CN117273660A - Project and contract association method and device - Google Patents
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Abstract
The application provides a method and a device for associating an item with a contract, wherein the method comprises the following steps: receiving a standing approval request sent by a request initiator through an approval system, and verifying the project name according to a configured naming rule; if the verification is successful, acquiring a contract ID corresponding to the item ID, and sending a contract acquisition request comprising the contract ID to a contract management system; receiving contract data corresponding to the contract ID sent by the contract management system, and integrating the contract data and the project data to obtain associated data; and sending the associated data to an approval system of a corresponding approver, and if the received approval result of the associated data is passed, sending the associated data to a financial management system so as to associate the project data with the contract data. The method can accurately correlate the project and the contract in each system, and avoid the situation that the data of each system lacks correlation and the databases of each system are incompatible with each other.
Description
Technical Field
The application relates to the technical field of networks, in particular to a method and a device for associating a project with a contract.
Background
With the increase of business volume of each enterprise, a plurality of management systems exist in the enterprise, and the difficulty of managing contracts and projects is increased due to complex relationship between the contracts and the projects; the traditional relation management between contracts and projects adopts a manual management mode, so that time is wasted, data storage is not easy, once places which cannot be considered exist, association errors occur between the contracts and the projects among all management systems, financial accounting is difficult, collection is difficult, bad accounts are formed, and certain economic losses are caused for enterprises.
Disclosure of Invention
An object of the embodiments of the present application is to provide a method and an apparatus for associating a project with a contract, which are used to solve the above problems existing in the prior art, and improve the accuracy of association between the project and the contract in each system.
In a first aspect, a method for associating an item with a contract is provided, applied to a server connected to an approval system, a contract management system, and a financial management system, the method may include:
receiving a stand approval request sent by a request initiator through the approval system, wherein the stand approval request comprises a project ID, project data and a project name;
verifying the project name according to the configured naming rule;
if the verification is successful, acquiring a contract ID corresponding to the item ID, and sending a contract acquisition request comprising the contract ID to the contract management system;
receiving contract data corresponding to the contract ID sent by the contract management system, and integrating the contract data and the project data to obtain associated data;
transmitting the associated data to an approval system of a corresponding approver so that the corresponding approver approves the associated data through the approval system;
and if the received approval result of the associated data is passing, the associated data is sent to the financial management system so as to associate the project data with the contract data.
In a second aspect, there is provided an apparatus for associating an item with a contract for use with a server connected to an approval system, a contract management system, and a financial management system, the apparatus may include:
the receiving unit is used for receiving a stand approval request sent by a request initiator through the approval system, wherein the stand approval request comprises a project ID, project data and a project name;
the verification unit is used for verifying the project name according to the configured naming rule;
if the verification is successful, acquiring a contract ID corresponding to the item ID, and sending a contract acquisition request comprising the contract ID to the contract management system;
the receiving unit is further configured to receive contract data corresponding to the contract ID sent by the contract management system, and integrate the contract data and the project data to obtain associated data;
the sending unit is used for sending the associated data to an approval system of a corresponding approver so that the corresponding approver approves the associated data through the approval system;
and if the received approval result of the associated data is passing, the associated data is sent to the financial management system so as to associate the project data with the contract data.
In a third aspect, an electronic device is provided, the electronic device comprising a processor, a communication interface, a memory, and a communication bus, wherein the processor, the communication interface, and the memory are in communication with each other via the communication bus;
a memory for storing a computer program;
a processor for implementing the method steps of any one of the above first aspects when executing a program stored on a memory.
In a fourth aspect, a computer-readable storage medium is provided, in which a computer program is stored which, when being executed by a processor, carries out the method steps of any of the first aspects.
The application provides a method and a device for associating an item with a contract, wherein the method comprises the following steps: receiving a standing approval request sent by a request initiator through an approval system, and verifying the project name according to a configured naming rule; if the verification is successful, acquiring a contract ID corresponding to the item ID, and sending a contract acquisition request comprising the contract ID to a contract management system; receiving contract data corresponding to the contract ID sent by the contract management system, and integrating the contract data and the project data to obtain associated data; and sending the associated data to an approval system of a corresponding approver, and if the received approval result of the associated data is passed, sending the associated data to a financial management system so as to associate the project data with the contract data. The method can accurately correlate the project and the contract in each system, and avoid the situation that the data of each system lacks correlation and the databases of each system are incompatible with each other.
Drawings
In order to more clearly illustrate the technical solutions of the embodiments of the present application, the drawings that are needed in the embodiments of the present application will be briefly described below, it should be understood that the following drawings only illustrate some embodiments of the present application and should not be considered as limiting the scope, and other related drawings may be obtained according to these drawings without inventive effort for a person skilled in the art.
FIG. 1 is a system architecture diagram of a method for associating projects with contracts according to an embodiment of the present application;
FIG. 2 is a flow chart of a method for associating an item with a contract according to an embodiment of the present disclosure;
FIG. 3 is a schematic diagram of an association relationship between a cost center ID, a contract ID and an item ID according to an embodiment of the present application;
FIG. 4 is a schematic structural diagram of a device for associating an item with a contract according to an embodiment of the present disclosure;
fig. 5 is a schematic structural diagram of an electronic device according to an embodiment of the present application.
Detailed Description
The technical solutions in the embodiments of the present application will be clearly and completely described below with reference to the drawings in the embodiments of the present application, and it is obvious that the described embodiments are only some embodiments of the present application, and not all embodiments. All other embodiments, which can be made by one of ordinary skill in the art based on the embodiments of the present application without making any inventive effort, are intended to be within the scope of the present application.
The method for associating an item with a contract provided in the embodiment of the present application may be applied to a system architecture shown in fig. 1, and as shown in fig. 1, the system may include: approval system, contract management system, financial management system and server. The server may be a physical server, a server cluster or a distributed system formed by a plurality of physical servers, or a cloud server providing cloud services, cloud databases, cloud computing, cloud functions, cloud storage, network services, cloud communication, middleware services, domain name services, security services, content delivery networks (Content Delivery Network, CDN), basic cloud computing services such as big data and artificial intelligent platforms.
The approval system, the contract management system and the financial management system are respectively connected with the server in a wired or wireless mode.
The approval system is used for acquiring an approval request initiated by a request initiator and sending the approval request to the server; the approval request may include a standing approval request and a contract approval request.
The server is used for acquiring an approval request to execute a method for associating the project and the contract.
And the contract management system is used for storing contract data and the corresponding relation between the contract data and the project ID.
And the financial management system is used for storing the project data and the corresponding relation between the project data and the contract data.
The existing enterprise informationized products are not perfect, data among an approval system in charge of flow, a contract management system in charge of contract management and a financial management system in charge of project financial collection management are not communicated, so that data islands are caused, business data cannot be closed loop, and great difficulty is caused to business support.
In the BPO industry, call center business projects are distributed to large operation centers nationwide, because of the complexity between the projects and contractual relationships of enterprises, the management of the contractual and project relationships becomes difficult, financial collection is difficult once there is a place which cannot be considered, bad accounts are formed, and economic losses are caused for the enterprises.
The application provides a method for associating items with contracts, which solves the problems in the prior art and can improve the accuracy of association between the items and the contracts in each system.
The preferred embodiments of the present application will be described below with reference to the accompanying drawings of the specification, it being understood that the preferred embodiments described herein are for illustration and explanation only, and are not intended to limit the present application, and embodiments and features of embodiments of the present application may be combined with each other without conflict.
Fig. 2 is a flow chart of a method for associating an item with a contract according to an embodiment of the present application. As shown in fig. 2, the method may include:
step S210, an approval request sent by a request initiator through an approval system is received.
The approval request may include a standing approval request and a contract approval request.
The item approval request includes an item ID, item data, and an item name.
The contract approval request includes a contract ID, contract data, and contract name.
As shown in fig. 3, the request originator ID of the request originator is associated with at least one cost center ID; the cost center ID is associated with a contract ID and an item ID associated with itself.
The request sponsor (project manager) represents the employee's uniqueness in the system with a request sponsor ID (otherwise known as job number, e.g., ZXJ 0023); the employee may apply for a cost center ID (or cost center number, e.g., 95002), and the employee may apply for multiple cost center IDs, and the employee may also initiate approval requests (including standing approval requests and contract approval requests) through the cost center ID; item IDs (e.g., 8002) and contract IDs (e.g., YW 20230709001) can be bound under the same cost center ID, i.e., the item IDs and contract IDs are associated by the cost center.
In some embodiments, it may be determined from the project name whether the cost center associates the project ID with the contract ID.
The project name and contract name are created from the cost center ID, the project ID, and the contract ID. Specifically, the project manager initiates approval requests (the item approval request and the contract approval request) through the cost center ID (for example: 95002), the server automatically generates corresponding names according to the approval types, and if the approval request is the item approval request, the project names (for example: 95002+8002+contract ID) are generated according to the project ID (for example: 8002), the cost center ID and the contract ID.
Step S210 may specifically include (taking the standing approval request as an example): the request initiator sends a stand approval request comprising the project ID, the cost center ID and the project data to the server through the approval system.
And determining the corresponding contract ID by determining the cost center ID according to the corresponding relation between the preconfigured different item IDs and the different contract IDs.
The project name is generated from the cost center ID, the project ID, and the contract ID.
And then, the server calls an approval newly-added interface, and stores the item ID, the item data and the item name into an approval database of the approval system.
The method can name the project names according to the preset naming rules, so that the project names can clearly show the relationship among the cost center, the contract and the projects.
Step S220, verifying the project name according to the configured naming rule, and determining the contract ID according to the verification result.
The method can also verify the corresponding name according to the configured naming rule, that is to say, the corresponding name is determined according to the type of the initiated approval request, for example, the approval request is a contract approval request, the name is a contract name, and at this time, the corresponding name is determined to be the item ID according to the verification result.
If the verification is successful, the contract ID corresponding to the item ID is obtained. Specifically, a plurality of fields are acquired based on a naming convention. And determining the contract field according to the positions of the fields. And determining a value corresponding to the contract field as a contract ID corresponding to the item ID.
The method is based on the project name acquired in the step S210, and whether corresponding contract information exists is determined.
Step S230, a contract acquisition request including the contract ID is sent to the contract management system.
The server calls a contract inquiry interface of the contract management system based on the contract acquisition request, and determines corresponding contract data according to the contract ID.
The contract data is then sent to an approval system.
The approval system calls a contract acquisition interface to receive contract data.
The method can enable the approval system to acquire contract data so as to enable the approval system and the contract system to be linked.
And step S240, receiving contract data corresponding to the contract ID sent by the contract management system, and integrating the contract data and the project data to obtain associated data.
Specifically, a contract field of contract data and an item field of item data are respectively acquired;
matching the contract field with the project field to obtain the same field and different fields of the contract field and the project field;
integrating the same fields to obtain initial association data;
and adding the different fields into the additional fields of the initial association data to obtain association data.
The method can integrate the contract data and the project data, and different fields of the contract data and the project data are displayed in an integrated mode so as to make clear contrast.
Step S250, the associated data are sent to the approval systems of the corresponding approvers, so that the corresponding approvers approve the associated data through the approval systems.
Step S260, determining the sending positions of the project data and the contract data according to the received approval result of the associated data.
If the received approval result of the associated data is failed, an approval modification interface of the approval system is called, and prompt information for modifying the associated data is initiated to the approval system of the request initiator through the approval modification interface.
If the approval result is that the approval passes, the current associated data can be executed, a stand interface of the approval system is called, and the project data and the contract data are sent to the financial management system.
The server calls a project newly-added interface of the financial management system, receives project data and contract data, and stores the project data and the contract data in a project database of the financial management system;
in order to ensure the accuracy of the association relationship between the project data and the contract data, after the financial management system receives the project data and the contract data, the project field of the project data and the contract field of the contract data are matched, and if the matching is successful, the project data and the contract data are stored in a project database of the financial management system. If the matching fails, verifying the field (project field or contract field) with the matching failure, when the excessive part field in the project field meets the preset condition, adding the excessive part field in the project field into the additional field in the contract data, storing the updated contract data and project data corresponding to the contract field in the project database of the financial management system (similarly, when the excessive part field in the contract field meets the preset condition, adding the excessive part field in the contract field into the additional field in the project data, and storing the updated project data and contract data corresponding to the project field in the project database of the financial management system). The preset condition may be a whitelist of configured fields or a total expectation of the configuration, and when the corresponding amount or condition of the excess part field is within the total expectation, it indicates that the excess part field is within the expected range. In contrast, when the multiple partial fields do not meet the preset conditions, a prompt message of failure in verifying the project field of the project data and the contract field of the contract data is sent to the approval system of the request initiator. The method can verify the accuracy of the association relationship between the project data and the contract data again.
In some embodiments, the project ID and the contract ID are sent to a financial management system such that the correspondence of the project ID and the contract ID is stored in a project database.
In some embodiments, after the approval results are approval passed, the contract data and the item ID are sent to the contract management system to associate the contract data with the item ID. Specifically, the server invokes a stand interface, and sends the contract data and the item ID to the contract management database through the stand interface. And calling a contract modification interface of the contract management database, modifying the corresponding relation between the contract data and the project ID through the contract modification interface so as to correlate the contract data with the project ID, and storing the corresponding correlation relation in the contract management database of the contract management system.
In order to synchronize the data in each system, the server calls an approval modification interface of the approval system, modifies the corresponding relation between the item ID and the contract ID through the approval modification interface so as to enable the item ID to be associated with the contract ID, and stores the corresponding association relation in an approval database of the approval system.
In some embodiments, when the verification result of verifying the project name according to the configured naming rule is that verification fails, after indicating that there is no contract ID corresponding to the project ID, a stand approval request (excluding contract related information) is sent to an approval system of a corresponding approver to audit the project data in the stand approval request.
In some embodiments, when the approval request is a contract approval request, a contract approval request sent by a request originator through an approval system is received, the contract approval request including a contract ID, contract data, and a contract name.
And matching the contract name with the configured naming rule.
If the matching is successful, acquiring the item ID corresponding to the contract ID, and sending an item acquisition request comprising the item ID to the financial management system.
And receiving project data corresponding to the project ID sent by the project management system, and integrating the project data and contract data to obtain associated data.
And sending the associated data to an approval system of the corresponding approver so that the corresponding approver approves the associated data through the approval system.
And if the received approval result of the associated data is passing, the associated data is sent to a contract management system so as to associate the project data with the contract data. Similarly, after the contract management system receives the target data and the contract data, the project field of the project data and the contract field of the contract data are matched in the same way as the financial management system matches the project field of the project data and the contract field of the contract data after receiving the project data and the contract data.
According to the method for associating the project with the contract, which is provided by the invention, the project in each system and the contract can be accurately associated, and the situation that the data of each system lacks of association and the databases of each system are incompatible with each other is avoided.
Corresponding to the method, the embodiment of the application also provides a device for associating the project with the contract, as shown in fig. 4, the device comprises:
a receiving unit 410, configured to receive a stand approval request sent by a request initiator through the approval system, where the stand approval request includes an item ID, item data, and an item name.
And the verification unit 420 is configured to verify the item name according to the configured naming rule.
If the verification is successful, acquiring a contract ID corresponding to the item ID, and sending a contract acquisition request comprising the contract ID to the contract management system.
The receiving unit 410 is further configured to receive contract data corresponding to the contract ID sent by the contract management system, and integrate the contract data and the project data to obtain associated data.
And the sending unit 430 is configured to send the association data to an approval system of a corresponding approver, so that the corresponding approver approves the association data through the approval system.
And if the received approval result of the associated data is passing, the associated data is sent to the financial management system so as to associate the project data with the contract data.
The functions of each functional unit of the device for associating an item with a contract provided in the foregoing embodiment of the present application may be implemented by the foregoing method steps, so specific working processes and beneficial effects of each unit in the device for associating an item with a contract provided in the embodiment of the present application are not repeated herein.
The embodiment of the application further provides an electronic device, as shown in fig. 5, including a processor 510, a communication interface 520, a memory 530, and a communication bus 540, where the processor 510, the communication interface 520, and the memory 530 complete communication with each other through the communication bus 540.
A memory 530 for storing a computer program;
the processor 510 is configured to execute the program stored in the memory 530, and implement the following steps:
and receiving a stand approval request sent by a request initiator through the approval system, wherein the stand approval request comprises an item ID, item data and an item name.
And verifying the project name according to the configured naming rule.
If the verification is successful, acquiring a contract ID corresponding to the item ID, and sending a contract acquisition request comprising the contract ID to the contract management system.
And receiving contract data corresponding to the contract ID sent by the contract management system, and integrating the contract data and the project data to obtain associated data.
And sending the associated data to an approval system of a corresponding approver so that the corresponding approver approves the associated data through the approval system.
And if the received approval result of the associated data is passing, the associated data is sent to the financial management system so as to associate the project data with the contract data.
The communication bus mentioned above may be a peripheral component interconnect standard (Peripheral Component Interconnect, PCI) bus or an extended industry standard architecture (Extended Industry Standard Architecture, EISA) bus, or the like. The communication bus may be classified as an address bus, a data bus, a control bus, or the like. For ease of illustration, the figures are shown with only one bold line, but not with only one bus or one type of bus.
The communication interface is used for communication between the electronic device and other devices.
The Memory may include random access Memory (Random Access Memory, RAM) or may include Non-Volatile Memory (NVM), such as at least one disk Memory. Optionally, the memory may also be at least one memory device located remotely from the aforementioned processor.
The processor may be a general-purpose processor, including a central processing unit (Central Processing Unit, CPU), a network processor (Network Processor, NP), etc.; but also digital signal processors (Digital Signal Processing, DSP), application specific integrated circuits (Application Specific Integrated Circuit, ASIC), field programmable gate arrays (Field-Programmable Gate Array, FPGA) or other programmable logic devices, discrete gate or transistor logic devices, discrete hardware components.
Since the implementation manner and the beneficial effects of the solution to the problem of each device of the electronic apparatus in the foregoing embodiment may be implemented by referring to each step in the embodiment shown in fig. 2, the specific working process and the beneficial effects of the electronic apparatus provided in the embodiment of the present application are not repeated herein.
In yet another embodiment provided herein, there is also provided a computer readable storage medium having instructions stored therein that, when executed on a computer, cause the computer to perform a method of associating an item with a contract as described in any of the above embodiments.
In yet another embodiment provided herein, there is also provided a computer program product containing instructions that, when run on a computer, cause the computer to perform a method of associating an item with a contract as in any of the embodiments described above.
It will be appreciated by those skilled in the art that embodiments of the present application may be provided as methods, systems, or computer program products. Accordingly, embodiments of the present application may take the form of an entirely hardware embodiment, an entirely software embodiment or an embodiment combining software and hardware aspects. Furthermore, embodiments of the present application may take the form of a computer program product on one or more computer-usable storage media (including, but not limited to, disk storage, CD-ROM, optical storage, etc.) having computer-usable program code embodied therein.
Embodiments of the present application are described with reference to flowchart illustrations and/or block diagrams of methods, apparatus (systems) and computer program products according to embodiments of the application. It will be understood that each flow and/or block of the flowchart illustrations and/or block diagrams, and combinations of flows and/or blocks in the flowchart illustrations and/or block diagrams, can be implemented by computer program instructions. These computer program instructions may be provided to a processor of a general purpose computer, special purpose computer, embedded processor, or other programmable data processing apparatus to produce a machine, such that the instructions, which execute via the processor of the computer or other programmable data processing apparatus, create means for implementing the functions specified in the flowchart flow or flows and/or block diagram block or blocks.
These computer program instructions may also be stored in a computer-readable memory that can direct a computer or other programmable data processing apparatus to function in a particular manner, such that the instructions stored in the computer-readable memory produce an article of manufacture including instruction means which implement the function specified in the flowchart flow or flows and/or block diagram block or blocks.
These computer program instructions may also be loaded onto a computer or other programmable data processing apparatus to cause a series of operational steps to be performed on the computer or other programmable apparatus to produce a computer implemented process such that the instructions which execute on the computer or other programmable apparatus provide steps for implementing the functions specified in the flowchart flow or flows and/or block diagram block or blocks.
While preferred embodiments of the present application have been described, additional variations and modifications in those embodiments may occur to those skilled in the art once they learn of the basic inventive concepts.
It will be apparent to those skilled in the art that various modifications and variations can be made in the embodiments of the present application without departing from the spirit and scope of the embodiments of the present application.
Claims (10)
1. A method for associating an item with a contract, applied to a server connected to an approval system, a contract management system, and a financial management system, comprising:
receiving a stand approval request sent by a request initiator through the approval system, wherein the stand approval request comprises a project ID, project data and a project name;
verifying the project name according to the configured naming rule;
if the verification is successful, acquiring a contract ID corresponding to the item ID, and sending a contract acquisition request comprising the contract ID to the contract management system;
receiving contract data corresponding to the contract ID sent by the contract management system, and integrating the contract data and the project data to obtain associated data;
transmitting the associated data to an approval system of a corresponding approver so that the corresponding approver approves the associated data through the approval system;
and if the received approval result of the associated data is passing, the associated data is sent to the financial management system so as to associate the project data with the contract data.
2. The method of claim 1, wherein after sending the associated data to the approval system of the respective approver, the method further comprises:
if the received approval result of the associated data is not passed, prompt information for modifying the associated data is launched to an approval system of the request initiator.
3. The method of claim 1, wherein after verifying the item name according to the configured naming convention, the method further comprises:
and if the verification fails, sending the item approval request to an approval system of a corresponding approver.
4. The method of claim 1, wherein the request originator ID of the request originator is associated with at least one cost center ID; the cost center ID associates a contract ID and an item ID associated with itself.
5. The method of claim 4, wherein the project name is created from the cost center ID, the project ID, and the contract ID;
acquiring the contract ID corresponding to the item ID comprises the following steps:
acquiring a plurality of fields based on the naming rule;
determining contract fields according to the positions of the fields;
and determining the value corresponding to the contract field as the contract ID corresponding to the item ID.
6. The method of claim 1, wherein after the received approval of the associated data is passed, the method further comprises:
the contract data and the item ID are sent to the contract management system to associate the contract data with the item ID.
7. The method of claim 1, wherein integrating the contract data and the project data to obtain association data comprises:
respectively acquiring a contract field of the contract data and an item field of the item data;
matching the contract field with the project field to obtain the same field and different fields of the contract field and the project field;
integrating the same fields to obtain initial association data;
and adding the different fields into the additional fields of the initial association data to obtain association data.
8. An apparatus for associating an item with a contract for use with a server connected to an approval system, a contract management system, and a financial management system, the apparatus comprising:
the receiving unit is used for receiving a stand approval request sent by a request initiator through the approval system, wherein the stand approval request comprises a project ID, project data and a project name;
the verification unit is used for verifying the project name according to the configured naming rule;
if the verification is successful, acquiring a contract ID corresponding to the item ID, and sending a contract acquisition request comprising the contract ID to the contract management system;
the receiving unit is further configured to receive contract data corresponding to the contract ID sent by the contract management system, and integrate the contract data and the project data to obtain associated data;
the sending unit is used for sending the associated data to an approval system of a corresponding approver so that the corresponding approver approves the associated data through the approval system;
and if the received approval result of the associated data is passing, the associated data is sent to the financial management system so as to associate the project data with the contract data.
9. An electronic device, characterized in that the electronic device comprises a processor, a communication interface, a memory and a communication bus, wherein the processor, the communication interface and the memory are in communication with each other through the communication bus;
a memory for storing a computer program;
a processor for implementing the method steps of any of claims 1-7 when executing a program stored on a memory.
10. A computer-readable storage medium, characterized in that the computer-readable storage medium has stored therein a computer program which, when executed by a processor, implements the method steps of any of claims 1-7.
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CN202311352335.5A CN117273660A (en) | 2023-10-18 | 2023-10-18 | Project and contract association method and device |
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CN202311352335.5A CN117273660A (en) | 2023-10-18 | 2023-10-18 | Project and contract association method and device |
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