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CN112488816A - Method for sharing invoice information between collaborative management system and project management system - Google Patents

Method for sharing invoice information between collaborative management system and project management system Download PDF

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Publication number
CN112488816A
CN112488816A CN202011361813.5A CN202011361813A CN112488816A CN 112488816 A CN112488816 A CN 112488816A CN 202011361813 A CN202011361813 A CN 202011361813A CN 112488816 A CN112488816 A CN 112488816A
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invoice
management system
user
project management
collaborative
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马瑞瑞
葛新
李琳
赵玉良
李楠
师炜
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Xian Thermal Power Research Institute Co Ltd
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    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/12—Accounting
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00—Commerce
    • G06Q30/04—Billing or invoicing

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Abstract

在协同管理系统与项目管理系统间发票信息化共享的方法，包括以下步骤：一、首先基于协同管理系统和项目管理系统，用户登录所述项目管理系统，在功能点新建单据，触发发票共享接口，发送至所述协同管理系统；二、根据用户名将该用户个人票夹中使用状态为“可用”状态的发票数据集组成的json数据包，返回给所述发票共享接口；三、对获取到的json数据包进行解析，形成发票列表供用户选择使用；四、用户选择所需发票，发票数据被写入所述项目管理系统，五、用户在所述项目管理系统中，在单据中通过点击“查看发票”按钮查看该发票的影像图片；本发明实现了异构数据库的协同管理系统与项目管理系统间发票的信息化共享，提高了工作效率。

Figure 202011361813

The method for sharing invoice information between the collaborative management system and the project management system includes the following steps: 1. First, based on the collaborative management system and the project management system, the user logs in to the project management system, creates a new document at the function point, and triggers the invoice sharing interface , and send it to the collaborative management system; 2. According to the user name, the json data package composed of the invoice data set with the status of "available" in the user's personal ticket folder is returned to the invoice sharing interface; The json data package is parsed to form an invoice list for the user to choose and use; 4. The user selects the required invoice, and the invoice data is written into the project management system. Fifth, the user clicks in the document in the project management system The "View Invoice" button can view the image picture of the invoice; the invention realizes the information sharing of the invoice between the collaborative management system of the heterogeneous database and the project management system, and improves the work efficiency.

Figure 202011361813

Description

Method for sharing invoice information between collaborative management system and project management system
Technical Field
The invention relates to the technical field of invoice informatization sharing, in particular to a method for issuing invoice informatization sharing between a collaborative management system and a project management system.
Background
With the continuous development of business, more and more paper invoices and documents need to be processed by financial staff. Financial staff not only need to check the document, still need the manual invoice true and false of verifying, check whether the invoice is repeated to be posted. Meanwhile, the work load of inputting the invoice by business personnel is large, and mistakes are easy to make. The existing situation can not realize the electronization and informatization management of the original financial voucher, and the aims of integrating, controlling and permanently tracing the business process and the financial settlement process are realized.
Disclosure of Invention
Aiming at the problems in the prior art, the invention aims to provide a method for sharing invoice information between a collaborative management system and a project management system, which is used for solving the problems that enterprises with the collaborative management system and the project management system are built, the original platform is used for realizing the information sharing of invoices between the systems, the repeated account reporting of the same invoice is avoided, the invoice input efficiency and accuracy are improved, the integration and the control of a business process and a financial settlement process are realized, and meanwhile, the shared invoice can be checked in the project management system in an image mode, so that the aim of permanently tracing the original certificate is fulfilled.
In order to achieve the purpose, the invention is realized by adopting the following scheme:
the method for sharing the invoice information between the collaborative management system and the project management system comprises the following steps:
firstly, based on a collaborative management system and a project management system, a user logs in the project management system, and creates new documents at four functional points of purchase contract invoice registration, other invoice registration, sporadic payment by ticket and bid-winning service fee invoice, and triggers an invoice sharing interface, specifically: clicking a + new invoice' button in a receipt detail tab, calling an invoice sharing interface method GetInvoiceList adopting a Restful mode, taking a user name as a parameter of the method, adding token information into a header file at the same time, verifying the legality of the user, and sending the user information to the cooperative management system;
after verifying the validity of the user, the cooperative management system returns a json data packet consisting of invoice data sets in an available state in the personal ticket holder of the user to the invoice sharing interface according to the name of the user;
thirdly, the item management system analyzes the obtained json data packet to form an invoice list for the user to select and use;
fourthly, the user selects the required invoice, the invoice data is written into the project management system, and the use state of the invoice in the user personal wallet in the collaborative management system is updated to be used;
and fifthly, in the project management system, the user clicks an invoice checking button in the document to check the image picture of the invoice.
The invention has the advantages that: the information sharing of invoices between the collaborative management system of the heterogeneous database and the project management system is realized. And (3) interacting by adopting an interface based on a Restful mode, and placing the parameters and token-based identity verification into the text of the header file to ensure the program safety. And the processing result is returned in real time, so that the same invoice can not be used in two systems at the same time. Meanwhile, the selectable invoice list is filtered through the name of the invoicing party of the current business document, so that the selection workload of the user is reduced, and the working efficiency is further improved.
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FIG. 1 is a schematic flow chart of the method of the present invention.
FIG. 2 is a timing diagram of the method of the present invention.
Detailed Description
The invention is further explained below with reference to the drawings and the embodiments.
As shown in fig. 1 and fig. 2, the method for sharing tickets between a collaborative management system and a project management system in an informationized manner includes the following steps:
firstly, based on a collaborative management system and a project management system, a user logs in the project management system, and creates new documents at four functional points of purchase contract invoice registration, other invoice registration, sporadic payment by ticket and bid-winning service fee invoice, and triggers an invoice sharing interface, specifically: clicking a + new invoice' button in a receipt detail tab, calling an invoice sharing interface method GetInvoiceList adopting a Restful mode, taking a user name as a parameter of the method, adding token information into a header file at the same time, verifying the legality of the user, and sending the user information to the cooperative management system;
after verifying the validity of the user, the cooperative management system returns a json data packet consisting of invoice data sets in an available state in the personal ticket folder of the user to the invoice sharing interface according to the name of the user, and specifically comprises the following steps:
s21, the cooperative management system verifies the user validity according to token information to obtain a parameter, namely a user name;
s22, acquiring the personal ticket folder data set of the user according to the user name;
s23, acquiring invoice data with an invoice status of available to form a json data packet, calling an invoice sharing interface POST method, and pushing an invoice data set to the project management system, wherein the specific pushing parameters comprise: user name, invoicing party, invoice id, invoice number, invoice date, invoice amount, tax rate and tax free amount.
Thirdly, the project management system analyzes the obtained json data packet to form an invoice list for the user to select, and the specific steps comprise:
s31, the project management system analyzes the obtained json data packet; filtering out a related invoice data set of the invoicing party according to the name of the invoicing party on the user document;
and S32, converting the data into a data form required by the project management system, and forming an invoice list in the project management system for the user to select.
Fourthly, the user selects the required invoice, the invoice data is written into the project management system, and the use state of the invoice in the user personal ticket folder in the collaborative management system is updated to be used, which specifically comprises the following steps:
s41: the user selects the required invoice, the invoice data is written into the project management system, and the written data comprises: invoicing party, invoice id, invoice number, invoice date, invoice amount, tax rate and tax-free amount;
s42: calling an UpdateInvoiceStatus interface method, and sending an invoice id and an invoice number serving as parameters to the cooperative management system;
s43: the collaborative management system searches the invoice according to the incoming invoice id, calls an invoice occupation process, and updates the use state of the interface transmission invoice to be used;
s44: if the invoice is selected wrongly, deleting, clicking a deletion button of the project management system, deleting the line of data by the system, calling an UpdateInvoisoceStatus interface method, and sending the invoice number serving as a parameter to the cooperative management system;
s45: the collaborative management system finds the invoice according to the incoming invoice id, and the interface transmits the update of the invoice use state to be available.
Fifthly, in the project management system, the user checks the image picture of the invoice by clicking an invoice check button in the document, and the specific steps comprise:
s51: a user calls a GetInvoceRemoteImage interface method by clicking an invoice viewing button in the project management system, and sends an invoice id and an invoice number to the collaborative management system;
s52: the collaborative management system finds the invoice according to the invoice id and returns the object flow of the invoice picture to the client;
s53: and the project management system receives the invoice picture object stream, reads the invoice object stream, and restores the invoice object stream into a picture image for display.

Claims (5)

1.在协同管理系统与项目管理系统间发票信息化共享的方法，其特征在于，包括以下步骤：1. a method for sharing invoice information between a collaborative management system and a project management system, characterized in that it comprises the following steps: 一、首先基于协同管理系统和项目管理系统，用户登录所述项目管理系统，在采购合同发票登记、其他发票登记、凭票零星付款、中标服务费发票四个功能点新建单据，触发发票共享接口，具体为：点击单据明细页签中“+新建发票”按钮，调用采用Restful方式的发票共享接口方法GetInvoiceList，将用户名作为该方法的参数，同时将token信息加到头文件里面，用于验证用户的合法性，发送至所述协同管理系统；1. First, based on the collaborative management system and the project management system, the user logs in to the project management system, creates a new document in the four function points of purchase contract invoice registration, other invoice registration, sporadic payment by invoice, and bid-winning service fee invoice, and triggers the invoice sharing interface , specifically: click the "+ New Invoice" button in the document details tab, call the GetInvoiceList method of the Invoice sharing interface using the Restful method, take the user name as the parameter of this method, and add the token information to the header file to verify the user The legality of the information is sent to the collaborative management system; 二、所述协同管理系统验证用户合法性后，根据用户名将该用户个人票夹中使用状态为“可用”状态的发票数据集组成的json数据包，返回给所述发票共享接口；2. After the collaborative management system verifies the legitimacy of the user, according to the user name, the json data package composed of the invoice data set whose usage status is "available" in the user's personal ticket folder is returned to the invoice sharing interface; 三、所述项目管理系统对获取到的json数据包进行解析，形成发票列表供用户选择使用；3. The project management system parses the obtained json data package to form an invoice list for the user to choose and use; 四、用户选择所需发票，发票数据被写入所述项目管理系统，更新所述协同管理系统中该用户个人票夹中该发票的使用状态为“已使用”；4. The user selects the required invoice, the invoice data is written into the project management system, and the usage status of the invoice in the user's personal ticket folder in the collaborative management system is updated to "used"; 五、用户在所述项目管理系统中，在单据中通过点击“查看发票”按钮查看该发票的影像图片。5. In the project management system, the user can view the image picture of the invoice by clicking the "View Invoice" button in the document. 2.根据权利要求1所述的在协同管理系统与项目管理系统间发票信息化共享的方法，其特征在于，2. The method for sharing invoice information between a collaborative management system and a project management system according to claim 1, wherein, 所述的步骤二具体包括以下步骤：Described step 2 specifically includes the following steps: S21、所述协同管理系统根据token信息验证用户合法性，获取到参数即用户名；S21, the collaborative management system verifies the legitimacy of the user according to the token information, and obtains the parameter that is the user name; S22、根据用户名获取该用户个人票夹数据集；S22. Obtain the user's personal ticket folder data set according to the user name; S23、获取发票状态为“可用”的发票数据组成json数据包，调用发票共享接口POST方法，向所述项目管理系统推送发票数据集，具体推送参数包括：用户名、开票方、发票id、发票编号、发票日期、发票金额、税额、税率、不含税金额。S23. Acquire the invoice data whose invoice status is "available" to form a json data package, call the POST method of the invoice sharing interface, and push the invoice data set to the project management system. The specific push parameters include: user name, billing party, invoice id, invoice Number, Invoice Date, Invoice Amount, Tax Amount, Tax Rate, Tax Excluded Amount. 3.根据权利要求1所述的在协同管理系统与项目管理系统间发票信息化共享的方法，其特征在于，所述的步骤三具体步骤包括：3. The method for information sharing of invoices between a collaborative management system and a project management system according to claim 1, wherein the specific steps of step 3 include: S31、所述项目管理系统对获取到的json数据包进行解析，即根据用户单据上的开票方名称过滤出该开票方相关发票数据集；S31, the project management system parses the acquired json data package, that is, filters out the relevant invoice data set of the invoicing party according to the invoicing party name on the user document; S32、将数据转换为所述项目管理系统需要的数据形式，在所述项目管理系统形成发票列表供用户选择使用。S32: Convert the data into a data form required by the project management system, and form an invoice list in the project management system for the user to select and use. 4.根据权利要求1所述的在协同管理系统与项目管理系统间发票信息化共享的方法，其特征在于，所述的步骤四具体包括以下步骤：4. The method for information sharing of invoices between a collaborative management system and a project management system according to claim 1, wherein the step 4 specifically comprises the following steps: S41：用户选择所需发票，发票数据被写入所述项目管理系统，写入的数据包括有：开票方、发票id、发票编号、发票日期、发票金额、税额、税率、不含税金额；S41: The user selects the required invoice, and the invoice data is written into the project management system, and the written data includes: the invoicing party, the invoice id, the invoice number, the invoice date, the invoice amount, the tax amount, the tax rate, and the tax-exclusive amount; S42：调用UpdateInvoiceStatus接口方法，将发票id、发票号作为参数发送至所述协同管理系统；S42: call the UpdateInvoiceStatus interface method, and send the invoice id and the invoice number as parameters to the collaborative management system; S43：所述协同管理系统根据传入的发票id查找到该发票，调用占用发票流程，接口传输发票使用状态更新为“已使用”；S43: the collaborative management system finds the invoice according to the incoming invoice id, invokes the process of occupying the invoice, and updates the usage status of the interface transmission invoice to "used"; S44：如发票选入错误，进行删除，点击所述项目管理系统的删除按钮，系统删除该行数据，同时调用UpdateInvoiceStatus接口方法，将发票号作为参数发送至所述协同管理系统；S44: If the invoice is incorrectly selected, delete it, click the delete button of the project management system, the system deletes the row of data, and calls the UpdateInvoiceStatus interface method at the same time, and sends the invoice number as a parameter to the collaborative management system; S45：所述协同管理系统根据传入的发票id查找到该发票，接口传输发票使用状态更新为“可用”。S45: The collaborative management system finds the invoice according to the incoming invoice id, and updates the usage status of the interface transmission invoice to "available". 5.根据权利要求1所述的在协同管理系统与项目管理系统间发票信息化共享的方法，其特征在于，所述的步骤五具体步骤包括：5. The method for information sharing of invoices between a collaborative management system and a project management system according to claim 1, wherein the step 5 concrete steps include: S51：用户在所述项目管理系统中，通过点击“查看发票”按钮调用GetInvoiceRemoteImage接口方法，将发票id、发票号发送到所述协同管理系统；S51: In the project management system, the user calls the GetInvoiceRemoteImage interface method by clicking the "View Invoice" button, and sends the invoice id and the invoice number to the collaborative management system; S52：所述协同管理系统根据发票id找到该发票，向客户端返回该发票图片的对象流；S52: the collaborative management system finds the invoice according to the invoice id, and returns the object stream of the invoice picture to the client; S53：所述项目管理系统接收该发票图片对象流，读取发票的对象流并还原成图片影像进行展示。S53: The project management system receives the image object stream of the invoice, reads the object stream of the invoice, and restores it to a picture image for display.
CN202011361813.5A 2020-11-27 2020-11-27 Method for sharing invoice information between collaborative management system and project management system Pending CN112488816A (en)

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Application publication date: 20210312