JPH0793414A - Automatic quotation approval device - Google Patents

Abstract

(57) [Summary] [Purpose] To improve the work efficiency of ordering goods and to achieve uniformity and succession of procedures within the company by conducting purchasing procedures and quotation decision procedures online. According to an automatic quotation decision device of the present invention, a database for storing quotation decision information, a purchase request registration unit for registering a purchase request upon input of a purchase request, and a purchase request registered for the purchase request registration unit A request for quotation issuance section that issues a request for quotation based on the information in the database upon approval of purchase requests, and a price valuation section that performs a price assessment based on the information in the database upon receiving information on the quotation reply to the request for quotation And, after receiving the price assessment by the price assessment department,
Equipped with a decision making section that creates an executive approval inquiry based on the information in the database and an approval route tracking section that tracks the approval route of the official approval inquiry based on the information in the database. Issuance of quotation invoices, price appraisals for quotation responses, and circulation of approval requests are automatically performed.

Description

Detailed Description of the Invention

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to an automatic quotation decision device for supporting a purchasing business.

[0002]

2. Description of the Related Art Generally, a purchase request procedure that occurs in each department of a company and a quotation approval procedure in the purchasing department that receives the purchase request statement, the quotation invoice, and the price appraisal sheet according to the internal business rules. , Handbooks for executive approval are based on handwritten slips and handwriting styles.

[0003]

However, in such a conventional quotation decision procedure, since the complicated procedures such as the entry, distribution, approval, and decision of the voucher had to be performed manually, the work efficiency is high. There was a problem that it was bad and that mistakes and slips were likely to occur and that it took more time than necessary.

[0004] Further, since the price assessment standard and the like depend on the know-how of each individual, there is a problem that the uniformity and inheritance within the company are lacking.

The present invention has been made in view of the above-mentioned problems of the prior art, and enables the purchase procedure and the quotation decision procedure to be performed online to improve the work efficiency and improve the in-house procedure. It is an object of the present invention to provide an automatic quotation decision device capable of achieving uniformity and inheritance.

[0006]

An automatic quotation and approval device according to the present invention includes a database for storing quotation approval information such as approval route, approval limit amount for each position, and assessment standard value for each item, and input of purchase request. The purchase request registration unit that receives the purchase request in response to the request, and the quotation request issuing unit that issues the request for quotation based on the information in the database when the purchase request is registered for the purchase request registered in the purchase request registration unit. , Receives the quotation reply information to the quotation request form and makes a price assessment based on the information in the database and a price assessment department that receives the price assessment from the price assessment department and creates an executive approval inquiry based on the information in the database It is provided with a decision making section and a decision route tracking section for tracing the decision route of the official decision based on the information in the database.

[0007]

In the automatic quotation and approval apparatus of the present invention, the quotation approval information such as the approval route, the approval limit amount for each position, and the evaluation reference value for each item is stored in the database. Then, if some purchase is required, the purchase request is input in the purchase request registration section and the purchase request is registered. The manager online judges the suitability for this purchase request registration, and if so, approves the purchase request. It will be done online. Then, when the supervisor gives approval for the registered purchase request to the registered purchase request, the request for quotation issuance unit issues a request for quotation based on the information in the database, and the request for quotation is delivered to the trader.

[0008] When the quotation reply to the quotation request is obtained from the trader, by inputting this quotation reply information,
The price valuation department conducts price valuation based on the information in the database, and the decision making section creates the official decision for the executive officer based on the information in the database and circulates it to the relevant officials online. Orders will be placed when approval is received from the executives in order. Then, during the circulation of the decision request, the decision route tracing unit traces the decision route of the decision of the executive officer based on the information in the database, and if there is a staying executive, it is determined.

In this way, it becomes possible to automatically carry out from the drafting of a purchase request to the issuance of a quotation invoice, the price assessment for the quotation reply, and the circulation of the approval inquiries online, and the retention destination on the approval route is also determined. Therefore, the purchasing business can be performed efficiently.

[0010]

Embodiments of the present invention will now be described in detail with reference to the drawings. FIG. 1 is a functional block diagram of an embodiment of the present invention, which includes a procedure information database 1 for storing procedure information, a reference database 2 for storing reference information such as approval route, approval limit, assessment reference value, and the database. Reference setting device 3 for inputting procedure information and reference value information to 1 and 2, and purchase request procedure device 4 for executing purchase request procedure
And a quotation and approval procedure device 5 for executing a request for quotation request and a procedure for requesting approval.

The procedure information database 1 stores billing data for each status, such as purchase billing, quotation request, quotation reply, assessed billing bill, and approved billing bill, from the billing bill to the completion of billing. The reference value database 2 stores data such as unit price information of various articles, reference amount limit of approval for each position, approval route, etc., which is reference data at the time of price assessment.

The standard setting device 3 includes a standard value database 2
In addition, it is responsible for setting various budget unit price information and previous year average unit price information, which will serve as reference information at the time of price appraisal, and the function of setting the approval limit amount and approval route for purchasing staff and managers in the purchasing department.

The purchase request procedure device 4 shares functions of registration of purchase requests, approval / return of purchase requests by executives, and status management of purchase requests in each department that causes purchase requests.

Then, the quotation and approval procedure device 5 receives the approved purchase request in each department, checks / corrects the contents by the purchaser, sets the quotation destination, issues the quotation request form 6,
Functions such as registration of quotation reply 7, price assessment, decision / return by executives, and function for promoting business by always displaying the work in process of each person in charge and executives are shared.

Each of these devices 3 to 5 can commonly access the databases 1 and 2, for example, L
It is constructed as a computer system connected by AN, and a display device such as a CRT and a liquid crystal display and an input device such as a keyboard, a mouse, a trackball, and a touch screen are connected to each of the devices 3 to 5. The information required for these items can be displayed and entered, and the online screen-compatible processing eliminates slips from the desk and manages the work-in-progress document format using a database. By constantly tracking on the business promotion screen,
We are trying to reduce the paper lead time.

Next, the operation of the automatic quotation deciding device having the above configuration will be described. First, the reference setting device 3 is used to build the databases 1 and 2.
The decision tree registration 31 showing the decision route, the decision limit registration 32 for each executive, the budget unit price registration 33 for various goods are performed, and the decision route inquiry command 34 and the decision route check chart command 35 make a decision based on these registration information. By displaying the route and the approval route check table, the confirmation of the registration contents in the databases 1 and 2 is performed. In addition, the budget unit price registration 33 registers and manages the budget unit price for each item and the average price of the previous period, which are the criteria for price assessment.

When the databases 1 and 2 are constructed in this way, next, by issuing the purchase request registration 41 by the purchase request procedure device 4, the person in charge in each billing department registers the purchase request, and in response to this, Then, the department manager of the billing department determines whether to approve or return the display of the purchase request displayed online, and if so, inputs the purchase request approval 42. When it is determined that the item should be returned, it is output to the purchase request return list 43 and returned to the person in charge. Further, the purchase request registration from each person in charge is put on the registration list, the progress of the purchase request processing procedure is clarified by displaying the request data list 44, and the manager sees this and sees the responsibility of himself / herself. Find out about purchase requisition registration that must be approved / returned in.

The person in charge of purchase displays the registered purchase request information registered online in the database 1 for the purchase request approval registered in the database 1, and executes the purchase request content check 51. Confirm and adjust the billing item, delivery date, quantity, desired unit price / amount,
By selecting a supplier for which a phase estimate is to be made and inputting a request for issuing an estimate request form, the estimate request form issue 52 is executed online, and the output estimate request form 6 is sent to the supplier.

When the quotation reply sheet 7 is received from each of the plurality of suppliers, the quotation reply registration 53 is performed.
As a result, the quotation approval procedure device 5 creates a quotation reply status list in the database 1, and the person in charge can grasp the receipt status of the quotation reply sheet by executing the quotation reply status search 54.

When a reply is obtained from all the quotation request destinations, or when the reply deadline has passed, the person in charge makes a price assessment 55. In this assessment, billing contents / estimated reply contents / budget unit price, etc. are displayed on the same screen for comparison and evaluated, and finally a suitable supplier is determined. And
When the person in charge decides the ordering party, the quotation approval procedure device 5 automatically receives the approval of the officials according to the information of the approval limit amount / approval tree registered in the database 2 to the required officials. A settlement inquiry is created in the database 1 and is sent online to the executive in charge. Therefore, the officer in charge confirms the content of the approval inquiry and makes a decision 56 of approval / return. The result of this approval is automatically sent to the person in charge. So if you get a purchase decision,
A formal purchase order will be placed.

Since the business tends to stay in the period after the approval of the purchase request and before the actual approval is given, the quotation approval procedure device 5 has the approval operation promoting function 57.
Purchasing request content check 51, quotation request issue 52, quotation reply status search 54, price assessment 55, executive approval 56 are linked, and the progress is monitored and displayed to force the person in charge or the executive By presenting it to, it is possible to prevent the retention of work.

As shown in FIG. 3, the above automatic quotation decision device can be incorporated, for example, as a part of a factory production management system. In that case, the material requirement development 12 is performed based on the production plan 11 of the factory, and the purchase plan 13 is performed based on this. The automatic estimation of this embodiment is based on this purchase plan 13. The approval device executes the automatic quotation approval 14, and when the approval is selected, the actual order 15 and delivery instruction 16 are made. If the ordered product is delivered, acceptance 17 and inspection 18 are carried out and the product is sent to the actual factory production line.

In the above-mentioned quotation decision 14, the purchase claim procedure device 3 executes a purchase request based on the purchase plan 13, and if the purchase approval is obtained, the quotation decision procedure device 4 issues a request for quotation, and the quotation thereof is issued. With respect to the estimate reply to the request, the ordering party is decided and the order is decided, and if the decision is obtained, the actual order 15 is made.

In this way, the automatic quotation approval apparatus of this embodiment is a series of quotation approval processes from purchase request to approval of purchase request, issuance of request for quote, price assessment based on the estimate reply, and order approval by the executive. The procedure can be executed online, and the progress of the procedure can be automatically tracked so that there is no stagnant operation, the efficiency of the operation can be improved, and the price assessment / decision routine is stored in the database. It can be standardized and work can be homogenized with no individual differences.

The present invention is not limited to the above-described embodiment, and can be widely used in the purchasing department for various items even in maintenance services and other industries that procure materials.

[0026]

As described above, according to the present invention, a database for storing estimated approval information such as an approval route, an approval limit amount for each position, and an assessment standard value for each item, and an input of a purchase request are received. Purchase request registration unit that performs purchase request registration, quotation request issuing unit that issues a request for quotation based on the information in the database upon approval of purchase requests registered in the purchase request registration unit, and request for quotation A quotation assessment section that performs quotation assessment based on the information in the database based on the quotation reply information for the written statement, and a decision-making inquiry that prepares a petition for approval of executives based on the information in the database in response to the price assessment by the price assessment section Department and the approval route tracking unit that tracks the approval route of the official approval decision based on the information in the database. And, it is possible to carry out a series of quotation approval procedures up to price assessment based on quotation answers and order approval by executives, and to prevent the stay of business by automatically tracking the progress of the procedure. Therefore, the efficiency of the work can be improved, and the price assessment / approval routine can be standardized by the database, and the work can be homogenized without causing individual differences.

[Brief description of drawings]

FIG. 1 is a functional block diagram of an embodiment of the present invention.

FIG. 2 is a block diagram showing a processing operation of each device of the above embodiment.

FIG. 3 is a flowchart of a factory production management system using the above embodiment.

[Explanation of symbols]

 1 Procedure Information Database 2 Standard Database 3 Standard Setting Device 4 Purchase Request Procedure Device 5 Quotation Approval Procedure Device

Claims (1)

[Claims] 1. A database for storing estimated approval information such as an approval route, an approval limit amount for each position, and an assessment standard value for each item, and a purchase request registration unit for receiving a purchase request and registering the purchase request. A quotation request issuing unit that receives a purchase request approval for the purchase request registered in the purchase request registration unit and issues a quotation request form based on the information in the database; and receives a quotation reply information for the quotation request form. A price appraisal unit that performs a price appraisal based on the information in the database; and a decision appraisal creation unit that creates a post of executive approval decision based on the information in the database in response to the price appraisal of the price appraisal unit; An automatic quotation decision device comprising: a decision route tracking unit for tracing the decision route of the official approval decision based on the information in the database.