JP4289950B2 - Fixed asset management device, program, and recording medium - Google Patents

Description

The present invention is fixed resource management apparatus, program, and recording medium, and more particularly, matching device such as to be fixed assets management, fixed assets management system for managing, program, and a recording medium.

  In conventional fixed asset management, for example, by inputting the identification code of each department in each period, the fixed asset ledger of the corresponding department is output on paper, and management and investigation are performed against the actual target equipment. It was carried out. At this time, the output fixed asset ledger is printed in a predetermined form format, and is normally managed in a table format.

  The person in charge who manages the fixed assets managed the fixed asset equipment in the surveyed department by sequentially comparing the printed forms with the part numbers attached to the equipment actually installed. The collated asset management result is separately input by a person in charge, the input result is integratedly stored in the fixed asset management DB, and the stored fixed asset information is centrally managed by the management center. Here, the result of collation was written in a paper-based form, and the original data was confirmed or corrected based on the written form. The confirmation work took time and the work efficiency was poor.

In view of the above situation, recently, a fixed asset management system using a computer has been provided in order to reduce manual work. For example, when collating fixed assets, barcodes containing various types of information can be read with a handy terminal, the read contents can be displayed, and the corresponding information can be received from the host so that both barcode data and host data can be displayed. (For example, refer to Patent Document 1).
Further, for example, Patent Literature 2 discloses an electronic ledger that corresponds to a fixed asset ledger and an electronic map that is a layout diagram of fixed assets that can be viewed in association with each other.
Also, for example, in Patent Document 3, the fixed asset transmitted from each information device is accessed by accessing the fixed asset information of the information device to be investigated by the fixed asset management by the server transmitting a command via the network. The information that can be managed in an integrated manner is disclosed.
JP 7-311800 A JP 2002-304514 A JP 2003-91637 A

  Here, the fixed asset verification result is usually printed out on a paper basis or displayed on a screen. At this time, since the collation result printed out or displayed indicates the state of the fixed asset at that time, the investigator can grasp the current state of the fixed asset. In many cases, it was left up to each investigator to perform the work, and therefore, continuous management was rarely performed according to the state of fixed assets.

  As one of the above-mentioned causes, in the conventional fixed asset management system, a system that performs fixed asset management for fixed assets and a system that generates appropriate forms according to the state of the fixed assets that have been investigated are separated. It seems that it is functioning. In such a case, first, after grasping the state of fixed assets, the person in charge of the survey creates the necessary forms individually and circulates and notifies them. For those inexperienced persons in particular, the form creation process Takes a long time and the work efficiency deteriorates. For this reason, after the survey of fixed assets was completed, further continuous management could not be performed. The same applies to Patent Documents 1, 2, and 3, so that after the fixed asset survey is completed, continuous management can be performed according to the state of the fixed asset in conjunction with the form creation process. It is not.

The present invention has been made in view of the circumstances as described above, and after a fixed asset survey is completed, a necessary form is quickly created according to the state of the fixed asset, and the continuous form is continuously created based on the form. asset apparatus which allow the asset, to provide a program, and a recording medium has been made for the purpose of.

The invention of claim 1 is a fixed asset management apparatus for managing fixed assets, wherein the fixed asset management apparatus stores information relating to fixed assets, and stores storage means for storing various form forms, Survey result input means for receiving the input of the survey results regarding the fixed assets performed, and survey result registration means for registering the received survey results of the fixed assets in the storage means in association with information on the fixed assets corresponding to the fixed assets When a fixed asset classification means for classifying the state of the fixed assets the study based on the findings that the registration is performed, for the fixed assets classified by the state, other departments or external internal fixed assets Lending to the state, where the fixed asset is unknown, fixed asset retired / sold, fixed asset specific asset number not confirmed, fixed asset management Department is classified in one of two states: a state of being changed, and, a form creation process state determines the state determining means necessary for fixed assets form corresponding to the classified condition is not registered, the For a fixed asset that is determined to be in a state that requires a form creation process by the state determination means, a form form corresponding to the state is extracted from the storage means, and based on the extracted form form and information on the fixed asset A form creation means for creating a form, a form output means for outputting the created form, and when the location of the fixed asset is unknown, the form output means outputs the form and the investigation status is registered as being under investigation. If the report of the survey result for the unknown property of the form is not input when a predetermined period has elapsed since the output of the form, Is obtained by; and a message output means for outputting a message for prompting to report a study progress of these properties.

The invention according to claim 2 is the invention according to claim 1, wherein the message output means outputs the form by the form output means when the fixed asset is lent out to another internal department or the outside, and the borrowing deadline as the confirmation matter Is registered, when a predetermined number of days before the borrowing deadline registered in the form, a message for notifying that the borrowing deadline is near for the borrowed property of the form is output. It is a thing.

The invention of claim 3 is the invention of claim 1 or 2, wherein the message output means is a case where the form output means outputs a form when the fixed asset is retired / sold, and the form output When a report of disposal details for the disposal / sale property of the form is not input when a predetermined period has elapsed after the output, a message for prompting to report the disposal content of the disposal / sale property of the form is output. It is what.

The invention of claim 4 is a program for realizing the function as you Keru Asset management apparatus to any one invention of claims 1 to 3 on a computer.

The invention of claim 5 is a computer-readable recording medium recording your Keru program to the invention of claim 4.

  According to the present invention, after a fixed asset survey is completed, a necessary form can be quickly created according to the state of the fixed asset, so that the work efficiency can be improved and continued based on the form. Fixed asset management can be performed, so that fixed assets can be managed accurately.

  FIG. 1 is a block diagram showing an internal configuration example of an information processing apparatus according to the present invention. 1 is a CPU, 2 is a RAM, 3 is a ROM, 4 is a storage device such as an HDD, 5 is an input device, and 6 is a display device. , 7 is a communication device, 8 is an output device, and 9 is a system bus. A server device and a terminal device according to the fixed asset management apparatus or the fixed asset management system of the present invention are configured based on an information processing apparatus as shown in FIG. 1, that is, a general-purpose computer. Information handled by this apparatus (or system) is temporarily stored in the RAM 2 at the time of processing, and is read, modified, written, etc. by the CPU 1 as necessary. A program for causing the information processing apparatus to function as the apparatus (or system) is stored in the ROM 3 or the storage device 4 and is executed by the CPU 1 reading it into the RAM 2 as appropriate. Further, the progress of the process and the processing result are presented to the user through a display device 6 such as a CRT or LCD, and in each process, the user inputs necessary parameters from the input device 5 such as a keyboard and a mouse (pointing device). Specify input.

  The program may be provided with a graphical user interface (GUI) so that the user can operate the display device 6 easily. The communication device 7 communicates with other information processing devices via a network or the like. The CPU 1, the RAM 2, the ROM 3, the storage device 4, the input device 5, the display device 6, the communication device 7 and the output device 8 are connected by a system bus 9 and are mutually accessible.

  FIG. 2 is a block diagram for explaining an internal configuration example of a fixed asset management apparatus according to an embodiment of the present invention. In the figure, 10 is a fixed asset management apparatus, and the fixed asset management apparatus 10 is a fixed asset. Information (fixed asset information 11a), storage means 11 that stores various form forms 11b, survey result input means 12 that receives input of survey results related to the surveyed fixed assets, and received fixed A survey result registration unit 13 that registers the survey result of the asset in the storage unit 11 in association with the fixed asset information 11a corresponding to the fixed asset, and the state of the fixed asset that has been surveyed based on the registered survey result 11c. Fixed asset classification means 14 for classifying, and status determination means 1 for determining whether a form creation process is necessary for the fixed assets classified for each status Then, for the fixed assets that are determined to be in a state that requires the form creation processing by the state determination unit 15, a form form corresponding to the state is extracted from the storage unit 11, and the extracted form form 11b and the fixed asset are fixed. It is assumed that a form creation unit 16 that creates a form based on the asset information 11a and a form output unit 17 that outputs the created form are provided.

  Here, as an embodiment of the fixed asset management apparatus 10 of the present invention, the fixed asset management apparatus 10 may access the storage unit 11 via a network or the like. In other words, either the case where the storage unit 11 is physically separated from the fixed asset management apparatus 10 or the case where the storage unit 11 is physically included in the fixed asset management apparatus 10 can be employed. The fixed asset management apparatus 10 stores a program for executing the functions of the above means.

  The fixed asset management device 10 may be configured to execute the functions of the above means by distributing them to the server device and the terminal device. In addition, the function as the fixed asset management apparatus 10 may be executed by groupware or the like that functions on an OS (Operating System) serving as a base for operating various applications. The groupware has six functions including, for example, electronic mail, electronic bulletin board, electronic conference, schedule management, document management, workflow management, and the like. This groupware has been introduced as an application in many companies, for example, for managing sales materials, project management, planning information management, customer service management, organization chart management, etc. Widely used as an engineering tool to increase information and revitalize organizations. In addition, it is good also as a form which performs the function as the fixed asset management apparatus 10 using Web instead of the said groupware.

  Based on FIG. 3 thru | or FIG. 6, the example of a transition of the display screen of the terminal device which an investigator etc. use is demonstrated. In the following description, it is assumed that the fixed asset information 11a is registered in the storage unit 11 and various form forms 11b are registered in advance.

FIG. 3 is a diagram illustrating a screen display example related to the fixed asset list selection process. FIG. 3A is a diagram showing an example of a department code display screen displayed when a department-specific fixed asset list is selected, and FIG. 3B shows the department code shown in FIG. It is a figure which shows an example of the fixed asset list displayed according to selection processing.
First, the investigator accesses the fixed asset management apparatus 10 from his / her terminal device, displays a list of department codes shown in FIG. 3A, and selects a corresponding department code from the department code list. select. The fixed asset management apparatus 10 extracts the fixed assets corresponding to the selected department code from the storage unit 11, lists the extracted fixed assets, and displays them on the terminal device as a fixed asset list shown in FIG. The fixed asset list displays a serial number, asset number, asset name, and installation location details for each fixed asset, and is provided with a search result input field for inputting a search result regarding each fixed asset. For example, “OK” shown in the present example indicates the state of fixed assets that are not particularly problematic because it is possible to confirm an identification plate that is a fixed asset that has been confirmed as a result of investigation and that has a unique asset number. . “Retired” indicates a state of a fixed asset that has not been confirmed to exist and has been retired (or sold).

  “Unknown” indicates the state of a fixed asset whose existence has not been confirmed and whose location is unknown. Further, “defect” indicates a state of a fixed asset that has been confirmed to exist and cannot be used due to a failure or the like. “Idle” indicates the state of a fixed asset that has been confirmed to exist and is in an idle state. “No borrowed document” indicates a state of a fixed asset that has not been confirmed to exist and has no borrowed document issued in the case of lending to other departments or outside the company. “No identification plate” indicates a state of a fixed asset that has been confirmed to exist and a fixed asset in which an identification plate with a unique asset number is not confirmed.

  For each of the above states, the investigator investigates each fixed asset included in the fixed asset list shown in FIG. 3B, and inputs the investigation result from the terminal device.

FIG. 4 is a diagram illustrating an example of a state in which a survey result is input to the fixed asset list illustrated in FIG.
In this example, “1” is input to the corresponding state of each fixed asset as a result of the investigation. When the investigator instructs the registration processing to the storage unit 11 for the fixed asset list (hereinafter simply referred to as the survey result) to which the survey result is input from the terminal device, the fixed asset management device 10 instructs the terminal device to register. According to the information, the survey result input unit 12 receives the survey result, and the survey result registration unit 13 registers the received survey result of the fixed asset in the storage unit 11 in association with the fixed asset information 11a corresponding to the fixed asset. The message displayed on the terminal device at that time is shown in FIG. 5 below.

  FIG. 5 is a diagram illustrating an example of a message displayed on the terminal device when the fixed asset survey result is associated with the fixed asset information 11 a and registered in the storage unit 11. When registering the survey result, the fixed asset management apparatus 10 displays a message on the screen of the terminal device for confirming the file name from which data is read, as shown in FIG. When “Yes” is clicked, the fixed asset management apparatus 10 displays a message notifying that the input survey result has been updated to the fixed asset information 11a, that is, the fixed asset ledger, as shown in FIG. 5B. Notify the investigator that the update is complete.

  FIG. 6 is a diagram illustrating an example of the fixed asset information 11a updated in accordance with the update process illustrated in FIG. As shown in FIG. 6A, when the input survey result is updated to the fixed asset information 11a, the result is displayed linked to the survey result (inventory result in the figure) of the fixed asset information 11a. In this example, “B” is displayed as a result, which indicates the “unknown” state shown in FIG. In this way, identification and display are performed using alphabets and numbers associated with the survey results (fixed asset status) shown in FIG. For example, “with identification plate” → OK, “without identification plate” → F, “idle asset” → D, “defective” → C, “retirement / sale” → A, “unknown” → B, “no borrowing” → E etc. are displayed. The fixed asset classification means 14 executes the fixed asset status classification processing (OK, A to F) based on the investigation result.

  After registering the survey results for each fixed asset and completing the survey, the fixed asset management apparatus 10 creates a necessary form according to the state of the fixed asset. First, the person in charge of the investigation displays the department code list (list of department codes for which the investigation has been completed) shown in FIG. 6B on the terminal device, and clicks the department code of the department to which the department belongs. The fixed asset management apparatus 10 determines whether a form creation process is necessary for each fixed asset registered in the clicked department code. This process is performed by the state determination means 15. The state determination means 15 is, for example, a state in which a fixed asset is lent out to another department in the company or outside, a borrowed form is not registered as a form (→ E), a fixed asset is unknown and a form is unknown The confirmation form is not registered (→ B), the fixed asset disposal application is not registered as a form with the fixed asset being retired / sold (→ A), and the asset number unique to the fixed asset is The name change and plate reissue request form has not been registered as a form without confirmation, and the fixed asset movement report has not been registered as a form with the fixed asset management department changed (transferred) It is determined that a fixed asset classified into any one of the states is in a state that requires form creation processing.

  As a result of the determination, for example, when it is determined that the state is “no borrowed”, a form creation request message shown in FIG. 6C is displayed on the terminal device. Similarly, when it is determined that the state is “unknown”, a form creation request message shown in FIG. 6D is displayed on the terminal device, and the form creation means 16 follows the instructions from the investigator. Perform the creation process. Note that the form creation means 16 automatically performs the form creation process in response to the determination result of the state determination means 15 without displaying the request message as shown in FIGS. 6C and 6D. Also good.

  When performing the above-described form creation process, the form creation unit 16 extracts, from the storage unit 11, a form corresponding to the state of the fixed asset that is determined to be in a state that requires the form creation process by the state determination unit 15. A form is created based on the extracted form form 11b and the fixed asset information 11a of the fixed asset. Further, the form output unit 17 outputs the form created by the form creation unit 16 to the terminal device. Specific examples of output forms relating to various forms will be described in detail with reference to FIGS.

  According to the present invention, it is possible to quickly create a necessary form in accordance with the state of the fixed asset after completion of the fixed asset investigation, so that the work efficiency can be improved.

  FIG. 7 is a block diagram for explaining an example of the internal configuration of the fixed asset management apparatus 10 according to another embodiment of the present invention. The fixed asset management apparatus 10 further includes the configuration shown in FIG. With respect to the form output by the form output means 17, the confirmation item input means 18 that receives input of predetermined confirmation items related to the form, and the corresponding fixed item based on the form in which the confirmation items are input by the confirmation item input means 18. Update means 19 for updating the status of the asset, output destination device for outputting the form created by the form creation means 16, output timing of the form (for example, urgent, normal), output form of the form (for example, batch, individual, etc.) And output condition designating means 20 for designating an output condition including any one or more of (1).

  In the case of the present embodiment, when a predetermined confirmation item related to the form is input from the investigator to the form output to the terminal device or the like by the form output unit 17, the confirmation item input unit 18 accepts the confirmation item. . For example, in the case of the above-mentioned unknown property confirmation, the survey status of fixed assets in an unknown state is input as a confirmation item. At this time, for example, it is input that the investigation is in progress. In addition, in the case of the aforementioned borrowing document, for the fixed assets lent out to other departments in the company or outside the company, for example, the e-mail address of the borrower, the borrowing period, the reason for borrowing, etc. are entered as confirmation items. Information on fixed assets that need to be registered in the above-mentioned unknown property confirmation or borrowing document (for example, account item, asset number, asset name, acquisition date, acquisition price, book price, etc.) is automatically obtained from the fixed asset information 11a. Is obtained and laid out at a predetermined position of each form.

  The update unit 19 updates the state of the corresponding fixed asset based on the form in which the confirmation item is input by the confirmation item input unit 18. In the above example, for example, when confirmation items are entered in the borrowing document and registered as a borrowing document that has been approved by the lender and the borrower, the state of "no borrowing document" is changed from the aforementioned "no borrowing document" state Updated to

  The output condition designating unit 20 designates an output condition when outputting the form created by the form creating unit 16. For example, when specifying an output destination device that outputs a form, it is possible to specify any of a terminal device, a facsimile device, and a printing device that are managed as fixed assets in the department to which the investigator belongs. As a method for designating the output condition, for example, when the survey result 11c is registered in the storage unit 11, there is a method of registering the survey result 11c including the output condition in advance. For example, when a terminal device is designated, the destination e-mail address is registered. In this case, the form output means 17 transmits the created form to the terminal device by electronic mail. When a facsimile apparatus is designated, the output destination facsimile number is registered. When a printing apparatus is designated, a network address of the output destination printing apparatus is registered. The output destination information to be registered may be one, or a plurality may be registered and selected each time to output a form.

  Further, when registering the output condition in the storage unit 11, for example, it may be registered including a form output timing, a form output form, and the like.

  According to the present invention, by inputting a confirmation item to a form created by the fixed asset management apparatus, the state of the fixed asset is automatically updated, so that the workload of the investigator is reduced. Further, since the investigator can output the form created by the fixed asset management apparatus not only to the terminal apparatus but also to the facsimile apparatus or the printing apparatus, the form can be obtained regardless of the output device.

  FIG. 8 is a block diagram for explaining an example of the internal configuration of the fixed asset management apparatus 10 according to another embodiment of the present invention. The fixed asset management apparatus 10 includes, in addition to the configuration shown in FIG. When the form output means 17 outputs an unknown property confirmation form as a form and the investigation status is registered as an investigation in progress, the investigation on the unknown object of the above unknown property confirmation form when a predetermined period has elapsed after the form is output It is assumed that message output means 21 for outputting a message for prompting to report the survey progress status of the unknown property on the unknown property confirmation form when the result report is not input is provided. According to the present embodiment, for example, when there is no investigation report on an unknown property after two months have passed since the form was output, the above message is output to the terminal device of the investigator, and the investigator is investigated. You can encourage them to report their progress.

  In addition, when the borrowed form is output as a form by the form output means 17 and the borrowing deadline is registered as the confirmation item, the message output means 21 is a predetermined number of days before the borrowing deadline registered in the form (for example, 3 A message for notifying that the borrowing deadline for the borrowed property of the borrowed document is near may be output.

  In addition, the message output means 21 is a case where the fixed asset disposal application form is output as a form by the form output means 17 and when the fixed asset disposal application form is removed / predetermined when a predetermined period has elapsed after the output of the form. When the report of the disposal details for the sold property is not input, a message for prompting to report the disposal content of the retired / sold property of the fixed asset disposal application form may be output.

  According to the present invention, after the fixed asset survey is completed, the fixed asset can be managed following the various forms created by the fixed asset management apparatus, so the burden on the investigator can be reduced.

  FIG. 9 is a diagram showing an output example of an unknown property confirmation as an example of a form created by the fixed asset management apparatus 10 of the present invention, in which 30 is an unknown property confirmation. The unknown property confirmation 30 in this example is created by the form creation means 16 for the fixed assets that the state determination means 15 determines to be in the “unknown” state. Here, the survey status 31 is an item input by the department in charge of the survey. In this example, “Survey is being performed” is input as a survey on an unknown property. Information to be entered in each item such as other account items, asset number, asset name, acquisition date, acquisition price, book price, etc. is acquired from the fixed asset information 11a of the storage means 11 and automatically laid out at a predetermined position. The

  In the case of this example, a confirmation column 32 for confirming the progress status is set when two months have passed since the output of the unknown property confirmation document 30. The department investigator checks the confirmation column 32 when the unknown property is found two months later. As a result, the state of the fixed asset is updated from “unknown” to “discovered”. In addition, if the location of the above unknown property is not known after two months, the department will create a separate “progress form” to report the progress of the investigation, and in the prescribed department (in this example, the accounting department) ).

FIG. 10 is a diagram showing an output example of a borrowed document as another example of a form created by the fixed asset management apparatus 10 of the present invention. A borrowed document (borrowed certificate) 33 shown in FIG. 10B is created by the form creating unit 16 for the fixed asset that the state determining unit 15 determines to be in the “no borrowed document” state.
The investigator displays the borrowed document creation menu shown in FIG. 10A on the terminal device, and selects a desired borrowed document creation method. In this example, three types of “lending in the office within the company”, “lending out to other offices in the company”, and “lending outside the company” are registered, and different creation methods are set. For example, when “lending in the office within the company” is selected, a borrowing document creation process is executed on the system. An example of the borrowed document output in this case is shown in FIG. In the borrowing form 33 shown in FIG. 10 (B), in addition to the lending source information and the borrowing destination information, the asset number acquired from the fixed asset information 11a, the borrowed asset name, and the borrower in charge input by the investigator The e-mail address, the borrowing period, the reason for borrowing, etc. are entered, and the borrowed form 33 for which these items have been entered is registered in the fixed asset management apparatus 10.

  FIG. 11 is a diagram showing another output example of a borrowed document as another example of the form created by the fixed asset management apparatus 10 of the present invention. When “loan to other offices in the company” is selected from the borrowing document creation menu shown in FIG. 10A, the borrower's e-mail address, borrowing period, The reason for borrowing is input by the investigator, and after confirmation, it is printed out. The borrowed document 33 printed out is sent to the borrower and processed according to a predetermined circulation route. A message displayed at this time is shown in FIG.

  A receipt (deposit card) 34 shown in FIG. 11 (B) is output when “lending outside the company” is selected from the borrowing book creation menu shown in FIG. 10 (A). In this case, in the system, the borrower period, information on the borrower, etc. are input to the deposit form 34 by the investigator, and are printed out after confirmation. The printed deposit 34 is sent to the borrower and managed according to a predetermined process.

  FIG. 12 is a diagram showing an output example of a fixed asset disposal application form as another example of the form created by the fixed asset management apparatus 10 of the present invention, in which 35 is a fixed asset disposal application form. The fixed asset disposal application form 35 of this example is created by the form creation means 16 for the fixed assets determined by the state determination means 15 to be in the “retirement / sale” state. In this case, the department code, account, asset number, asset name, book value, etc. are acquired from the fixed asset information 11a. The investigator enters the expense-bearing department, selection of retirement / sale, cost when removal costs are incurred, the reason and effect of disposal, disposal method, and the like. The fixed asset disposal application form 35 that has been entered in these items is registered in the fixed asset management apparatus 10.

  FIG. 13 is a diagram showing an output example of a fixed asset disposal execution report as another example of the form created by the fixed asset management apparatus 10 of the present invention, in which 36 is a fixed asset disposal execution report. The fixed asset disposal execution report 36 in this example reports the fixed asset for which the fixed asset disposal application form 35 shown in FIG. 12 has been created to the management department such as accounting that manages the fixed assets from the research department in charge. When it is performed, it is created by the form creation means 16. In this case, the information to be entered in the predetermined items constituting the fixed asset disposal execution report 36 is obtained from the fixed asset disposal application 35, and the investigator also provides the date of disposal, the details of the attached evidence, etc. input. The fixed asset disposal execution report 36 for which the input to these items has been completed is registered in the fixed asset management apparatus 10, and after the approval process has been performed, the fixed asset management apparatus 10 has completed the processing to the creator and the management department. A notification e-mail is transmitted, and a series of form processing accompanying retirement / sale is completed.

  FIG. 14 is a diagram showing an output example of a name change / plate reissue request as another example of the form created by the fixed asset management apparatus 10 of the present invention. In the figure, 37 is a name change / plate reissue request. (Name change and plate reissue request form). The name change / plate reissue request 37 in this example is created by the form creation means 16 for the fixed assets that the state determination means 15 determines that the asset number unique to the fixed assets cannot be confirmed, that is, the identification plate is not present. Is done. In this case, the application department (department), the applicant name (inspector), the asset number, the asset name, and the like are acquired from the fixed asset information 11a. For example, the applicant selects and inputs the requested content such as an application for reissuing the identification plate or an application for changing the name of the fixed asset. At this time, in the case of a name change application, the name of the fixed asset to be changed is also input. The name change and plate reissue request form 37 for which the input to these items has been completed is registered in the fixed asset management apparatus 10, and after the approval process or the like has been performed, the identification plate reissue process or the A name change process is performed.

  FIG. 15 is a diagram showing an output example of a fixed asset movement report as another example of a form created by the fixed asset management apparatus 10 of the present invention, in which 38 is a fixed asset movement report. The fixed asset movement report 38 of this example is created by the form creation means 16 for the fixed assets determined by the state determination means 15 when the management department of the fixed assets is changed, that is, when the fixed assets are transferred. The In this case, the application department (department), applicant name (inspector), asset number, asset name, account code, book value, location of the transfer source, etc. are acquired from the fixed asset information 11a as transfer source information. The The applicant inputs information related to the transfer destination of the fixed asset. The fixed asset movement report 38 for which the input to these items has been completed is registered in the fixed asset management apparatus 10, and an approval process or the like is performed.

FIG. 16 is a diagram showing a configuration example of a fixed asset management system according to an embodiment of the present invention. In the figure, 40 is a business office in a company or the like, and the business office 40 is installed in the A department. A terminal device 43 is installed in a management department 42 that has terminal devices 41 ₁ , terminal devices 41 ₂ ,... Installed in the B department and manages fixed assets in an integrated manner. The fixed asset management apparatus 10 of this embodiment is connected to each terminal device 41 ₁ , 41 ₂ , 43 via a network 50. The A department and the B department are the departments that actually conduct fixed asset investigations, and the management department 42 is the department that attends the fixed asset investigations of each department. A system configuration that does not include the management department 42 may be adopted.

16, for example, investigators in A division, to access the fixed asset management apparatus 10 from the terminal device 41 _1, the various form of fixed assets for A division screen display or printout from the fixed asset management apparatus 10 Can do.

FIG. 17 is a flowchart for explaining an example of the fixed asset management method to which the present invention is applied. In addition, this example shall be demonstrated based on the structure of the fixed asset management apparatus 10 shown in FIG.
First, the fixed asset management device 10 is accessed from the terminal device used by the person in charge of the investigation, and the fixed asset information 11a to be investigated is displayed on the screen on the terminal device (step S1), and the displayed fixed asset information 11a is displayed. A corresponding survey result is input (step S2).

  Next, in the fixed asset management apparatus 10, the investigation result input from the terminal device is registered in the storage means 11 in association with the fixed asset information 11a (step S3), and the state of the fixed asset is determined based on the registered investigation result 11c. Classify (step S4). Next, it is determined whether or not the form creation processing is performed for the fixed assets classified for each state (step S5). When the form creation process is performed (in the case of YES), the form form corresponding to the state is extracted from the storage unit 11. Then, a form is created based on the extracted form form 11b and the fixed asset information 11a (step S6), and the created form is output to the terminal device (step S7). If the form creation process is not performed in step S5 (NO), the process ends.

  Next, in the terminal device, the form output from the fixed asset management apparatus 10 is displayed or printed out (step S8), and the confirmation items are input and registered in the fixed asset management apparatus 10 according to the displayed or printed form. (Step S9).

  Next, the fixed asset management apparatus 10 updates the state of the fixed asset based on the form in which the confirmation items are input from the terminal device (step S10).

  As described above, each embodiment has been described centering on each function in the fixed asset management apparatus and system of the present invention. However, the present invention is fixed as described also as a method for executing each step in the fixed asset management apparatus or system. It can take the form of an asset management method. In addition, similar to the fixed asset management apparatus or system having each of these functions, a form as a program for causing a computer to function as a fixed asset management apparatus or system, or a form as a recording medium storing the program is possible. It is.

  An embodiment of a recording medium storing a program and data for realizing the fixed asset management function according to the present invention will be described. Specifically, CD-ROM (-R / -RW), magneto-optical disk, DVD-ROM, FD, flash memory, memory card, memory stick, and other various ROM and RAM can be assumed as the recording medium. The functions of the devices or systems of the embodiments of the present invention described above are executed on these recording media by a computer, and a program for realizing the fixed asset management function is recorded and distributed, thereby realizing the function. To make it easier. Then, the recording medium as described above is mounted on an information processing apparatus such as a computer and the program is read by the information processing apparatus, or the program is stored in a storage medium provided in the information processing apparatus. By reading, the fixed asset management function according to the present invention can be executed.

It is a block diagram which shows the example of an internal structure of the information processing apparatus concerning this invention. It is a block diagram for demonstrating the internal structural example of the fixed asset management apparatus concerning one Embodiment of this invention. It is a figure shown about the example of a screen display concerning the selection process of a fixed asset list. It is a figure which shows an example of the state into which the investigation result was input into the fixed asset list shown to FIG. 3 (B). It is a figure which shows an example of the message displayed on a terminal device, when the investigation result of fixed assets is linked | related with fixed asset information, and it registers into a memory means. It is a figure which shows an example of the fixed asset information updated with the update process shown in FIG. It is a block diagram for demonstrating the internal structural example of the fixed asset management apparatus concerning other embodiment of this invention. It is a block diagram for demonstrating the internal structural example of the fixed asset management apparatus concerning other embodiment of this invention. It is the figure shown about the output example of an unknown property confirmation as an example of the form which the fixed asset management apparatus of this invention produced. It is the figure shown about the output example of a borrowed document as another example of the form which the fixed asset management apparatus of this invention produced. It is the figure shown about another output example of a borrowed document as another example of the form which the fixed asset management apparatus of this invention produced. It is the figure shown about the output example of a fixed asset disposal application as another example of the form which the fixed asset management apparatus of this invention produced. It is the figure shown about the output example of a fixed asset disposal execution report as another example of the form which the fixed asset management apparatus of this invention produced. It is the figure shown about the output example of a name change and plate reissue request as another example of the form which the fixed asset management apparatus of this invention produced. It is the figure shown about the output example of a fixed asset movement report as another example of the form which the fixed asset management apparatus of this invention produced. It is the figure which showed the structural example of the fixed asset management system which is one Embodiment of this invention. It is a flowchart for demonstrating an example of the fixed asset management method to which this invention is applied.

Explanation of symbols

DESCRIPTION OF SYMBOLS 1 ... CPU, 2 ... RAM, 3 ... ROM, 4 ... Storage device, 5 ... Input device, 6 ... Display device, 7 ... Communication device, 8 ... Output device, 9 ... System bus, 10 ... Fixed asset management device, 11 ... storage means, 11a ... fixed asset information, 11b ... form form, 11c ... investigation result, 12 ... investigation result input means, 13 ... investigation result registration means, 14 ... fixed asset classification means, 15 ... state determination means, 16 ... form Creation means, 17 ... Form output means, 18 ... Confirmation item input means, 19 ... Update means, 20 ... Output condition designation means, 21 ... Message output means, 30 ... Unknown property confirmation, 31 ... Investigation status, 32 ... Confirmation column 33 ... Borrowed letter (debt card), 34 ... Deposit letter (deposit card), 35 ... Fixed asset disposal application form, 36 ... Fixed asset disposal report, 37 ... Name change and plate reissue request form, 38 ... Fixed Asset movement report Written, 40 ... _offices, 41 1, ₄₁ 2, 43 ... terminal equipment, 42 ... management department, 50 ... network.

Claims (5)

In the fixed asset management device for managing fixed assets,
The fixed asset management apparatus stores information related to fixed assets and storage means for storing various form forms;
Survey result input means for accepting input of survey results on fixed assets for which surveys were conducted,
Investigation result registration means for registering the received fixed asset investigation result in the storage means in association with information on the fixed asset corresponding to the fixed asset;
Fixed asset classification means for classifying the state of the fixed asset on which the survey was conducted based on the registered survey results;
For the fixed assets classified by the condition, state fixed assets lending internal to other departments or external, location of fixed assets unknown state, a state in which a fixed asset is retired / sold, fixed asset-specific assets A form creation process is performed for a fixed asset that is classified into a state in which the number has not been confirmed or a state in which the management department of the fixed asset has been changed, and a form corresponding to the classified state is not registered. State determination means for determining a necessary state ;
For the fixed asset determined to be in a state that requires the form creation processing by the state determination unit, a form form corresponding to the state is extracted from the storage unit, and based on the extracted form form and information on the fixed asset A form creation means for creating a form,
A form output means for outputting the created form ;
When the location of a fixed asset is unknown, if the form is output by the form output means and the survey status is registered as being under investigation, the property with the unknown form of the form when a predetermined period has passed since the output of the form And a message output means for outputting a message for prompting to report the progress of the investigation on the unknown property of the form when the report of the survey result is not input . 2. The fixed asset management apparatus according to claim 1, wherein the message output means outputs a form by the form output means when a fixed asset is lent to another internal department or the outside, and a borrowing deadline is registered as a confirmation item. If it is, a fixed message characterized in that a message for notifying that the borrowing deadline is near for the borrowed property of the form is output at a predetermined number of days before the borrowing deadline registered in the form Asset management device. 3. The fixed asset management apparatus according to claim 1 or 2, wherein the message output means is a case where a form is output by the form output means when the fixed asset is retired / sold, and after the output of the form. When a report of disposal details for the retirement / sale property of the form is not input after a predetermined period of time has elapsed, a message for prompting to report the disposal content for the retirement / sale property of the form is output. Fixed asset management device. The program for making a computer implement | achieve the function as a fixed asset management apparatus of any one of Claims 1 thru | or 3. The computer-readable recording medium which recorded the program of Claim 4 .

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