform provided in this disclosure includes a user interface, a processor, a platform database, and a procurement case database. The user interface is used for inputting pre-contract information, wherein the pre-contract information includes the basic information of the manufacturer. The processor is coupled to the user interface for receiving pre-contract data and payment data, and connects to the cloud database through the Internet, and obtains relevant information of the manufacturer from the cloud database according to the basic information of the manufacturer. The platform database is coupled to the processor and is used to store the basic information and related information of the manufacturer. The procurement case database is coupled to the processor and is used for storing inspection items and pre-contract data. The processor checks the relevant data of the manufacturer according to the check item to generate a check result, and displays the check result through the user interface.
於一實施例中,當檢核結果反映出檢核項目具有至少一異常項目時,處理器根據至少一異常項目取得相應的法規資料,並透過使用者介面顯示檢核結果、至少一異常項目以及法規資料。In one embodiment, when the check result reflects that the check item has at least one abnormal item, the processor obtains corresponding legal information according to the at least one abnormal item, and displays the check result, the at least one abnormal item, and Regulatory information.
於一實施例中,處理器透過自動化流程至雲端資料庫取得廠商的相關資料,並將相關資料儲存於平台資料庫。In one embodiment, the processor obtains relevant information of the manufacturer from the cloud database through an automated process, and stores the relevant information in the platform database.
於一實施例中,自動化流程為機器人流程自動化(Robotic Process Automatic,RPA)或應用程式介面(Application Programming Interface,API)當中之一者。In one embodiment, the automated process is one of Robotic Process Automatic (RPA) or Application Programming Interface (API).
於一實施例中,使用者介面更用以輸入付款資料,付款資料包含付款期數、對應付款期數的實際付款金額以及發票。In one embodiment, the user interface is further used for inputting payment information, and the payment information includes the payment period, the actual payment amount corresponding to the payment period, and the invoice.
於一實施例中,採購案件資料庫更用以儲存簽約後資料,其中簽約後資料包含付款規則,處理器比對付款規則以及付款資料以產生比對結果,並透過使用者介面顯示比對結果。In one embodiment, the procurement case database is further used to store post-contract data, wherein the post-contract data includes payment rules, and the processor compares the payment rules and payment data to generate a comparison result, and displays the comparison result through the user interface .
於一實施例中,付款規則包含對應付款期數的應付金額,該處理器根據應付金額比對該實際付款資料以產生比對結果,並透過使用者介面顯示比對結果。In one embodiment, the payment rule includes a payable amount corresponding to the number of payment periods, and the processor compares the actual payment data with the payable amount to generate a comparison result, and displays the comparison result through a user interface.
於一實施例中,簽約前資料更包含廠商的當次報價金額,簽約後資料包含廠商的歷次報價金額,其中當處理器接收到廠商的當次報價金額時,處理器自動從採購案件資料庫中搜尋廠商的歷次報價金額,並透過使用者介面顯示搜尋結果。In one embodiment, the pre-contract data further includes the manufacturer's current quotation amount, and the post-contract data includes the manufacturer's previous quotation amount. When the processor receives the manufacturer's current quotation amount, the processor automatically retrieves the quotation from the procurement case database. Search for the previous quotation amount of the manufacturer in , and display the search results through the user interface.
於一實施例中,處理器定時連接雲端資料庫以確認廠商的基本資料與相關資料是否有異動,倘若廠商的基本資料或相關資料當中之一者有異動,則處理器透過使用者介面顯示提醒畫面。In one embodiment, the processor regularly connects to the cloud database to confirm whether there is any change in the basic information and related information of the manufacturer. If there is any change in the basic information or related information of the manufacturer, the processor displays a reminder through the user interface picture.
於一實施例中,簽約前資料可經由光學文字辨識(Optical Character Recognition,OCR)後透過使用者介面輸入。In one embodiment, the pre-contract data can be input through the user interface after optical character recognition (OCR).
基於上述,本揭露所提供的智能採購平台的前台系統可提供資料建檔機制以及自動檢核機制,優化整體採購流程,並提升自動檢核機制與數位化作業的比重。Based on the above, the front-end system of the intelligent procurement platform provided in this disclosure can provide a data filing mechanism and an automatic verification mechanism, optimize the overall procurement process, and increase the proportion of automatic verification mechanisms and digital operations.
本揭露的部份實施例接下來將會配合附圖來詳細描述,以下的描述所引用的元件符號,當不同附圖出現相同的元件符號將視為相同或相似的元件。這些實施例只是本揭露的一部份,並未揭示所有本揭露的可實施方式。更確切的說,這些實施例只是本揭露中的智能採購平台的前台系統的範例。Parts of the embodiments of the present disclosure will be described in detail with reference to the accompanying drawings. For the referenced element symbols in the following description, when the same element symbols appear in different drawings, they will be regarded as the same or similar elements. These embodiments are only a part of the present disclosure, and do not reveal all possible implementations of the present disclosure. More precisely, these embodiments are just examples of the front-end system of the intelligent procurement platform in this disclosure.
圖1是依照本揭露的一實施例所繪示的智能採購平台的前台系統1的方塊圖。請參考圖1,智能採購平台的前台系統1包括使用者介面11、處理器12、平台資料庫13以及採購案件資料庫14。前台系統1例如是桌上型電腦、筆記型電腦、平板電腦、智慧型手機等可連接網際網路的電子裝置,透過網際網路連接外部的雲端資料庫15,然而,本揭露並不以此為限。FIG. 1 is a block diagram of a front-end system 1 of a smart procurement platform according to an embodiment of the present disclosure. Please refer to FIG. 1 , the front-end system 1 of the intelligent procurement platform includes a
使用者介面11用以輸入簽約前資料。於一實施例中,當公司的採購單位向公司申請一採購專案後,採購單位會選擇至少一個廠商提出採購需求,採購需求包含採購項目、採購性質、甚至採購數量。廠商收到採購需求之後,廠商會提供廠商的基本資料、報價單以及與採購需求相關的細節給採購單位。採購單位的經辦人員收到透過廠商所提供的基本資料、報價單以及與採購需求相關的細節等簽約前資料之後,透過使用者介面11輸入至前台系統1中。The
於一實施例中,簽約前資料也可經由光學文字辨識(Optical Character Recognition,OCR)後透過使用者介面11輸入。一旦採購單位的經辦人員經由手動或者以OCR的方式透過使用者介面11將簽約前資料輸入至前台系統1中之後,即完成採購專案的建檔程序。In one embodiment, the pre-contract data can also be input through the
處理器12耦接使用者介面11。處理器12用以接收簽約前資料,並透過網際網路連接雲端資料庫21,根據廠商的基本資料自雲端資料庫21取得廠商的相關資料。雲端資料庫21可以是經濟部商業司網站之商工登記公示資料查詢服務的資料庫、財政部稅務入口網之公示資料查詢的資料庫、金融監督管理委員會全球資訊網的資料庫及新聞稿等。The
詳細來說,一旦採購專案的建檔程序完成,前台系統1的處理器12會自動與雲端資料庫21進行網路連線以查詢並取得廠商的相關資料,並將廠商的相關資料儲存於平台資料庫13中,且前台系統1的管理人員可事先設定處理器12自動查詢並取得廠商的相關資料的時間點,例如:可將時間點設定在採購專案申請後、與廠商議價前、與廠商簽約前等階段。於一實施例中,處理器12透過自動化流程至雲端資料庫21取得廠商的相關資料,並將相關資料儲存於平台資料庫13。於一實施例中,自動化流程為機器人流程自動化(Robotic Process Automatic,RPA)或應用程式介面(Application Programming Interface,API)當中之一者。In detail, once the filing procedure of the procurement project is completed, the
平台資料庫13耦接處理器12,用以儲存廠商提供給採購單位的基本資料及處理器12自雲端資料庫21自動查詢並取得的相關資料。採購案件資料庫14耦接處理器12,用以儲存檢核項目以及簽約前資料。於一實施例中,前台系統1的管理人員可事先設定採購單位檢核廠商資格的檢核項目,例如:該廠商是否為公司的利害關係人、該廠商是否有負面新聞、該廠商是否被列管為洗錢防制黑名單、該廠商的負責人/董事是否有負面新聞,或甚至為政治敏感人物或者政商名流等。The
一旦處理器12透過自動化流程至雲端資料庫21取得廠商的相關資料,並將廠商的相關資料儲存於平台資料庫13之後,處理器12便根據檢核項目對廠商的相關資料進行檢核以產生檢核結果,並透過使用者介面11顯示檢核結果。Once the
處理器12會將檢核結果中異常或待確認的檢核項目彙整於檢核結果中,一併透過使用者介面11顯示檢核結果,以提醒採購單位的經辦人員。於一實施例中,當檢核結果反映出檢核項目具有至少一異常項目時,處理器12根據至少一異常項目取得相應的法規資料,並透過使用者介面11顯示檢核結果、至少一異常項目以及法規資料。如此一來,採購單位的經辦人員可根據檢核結果、至少一異常項目以及法規資料進行進一步的查詢與確認,並將確認結果補充說明於異常項目處,以供採購單位的主管確認。The
於一實施例中,使用者介面11更用以輸入付款資料,該些付款資料包含付款期數、對應該付款期數的實際付款金額以及發票。詳細來說,當採購單位已確定簽約的廠商之後,會與廠商簽署採購合約。在採購專案的進行過程中,廠商會依採購專案進度分次向採購單位進行請款,採購單位收到廠商所提供的例如請款明細、發票等付款資料之後,採購單位可透過使用者介面11輸入付款資料。In one embodiment, the
舉例而言,採購合約上敘明廠商於第一期(例如:簽約後)向採購單位請款應付總金額的30%,於第二期(例如:採購專案進行到一半時)向採購單位請款應付總金額的30%,於第三期(例如:採購專案結案時)向採購單位請款應付總金額的40%。當採購單位收到廠商於簽約後所提供的第一期付款資料時,透過前台系統1的使用者介面11輸入付款期數為「第一期」及採購單位於第一期需付給廠商的實際付款金額,並輸入發票的電子檔案。For example, it is stated in the procurement contract that the manufacturer requests 30% of the total amount payable from the purchasing unit in the first period (for example: after signing the contract), and asks for 30% of the total amount payable from the purchasing unit in the second period (for example: when the procurement project is halfway through). 30% of the total amount payable, and 40% of the total amount payable should be requested from the purchasing unit in the third period (for example: when the procurement project is closed). When the purchasing unit receives the first installment payment information provided by the manufacturer after signing the contract, it inputs the payment period as "the first installment" and the amount that the purchasing unit needs to pay to the manufacturer in the first installment through the
一旦採購單位透過前台系統1的使用者介面11輸入付款期數、對應該付款期數的實際付款金額以及發票等付款資料之後,前台系統1會自動比對付款資料是否正確。於一實施例中,採購案件資料庫14更用以儲存簽約後資料,其中簽約後資料包含付款規則,處理器12比對付款規則以及付款資料以產生比對結果,並透過使用者介面11顯示比對結果。Once the purchasing unit enters the payment period, the actual payment amount corresponding to the payment period, and payment information such as invoices through the
於一實施例中,付款規則包含對應付款期數的應付金額,處理器12根據應付金額比對實際付款資料以產生比對結果,並透過使用者介面11顯示比對結果。進一步來說,倘若處理器12根據採購單位透過前台系統1的使用者介面11輸入的付款期數為第一期,則處理器12會自採購案件資料庫14中取得對應該廠商的簽約後資料,自該簽約後資料的付款規則中確認對應第一期的應付金額,並比對付款資料中的實際付款金額是否與應付金額吻合,以及判斷發票資訊是否符合簽約後資料。處理器12會產生比對結果,並透過使用者介面11顯示比對結果。倘若比對結果顯示異常,則採購單位的經辦人員可依照比對結果再次確認付款資料。In one embodiment, the payment rule includes the payable amount corresponding to the payment period, and the
於一實施例中,簽約前資料更包含廠商的當次報價金額,簽約後資料更包含廠商的歷次報價金額,其中當處理器12接收到廠商的當次報價金額時,處理器12自動從採購案件資料庫14中搜尋廠商的歷次報價金額,並透過該使用者介面11顯示搜尋結果。詳細來說,在採購專案申請一採購專案時,可能會向過往簽過採購合約的廠商提出採購需求。採購單位的經辦人員可透過使用者介面11輸入廠商所提供的報價單等簽約前資料,處理器12接收到簽約前資料後,自動從採購案件資料庫14中搜尋對應於該廠商的簽約後資料中的歷次報價金額,並於使用者介面11顯示搜尋結果,以提供採購單位作為判斷該廠商報價是否合理的參考。In one embodiment, the pre-contract data further includes the manufacturer's current quotation amount, and the post-contract data further includes the manufacturer's previous quotation amount, wherein when the
即便有些採購專案已結案,但後續仍可能有對應的維護合約在進行中。於一實施例中,處理器12可定時連接雲端資料庫21以確認廠商的基本資料與相關資料是否有異動,倘若廠商的基本資料或相關資料當中之一者有異動,則處理器12會將該異動的資料更新到平台資料庫13中,並透過使用者介面11顯示提醒畫面。Even if some procurement projects have been closed, there may still be corresponding maintenance contracts in progress. In one embodiment, the
於一實施例中,倘若廠商的基本資料或相關資料當中之一者有異動,且異動部分有異常(例如利害關係人有異動、有嚴重的負面新聞),處理器12將主動通知採購單位。In one embodiment, if there is a change in one of the manufacturer's basic information or related information, and there is an abnormality in the changed part (for example, there is a change in an interested party, there is serious negative news), the
綜上所述,本揭露所提供的智能採購平台的前台系統可有助於廠商的基本資料以及相關資料的建檔,甚至可透過自動化流程查詢並取得廠商的相關資料,針對廠商的資料自動進行檢核,使得廠商資格檢查流程變得更為有效率。另外,也可在採購專案的請款流程中採用自動化比對金額的做法,減輕採購專案從頭到尾減輕許多人力資源的負擔,提升採購專案的效率。To sum up, the front-end system of the intelligent procurement platform provided by this disclosure can help to file the basic information and related information of the manufacturer, and can even query and obtain the relevant information of the manufacturer through an automated process, and automatically perform Inspection, making the manufacturer qualification inspection process more efficient. In addition, automatic amount comparison can also be used in the payment request process of the procurement project, which can reduce the burden on many human resources from the beginning to the end of the procurement project and improve the efficiency of the procurement project.
1:前台系統 11:使用者介面 12:處理器 13:平台資料庫 14:採購案件資料庫 21:雲端資料庫1: front desk system 11: User Interface 12: Processor 13: Platform database 14:Procurement case database 21:Cloud database
圖1是依照本揭露的一實施例所繪示的智能採購平台的前台系統的方塊圖。FIG. 1 is a block diagram of a front-end system of a smart procurement platform according to an embodiment of the present disclosure.
1:前台系統 1: front desk system
11:使用者介面 11: User Interface
12:處理器 12: Processor
13:平台資料庫 13: Platform database
14:採購案件資料庫 14:Procurement case database
21:雲端資料庫 21:Cloud database
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