Patent Application
20050160121
(1) Field of the Invention
The present invention relates to an import and export expense calculation apparatus, and a method thereof, used in a system, and the like, for assisting optimal-location purchasing of materials in a global production framework.
(2) Description of the Related Art
In recent years, export and import expense calculation apparatuses for the import and export of material, and method thereof, using various methods, have been proposed (see Japanese Laid-Open Patent Application No. 2002-92395 Publication, for example).
In the case of the international procurement of a certain material in the technology disclosed in the aforementioned publication, a base location, to serve as an importing-side, is selected from among two points to undergo import and export simulation. Subsequently, the overhead expense (import and export cost) required for the import and export, from a location serving as an export origin, to the base point, is inputted. When the total for the import and export cost is known in advance, such total is inputted as the import and export cost. When the total is not known, customs duty, transportation cost, and packing cost, are inputted. Among these, the transportation cost and the packing cost are calculated based on an import and export cost table made in advance. The calculation result is displayed on a display unit.
However, the problems described below exist in the conventional technology.
Due to the inadequacy of various import and export expense entries for calculating the import and export expense required for the international procurement of materials, the low accuracy of the calculated price exists as a problem.
Furthermore, as only one point at a time can be selected for the base location serving as the importing-side, convenience is low as repeated operation is required in order to perform a unit cost comparison for importing the same material from a plurality of locations.
Furthermore, as an exchange rate for equalizing two prices is calculated in comparing prices which are in different currencies, convenience is low as it is necessary to compare the obtained equalizing exchange rate with the actual exchange rate at that time. In addition, the possibility of the user erroneously judging which one is the low costing and appropriate procurement source is heightened.
In addition, as it merely selects the low-cost procurement source without considering any material lead time information, the occurrence of problems such as materials not being procured within the required time, is possible.
The present invention is conceived in order to solve the aforementioned problems and has as an objective to provide an import and export expense calculation apparatus and method, for assisting optimal-location purchasing of materials in a global production framework.
In order to achieve the abovementioned objective, the import and export expense calculation apparatus according to the present invention is an import and export expense calculation apparatus for assisting international procurement of a material, said apparatus includes: an input unit operable to receive inputs of contract information, local price, and import and export expense basic information, of the material; a calculation unit operable to calculate, based on the inputted information, a landed price at an importing-side, from the local price of the material; and a display unit operable to display the calculated landed cost. The import and export expense calculation apparatus according to the present invention further includes a storage unit operable to hold a master table storing the import and export expense basic information, and a calculation table storing an import and export expense ratio calculation logic, wherein said calculation unit is operable to obtain, based on the contract information, calculation information by referring to the master table, and to obtain an import and export expense ratio based on the calculation information and the import and export expense ratio calculation logic. The import and export expense basic information includes at least one of the following information: standard packing size; exporter; importer; number of days of export warehouse storage; export warehouse expense; export margin; export interest; number of days of interest advance by exporter; export expense; transportation expense; marine insurance; import expense; number of days of import warehouse storage; import warehouse expense; import interest; number of days of interest advance by importer; and import margin. In addition, said export warehouse expense, the export margin, the export interest, the export expense, the transportation expense, the marine insurance, the import expense, the import warehouse expense, the import interest, and the import margin are stored in the master table as percentage values per material.
Accordingly, it is possible to accurately and conveniently calculate, from the local prices of the material at the respective procurement locations, the respective LANDED prices which include overhead expenses required during importation, and the local price of the same material at the importing-side, and compare these. As such, it is possible to procure from the lowest costing location among the procurement sources worldwide.
Furthermore, said input unit is operable to further receive an input of lead time calculation information for the material, and said calculation unit is operable to further calculate a lead time for the material based on the lead time calculation information. In addition, the lead time calculation information includes at least one information from among procurement lead time, part procurement lead time without logic lead time, distribution lead time, and storage lead time.
Accordingly, aside from the cost comparison of the materials, determination of the optimal procurement source with consideration being given to the procurement lead time information becomes possible.
The input unit is operable to further receive currency exchange information for a currency of a local price of the material at the importing-side and a currency of the landed price, and said calculation unit is operable to standardize a currency unit for the local price of the material at the importing-side and the landed price, based on the currency exchange information. The display unit is operable to simultaneously display the local price and the landed price in the standardized currency unit.
Accordingly, as comparison of respective prices having a standardized currency unit can be performed precisely, the determination of the optimal procurement location by the user can be assisted.
The import and export expense calculation apparatus according to the present invention further includes a communication unit operable to transmit the landed price to a purchase contracting apparatus by which a user makes a purchase contract for the material.
Accordingly, as the result of the calculation by the import and export expense calculation apparatus is automatically transmitted to respective purchase contracting apparatus located in respective counties, optimal information can be instantaneously transmitted to the person determined for the purchase contract, in the respective countries.
By using the import and export expense calculation apparatus and method thereof, according to the present invention, it is possible to accurately calculate, from the local prices of the material at the respective procurement locations, the respective LANDED prices which include overhead expenses required during importation, and the local price of the same material at the importing-side, and compare these. Therefore, procurement from the lowest costing location among the procurement sources worldwide can be carried out; the practical value of which is very high.
In addition, aside from cutting costs in the procurement of materials in a global production framework, the speeding-up of material procurement, and the strengthening of coordination between the respective locations through the automatic transmission of the calculation results to the respective procurement locations, also becomes possible.
Aside from the cost comparison of the materials, determination of the optimal procurement source with consideration being given to the procurement lead time information becomes possible.
Furthermore, the present invention can be implemented as an import and export expense calculation method including the steps which are characteristic of the import and export expense calculation apparatus in the present invention, and in addition, the present invention can also be implemented as a program including such steps. Such program can be distributed via a recording medium such as a CD-ROM and a transmission medium such as a communication network.
Hereinafter, the embodiments of the present invention shall be explained with reference to the diagrams.
The central contracting assistance system is configured from one import and export expense calculation apparatus 100, and one or more units of a factory procurement apparatus 110 located worldwide, and connected via an international network.
The import and export expense calculation apparatus 100 includes: an input unit 1 on which a user inputs various required data for the purchase of material from respective international procurement locations; a display unit 2 for displaying to a customer, various data such as a calculation result; a calculation unit 4 for calculating various data, and so on; a storage unit 5 for storing various data; a control unit 3 for writing various data into the storage unit 5, reading-out various data from the storage unit 5, and controlling the respective units; and a communication unit 6 for communicating with the factory procurement apparatus 100 of each factory, and the like, via the international network.
The factory procurement apparatus 110 is an apparatus that receives, from the import and export expense calculation apparatus 100, information on a material procurement source selected by the user, and places an order for the material to such procurement source. The factory procurement apparatus 110 is connected to the import and export expense calculation apparatus 100 via the international network, and includes: an input unit 11 on which the user inputs various data; a display unit 12 for displaying various data to the user; a storage unit 15 for storing various data; a control unit 13 for writing various data into the storage unit 15, reading-out various data from the storage unit 15, and controlling the respective units; and a communication unit 16 for communicating with the import and export expense calculation apparatus 100, via the international network. In addition, it is possible for the import and export expense calculation apparatus 100 to be connected to a plurality of factory procurement apparatuses 110.
The import and export expense calculation unit 41 obtains input contract information 21, expense ratio calculation information 22, and a master table 25, stored in the storage unit 5, and calculates an import and export expense ratio. The import and export expense calculation unit 41 includes a memory 41a for storing obtained information and calculation results. The lead time calculation unit 42 obtains lead time (L/T) calculation information 23 stored in the storage unit 5, and calculates a lead time (L/T) for the material. The lead time calculation unit 42 includes a memory 42a for storing the obtained information and the calculated result.
The landed price calculation unit 43 obtains the import and export expense ratio calculated by the import and export expense calculation unit 41, and using such, calculates a landed price. The calculated landed price is stored in the storage unit 5 as landed price information 24. The landed price calculation unit 43 includes a memory 43a for storing the obtained information and the calculation result. The price conversion unit 44 obtains the landed price information 24 and currency exchange information 29, stored in the storage unit 5, and performs yen conversion of a local price, based on the currency exchange rate for the currency of the procurement country and the yen. The calculated local price is stored in the storage unit 5 as local price information 30. The price conversion unit 44 includes a memory 44a for storing the obtained information and the calculated result.
Moreover, although not shown in the diagram, the export expense, FREIGHT (transportation expense), and the import expense, in the master table 25 are each stored according to AIR (air freight) and BOAT (sea freight) classifications.
Moreover, as shown in the calculation logic column, the export warehouse expense is calculated as “number of days of procurement warehouse storage”/10דwarehouse expense (1 period=10 days)”, export interest is calculated as “number of days of interest advance by exporter”/30דinterest (rate/month)”, SP (stock point) warehouse expense is calculated as “number of days of SP warehouse storage”/10דwarehouse expense (1 period=10 days)”, and export interest is calculated as “number of days of interest advance by importer”/30דinterest (rate/month)”. Values for other entries can be obtained by referring directly to the corresponding tables in the master table.
First, the respective contract information for carrying out the international procurement of the material is inputted (S1). Next, when there is a change in the contents of the master table which is basic data for calculating the various export and import expenses of the material (yes, in S2), setting (changing) of the data within the master table is performed (S3). When there is no change in the contents of the master table (no, in S2), such setting of the master table is skipped. Next, the import and export expense is calculated based on the inputted information of the various contract information and the master table (S4). Subsequently, the lead time (L/T) for the material is calculated (S5). Next, the LANDED price is calculated (S6). Next, the currency exchange rates for the currency of the procurement countries and the yen are inputted (S7), and the local price is converted into yen using such currency exchange rates (S8). Finally, the respective calculation results are displayed on-screen on the display unit 2, and automatically transmitted to the contracting apparatus of the respective factories, via the international network (S9).
The details described using
The import and export expense calculation unit 41 obtains the “procurement location” data and the “category” data within the input contract information 21, and stores these in the memory 41a. The import and export expense calculation unit 41 obtains, from within the number of days of procurement warehouse storage information table in the number of days of procurement warehouse storage information 26 within the master table 25, the “number of days of procurement warehouse storage” data corresponding to the “procurement location” data stored in the memory 41a, and stores this in the memory 41a. The import and export expense calculation unit 41 obtains, from within the standard packing size information table in the standard packing size information 28 within the master table 25, the “volume unit price” data corresponding to the “category” data stored in the memory 41a, and stores this in the memory 41a. The import and export expense calculation unit 41 obtains, from within the warehouse expense information table in the warehouse expense information 27 within the master table 25, the “warehouse expense” data corresponding to the “procurement location” data and the “volume unit price” data stored in the memory 41a, and stores this in the memory 41a. The import and export expense calculation unit 41 obtains, from the expense ratio calculation information 22, a formula for calculating the “export warehouse expense”, and stores this in the memory 41a. Subsequently, following the stored formula, the import and export expense calculation unit 41 obtains the “export warehouse expense” data by calculating the “number of days of procurement warehouse storage”/10דwarehouse expense”, and stores this in the memory 41a.
Next, the import and export expense calculation unit 41 obtains, from within the expense ratio calculation information 22, the “export margin” data, the “export interest” data, the “export expense” data, and the formula for calculating the “SUB-TTL 1”, and stores these in the memory 41a. Following the stored formula for calculating the “SUB-TTL 1”, the import and export expense calculation unit 41 obtains the “SUB-TTL 1” by adding up the “export warehouse expense” data, the “export margin” data, the “export interest” data, and the “export expense” data, stored in the memory 41a, and stores this in the memory 41a.
Next, the import and export expense calculation unit 41 obtains, from within the expense ratio calculation information 22, the “FREIGHT” data, the “marine insurance” data, and a formula for calculating the “SUB-TTL 2”, and stores these in the memory 41a. Following the stored formula for calculating the “SUB-TTL 2”, the import and export expense calculation unit 41 obtains the “SUB-TTL 2” by adding up the “SUB-TTL 1”, the “FREIGHT” data, and the “marine insurance” data, stored in the memory 41a, and stores this in the memory 41a.
Next, using the expense ratio calculation information 22, the import and export expense calculation unit 41 obtains or calculates the “import expense” data, the “SP warehouse expense” data, the “SP transportation expense” data, the “import interest” data, and the “import margin” data, and stores these in the memory 41a. The import and export expense calculation unit 41 obtains the “TTL (import and export expense ratio)” by adding the “SUB-TTL 2”, the “import expense” data, the “SP warehouse expense” data, the “SP transportation expense” data, the “import interest” data, and the “import margin” data, stored in the memory 41a, and stores this in the memory 41a.
It should be noted that the various expenses explained above are all expressed as percentage (%) data, and by multiplying the price of one unit of the material by such percentage, a price which is inclusive of such expense is obtained.
Aside from this, the import/export expense master register is provided with respective register screens for registrations concerning export warehouse expense, export margin, export interest, export expense, FREIGHT, marine insurance, import expense, SP warehouse expense, SP transportation expense, import interest, import margin, number of days of interest advance by exporter, number of days of interest advance by importer, customs lead time, import and export country, stock point, standard packing size, currency exchange rate, and so on (illustration is omitted). The display for each registration screen is the same as the display explained previously, and in addition, searching, adding, deleting, updating, and so on, can be performed in the same manner.
By pressing a “search” button 60 after inputting a retrieval source PM (Parts Master) code and a retrieval part number search condition, registered required data within the retrieval source PM, falling under the search condition, is displayed in a table window 51. By selecting a part number displayed in the table window 51, the PM (Parts Master) unit price information of such part number is set in the retrieval part number column. Furthermore, a search within a local-PM is conducted using the item number of the selected part number, and relevant registered required data is displayed in a table window 53.
By pressing a “calculate” button 62, the import and export expense corresponding to the part number set in the retrieval part number column is calculated, FOB, CIF, and LANDED price are respectively calculated, and the results shown in a table window 52. Furthermore, with regard to lead time, a total advanced booking period in which the customs lead time, and so on, are added up, is calculated and displayed in the table window 52.
By pressing a “local-PM retrieval” button 61, the PM unit price information set in the retrieval part number column is added into the table window 51 of the purchase unit price registration request input screen of table window 51. Furthermore, the contract purchase unit price in the table window 51, FOB, CIF, and LANDED price in the table window 52, and the contract purchase unit price in the table window 53, are respectively performed of currency exchange conversion and displayed in a display currency designated by the user.
Hereinafter, the operation of the import and export expense calculation apparatus explained up to this point shall be shown using a specific example. As “transistor” is inputted as the category in the contract information input example in
As explained up to this point, by using the import and export expense calculation apparatus in the present invention, it is possible to accurately calculate, from the local prices of the material at the respective procurement locations, the respective LANDED prices which include overhead expenses required during import and export, and the local price of the same material at the importing-side, and compare these. Therefore, it is possible to procure from the lowest costing location among the procurement sources worldwide.
Furthermore, aside from a cost comparison of materials, it can also assist the determination, by the user, of an optimal material procurement source with consideration to lead time.
In addition, aside from cutting costs in the procurement of materials in a global production framework, the speeding-up of material procurement, and the strengthening of coordination between the respective locations through the automatic transmission of the calculation results to the respective procurement locations, also becomes possible.
Moreover, it is obvious that it is also possible to emphasize the lowest among the currency exchange converted prices of the respective LANDED prices and domestic procurements, so that it is easily recognizable to the user (for example, by highlight display, blinking display, bold face display, colored display, and so on). Furthermore, although explanation is carried out with the respective prices being compared by being converted into yen, it is obvious that it is also possible to standardize the currencies by conversion into another currency aside from the yen.
Furthermore, the import and export expense calculation apparatus 100 and the factory procurement apparatus 110 can also make up a system, shown in
Using the input unit 1 of any of the import and export expense calculation apparatuses 100, a manager inputs the data to be stored in the memory unit 5 of all the import and export expense calculation apparatuses 100, and in addition, inputs new data required for updating. With this, data is stored, and furthermore, stored data is updated, in the memory unit 5 of the respective import and export expense calculation apparatuses 100.
In the system shown in
When the procurement source is determined by the user, the import and export expense calculation apparatus 100 transmits information on the determined procurement source to any of the factory procurement apparatuses 110 in the country where the determined procurement source belongs. The factory procurement apparatus 110 receives the information on the procurement source, and places an order for the material to such procurement source.
Moreover, it is also possible to locate the import and export expense calculation apparatus 100 in only one of any of the countries. In this case, the factory procurement apparatuses 110 in the respective countries are connected to the single import and export expense calculation apparatus 100 via the international network, so as to make communication possible. In addition, it is also possible to have only one factory procurement apparatus 110 in each country.
Next, the explanation on the functions of the import and export expense calculation apparatus 100 and the factory procurement apparatus 110 shall be supplemented using
An import and export expense calculation apparatus 100 includes an editing unit 6, a storage unit 5, a calculation unit 4, a display unit 2, an input unit 1, and a transmission unit 7. The editing unit 6 stores, into the storage unit 5, data inputted through the input unit 1, and in addition, updates the data stored in the storage unit 5. The editing unit 6 is connected to the display unit 2. The manager inputs data to be stored in the storage unit 5 while looking at the contents displayed on the display unit 2.
As previously explained, the calculation unit 4 calculates the landed prices by country, and the display unit 2 displays the calculated landed prices by country. The user looks at the displayed contents and determines the procurement source. When the determined items are inputted by the user through the input unit 1, the calculation unit 4 receives such determined item, and transmits information on the procurement source corresponding to such determined item, to the transmission unit 7. The transmission item 7 transmits, to the factory procurement apparatus 110 in the country to which such procurement source belongs, information indicating the determination of such procurement source.
The factory procurement apparatus 110 includes a reception unit 17, and an order-placement unit 18. The reception unit 17 receives the information from the transmission unit 7, and the order-placement unit 18 places an order for the material to the procurement source determined by the user.
The import and export expense calculation apparatus according to the present invention, and the method thereof, can be applied in a materials optimal-location purchasing assistance apparatus, and the like, in a global production framework.
| Number | Date | Country | Kind |
|---|---|---|---|
| 2004-007345 | Jan 2004 | JP | national |
