JP-7857364-B2 - Purchase order/contract checking device, purchase order/contract checking method, and purchase order/contract checking program

JP7857364B2JP 7857364 B2JP7857364 B2JP 7857364B2JP-7857364-B2

Inventors

林夢乃

Assignees

株式会社オービック

Dates

Publication Date: 20260512
Application Date: 20240912

Claims (7)

A purchase order/contract checking device equipped with a control unit, The control unit, A contract information input means that registers contract information, including project number, contract number, contract period, order date, planned sales date, line, product, and contract amount, in a storage area in response to the operator's actions on the contract input screen. A purchase order registration means registers purchase order information, including the contract number, storage location, purchase order presence/absence classification (specifying whether or not a purchase order is attached), line number, receipt date, construction period, and purchase order amount, in the storage area in response to the operator's operation on the purchase order registration screen. A sales input means that, in response to an operator's operation on the sales input screen, when recording sales for the target project number and contract number, refers to the contract information and purchase order information registered in the storage area to check whether the contract amount and purchase order amount match and whether the contract period is within the actual construction period, and enables sales recording if the conditions are met. A purchase order/contract checking device characterized by having the following features.
The order form/contract checking device according to claim 1, characterized in that the sales input means displays and outputs an error if the above conditions are not met.
The order form/contract checking device according to claim 2, characterized in that, when the sales input means displays and outputs the error, it displays and outputs a pop-up indicating the error details.
The control unit, The order form/contract checking device according to claim 1, characterized in that it includes an inquiry means that, in response to an operator's operation on the inquiry screen, refers to the contract information and order form information registered in the storage area, displays information including the presence or absence of the order form on a contract number basis, and transitions to the order form registration screen when a predetermined operation is performed by the operator.
The order form/contract checking device according to any one of claims 1 to 4, characterized in that the sales input means displays the contract information for contract numbers where the order form existence/existence classification is "Yes" as a sales candidate.
A method for checking purchase orders and contracts, which is performed by an information processing device equipped with a control unit, The control unit is executed as follows: A contract information input process in which, in response to the operator's actions on the contract input screen, contract information including project number, contract number, contract period, order date, planned sales date, line, product, and contract amount is registered in the storage area, A purchase order registration process in which, in response to the operator's operation on the purchase order registration screen, purchase order information including the contract number, storage location, purchase order presence/absence classification (specifying whether or not a purchase order is attached), line number, receipt date, construction period, and purchase order amount is registered in the aforementioned storage area, A sales entry process that, in response to operator operations on the sales entry screen, records sales for the target project number and contract number by referring to the contract information and purchase order information registered in the memory area, checking whether the contract amount and purchase order amount match and whether the contract period is within the actual construction period, and enabling sales recording if the conditions are met. A method for checking purchase orders and contracts, characterized by including the following features.
A purchase order/contract checking program to be executed by an information processing device equipped with a control unit, The control unit, A contract information input process in which, in response to the operator's actions on the contract input screen, contract information including project number, contract number, contract period, order date, planned sales date, line, product, and contract amount is registered in the storage area, A purchase order registration process in which, in response to the operator's operation on the purchase order registration screen, purchase order information including the contract number, storage location, purchase order presence/absence classification (specifying whether or not a purchase order is attached), line number, receipt date, construction period, and purchase order amount is registered in the aforementioned storage area, A sales entry process that, in response to operator operations on the sales entry screen, records sales for the target project number and contract number by referring to the contract information and purchase order information registered in the memory area, checking whether the contract amount and purchase order amount match and whether the contract period is within the actual construction period, and enabling sales recording if the conditions are met. A purchase order and contract checking program to enable execution.

Description

This invention relates to an order form/contract checking device, an order form/contract checking method, and an order form/contract checking program. For example, in the construction and IT industries, when recognizing revenue for each client, it is necessary to link purchase orders to contract information and correctly record revenue. Conventionally, a system for managing revenue exists, for example, as described in Patent Document 1. Japanese Patent Publication No. 2019-191654 Figure 1 is a block diagram showing an example of the configuration of the order form/contract checking device in this embodiment.Figure 2 is a diagram illustrating a specific example of the processing performed by the control unit of the order form/contract checking device in this embodiment.Figure 3 is a diagram illustrating a specific example of the processing performed by the control unit of the order form/contract checking device in this embodiment.Figure 4 is a diagram illustrating a specific example of the processing performed by the control unit of the order form/contract checking device in this embodiment.Figure 5 is a diagram illustrating a specific example of the processing performed by the control unit of the order form/contract checking device in this embodiment.Figure 6 is a diagram illustrating a specific example of the processing performed by the control unit of the order form/contract checking device in this embodiment.Figure 7 is a diagram illustrating a specific example of the processing performed by the control unit of the order form/contract checking device in this embodiment.Figure 8A is a diagram illustrating a specific example of the processing performed by the control unit of the order form/contract checking device in this embodiment.Figure 8B is a diagram illustrating a specific example of the processing performed by the control unit of the order form/contract checking device in this embodiment.Figure 8C is a diagram illustrating a specific example of the processing performed by the control unit of the order form/contract checking device in this embodiment.Figure 9 is a diagram illustrating a specific example of the processing performed by the control unit of the order form/contract checking device in this embodiment.Figure 10 is a diagram illustrating a specific example of the processing performed by the control unit of the order form/contract checking device in this embodiment.Figure 11 is a diagram illustrating a specific example of the processing performed by the control unit of the order form/contract checking device in this embodiment.Figure 12 is a diagram illustrating a specific example of the processing performed by the control unit of the order form/contract checking device in this embodiment.Figure 13A is a diagram illustrating a specific example of the processing performed by the control unit of the order form/contract checking device in this embodiment.Figure 13B is a diagram illustrating a specific example of the processing performed by the control unit of the order form/contract checking device in this embodiment.Figure 14A is a diagram illustrating a specific example of the processing performed by the control unit of the order form/contract checking device in this embodiment.Figure 14B is a diagram illustrating a specific example of the processing performed by the control unit of the order form/contract checking device in this embodiment. 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. Overview of the Process]. [1-1. Background/Issues] For example, in the construction and IT industries, when recognizing revenue for each client, it is necessary to link purchase orders to contract information and correctly record revenue (for "performance obligations satisfied over a period of time" under the new revenue recognition standards, if the progress can be reasonably estimated, revenue including profit can be recorded according to the progress). Purchase order collection management is necessary to demonstrate whether the progress can be reasonably estimated. Furthermore, at the following points in time when revenue is recognized, a control function is needed to check and record the order amount and contract amount, and the order period and contract period. - Sales based on completed work and completed work under the completed work method - Sales based on progress under the percentage-of-completion method However, traditionally, there was no efficient method for checking the consistency between contracts eligible for revenue recognition and the content of corresponding purchase orders, including whether or not such orders existed. This required individual management and checks, resulting in a significant workload and posing a major chal