Method and system for comparing a purchase order, actual data, and an invoice to determine a discrepancy between the purchase order, actual data, and the invoice

• US 8,566,194 B2
• Filed: 10/31/2007
• Issued: 10/22/2013
• Est. Priority Date: 03/06/2000
• Status: Expired due to Fees

• Current Assignee: Wellogix Technology Licensing LLC (Wellogix Incorporated)
• Original Assignee: Wellogix Technology Licensing LLC (Wellogix Incorporated)
• Inventors: Livesay, Jeffrey A., Bodnar, Robert, Lopus, Thomas A.
• Primary Examiner(s): AMELUNXEN, BARBARA J
• Application Number:
  US11/981,258
• Publication Number:
  US 20080126265A1
• Time in Patent Office: 2,183 Days
• Field of Search: 705/1.1, 705/5, 705/7, 705/10, 705/26, 705/35, 705/37, 705/80, 705/11, 705/36.R, 705/38, 705/1, 705/7.11, 705/7.25, 705/7.37, 705/26.3, 705/26.62, 705/27, 705/30, 705/77, 705/348, 705/400, 705/7.12, 705/7.23, 705/25, 705/40, 705/64, 705/713, 345/595, 700/90, 700/99, 1/1, 703/27
• US Class Current: 705/35
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/0633 Workflow analysis
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 20/102 Bill distribution or payments
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/06 Buying, selling or leasing transactions
• CPC Class Codes: G06Q 30/0637 Approvals
• CPC Class Codes: G06Q 30/08 Auctions
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/04 Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
• CPC Class Codes: G06Q 50/188 Electronic negotiation

Abstract

A method and system for enhancing a workflow system by providing supportive information for a project is disclosed. A purchase order relating to at least one request for at least one good, at least one service, and combinations thereof relating to the project is received from a first user. An actual data to complete a portion of the project is received from a second user in response to the purchase order. An invoice is received from the second user upon completion of the portion of the project. The purchase order, actual data, and the invoice are compared to determine a discrepancy between the purchase order, actual data, and the invoice. A proposed reconciliation from the first user or the second user is received in response to an electronic notification of the discrepancy. An approval or disapproval of the proposed reconciliation is received from the first user or the second user.

Claims

1. A method of using a computing device for enhancing a workflow system by providing supportive information for a project, wherein a first user provides at least one request for at least one good, at least one service, and combinations thereof for the project, and a second user provides at least one response to the at least one request, the method comprising:

receiving and storing in at least one computer readable medium electronically accessible to a processor a purchase order provided by the first user relating to said at least one good, at least one service, and combinations thereof required for performance of at least a portion of the project based upon said at least one response provided by the second user;

receiving and storing in at least one computer readable medium electronically accessible to a processor actual data provided by the second user relating to the goods, services, or combinations thereof that were used to complete at least said portion of the project;

receiving and storing in at least one computer readable medium electronically accessible to a processor an invoice provided by the second user corresponding to at least said portion of the project upon completion of at least said portion of the project;

comparing, using at least one of said processors, the purchase order, the actual data, and the invoice to determine a discrepancy between the purchase order, the actual data, and the invoice;

sending, using at least one of said processors, an electronic notification of the discrepancy to the first user, the second user, or combinations thereof;

receiving and storing in at least one computer readable medium electronically accessible to a processor, in response to said electronic notification of the discrepancy, a proposed reconciliation from the first user or the second user; and

receiving and storing in at least one computer readable medium electronically accessible to a processor, approval or disapproval of the proposed reconciliation from the first user or the second user.

2. The method as described in claim 1, wherein the workflow system comprises a system for implementing a process to generate at least one request for the at least one good or at least one service, and at least one good and at least one service to be provided by the second user to the first user for the project, wherein the project is defined in terms of at least one parameter, and wherein the system converts the at least one parameter into the at least one request, and wherein the system communicates the at least one request to the second user.

3. The method as described in claim 1, wherein the supportive information is selected from the group consisting of:

industry information, first user standards, second user standards, industry standards, first user historical data, second user historical data, industry historical data, technical information, product information, and service information, or combinations thereof.

4. The method of claim 1, further comprising the steps of:

providing targeted marketing by the second user to the first user during the entirety of the project.

5. The method of claim 4, wherein the targeted marketing is based on a profile of the first user.

6. The method of claim 5, wherein the targeted marketing is provided to the first user through an information source link.

7. The method of claim 4, the method further comprising the step of:

identifying classifications of the at least one good and at least one service for the project as provided by the first user.

8. The method of claim 7, the method further comprising the step of:

importing project parameters into a modeling system.

9. The method of claim 7, wherein the classifications pertain to drilling operations.

10. The method of claim 1, wherein the first user is an operator involved in an oil and gas exploration and production project.

11. The method of claim 1, wherein the method is implemented via a communication network.

12. The method of claim 11, wherein the communication network is selected from the group consisting of:

Internet, intranet, private network, local area networks, wide area networks, distributed networks, and public networks.

13. The method of claim 1, further comprising:

inputting project parameters directly related to the project into the computing device;

specifying design rules as elements of a process provided for a pre-defined industry specific application to ensure compliance with said pre-defined industry specific application associated with the project;

verifying, using the computing device, the project parameters with the specified design rules to determine whether the project parameters comply with the design rules.

14. The method of claim 13, further comprising verifying the design rules with environmental rules and regulations to ensure that the design rules are in compliance with the environmental rules and regulations.

15. The method of claim 1, further comprising:

providing a request template for the first user to interface with, wherein the first user modifies the at least one request based on the discrepancy;

inserting an information source link into the request template;

notifying the second user that the request template is available for access and review;

responding to a selection of the information source link by the seller by displaying the supportive information with a second user interface connected to the computing device.

16. The method of claim 1, wherein the purchase order is a work order for services required for the performance of at least said portion of the project.

17. The method of claim 1, wherein the purchase order is a service agreement or a contract between the first user and the second user relating to said at least one good, at least one service, and combinations thereof required for the performance of at least said portion of the project.

18. The method of claim 1, wherein the step of using the processor to compare the purchase order, actual data, and invoice to determine a discrepancy between the purchase order, actual data, and invoice further comprising:

comparing at least one line item for a good, a service, or a combination thereof from each of the purchase order, actual data, and invoice to determine the discrepancy.

19. The method of claim 1, wherein the step of using the processor to compare the purchase order, actual data, and invoice to determine a discrepancy between the purchase order, actual data, and invoice further comprising:

comparing total dollar amount associated with the fulfillment of said portion of said project from each of the purchase order, actual data, and invoice to determine the discrepancy.

20. The method of claim 1, wherein the step of using the processor to compare the purchase order, actual data, and invoice to determine a discrepancy between the purchase order, actual data, and invoice further comprising:

comparing at least one line item describing the quantity of a good used to fulfill said portion of said project from each of the purchase order, actual data, and invoice to determine the discrepancy.

21. The method of claim 1, further comprising the step of using at least one of said processors to compare the discrepancy between the purchase order, the actual data, and the invoice with at least one rule in the at least one data storage medium, wherein the discrepancy between the purchase order, actual data, and invoice falls within a tolerance of the at least one rule, and wherein the step of receiving approval or disapproval of a proposed reconciliation comprises receiving automatic approval of the proposed reconciliation.

22. The method of claim 21, further comprising sending an electronic notification to the first user, the second user, or combinations thereof indicating that the invoice is ready to be paid in response to receiving the automatic approval of the proposed reconciliation.

23. The method of claim 1, further comprising the step of using at least one of said processors to compare the discrepancy between the purchase order, actual data, and invoice with at least one rule stored in the at least one data storage medium, wherein the discrepancy between the purchase order, actual data, and invoice falls outside of a tolerance of the at least one rule, and wherein the step of receiving approval or disapproval of the proposed reconciliation comprises receiving automatic disapproval of the proposed reconciliation and transmission of a notification to at least the first user or the second user.

24. The method of claim 1, wherein the step of receiving approval or disapproval of the proposed reconciliation comprises receiving an electronic disapproval of the discrepancy from the first user or the second user, a second proposed reconciliation from the first user or the second user, and approval or disapproval of the second proposed reconciliation from the first user or the second user.

25. The method of claim 1, wherein the actual data comprises a field ticket related to the indication of the at least one good, at least one service, or combinations thereof used for performance of the at least said portion of the project.

26. A system for enhancing a workflow system by providing supportive information for a project, wherein a first user provides at least one request for at least one good, at least one service, and combinations thereof for the project, and a second user provides at least one response to the at least one request, the system comprising:

a computer readable medium electronically accessible to a processor for receiving and storing a purchase order provided by the first user relating to said at least one good, at least one service, and combinations thereof required for performance of at least a portion of the project based upon said at least one response provided by the second user;

a computer readable medium electronically accessible to a processor for receiving and storing actual data provided by the second user relating to the goods, services, or combinations thereof that were used to complete at least said portion of the project; and

a computer readable medium electronically accessible to a processor for receiving and storing an invoice provided by the second user corresponding to at least said portion of the project upon completion of at least said portion of the project;

wherein said at least one of said processors is configured to;

compare the purchase order, the actual data, and the invoice to determine a discrepancy between the purchase order, the actual data, and the invoice; and

send an electronic notification of the discrepancy to the first user, the second user, or combinations thereof; and

wherein said at least one of said computer readable mediums is configured to;

receive and store, in response to said electronic notification of the discrepancy, a proposed reconciliation from the first user or the second user; and

receive and store approval or disapproval of the proposed reconciliation from the first user or the second user.

27. The system as described in claim 26, wherein the workflow system implements a process to generate at least one request for the at least one good or at least one service, and at least one good and at least one service to be provided by the second user to the first user for the project, wherein the project is defined in terms of at least one parameter, and wherein the workflow system converts the at least one parameter into the at least one request and communicates the at least one request to the second user.

28. The system as described in claim 26, wherein the supportive information is selected from the group consisting of:

industry information, first user standards, second user standards, industry standards, first user historical data, second user historical data, industry historical data, technical information, product information, and service information, or combinations thereof.

29. The system of claim 26, wherein said at least one of said processors is configured to:

provide targeted marketing by the second user to the first user during the entirety of the project.

30. The system of claim 29, wherein the targeted marketing is based on a profile of the first user.

31. The system of claim 30, wherein the targeted marketing is provided to the first user through an information source link.

32. The system of claim 29, wherein said at least one of said processors is configured to:

identify classifications of the at least one good and at least one service for the project as provided by the first user.

33. The system of claim 32, wherein said at least one of said processors is configured to:

import project parameters into a modeling system.

34. The system of claim 32, wherein the classifications pertain to drilling operations.

35. The system of claim 26, wherein said at least one of said processors is configured to:

input project parameters directly related to the project into a computing device;

specify design rules as elements of a process provided for a pre-defined industry specific application to ensure compliance with said pre-defined industry specific application associated with the project; and

verify, using the computing device, the project parameters with the specified design rules to determine whether the project parameters comply with the design rules.

36. The system of claim 35, wherein said at least one of said processors is configured to verify the design rules with environmental rules and regulations to ensure that the design rules are in compliance with the environmental rules and regulations.

37. The system of claim 26, wherein said at least one of said processors is configured to:

provide a request template for the first user to interface with, wherein the first user modifies the at least one request based on the discrepancy;

insert an information source link into the request template;

notify the second user that the request template is available for access and review; and

respond to a selection of the information source link by the first user by displaying the supportive information with a second user interface connected to a computing device.

38. The system of claim 26, wherein the first user is an operator involved in an oil and gas exploration and production project.

39. The system of claim 26, wherein the system is implemented via a communication network.

40. The system of claim 39, wherein the communication network is selected from the group consisting of:

Internet, intranet, private network, local area networks, wide area networks, distributed networks, and public networks.

41. The system of claim 26, wherein the purchase order is a work order for services required for the performance of at least said portion of the project.

42. The system of claim 26, wherein the purchase order is a service agreement or a contract between the first user and the second user relating to said at least one good, at least one service, and combinations thereof required for the performance of at least said portion of the project.

43. The system of claim 26, wherein said at least one of said processors is configured to compare at least one line item for a good, a service, or a combination thereof from each of the purchase order, actual data, and invoice to determine the discrepancy.

44. The system of claim 26, wherein said at least one of said processors is configured to compare total dollar amount associated with the fulfillment of said portion of said project from each of the purchase order, actual data, and invoice to determine the discrepancy.

45. The system of claim 26, wherein said at least one of said processors is configured to compare at least one line item describing the quantity of a good used to fulfill said portion of said project from each of the purchase order, actual data, and invoice to determine the discrepancy.

46. The system of claim 26, wherein said at least one of said processors is configured to compare the discrepancy between the purchase order, the actual data, and the invoice with at least one rule stored in at least one data storage medium, wherein the discrepancy between the purchase order, actual data, and invoice falls within a tolerance of the at least one rule, and said at least one of said processors is configured to receive automatic approval of the proposed reconciliation.

47. The system of claim 46, wherein said at least one of said processors is configured to send an electronic notification to the first user, the second user, or combinations thereof indicating that the invoice is ready to be paid in response to receiving the automatic approval of the proposed reconciliation.

48. The system of claim 26, wherein said at least one of said processors is configured to compare the discrepancy between the purchase order, actual data, and invoice with at least one rule stored in at least one data storage medium, wherein the discrepancy between the purchase order, actual data, and invoice falls outside of a tolerance of the at least one rule, and wherein said at least one of said processors is configured to receive automatic disapproval of the proposed reconciliation and transmit a notification to at least the first user or the second user.

49. The system of claim 26, wherein said at least one of said processors is configured to receive an electronic disapproval of the discrepancy from the first user or the second user, a second proposed reconciliation from the first user or the second user, and approval or disapproval of the second proposed reconciliation from the first user or the second user.

50. The system of claim 26, wherein the actual data comprises a field ticket related to the indication of the at least one good, at least one service, or combinations thereof used for performance of the at least said portion of the project.