JP7572939B2 - Form creation device, form creation method, and form creation program - Google Patents

Description

The present invention relates to a form creation device, a form creation method, and a form creation program.

Nowadays, there are many different types of document creation tasks. For example, when an order is received for a construction project, the order is entered, the items required for the construction are ordered, and the purchase information for the purchased items is entered, and various documents are created accordingly.

Patent Document 1 (JP Patent Publication 2021-015607A) discloses an information processing system that enables instant and accurate issuance of estimates at the site, such as the location of a candidate building construction project. In this information processing system, a person in charge processing control unit determines the construction content of a building renovation project, one or more products (building materials, etc.) required for the project, and the construction schedule for the project by appropriately communicating with a renovation person's terminal. The person in charge processing control unit issues an estimate for the project based on cost information previously agreed upon between the candidate construction worker for the construction content and products determined for the project. This allows estimates to be instantly and accurately issued at the site, such as the location of a candidate building construction project.

JP 2021-015607 A

However, in the past, when creating an order form, for example, a separate order form was created for each project by listing all the items for the same project on one order form. This resulted in the problem of creating documents that lacked rationality.

The present invention was made in consideration of the above-mentioned problems, and aims to provide a form creation device, a form creation method, and a form creation program that enable the creation of rational forms.

In order to solve the above-mentioned problems and achieve the object, the document creation device according to the present invention includes a display control unit that displays on a display unit a detail input screen for inputting predetermined detailed information including a project number and an order number selected from a storage unit in which a unique project number assigned to each project and an order number of each project are stored in association with each other, and a data generation unit that acquires the input detailed information and the project number and order number selected when the detailed information was inputted each time detailed information is inputted via the detail input screen, and generates document data inputted into the same document, and the display control unit displays on a display unit a detail input screen for inputting predetermined detailed information including a project number and an order number selected from a storage unit in which a unique project number assigned to each project and an order number of each project are stored in association with each other, and a data generation unit that acquires the input detailed information and the project number and order number selected when the detailed information was inputted, each time detailed information is inputted via the detail input screen, and generates document data inputted into the same document, the order line number indicating the line number in the project is displayed on the detail input screen in a state where it can be changed to a desired order line number, the data generation unit generates form data in which detail information for the same project number and order number is entered into the same form, separated by order line number, and the display form selection unit selects a desired display form from a first display form in which the project number, order number, and order line number are all hidden on the detail input screen, a second display form in which only the project number is displayed, a third display form in which the project number and order number are displayed, and a fourth display form in which the project number, order number, and order line number are all displayed, and the display control unit displays the selected display form on the detail input screen.

Further, a form creation method according to the present invention includes a display control step in which a display control unit displays on a display unit a detail input screen for inputting predetermined detailed information including a project number and an order number selected from a storage unit in which a unique project number assigned to each project and an order number of each project are stored in association with each other, and a data generation step in which, each time detailed information is input via the detail input screen, a data generation unit acquires the input detailed information and the project number and order number selected when the detailed information was input, and generates form data inputted into the same form, and in the display control step, a detailed information input screen for inputting predetermined detailed information including a project number and an order number selected from a storage unit in which a unique project number assigned to each project and an order number of each project are stored in association with each other, and ... of each project are stored in association with each other, and a detailed information input screen for inputting predetermined detailed information including a project number and an order number of each project are stored in association with each other, and a detailed information input screen for inputting predetermined detailed information the order line number indicating the line number to be input is displayed on the detail input screen in a state where it can be changed to a desired order line number, and in a data generation step, form data is generated in which detail information for the same project number and order number is entered into the same form, separated by order line number, and a display form selection step is further provided for selecting a desired display form from a first display form in which the project number, order number, and order line number are all hidden on the detail input screen, a second display form in which only the project number is displayed, a third display form in which the project number and order number are displayed, and a fourth display form in which the project number, order number, and order line number are all displayed, and in a display control step, the selected display form is displayed on the detail input screen.

Furthermore, a form creation program according to the present invention causes a computer to function as a display control unit that displays on a display unit a detail input screen for inputting predetermined detailed information including a project number and an order number selected from a storage unit in which a unique project number assigned to each project and an order number for each project are stored in association with each other, and a data generation unit that acquires the input detailed information and the project number and order number selected when the detailed information was input each time detailed information is input via the detail input screen, and generates form data inputted into the same form , and the display control unit displays a line number in the project number and order number together with the project number and order number selected from the storage unit. the order line number to be displayed is displayed on the detail input screen in a state where it can be changed to a desired order line number, the data generation unit generates form data in which detail information for the same project number and order number is entered into the same form, separated by order line number, and the computer further functions as a display form selection unit which selects a desired display form from a first display form which hides the project number, order number, and order line number on the detail input screen, a second display form which displays only the project number, a third display form which displays the project number and order number, and a fourth display form which displays all of the project number, order number, and order line number, and the display control unit displays the selected display form on the detail input screen.

The present invention has the effect of enabling the creation of rational reports.

FIG. 1 is a block diagram showing a hardware configuration of a form creation device according to an embodiment of the present invention. FIG. 2 is a flow chart showing the flow of the form creation operation of the form creation device. FIG. 3 is a diagram showing an example of basic information of a construction project used to create a form. FIG. 4 is a diagram showing an example of an order details input screen. FIG. 5 is a diagram showing an example of an order input screen. FIG. 6 is a diagram showing an example of the order data. FIG. 7 is a diagram showing an example of an order output screen. FIG. 8 is a diagram showing an example of an order form. FIG. 9 is a diagram showing an example of a purchase input details screen. FIG. 10 is a diagram showing an example of a purchase input screen. FIG. 11 is a diagram showing an example of purchase data. FIG. 12 is a diagram showing an example of a purchase entry details screen for expenses. FIG. 13 is a diagram showing an example of a purchase input screen for expenses. FIG. 14 is a diagram showing an example of expense purchase data.

Below, a detailed description is given of a form creation device 1 according to an embodiment of the present invention, with reference to the drawings. In addition, in the form creation device 1 according to the embodiment described below, an example is described in which an order is received for construction work at a specified location as a project, and forms such as order slips for items required for the construction work are created. Note that the present invention is not limited to this embodiment, and for example, the project may be a project other than construction work, and the forms created may be other forms such as order slips and purchase slips. Please refer to the following description for such other projects as well.

(Hardware configuration)
1 is a block diagram showing a hardware configuration of a form creation device 1 according to an embodiment. As the form creation device 1, in addition to a desktop personal computer, a notebook personal computer, or a tablet personal computer can be used. Also, as the form creation device 1, a PDA (Personal Digital Assistant) device or a portable information processing device such as a smartphone can be used. Such a form creation device 1 includes a storage unit 2, a control unit 3, a communication interface unit 4, and an input/output interface unit 5.

An input device 6 and an output device 7 are connected to the input/output interface unit 5. A monitor device (display unit: including a home television) can be used as the output device 7. As the input device 6, a keyboard device, a mouse device, a microphone device, and a monitor device that cooperates with a mouse device to realize a pointing device function can be used.

The storage unit 2 may be, for example, a storage device such as a ROM (Read Only Memory), a RAM (Random Access Memory), a HDD (Hard Disk Drive), or an SSD (Solid State Drive). The storage unit 2 is provided with a supplier name master 11, which is a storage area in which supplier information to be entered into the form is stored.

The storage unit 2 also stores a form creation program for controlling the form creation operation in the form creation device 1. The storage unit 2 also stores basic construction data, order header data, and order detail data that are generated by input operations of a business operator when an order for construction work is received, which are examples of a program.

The memory unit 2 also stores order header data and order detail data generated by the input operation of the business operator when placing an order for items required for construction work. The memory unit 2 also stores purchase header data and purchase detail data generated when the business operator performs purchase input for the ordered items. The memory unit 2 also stores order form data generated when printing an order form.

Moreover, as will be described in detail later, the input screen on which the business operator performs input operations for various forms displays an input field for the project number and order number as well as a selection field for the order line number. The memory unit 2 stores display format selection data that indicates the display format of the project number, order number, and order line number, either as a default setting or as set by the business operator.

(Functional configuration)
Next, the control unit 3 executes the report creation program stored in the memory unit 2, and thereby functions as a display control unit 21, an input processing unit 22, a calculation unit 23, a data generation unit 24, a display form selection unit 25, an order form creation unit 26, and an output control unit 27.

The display control unit 21 displays various forms input screens, such as an order details input screen, an order input screen, and a purchase details input screen, via the output device 7. The input processing unit 22 acquires various information input by the business operator via the input screens of such various forms. The calculation unit 23 calculates the order amount based on, for example, the order quantity and order unit price of items required for construction work. The data generation unit 24 generates data for various forms, such as the construction basic data, order header data, order details data, and order header data shown in FIG. 1, in response to the input operations of the business operator.

The display format selection unit 25 generates display format selection data indicating the display format of the project number, order number, and order line number selected by the business operator, and stores it in the memory unit 2. The order form creation unit 26 generates order form data, which is data for printing, when printing an order form for items required for construction work, and stores it in the memory unit 2. The output control unit 27 outputs the order form data to a printer device, which is an example of an output device 7, via the input/output interface unit 5, and prints the order form.

(Form creation operation)
Next, the operation of creating various forms in the form creation device 1 of the embodiment will be described. The flowchart in Fig. 2 shows the flow of the operation of creating various forms. In this flowchart, when a construction job is received, the business operator first inputs basic information about the received construction job via the input device 6 (step S1).

Figure 3 shows an example of basic information for a construction project entered by a business operator. Of these, Figure 3(a) shows an example of basic construction information, Figure 3(b) shows an example of order header data, and Figure 3(c) shows an example of order detail data. The basic construction information, order header data, and order detail data shown in Figures 3(a) to 3(c) are associated with each other and stored in the memory unit 2.

As shown in FIG. 3(a), basic construction information is generated including the project number (PJ number), which is a unique number assigned to each construction order, the construction project name, the direct/indirect division, and the construction location. For the construction project name, a name such as "Tokyo Station Improvement Project" or "Shinjuku Station Improvement Project" is input. For the construction location, the address of the construction site, such as "Yaesu, Chuo-ku, Tokyo" or "Nishi-Shinjuku, Shinjuku-ku, Tokyo" is input.

"Direct/indirect classification" is information that indicates the classification of "direct", which is used for construction work that generates sales, and "indirect", which is assigned to projects to associate costs that are not directly related to sales, such as departmental expenses. The above-mentioned "Tokyo Station Improvement Work" and "Shinjuku Station Improvement Work" are construction works that generate sales, so the "direct/indirect classification" is entered for each. In addition, each construction work that is assigned the "direct" direct/indirect classification is assigned a unique project number for the "direct" direct/indirect classification, such as "PJ001" or "PJ002".

In contrast, the "Tokyo Branch Indirect Expenses" shown in Figure 3(a) is classified as "indirect" because no sales are generated, and a unique project number such as "PJK01" is assigned for the "indirect" direct/indirect classification. Furthermore, the order header data and order detail data shown below are not created for projects classified as "indirect."

As shown in Figure 3(b), the order header data is generated including the PJ number, order number, and construction project name. Even if the project has the same PJ number "PJ001", for example, the "construction work portion of the Tokyo Station improvement work" can be assigned the order number "JU001" and the "electrical equipment portion of the Tokyo Station improvement work" can be assigned the order number "JU002", and managed separately. This allows separate management of order numbers, even if the construction site has the same project number "PJ001", and a contract is made with a customer for construction work, electrical equipment work, etc.

As shown in FIG. 3(c), the order detail data is generated including the PJ number, order number, order line number, expected sales date, and order amount. Even for construction projects with the same PJ number and order number, it is possible to separate the order line numbers. Specifically, as shown in FIG. 3(c), for a construction project with the PJ number "PJ001" and the order number "JU001", the order amount of "2,000,000 yen" with the expected sales date of "August 31, 2021" can be assigned the order line number "001", and the order amount of "900,000 yen" with the expected sales date of "September 30, 2021" can be assigned the order line number "002". This makes it possible to manage the order amounts for the same construction project by month, for example.

Next, when the basic information of the construction work is input in this manner, it becomes possible to create a rational ledger. That is, when the basic information of the construction work is input, in step S2 of the flowchart in FIG. 2, the input processing unit 22 monitors whether or not an input instruction operation has been performed on the ledger. When the input processing unit 22 detects an input instruction operation on the ledger, in step S3, the display control unit 21 refers to the display form selection data stored in the memory unit 2. Then, the display control unit 21 displays, via the output device 7, an order details screen including the project number, order number, and order line number, which are the display form indicated by the display form selection data.

Specifically, the display format for the project number, order number, and order line number can be selected from among the display format "Do not initially display project number, order number, and order line number", "Initially display only the project number", "Initially display project number and order number", and "Initially display project number, order number, and order line number". The display format "Initially display project number, order number, and order line number" is set as the default setting.

Of these display forms, display form selection data indicating the default display form or the display form selected by the business operator is stored in the storage unit by the display form selection unit 25. The display control unit 21 displays the project number, order number, and order line number on the order details screen in the display form indicated by this display form selection data.

Figure 4 shows an example of an order details input screen displayed by the display control unit 21 when the business operator performs an input operation to order items required for construction work. Based on the basic information about the construction work shown in Figure 3, the business operator selects the construction work (project) for which an order for purchased goods is to be placed. As shown in Figure 4, the display control unit 21 displays the order details input screen on which the project number, order number, and order line number of the construction work selected by the business operator have been input.

The example in Figure 4 is an example in which the construction with PJ number "PJ001" from the basic information of the construction shown in Figure 3 has been selected as the construction for which details of purchased goods are to be entered. This example in Figure 4 is an example in which the display form selection data described above is set to "Initially display project number, order number, and order line number." In this case, the display control unit 21 refers to the order detail data shown in Figure 3(c) and displays an order detail input screen on which the order number "JU001" associated with the PJ number "PJ001" and the order line number "001" have been entered, along with the PJ number "PJ001."

As shown in FIG. 3(c), the order number "JU001" is associated with the order line numbers "001" and "002". When multiple order line numbers are associated with an order number in this way, as an example, the display control unit 21 displays the first order line number "001" by default. Note that an order line number designated in advance by the business operator may also be displayed.

The order line number displayed by default can be selected by the business operator using a pull-down menu. That is, in this example, the order line numbers "001" and "002" are associated with the order number "JU001." Therefore, the display control unit 21 displays the order line numbers "001" and "002" in a pull-down menu. The business operator selects the desired order line number from the pull-down menu. Figure 4 shows an example in which the order line number "001" has been selected by the business operator.

In this way, by displaying the order details input screen with the PJ number and order number entered, it is possible to display the order details input screen for the construction work indicated by the PJ number and order number. In addition, the order line numbers "001" and "002" mentioned above can be used to specify different order line numbers for construction work with the same order number. For this reason, for example, the order line numbers "001" and "002" for "PJ001" and "JU001" can be used separately for details for which contracts with customers are made together but sales months are different. This makes it possible to manage costs by sales month, for example. In this case, when transferring completion, it is sufficient to transfer only the work content for the sales month appropriately.

The display control unit 21 also displays the order line number, purchase product name, order quantity, order price, and order amount (total amount) on the order details input screen along with the project number, order number, and order line number.

The example in Figure 4 is an example of an order details input screen with an order line number of "1" assigned to the order details input screen. The example in Figure 4 also shows an example in which "Lighting Fixture A" with an order unit price of "2,000 yen" and an order quantity of "100 units" are specified as the purchased item required for construction work. When the order unit price and order quantity of the purchased item are specified in this way, the calculation unit 23 shown in Figure 1 calculates the order amount by calculating "order unit price x order quantity". The display control unit 21 displays the calculated order amount on the order details input screen. In this example, the order amount of "200,000 yen" is displayed as "2,000 yen x 100 units".

Next, the display control unit 21 displays an input confirmation button on this order details input screen, which is a button on which the word "Confirm" is displayed as shown in FIG. 4. When the business operator confirms the order for the specified purchased product via this order details input screen, he or she operates the confirmation button. In step S4 of the flowchart in FIG. 2, the input processing unit 22 monitors whether or not the confirmation button has been operated. When the input processing unit 22 detects that the confirmation button has been operated, the process proceeds to step S5.

In step S5, since the operation of the Confirm button is detected, the display control unit 21 displays a list of the details of the purchased product specified on the order details input screen on which the Confirm button was operated, on the order input screen illustrated in FIG. 5.

Figure 5 is an example of an order input screen for a project number of "PJ001", an order number of "JU001", and an order line number of "001". As shown in Figure 5, the display control unit 21 displays the order date, supplier, project name, and construction site on the order input screen along with the project number, order number, and order line number described above.

The display control unit 21 obtains and displays the current date as the order date, or displays the date entered by the business operator. The display control unit 21 also displays, as the supplier, the supplier selected by the business operator from among the suppliers registered in the supplier master 11 shown in FIG. 1. The example in FIG. 5 is an example in which "Tokyo Construction" with the supplier number "TKY001" was selected as the supplier by the business operator.

The display control unit 21 refers to the order header data shown in FIG. 3(b) to obtain the construction project name corresponding to the PJ number and order number displayed on the order input screen, and displays it on the order input screen. Similarly, the display control unit 21 refers to the basic construction information shown in FIG. 3(a) to obtain the construction location corresponding to the PJ number displayed on the order input screen, and displays it on the order input screen. The example in FIG. 5 is an example in which the PJ number of "PJ001", the order number of "JU001", and the order line number of "001" are displayed.

Furthermore, each time an order is confirmed on the order details input screen shown in FIG. 4, the display control unit 21 adds a row and displays the details of each purchased item on the order input screen, thereby displaying a list of each purchased item on the order input screen. The example in FIG. 5 is a list of details for the "Tokyo Station Improvement Works - Construction Work". Of these, "Lighting Fixture A", "Lighting Fixture B", and "Cable A" are purchased items ordered for use in the "Tokyo Station Improvement Works - Construction Works".

In contrast, "Cable B" has an order number of "JU002", and is therefore a purchased product ordered for use in the "Tokyo Station Improvement Works - Electrical Equipment" construction project, as shown in Figure 3(b). Similarly, the purchased product with project number "PJ002" and order number "JU003" is a purchased product ordered for the "Shinjuku Improvement Works", as shown in Figure 3(b). Furthermore, "Trolley" with project number "PJK01" is a purchased product with an "indirect" direct/indirect cost classification, which means it is a cost that is not directly related to sales, as shown in Figure 3(a).

In this way, in the form creation device 1 of the embodiment, the business operator specifies the desired construction work from the basic construction work information shown in FIG. 3 and places an order for the purchased product. This makes it possible to include purchased products for different construction works on a single order input screen.

Next, the display control unit 21 displays a registration button on the order entry screen shown in FIG. 5, which is a button displaying the word "Register" to specify the registration of the details of the purchased goods entered by the business operator. When the business operator wants to register the details of the purchased goods listed on such an order entry screen, he or she operates the registration button. In step S6 of the flowchart in FIG. 2, the input processing unit 22 monitors whether or not the registration button has been operated. When the input processing unit 22 detects that the registration button has been operated, the process proceeds to step S7.

If the business operator subsequently wishes to place an order for purchased goods for the desired construction work, he or she again selects the display of the order details input screen shown in FIG. 4. In step S9 of the flowchart in FIG. 2, the input processing unit 22 monitors whether or not such a selection operation for displaying the order details input screen has been performed. If a selection operation for displaying the order details input screen is detected in step S9 (step S9: Yes), processing returns to step S3, and the display control unit 21 again displays the order details input screen shown in FIG. 4. This allows the business operator to continue entering an order for purchased goods for the desired construction work.

Next, when the operation of the register button is detected and the process proceeds to step S7, the data generation unit 24 generates the order data shown in FIG. 6 based on the various data entered on the order input screen, and stores (registers) it in the storage unit 2. The order data is composed of the order header data and order detail data shown in FIG. 6(a).

The order header data shown in FIG. 6(a) includes the order number, order date, supplier code, project number, order number, order line number, and order amount. Of these, the order number "HC001" is automatically assigned and added. The order date, supplier code, project number, order number, and order line number are obtained by the data generation unit 24 from the order input screen. The example in FIG. 6(a) is an example in which the data generation unit 24 generates order header data by obtaining "July 1, 2021" as the order date, "TKY001" as the supplier code, "P001" as the project number, "JU001" as the order number, and "001" as the order line number from the order input screen.

The calculation unit 23 also calculates the total order amount by adding up the order amounts of each item listed on the order input screen. In the example of FIG. 5, "1,990,000 yen" is calculated as the total order amount. The data generation unit 24 obtains the total order amount of each item and inputs it into the order amount of the order header data shown in FIG. 6(a).

The order detail data shown in FIG. 6(b) is generated including the order number, and the order line number, purchased product name, project number, order number, order line number, order quantity, order price, and order amount corresponding to the details of each purchased product listed on the order input screen. In the example of FIG. 6(b), the order number is "HC001". This order number "HC001" is associated with details such as the project number, order quantity, and order amount of each purchased product such as lighting fixture A and cable B, and is registered in the memory unit 2. In addition, costs can be associated with construction work with a direct/indirect classification of "indirect," such as "cart" with project number "PJK01."

Next, once such order data has been registered, it becomes possible to output (print) the order form. When the business operator specifies output of the order form, the display control unit 21 displays an order output screen including input fields for the order number, order date, and supplier as input fields for extraction conditions, as illustrated in FIG. 7. The business operator inputs extraction conditions for specifying the order form to be output in the input fields for extraction conditions. The example in FIG. 7 shows an example in which the business operator inputs the order number "HC001" as an extraction condition.

The business operator specifies the extraction conditions in this way and operates the output button on the order output screen shown in FIG. 7. In step S8 of the flowchart in FIG. 2, the input processing unit 22 monitors whether the output button on the order output screen shown in FIG. 7 has been operated. When the input processing unit 22 detects operation of the output button, in step S10, the order form creation unit 26 generates order form data based on the ordering data shown in FIG. 6 and stores it in the memory unit 2. The output control unit 27 then reads out the order form data from the memory unit 2 and transmits it to the output device 7 via the input/output interface unit 5. This causes the order form to be printed.

Figure 8 is a diagram showing an example of an order form. The order form shown in Figure 8 corresponds to the order form data generated based on the order data for the order number "HC001" shown in Figure 6. As shown in Figure 8, the order form prints the supplier, such as "To Tokyo Construction," the order date, the order number, the order amount, the project number, such as "PJ001-JU001-001," the order number, the order line number, and the delivery destination, such as "Yaesu, Chuo-ku, Tokyo."

The order form creation unit 26 acquires the delivery destination by referring to the basic construction information shown in FIG. 3(a) based on the PJ number "PJ001" included in the order header data shown in FIG. 6. When the order form creation unit 26 acquires the construction location "Yaesu, Chuo-ku, Tokyo" based on the PJ number "PJ001", it generates the above-mentioned order form data with this as the delivery destination. As a result, when the order form is printed, the construction location "Yaesu, Chuo-ku, Tokyo" is printed as the delivery destination.

In addition, a list of details for lighting fixture A, lighting fixture B, cable B, dolly, etc. is printed on the order form. As described above, in the case of the form creation device 1 of the embodiment, the desired work can be specified based on the basic information for the work shown in Figure 3, details can be created, and this can be ordered on a single order form. In other words, even if the details for the work are other than the PJ number in the order header data shown in Figure 6, the details can be specified on a single order form using the PJ number, order number, and order line number. This makes it possible to create a streamlined order form that includes details for multiple works on a single order form.

If the purchased products for the "Tokyo Station Improvement Works - Construction Work" and "Tokyo Station Improvement Works - Electrical Equipment" shown in Figure 3(b) are specified on a single order form with the delivery destination being "Yaesu, Chuo-ku, Tokyo" shown in Figure 3(a), the purchased products will be transported together to the delivery destination of "Yaesu, Chuo-ku, Tokyo." In this case, since the purchased products are all for the same "Tokyo Station Improvement Works," when they are delivered, some of the purchased products will be transported to the construction site for the "Tokyo Station Improvement Works - Construction Work" and the other purchased products will be transported to the construction site for the "Tokyo Station Improvement Works - Electrical Equipment."

(Other report creation operations)
Next, the operation of creating a purchase entry statement will be described. When a purchase entry is designated by the business operator, the display control unit 21 refers to the order data shown in Fig. 6 and displays a purchase entry statement screen shown in Fig. 9. Fig. 9 is a display example of the purchase entry screen corresponding to lighting fixture A.

As shown in this FIG. 9, the display control unit 21 refers to the order data shown in FIG. 6 to display the PJ number "PJ001" corresponding to the purchased product "Lighting fixture A", the order number "JU001", the order line number "001", the purchase price "2000 yen", the purchase amount "200000 yen", and the purchase quantity "100 units" on the purchase input details screen. Of these, only the purchase quantity can be changed. For example, when making partial deliveries, partial deliveries can be accommodated by changing this purchase number. When changing items other than the purchase quantity, corrections are made from the order data. Based on this purchase input details screen, the business operator basically confirms the purchase quantity and purchase amount of the purchased product, and operates the "Confirm button" on which the word "Confirm" is displayed as shown in FIG. 9.

When this Confirm button is operated, the display control unit 21 displays details of the confirmed purchased item on the purchase input screen shown in FIG. 10. In this way, by operating the Confirm button each time a purchased item is confirmed on the purchase input details screen, the confirmed details of the purchased item are displayed in a list on the purchase input screen as shown in FIG. 10. Note that on the purchase input screen shown in FIG. 10, the purchase date is registered during purchase input, and other items become the contents of the order data and cannot be changed. If items other than the purchase date need to be changed, they are corrected from the order data.

When registering details of purchased goods confirmed on such a purchase input screen, the business operator operates the registration button displayed with the word "Register" as shown in FIG. 10. When the registration button is operated, the data generation unit 24 generates the purchase data shown in FIG. 11 and stores it in the memory unit 2. The purchase data includes the purchase header data shown in FIG. 11(a) and the purchase detail data shown in FIG. 11(b).

The purchase header data shown in FIG. 11(a) is formed by adding the purchase date, supplier, project number, order number, order line number, and purchase amount to a purchase number such as "SI001". The purchase detail data shown in FIG. 11(b) is formed by associating the purchase line number, purchase product name, project number, order number, order line number, purchase quantity, purchase price, and purchase amount of each purchased item listed on the purchase input screen shown in FIG. 10 with a purchase number such as "SI001".

(Expense purchase entry operation)
Next, when inputting purchases for expenses, the same applies: when the business operator specifies purchase input, the display control unit 21 refers to the order data shown in Fig. 6 and displays the purchase input details screen shown in Fig. 12. Fig. 12 is a display example of the purchase input details screen for "water."

As shown in FIG. 12, the display control unit 21 refers to the order data shown in FIG. 6 to display on the purchase input details screen the PJ number "PJ001" corresponding to the purchased product "water", the order number "JU001", the order line number "001", the purchase price "20 yen", the purchase amount "2000 yen", and the purchase quantity "100 units". Based on this purchase input details screen, the business operator confirms the purchase quantity and purchase amount of the purchased product to be expensed, and operates the "Confirm" button, which displays the word "Confirm" as shown in FIG. 12.

When this Confirm button is operated, the display control unit 21 displays details of the confirmed purchased item on the purchase input screen shown in FIG. 13. In this way, when the Confirm button is operated each time a purchased item is confirmed on the purchase input details screen, details of the confirmed purchased item are displayed in a list on the purchase input screen as shown in FIG. 13.

When registering details of purchased goods confirmed on such a purchase input screen, the business operator operates the registration button displayed with the word "Register" as shown in FIG. 13. When the registration button is operated, the data generation unit 24 generates the expense purchase data shown in FIG. 14 and stores it in the memory unit 2. The expense purchase data also includes the purchase header data shown in FIG. 14(a) and the purchase detail data shown in FIG. 14(b).

The purchase header data shown in FIG. 14(a) is formed by adding the purchase date, supplier, project number, order number, order line number, and purchase amount to a purchase number such as "SI002". The purchase detail data shown in FIG. 14(b) is formed by associating the purchase line number, purchase product name, project number, order number, order line number, purchase quantity, purchase price, and purchase amount of each purchased item listed on the purchase input screen shown in FIG. 13 with a purchase number such as "SI002".

(Effects of the embodiment)
As is clear from the above description, the form creation device 1 of the embodiment can specify a project (construction) on a detail basis when creating a form for order entry, purchase entry, etc. This makes it possible to create a rational form as described below.

(Refining cost management)
When it is desired to avoid dividing orders by project, orders for each project may be consolidated into an order for a single project. In this case, there is a problem that cost management becomes rough. However, in the case of the form creation device 1 according to the embodiment, the incurred costs can be associated with the appropriate project, so that cost management can be refined.

In other words, because the project number - order number - order line number can be managed for each item in three hierarchies, each hierarchical level can be specified on a line-item basis even within the same purchase order, allowing for more precise cost management.

(Early understanding of cost management)
Also, when it is desired to avoid dividing orders by project, a known practice is to temporarily associate the costs with the desired projects, and then later transfer the costs to the appropriate projects (cost transfer work). When this practice is performed, the costs remain associated with one of the projects from the time of recording the purchases until the cost transfer work is completed, and there is a problem that it is difficult to accurately grasp the costs until the cost transfer work is performed (a time lag occurs before the costs are grasped).

However, in the case of the embodiment of the document creation device 1, the details of multiple projects can be consolidated into a single order form. This makes it possible to grasp the cost accurately and quickly.

(Improved efficiency of slip entry processing)
In addition, whereas in the past purchase orders were entered separately, the document creation device 1 of the embodiment can associate different projects (construction works) with multiple details in a single purchase order, thereby reducing the time required to enter purchase order documents and improving the efficiency of the document entry process.

(Savings on stamp duty)
In addition, under Japan's Stamp Tax Act, a stamp duty is incurred for invoices with an order amount exceeding 10,000 yen; however, by consolidating the details of multiple projects onto a single order form, stamp duty can be saved.

[Contribution to the United Nations-led Sustainable Development Goals (SDGs)]
This embodiment can contribute to improving business efficiency and promoting appropriate management decisions by companies, thereby making it possible to contribute to goals 8 and 9 of the SDGs.

In addition, this embodiment can contribute to reducing waste and promoting paperless and electronic systems, which can contribute to the achievement of SDGs goals 12, 13, and 15.

In addition, this embodiment can contribute to strengthening control and governance, making it possible to contribute to Goal 16 of the SDGs.

[Other embodiments]
The present invention may be embodied in various different embodiments other than those described above within the scope of the technical concept set forth in the claims.

For example, among the processes described in the embodiments, all or part of the processes described as being performed automatically can be performed manually, or all or part of the processes described as being performed manually can be performed automatically using a known method.

In addition, the processing procedures, control procedures, specific names, registered data for each process, information including search conditions and other parameters, screen examples, and database configurations shown in this specification and drawings may be changed as desired unless otherwise specified.

In addition, with regard to the document creation device 1, each component shown in the figure is a functional concept, and does not necessarily have to be physically configured as shown in the figure.

For example, the processing functions of the document creation device 1, particularly the control unit 3 and each processing function performed by the control unit 3, may be realized in whole or in part by a CPU (Central Processing Unit) and a program interpreted and executed by the CPU, or may be realized as hardware using wired logic. The program is recorded on a non-transient computer-readable recording medium that contains programmed instructions for causing the information processing device to execute the processes described in this embodiment, and is mechanically read by the document creation device 1 as necessary. That is, a computer program is recorded in a storage unit such as a ROM or HDD to work with the OS to give instructions to the CPU and perform various processes. This computer program is executed by being loaded into RAM, and works with the CPU to form the control unit 3.

In addition, the form creation program of this form creation device 1 may be stored in another server device connected to the form creation device 1 via any network, and it is also possible to download all or part of it as necessary.

The form creation program for executing the processes described in this embodiment may be stored in a non-transient computer-readable recording medium, or may be configured as a program product. Here, the term "recording medium" includes any "portable physical medium" such as a memory card, a Universal Serial Bus (USB) memory, a Secure Digital (SD) card, a flexible disk, a magneto-optical disk, a ROM, an Erasable Programmable Read Only Memory (EPROM), an Electrically Erasable and Programmable Read Only Memory (EEPROM (registered trademark)), a Compact Disk Read Only Memory (CD-ROM), a Magneto-Optical Disk (MO), a Digital Versatile Disk (DVD), and a Blu-ray (registered trademark) Disc.

A "program" is a data processing method written in any language or description method, and may be in any format, such as source code or binary code. Note that a "program" is not necessarily limited to a single structure, but also includes a structure that is distributed as multiple modules or libraries, or a structure that achieves its function by working with a separate program, such as an OS. Note that well-known structures and procedures can be used for the specific structure and reading procedure for reading a recording medium in the form creation device 1 shown in the embodiment, as well as the installation procedure after reading.

The memory unit 2 is a storage means such as a memory device such as RAM or ROM, a fixed disk device such as a hard disk, a flexible disk, or an optical disk, and stores various programs, tables, databases, and web page files used for various processes and providing websites.

The report creation device 1 may be configured as an information processing device such as a known personal computer device or a workstation, or may be configured as an information processing device to which any peripheral device is connected. The information processing device may also be realized by implementing software (including programs or data, etc.) that realizes the processing described in this embodiment.

Furthermore, the specific form of distribution and integration of the devices is not limited to that shown in the figures, and all or part of them can be functionally or physically distributed and integrated in any unit depending on various additions or function additions. In other words, the above-mentioned embodiments can be implemented in any combination, or the embodiments can be implemented selectively.

This invention is useful for creating reports.

REFERENCE SIGNS LIST 1 Form creation device 2 Storage unit 3 Control unit 4 Communication interface unit 5 Input/output interface unit 6 Input device 7 Output device 11 Supplier name master 21 Display control unit 22 Input processing unit 23 Calculation unit 24 Data generation unit 25 Display form selection unit 26 Order form creation unit 27 Output control unit

Claims (3)

a display control unit that displays on a display unit a detail input screen for inputting specific detail information including a unique project number assigned to each project and an order number selected from a storage unit in which the unique project number and the order number of each project are stored in association with each other;
a data generating unit that, each time the detailed information is input via the detailed input screen, acquires the input detailed information, and the project number and the order number selected when the detailed information is input , and generates form data that are input into the same form;
the display control unit displays, on the detail input screen, the project number and the order number selected from the storage unit, an order line number indicating a line number in the project number and the order number, in a state in which the order line number can be changed to a desired order line number;
the data generation unit generates the form data by inputting the detailed information of the same project number and the same order number into the same form, the detailed information being divided by the order line number;
a display form selection unit for selecting a desired display form from among a first display form in which the project number, the order number, and the order line number are all hidden on the detail input screen, a second display form in which only the project number is displayed, a third display form in which the project number and the order number are displayed, and a fourth display form in which the project number, the order number, and the order line number are all displayed,
The display control unit displays the selected display mode on the detail input screen.
A document creation device comprising: a display control step in which a display control unit displays on a display unit a detail input screen for inputting predetermined detail information including a unique project number assigned to each project and an order number selected from a storage unit in which the project number and the order number of each project are stored in association with each other;
a data generation step in which, each time the detailed information is input via the detailed input screen, a data generation unit acquires the input detailed information, and the project number and the order number selected when the detailed information is input , and generates form data by inputting the acquired detailed information into the same form;
In the display control step, an order line number indicating a line number in the project number and the order number selected from the storage unit is displayed on the detail input screen in a state in which the order line number can be changed to a desired order line number, together with the project number and the order number selected from the storage unit,
In the data generation step, the detailed information of the same project number and the same order number is divided by the order line number and input into the same form to generate the form data;
a display form selection step for selecting a desired display form from a first display form in which the project number, the order number, and the order line number are all hidden on the detail input screen, a second display form in which only the project number is displayed, a third display form in which the project number and the order number are displayed, and a fourth display form in which the project number, the order number, and the order line number are all displayed,
In the display control step, the selected display mode is displayed on the detail input screen.
A method for creating a form, comprising : Computer,
a display control unit that displays on a display unit a detail input screen for inputting specific detail information including a unique project number assigned to each project and an order number selected from a storage unit in which the unique project number and the order number of each project are stored in association with each other;
functioning as a data generating unit which, each time the detailed information is input via the detailed input screen, acquires the input detailed information, and the project number and the order number selected when the detailed information is input, and generates form data input into the same form;
the display control unit displays, on the detail input screen, the project number and the order number selected from the storage unit, an order line number indicating a line number in the project number and the order number, in a state in which the order line number can be changed to a desired order line number;
the data generation unit generates the form data by inputting the detailed information of the same project number and the same order number into the same form, the detailed information being separated by the order line number;
making the computer further function as a display form selection unit which selects a desired display form from among a first display form in which the project number, the order number, and the order line number are all hidden on the detail input screen, a second display form in which only the project number is displayed, a third display form in which the project number and the order number are displayed, and a fourth display form in which the project number, the order number, and the order line number are all displayed,
The display control unit displays the selected display mode on the detail input screen.
A report creation program characterized by the above.

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