Method and system of managing procurement processes by manipulating line items

• US 20030097316A1
• Filed: 11/18/2002
• Published: 05/22/2003
• Est. Priority Date: 11/19/2001
• Status: Abandoned Application

• Current Assignee: CGI Technologies and Solutions Incorporated (CGI Group)
• Original Assignee: American Management Systems, Incorporated (CGI, Inc.)
• Inventors: Smith, Ted D., Dunbar, Glen B. III
• Application Number:
  US10/298,005
• Publication Number:
  US 20030097316A1
• Time in Patent Office: Days
• US Class Current: 705/28
• CPC Class Codes: G06Q 10/087 Inventory or stock management, e.g. order filling, procurement or balancing against orders
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A procurement system includes a procurement unit and an item allocator. The procurement system is coupled to access units which allow users to manage a procurement process by manipulating line items on one or more source documents as they are transferred to one or more target documents. The user is provided with the capability of combining or splitting items from one or more source documents as they are transferred from the target document. The system is capable of maintaining a tracking history for each of the items as it is edited.

Claims

1. A method of managing a procurement process comprising manipulating at least one source document in order to transfer at least one line item from the at least one source document to at least one target document

2. The method as set forth in claim 1, wherein said manipulating comprises editing the at least one source document in order to allocate the at least one line item to the at least one target document

3. The method as set forth in claim 2, wherein said editing is performed automatically.

4. The method as set forth in claim 2, wherein said editing is performed based on user input.

5. The method as set forth in claim 1, wherein the at least one target document comprises first and second target documents and wherein said manipulating comprises splitting the at least one line item into first and second portions which are then transferred as line items on the first and second target documents, respectively.

6. The method as set forth in claim 1, wherein the at least one source document comprises first and second source documents, each having at least one line item, wherein said manipulating comprises combining the at least one line item from each of the first and second source documents into a single line item on the at least one target document.

7. The method as set forth in claim 1, wherein the at least one line item represents a quantity, a cost or a contract provision.

8. The method as set forth in claim 1, wherein the at least one line item on the at least one source document comprises first and second line items on a first source document which are transferred to a single line item on the at least one target document.

9. The method as set forth in claim 1, wherein the at least one line item on the at least one source document comprises a first line item on a first source document, and wherein said manipulating comprises splitting the first line item on the first source document into two line items which are transferred to the at least one target document.

10. A method for managing a procurement process comprising

editing at least one line item on at least one source document as the at least one line item is transferred to at least one target document;

and

tracking said editing so as to retain a history of the editing of the at least one line item.

11. The method as set forth in claim 10, wherein said editing is performed automatically.

12. The method as set forth in claim 10, wherein said editing is based on user input.

13. The method as set forth in claim 10, wherein the at least one target document comprises first and second target documents, and wherein said editing comprises splitting the at least one line item into first and second portions which are then transferred to first and second line items on the first and second target documents, respectively.

14. The method as set forth in claim 10, wherein the at least on source document comprises first and second source documents, each having at least one line item, wherein said editing comprises combining the at least one line item from each of the first and second source documents into a single line item on the at least one target document.

15. The method as set forth in claim 10, wherein the at least one line item on the at least one source document comprises first and second line items on a first source document which are transferred to a single line item on the at least one target document.

16. The method as set forth in claim 10, wherein the at least one line item on the at least one source document comprises a first line item on a first source document, and wherein said editing comprises splitting the first line item on the first source document into two line items which are transferred to the at least one target document.

17. The method as set forth in claim 10, wherein the at least one target document is a delivery order, and wherein said editing comprises matching the at least one line item on the at least one source document to an ordering instrument, and transferring the at least one line item on the at least one source document to the delivery order.

18. A computer readable storage controlling a computer while editing at least one line item on at least one source document as the at least one item is transferred to at least one target document.

19. The computer readable storage as set forth in claim 18, wherein said editing is performed automatically.

20. The computer readable storage as set forth in claim 18, wherein said editing is performed based on user input.

21. The computer readable storage as set forth in claim 18, wherein the at least one target document comprises first and second target documents, and wherein said editing comprises splitting the at least one line item into first and second portions which are then transferred to first and second line items on the first and second target documents, respectively.

22. The computer readable storage as set forth in claim 18, wherein the at least one source document comprises first and second source documents, each having at least one line item, wherein said editing comprises combining the at least one line item from each of the first and second source documents into a single line item on the at least one target document.

23. The computer readable storage as set forth in claim 18, wherein the at least one line item on the at least one source document comprises first and second line items on a first source document which are transferred to a single line item on the at least one target document.

24. The computer readable storage as set forth in claim 18, wherein the at least one line item on the at least one source document comprises a first line item on a first source document, and wherein said editing comprises splitting the first line item on the first source document into two line items which are transferred to the at least one target document.

25. The computer readable storage as set forth in claim 18, wherein the at least one target document is a delivery order, and wherein said editing comprises matching the at least one line item on the at least one source document to an ordering instrument, and transferring the at least one line item on the at least one source document to the delivery order.

26. A procurement system comprising:

a procurement unit receiving information from a plurality of users and managing a procurement process involving source documents having line items and target documents having line items; and

an item allocator, coupled to said procurement unit, manipulating at least one line item on at least one of the source documents as the at least one line item is transferred to at least one of the target documents.

27. The procurement system as set forth in claim 26, wherein said item allocator manipulates the at least one line item on the at least one of the source documents by editing the at least one line item on the at least one of the source documents.

28. The procurement system as set forth in claim 27, wherein said editing is performed automatically by the said item allocator.

29. The procurement system as set forth in claim 27, wherein said item allocator receives user input and performs said editing based on the user input.

30. The procurement system as set forth in claim 26, wherein the at least one target document comprises first and second target documents and wherein the manipulation performed by said item allocator comprises splitting the at least one line item into first and second portions which are then transferred to first and second line items on the first and second target documents, respectively.

31. The procurement system as set forth in claim 26, wherein the at least one source document comprises first and second source documents each having at least one line item, and wherein said item allocator manipulates the at least one line item by combining the at least one line item from each of the first and second source documents into a single line item on the at least one target document.

32. The procurement system as set forth in claim 26, wherein the at least one line item on the at least one source document comprises first and second line items on a first source document which are transferred to a single line item on the at least one target document.

33. The procurement system as set forth in claim 26, wherein the at least one line item on the at least one source document comprises a first line item on a first source document, and wherein the manipulating performed by said item allocator comprises splitting the first line item on the first source document into first and second line items which are transferred to the at least one of the target documents.

34. The procurement system as set forth in claim 26, wherein said item allocator provides tracking of the manipulating so as to retain a history of the manipulation of the at least one line item.

35. The procurement system as set forth in claim 26, wherein the at least one of the target documents is a delivery order, and wherein said manipulating comprises matching the at least one line item on the at least one of the source documents to an ordering instrument, and transferring the at least one line item on the at least one of the source documents to the delivery order.

36. A procurement system comprising:

a procurement unit receiving information from a plurality of users and managing a procurement process involving source documents having line items and target documents having line items; and

means for manipulating at least one of the line items on at least one of the source documents as the at least one line item is transferred to one of the target documents.

37. A method of managing a procurement process, comprising:

providing a user with a display of a plurality of source documents for selection by the user, each of the source documents including at least one line item;

in response to the selection of at least one of the source documents by the user, manipulating the at least one line item on the selected source document and transferring the manipulated line item to at least one target document.

38. The method as set forth in claim 37, further comprising:

tracking said manipulating of the at least one line item so as to retain a history of the manipulation of the at least one line item.

39. The method as set forth in claim 37, wherein said manipulating comprises editing the at least one line item on the at least one source document by combining or splitting the at least one line tem.

40. The method as set forth in claim 37, wherein said manipulating comprises matching the at least one line item to a line item on a reference document, and transferring the matched line item to the at least one target document.

41. The method as set forth in claim 40, wherein the reference document is an ordering instrument and the at least one target document is a delivery order.

42. The method as set forth in claim 40, wherein the reference document is a procurement document and the at least one target document is a modification to an existing contract.

43. A method of managing a procurement process comprising editing at least one source document in order to transfer at least one item from the at least one source document to at least one target document.

44. A procurement system comprising:

a procurement unit receiving information from a plurality of users and managing a procurement process involving source documents having items and target documents having items; and

an item allocator, coupled to said procurement unit, editing at least one item on at least one source document as the at least one item is transferred to at least one of the target documents.