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JP-7856715-B2 - Sales basis management device, sales basis management method, and sales basis management program

JP7856715B2JP 7856715 B2JP7856715 B2JP 7856715B2JP-7856715-B2

Inventors

  • 井手 柾希
  • 前田 翔馬

Assignees

  • 株式会社オービック

Dates

Publication Date
20260511
Application Date
20240913

Claims (7)

  1. A sales standard management device equipped with a control unit, The control unit, Project data including project number, type of work, construction period, and contract amount, Project number, sales criteria data including sales criteria, It is configured to be accessible, A sales standard change management device characterized by comprising a sales standard change means that, in response to an operator's operation on the sales standard change input screen, specifies the sales standard before change, the sales standard after change, and the extraction conditions, refers to the sales standard data, obtains project numbers that match the specified sales standard before change, refers to the construction data of the obtained project numbers, and displays the data that matches the specified extraction conditions as a list of data to be changed.
  2. The sales standard change means is characterized by changing the sales standard of the sales standard data to the specified modified sales standard for project numbers designated by the operator in the list of items to be changed, as described in claim 1.
  3. The sales basis management device according to claim 1 or 2, characterized in that the sales basis includes the percentage-of-completion basis, the cost recovery basis, and the completed-sale basis.
  4. The control unit further, The system is configured to allow access to a master file that associates construction type, percentage-of-completion method cost, and percentage-of-completion method construction period. The extraction criteria in the aforementioned sales criteria change input screen include construction type, order amount, and construction period in months. The sales basis management device according to claim 1 or 2, characterized in that when the operator specifies the type of construction work, it retrieves the percentage-of-completion basis standard amount and the percentage-of-completion basis construction period from the master data, using the specified type of construction work as a key, and automatically sets them as the order amount and the number of months of construction, respectively.
  5. The control unit further, It is configured to allow access to budget data, including project numbers and budget amounts. The sales basis changing means, if the changed sales basis is a progress basis, refers to the budget data, and if no budget amount is set associated with the acquired project number, excludes it from the list of projects to be changed, as described in claim 3.
  6. A sales basis management method executed by an information processing device equipped with a control unit, The control unit, Project data including project number, type of work, construction period, and contract amount, Project number, sales criteria data including sales criteria, It is configured to be accessible, The control unit is executed as follows: A sales standard management method characterized by including a sales standard change process, in which, in response to an operator's operation on the sales standard change input screen, the sales standard before change, the sales standard after change, and the extraction conditions are specified, the sales standard data is referenced, project numbers that match the specified sales standard before change are obtained, the construction data for the obtained project numbers is referenced, and data that matches the specified extraction conditions are displayed as a list of data to be changed.
  7. A sales basis management program to be executed by an information processing device equipped with a control unit, The control unit, Project data including project number, type of work, construction period, and contract amount, Project number, sales criteria data including sales criteria, It is configured to be accessible, The control unit, A sales standard management program for executing a sales standard change process. When the operator operates on the sales standard change input screen and specifies the sales standard before change, the sales standard after change, and the extraction conditions, the program refers to the sales standard data, obtains project numbers that match the specified sales standard before change, refers to the construction data of the obtained project numbers, and displays the data that matches the specified extraction conditions as a list of data to be changed.

Description

This invention relates to a sales standard management device, a sales standard management method, and a sales standard management program. For example, the revenue criteria for construction projects are selected from among the completion-based, percentage-of-completion-based, and cost-recovery-based methods, based on criteria such as the contract amount, construction period, and type of work agreed upon by each company. A conventional system for setting revenue criteria is, for example, Patent Document 1. Japanese Patent Publication No. 2022-039638 Figure 1 is a block diagram showing an example of a sales standard management device according to this embodiment.Figure 2 is a flowchart illustrating the overall processing flow of the control unit of the sales basis management device.Figure 3 shows an example of the configuration of the standard master by construction type.Figure 4 shows an example of the structure of construction data.Figure 5 shows an example of the structure of sales-based data.Figure 6 shows an example of the structure of budget data.Figure 7 shows an example of the display screen for entering changes to sales criteria.Figure 8 is a diagram illustrating specific examples of tasks related to changes in sales criteria.Figure 9 shows the flow and data transitions for displaying the list of data to be changed (target data) on the sales criteria change input screen. Embodiments of the present invention will be described in detail with reference to the drawings. However, the present invention is not limited to these embodiments. [1. Overview] The outline of the present invention will be explained in the following order: [1-1. Background and Problems], [1-2. Solution], and [1-3. Effects]. [1-1. Background/Issues] The revenue criteria for construction projects are selected from among the completed-contract method, the percentage-of-completion method, and the cost recovery method, based on criteria such as the contract amount, construction period, and type of work agreed upon by each company. While some companies may choose an appropriate revenue criteria at the time of contract signing, these criteria are often unclear at the start of the contract. In this case, the sales representative typically registers the project as a provisional completed-contract basis at the start of construction, and the accounting department then changes it to the percentage-of-completion basis or cost recovery basis for each project at the end of the month. Furthermore, even for projects that should ideally be recognized using the percentage-of-completion basis, if the budget hasn't been finalized at the start of construction, the cost recovery basis may be temporarily adopted, and then switched to the percentage-of-completion basis after the budget information is registered. Additionally, even if the completed-contract basis is appropriate at the start of construction, the appropriate revenue basis may change due to expansion of the project. In such cases, it is necessary to re-select the revenue basis using a consistent set of criteria, similar to the initial selection. Here, we will explain the application of the "percentage-of-completion method," the "cost recovery method," and the "completed-contract method." Regarding the application of the percentage-of-completion method: (1) If the performance obligations related to the construction work are satisfied as the work progresses, this method must be adopted (for construction work that spans a certain period of time). (2) As required by the Corporate Tax Law, this will be mandatory for long-term, large-scale construction projects with a contract amount of 1 billion yen or more and a construction period of one year or more. - Regarding the application of the cost recovery standard (3) In cases where the above (1) applies and the estimated construction cost (budget) for the construction cannot be estimated, the progress rate of the construction cannot be calculated. - Regarding the application of the completed-contract standard (4) In cases that do not fall under (1) to (3) above (for example, small construction projects with a construction period of one month or less), the completed-contract standard is applicable because it can be determined that the performance obligation is satisfied at one point in time. As described above, determining or reviewing sales criteria for each construction project is standard practice in the construction industry. However, accessing the necessary information and efficiently and accurately listing projects subject to change remains a challenge for companies in the construction industry. In the process of determining and changing sales criteria for each construction project, it is necessary to refer to the latest information on contract amounts and construction periods for each type of work, and to confirm whether a budget has been prepared. Therefore, a certain amount of workload is involved in ensuring that all appropriate changes are id