BUDGET-MANAGEMENT-DATA CREATING METHOD, BUDGET-MANAGEMENT-DATA CREATING APPARATUS, AND RECORDING MEDIUM

• US 20170132717A1
• Filed: 10/26/2016
• Published: 05/11/2017
• Est. Priority Date: 11/11/2015
• Status: Active Grant

• Current Assignee: Fujitsu Limited
• Original Assignee: Fujitsu Limited
• Inventors: Doi, Kunie
• Granted Patent: US 10,580,087 B2
• Time in Patent Office: Days
• CPC Class Codes: G06Q 40/12 Accounting

Abstract

A budget-management-data creating method by a computer includes: accepting designation of a brand for which budget management data is to be created and a total budget amount; creating budget amounts for respective partial periods in a predetermined period, by automatically allocating the total budget amount to the respective partial periods, based on past sales performance data of the designated brand; displaying the created budget amounts to enable acceptance of a correction instruction; proportionally distributing upon accepting a correction of one of the budget amounts, a budget amount reflecting the correction and corresponding to the respective partial periods, the budget amount being proportionally distributed according to a sales ratio of respective item categories corresponding to the brand, the sales ratio corresponding to a corresponding past partial period; and displaying as a budget amount for each of the respective item categories for the respective partial periods, a result of the proportionally distributing.

Claims

1. A budget-management-data creating method comprising:

accepting designation of a brand for which budget management data is to be created and designation of a total budget amount;

creating budget amounts for respective partial periods in a predetermined period, the budget amounts for the respective partial periods being a result of automatically allocating the total budget amount to the respective partial periods, based on past sales performance data of the designated brand;

displaying the created budget amounts corresponding to the respective partial periods such that a correction instruction to the created budget amounts is acceptable;

proportionally distributing, by a computer upon accepting a correction of one of the budget amounts for the respective partial periods, a budget amount generated based on the correction and corresponding to the respective partial periods, based on a sales ratio of respective item categories corresponding to the brand, the sales ratio corresponding to a corresponding past partial period; and

displaying as a budget amount for each of the respective item categories for the respective partial periods, a result of the proportionally distributing.

2. The budget-management-data creating method according to claim 1, wherein

the creating includes creating the budget amounts for the respective partial periods by proportionally distributing the total budget amount to the respective partial periods based on past sales performance data, by a proportional distribution method selected from a plurality of proportional distribution methods, and

the displaying such that the correction instruction may be accepted includes displaying information indicating the selected proportional distribution method.

3. A budget-management-data creating method comprising:

accepting designation of a brand and designation of a budget amount;

creating monthly budget amounts for the brand by proportionally distributing the designated budget amount based on past sales records;

automatically creating a budget amount for each of a plurality of item categories by proportionally distributing the created monthly budget amounts based on the past sales records for each of the item categories registered associated with the designated brand;

displaying in response to a display instruction for a budget amount of a given item category, the budget amount of the given item category among the created budget amounts for each of the item categories and a list of the item categories; and

displaying, by a computer upon acceptance of a predetermined operation with or without editing with respect to a budget amount of the certain item category, a mark indicating a confirmed input for the budget amount associated with the certain item category of the item categories included in the list of item categories corresponding to the brand.

4. The budget-management-data creating method according to claim 3, further comprising

notifying, by the computer upon acceptance of a notification instruction to an order management system that evaluates a total order amount based on a notified budget amount for any of the item categories for which input has been confirmed, the order management system of the budget amount for an item category related to the notification instruction.

5. The budget-management-data creating method according to claim 4, further comprising

displaying, by the computer after notifying the order management system of the budget amount, a mark indicating that the budget amount has been associated with the item category related to the notification, among item categories included in a list of item categories corresponding to the brand, and notified.

6. The budget-management-data creating method according to claim 3, further comprising:

creating, by the computer, weekly budget amounts for the brand by proportionally distributing the designated budget amount based on past sales records; and

automatically creating, by computer, a budget amount for each of the item categories registered associated with the designated brand, by proportionally distributing the created weekly budget amounts, based on past sales records of each of the item categories.

7. A budget-management-data creating apparatus comprising:

a processor configured to;

accept designation of a brand for which budget management data is to be created and designation of a total budget amount;

create budget amounts for respective partial periods in a predetermined period, the budget amounts for the respective partial periods being a result of automatically allocating the total budget amount to the respective partial periods, based on past sales performance data of the designated brand;

display the created budget amounts corresponding to the respective partial periods such that a correction instruction to the created budget amounts is acceptable;

proportionally distribute upon accepting a correction of one of the budget amounts for the respective partial periods, a budget amount generated based on the correction and corresponding to the respective partial periods, based on a sales ratio of respective item categories corresponding to the brand, the sales ratio corresponding to a corresponding past partial period; and

display as a budget amount for each of the respective item categories for the respective partial periods, a result of the proportionally distributing.

8. A budget-management-data creating apparatus comprising:

a processor configured to;

accept designation of a brand and designation of a budget amount;

create monthly budget amounts for the brand by proportionally distributing the designated budget amount based on past sales records;

automatically create a budget amount for each of a plurality of item categories by proportionally distributing the created monthly budget amounts based on the past sales records for each of the item categories registered associated with the designated brand;

display in response to a display instruction for a budget amount of a given item category, the budget amount of the given item category among the created budget amounts for each of the item categories and a list of the item categories; and

display upon acceptance of a predetermined operation with or without editing with respect to a budget amount of the certain item category, a mark indicating a confirmed input for the budget amount associated with the certain item category of the item categories included in the list of item categories corresponding to the brand.

9. A non-transitory, computer-readable recording medium storing therein a budget-management-data creating program that causes a computer to execute a process comprising:

accepting designation of a brand for which budget management data is to be created and designation of a total budget amount;

creating budget amounts for respective partial periods in a predetermined period, the budget amounts for the respective partial periods being a result of automatically allocating the total budget amount to the respective partial periods, based on past sales performance data of the designated brand;

displaying the created budget amounts corresponding to the respective partial periods such that a correction instruction to the created budget amounts is acceptable;

proportionally distributing upon accepting a correction of one of the budget amounts for the respective partial periods, a budget amount generated based on the correction and corresponding to the respective partial periods, based on a sales ratio of respective item categories corresponding to the brand, the sales ratio corresponding to a corresponding past partial period; and

displaying as a budget amount for each of the respective item categories for the respective partial periods, a result of the proportionally distributing.

10. A non-transitory, computer-readable recording medium storing therein a budget-management-data creating program that causes a computer to execute a process comprising:

accepting designation of a brand and designation of a budget amount;

creating monthly budget amounts for the brand by proportionally distributing the designated budget amount based on past sales records;

automatically creating a budget amount for each of a plurality of item categories by proportionally distributing the created monthly budget amounts based on the past sales records for each of the item categories registered associated with the designated brand;

displaying in response to a display instruction for a budget amount of a given item category, the budget amount of the given item category among the created budget amounts for each of the item categories and a list of the item categories; and

displaying upon acceptance of a predetermined operation with or without editing with respect to a budget amount of the certain item category, a mark indicating a confirmed input for the budget amount associated with the certain item category of the item categories included in the list of item categories corresponding to the brand.