Framework for classifying forms and processing form data

• US 10,380,513 B2
• Filed: 09/02/2016
• Issued: 08/13/2019
• Est. Priority Date: 03/11/2016
• Status: Active Grant

• Current Assignee: SAP SE
• Original Assignee: SAP SE
• Inventors: Tung, Yuan, Rajagopalan, Lalitha, Bhojwani, Sudhir, Deshpande, Payod, Kaikini, Pranay, Keshavamurthy, Raghavendra
• Primary Examiner(s): Baderman, Scott T
• Assistant Examiner(s): Smith, Benjamin
• Application Number:
  US15/256,332
• Publication Number:
  US 20170262422A1
• Time in Patent Office: 1,075 Days
• CPC Class Codes: G06F 3/0482 Interaction with lists of selectable items, e.g. menus
• CPC Class Codes: G06F 40/174 Form filling; Merging
• CPC Class Codes: G06Q 10/0631 Resource planning, allocation, distributing or scheduling for enterprises or organisations
• CPC Class Codes: G06Q 10/08 Logistics, e.g. warehousing, loading or distribution; Inventory or stock management
• CPC Class Codes: G06Q 30/06 Buying, selling or leasing transactions
• CPC Class Codes: G06Q 30/0601 Electronic shopping [e-shopping]
• CPC Class Codes: G06Q 30/0611 Request for offers or quotes
• CPC Class Codes: G06Q 30/0643 Graphical representation of items or shoppers

Abstract

In response to a request received from a client device to view an item, a program determines a category associated with the item and a location associated with a user of the client device. The program also identifies a form based on the category and the location. The form comprises a set of fields. The program then provides a graphical user interface (GUI) that includes the form to the client device. The program also receives, through the GUI, data values for the set of fields from the client device and a request to add the item to a collection of items. The program then identifies a policy based on the category and the location. The program also applies the policy to the data values for the set of fields. The program then sends a notification to the client device indicating a result of the application of the policy.

Claims

1. A non-transitory computer-readable medium storing a program executable by at least one processing unit of a device, the program comprising instructions for:

providing a set of items in a graphical user interface (GUI) to a client device, each item in the set of items is procurable from a supplier;

receiving, from the client device, a selection of an item in the set of items provided in the GUI, the selection representing a request to view the item;

determining a category associated with the item and a location associated with a user of the client device;

identifying a form from a plurality of forms based on the category and the location, the form comprising a set of fields, wherein each form in the plurality of forms specifies a category and a location, wherein the identified form specifies the location associated with the user and the category associated with the item;

providing, through the GUI, the form to the client device;

receiving, through the GUI, data values for the set of fields from the client device and a request to add the item to a collection of items to procure;

identifying a first policy from a set of policies based on the category and the location, each policy in the set of policies comprising a location, a category, and a rule, the rule of each policy in the set of policies comprising a set of conditions and a set of operations to perform when the set of conditions are met, wherein the location of the first policy matches the location associated with the user of the client device and the category of the first policy matches the category associated with the item, wherein the set of conditions of the rule of the identified first policy comprises a condition that a data value provided for a field in the set of fields of the form is greater than a defined value, wherein the set of operations of the rule of the identified first policy comprises an operation to provide a notification indicating that an item cannot be procured;

applying the first policy to the data values for the set of fields;

based on the application of the first policy, determining whether to allow the item to be added to the collection of items to procure;

sending a notification to the client device indicating whether the item is allowed to be added to the collection of items to procure;

determining that the item requires requests for quotes;

in response to determining that the item requires requests for quotes, identifying a set of suppliers of the item, wherein the GUI further includes the set of suppliers;

receiving, through the GUI, a selection of at least one supplier from the set of suppliers; and

identifying a second policy based on the category and the location;

applying the second policy to the at least one supplier;

sending each supplier in the at least one supplier a request for a quote for a price of the item;

receiving from each supplier in the at least one supplier a quoted price of the item;

providing, through the GUI, the quoted prices of the item; and

receiving, through the GUI, a selection of a supplier in the at least one supplier as a supplier to use for procuring the item.

2. The non-transitory computer-readable medium of claim 1, wherein the program further comprises instructions for:

receiving a request to procure the item and requisition information associated with the item;

in response to the request, identifying a third policy based on the category and the location; and

applying the third policy to the requisition information.

3. The non-transitory computer-readable medium of claim 1, wherein determining whether to allow the item to be added to the collection of items to procure comprises:

determining that the item cannot be added to the collection of items to procure; and

preventing the item from being added to the collection of items to procure.

4. The non-transitory computer-readable medium of claim 1, wherein determining whether to allow the item to be added to the collection of items to procure comprises:

determining that the item can be added to the collection of items to procure; and

adding the item to the collection of items to procure.

5. The non-transitory computer-readable medium of claim 1, wherein the program further comprises a set of instructions for determining a type of policy, wherein each policy in the set of policies further comprises a type, wherein the type of the first policy matches the determined type of policy.

6. The non-transitory computer-readable medium of claim 1, wherein determining the location associated with user of the client device comprises accessing a storage of the device configured to store a plurality of user profiles to identify the location associated with the user.

7. The non-transitory computer-readable medium of claim 1, wherein determining the category associated with the item comprises accessing a storage of the device configured to store a plurality of items to identify the category associated with the item.

8. A method comprising:

providing a set of items in a graphical user interface (GUI) to a client device, each item in the set of items is procurable from a supplier;

receiving, from the client device, a selection of an item in the set of items provided in the GUI, the selection representing a request to view the item;

determining a category associated with the item and a location associated with a user of the client device;

identifying a form from a plurality of forms based on the category and the location, the form comprising a set of fields, wherein each form in the plurality of forms specifies a category and a location, wherein the identified form specifies the location associated with the user and the category associated with the item;

providing, through the GUI, the form to the client device;

receiving, through the GUI, data values for the set of fields from the client device and a request to add the item to a collection of items to procure;

identifying a first policy from a set of policies based on the category and the location, each policy in the set of policies comprising a location, a category, and a rule, the rule of each policy in the set of policies comprising a set of conditions and a set of operations to perform when the set of conditions are met, wherein the location of the first policy matches the location associated with the user of the client device and the category of the first policy matches the category associated with the item, wherein the set of conditions of the rule of the identified first policy comprises a condition that a data value provided for a field in the set of fields of the form is greater than a defined value, wherein the set of operations of the rule of the identified first policy comprises an operation to provide a notification indicating that an item cannot be procured;

applying the first policy to the data values for the set of fields;

based on the application of the first policy, determining whether to allow the item to be added to the collection of items to procure;

sending a notification to the client device indicating whether the item is allowed to be added to the collection of items to procure;

determining that the item requires requests for quotes;

in response to determining that the item requires requests for quotes, identifying a set of suppliers of the item, wherein the GUI further includes the set of suppliers;

receiving, through the GUI, a selection of at least one supplier from the set of suppliers; and

identifying a second policy based on the category and the location;

applying the second policy to the at least one supplier;

sending each supplier in the at least one supplier a request for a quote for a price of the item;

receiving from each supplier in the at least one supplier a quoted price of the item;

providing, through the GUI, the quoted prices of the item; and

receiving, through the GUI, a selection of a supplier in the at least one supplier as a supplier to use for procuring the item.

9. The method of claim 8 further comprising:

receiving a request to procure the item and requisition information associated with the item;

in response to the request, identifying a third policy based on the category and the location; and

applying the third policy to the requisition information.

10. The method of claim 8, wherein determining whether to allow the item to be added to the collection of items to procure comprises:

determining that the item cannot be added to the collection of items to procure; and

preventing the item from being added to the collection of items to procure.

11. The method of claim 8 wherein determining whether to allow the item to be added to the collection of items to procure comprises:

determining that the item can be added to the collection of items to procure; and

adding the item to the collection of items to procure.

12. The method of claim 8 further comprising determining a type of policy, wherein each policy in the set of policies further comprises a type, wherein the type of the first policy matches the determined type of policy.

13. The method of claim 8, wherein determining the location associated with user of the client device comprises accessing a storage of a device configured to store a plurality of user profiles to identify the location associated with the user.

14. The method of claim 8, wherein determining the category associated with the item comprises accessing a storage of a device configured to store a plurality of items to identify the category associated with the item.

15. A system comprising:

a set of processing units; and

a non-transitory computer-readable medium storing instructions that when executed by at least one processing unit in the set of processing units cause the at least one processing unit to;

provide a set of items in a graphical user interface (GUI) to a client device, each item in the set of items is procurable from a supplier;

receive, from the client device, a selection of an item in the set of items provided in the GUI, the selection representing a request to view the item;

determine a category associated with the item and a location associated with a user of the client device;

identify a form from a plurality of forms based on the category and the location, the form comprising a set of fields, wherein each form in the plurality of forms specifies a category and a location, wherein the identified form specifies the location associated with the user and the category associated with the item;

provide through the GUI, the form to the client device;

receive, through the GUI, data values for the set of fields from the client device and a request to add the item to a collection of items to procure;

identify a first policy from a set of policies based on the category and the location, each policy in the set of policies comprising a location, a category, and a rule, the rule of each policy in the set of policies comprising a set of conditions and a set of operations to perform when the set of conditions are met, wherein the location of the first policy matches the location associated with the user of the client device and the category of the first policy matches the category associated with the item, wherein the set of conditions of the rule of the identified first policy comprises a condition that a data value provided for a field in the set of fields of the form is greater than a defined value, wherein the set of operations of the rule of the identified first policy comprises an operation to provide a notification indicating that an item cannot be procured;

apply the first policy to the data values for the set of fields;

based on the application of the first policy, determine whether to allow the item to be added to the collection of items to procure;

send a notification to the client device indicating whether the item is allowed to be added to the collection of items to procure;

determine that the item requires requests for quotes;

in response to determining that the item requires requests for quotes, identify a set of suppliers of the item, wherein the GUI further includes the set of suppliers;

receive, through the GUI, a selection of at least one supplier from the set of suppliers;

identify a second policy based on the category and the location;

apply the second policy to the at least one supplier;

send each supplier in the at least one supplier a request for a quote for a price of the item;

receive from each supplier in the at least one supplier a quoted price of the item;

provide, through the GUI, the quoted prices of the item; and

receive, through the GUI, a selection of a supplier in the at least one supplier as a supplier to use for procuring the item.

16. The system of claim 15, wherein the policy is a first policy, wherein the instructions further cause the at least one processing unit to:

receive a request to procure the item and requisition information associated with the item;

in response to the request, identify a second policy based on the category and the location; and

apply the second policy to the requisition information.

17. The system of claim 15, wherein determining whether to allow the item to be added to the collection of items to procure comprises:

determine that the item cannot be added to the collection of items to procure; and

prevent the item from being added to the collection of items to procure.

18. The system of claim 15, wherein determining whether to allow the item to be added to the collection of items to procure comprises:

determine that the item can be added to the collection of items to procure; and

add the item to the collection of items to procure.

19. The system of claim 15, wherein the instructions further cause the at least one processing unit to determine a type of policy, wherein each policy in the set of policies further comprises a type, wherein the type of the first policy matches the determined type of policy.

20. The system of claim 15, wherein determining the location associated with user of the client device comprises accessing a storage of the system configured to store a plurality of user profiles to identify the location associated with the user.