JP6851285B2 - Quotation creation support system, quotation creation support method and program - Google Patents

Description

The present invention relates to a quotation preparation support system, a quotation preparation support method and a program.

In the manufacturing industry that makes individual orders, a system has been developed to support the creation of a quotation based on the customer's required specifications. Such systems often produce quotations from the component configurations of the products they manufacture. For example, Patent Document 1 discloses a technique in which an estimation pattern is created by combining a component configuration and specification information, and an estimation plan is displayed on a screen with reference to the estimation pattern. Further, Patent Document 2 discloses a technique for creating an estimate of a system composed of a combination of a plurality of members (parts) based on the number of members in stock, the difficulty of procurement, and the like.

Japanese Unexamined Patent Publication No. 2013-175050 JP-A-2002-251543

Both the techniques disclosed in Patent Document 1 and Patent Document 2 are premised on creating estimation information based on the component parts of the product. However, with such a technology, it is necessary to constantly update and manage information on parts such as unit price and procurement man-hours, and the burden of managing the information is heavy.

The present invention has been made in view of the above circumstances, and an object of the present invention is to provide a quotation preparation support system, a quotation preparation support method, and a program in which the burden of managing information is small.

In order to achieve the above object, the estimate creation support system of the present invention includes an estimate record information storage means, an estimate record information acquisition means, and an input means . The estimated actual information storage means stores the product specification information indicating the product specifications and the estimated actual information indicating the past estimated contents of the product in association with each other. The estimated actual information acquisition means acquires the estimated actual information stored in the estimated actual information storage means based on the product specification information. The input means receives the input of the code. The product specification information includes a product specification code representing a standard specification of a product and special specification information representing a special specification of the product. The estimated actual information acquisition means acquires the estimated actual information associated with the product specification information including the product specification code matching the code input to the input means from the estimated actual information storage means.

According to the present invention, a quotation creation support system and a quotation creation support that have a small burden of managing information by acquiring quotation record information representing the past quotation contents of a product based on the product specification information representing the product specifications. Methods and programs can be provided.

Hardware configuration diagram of the quotation creation support system according to the embodiment of the present invention The figure which shows the product specification code handled by the estimate making support system which concerns on embodiment of this invention. The figure which shows an example of the customer code master handled by the quotation creation support system which concerns on embodiment of this invention. The figure which shows an example of the model code master handled by the estimate making support system which concerns on embodiment of this invention. The figure which shows an example of the product series code master handled by the estimate making support system which concerns on embodiment of this invention. The figure which shows an example of the detailed specification code master handled by the estimate making support system which concerns on embodiment of this invention. The figure which shows an example of the test specification code master handled by the estimate making support system which concerns on embodiment of this invention. The figure which shows an example of the estimate performance master handled by the estimate creation support system which concerns on embodiment of this invention. The figure which shows an example of the product specification information / quotation record information related table handled by the quotation creation support system which concerns on embodiment of this invention Flow chart of quotation creation support processing of the quotation creation support system according to the embodiment of the present invention

Hereinafter, an embodiment in which the quotation creation support system of the present invention is applied to the quotation creation work of a control panel that is individually made to order will be described with reference to the drawings.

First, the hardware configuration of the quotation creation support system 1 will be described with reference to FIG. The estimate creation support system 1 includes a control unit 10 that executes various processes, a storage unit 20 that stores various information, an input unit 30 that accepts inputs, and an output unit 40 that outputs various information.

The control unit 10 includes a CPU (Central Processing Unit) 11, a RAM (Random Access Memory) 12, and a ROM (Read Only Memory) 13.

The CPU 11 reads the program stored in the storage unit 20 into the RAM 12 and executes it to execute various processes described later.

The RAM 12 includes a volatile memory and is used as a work area of the CPU 11.

The ROM 13 includes a non-volatile memory such as a flash memory and an organic memory, and stores a control program for the basic operation of the estimation creation support system 1 executed by the CPU 11, a BIOS (Basic Input Output System), and the like.

The storage unit 20 includes a hard disk drive, a flash memory, and the like, and stores various information and programs described later.

The input unit 30 includes information input parts such as a keyboard and a mouse, and receives input of various information by a person in charge. For example, in the input of various information in the processing described later, the input unit 30 transmits the information input by the person in charge by operating the information input parts such as the keyboard and the mouse of the input unit 30 to the control unit 10.

The output unit 40 includes information output components such as a display and a printer, and outputs various information. For example, the display of various screens in the processing described later is realized by the output unit 40 receiving a command from the control unit 10 displaying various screens on the display.

Next, the product specification information handled by the quotation creation support system 1 will be described. The product specification information includes a product specification code consisting of 7-digit alphanumeric characters representing the standard specifications of the product and special specification information representing the special specifications of the product. As shown in FIG. 2, the product specification code is a code in which a customer code 1 digit, a model code 2 digits, a product series code 2 digits, a detailed specification code 1 digit, and a test specification code 1 digit are arranged in this order. The order in which these codes are arranged is just an example, and may be arranged in another order.

The customer code is a code representing the customer who ordered the product. The customer code master KC for master management of the customer code is stored in the storage unit 20 of the quotation creation support system 1. As shown in FIG. 3, the customer code master KC includes items related to customer information, such as a "customer code" and a "customer name" representing a customer name.

The model code is a code representing the model of the product. The storage unit 20 stores a model code master MC for master management of the model code. As shown in FIG. 4, the model code master MC includes items related to the model of the product, such as the "model code" and the "model name" indicating the model name.

The product series code is a code indicating the classification of the product. The storage unit 20 stores a product series code master PC for master management of the product series code. As shown in FIG. 5, the product series code master PC includes items related to product classification such as "product series code" and "product series name" indicating the name of the product series.

The detailed specification code is a code representing the detailed specifications of the product. The storage unit 20 stores a detailed specification code master SC for master management of the detailed specification code. As shown in FIG. 6, the detailed specification code master SC includes a "customer code", a "model code", a "product series code", a "detailed specification code", a "detailed specification content" indicating the content of the detailed specification, and the like. Items are included. The detailed specification code is a combination of the customer code, the model code, and the product series code to uniquely identify the detailed specification content. For example, if the detailed specification code master SC is as shown in FIG. 6, in the product of the combination of "customer code: N, model code: TP, product series code: 34", the record corresponding to these is the third in FIG. Since it is the first to third record, there are three detailed specifications of "detailed specification code: 1", "detailed specification code: 2", and "detailed specification code: 3". On the other hand, in the product of the combination of "customer code: N, model code: TX, product series code: 11", since the record corresponding to these is only the fifth record in FIG. 6, "detailed specification code: 1" There is only one detailed specification.

The test specification code is a code representing the test specification of the product. The test specifications are information that defines the test method and determines whether or not routine work is possible, whether or not there is an initial product test, and the like. The storage unit 20 stores a test specification code master TC for master management of the test specification code. As shown in FIG. 7, the test specification code master TC includes items related to the test specifications such as the “test specification code” and the “test specification name” indicating the name of the test specifications.

Further, in the quotation creation support system 1, the person in charge records each record of the customer code master KC, the model code master MC, the product series code master PC, the detailed specification code master SC, and the test specification code master TC via the input unit 30. It has a function to edit individually.

Next, the estimate actual information representing the past estimate contents created by the estimate creation support system 1 will be described with reference to the drawings. The estimate creation support system 1 stores the estimate result master JM and the product specification information / estimate result information related table ST as the estimate result information in the storage unit 20.

The estimated actual result master JM is a master that manages the contents of the estimated actual result information. As shown in FIG. 8, the estimate record master JM has, for example, an "estimate record ID" that specifies the estimate record information, a "major category", a "medium category", and a "minor category" that classifies the nominal costs in stages. , It has the items of "man-hours" indicating the number of man-hours when the nominal cost is labor cost and "amount" indicating the amount of money when the nominal cost is material cost or other non-labor cost. For each record, a value is registered in one of the items of "man-hours" and "amount" depending on whether or not the nominal cost is labor cost. The estimate creation support system 1 converts the value of "man-hours" into the value of "amount" when displaying the estimate information at a rate separately set in the storage unit 20. One estimate record information specified by the estimate record ID stores the estimate record for one order. In addition, each estimated actual information includes the nominal of one or more costs. For example, in FIG. 8, “estimated actual ID: 101” includes the nominal costs of eight records from the first record to the eighth record. That is, the total of these eight nominal amounts (man-hours converted into amounts) corresponds to the estimated amount for one order.

The product specification information / estimation record information related table ST is a table that manages information that links the product specification information and the estimation record information. As shown in FIG. 9, the product specification information / estimation record information related table ST has items of “product specification code”, “special specification content”, and “estimation record ID”. As described above, the "product specification code" is a combination of the "customer code", the "model code", the "product series code", the "detailed specification code", and the "test specification code".

In the quotation creation support process described later, the quotation creation support system 1 assigns an estimate record ID to the created quotation when a combination of the product specification code specified by the customer and the special specification content, that is, an estimate for the product specification information is created. Then, it is stored in the estimated result master JM. At the same time, the quotation creation support system 1 stores the information for associating the designated product specification information with the created quotation record information in the product specification information / quotation record information related table ST.

Next, the operation of the quotation creation support system 1 will be described with reference to the drawings.

Before creating the quotation, the person in charge of the company that manufactures the control panel has the customer code master KC, the model code master MC, the product series code master PC, and the detailed specification code stored in the storage unit 20 of the quotation creation support system 1. Edit the master SC and the test specification code master TC, respectively.

In addition, the quotation creation support system 1 will register data in the quotation performance master JM by the quotation creation support processing described later, but before the first use of the quotation creation support system 1, the person in charge or the system It is desirable for the administrator to register the estimated performance information based on the past performance in advance.

When the person in charge receives an estimate request for the control panel from the ordering company, the person in charge activates the estimate creation support system 1 and starts the estimate creation support process. When the control unit 10 of the quotation creation support system 1 starts the quotation creation support process, the output unit 40 displays the input screen of the product specification code as shown in FIG. 10 (step S1). The product specification code input screen is provided with, for example, a field for inputting 7-digit alphanumeric characters.

The person in charge inputs the product specification code on the displayed input screen (step S2). The input product specification code is transmitted to the control unit 10 via the input unit 30. In the process of step S2, the input unit 30 functions as an input means for receiving the input of the code.

Then, the control unit 10 decomposes the product specification code received from the input unit 30 into a customer code, a model code, a product series code, a detailed specification code, and a test specification code based on the number of digits shown in FIG. For example, when the product specification code is entered as "NTP3411", the first digit "N" is the customer code and the second to third digits "TP" is the model code based on the number of digits shown in FIG. The 4th to 5th digits "34" are decomposed into the product series code, the 6th digit "1" is decomposed into the detailed specification code, and the 7th digit "1" is decomposed into the test specification code. Then, in the control unit 10, each disassembled code becomes a corresponding code master, that is, a customer code master KC, a model code master MC, a product series code master PC, a detailed specification code master SC, and a test specification code master TC. It is determined whether or not it exists (step S3).

However, the judgment as to whether or not it exists in the detailed specification code master SC is not determined only by the detailed specification code, and a combination of the customer code, the model code, the product series code, and the detailed specification code exists in the detailed specification code master SC. It is done based on whether or not. For example, in the above example, in the control unit 10, the record including "customer code: N, model code: TP, product series code: 34, detailed specification code: 1, test specification code: 1" is the detailed specification code master SC. Determine if it exists in.

Then, the control unit 10 determines that the input product specification code does not exist in each code master unless any one of the above-mentioned decomposed codes exists in each code master (step S3: No). .. In that case, the control unit 10 returns to the process of step S1 and causes the output unit 40 to display the input screen of the product specification code again. In this case, the control unit 10 may cause the output unit 40 to display a message on the screen notifying the code that did not exist in the code master.

On the other hand, when the decomposed codes exist in all the code masters, the control unit 10 determines that the input product specification code exists in each code master (step S3: Yes). In that case, the control unit 10 acquires all the records having the above-mentioned decomposed codes from the product specification information / estimation record information related table ST. Here, in the product specification information / estimation record information related table ST, there is a possibility that there are a plurality of records in which each code value belonging to the product specification code is the same. This is because the contents of the special specifications are different, so even if each code is the same, the contents of the estimate may be different.

Then, the control unit 10 acquires all the records having the estimated record ID of the acquired record from the estimated record master JM. Then, the control unit 10 causes the output unit 40 to display the estimated information for each estimated actual ID of the acquired record (step S4). In the process of step S4, the control unit 10 functions as an estimate record information acquisition means for acquiring the estimate record information stored in the storage unit 20 based on the product specification information. Further, the process of step S4 functions as an estimate result information acquisition step of acquiring estimate result information based on the product specification information.

Next, the person in charge selects an appropriate information from the estimated actual information displayed on the screen (step S5). The selected estimated actual information is transmitted to the control unit 10 via the input unit 30. Subsequently, the control unit 10 causes the output unit 40 to display a special specification input screen (step S6). The special specification input screen includes, for example, a radio button for selecting the presence or absence of the special specification and a text input input field for inputting the contents of the special specification. The person in charge inputs the special specification information into the input unit 30 by selecting the radio button and inputting the text in the input field (step S7). The input special specification information is transmitted to the control unit 10 via the input unit 30.

Next, the control unit 10 causes the output unit 40 to display an edit screen for editing the estimate information (step S8). On the edit screen, for example, the man-hours or the amount of money corresponding to the acquired estimated actual information is displayed in the text input input field, and can be changed or not changed as it is. It is also possible to add a new nominal cost. Then, the person in charge edits the estimation information displayed on the edit screen (step S9).

The control unit 10 creates an estimate based on the edited estimate information and outputs it via the output unit 40 (step S10). Here, the output unit 40 performs both screen display and printing on a paper medium. The output unit 40 may perform only one of screen display and printing on a paper medium, or may generate a data file including the estimated contents in place of or in combination with them.

Next, the control unit 10 reflects the estimate information edited in step S9 in the product specification information / estimate result information related table ST and the estimate result master JM (step S11). Specifically, the control unit 10 inserts a record representing the quotation information edited in step S9 into the quotation result master JM. Then, an estimated actual ID is assigned to the inserted record, and a record including the assigned estimated actual ID, the special specification information input in step S7, and each code decomposed in step S3 is provided as product specification information / estimate. Insert into the performance information related table ST.

The process of step S11 functions as an estimated actual information storage step of associating and storing the product specification information representing the product specifications and the estimated actual information representing the past estimated contents of the product. Further, by this processing, the storage unit 20 functions as an estimation result information storage means for storing the product specification information representing the product specifications and the estimation result information representing the past estimation contents of the product in association with each other.

As described above, the control unit 10 cooperates with the storage unit 20, the input unit 30, and the output unit 40 to execute the estimate creation support process that assists the person in charge in creating the estimate.

The quotation creation support system 1 of the present embodiment can code and manage the product specifications requested by the customer, and can refer to the quotation for the same specifications in the past. In particular, it is possible to quickly and accurately create a quotation for a customer who repeatedly orders products with similar specifications. In addition, since the product specification information can include special specifications, even if there are specifications that are slightly different from the specifications requested in the past, it is possible to create an estimate by diverting the actual results. Furthermore, since it is not necessary to manage the parts that make up the product, it can be said that the burden of managing information is small.

In this embodiment, an example in which a customer code, a model code, a product series code, a detailed specification code, and a test specification code are adopted as product specification codes is illustrated. In this way, the product specifications are represented by a 7-digit code, so that the computer can search quickly and accurately, and it is easy to manage. However, the scope of the present invention is not limited to this, and the product specification code may include other types of codes or may have any number of digits as long as it fulfills the functions and purposes of the present invention.

In the present embodiment, special specification information is included as product specification information. As a result, it is possible to manage different types of costs for each order, so that the quotation creation support system 1 becomes a highly feasible system. For example, contents that cannot be determined from the specifications of the product itself, such as transportation costs, shipping costs, and meeting costs, have low reproducibility and can be adopted as special specification information.

In the process of step S4 of the estimate creation support process, the control unit 10 of the estimate creation support system 1 of the present embodiment records a record including the product specification code matching the input code in relation to the product specification information and the estimate result information. Get from table ST. In addition to this, the control unit 10 may acquire a record including a product specification code that partially matches the input code with a matching rate higher than the standard. For example, the person in charge or the system administrator has a high matching rate for records in which four or more codes match among the five codes of customer code, model code, product series code, detailed specification code, and test specification code in advance. Specify that it is a record. This regulation is stored in the storage unit 20 as a parameter, and is referred to by the control unit 10 in the process of step S4. Further, the control unit 10 may sort the estimated actual information acquired in step S4 based on the height of the matching rate and display it on the output unit 40. For example, since the control unit 10 has a high matching rate of the estimated actual information in which all five codes match, this may be displayed higher than the estimated actual information in which only the four codes match.

In this way, by displaying the estimated actual information associated with the product specification information whose product specification code is partially different on the screen, the person in charge is similar even if the exact same product specification code has not been estimated in the past. You can make a quotation by referring to the quotation of the product specification code of.

The quotation creation support system 1 can be realized by using an ordinary computer without using a dedicated device. For example, the estimate creation support system 1 that executes the above-mentioned processing may be configured by installing the program in the computer from a recording medium in which the program for executing any of the above-mentioned is executed in the computer. Further, one estimation creation support system 1 may be configured by operating a plurality of computers in cooperation with each other.

Also, the method for supplying the program to the computer is arbitrary. For example, it may be supplied via a communication line, a communication network, a communication system, or the like.

When the OS (Operation System) provides a part of the above-mentioned functions, the part other than the functions provided by the OS may be provided by a program.

1 ... Estimate creation support system, 10 ... Control unit, 11 ... CPU, 12 ... RAM, 13 ... ROM, 20 ... Storage unit, 30 ... Input unit, 40 ... Output unit

Claims (5)

Estimated actual information storage means for storing the product specification information representing the product specifications and the estimated actual information indicating the past estimated contents of the product in association with each other.
Estimated actual information acquisition means for acquiring the estimated actual information stored in the estimated actual information storage means based on the product specification information, and
Equipped with an input means for receiving code input ,
The product specification information includes a product specification code representing a standard specification of a product and special specification information representing a special specification of the product.
The estimated actual information acquisition means acquires the estimated actual information associated with the product specification information including the product specification code matching the code input to the input means from the estimated actual information storage means.
Estimate creation support system. The estimated actual information acquisition means further estimates the estimated actual information associated with the product specification information including the product specification code that partially matches the code input to the input means with a matching rate higher than the standard. Obtained from performance information storage means,
The quotation creation support system according to claim 1. The product specification code includes a customer code indicating the customer who ordered the product, a model code indicating the model of the product, a product series code indicating the classification of the product, a detailed specification code indicating the detailed specifications of the product, and a product. Includes a test specification code that represents the test specifications of
The quotation creation support system according to claim 1 or 2. Estimated actual information storage step to store the product specification information representing the product specifications and the estimated actual information representing the past estimated contents of the product in association with each other.
Based on the product specification information, the estimated actual information acquisition step for acquiring the estimated actual information stored in the estimated actual information storage step, and the estimated actual information acquisition step.
With an input step to receive the code input ,
The product specification information includes a product specification code representing a standard specification of a product and special specification information representing a special specification of the product.
In the estimated actual information acquisition step, the estimated actual information associated with the product specification information including the product specification code corresponding to the code input in the input step is stored in the estimated actual information storage step. Get from,
Estimate creation support method. On the computer
Estimated actual information storage step to store the product specification information representing the product specifications and the estimated actual information representing the past estimated contents of the product in association with each other.
Based on the product specification information, the estimated actual information acquisition step for acquiring the estimated actual information stored in the estimated actual information storage step, and the estimated actual information acquisition step.
It is a program to execute the input step that receives the input of the code .
The product specification information includes a product specification code representing a standard specification of a product and special specification information representing a special specification of the product.
In the estimated actual information acquisition step, the estimated actual information associated with the product specification information including the product specification code corresponding to the code input in the input step is stored in the estimated actual information storage step. Get from,
program.

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