METHODS AND SYSTEMS FOR GENERATING DYNAMIC ORDER DOCUMENTS

• US 20090263173A1
• Filed: 04/18/2008
• Published: 10/22/2009
• Est. Priority Date: 04/18/2008
• Status: Abandoned Application

• Current Assignee: Xerox Corporation (Xerox Holdings Corp.)
• Original Assignee: Xerox Corporation (Xerox Holdings Corp.)
• Inventors: Jones, Michael C., Bland, Kenneth S. JR., Kenney, John D.
• Application Number:
  US12/105,491
• Publication Number:
  US 20090263173A1
• Time in Patent Office: Days
• US Class Current: 400/61
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

In an embodiment, a system for generating a document may include a configuration/pricing module configured to receive input data, a document rendering module configured to generate a worksheet based on at least a portion of the input data and a composition module. The composition module may be configured to generate one or more dynamic tables having a plurality of fields, where each field of each dynamic table is automatically populated with a non-null value based on relevant information from the worksheet. The composition module may also be configured to identify one or more relevant terms and conditions provisions based on the relevant information, and automatically populate at least a portion of a document with the one or more dynamic tables and the relevant terms and conditions provisions.

Claims

1. A system for generating a document, the system comprising:

a configuration/pricing module configured to receive input data;

a document rendering module configured to generate a worksheet based on at least a portion of the input data; and

a composition module configured to;

generate one or more dynamic tables having a plurality of fields, wherein each field of each dynamic table is automatically populated with a non-null value based on relevant information from the worksheet,

identify one or more relevant terms and conditions provisions based on the relevant information, and

automatically populate at least a portion of a document with the one or more dynamic tables and the relevant terms and conditions provisions.

2. The system of claim 1, wherein the configuration pricing module is configured to validate the input data and alert the user if any portion of the input data is invalid.

3. The system of claim 1, wherein the composition module is configured to identify a terms and conditions provision based on one or more of the following:

a customer type;

an order type;

a product; and

a service plan.

4. The system of claim 1, wherein the generation of a dynamic table comprises selecting a worksheets selecting one or more fields that are non-null from the worksheet, and arranging the selected fields into a sequence.

6. The system of claim 1, wherein the composition module is configured to automatically populate one or more dynamic portions of one or more of:

a purchase proposal;

an order agreement;

a trade-in tag; and

an order-submission cover sheet.

7. The system of claim 1, wherein the composition module is configured to transmit the document to the document rendering module, wherein the document rendering module is configured to perform one or more of the following:

transmit the document to a computing device;

fax the document to a user;

email the document to the user; and

provide the user with a hyperlink to the document.

8. The system of claim 1, wherein the document generation module is configured to send the document to a document repository.

5. The system of claim 5, wherein the composition module is configured to group the selected fields based on one of a bill-to location and a ship-to location.

9. A method of automatically generating a document, the method comprising:

receiving input data pertaining to a transaction, wherein the input data identifies one or more of a product and a service;

generating one or more dynamic tables having a plurality of fields, wherein each field of each dynamic table is populated with a non-null value from the input data;

identifying one or more terms and conditions provisions relevant to the input data;

automatically populating a dynamic portion of a document with only the one or more dynamic tables and the one or more identified terms and conditions provisions; and

providing the document to a user.

10. The method of claim 9, further comprising:

validating the input data; and

alerting the user if any portion of the input data is invalid.

11. The method of claim 9, wherein identifying one or more terms and conditions provisions comprises:

identifying a terms and conditions provision based on one or more of the following;

a customer type,

an order type,

a product, and

a service plan.

12. The method of claim 9, wherein generating one or more dynamic tables comprises:

selecting a worksheet;

selecting one or more fields that are non-null from the worksheet; and

arranging the one or more selected fields into a sequence.

13. The method of claim 12, wherein arranging the one or more selected fields comprises:

grouping the one or more selected fields based on one or more of a bill-to location and a ship-to location.

14. The method of claim 9, wherein automatically populating a dynamic portion comprises automatically populating a dynamic portion of one or more of the following:

a purchase proposal;

an order agreement;

a trade-in tag; and

an order-submission cover sheet.

15. The method of claim 9, wherein providing the document to a user comprises one or more of:

printing the document;

faxing the document to the user; and

emailing the document to the user.

16. The method of claim 9, wherein providing the document to a user comprises:

providing the user with a hyperlink to the document.

17. The method of claim 9, further comprising automatically sending the document to a document repository.

18. A method of generating a contract, the method comprising:

presenting a user with an input form;

receiving, via the input form, information relevant to a transaction;

generating a worksheet comprising a plurality of transaction fields and data corresponding to one or more of the transaction fields;

selecting, from the worksheet, at least one transaction field, wherein each selected transaction field corresponds to received information having a non-null value;

identifying one or more relevant terms and conditions provisions for the transaction based on the information; and

generating a contract having at least one selected transaction field and the one or more identified terms and conditions provisions.

19. The method of claim 18, wherein generating a contract comprises:

arranging the one or more selected transaction fields into a sequence.