WO2020124293A1

WO2020124293A1 - Auditing method employing project planning point

Info

Publication number: WO2020124293A1
Application number: PCT/CN2018/121374
Authority: WO
Inventors: 刘学锴
Original assignee: 吉安市井冈山开发区金庐陵经济发展有限公司
Priority date: 2018-12-16
Filing date: 2018-12-16
Publication date: 2020-06-25

Abstract

The embodiment of the present invention relates to an auditing method employing a project planning point, the method comprising: a server receiving a project information acquisition command transmitted by a first terminal, generating project information configuration parameter selecting information, and receiving parameter selection feedback information; if the parameter selection feedback information received by the server is planning point setting information, the server determining a project ID of a project to be set and acquiring, according to the project ID, project information to be configured; a first terminal receiving a planning point configuration command input by a first user; the server determining ID information of a selected second user and first project information to be assigned in project information to be assigned; the first terminal receiving project planning point setting information input by the first user; the server generating one or more pieces of target task information; a second terminal acquiring report information; the server analyzing the report information and matching project accomplishment information obtained by means of the analysis against target task information of a corresponding project planning point to generate auditing result information.

Description

Accounting method based on business plan points

Technical field

The invention relates to the field of computers, in particular to an accounting method based on business plan points.

Background technique

There are many loopholes in current corporate planning and accounting. It is difficult for enterprise managers and auditors to find hidden problems. Generally, because an enterprise includes multiple departments, and each department includes multiple plans, the length of plan funds and plan cycles are not the same, and different plan funds and plan cycles sometimes have large differences. The planning case may also be planned and accounted at any time. Make adjustments. Therefore, planners, auditors and auditors are usually difficult to accurately verify the rationality of the plan, usually just complete the plan step by step, not to mention the scientific and rationality of the project case, let alone the cost control of the project case Too. In addition, it is time-consuming and laborious to manually track and calculate business plan points, and it is also troublesome for relevant auditors to review. If a reasonable digital plan accounting management system is not established, it is difficult for enterprises to analyze whether the current project case is in the economic business Scientific and reasonable, it is not conducive to enterprises to control costs.

Summary of the invention

The embodiment of the present invention provides an accounting method based on business plan points, which can promptly and freely select accounting conditions, quickly and accurately calculate each business plan point according to the selected conditions and planned completion amount, and analyze the current planning of the enterprise Whether the case is scientific and reasonable, provide timely and accurate digital information, and automatically generate specific, detailed, and accurate accounting results, reduce corporate costs, improve corporate benefits, and maximize corporate profits.

To achieve the above objective, an embodiment of the present invention provides an accounting method based on business plan points, which includes:

The server receives the service information acquisition instruction sent by the first terminal, where the service information acquisition instruction includes ID information of the first user;

Acquiring authority ID list information according to a service information acquisition instruction, and determining whether the authority ID list information includes ID information of the first user;

When the authority ID list information includes the ID information of the first user, the server generates service information setting parameter selection information and sends it to the first terminal, and receives the parameter selection feedback information returned by the first terminal ;

When the parameter selection feedback information received by the server is plan point setting information, the server determines the service ID of the service to be set according to the plan point setting information, and obtains the service information to be set according to the service ID, and Sending the service information to be set to the first terminal; the service information to be set includes the ID information of the assignable user and the service information to be assigned; wherein, the ID information of the assignable user includes the ID of the second user Information; the service information to be distributed includes the service ID;

The first terminal receives the plan point setting instruction input by the first user according to the service information to be set and sends it to the server;

The server determines the ID information of the selected second user and the first to-be-dispatched service information in the to-be-dispatched service information according to the planning point setting instruction, and sends the first to-dispatch service information to the A first terminal for displaying the first service information to be dispatched by the first terminal;

The first terminal receives the business plan point setting information input by the first user according to the first to-be-dispatched service information, and sends it to the server; the business plan point setting information includes one or more business plans Point setting information;

The server generates one or more target task information according to the business plan point setting information, the first to-be-dispatched business information and the ID information of the second user;

The second terminal receives the target task information sent by the server according to the ID information of the second user;

The second terminal receives a business plan point accounting instruction input by a second user according to the business plan point setting information, obtains reporting information according to the business plan point accounting instruction, and sends the reporting information to the server; The reported information includes ID information of the second user, business achievement information, and information of the business planning point;

The server parses the reported information, and matches the parsed business achievement information with the target task information of the corresponding business plan point according to the information of the business plan point, and generates accounting result information according to the matching result;

Sending the calculation result information to the first terminal according to the ID information of the first user.

Preferably, when the authority ID list information does not include the ID information of the first user, the method further includes:

The server generates a message that authorization verification fails and sends the information to the first terminal, which is used by the first terminal to prompt the first user account that login fails.

Preferably, the target task information includes target task time information.

Further preferably, before the server parses the reported information, the method further includes:

The server determines the report information corresponding to the target task time information locally on the server according to the target task time information.

Preferably, the method further includes:

The server sends the calculation result information to the second terminal according to the ID information of the second user.

Preferably, when the parameter selection feedback information received by the server is change information of the planning point, the method further includes:

The server determines the service ID of the service to be changed according to the change information of the plan point, obtains the service information to be set according to the service ID, and sends the service information to be set to the first terminal.

Preferably, the service information to be set further includes an assignment identifier.

Further preferably, the first service information to be distributed includes the service ID, and the server determines the ID information of the selected second user and the first of the service information to be distributed according to the planning point setting instruction After the business information is distributed, the method further includes:

The server updates the dispatch identifier corresponding to the service ID of the first service information to be dispatched according to the service ID of the first service information to be dispatched.

The accounting method based on business plan points proposed by the present invention can promptly and freely select accounting conditions, quickly and accurately account for each business plan point according to the selected conditions and the amount of plan completion, and analyze whether the current business plan of the enterprise is scientific and reasonable , Provide timely and accurate digital information, and automatically generate specific, detailed, and accurate accounting results, reduce business costs, improve business efficiency, and maximize business profits.

BRIEF DESCRIPTION

FIG. 1 is a method flowchart of an accounting method based on business plan points provided by an embodiment of the present invention.

detailed description

The technical solutions of the present invention will be further described in detail below through the accompanying drawings and embodiments.

In order to better understand the technical solution of the present invention, the application scenario of the accounting method based on business plan points proposed by the present invention is first introduced.

The accounting method based on a business plan point provided by an embodiment of the present invention is used for an enterprise to set a business plan point for an accounting object, and perform related operations of business plan accounting according to the business plan point. "Accounting" is the process of performing automatic periodic accounting or manual operation accounting on the accounting object based on the accounting object. "Accounting objects" are business classification objects defined according to the business nature of different enterprises. The "business plan point" is a specific and executable plan that is determined by the accounting object as a unit, combined with the company's business plan, actual economic status, and planning case.

An accounting method based on business plan points provided by an embodiment of the present invention is shown in FIG. 1 as a method flowchart, including the following steps:

Step 101: The server receives the service information acquisition instruction sent by the first terminal;

Specifically, the terminal operated by the first user is the first terminal, and the first user is the setter of the business planning point, which can be understood as the business manager of the enterprise. Before the first user sets the business plan point, it is necessary to log in to the account in the first terminal. After logging in, the first user inputs a service information acquisition instruction to the first terminal. The first terminal sends the received service information acquisition instruction to the server. The service information acquisition instruction includes ID information of the first user, and the ID information of the first user is a unique identifier that distinguishes the identity of the first user.

Step 102: Determine whether the ID information of the right ID list includes the ID information of the first user;

Specifically, the meaning of logging in to the first user account at the first terminal, that is, uploading the ID information of the first user to the server is that the server can determine whether the first user has the authority to set the business plan point according to the ID information of the first user or Having the authority to set business planning points makes the setting of business planning points more reasonable.

More specifically, according to the service information acquisition instruction, the server first obtains the permission ID list information from the server local or connects to another information database, and the permission ID list information includes all the first users who have the permission to set the business plan point. ID information. The server then determines whether the acquired permission ID list information includes the ID information of the first user who sends the service information acquisition instruction to the server, that is, determines whether the current ID information of the first user has the permission to set the service plan point.

When the authority ID list information includes the ID information of the first user who sends the service information acquisition instruction to the server, that is, when the ID information of the first user currently has the authority to set the service plan point, the following step 103 is executed. When the ID information of the authority ID list does not include the ID information of the first user who sends the service information acquisition instruction to the server, that is, the ID information of the first user does not have the authority to set the business plan point, the following step 103' is performed. .

Step 103: The server generates service information setting parameter selection information and sends it to the first terminal, and receives parameter selection feedback information returned by the first terminal;

Specifically, when the authority ID list information includes the ID information of the first user who sends the service information acquisition instruction to the server, that is, when the ID information of the first user currently has the authority to set the business plan point, the server generates the service information setting parameter The selection information sends the service information setting parameter selection information to the first terminal according to the current ID information of the first user. The business information setting parameter selection information includes planning point setting information and planning point change information, which are used by the first user to set a new business planning point and modify an existing business planning point, respectively.

The first terminal receives the first user's input of a business plan point setting instruction or a business plan point change instruction as needed, and generates parameter selection feedback information according to the current instruction, and sends the parameter selection feedback information to the server.

Step 103', the server generates a message that authorization verification fails and sends it to the first terminal;

Specifically, when the ID information of the authority ID list does not include the ID information of the first user who sends the service information acquisition instruction to the server, that is, the ID information of the first user does not have the authority to set the business plan point, the server generates the authority The information about the verification failure is sent to the first terminal according to the current ID information of the first user. The first terminal prompts that the login of the current account has failed by displaying the message that authorization verification failed. Please log in again.

In step 104, it is determined whether the feedback information is information set for the planning point;

Specifically, the server determines whether the parameter selection feedback information is plan point setting information or plan point change information. When the parameter selection feedback information is the planning point setting information, which represents that the first user wants to set one or more new business planning points, the following step 105 is executed. When the parameter selection feedback information is plan point change information, which represents that the first user wants to change one or more existing business plan points, the following step 105' is executed.

Step 105: The server determines the service ID of the service to be set according to the setting information of the planning point, obtains the service information to be set according to the service ID, and sends the service information to be set to the first terminal;

Specifically, it can be known from the above application scenario of the technical solution of the present invention that the business plan point is set based on the business, so when the first user wants to set one or more new business plan points, it is necessary to obtain the current Existing business to be distributed.

When the parameter selection feedback information received by the server is the planning point setting information, that is, when the first user wants to set one or more new business planning points, the server determines the business to be dispatched according to the planning point setting information ID, and obtain the service information to be set according to the service ID, and send the service information to be set to the first terminal. This process can be understood as a process in which the first terminal obtains all services to be dispatched from the server.

The service information to be set includes ID information of the assignable user and service information to be assigned, and the ID information of the assignable user includes ID information of the second user. Generally, a business manager in an enterprise can manage multiple employees to perform business tasks, and at the same time, a business manager may manage more than one business. Therefore, a first user will also correspond to multiple assignable users and multiple assignable services. That is to say, the ID information of the assignable user can be understood as the ID information of the executors of all business plan points that can be assigned by the current first user under the current ID information of the first user, and the ID information of the second user is the current The ID information of the executor of one or more specific business plan points selected by the first user from the ID information of the assignable users. The service information to be assigned may be understood as all services that can be assigned by the current first user under the ID information of the current first user.

Step 105', the server determines the service ID of the service to be changed according to the change information of the planning point, obtains the service information to be set according to the service ID, and sends the service information to be set to the first terminal;

Specifically, when the feedback information of the parameter selection received by the server is plan point change information, that is, when the first user wants to change one or more business plan points that have been set, the server determines Change the service ID of the service, obtain the service information to be set according to the service ID, and send the service information to be set to the first terminal.

Preferably, the service information to be set further includes a dispatch identifier. The service information to be set that has not been set is identified as "unallocated", and the service information to be changed that has been set is identified as "allocated". The service information to be set distinguishes whether the current service has been assigned through the assignment identifier.

Step 106: The first terminal receives the planning point setting instruction input by the first user according to the service information to be set, and sends the planning point setting instruction to the server;

Specifically, after receiving the ID information of the assignable user and the service information to be set, the first terminal displays the ID information of the assignable user and the service information to be set to the first user. According to the ID information of the assignable user and the first user The service information to be set sends a planning point setting instruction to the first terminal, and the first terminal sends the received planning point setting instruction to the server.

Step 107: The server determines the selected first subscriber's ID information and the first to-be-dispatched service information according to the planned point setting instruction;

Specifically, the server determines the ID information of the second user selected by the first user according to the ID information of the assignable user according to the planning point setting instruction, and the first service information to be distributed selected by the first user according to the service information to be set. The first to-be-dispatched service information selected by the current first user should be executed by the business plan point executor corresponding to the ID information of the second user selected by the current first user. This process can be understood as the process by which the server determines which specific service the current service to be set is.

After the process of determining which specific service the current service to be set is, the server sends the specific service, that is, the first to-be-dispatched service information, to the first terminal for the first terminal to display the specific service to the first user Specific content in your business.

Preferably, after receiving the instruction for setting the plan point, the server updates the service ID in the first service information to be distributed according to the server, updates the distribution identifier of the service information to be set corresponding to the service ID, and updates "unallocated" to " Dispatched".

Step 108: The first terminal receives the business plan point setting information input by the first user according to the first to-be-dispatched business information, and sends the business plan point setting information to the server;

Specifically, the first user inputs the business plan point setting information according to the displayed first to-be-dispatched business information, and sends the business plan point setting information to the server.

The business plan point setting information can be understood as the "business plan point" set by the first user for the business, because a business usually includes more than one accounting angle, for example, the business plan can be accounted from the perspective of labor cost during accounting You can also calculate business plans from the perspective of the time required for business implementation. Therefore, the business planning point setting information includes setting information of one or more business planning points, and the business planning point setting information can be understood as a business accounting perspective. This process can be understood as setting business plan points for the identified services to be distributed.

Step 109: The server generates one or more target task information according to the service planning point setting information, the first to-be-dispatched service information and the ID information of the second user, and sends it to the second terminal;

Specifically, as can be seen from the above description, the second user is an executor of one or more specific business plan points selected by the first user from the assignable users, and can be understood as an ordinary employee. After the first user sets the business plan point for the set service, the server needs to send the business plan point to the second terminal used by the second user who needs to execute the business plan point, which is used by the second user according to the assigned The business planning point has plans to execute its tasks.

More specifically, the server generates one or more target task information according to the first to-be-dispatched service information of the service, the setting information of the planning point and the ID information of the second user, that is, the server according to the determined to-be-dispatched service and the to-be-dispatched service The business plan point and the information of the executor who executes the business plan point generates one or more target task information for showing the executor the business to be dispatched and the business plan point of the business to be dispatched, and according to the second user’s The ID information sends the target task information to the second terminal.

Step 110: The second terminal receives the business plan point accounting instruction input by the second user according to the business plan point setting information, obtains the reported information according to the accounting instruction, and sends the reported information to the server;

Specifically, the reported information can be understood as that the second user has completed the work. When the second user completes a job, the second terminal will receive one or more of the reported information input by the second user. It is stored locally in the second terminal in the form of service report information. When the second user wants to calculate the task point, he enters a business plan point calculation instruction into the second terminal by clicking the "accounting" button or other means in the second terminal.

When the second terminal receives the business plan point accounting instruction input by the second user according to the business plan point setting information, it can be considered that the second user has completed the tasks related to the business plan point, and the business plan point can be accounted for Too. The second terminal reads the report information of the second user from the second terminal, and sends the work information to the server for calculation.

Step 111: The server parses the reported information, matches the parsed business achievement information with the target task information of the corresponding business plan point, and generates accounting result information and sends it to the first terminal and the second terminal;

Specifically, the target task information includes target task time information, that is, the time limit for completing the business plan point. Before parsing the report information sent by the second terminal, the server must first determine the report information corresponding to the target task time information in all the report information of the server according to the target task time information, that is, select the business plan point according to the time limit of the business plan point Reporting information that matches the time limit. Analyze the reported information that meets the time limit of the business plan point, and match the parsed business achievement information with the target task information of the corresponding business plan point, that is, analyze whether the parsed business achievement information can reach the target task information Represent the requirements of the business plan point. This process can be understood as an accounting process based on business plan points.

Then, the server generates accounting result information according to the matching result, and sends the accounting result information to the first terminal and the second terminal according to the ID information of the first user and the ID information of the second user, for the first user and the second terminal The user views the accounting result of the business plan point set by the first user in the first terminal and the second terminal.

The information calling method of the accounting method based on the business plan point provided by the embodiment of the present invention can promptly and freely select the accounting conditions, and quickly and accurately account for each business plan point according to the selected conditions and the planned completion amount, and analyze the current enterprise Whether the project plan is scientific and reasonable, provide timely and accurate digital information, and automatically generate specific, detailed, and accurate accounting results, reduce enterprise costs, improve enterprise benefits, and maximize enterprise profits.

Professionals should also be further aware that the units and algorithm steps of each example described in conjunction with the embodiments disclosed herein can be implemented by electronic hardware, computer software, or a combination of the two, in order to clearly illustrate the hardware and software Interchangeability, in the above description, the composition and steps of each example have been generally described according to function. Whether these functions are executed in hardware or software depends on the specific application of the technical solution and design constraints. Professional technicians can use different methods to implement the described functions for each specific application, but such implementation should not be considered beyond the scope of the embodiments of the present invention.

The steps of the method or algorithm described in conjunction with the embodiments disclosed herein may be implemented by hardware, a software module executed by a processor, or a combination of both. Software modules can be placed in random access memory (RAM), memory, read-only memory (ROM), electrically programmable ROM, electrically erasable and programmable ROM, registers, hard disks, removable disks, CD-ROM, or all fields of technology. Any other known storage medium.

The specific embodiments described above further describe the technical solutions and beneficial effects of the embodiments of the present invention in detail. It should be understood that the above are only specific implementations of the embodiments of the present invention and are not intended to be limiting The protection scope of the embodiments of the present invention, within the spirit and principle of the embodiments of the present invention, any modification, equivalent replacement, improvement, etc., should be included in the scope of protection of the embodiments of the present invention.

Claims

An accounting method based on business planning points, characterized in that the method includes:

The server receives the service information acquisition instruction sent by the first terminal, where the service information acquisition instruction includes ID information of the first user;

Acquiring authority ID list information according to a service information acquisition instruction, and determining whether the authority ID list information includes ID information of the first user;

When the authority ID list information includes the ID information of the first user, the server generates service information setting parameter selection information and sends it to the first terminal, and receives the parameter selection feedback information returned by the first terminal ;

When the parameter selection feedback information received by the server is plan point setting information, the server determines the service ID of the service to be set according to the plan point setting information, and obtains the service information to be set according to the service ID, and Sending the service information to be set to the first terminal; the service information to be set includes the ID information of the assignable user and the service information to be assigned; wherein, the ID information of the assignable user includes the ID of the second user Information; the service information to be distributed includes the service ID;

The first terminal receives the plan point setting instruction input by the first user according to the service information to be set and sends it to the server;

The server determines the ID information of the selected second user and the first to-be-dispatched service information in the to-be-dispatched service information according to the planning point setting instruction, and sends the first to-dispatch service information to the A first terminal for displaying the first service information to be dispatched by the first terminal;

The first terminal receives the business plan point setting information input by the first user according to the first to-be-dispatched service information, and sends it to the server; the business plan point setting information includes one or more business plans Point setting information;

The server generates one or more target task information according to the business plan point setting information, the first to-be-dispatched business information and the ID information of the second user;

The second terminal receives the target task information sent by the server according to the ID information of the second user;

The second terminal receives a business plan point accounting instruction input by a second user according to the business plan point setting information, obtains reporting information according to the business plan point accounting instruction, and sends the reporting information to the server; The reported information includes ID information of the second user, business achievement information, and information of the business planning point;

The server parses the reported information, and matches the parsed business achievement information with the target task information of the corresponding business plan point according to the information of the business plan point, and generates accounting result information according to the matching result;

Sending the calculation result information to the first terminal according to the ID information of the first user.
The method according to claim 1, wherein, when the ID information of the authority does not include the ID information of the first user, the method further comprises:

The server generates a message that authorization verification fails and sends the information to the first terminal, which is used by the first terminal to prompt the first user account that login fails.
The method according to claim 1, wherein the target task information includes target task time information.
The method according to claim 3, wherein before the server parses the reported information, the method further comprises:

The server determines the report information corresponding to the target task time information locally on the server according to the target task time information.
The method according to claim 1, wherein the method further comprises:

The server sends the calculation result information to the second terminal according to the ID information of the second user.
The method according to claim 1, wherein when the parameter selection feedback information received by the server is change information of the planning point, the method further comprises:

The server determines the service ID of the service to be changed according to the change information of the plan point, obtains the service information to be set according to the service ID, and sends the service information to be set to the first terminal.
The method according to claim 1, wherein the service information to be set further includes an assignment identifier.
The method according to claim 7, wherein the first service information to be dispatched includes the service ID, and the ID information and location of the selected second user are determined at the server according to the planning point setting instruction After the first service information to be distributed among the service information to be distributed, the method further includes:

The server updates the dispatch identifier corresponding to the service ID of the first service information to be dispatched according to the service ID of the first service information to be dispatched.