TWI738724B - Dynamic enterprise resource planning method and dynamic enterprise resource planning system - Google Patents

Abstract

A dynamic enterprise resource planning method includes adding a job form, setting an amendment authorization and a browsing authorization of the job form, reviewing content data of the job form, setting a processing mode of the job form according to the content data of the job form. When the job form is set to be in a locking mode, the amendment authorization of the job form is locked. When the job form is set to be in an approval mode, the job form is transferred to a following stage.

Description

Dynamic enterprise resource planning method and dynamic enterprise resource planning system

The present invention describes a dynamic enterprise resource planning method, especially a dynamic enterprise resource planning method that supports a dynamic sign-off process.

The Enterprise Resource Planning (ERP) system can integrate the operation information required by the enterprise's internal operations including finance, accounting, human resources, manufacturing, and sales, through organization and process planning and the use of information technology to achieve An integrated information system that effectively integrates and instantly reflects the use of internal resources in the enterprise to provide a reference for enterprise decision-making, thereby increasing the competitive advantage of the enterprise. Because the ERP system can integrate the work processes of various departments, the ERP system must use many work forms to effectively manage material characteristics and resource changes, such as using work forms to manage inventory production, order production, or order assembly.

However, due to different enterprise scales and needs, and most companies have limited knowledge and understanding of ERP systems, it is impossible to correctly evaluate the ERP system that is most suitable for the enterprise scale and process. Therefore, when many companies use new ERP systems, It often happens that the purchased ERP system cannot match the company's operating process habits and information capabilities, which leads to the failure of the ERP system import.

An embodiment of the present invention provides a dynamic enterprise resource planning method, which includes adding a job form, setting the transaction authority and viewing authority of the job form, viewing the content data of the job form, and setting the processing mode of the job form according to the content data of the job form, If the processing mode of the job form is set to lock mode, the transaction permission of the job form can be locked, and if the processing mode of the job form is set to the approval mode, the job form can be transferred to the approval process.

Another embodiment of the present invention provides a dynamic enterprise resource planning method, which includes the sign-off management module directing the initial state of the sign-off indicator to the sign-off initiator to generate the sign-off process, and the sign-off indicator points to the first sign-off person. In the sign-off process, the order of the second signer is before the first signer, the sign-off management module prohibits the second signer from performing the sign-off operation, and if in the sign-off process, the second signer’s The order is after the first signer, the sign-off management module points the sign-off indicator to the second signer so that the second signer can perform the sign-off operation, and the sign-off management module connects the first signer with The sign-off opinions of all sign-offers who have not yet signed-off among the second signers are set to the status of alternate opinions.

Another embodiment of the present invention provides a dynamic enterprise resource planning method, which includes a manager initiating a data management process, and a function module sets a default sign-off process. If the data management process is set to use the default sign-off process and self-selected sign-off process together , The function module displays the data of the default sign-off process and the data of the optional sign-off process. The user selects at least one sign-off person from the data of the default sign-off process and the data of the self-selected sign-off process, and the function module The group sets the status of the data management program to the status under approval.

Another embodiment of the present invention provides a dynamic enterprise resource planning method, which includes an administrator initiating a data management process, and a function module sets a default sign-off process. If the data management process is set to use the default sign-off process and the data management process is set Do not use the optional approval process, the function module only displays the data of the default approval process, the user selects at least one approving personnel from the data of the default approval process, and the function module manages the status of the data Set to the status of approving.

Another embodiment of the present invention proposes a dynamic enterprise resource planning method, which includes manager initiation Active data management process, the functional module sets the default sign-off process. If the data management process is set to not use the default sign-off process, the functional module displays the data of the self-selected sign-off process, and the user is selected from the data of the self-selected sign-off process , Select at least one approving person, and set the status of the data management program to the status in approving by the function module.

Another embodiment of the present invention provides a dynamic enterprise resource planning system, which includes a plurality of heterogeneous functional modules, a sign-off management module, a message processing module, and a message sending module. Multiple heterogeneous functional modules are used to manage the abnormal status of multiple items. The sign-off management module is coupled to the heterogeneous functional modules for executing the corresponding sign-off process according to the change status of each item of the items, and the message processing module is coupled to the heterogeneous functional modules And the approval management module is used to process the transaction status data of these items and/or the approval data of these items to generate message notification data. The message sending module is coupled to the message processing module and used for distributing the message notification data to at least one designated recipient.

100: Dynamic Enterprise Resource Planning System

10a, 10b and 10c: functional modules

11: Sign-off management module

12: Message processing module

13: Message sending module

S201 to S221, S301 to S309, S401 to S423, S501 to S506, S601 to S612: steps

Figure 1 is a block diagram of the dynamic enterprise resource planning system of the present invention.

Figure 2A is a flowchart of the creation and management of the job sheet in the dynamic enterprise resource planning method of the present invention.

Figure 2B is the worksheet interface of the dynamic enterprise resource planning system in Figure 1.

Figure 2C is the interface for users to sign-off management in the dynamic enterprise resource planning system in Figure 1.

Figure 2D is the interface where users use data locking in the dynamic enterprise resource planning system of Figure 1.

Figure 3 shows the generation steps and execution steps of the sign-off process in the dynamic enterprise resource planning method of the present invention.

Figure 4 is the sign-off operation process of the sign-off party in the dynamic enterprise resource planning method of the present invention.

Figure 5 is the dynamic enterprise resource planning method of the present invention, the non-signature indicator points to the signatories to sign Nuclear process.

Figure 6 is a flow chart of sign-off management in the dynamic enterprise resource planning method of the present invention.

Figure 1 is a block diagram of the dynamic enterprise resource planning system 100. The dynamic enterprise resource planning system 100 includes a plurality of heterogeneous functional modules 10a to 10c, a sign-off management module 11, a message processing module 12, and a message sending module 13. The plural heterogeneous functional modules of the dynamic enterprise resource planning system 100 are not limited to the three heterogeneous functional modules 10a to 10c shown in Figure 1, as long as the dynamic enterprise resource planning has more than two heterogeneous functional modules The system 100 belongs to the scope of the present invention. In the dynamic enterprise resource planning system 100, multiple heterogeneous functional modules are multiple modules with different functions. However, in order to simplify the description, "functional module 10a", "functional module 10b" and "functional Module 10c" will be described. In the dynamic enterprise resource planning system 100, the functional module 10a may be a financial management module, which is used to manage the change state of the company's finances. The functional module 10b may be a business management module, which is used to manage the execution status of the company's business, such as a customer list and a business quotation. The functional module 10c may be an inventory management module for managing the company's inventory status of commodity materials, such as purchase orders and shipping orders. However, the functional modules of the dynamic enterprise resource planning system 100 are not limited by the aforementioned functional modules 10a to 10c, and any company resource changes managed by the dynamic enterprise resource planning system can be executed by the functional modules. The sign-off management module 11 is coupled to the functional modules 10a to 10c, and is used to execute a corresponding sign-off process according to the change status of each management item. For example, when an initiator uses the functional module 10a to apply for funds and triggers a request for a payment form, the functional module 10a will generate corresponding sign-off request data to the sign-off management module 11. The sign-off management module 11 executes the corresponding sign-off process according to the sign-off request data. For example, the sign-off management module 11 will sequentially deliver the sign-off data to the appropriate sign-off personnel for sign-off according to a custom or built-in sign-off sequence. The message processing module 12 is coupled to the functional modules 10a to 10c and the sign-off management module 11, and is used to process data and/or sign-off data of the items in the functional modules 10a to 10c to generate message notification data . It is hereby explained that the dynamic enterprise resource planning system 100 provides a dynamic operation process. For example, when at least one of the functional modules 10a to 10c is triggered due to the change of the change status of the management item, the change status data of the management item can be directly transmitted to the message processing module 12 for processing. Group 12 generates message notification data accordingly. Or as mentioned above, when at least one of the functional modules 10a to 10c is triggered due to the change of the management item's change status, the corresponding sign-off request data will be transmitted to the sign-off management module 11. The sign-off management module When the group 11 executes the sign-off process, it will generate the message notification data to the message processing module 12. For example, the sign-off management module 11 will generate the sign-off status data and the sign-off request corresponding to each custom or built-in signer Data, form data, etc. The message sending module 13 is coupled to the message processing module 12 for dispatching the message notification data to at least one designated recipient. For example, the message sending module 13 sends the message notification data received by the message sending module 13 to at least one designated recipient in the form of e-mail, text message, voice, network message, etc.

As mentioned above, in the dynamic enterprise resource planning system 100, the change status of the management items of a plurality of heterogeneous functional modules can be presented by the content of the operation form, and the operation form can be used for resource management through a sign-off process. The flow of how to create and manage the job sheet will be detailed below.

Figure 2A is a flowchart of the creation and management of the job sheet in the dynamic enterprise resource planning method of the present invention. FIG. 2B is a work list interface of the dynamic enterprise resource planning system 100. Figure 2C is the interface of the dynamic enterprise resource planning system 100 where the user uses the sign-off management. Figure 2D is the interface of the user using data locking in the dynamic enterprise resource planning system 100. Here, the process in Fig. 2A can be more specific with the interfaces in Fig. 2B to Fig. 2D. The process steps of creating and managing the job sheet in Fig. 2A are described below.

Step S201: Add a job form;

Step S202: Set the transaction authority and viewing authority of the operation sheet;

Step S203: View the content data of the job sheet, and set the processing mode of the job sheet. If the processing mode is the editing mode, execute step S204; if the processing mode is the input processing In the opinion mode, perform step S205; if the processing mode is the closing mode, perform step S206; if the processing mode is sign-off or lock mode, perform step S207; if the processing mode is delete mode, perform step S220;

Step S204: Start the editing function of the job sheet, and execute step S210;

Step S205: Start the input processing opinion function of the job form, and execute step S212;

Step S206: Activate the closing function of the job sheet, and execute step S214;

Step S207: Determine whether the job sheet is in the sign-off mode or the locked mode, if it is in the locked mode, go to step S208; if it is in the sign-off mode, go to step S209;

Step S208: Lock the modification authority of the job form, and execute step S215;

Step S209: transfer the job sheet, and execute step S216;

Step S210: Modify the data of the operation form;

Step S211: Set the status of the job form to the form being edited.

Step S212: Input processing opinions on the input opinion interface in the operation form;

Step S213: Set the status of the job form to the form being processed.

Step S214: Set the status of the job form as a finished form.

Step S215: Set the status of the job form to a locked form.

Step S216: Select at least one undertaker of the sign-off job form;

Step S217: Set the status of the job form to the transfer mode, so that the modification authority of the job form is locked;

Step S218: Enter the job form into the sign-off process;

Step S219: At least one undertaker obtains the viewing authority of the job sheet, and returns to step S203;

Step S220: Start the delete function of the operation form, and delete the data of the operation form;

Step S221: Set the status of the job form as a deleted form.

First, the user (for example, the initiator) adds an operation form (for example, "Payment one"). After the operation of adding a form is executed (for example, the content of the "request form" is completed), the receiver can set the authority of the operation form according to step S202 by the user or according to the default value of the system. For example, you can give yourself permission to view/change the job sheet. However, the present invention is not limited to the permission of viewing/transition of the operation form to be used by a single person, and can also be set to a group for use, or the approval system may authorize the viewing/transition of the operation form to the next person. Use by one signatory. Then, a user (such as the initiator) or another user (possibly the next sign-off person) who has the permission to view the operation form in step S203 can proceed to the next operation procedure according to the form permission set in step S202 . In step S203, after the person viewing the form views the data of the form, he can perform various processing modes of the operation form according to the set form permission settings. If the processing mode is the editing mode, perform step S204; if the processing mode is input To handle the opinion mode, go to step S205; if the processing mode is the closing mode, go to step S206; if the processing mode is the sign-off or lock mode, go to step S207; if the processing mode is the delete mode, go to step S220, as detailed below Narrated.

In step S204, the person or group person who is set to view the form with the editing/modification authority can activate the editing function of the job form. After the editing function of the job sheet is activated, according to step S210, the data of the job sheet can be modified. And, according to step S211, the status of the job form will be set as the form being edited. In step S205, the person viewing the form can activate the input processing comment function of the operation form. After the input processing opinion function of the operation form is activated, according to step S212, the processing opinion can be input to the input opinion interface in the operation form. For example, when the co-organizer reviews the worksheet, they can write handling comments, or annotate opinions on changes in the content of the worksheet. Subsequently, according to step S213, the status of the job form is set as the form in process. In step S206, the person viewing the form can activate the closing function of the work form, and according to step S214, set the status of the work form as a closed form. For example, if the approving personnel do not agree with the content of the job form, they can directly close the job form to cancel subsequent approving jobs. Then according to step S214, the status of the job form is set as a completed form.

In step S207, the processing mode of the job form can also be set to set the properties of the job form according to system setting values, for example, whether the job form should enter the locked mode or execute a more complicated sign-off process mode. It is hereby explained that if the company is large, the system administrator can set this job form as an approval mode to pass the job form through a rigorous and complicated approval process, so that the company's decision-making can be more reliable. On the contrary, if it is The company is small in scale, and system administrators can set this job sheet to be in a data lock mode (Data Lock) without approval to avoid the job sheet from having to go through an overly complicated approval process pattern, resulting in inefficiency in execution. In other words, the dynamic enterprise resource planning method of the present invention can set the attributes of each job form to lock mode without going through a complicated sign-off process, and can also set the attributes of the job form to the sign-off mode and need to perform the sign-off process. Have a high degree of flexibility. When the job sheet is set to the locked mode, according to step S208, the person viewing the sheet can lock the editing/transaction authority of the job sheet, for example, click the lock button to lock the data of the job sheet. After the data of the job sheet is locked, according to step S215, the status of the job sheet will be set as a locked sheet. However, when the job form is set to the approval mode, it means that the job form will go through a more complicated approval process. Therefore, according to step S209, the job sheet will be transferred, and the undertaker (signer) of the job sheet will be selected according to step S216. Here, the undertaker (sign-off personnel) of the operation form can be the sign-off personnel designated by the system, for example, the sign-off personnel in accordance with the rank level, or the user-defined sign-off personnel. The number of approving personnel is at least one person. For example, the approving process can be in the order of section chief → director → general manager. When the undertaker of the job form is selected, according to step S217, the status of the job form will be set to the form being transferred, and the modification authority of the job form will be locked, leaving only the viewing authority (Read Only). Then, according to step S218, the job sheet enters the approving process, and approves the scheduled or customized approving personnel in sequence. When the operation form enters the approval process according to step S218, the person or the undertaker with the approval authority will obtain the viewing/transaction authority of the operation form according to step S219. The next person who views the form (for example, the next approver) will return to step S203 to view the content of the work form and set the processing mode of the work form (for example, input processing opinions or close the case, etc.).

However, as described above, whether the job form is directly locked according to step S215 or transferred according to step S217, the modification authority of the form will eventually be locked (Data Lock). Therefore, when the status of the job sheet is set to end (step S206), or being transferred (step S217) or locked (step S208), the job sheet will not have the function of deleting. On the contrary, the job sheet has the function of deleting. When the job sheet has the delete function, the person who has the delete permission to view the sheet can activate the delete function of the job sheet according to step S220 to delete the data of the job sheet. In addition, in step S221, the status of the job form will be set as a deleted form. To put it more simply, step S204, step S205, step S206, and step S220 can be regarded as the change mode for changing the job sheet, and step S211, step S213, step S214, and step S221 can be regarded as setting the status of the job sheet as being changed. The status of the form.

Figure 3 shows the generation steps and execution steps of the sign-off process in the dynamic enterprise resource planning method of the present invention. The operation mode of the approval process of the dynamic enterprise resource planning method includes steps S301 to S309, which are described below.

Step S301: the sign-off initiator adds a sign-off process sheet;

Step S302: Input the sign-off content data into the sign-off flow sheet;

Step S303: Input the approval process data into the approval process sheet;

Step S304: the sign-off management module is triggered to initialize the sign-off process;

Step S305: the sign-off management module points the initial state of the sign-off index to the sign-off initiator;

Step S306: The sign-off management module sends a sign-off message to the message sending module to notify at least one relevant signer;

Step S307: at least one relevant approver completes the approving of the job form;

Step S308: The sign-off management module reads the source form identification data of the corresponding operation form and completes the return identification data;

Step S309: The sign-off management module updates the status and sign-off content data of the operation form.

First, in step S301, the sign-off initiator adds a sign-off flow sheet. The sign-off flow sheet can be directly added by the user. However, the present invention is not limited to the sign-off initiator (user) manually adding the sign-off flow sheet. Step S301 can also generate the sign-off flow sheet in an automated manner for the functional module, and add the sign-off content data. And input the sign-off process data into the sign-off process sheet. In step S302, the approval content data will be entered. The approval content data in this step can be entered manually, or the system brings in the approval data, or the system brings in the approval data, and then Enter the supplementary modification manually. In step S303, the sign-off process data will be input. The sign-off process data in this step can be entered manually, or the system brings in the sign-off process data, or after the system brings in the sign-off process data, Then manually enter the supplementary modification. After the sign-off sequence in the sign-off process has been confirmed, according to step S304, the sign-off management module is triggered to initiate the sign-off process. In this embodiment, each signer will have a corresponding user identification code. After the sign-off sequence is confirmed, the sign-off management module will import the user identification code of each signer according to the content in the sign-off flow sheet to generate the initial sign-off process. After the sign-off process is initialized, in step S305, the sign-off management module points the initialization state of the sign-off indicator to the user identification code of the sign-off initiator. After that, in step S306, the sign-off management module will send a sign-off message to the message sending module to notify at least one relevant signer. When the next signer receives the sign-off request, it will complete the sign-off of the job form according to step S307. Then, according to step S308, the sign-off management module reads the source sheet identification data of the corresponding job sheet and completes the return identification data. It is hereby explained that since the dynamic enterprise resource planning system 100 of the present invention is a resource planning system integrating heterogeneous functions, each job sheet has a unique identification code, and the dynamic enterprise resource planning system 100 only needs to read the corresponding job sheet The identification code can point to the data of the corresponding job sheet. When any signer completes the sign-off, if it is the result of agreement or disagreement, the sign-off management module will return the identification data by reading the job form identification code and the completion of the job form (complete Return the identification code), and execute the preset procedure of the operation form according to the aforementioned identification code. For example, take a leave form as an example, when the last signer agrees to the applicant’s leave form, the sign-off management module The applicant’s number of holidays requested will be automatically increased, and a leave approval notice will be sent to the applicant. In other words, the dynamic enterprise resource planning system 100 can use the identification code of the original job sheet that reads the job sheet and the completed return identification code to plan the subsequent actions of the sheet in a fully automatic manner. Next, according to step S309, the sign-off management module updates the status and sign-off content data of the operation form.

Figure 4 is the sign-off operation process of the sign-off party in the dynamic enterprise resource planning method of the present invention. The sign-off operation flow of the sign-off person includes steps S404 to S421, which are described as follows.

Step S401: The sign-off management module points the sign-off indicator to a specific signer;

Step S402: The signer enters the sign-off option data and sign-off opinion data, and sets the processing mode of the sign-off process. If the processing mode is the termination sign-off mode, step S403 is executed; if the processing mode is to continue the sign-off and need to be changed Step S404 is executed for the mode of the sign-off process; if the processing mode is return to the sign-off mode, step S405 is executed; if the processing mode is to continue the sign-off without changing the sign-off process, then step S406 is executed;

Step S403: The signer initiates the termination of the sign-off procedure, and executes step S407;

Step S404: The signer executes the sign-off procedure and initiates the procedure for changing the sign-off process, and executes step S411;

Step S405: The signer initiates the return sign-off procedure, and executes step S415;

Step S406: The signer executes the sign-off procedure without changing the sign-off process, and executes step S418;

Step S407: Judge whether the signer is the sign-off initiator, if not, go to step S408; if yes, go to step S409;

Step S408: The signer ends the sign-off process in a veto mode, and executes step S410;

Step S409: The signer ends the sign-off process in a cancellation manner, and executes step S410;

Step S410: the sign-off process ends, the sign-off management module performs subsequent system settings, and executes step S423;

Step S411: the signer enters the sign-off process;

Step S412: After the sign-off procedure is set by the sign-off person, whether it is necessary to start the sign-back procedure, if yes, go to step S413; if not, go to step S414;

Step S413: After the new sign-off process, the signer sets the start of the sign-back procedure, so that the signer is added to the last signer of the new sign-off process, and step S414 is executed;

Step S414: The sign-off management module generates an updated sign-off process, and executes step S422;

Step S415: The sign-off management module points the sign-off indicator to any previous signer;

Step S416: Determine whether to change the sign-off process, if yes, go to step S417; if not, go to step S422;

Step S417: The sign-off management module sets the sign-off process after any previous signer as an empty process, and executes step S422;

Step S418: Determine whether the signer is the last signer in the sign-off process, if not, go to step S419; if yes, go to step S420;

Step S419: The signer transfers the sign-off process sheet to the next signer by agreeing to the sign-off or expressing other opinions, and executes step S422;

Step S420: The signer ends the sign-off process by agreeing to sign-off, and executes step S421;

Step S421: the sign-off process ends, the sign-off management module performs subsequent system settings, and executes step S423;

Step S422: The sign-off indicator points to the next sign-off person;

Step S423: The sign-off management module sends a sign-off message to the message sending module to notify relevant signers.

In the following example, in step S401, the sign-off management module points the sign-off indicator to a specific signer. Then, according to step S402, the approver can input approving option data and approving opinion data, and set the processing mode of the approving process. For example, the approver can enter the option data for agreeing or disagreeing with this approval, and note the relevant opinions corresponding to the approval decision. And, the signatories can be more advanced Set the processing mode of the sign-off process in one step. These modes include the mode of starting and terminating the sign-off process of step S403, the mode of executing the sign-off process of step S404 and starting the change of the sign-off process, the returning sign-off mode of step S405, or In step S406, the sign-off procedure is executed without changing the mode of the sign-off process. Each mode is described in detail as follows.

In the first mode, in step S403, the signer initiates the termination of the sign-off procedure, and then the system will determine whether the signer is the sign-off initiator according to step S407. If the sign-offer is not the sign-off initiator, the sign-off According to step S408, the approver can end the approving process in a negative manner. Conversely, if the signer is the sign-off initiator, the sign-off person can terminate the sign-off process in a cancellation manner according to step S409. Regardless of whether the signer ends the sign-off process in a veto mode or a cancellation mode, step S410 will be executed next. In step S410, the sign-off management module will be triggered to end the sign-off process, and use the aforementioned completion return identification code to view the relevant system setting parameters and preset processes after the end of the corresponding sign-off process.

In the second mode, in step S404, the signer executes the sign-off procedure and initiates the procedure for changing the sign-off procedure. Here is an example to illustrate. Assume that the order of approval in the approval process table is A→B→C→D→E. Where A is the identification code of the initiator, and B, C, D and E are the identification codes of the signatory. The sign-off indicator currently points to the second signer whose identification code is C. However, after the second signer executes the sign-off procedure, it is considered that the sign-off process needs to be changed, and the method of change is to import additional signers (for example, the signers with identification codes F and G). At this time, the second signer needs to start the procedure for changing the sign-off process according to step S404. And, in step S411, the signer enters the sign-off process. Therefore, after step S411, the sign-off process will be temporarily changed to A→B→C→F→G→D→E. Next, in step S412, the signer will decide whether to enable the sign-back procedure. The sign-back procedure is defined as whether the signer wants to add a sign-back after adding an additional sub-sign-off process to confirm the status of the sub-sign-off process. As in the above embodiment, the second signer joins the sub-sign-off process F→G in step S411 and decides to enable the sign-back procedure. According to step S413, the second signer will be added to the new sign-off process F→G after the last signatory (G). Therefore, the sign-off process will be changed to A→B→C→F→G→C→D→E, and proceed to the next step S414. Conversely, if the second signer does not initiate the sign-back procedure, the sign-off process will maintain A→B→C→F→G→D→E, and proceed to the next step S414. In step S414, the sign-off management module generates an updated sign-off process, that is, no matter whether the sign-back procedure is enabled by the signer or not, the sign-off management module will depend on the status and decision of the signer. After updating the sign-off index, the order of sign-offers to be pointed to, so that a new digital sign-off process is generated. Subsequently, in step S422, the sign-off indicator will point to the next sign-off person. It is hereby explained that step S411, step S412, and step S413 can be performed at the same time. For example, the second signer can directly change the sign-off process to A→B→C→F→G→C→D→E. However, step S411, step S412, and step S413 can also be performed in sequence. For example, the sign-off management module will generate a confirmation interface in sequence according to step S411, step S412, and step S413, so that the second signer can use this interface in order Change the approval process.

In the third mode, in step S405, the signer initiates the return sign-off procedure. This situation can happen when the sign-off process is wrong. For example, if the company’s R&D department wants to purchase a computer, the approving initiator (A) sends the purchase request to the purchasing department by mistake to the legal department, and the approver (C) in the legal department can judge it as a wrong endorsement. Therefore, the return sign-off procedure can be initiated according to step S405. In the next step S415, the signer can return the sign-off procedure to any signer (for example, A). Then, according to step S416, the approver (C) will also determine whether the approving process needs to be changed. If it needs to be changed (for example, in the previous embodiment, the purchase request approving process is sent to the wrong department, and the legal department should approve this time Return to the sign-off initiator and ask the sign-off initiator to resend the purchase request to the purchasing department), then according to step S417, the sign-off management module will set the sign-off process after the first sign-off person A to an empty process. Then according to step S422, the approving index will point to the approver A who was returned as set in step 415. If the current approving only requires the approver who has already signed to supplement the approving information and then resubmit, (e.g. The purchase request for computer procurement does not include the purchase content), then in step 416, approver C does not allow the returned approver to reset the approving process, and then set the next approver according to the approving index in step 422 (for example, A) After the location, continue with the follow-up sign-off operation, and after the sign-off person A completes the update of the sign-off content, he needs to re-apply for the sign-off according to the original process.

In the fourth mode, in step S406, the signer executes the sign-off procedure and does not change the sign-off process. Then, the sign-off management module can use the sign-off index to determine whether the sign-off person is the last sign-off person in the sign-off process according to step S418. If yes, according to step S420, the signer can end the sign-off process by agreeing to sign-off, and according to step S421, the sign-off management module will be triggered to end the sign-off process, and step S423 is entered. Conversely, if the signer is not the last signer in the sign-off process, according to step S419, the signer can use the method of agreeing to sign off or expressing other opinions to transfer the sign-off process sheet to the next signer. Nuclear person. After step S419 is executed, according to step S422, the sign-off indicator will point to the next sign-off person. And, when the sign-off indicator will point to the next signer (step S422), or the sign-off management module is triggered to end the sign-off process, and use the aforementioned completion return identification code to view the corresponding sign-off After the relevant system setting parameters after the end of the verification process (step S421 and step S410), the sign-off management module will send a sign-off message to the message sending module according to step S423 to notify the relevant signer.

Figure 5 shows the way in which the non-sign-off indicator points to the sign-off person in the dynamic enterprise resource planning method of the present invention. For example, for a company's emergency purchase order, because the department manager is not in the company, it may happen that the general manager directly approves it, omitting all the internal approvers.

Step S501: the signer specified by the non-signature indicator starts the sign-off procedure;

Step S502: After judging whether the position of the signer is at the position indicated by the current sign-off index, if yes, go to step S503; if not, go to step S504;

Step S503: The sign-off management module sets the sign-off opinions of all sign-off persons who have not yet signed off between the position of the sign-offer and the position indicated by the current sign-off indicator as a candidate state, and executes step S505;

Step S504: The sign-off management module prohibits the sign-off person from performing any sign-off operation.

Step S505: The sign-off management module moves the sign-off indicator to the position of the sign-off person;

Step S506: According to the sign-off index, the designated signer completes the sign-off.

The steps are described below. In step 501, the signer designated by the non-sign-off indicator starts the sign-off procedure. In step S502, the sign-off management module determines whether the signer’s location is related to the current location pointed to by the sign-off indicator. Whether the signer designated by the sign-off index has the authority to execute the sign-off procedure. When the position of the signer is before the position indicated by the current sign-off indicator, according to step S504, the sign-off person cannot perform any sign-off operations (for example, the sign-off person has completed the sign-off and has sent the sign-off to the next Signatories). If the position of the signer is after the position indicated by the current sign-off indicator (representing the signer is not the current signer), then according to step S503, the sign-off management module compares the signer’s position with the current signer’s position. The sign-off opinions of all signers who have not yet signed-off between the positions indicated by the accreditation index are set as alternate opinions. According to step S505, the sign-off management module moves the sign-off indicator to the position of the sign-off person. Subsequently, the signer can sign off according to step S506, and complete the sign-off process within the scope of his authority. Therefore, this process provides that when the sign-off process starts to operate, the sign-off person can jump in the queue to sign-off, and the sign-off management module will determine whether the sign-off person has the authority to perform the sign-off behavior, so as to avoid errors in the sign-off process Or there is a problem of overreach.

Figure 6 is a flow chart of sign-off management in the dynamic enterprise resource planning method of the present invention. The flow of approval management includes steps S601 to S612, as follows:

Step S601: the manager starts the data management procedure;

Step S602: Determine whether to start the process of sign-off management, if yes, go to step S603; if not, go to step S604;

Step S603: The administrator sets the default sign-off process through the function module, and executes step S605;

Step S604: display the data lock and release the ordered buttons, and execute step S612;

Step S605: The function module judges whether the data management program is set to use the default sign-off process, if yes, go to step S606; if not, go to step S607;

Step S606: The function module judges whether the data management program is set to use the self-selected sign-off process, if yes, go to step S609; if not, go to step S608;

Step S607: display the screen of the self-selected sign-off process;

Step S608: display a screen for selecting a preset process;

Step S609: Display the screen of the self-selected sign-off process and the screen of selecting the preset process at the same time;

Step S610: the user selects the approving personnel;

Step S611: The status of the data management program is set to the status under approval, and the approving button is displayed.

Step S612: The function module locks the data to protect the data from being modified and deleted.

The steps are described below. In step S601, the administrator (Administrator) starts the data management program. Subsequently, in step S602, the administrator or the functional module will determine whether the data management program needs to perform the approval process. As described in step S207 above, the dynamic enterprise resource planning method of the present invention is a highly flexible enterprise planning method. If the company is small, the system administrator can set the job sheet to be in the locked mode (Data Lock) to avoid the job sheet from having to go through an overly complicated sign-off process model, which may cause inefficiency in execution. Conversely, if the company is large in scale, system administrators can set this job form as an approval mode to pass the job form through a rigorous and complicated approval process, so that the company's decision-making can be more reliable. Therefore, the corresponding process of the operation form will also be designated through the data management program whether to use the management of the approval process or the management of the use of data lock. Therefore, in step S602, if the data management program does not need to start the sign-off process, the function module will display the data lock button and the unlock button (as shown in FIG. 2D). The user can lock the data in step S612 through the data lock button. However, when the data is locked, the properties of the data will be set to the Read Only state to protect the data from being modified or deleted.

In step S602, if the data management program needs to start the sign-off process (as shown in Figure 2C), the administrator sets the default sign-off process through the function module according to step S603, for example, the default sign-off process can be A→B→ C→D personnel. Subsequently, in step S605, the function module will determine whether the data management program is set to use the default sign-off process. If the data management program does not use the default approval process, at this time, according to step S607, the functional module will display a screen of the self-selected approval process. In step S605, if the data management The program uses a preset sign-off process, and the functional module will further determine whether the data management process is set to use a self-selected sign-off process according to step S606. Assuming that the functional module determines that the data management process is set to use the self-selected approval process, in step S609, the functional module will display the screen of the self-selected approval process and the screen for selecting the default process at the same time, so that the user has a high degree of flexibility in choice. You can choose a self-selected sign-off process or a preset sign-off process. Assuming that the functional module determines that the data management program is set not to use the self-selected approval process, it means that this approval process is only set to use the selected default process. Therefore, in step S608, the function module only displays the screen for selecting the preset process, so that the user can select the screen for the preset process. The receiver user can follow step S610, after completing the selection of the appropriate approving personnel or the preset process in the approving process, the function module will set the data management process to the approving status and display the approving button .

In summary, the present invention describes a dynamic enterprise resource planning system and method, including the steps of an approval process, the preparation and editing of operation reports, the establishment of the authority of the approver, and the steps of dynamically changing the approval sequence. In addition, the dynamic enterprise resource planning method of the present invention can use a data locking mode to be suitable for small enterprises that do not implement the sign-off process. The dynamic enterprise resource planning method can also use a more complicated sign-off mode to be suitable for large numbers of people. large enterprise. Moreover, users can use the quick creation item option on the operation report to quickly add various items to increase process efficiency. In other words, the dynamic enterprise resource planning method of the present invention has a high degree of design flexibility.

The foregoing descriptions are only preferred embodiments of the present invention, and all equivalent changes and modifications made in accordance with the scope of the patent application of the present invention shall fall within the scope of the present invention.

S201 to S221: steps

Claims (16)

A dynamic enterprise resource planning (Enterprise Resource Planning) method, including: adding a job sheet; setting a change permission and a viewing permission of the job sheet; viewing the content data of the job sheet; setting according to the content data of the job sheet A processing mode of the job sheet; if the processing mode of the job sheet is set to a lock mode, the transaction permission of the job sheet is locked; if the processing mode of the job sheet is set to a sign-off mode, the The job form is transferred to select a signer of the job form; an approval management module reads a source form identification data corresponding to the job form and a completed return identification data; and the approval management module Update the status of the operation form and the approving content data to adjust the order of the approvers pointed to after an approving index to generate a digital approving process; where the transaction authority includes an editing authority and a modification authority And/or a delete permission, and the approval management module sets the viewing permission, the change permission is for a single person, a group, or one approver. The method according to claim 1, further comprising: if the processing mode of the job form is set to a change mode; and set a status of the job form as a change form. The method according to claim 1, wherein the transfer of the work form includes: selecting at least one undertaker who approves the work form; Set the status of the work sheet to a transfer mode; enter the work sheet into a sign-off process; and the at least one undertaker obtains the viewing authority and the change authority of the work sheet. For example, the method described in claim 3, wherein entering the operation form into the approval process includes: an approval initiator adds an approval process sheet; and an approval content data and an approval process data are input into the approval process. Verification process sheet; a sign-off management module is triggered to initialize the sign-off process; the sign-off management module points the initialization status of a sign-off index to the sign-off initiator; the sign-off management module sends a sign-off A message is sent to a message sending module to notify at least one related signer; the at least one related signer signs off the work sheet; the sign-off management module reads a source sheet identification data corresponding to the work sheet; and Upon completion of returning identification data; and the approval management module updates the status of the operation form and the approval content data. For example, the method described in claim 4 further includes: after the approval management module updates the status of the work sheet and the approval content data, the approval management module sends an approval message to the message sending module, To notify the next relevant signer; and the sign-off management module imports the source form identification data and the completed return identification data into the sign-off flow sheet. For example, the method according to claim 3, wherein inputting the approval content data and the approval process data into the approval process sheet is a functional module that automates the approval content data and the approval process. The sign-off process data is input to the sign-off process sheet. A dynamic enterprise resource planning (Enterprise Resource Planning) method, including: a sign-off management module points the initial state of a sign-off indicator to a sign-off initiator to generate a sign-off process; the sign-off indicator points to a sign-off person ; The signer enters the sign-off option data and sign-off opinion data; the sign-off person sets a processing mode of the sign-off process; the sign-off management module sends a sign-off message to a message sending module to notify At least one relevant signer; the signer executes a sign-off procedure and initiates a procedure to change the sign-off process; the signer updates the sign-off process; the signer sets the sign-off process after the update The sign-back procedure; the sign-off management module generates an updated sign-off process; and the sign-off management module points the sign-off indicator to the next signer. For example, the method described in claim 7 further includes: the signer executes a sign-off procedure and does not change the sign-off process; if the sign-off person is the last sign-off person in the sign-off process, the sign-off The approver ends the approving process by means of a consent sign; and if the approver is not the last signer in the approving process, the approver uses the approve indicator in the approval method Point to the next signer. The method according to claim 7, wherein the signer sets the return of the sign-off process after the update The sign-off procedure includes setting the updated sign-off procedure after the sign-off is completed, and then the updated sign-off procedure is added to the sign-off procedure of the signer. The method described in claim 7 further includes: the signer initiates a return sign-off procedure; and the sign-off management module points the sign-off indicator to any previous signer. A dynamic enterprise resource planning (Enterprise Resource Planning) method, including: a sign-off management module points the initial state of a sign-off indicator to a sign-off initiator to generate a sign-off process; the sign-off indicator points to a sign-off person ; The signer enters the sign-off option data and sign-off opinion data; the sign-off person sets a processing mode of the sign-off process; the sign-off management module sends a sign-off message to a message sending module to notify At least one relevant signer; the signer initiates a return sign-off procedure; the sign-off management module points the sign-off indicator to any previous signer; and if the sign-off process needs to be changed, the sign-off The management module sets a sign-off process after any previous signer as an empty process. A dynamic enterprise resource planning method, including: a sign-off management module points the initialization state of a sign-off indicator to a sign-off initiator to generate a sign-off process; the sign-off indicator points to a first sign Nuclear If in the sign-off process, the order of a second signer is before the first signer, the sign-off management module prohibits the second signer from performing a sign-off operation; and if in the sign-off In the process, the order of the second signer is behind the first signer, and the sign-off management module points the sign-off indicator to the second signer so that the second signer can execute the sign The approval operation, and the approval management module sets the approval opinions of all unapproved approvers between the first approver and the second approver as a candidate status. A dynamic enterprise resource planning (Enterprise Resource Planning) method, including: a manager starts a data management program; a function module sets a preset sign-off process; if the data management program is set to use the preset sign-off process together And an optional approval process. The function module displays the data of the default approval process and the data of the optional approval process to select from the data of the preset approval process and the data of the optional approval process At least one sign-off person; if the data management program is set to use the default sign-off process and the data management procedure is set to not use the self-selected sign-off process, the function module only displays the data of the default sign-off process, From the data of the default approval process, select at least one approving personnel of the preset approval process; if the data management process is set to not use the default approval process, the function module displays the optional approval For the data of the process, at least one approving person is selected from the data of the self-selected approval process; and the function module sets the state of the data management process to a state of being approved. A dynamic enterprise resource planning (Enterprise Resource Planning) system, including: a plurality of heterogeneous functional modules, used to manage the abnormal state of a plurality of projects; a sign-off management module, coupled to the heterogeneous functional modules, According to each of these items A corresponding sign-off process is executed for a change state of the item; a message processing module, coupled to the heterogeneous function modules and the sign-off management module, is used to process the data of the change state of the items and/ Or the approval data of these items to generate message notification data; and a message sending module, coupled to the message processing module, for dispatching the message notification data to at least one designated recipient; one of them The signer uses the sign-off management module to initiate a procedure for changing the sign-off process, updates the corresponding sign-off process, sets the corresponding sign-off process to be one of the sign-back procedures after the update, and the sign-off management module Generate an updated sign-off process, and point a sign-off indicator from the signer to the next signer. The system according to claim 14, wherein at least one heterogeneous functional module among the heterogeneous functional modules directly transmits an abnormal state of an item to the message processing module. The system according to claim 14, wherein at least one of the heterogeneous functional modules transmits a change status of an item to the sign-off management module, and the sign-off management module according to the A sign-off process is executed for the change status to generate the message notification data.

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