WO2019184123A1

WO2019184123A1 - Method for automatically generating financial document, device, computer apparatus, and storage medium

Info

Publication number: WO2019184123A1
Application number: PCT/CN2018/094214
Authority: WO
Inventors: 林政飞; 邹学森
Original assignee: 平安科技（深圳）有限公司
Priority date: 2018-03-30
Filing date: 2018-07-03
Publication date: 2019-10-03
Also published as: CN108564340B; CN108564340A

Abstract

The present application discloses a method for automatically generating a financial document, a device, a computer apparatus, and a storage medium. The method for automatically generating a financial document comprises: acquiring a request for periodically generating financial documents, the request for generating financial documents comprising a periodic trigger time and a template identifier; acquiring a corresponding financial document template on the basis of the template identifier, the financial document template comprising at least one service item, and each service item corresponding to at least one financial document option; acquiring a corresponding option value on the basis of the financial document option of each service item, and creating a financial document to be approved on the basis of the option value and the financial document template; sending the financial document to an approval platform, acquiring an approval result fed back by the approval platform, and if the approval result passes review, using the financial document as an original financial document; and generating, on the basis of the periodic trigger time and the financial document template, a target financial document being the same type as the original financial document. The method for automatically generating a financial document saves labor costs and improves efficiency of financial document generation.

Description

单据自动化生成方法、装置、计算机设备及存储介质Document automatic generation method, device, computer equipment and storage medium

本专利申请以2018年3月30日提交的申请号为201810275760.1，名称为“单据自动化生成方法、装置、计算机设备及存储介质”的中国发明专利申请为基础，并要求其优先权。This patent application is based on the Chinese Patent Application No. 201810275760.1 filed on March 30, 2018, entitled "Method for Automatic Generation of Documents, Devices, Computer Equipment, and Storage Media", and requires priority.

技术领域Technical field

本申请涉及计算机技术领域，尤其涉及一种单据自动化生成方法、装置、计算机设备及存储介质。The present application relates to the field of computer technologies, and in particular, to a method, an apparatus, a computer device, and a storage medium for automatically generating a document.

背景技术Background technique

目前，企业所采用的财务终端在制作单据时，需由财务人员手工制作单据并扫描，大大增加了员工的工作量，耗费人工成本。对于集团企业或其他大型企业来说，需在其中心机构和分支机构均配置相应的财务终端，使得各分支机构需上传机构单据，并通过中心机构进行核算。当前分支机构上传的机构单据需手工制作，且入账规则各异，使得中心机构在进行核算时，存在核算依据不足、人工做账不合理等问题。At present, the financial terminal used by enterprises needs to manually produce documents and scan by financial personnel when making documents, which greatly increases the workload of employees and costs labor. For group companies or other large enterprises, they need to have corresponding financial terminals in their central institutions and branches, so that each branch needs to upload institutional documents and conduct accounting through the central organization. The institutional documents uploaded by the current branch institutions need to be hand-made, and the accounting rules are different, which makes the central organization have problems such as insufficient accounting basis and unreasonable manual accounting when conducting accounting.

发明内容Summary of the invention

本申请实施例提供一种单据自动化生成方法、装置、计算机设备及存储介质，以解决企业所采用的财务终端采用手动制作单据而导致人工成本高的问题。The embodiment of the present invention provides a method, a device, a computer device, and a storage medium for automatically generating a document, so as to solve the problem that a financial terminal used by an enterprise adopts manual production of a document and causes high labor cost.

第一方面，本申请实施例提供一种单据自动化生成方法，包括：In a first aspect, an embodiment of the present application provides a method for automatically generating a document, including:

获取定期生成单据请求，所述单据生成请求包括定期触发时间和模板标识；Obtaining a periodically generated document request, where the document generation request includes a periodic trigger time and a template identifier;

基于所述模板标识，获取对应的单据模板；所述单据模板包括至少一个业务项目，每一所述业务项目对应至少一个单据选项；Obtaining, according to the template identifier, a corresponding document template; the document template includes at least one business item, and each of the business items corresponds to at least one document option;

基于每一所述业务项目中的单据选项获取对应的选项值，基于所述选项值和所述单据模板形成待审批单据；Obtaining a corresponding option value based on the document option in each of the business items, and forming a pending document based on the option value and the document template;

将所述待审批单据发送给审核平台，并获取审批平台反馈的审批结果，若所述审批结果为审核通过时，将所述待审批单据作为原始单据；Sending the to-be-approved document to the auditing platform, and obtaining the approval result of the feedback of the approval platform, and if the approval result is the approval, the pending document is used as the original document;

基于所述定期触发时间和所述单据模板，生成与所述原始单据类型相同的目标单据。A target document of the same type as the original document is generated based on the periodic trigger time and the document template.

第二方面，本申请实施例提供一种单据自动化生成装置，包括：In a second aspect, the embodiment of the present application provides a document automatic generation device, including:

定期生成单据请求获取模块，用于获取定期生成单据请求，所述单据生成请求包括定期触发时间和模板标识；Generating a document request acquisition module for acquiring a periodic generation document request, where the document generation request includes a periodic trigger time and a template identifier;

单据模板获取模块，用于基于所述模板标识，获取对应的单据模板；所述单据模板包括至少一个业务项目，每一所述业务项目对应至少一个单据选项；a document template obtaining module, configured to acquire a corresponding document template based on the template identifier; the document template includes at least one business item, and each of the business items corresponds to at least one document option;

待审批单据获取模块，用于基于每一所述业务项目中的单据选项获取对应的选项值，基于所述选项值和所述单据模板形成待审批单据；The to-be-approved document obtaining module is configured to obtain a corresponding option value based on the document option in each of the business items, and form a pending document based on the option value and the document template;

原始单据获取模块，用于将所述待审批单据发送给审核平台，并获取审批平台反馈的审批结果，若所述审批结果为审核通过时，将所述待审批单据作为原始单据；The original document obtaining module is configured to send the to-be-approved document to the auditing platform, and obtain an approval result fed back by the approval platform, and if the approval result is approved, the pending document is used as the original document;

目标单据生成模块，用于基于所述定期触发时间和所述单据模板，生成与所述原始单据类型相同的目标单据。a target document generating module, configured to generate a target document of the same type as the original document based on the periodic triggering time and the document template.

第三方面，本申请实施例提供一种计算机设备，包括存储器、处理器以及存储在所述存储器中并可在所述处理器上运行的计算机可读指令，所述处理器执行所述计算机可读指令时实现如下步骤：In a third aspect, an embodiment of the present application provides a computer device, including a memory, a processor, and computer readable instructions stored in the memory and executable on the processor, where the processor executes the computer The following steps are implemented when reading the instruction:

第四方面，本申请实施例提供一个或多个存储有计算机可读指令的非易失性可读存储介质，所述计算机可读指令被一个或多个处理器执行时，使得所述一个或多个处理器执行如下步骤：In a fourth aspect, the embodiment of the present application provides one or more non-volatile readable storage media storing computer readable instructions, when the computer readable instructions are executed by one or more processors, such that the one or Multiple processors perform the following steps:

本申请的一个或多个实施例的细节在下面的附图及描述中提出，本申请的其他特征和优点将从说明书、附图以及权利要求书变得明显。The details of one or more embodiments of the present invention are set forth in the accompanying drawings and description of the claims.

附图说明DRAWINGS

为了更清楚地说明本申请实施例的技术方案，下面将对本申请实施例的描述中所需要使用的附图作简单地介绍，显而易见地，下面描述中的附图仅仅是本申请的一些实施例，对于本领域普通技术人员来讲，在不付出创造性劳动性的前提下，还可以根据这些附图获得其他的附图。In order to more clearly illustrate the technical solutions of the embodiments of the present application, the drawings used in the description of the embodiments of the present application will be briefly described below. It is obvious that the drawings in the following description are only some embodiments of the present application. Other drawings may also be obtained from those of ordinary skill in the art based on these drawings without the inventive labor.

图1是本申请实施例1中提供的单据自动化生成方法的一流程图；1 is a flowchart of a method for automatically generating documents provided in Embodiment 1 of the present application;

图2是图1中步骤S20的一具体流程图；Figure 2 is a specific flow chart of step S20 of Figure 1;

图3是图2中步骤S21的一具体流程图；Figure 3 is a specific flow chart of step S21 of Figure 2;

图4是本申请实施例1中提供的单据自动化生成方法的另一流程图；4 is another flowchart of a method for automatically generating documents provided in Embodiment 1 of the present application;

图5是本申请实施例1中提供的单据自动化生成方法的再一流程图；FIG. 5 is still another flowchart of a method for automatically generating documents provided in Embodiment 1 of the present application; FIG.

图6是图1中步骤S50的一具体流程图；Figure 6 is a specific flow chart of step S50 of Figure 1;

图7是本申请实施例2中提供的单据自动化生成装置的一原理框图；7 is a schematic block diagram of an automatic document generating apparatus provided in Embodiment 2 of the present application;

图8是本申请实施例4中提供的计算机设备的一示意图。FIG. 8 is a schematic diagram of a computer device provided in Embodiment 4 of the present application.

具体实施方式detailed description

下面将结合本申请实施例中的附图，对本申请实施例中的技术方案进行清楚、完整地描述，显然，所描述的实施例是本申请一部分实施例，而不是全部的实施例。基于本申请中的实施例，本领域普通技术人员在没有作出创造性劳动前提下所获得的所有其他实施例，都属于本申请保护的范围。The technical solutions in the embodiments of the present application are clearly and completely described in the following with reference to the drawings in the embodiments of the present application. It is obvious that the described embodiments are a part of the embodiments of the present application, and not all of the embodiments. All other embodiments obtained by a person of ordinary skill in the art based on the embodiments of the present application without departing from the inventive scope are the scope of the present application.

实施例1Example 1

图1示出本实施例中单据自动化生成方法的流程图。该单据自动化生成方法可应用在银行、证券、保险等金融机构或者其他机构的计算机设备中，具体可应用在该计算机设备上安装的财务***中，用于调用***中预存的单据模板自动化生成单据，可有效提高财务人员的工作效率。如图1所示，该单据自动化生成方法包括如下步骤：FIG. 1 is a flow chart showing a method for automatically generating a document in the embodiment. The document automatic generation method can be applied to a computer device of a financial institution such as a bank, a securities, an insurance or another institution, and can be specifically applied to a financial system installed on the computer device, and used to call a document template pre-stored in the system to automatically generate a document. Can effectively improve the efficiency of financial personnel. As shown in FIG. 1, the method for automatically generating documents includes the following steps:

S10：获取定期生成单据请求，单据生成请求包括定期触发时间和模板标识。S10: Acquire a periodic generation document request, and the document generation request includes a periodic trigger time and a template identifier.

其中，定期生成单据请求是用于触发定期制作单据的请求。该单据生成请求包括定期触发时间和模板标识。定期触发时间是用户指定的生成单据的时间，例如，若设置每月1号定期统计上一月的月度财务单据，则该定期触发时间为每月1号。模板标识是用于识别单据模板的唯一标识。Among them, the periodic generation of the document request is a request for triggering the regular production of the document. The document generation request includes a periodic trigger time and a template identification. The periodic trigger time is the time specified by the user to generate the document. For example, if the monthly financial document of the previous month is periodically counted on the 1st of the month, the periodic trigger time is the 1st of the month. The template identifier is a unique identifier used to identify the document template.

S20：基于模板标识，获取对应的单据模板，单据模板包括至少一个业务项目，每一业务项目对应至少一个单据选项。S20: Acquire a corresponding document template based on the template identifier, where the document template includes at least one business item, and each business item corresponds to at least one document option.

具体地，服务器会预先存储有与各类型单据相对应的单据模板，该单据模板包括至少一个业务项目，每一业务项目对应至少一个单据选项。其中，业务项目是指用户选择或输入的与业务相关的会计科目，例如银行存款。会计科目是对会计要素对象的具体内容进行分类核算的类目，能够连续、***、全面地核算和监督经济活动所引起的各项会计要素的增减变化。单据选项是指与业务项目对应的字段选项。本实施例中，基于模板标识，获取与模板标识对应的单据模板，以使用户可根据自身需求调用不同单据类型的单据模板，并利用该单据模板制作相应的财务单据，有利于提高单据制作效率。本实施例中，单据类型包括但不限于财务单据。Specifically, the server stores in advance a document template corresponding to each type of document, the document template includes at least one business item, and each business item corresponds to at least one document option. Among them, the business item refers to the business related accounting subject selected or input by the user, such as bank deposit. The accounting subject is a category that classifies and accounts for the specific content of the accounting element object, and can continuously and systematically and comprehensively calculate and supervise the increase and decrease of various accounting factors caused by economic activities. The document option refers to the field option corresponding to the business item. In this embodiment, the document template corresponding to the template identifier is obtained based on the template identifier, so that the user can invoke the document template of different document types according to the needs of the template, and use the document template to create a corresponding financial document, which is beneficial to improving the efficiency of document production. . In this embodiment, the document type includes, but is not limited to, a financial document.

S30：基于每一业务项目中的单据选项获取对应的选项值，基于选项值和单据模板形成待审批单据。S30: Obtain a corresponding option value based on the document option in each business item, and form a pending document based on the option value and the document template.

其中，选项值是指每一业务项目中的单据选项对应的属性值。进一步地，单据模板中设置有固定域和弹性域。弹性域是在单据模板中由用户根据自身需求自主设置单据选项的区域。固定域时是在单据模板中默认包含的单据选项的区域。单据选项标识包括固定域标识和弹性域标识。其中，固定域标识是用于识别固定域的唯一标识。弹性域标识是用于识别弹性域的唯一标识。The option value refers to the attribute value corresponding to the document option in each business item. Further, a fixed domain and a flexible domain are set in the document template. A flexfield is an area in a document template that the user sets the document option autonomously according to his or her own needs. Fixed domain is the area of the document option that is included by default in the document template. The document option identifier includes a fixed domain identifier and a flexfield identifier. The fixed domain identifier is a unique identifier used to identify the fixed domain. A flexfield identity is a unique identifier that identifies a flexfield.

具体地，在获取到每一业务项目中的单据选项对应的选项值之后，基于单据选项标识将每一业务项目中的单据选项对应的选项值相应的添加到单据模板中对应的带有区域(即固定域或弹性域)标识的单据选项中，以获取待审批单据。例如：业务项目为银行存款时的单据选项包括子目和银行识别号。其中，子目是在制作会计凭证时固定的单据选项，而银行识别号是用户基于银行存款科目自行添加的单据选项，因此将子目对应的选项值添加到单据模板中带有固定域标识的单据选项中，将银行识别号与其对应的选项值添加到单据模板中带有弹性域标识的单据选项中，以获取待审批单据。该待审批单据的制作过程无需用户手动输入即可制作单据，提高工作效率，尤其在需要重复制作的大量单据的情况下，该单据自动化生成方法能够省去手动输入的时间，大大减少人工成本。Specifically, after obtaining the option value corresponding to the document option in each business item, the option value corresponding to the document option in each business item is correspondingly added to the corresponding zone in the document template based on the document option identifier ( That is, the fixed domain or flexfield) is identified in the document option to obtain the pending document. For example, the document option when the business item is a bank deposit includes the sub-item and the bank identification number. The sub-item is a fixed document option when the accounting document is produced, and the bank identification number is a document option that the user adds himself based on the bank deposit account, so the option value corresponding to the sub-item is added to the document template with the fixed domain identifier. In the document option, add the bank identification number and its corresponding option value to the document option with the flexfield ID in the document template to obtain the pending document. The production process of the pending documents can be used to create documents without manual input by the user, thereby improving work efficiency, especially in the case of a large number of documents that need to be repeatedly produced, the document automatic generation method can save manual input time and greatly reduce labor costs.

进一步地，单据模板还包括附件域和预览区域。用户可对附件域和预览区域进行配置，以形成待审批单据。其中，附件域是指用户可以上传附件的区域，比如合同附件等，以辅助审核平台对该待审批单据进行审批。预览区域是用户可直观地查看将要生成的待审批单据，以使用户能够再次验证待审批单据的准确性。Further, the document template further includes an attachment field and a preview area. The user can configure the attachment field and the preview area to form a pending document. The attachment field refers to an area where the user can upload an attachment, such as a contract attachment, to assist the audit platform in approving the pending document. The preview area allows the user to visually view the pending documents to be generated so that the user can verify the accuracy of the pending documents again.

S40：将待审批单据发送给审核平台，并获取审核平台反馈的审批结果，若审批结果为审核通过时，将待审批单据作为原始单据。S40: Send the pending documents to the auditing platform, and obtain the approval result of the feedback of the auditing platform. If the approval result is the approval, the pending documents are used as the original documents.

其中，原始单据是在财务***中与该待审批单据类型相同的单据的第一期单据。进一步地，待审批单据还包括经办人ID，经办人ID是用于识别创建待审批单据的用户的唯一标识。The original document is the first document of the document in the financial system that is of the same type as the document to be approved. Further, the pending document further includes a manager ID, and the manager ID is a unique identifier for identifying a user who creates the pending document.

具体地，将待审批单据发送给审核平台进行审核，并获取审批平台反馈的审批结果，若审批结果为审核通过时，将待审批单据作为原始单据，为后续定期生成单据提供技术支持。若审批结果为审核不通过时，则会将该待审批单据的审核结果和审核不通过原因发送给与待审批单据对应的经办人ID对应的平台，以使经办人能够及时跟进单据的处理状态，提高工作效率。Specifically, the to-be-approved document is sent to the auditing platform for review, and the approval result of the feedback of the approval platform is obtained. If the approval result is the approval, the pending document is used as the original document to provide technical support for subsequent periodic generation of the document. If the approval result is that the review fails, the audit result of the pending document and the reason for the failure to pass the verification are sent to the platform corresponding to the operator ID corresponding to the pending document, so that the manager can follow up the document in time. The processing status improves work efficiency.

S50：基于定期触发时间和单据模板，生成与原始单据类型相同的目标单据。S50: Generate a target document of the same type as the original document based on the periodic trigger time and the document template.

本实施例中，服务器在***时间为定期触发时间时，会基于单据模板，生成与原始单据类型相同的目标单据。具体地，服务器会基于与原始单据对应的单据模板，按照定期触发时间的设定，定期生成与原始单据类型相同的目标单据，以使分支机构可以在固定时间(即定期触发时间)制作大量财务单据并上传到总部机构时(如机构会计每月会向中心会计上传相同类型的单据，以便中心会计制作总账)，省去端到端重复操作，节省时间，同时减少人为操作失误或不规范操作造成的损失。其中，机构会计是指分支机构的财务人员，中心会计是指总部机构的财务人员。In this embodiment, when the system time is the periodic trigger time, the server generates a target document with the same type as the original document based on the document template. Specifically, the server periodically generates a target document of the same type as the original document based on the document template corresponding to the original document, so that the branch office can generate a large amount of finance at a fixed time (ie, periodically triggering time) according to the setting of the periodic trigger time. When the documents are uploaded to the head office (for example, the agency accountant uploads the same type of documents to the central accountant every month, so that the central accountant can make the general ledger), eliminating end-to-end repetitive operations, saving time and reducing human error or irregular operation. The damage caused. Among them, institutional accounting refers to the financial staff of the branch, and central accounting refers to the financial personnel of the headquarters organization.

本实施例中，先获取定期生成单据请求，单据生成请求包括定期触发时间和模板标识，以便基于模板标识，获取与模板标识对应的单据模板，以使用户可根据自身需求调用不同单据类型的单据模板，并利用该单据模板制作单据，有利于提高单据制作效率。然后，基于每一业务项目中的单据选项获取对应的选项值，基于选项值和单据模板形成待审批单据，该过程无需用户手动输入即可制作单据，提高工作效率，大大减少人工成本。将待审批单据发送给审核平台，并获取审核平台反馈的审批结果，若审批结果为审核通过时，将待审批单据作为原始单据，以保证原始单据的可靠性。最后，基于与原始单据对应的单据模板，按照定期触发时间的设定，定期生成与原始单据类型相同的目标单据，以省去端到端重复操作，节省时间，同时减少人为操作失误或不规范操作造成的损失。In this embodiment, the method for generating a bill is generated on a regular basis, and the bill generation request includes a periodic triggering time and a template identifier, so as to obtain a document template corresponding to the template identifier based on the template identifier, so that the user can call the document of different document types according to the needs of the user. Templates, and the use of the document template to create documents, is conducive to improving the efficiency of document production. Then, based on the document option in each business item, the corresponding option value is obtained, and the pending document is formed based on the option value and the document template. The process can create a document without manual input by the user, thereby improving work efficiency and greatly reducing labor cost. The pending documents are sent to the auditing platform, and the approval results of the feedback of the auditing platform are obtained. If the approval result is approved, the pending documents are used as the original documents to ensure the reliability of the original documents. Finally, based on the document template corresponding to the original document, the target document with the same type as the original document is periodically generated according to the setting of the periodic triggering time, so as to save end-to-end repeated operations, save time, and reduce human error or irregularity. Loss caused by operation.

在一具体实施方式中，模板标识包括动态链接。动态链接是用户根据自身需求进行配置的用于获取业务配置信息的属性链接。如图2所示，步骤S20中，即基于模板标识，获取对应的单据模板，具体包括如下步骤：In a specific embodiment, the template identification includes a dynamic link. A dynamic link is a property link that a user configures according to his or her own needs to obtain business configuration information. As shown in FIG. 2, in step S20, the corresponding document template is obtained based on the template identifier, which specifically includes the following steps:

S21：基于动态链接，获取业务配置信息。S21: Obtain service configuration information based on dynamic links.

本实施例中，该动态链接包括但不限于业务大类、业务小类和帐套等信息。业务大类是指将业务项目进行分类的类别，该业务大类包括资产类、负债类、共同类、所有者权益类、成本类科目和损益类科目等。业务小类是指在业务大类的类别下的明细类，例如，损益类科目中的城市建设维护税。帐套是建立在计算机***中一套相互关联的账簿体系。In this embodiment, the dynamic link includes but is not limited to information such as a service category, a service class, and a set of books. The business category refers to the categories that classify business items. The business categories include asset class, liability class, common class, owner equity class, cost class account and profit and loss account. The business sub-category refers to the sub-category under the category of the business category, for example, the urban construction maintenance tax in the profit and loss account. A set of books is a set of interlinked bookkeeping systems built into a computer system.

业务配置信息是用户根据自身需求对单据模板进行配置的配置信息。业务配置信息包括按预设参数规则配置的至少一个业务项目，每一业务项目对应至少一个单据选项。预设参数规则是预先设定好的用于配置单据模板的参数规则。具体地，用户可基于动态链接中的业务大类、业务小类和帐套等信息进行配置获取业务配置信息列表。其中，业务配置信息列表是数据库中预先存储的包含至少一个原始业务项目和对应的至少一个原始单据选项的列表。基于用户对业务配置信息列表中的原始业务项目和对应的原始单据选项的选择，以获取业务配置信息。The service configuration information is configuration information that the user configures the document template according to his or her own needs. The service configuration information includes at least one business item configured according to a preset parameter rule, and each business item corresponds to at least one document option. The preset parameter rule is a preset parameter rule for configuring a document template. Specifically, the user may perform configuration to obtain a service configuration information list based on information such as a service category, a service class, and a set of books in the dynamic link. The service configuration information list is a pre-stored list of at least one original business item and corresponding at least one original document option stored in the database. The service configuration information is obtained based on the user's selection of the original business item and the corresponding original document option in the service configuration information list.

S22：基于业务配置信息进行关键字匹配，获取对应的单据模板。S22: Perform keyword matching based on the service configuration information to obtain a corresponding document template.

具体地，***中会基于业务配置信息形成关键字映射表。该关键字映射表与单据模板中的作用域相关联。其中，作用域是指单据模板中用于显示不同类型字段的区域，包括弹性域和固定域。通过关键字匹配即可将带有弹性域标识和固定域标识的单据选项相应的添加到单据模板中对应的区域内，以获取对应的单据模板，该过程无需人为干预即可获取单据模板，提高自动化程度。例如：业务项目为银行存款时的单据选项包括子目、成本中心、关联方和银行识别号。其中，子目、成本中心和关联方是在制作会计凭证时的固定的单据选项，而银行识别号是用户基于银行存款科目自行添加的单据选项，因此将子目、成本中心和关联方添加到单据模板的固定域中，将银行识别号添加到单据模板的弹性域中。Specifically, a keyword mapping table is formed in the system based on the service configuration information. This keyword mapping table is associated with the scope in the document template. The scope refers to the area in the document template used to display different types of fields, including the flexfield and the fixed domain. By keyword matching, the document option with the flexfield identifier and the fixed domain identifier can be added to the corresponding area in the document template to obtain the corresponding document template. This process can obtain the document template without human intervention. degree of automation. For example, the document option when the business item is a bank deposit includes sub-items, cost centers, related parties, and bank identification numbers. Among them, sub-items, cost centers and related parties are fixed document options when making accounting documents, and bank identification numbers are user-added document options based on bank deposit accounts, so sub-items, cost centers and related parties are added to In the fixed domain of the document template, add the bank identification number to the flexfield of the document template.

本实施例中，基于动态链接中的业务大类、业务小类和帐套等信息获取业务配置信息列表，然后基于用户对业务配置信息列表中的原始业务项目和对应的原始单据选项的选择，获取业务配置信息，以便基于业务配置信息进行关键字匹配，获取对应的单据模板，此过程无需人为干预即可获取单据模板，提高单据生成的自动化程度。In this embodiment, the service configuration information list is obtained based on the service category, the service subclass, and the account set in the dynamic link, and then based on the user's selection of the original service item and the corresponding original document option in the service configuration information list. Obtain the service configuration information, so as to perform keyword matching based on the service configuration information, and obtain the corresponding document template. This process can obtain the document template without human intervention, and improve the automation of the document generation.

在一具体实施方式中，如图3所示，步骤S21中，即基于动态链接，获取业务配置信息，具体包括如下步骤：In a specific implementation, as shown in FIG. 3, in step S21, the service configuration information is obtained based on the dynamic link, which specifically includes the following steps:

S211：基于动态链接，进入业务配置界面，业务配置界面上显示至少一个原始项目和至少一个原始选项。S211: Enter a service configuration interface based on the dynamic link, and display at least one original item and at least one original option on the service configuration interface.

其中，业务配置界面是用于获取业务配置信息的可视化界面。具体地，基于动态链接，进入业务配置界面，在业务配置界面上会显示业务项目列表，该业务项目列表包括至少一个原始项目，每一原始项目对应一个原始选项列表，以供用户选择，方便使用。The service configuration interface is a visual interface for obtaining service configuration information. Specifically, based on the dynamic link, the service configuration interface is displayed, and the business item list is displayed on the service configuration interface. The business item list includes at least one original item, and each original item corresponds to a list of original options for the user to select and convenient to use. .

S212：采用钩选或输入的方式，按预设参数规则从至少一个原始项目中获取对应的至少一个业务项目。S212: Acquire at least one business item from at least one original item according to a preset parameter rule by using a hook selection or input manner.

具体地，采用钩选或输入的方式，按预设参数规则从至少一个原始项目中获取对应的至少一个业务项目。预设参数规则包括按照用户选择的业务项目和单据选项的选择顺序，对单据模板中的业务项目和单据选项进行关键字映射。该过程无需手动输入，完全依赖于***预先设定的参数规则进行关键字映射，即可快速获取业务信息，节省时间，提高效率。Specifically, the corresponding at least one business item is obtained from the at least one original item according to a preset parameter rule by means of hooking or inputting. The preset parameter rule includes keyword mapping of the business item and the document option in the document template according to the selection order of the business item and the document option selected by the user. The process does not need to be manually input, and relies on the parameter rules preset by the system for keyword mapping, so that the business information can be quickly obtained, saving time and improving efficiency.

S213：基于每一业务项目，从至少一个原始选项中获取对应的至少一个单据选项。S213: Acquire, according to each business item, a corresponding at least one document option from at least one original option.

具体地，基于每一业务项目，从至少一个原始选项中获取对应的至少一个单据选项。例如，银行存款(业务项目)对应的原始选项包括银行识别号和银行记账日期等，用户可从银行识别号和银行记账日期中选择一个或多个原始选项作为单据选项，该操作过程方便快捷，节省时间。Specifically, based on each business item, a corresponding at least one document option is obtained from at least one original option. For example, the original option corresponding to a bank deposit (business item) includes a bank identification number and a bank billing date, etc., and the user can select one or more original options from the bank identification number and the bank billing date as a document option, which is convenient for the operation. Fast and save time.

本实施例中，基于动态链接，进入业务配置界面，在业务配置界面上会显示业务项目列表，以供用户选择，用户可采用钩选或输入的方式，从至少一个原始项目中获取对应的至少一个业务项目，基于用户选择的业务项目的选择顺序对单据模板中的业务项目和单据选项进行关键字映射。该过程无需手动输入，完全依赖于***预先设定的参数规则进行关键字映射，即可快速获取至少一个业务项目。最后，基于每一业务项目，从至少一个原始选项中获取对应的至少一个单据选项，方便快捷，节省时间。In this embodiment, based on the dynamic link, the service configuration interface is entered, and the service item list is displayed on the service configuration interface for the user to select, and the user may obtain at least one corresponding item from at least one original item by using a hook selection or input manner. A business project that performs keyword mapping on business items and document options in a document template based on the order in which the user selects the business item. The process does not require manual input, and relies on the system's preset parameter rules for keyword mapping, so that at least one business item can be quickly obtained. Finally, based on each business item, obtaining at least one corresponding document option from at least one original option is convenient and time-saving.

在一具体实施方式中，单据生成请求还包括机构标识，其中，机构标识是用于识别不同分支机构的唯一标识。步骤S30中，基于每一业务项目中的单据选项获取对应的选项值具体为：基于机构标识，获取对应的原始数据表，基于每一业务项目中的单据选项，从原始数据表中获取对应的选项值。In a specific embodiment, the document generation request further includes an organization identifier, wherein the organization identifier is a unique identifier for identifying different branch offices. In step S30, the corresponding option value is obtained based on the document option in each business item, specifically: acquiring the corresponding original data table based on the organization identifier, and obtaining the corresponding data from the original data table based on the document option in each business item. Option value.

原始数据表是***预先采集并存储的与机构标识相关联的原始数据的集合。具体地，***中会预先存储有各分支机构的原始数据表。基于机构标识，获取与机构标识对应的原始数据表，基于业务项目->单据选项的顺序查找数据库获取对应的原始数据表，并从原始数据表中获取对应的选项值。本实施例中，数据库会实时更新与机构标识对应的原始数据表，以使单据中的业务配置信息具有实时同步性，为用户提供更可靠的数据。The raw data table is a collection of raw data associated with the organization identity that is pre-collected and stored by the system. Specifically, the original data table of each branch office is pre-stored in the system. Based on the organization identifier, the original data table corresponding to the organization identifier is obtained, and the corresponding original data table is obtained by searching the database based on the order of the business item->document option, and the corresponding option value is obtained from the original data table. In this embodiment, the database updates the original data table corresponding to the organization identifier in real time, so that the service configuration information in the document has real-time synchronization, and provides users with more reliable data.

在一具体实施方式中，如图4所示，步骤S30之后，该单据自动化生成方法还包括如下步骤：In a specific embodiment, as shown in FIG. 4, after step S30, the method for automatically generating documents further includes the following steps:

S311：基于待审批单据，获取对应的审批属性。S311: Acquire a corresponding approval attribute based on the pending document.

其中，审批属性是***预先设定的用于获取审批路径的属性。***中会预先存储有审批属性表，该审批属性表用于存储不同单据类型对应的审批属性。具体地，通过读取待审批单据的类型，并与预设审批属性表中的单据类型进行匹配，以获取对应的审批属性，以便后续基于审批属性，获取对应的审批路径。The approval attribute is an attribute preset by the system for obtaining an approval path. An approval attribute table is stored in advance in the system, and the approval attribute table is used to store approval attributes corresponding to different document types. Specifically, the type of the document to be approved is read and matched with the document type in the preset approval attribute table to obtain the corresponding approval attribute, so as to obtain the corresponding approval path based on the approval attribute.

S312：基于审批属性，获取对应的审批路径。S312: Obtain a corresponding approval path based on the approval attribute.

其中，审批路径是***基于审批属性预先设定的用于对单据进行审批的流程。例如，若获取的待审批单据对应的审批属性为月度活动预算，则将月度活动预算与***预先设置的标准数值相比较，若月度活动预算小于标准数值，则获取的审批路径为1→2→3，1→2→3表示将待审批单据发送给1级审批人员、2级审批人员和3级审批人员进行审批；若月度活动预算不小于标准数值，即其月度活动预算过大，导致采用审批路径为1→2→3进行审批不过关，还需要将待审批单据发送给高一级的审批人员，因此该审批路径可以为1→2→3→4。The approval path is a process for the system to approve the documents based on the approval attributes. For example, if the approval attribute corresponding to the pending document is the monthly activity budget, the monthly activity budget is compared with the standard value preset by the system. If the monthly activity budget is less than the standard value, the obtained approval path is 1→2→ 3,1→2→3 means that the documents to be approved are sent to the level 1 approving personnel, the level 2 approving personnel and the level 3 approving personnel for approval; if the monthly activity budget is not less than the standard value, that is, the monthly activity budget is too large, resulting in adoption. The approval path is 1→2→3 for approval, but the pending documents need to be sent to the higher-level approval personnel. Therefore, the approval path can be 1→2→3→4.

可以理解地，步骤S40具体为：将待审批单据发送给审批平台，以使审批平台基于审批路径对待审批单据进行分配处理，分配到不同的审批人员对应的审核平台(具体为该审批人员对应的审批界面)进行审批。可以理解地，在审核平台对待审批单据进行审批时，若待审批单据对应的所有审批人员对该待审批单据的审批结果都为审批通过时，该单据审批通过。若待审批单据对应的审批人员中有一个审批人员对该待审批单据的审批结果为审批不通过时，该待审批单据审批不通过。It can be understood that step S40 is specifically: sending the to-be-approved document to the approval platform, so that the approval platform processes the approval document based on the approval path, and assigns it to an audit platform corresponding to different approval personnel (specifically, the approval personnel corresponding to the approval Approval interface) for approval. It can be understood that when the approval platform approves the approval document, if all the approval personnel corresponding to the pending document approve the approval result of the pending document, the document is approved. If one of the approvers corresponding to the pending documents has an approval result for the pending documents, the approval of the pending documents will not pass.

本实施例中，通过读取待审批单据的类型，并与预设审批属性表中的单据类型进行匹配，以获取对应的审批属性，以便基于审批属性，获取对应的审批路径，以便后续基于获取的审批路径进行审批，以实现审批流程自动化的目的。In this embodiment, by reading the type of the document to be approved and matching with the document type in the preset approval attribute table, the corresponding approval attribute is obtained, so as to obtain the corresponding approval path based on the approval attribute, so as to obtain the subsequent approval path. The approval path is approved for the purpose of automating the approval process.

在一具体实施方式中，步骤S10之前，该单据自动化生成方法还包括步骤S60：预先创建单据模板，以便利用预先创建的单据模板实现自动化生成单据的目的。如图5所示，步骤S60中，即预先创建单据模板，具体包括如下步骤：In a specific embodiment, before the step S10, the document automatic generation method further includes a step S60: creating a document template in advance, so as to realize the purpose of automatically generating the document by using the pre-created document template. As shown in FIG. 5, in step S60, the document template is created in advance, and specifically includes the following steps:

S61：在单据模板创建界面上获取单据模板框架。S61: Obtain a document template framework on the document template creation interface.

其中，单据模板创建界面是用于创建单据模板的配置界面。单据模板框架是用于创建单据模板的初始框架，该单据模板框架包括单据编辑格式，例如会计凭证的一般格式。具体地，***在单据模板创建界面上显示预先存储不同类型单据的单据模板框架列表，该单据模板框架列表包括至少一个原始单据模板框架，用户可采用拖拽的方式，从单据模板框架列表中选择所需的原始单据模板框架作为步骤S61所确定的单据模板框架。The document template creation interface is a configuration interface for creating a document template. The document template framework is the initial framework for creating a document template that includes a document editing format, such as the general format of accounting documents. Specifically, the system displays a list of document template frames pre-storing different types of documents on the document template creation interface, the document template frame list includes at least one original document template frame, and the user can select from the list of document template frames by dragging and dropping The required original document template framework is used as the document template framework determined in step S61.

S62：为模板框架设置不同的作用域，获取单据模板。S62: Set different scopes for the template framework to obtain a document template.

具体地，为模板框架设置不同的作用域，该作用域包括弹性域、固定域、附件域和预览区域。通过为模板框架设置不同的作用域以形成单据模板，以便于后续调用该单据模板实现自动化制作单据，节省时间，提高效率。Specifically, different scopes are set for the template framework, and the scope includes a flexfield, a fixed domain, an attachment domain, and a preview area. Save time and improve efficiency by setting different scopes for the template framework to form a document template, so as to facilitate the subsequent call of the document template to automate the production of documents.

本实施例中，通过预先创建单据模板为后续单据制作调用，以使单据的制作过程中，可直接调用预先创建好的单据模板而无需再次编辑程序，节省单据生成时间，降低单据生成工作量，提高单据生成效率。In this embodiment, the document template is created in advance to make a call for the subsequent document, so that the pre-created document template can be directly called during the production process of the document without saving the program, saving the document generation time and reducing the workload of the document generation. Improve document generation efficiency.

在一具体实施方式中，如图6所示，步骤S50中，即基于定期触发时间和单据模板，生成与原始单据类型相同的目标单据，具体包括如下步骤：In a specific embodiment, as shown in FIG. 6, in step S50, based on the periodic triggering time and the document template, the same target document as the original document type is generated, which specifically includes the following steps:

S51：若***当前时间为定期触发时间，则获取定期触发时间与上一定期触发时间之间的待处理数据。S51: If the current time of the system is the periodic trigger time, the data to be processed between the periodic trigger time and the last periodic trigger time is obtained.

其中，***当前时间是指当前读取的***时间。本实施例中，可采用System.currentTimeMillis(当前时间)方法获取***当前时间。待处理数据是指分支机构中定期触发时间与上一定期触发时间之间的原始数据。原始数据是指***中预先存储的各分支机构的原始数据表中的数据。具体地，若***当前时间为定期触发时间，证明***当前时间即为单据的定期生成时间，则从数据库中获取定期触发时间与上一定期触发时间之间的待处理数据。该过程通过获取定期触发时间与上一定期触发时间之间的待处理数据制作单据，以保证制作的单据具有实时同步性。The current time of the system refers to the system time currently read. In this embodiment, the current time of the system can be obtained by using the System.currentTimeMillis (current time) method. The pending data refers to the raw data between the periodic trigger time and the last periodic trigger time in the branch office. The raw data refers to the data in the original data table of each branch office pre-stored in the system. Specifically, if the current time of the system is the periodic triggering time, and the current time of the system is the periodic generation time of the document, the data to be processed between the periodic triggering time and the last periodic triggering time is obtained from the database. The process creates a document by acquiring data to be processed between the periodic triggering time and the last periodic triggering time to ensure real-time synchronization of the produced documents.

S52：从待处理数据中，获取单据模板中每一单据选项对应的具体数值。S52: Obtain a specific value corresponding to each document option in the document template from the to-be-processed data.

其中，待处理数据包括单据选项和对应的具体数值。该具体数值可以包括从业务方获取的数值，也可以包括基于业务方获取的数据采用预设的核算规则进行计算的数值。预设的核算规则是预先定义好的用于获取与单据选项对应的具体数值的核算规则，例如利润(单据选项)的核算规则。具体地，基于单据模板中的业务配置信息(即业务项目和单据选项)，从待处理数据中，采用预设的核算规则获取与单据模板中每一单据选项对应的具体数值，该过程通过统一的核算规则，获取每一单据选项对应的具体数值，以避免因核算规则不同所造成的损失。The data to be processed includes a document option and a corresponding specific value. The specific value may include a value obtained from a business party, and may also include a value calculated based on data acquired by the business party using a preset accounting rule. The preset accounting rule is a pre-defined accounting rule for obtaining a specific value corresponding to the document option, such as an accounting rule for profit (document option). Specifically, based on the service configuration information (ie, the service item and the document option) in the document template, the specific value corresponding to each document option in the document template is obtained from the to-be-processed data by using a preset accounting rule, and the process is unified. The accounting rules obtain the specific values corresponding to each document option to avoid losses caused by different accounting rules.

S53：基于单据模板和具体数值，生成与原始单据类型相同的目标单据。S53: Generate a target document of the same type as the original document based on the document template and the specific value.

具体地，将获取每一单据选项对应的具体数值添加到单据模板中对应的单据选项中，以获取与原始单据类型相同(即获取与原始单据采用的单据模板相同)的目标单据，该过程无需人工干预，以实现单据的自动化生成。Specifically, the specific value corresponding to each document option is added to the corresponding document option in the document template to obtain the target document with the same original document type (that is, obtaining the same document template as the original document), and the process does not need to be performed. Manual intervention to automate the generation of documents.

本实施例中，通过读取***当前时间，以判断是否为定期触发时间，若若***当前时间为定期触发时间，证明***当前时间即为单据的定期生成时间，则从数据库中获取定期触发时间与上一定期触发时间之间的待处理数据，以便从待处理数据中，采用预设的核算规则，获取与单据模板中每一单据选项对应的具体数值。该过程通过统一的核算规则，获取每一单据选项对应的具体数值，以避免因核算规则不同所造成的损失。最后，基于单据模板和具体数值，生成与原始单据类型相同的目标单据，以实现单据的自动化生成。In this embodiment, the current time of the system is read to determine whether it is a periodic trigger time. If the current time of the system is the periodic trigger time, and the current time of the system is the periodic generation time of the document, the periodic trigger time is obtained from the database. The data to be processed between the last periodic trigger time and the last periodic trigger time is used to obtain a specific value corresponding to each document option in the document template from the pending data by using a preset accounting rule. The process obtains the specific value corresponding to each document option through a unified accounting rule to avoid losses caused by different accounting rules. Finally, based on the document template and the specific values, the same target document as the original document type is generated to realize the automatic generation of the documents.

本实施例中，先获取定期生成单据请求，单据生成请求包括定期触发时间和模板标识，以便基于动态链接中的业务大类、业务小类和帐套等信息获取业务配置信息列表，然后基于用户对原始单据模板中的业务配置信息列表中的原始业务项目和对应的原始单据选项的选择，以获取业务配置信息，以便基于业务配置信息进行关键字匹配，获取对应的单据模板，无需人为干预即可获取单据模板，提高自动化程度。然后，基于机构标识，获取与机构标识对应的原始数据表，并从原始数据表中获取对应的选项值，以便基于选项值和单据模板形成待审批单据。该过程无需用户手动输入即可制作单据，提高工作效率，大大减少人工成本。通过读取待审批单据的类型，并与预设审批属性表中的单据类型进行匹配，以获取对应的审批属性，以便基于审批属性，获取对应的审批路径，以实现审批流程自动化的目的。然后，基于审批路径将待审批单据发送给审核平台，并获取审核平台反馈的审批结果，若审批结果为审核通过时，将待审批单据作为原始单据，以保证原始单据的可靠性。最后，通过读取当前的***时间，以判断是否为定期触发时间，若***当前时间为定期触发时间，则从数据库中获取定期触发时间与上一定期触发时间之间的待处理数据，以便从待处理数据中，采用预设的核算规则，获取与单据模板中每一单据选项对应的具体数值，该过程通过统一的核算规则，获取每一单据选项对应的具体数值，以避免因核算规则不同所造成的损失。最后，基于单据模板和具体数值，生成与原始单据类型相同的目标单据，以实现单据的自动化生成，节省时间，同时减少人为操作失误或不规范操作造成的损失。In this embodiment, the request for generating a bill is periodically generated, and the bill generation request includes a periodic trigger time and a template identifier, so as to obtain a service configuration information list based on information such as a service category, a service subclass, and a set of books in the dynamic link, and then based on the user. Selecting the original business item and the corresponding original document option in the service configuration information list in the original document template to obtain the service configuration information, so as to perform keyword matching based on the service configuration information, and obtain the corresponding document template without human intervention. Get document templates to increase automation. Then, based on the organization identifier, the original data table corresponding to the organization identifier is obtained, and the corresponding option value is obtained from the original data table, so as to form a pending document based on the option value and the document template. This process can produce documents without manual input by the user, which improves work efficiency and greatly reduces labor costs. By reading the type of the document to be approved and matching with the document type in the preset approval attribute table, the corresponding approval attribute is obtained, so that the corresponding approval path is obtained based on the approval attribute, so as to achieve the purpose of automating the approval process. Then, the pending documents are sent to the auditing platform based on the approval path, and the approval result of the feedback of the auditing platform is obtained. If the approval result is the approval, the pending documents are used as the original documents to ensure the reliability of the original documents. Finally, by reading the current system time to determine whether it is a periodic trigger time, if the current time of the system is a periodic trigger time, the pending data between the periodic trigger time and the last periodic trigger time is obtained from the database, so as to In the data to be processed, a specific accounting rule is used to obtain a specific value corresponding to each document option in the document template, and the process obtains a specific value corresponding to each document option through a unified accounting rule to avoid different accounting rules. The damage caused. Finally, based on the document template and the specific value, the same target document as the original document type is generated to realize the automatic generation of the document, saving time and reducing the loss caused by human error or irregular operation.

应理解，上述实施例中各步骤的序号的大小并不意味着执行顺序的先后，各过程的执行顺序应以其功能和内在逻辑确定，而不应对本申请实施例的实施过程构成任何限定。It should be understood that the size of the sequence of the steps in the above embodiments does not imply a sequence of executions, and the order of execution of the processes should be determined by its function and internal logic, and should not be construed as limiting the implementation process of the embodiments of the present application.

实施例2Example 2

图7示出与实施例1中单据自动化生成方法一一对应的单据自动化生成装置的原理框图。如图7所示，该单据自动化生成装置包括定期生成单据请求获取模块10、单据模板获取模块20、待审批单据获取模块30、原始单据获取模块40、目标单据生成模块50和单据模板创建快60。其中定期生成单据请求获取模块10、单据模板获取模块20、待审批单据获取模块30、原始单据获取模块40、目标单据生成模块50和单据模板创建快60的实现功能与实施例中单据自动化生成方法对应的步骤一一对应，为避免赘述，本实施例不一一详述。FIG. 7 is a block diagram showing the principle of the document automatic generation device corresponding to the document automatic generation method in the first embodiment. As shown in FIG. 7, the document automatic generation device includes a periodic generation document request acquisition module 10, a document template acquisition module 20, a pending document acquisition module 30, an original document acquisition module 40, a target document generation module 50, and a document template creation speed of 60. . The method for automatically generating the document request obtaining module 10, the document template obtaining module 20, the pending document obtaining module 30, the original document obtaining module 40, the target document generating module 50, and the document template creation fast 60 and the method for automatically generating the document in the embodiment Corresponding steps correspond one-to-one, and in order to avoid redundancy, the present embodiment will not be described in detail.

定期生成单据请求获取模块10，用于获取定期生成单据请求，单据生成请求包括定期触发时间和模板标识。The document request obtaining module 10 is generated periodically for acquiring a periodic request for generating a document, and the document generating request includes a periodic triggering time and a template identifier.

单据模板获取模块20，用于基于模板标识，获取对应的单据模板。单据模板包括至少一个业务项目，每一业务项目对应至少一个单据选项。The document template obtaining module 20 is configured to obtain a corresponding document template based on the template identifier. The document template includes at least one business item, and each business item corresponds to at least one document option.

待审批单据获取模块30，用于基于每一业务项目中的单据选项获取对应的选项值，基于选项值和单据模板形成待审批单据。The pending document obtaining module 30 is configured to obtain a corresponding option value based on the document option in each business item, and form a pending document based on the option value and the document template.

原始单据获取模块40，用于将待审批单据发送给审核平台，并获取审批平台反馈的审批结果，若审批结果为审核通过时，将待审批单据作为原始单据。The original document obtaining module 40 is configured to send the pending documents to the auditing platform, and obtain the approval result of the feedback of the approval platform. If the approval result is the approval, the pending documents are used as the original documents.

目标单据生成模块50，用于基于定期触发时间和单据模板，生成与原始单据类型相同的目标单据。The target document generating module 50 is configured to generate the same target document as the original document type based on the periodic trigger time and the document template.

优选地，该单据自动化生成装置还包括单据模板创建快60，用于创建单据模板。Preferably, the document automation generating device further comprises a document template creation fast 60 for creating a document template.

单据模板创建快60包括模板框架获取单元61和单据模板获取单元62。The document template creation fast 60 includes a template frame acquisition unit 61 and a document template acquisition unit 62.

模板框架获取单元61，用于在单据模板创建界面上获取单据模板框架。The template frame obtaining unit 61 is configured to obtain a document template frame on the document template creation interface.

单据模板获取单元62，用于为模板框架设置不同的作用域，获取单据模板。The document template obtaining unit 62 is configured to set different scopes for the template frame and obtain a document template.

优选地，模板标识包括动态链接。Preferably, the template identification comprises a dynamic link.

单据模板获取模块20包括单据选项单元21和单据模板获取单元22。The document template acquisition module 20 includes a document option unit 21 and a document template acquisition unit 22.

单据选项单元21，用于基于动态链接，获取业务配置信息，业务配置信息包括按预设参数规则配置的至少一个业务项目，每一业务项目对应至少一个单据选项。The document option unit 21 is configured to obtain service configuration information based on the dynamic link, where the service configuration information includes at least one service item configured according to a preset parameter rule, and each business item corresponds to at least one document option.

单据模板获取单元22，用于基于业务配置信息进行关键字匹配，获取对应的单据模板。The document template obtaining unit 22 is configured to perform keyword matching based on the service configuration information to obtain a corresponding document template.

优选地，单据选项单元21包括业务配置界面显示子单元211、业务项目获取子单元212和单据选项获取子单元213。Preferably, the document option unit 21 includes a service configuration interface display subunit 211, a business item acquisition subunit 212, and a document option acquisition subunit 213.

业务配置界面显示子单元211，用于基于动态链接，进入业务配置界面，业务配置界面上显示至少一个原始项目和至少一个原始选项。The service configuration interface display subunit 211 is configured to enter a service configuration interface based on the dynamic link, and display at least one original item and at least one original option on the service configuration interface.

业务项目获取子单元212，用于采用钩选或输入的方式，按预设参数规则从至少一个原始项目中获取对应的至少一个业务项目。The business item obtaining sub-unit 212 is configured to obtain, by using a hooking or input manner, the corresponding at least one business item from the at least one original item according to a preset parameter rule.

单据选项获取子单元213，用于基于每一业务项目，从至少一个原始选项中获取对应的至少一个单据选项。The document option obtaining sub-unit 213 is configured to obtain a corresponding at least one document option from the at least one original option based on each business item.

具体地，单据生成请求还包括机构标识。Specifically, the document generation request further includes an organization identifier.

待审批单据获取模块30，用于基于机构标识，获取对应的原始数据表，基于每一业务项目中的单据选项，从原始数据表中获取对应的选项值。The pending document obtaining module 30 is configured to obtain a corresponding original data table based on the organization identifier, and obtain a corresponding option value from the original data table based on the document option in each business item.

优选地，该单据自动化生成装置还包括审批属性获取单元311和审批路径获取单元312。Preferably, the document automatic generation device further includes an approval attribute acquisition unit 311 and an approval path acquisition unit 312.

审批属性获取单元311，用于基于待审批单据，获取对应的审批属性。The approval attribute obtaining unit 311 is configured to obtain a corresponding approval attribute based on the pending document.

审批路径获取单元312，用于基于审批属性，获取对应的审批路径。The approval path obtaining unit 312 is configured to obtain a corresponding approval path based on the approval attribute.

相应地，原始单据获取模块40，用于将待审批单据发送给审批平台，以使审批平台基于审批路径对待审批单据进行分配处理。Correspondingly, the original document obtaining module 40 is configured to send the pending documents to the approval platform, so that the approval platform performs the processing of the approval documents based on the approval path.

优选地，目标单据生成模块50包括待处理数据获取单元51、具体数值获取单元52和目标单据获取单元53。Preferably, the target document generating module 50 includes a to-be-processed data acquiring unit 51, a specific numerical value obtaining unit 52, and a target document acquiring unit 53.

待处理数据获取单元51，用于若***当前时间为定期触发时间，则获取定期触发时间与上一定期触发时间之间的待处理数据。The to-be-processed data acquiring unit 51 is configured to acquire data to be processed between the periodic triggering time and the last periodic triggering time if the current time of the system is the periodic triggering time.

具体数值获取单元52，用于从待处理数据中，获取单据模板中每一单据选项对应的具体数值。The specific value obtaining unit 52 is configured to obtain, from the data to be processed, a specific value corresponding to each document option in the document template.

目标单据获取单元53，用于基于单据模板和具体数值，生成与原始单据类型相同的目标单据。The target document obtaining unit 53 is configured to generate the same target document as the original document type based on the document template and the specific numerical value.

实施例3Example 3

本实施例提供一个或多个存储有计算机可读指令的非易失性可读存储介质，所述计算机可读指令被一个或多个处理器执行时，使得所述一个或多个处理器执行时实现实施例1中单据自动化生成方法，为避免重复，这里不再赘述。或者，所述计算机可读指令被一个或多个处理器执行时，使得所述一个或多个处理器执行时实现实施例2中单据自动化生成装置中各模块/单元的功能，为避免重复，这里不再赘述。The embodiment provides one or more non-volatile readable storage media having computer readable instructions that, when executed by one or more processors, cause the one or more processors to execute When the document automatic generation method in Embodiment 1 is implemented, in order to avoid repetition, details are not described herein again. Alternatively, when the one or more processors are executed by the one or more processors, when the one or more processors are executed, the functions of the modules/units in the document automatic generation device in Embodiment 2 are implemented, in order to avoid duplication, I won't go into details here.

可以理解地，所述计算机可读存储介质可以包括：能够携带所述计算机可读指令的任何实体或装置、记录介质、U盘、移动硬盘、磁碟、光盘、计算机存储器、只读存储器(ROM，Read-Only Memory)、随机存取存储器(RAM，Random Access Memory)、电载波信号和电信信号等。It will be understood that the computer readable storage medium may include any entity or device capable of carrying the computer readable instructions, a recording medium, a USB flash drive, a removable hard drive, a magnetic disk, an optical disk, a computer memory, a read only memory (ROM) , Read-Only Memory), Random Access Memory (RAM), electrical carrier signals, and telecommunications signals.

实施例4Example 4

图8是本申请一实施例提供的计算机设备的示意图。如图8所示，该实施例的计算机设备80包括：处理器81、存储器82以及存储在存储器82中并可在处理器81上运行的计算机可读指令83。处理器81执行计算机可读指令83时实现上述实施例1中各个单据自动化生成方法的步骤，例如图1所示的步骤S10至S50。或者，处理器81执行计算机可读指令83时实现上述实施例2中单据自动化生成装置中各模块/单元的功能，例如图7所示的定期生成单据请求获取模块10、单据模板获取模块20、待审批单据获取模块30、原始单据获取模块40、目标单据生成模块50和单据模板创建快60的功能。FIG. 8 is a schematic diagram of a computer device according to an embodiment of the present application. As shown in FIG. 8, computer device 80 of this embodiment includes a processor 81, a memory 82, and computer readable instructions 83 stored in memory 82 and executable on processor 81. When the processor 81 executes the computer readable instructions 83, the steps of the various document automatic generation methods in the above-described Embodiment 1 are implemented, such as steps S10 to S50 shown in FIG. Alternatively, when the processor 81 executes the computer readable instructions 83, the functions of the modules/units in the document automatic generation device in the second embodiment are implemented, for example, the periodic generation document request acquisition module 10 and the document template acquisition module 20 shown in FIG. The functions of the pending document acquisition module 30, the original document acquisition module 40, the target document generation module 50, and the document template creation fast 60 are provided.

所属领域的技术人员可以清楚地了解到，为了描述的方便和简洁，仅以上述各功能单元、模块的划分进行举例说明，实际应用中，可以根据需要而将上述功能分配由不同的功能单元、模块完成，即将所述装置的内部结构划分成不同的功能单元或模块，以完成以上描述的全部或者部分功能。It will be apparent to those skilled in the art that, for convenience and brevity of description, only the division of each functional unit and module described above is exemplified. In practical applications, the above functions may be assigned to different functional units as needed. The module is completed by dividing the internal structure of the device into different functional units or modules to perform all or part of the functions described above.

以上所述实施例仅用以说明本申请的技术方案，而非对其限制；尽管参照前述实施例对本申请进行了详细的说明，本领域的普通技术人员应当理解：其依然可以对前述各实施例所记载的技术方案进行修改，或者对其中部分技术特征进行等同替换；而这些修改或者替换，并不使相应技术方案的本质脱离本申请各实施例技术方案的精神和范围，均应包含在本申请的保护范围之内。The above-mentioned embodiments are only used to explain the technical solutions of the present application, and are not limited thereto; although the present application has been described in detail with reference to the foregoing embodiments, those skilled in the art should understand that they can still implement the foregoing embodiments. The technical solutions described in the examples are modified or equivalently replaced with some of the technical features; and the modifications or substitutions do not deviate from the spirit and scope of the technical solutions of the embodiments of the present application, and should be included in Within the scope of protection of this application.

Claims

一种单据自动化生成方法，其特征在于，包括：A document automatic generation method, comprising:

获取定期生成单据请求，所述单据生成请求包括定期触发时间和模板标识；Obtaining a periodically generated document request, where the document generation request includes a periodic trigger time and a template identifier;

基于所述模板标识，获取对应的单据模板；所述单据模板包括至少一个业务项目，每一所述业务项目对应至少一个单据选项；Obtaining, according to the template identifier, a corresponding document template; the document template includes at least one business item, and each of the business items corresponds to at least one document option;

基于每一所述业务项目中的单据选项获取对应的选项值，基于所述选项值和所述单据模板形成待审批单据；Obtaining a corresponding option value based on the document option in each of the business items, and forming a pending document based on the option value and the document template;

将所述待审批单据发送给审核平台，并获取审批平台反馈的审批结果，若所述审批结果为审核通过时，将所述待审批单据作为原始单据；Sending the to-be-approved document to the auditing platform, and obtaining the approval result of the feedback of the approval platform, and if the approval result is the approval, the pending document is used as the original document;

基于所述定期触发时间和所述单据模板，生成与所述原始单据类型相同的目标单据。A target document of the same type as the original document is generated based on the periodic trigger time and the document template.
如权利要求1所述的单据自动化生成方法，其特征在于，所述模板标识包括动态链接；The document automatic generation method according to claim 1, wherein the template identifier comprises a dynamic link;

基于所述模板标识，获取对应的单据模板，包括：Obtaining a corresponding document template based on the template identifier, including:

基于所述动态链接，获取业务配置信息；所述业务配置信息包括按预设参数规则配置的至少一个业务项目，每一业务项目对应至少一个单据选项；Obtaining service configuration information based on the dynamic link; the service configuration information includes at least one service item configured according to a preset parameter rule, and each service item corresponds to at least one document option;

基于所述业务配置信息进行关键字匹配，获取对应的单据模板。Perform keyword matching based on the service configuration information to obtain a corresponding document template.
如权利要求2所述的单据自动化生成方法，其特征在于，所述基于所述动态链接，获取业务配置信息，包括：The document automatic generation method according to claim 2, wherein the obtaining the service configuration information based on the dynamic link comprises:

基于所述动态链接，进入业务配置界面，所述业务配置界面上显示至少一个原始项目和至少一个原始选项；And entering, according to the dynamic link, a service configuration interface, where the at least one original item and at least one original option are displayed on the service configuration interface;

采用钩选或输入的方式，按所述预设参数规则从至少一个原始项目中获取对应的至少一个业务项目；Acquiring at least one business item from at least one original item according to the preset parameter rule by means of hooking or inputting;

基于每一所述业务项目，从至少一个原始选项中获取对应的至少一个单据选项。And obtaining, according to each of the business items, a corresponding at least one document option from at least one original option.
如权利要求1所述的单据自动化生成方法，其特征在于，所述单据生成请求还包括机构标识；The document automatic generation method according to claim 1, wherein the document generation request further comprises an organization identifier;

所述基于每一所述业务项目中的单据选项获取对应的选项值，包括：基于所述机构标识，获取对应的原始数据表，基于每一所述业务项目中的单据选项，从所述原始数据表中获取对应的选项值。And obtaining, according to the document option in each of the business items, a corresponding option value, including: acquiring, according to the organization identifier, a corresponding original data table, based on a document option in each of the business items, from the original Get the corresponding option value in the data table.
如权利要求1所述的单据自动化生成方法，其特征在于，在所述选项值和所述单据模板形成待审批单据的步骤之后，所述单据自动化生成方法还包括：The document automatic generation method according to claim 1, wherein after the step of the option value and the document template forming a document to be approved, the document automatic generation method further comprises:

基于所述待审批单据，获取对应的审批属性；Obtaining a corresponding approval attribute based on the to-be-approved document;

基于所述审批属性，获取对应的审批路径；Obtaining a corresponding approval path based on the approval attribute;

所述将所述待审批单据发送给审批平台，包括：将所述待审批单据发送给审批平台，以使所述审批平台基于所述审批路径对所述待审批单据进行分配处理。The sending the to-be-approved document to the approval platform includes: sending the to-be-approved document to the approval platform, so that the approval platform performs allocation processing on the to-be-approved document based on the approval path.
如权利要求1所述的单据自动化生成方法，其特征在于，在所述获取定期生成单据请求的步骤之前，所述单据自动化生成方法还包括：创建单据模板；The document automatic generation method according to claim 1, wherein the document automatic generation method further comprises: creating a document template before the step of acquiring the periodic generation document request;

所述配置单据模板，包括：The configuration document template includes:

在单据模板创建界面上获取单据模板框架；Obtain a document template framework on the document template creation interface;

为所述模板框架设置不同的作用域，获取所述单据模板。Setting a different scope for the template framework to obtain the document template.
如权利要求1所述的单据自动化生成方法，其特征在于，所述基于所述定期触发时间和所述单据模板，生成与所述原始单据类型相同的目标单据，包括：The document automatic generation method according to claim 1, wherein the generating the target document of the same type as the original document based on the periodic triggering time and the document template comprises:

若***当前时间为所述定期触发时间，则获取所述定期触发时间与上一定期触发时间之间的待处理数据；If the current time of the system is the periodic triggering time, the data to be processed between the periodic triggering time and the last periodic triggering time is obtained;

从所述待处理数据中，获取所述单据模板中每一所述单据选项对应的具体数值；Obtaining, from the to-be-processed data, a specific value corresponding to each of the document options in the document template;

基于所述单据模板和所述具体数值，生成与所述原始单据类型相同的目标单据。Based on the document template and the specific value, a target document of the same type as the original document is generated.
一种单据自动化生成装置，其特征在于，包括：A document automatic generation device, comprising:

定期生成单据请求获取模块，用于获取定期生成单据请求，所述单据生成请求包括定期触发时间和模板标识；Generating a document request acquisition module for acquiring a periodic generation document request, where the document generation request includes a periodic trigger time and a template identifier;

单据模板获取模块，用于基于所述模板标识，获取对应的单据模板；所述单据模板包括至少一个业务项目，每一所述业务项目对应至少一个单据选项；a document template obtaining module, configured to acquire a corresponding document template based on the template identifier; the document template includes at least one business item, and each of the business items corresponds to at least one document option;

待审批单据获取模块，用于基于每一所述业务项目中的单据选项获取对应的选项值，基于所述选项值和所述单据模板形成待审批单据；The to-be-approved document obtaining module is configured to obtain a corresponding option value based on the document option in each of the business items, and form a pending document based on the option value and the document template;

原始单据获取模块，用于将所述待审批单据发送给审核平台，并获取审批平台反馈的审批结果，若所述审批结果为审核通过时，将所述待审批单据作为原始单据；The original document obtaining module is configured to send the to-be-approved document to the auditing platform, and obtain an approval result fed back by the approval platform, and if the approval result is approved, the pending document is used as the original document;

目标单据生成模块，用于基于所述定期触发时间和所述单据模板，生成与所述原始单据类型相同的目标单据。a target document generating module, configured to generate a target document of the same type as the original document based on the periodic triggering time and the document template.
一种计算机设备，包括存储器、处理器以及存储在所述存储器中并可在所述处理器上运行的计算机可读指令，其特征在于，所述处理器执行所述计算机可读指令时实现如下步骤：A computer device comprising a memory, a processor, and computer readable instructions stored in the memory and operative on the processor, wherein the processor executes the computer readable instructions as follows step:

获取定期生成单据请求，所述单据生成请求包括定期触发时间和模板标识；Obtaining a periodically generated document request, where the document generation request includes a periodic trigger time and a template identifier;

基于所述模板标识，获取对应的单据模板；所述单据模板包括至少一个业务项目，每一所述业务项目对应至少一个单据选项；Obtaining, according to the template identifier, a corresponding document template; the document template includes at least one business item, and each of the business items corresponds to at least one document option;

基于每一所述业务项目中的单据选项获取对应的选项值，基于所述选项值和所述单据模板形成待审批单据；Obtaining a corresponding option value based on the document option in each of the business items, and forming a pending document based on the option value and the document template;

将所述待审批单据发送给审核平台，并获取审批平台反馈的审批结果，若所述审批结果为审核通过时，将所述待审批单据作为原始单据；Sending the to-be-approved document to the auditing platform, and obtaining the approval result of the feedback of the approval platform, and if the approval result is the approval, the pending document is used as the original document;

基于所述定期触发时间和所述单据模板，生成与所述原始单据类型相同的目标单据。A target document of the same type as the original document is generated based on the periodic trigger time and the document template.
如权利要求9所述的计算机设备，其特征在于，所述模板标识包括动态链接；The computer device of claim 9, wherein the template identification comprises a dynamic link;

基于所述模板标识，获取对应的单据模板，包括：Obtaining a corresponding document template based on the template identifier, including:

基于所述动态链接，获取业务配置信息；所述业务配置信息包括按预设参数规则配置的至少一个业务项目，每一业务项目对应至少一个单据选项；Obtaining service configuration information based on the dynamic link; the service configuration information includes at least one service item configured according to a preset parameter rule, and each service item corresponds to at least one document option;

基于所述业务配置信息进行关键字匹配，获取对应的单据模板。Perform keyword matching based on the service configuration information to obtain a corresponding document template.
如权利要求10所述的计算机设备，其特征在于，所述基于所述动态链接，获取业务配置信息，包括：The computer device according to claim 10, wherein the obtaining the service configuration information based on the dynamic link comprises:

基于所述动态链接，进入业务配置界面，所述业务配置界面上显示至少一个原始项目和至少一个原始选项；And entering, according to the dynamic link, a service configuration interface, where the at least one original item and at least one original option are displayed on the service configuration interface;

采用钩选或输入的方式，按所述预设参数规则从至少一个原始项目中获取对应的至少一个业务项目；Acquiring at least one business item from at least one original item according to the preset parameter rule by means of hooking or inputting;

基于每一所述业务项目，从至少一个原始选项中获取对应的至少一个单据选项。And obtaining, according to each of the business items, a corresponding at least one document option from at least one original option.
如权利要求9所述的计算机设备，其特征在于，所述单据生成请求还包括机构标识；The computer device according to claim 9, wherein said document generation request further comprises an organization identifier;

所述基于每一所述业务项目中的单据选项获取对应的选项值，包括：基于所述机构标识，获取对应的原始数据表，基于每一所述业务项目中的单据选项，从所述原始数据表中获取对应的选项值。And obtaining, according to the document option in each of the business items, a corresponding option value, including: acquiring, according to the organization identifier, a corresponding original data table, based on a document option in each of the business items, from the original Get the corresponding option value in the data table.
如权利要求9所述的计算机设备，其特征在于，在所述选项值和所述单据模板形成待审批单据的步骤之后，所述处理器执行所述计算机可读指令时还实现如下步骤：The computer apparatus according to claim 9, wherein after said step of said option value and said document template forming a document to be approved, said processor further implementing the following steps when said computer readable instructions are executed:

基于所述待审批单据，获取对应的审批属性；Obtaining a corresponding approval attribute based on the to-be-approved document;

基于所述审批属性，获取对应的审批路径；Obtaining a corresponding approval path based on the approval attribute;

所述将所述待审批单据发送给审批平台，包括：将所述待审批单据发送给审批平台，以使所述审批平台基于所述审批路径对所述待审批单据进行分配处理。The sending the to-be-approved document to the approval platform includes: sending the to-be-approved document to the approval platform, so that the approval platform performs allocation processing on the to-be-approved document based on the approval path.
如权利要求9所述的计算机设备，其特征在于，所述基于所述定期触发时间和所述单据模板，生成与所述原始单据类型相同的目标单据，包括：The computer device according to claim 9, wherein the generating the target document of the same type as the original document based on the periodic triggering time and the document template comprises:

若***当前时间为所述定期触发时间，则获取所述定期触发时间与上一定期触发时间之间的待处理数据；If the current time of the system is the periodic triggering time, the data to be processed between the periodic triggering time and the last periodic triggering time is obtained;

从所述待处理数据中，获取所述单据模板中每一所述单据选项对应的具体数值；Obtaining, from the to-be-processed data, a specific value corresponding to each of the document options in the document template;

基于所述单据模板和所述具体数值，生成与所述原始单据类型相同的目标单据。Based on the document template and the specific value, a target document of the same type as the original document is generated.
一个或多个存储有计算机可读指令的非易失性可读存储介质，其特征在于，所述计算机可读指令被一个或多个处理器执行时，使得所述一个或多个处理器执行如下步骤：One or more non-transitory readable storage mediums storing computer readable instructions, wherein when the computer readable instructions are executed by one or more processors, cause the one or more processors to execute The following steps:

获取定期生成单据请求，所述单据生成请求包括定期触发时间和模板标识；Obtaining a periodically generated document request, where the document generation request includes a periodic trigger time and a template identifier;

基于所述模板标识，获取对应的单据模板；所述单据模板包括至少一个业务项目，每一所述业务项目对应至少一个单据选项；Obtaining, according to the template identifier, a corresponding document template; the document template includes at least one business item, and each of the business items corresponds to at least one document option;

基于每一所述业务项目中的单据选项获取对应的选项值，基于所述选项值和所述单据模板形成待审批单据；Obtaining a corresponding option value based on the document option in each of the business items, and forming a pending document based on the option value and the document template;

将所述待审批单据发送给审核平台，并获取审批平台反馈的审批结果，若所述审批结果为审核通过时，将所述待审批单据作为原始单据；Sending the to-be-approved document to the auditing platform, and obtaining the approval result of the feedback of the approval platform, and if the approval result is the approval, the pending document is used as the original document;

基于所述定期触发时间和所述单据模板，生成与所述原始单据类型相同的目标单据。A target document of the same type as the original document is generated based on the periodic trigger time and the document template.
如权利要求15所述的非易失性可读存储介质，其特征在于，所述模板标识包括动态链接；The non-volatile readable storage medium of claim 15, wherein the template identifier comprises a dynamic link;

基于所述模板标识，获取对应的单据模板，包括：Obtaining a corresponding document template based on the template identifier, including:

基于所述动态链接，获取业务配置信息；所述业务配置信息包括按预设参数规则配置的至少一个业务项目，每一业务项目对应至少一个单据选项；Obtaining service configuration information based on the dynamic link; the service configuration information includes at least one service item configured according to a preset parameter rule, and each service item corresponds to at least one document option;

基于所述业务配置信息进行关键字匹配，获取对应的单据模板。Perform keyword matching based on the service configuration information to obtain a corresponding document template.
如权利要求16所述的非易失性可读存储介质，其特征在于，所述基于所述动态链接，获取业务配置信息，包括：The non-volatile readable storage medium according to claim 16, wherein the obtaining the service configuration information based on the dynamic link comprises:

基于所述动态链接，进入业务配置界面，所述业务配置界面上显示至少一个原始项目和至少一个原始选项；And entering, according to the dynamic link, a service configuration interface, where the at least one original item and at least one original option are displayed on the service configuration interface;

采用钩选或输入的方式，按所述预设参数规则从至少一个原始项目中获取对应的至少一个业务项目；Acquiring at least one business item from at least one original item according to the preset parameter rule by means of hooking or inputting;

基于每一所述业务项目，从至少一个原始选项中获取对应的至少一个单据选项。And obtaining, according to each of the business items, a corresponding at least one document option from at least one original option.
如权利要求15所述的非易失性可读存储介质，其特征在于，所述单据生成请求还包括机构标识；The non-volatile readable storage medium of claim 15, wherein the document generation request further comprises an organization identifier;

所述基于每一所述业务项目中的单据选项获取对应的选项值，包括：基于所述机构标识，获取对应的原始数据表，基于每一所述业务项目中的单据选项，从所述原始数据表中获取对应的选项值。And obtaining, according to the document option in each of the business items, a corresponding option value, including: acquiring, according to the organization identifier, a corresponding original data table, based on a document option in each of the business items, from the original Get the corresponding option value in the data table.
如权利要求15所述的非易失性可读存储介质，其特征在于，在所述选项值和所述单据模板形成待审批单据的步骤之后，所述计算机可读指令被一个或多个处理器执行时，使得所述一个或多个处理器还执行如下步骤：A non-volatile readable storage medium as recited in claim 15, wherein said computer readable instructions are processed by one or more after said option value and said document template forming a pending document When executed, the one or more processors are further configured to perform the following steps:

基于所述待审批单据，获取对应的审批属性；Obtaining a corresponding approval attribute based on the to-be-approved document;

基于所述审批属性，获取对应的审批路径；Obtaining a corresponding approval path based on the approval attribute;

所述将所述待审批单据发送给审批平台，包括：将所述待审批单据发送给审批平台，以使所述审批平台基于所述审批路径对所述待审批单据进行分配处理。The sending the to-be-approved document to the approval platform includes: sending the to-be-approved document to the approval platform, so that the approval platform performs allocation processing on the to-be-approved document based on the approval path.
如权利要求15所述的非易失性可读存储介质，其特征在于，所述基于所述定期触发时间和所述单据模板，生成与所述原始单据类型相同的目标单据，包括：The non-volatile readable storage medium according to claim 15, wherein the generating the target document of the same type as the original document based on the periodic triggering time and the document template comprises:

若***当前时间为所述定期触发时间，则获取所述定期触发时间与上一定期触发时间之间的待处理数据；If the current time of the system is the periodic triggering time, the data to be processed between the periodic triggering time and the last periodic triggering time is obtained;

从所述待处理数据中，获取所述单据模板中每一所述单据选项对应的具体数值；Obtaining, from the to-be-processed data, a specific value corresponding to each of the document options in the document template;

基于所述单据模板和所述具体数值，生成与所述原始单据类型相同的目标单据。Based on the document template and the specific value, a target document of the same type as the original document is generated.