Source: http://www.google.com/patents/US6041312?dq=inassignee:doubleclick
Timestamp: 2015-05-22 11:11:18
Document Index: 608466678

Matched Legal Cases: ['Application No. 94', 'Application No. 94', 'Application No. 94', 'Application No. 94', 'Application No. 94', 'Application No. 94', 'Application No. 94', 'Application No. 94', 'Application No. 94', 'Application No. 94', 'Application No. 94', 'Application No. 94', 'Application No. 95', 'Application No. 95', 'Application No. 95', 'Application No. 95', 'Application No. 95', 'Application No. 95']

Patent US6041312 - Object oriented technology framework for accounts receivable and accounts ... - Google PatentsSearch Images Maps Play YouTube News Gmail Drive More »Sign inAdvanced Patent SearchPatentsAn object oriented framework provides a set of objects that perform account management functioning and permits a framework user to add extensions to the framework for specific processing features, thereby producing an account management application program for managing the financial accounts of a company,...http://www.google.com/patents/US6041312?utm_source=gb-gplus-sharePatent US6041312 - Object oriented technology framework for accounts receivable and accounts payableAdvanced Patent SearchPublication numberUS6041312 APublication typeGrantApplication numberUS 08/834,647Publication dateMar 21, 2000Filing dateMar 28, 1997Priority dateMar 28, 1997Fee statusPaidPublication number08834647, 834647, US 6041312 A, US 6041312A, US-A-6041312, US6041312 A, US6041312AInventorsMatthew John Bickerton, Kathryn Ann Bohrer, Emma Suzanne Hughes, Edward William Kenworthy, Rupert Jeremy Musgrove, LindaMay Rose Patterson, Steven Porter, David Dennis Salt, Duncan Keith ScattergoodOriginal AssigneeInternational Business Machines CorporationExport CitationBiBTeX, EndNote, RefManPatent Citations (30), Non-Patent Citations (276), Referenced by (64), Classifications (12), Legal Events (4) External Links: USPTO, USPTO Assignment, EspacenetObject oriented technology framework for accounts receivable and accounts payable
US 6041312 AAbstract
An object oriented framework provides a set of objects that perform account management functioning and permits a framework user to add extensions to the framework for specific processing features, thereby producing an account management application program for managing the financial accounts of a company, including accounts receivable and accounts payable. The framework includes an Application category of classes that contains company information for general ledger processing, a Posting Combinations category of classes that define valid posting combinations for the general ledger, a Journals category of classes that create, process, validate, and post general ledger journals, a Bank Transactions category of classes that process bank statements, a Bank Statements and Reconciliation category of classes that reconcile bank statements with bank accounts, and a Closing category of classes that validate and close the current accounting period. These classes provide the base framework upon which an account management application program is developed by the framework user.
1. A computer system comprising:a central processing unit; a user interface; and a main memory having an operating system that supports an object oriented programming environment containing an object oriented framework that provides an extensible business financial account management system, the object oriented framework comprising a set of object oriented classes including at least one user-extensible class that a user of the framework can extend using object oriented principles of inheritance to define a business financial account management application, wherein the system provides an extensible business financial account management system by maintaining a Ledger Account Application category of cooperating objects that contain business financial accounts data and perform accounts receivables and accounts payable operations on the business financial accounts data, wherein the Ledger Account Application category of cooperating objects comprises an Account object class that specifies an account structure for containing accounts receivables, accounts payable, company identification, and business partner identification data to specify the business financial accounts data, wherein the system further comprises a Debt Management Items category of cooperating objects that reference transactions between a company and a business partner and a Log Entry category of cooperating objects that identifies the transaction prior to a commit operation on the transaction. 2. A computer system as defined in claim 1, further including a Payments category of cooperating objects that permits selection of payment transactions to be made to business partners and grouping of such payments.
3. A computer system as defined in claim 2, wherein the Payments category includes a Manual Payments Control class that creates an accounts receivable/accounts payable transaction entry and causes it to be paid immediately in a single step.
4. A computer system as defined in claim 1, further including a Collection Documents category of cooperating objects that creates accounting document cooperating objects for exchange between business partners to effectuate payment with respect to the Debt Management Items class of cooperating objects.
5. A computer system as defined in claim 1, wherein the Debt Management Items category further includes a Posting Combination class that identifies a general ledger account against which an installment payment will be applied.
6. A computer system as defined in claim 1, further including a Log Entry category of cooperating objects that identifies a transaction with respect to a Ledger object class of cooperating objects.
7. A computer system as defined in claim 1, further including a Batch category of cooperating objects that identifies a group of transactions for joint processing, including start, suspend, restart, and commit operations.
8. An object oriented extensible business financial ledger account management framework for use in a computer system having an operating system that supports an object oriented programming environment and includes a memory in which cooperating objects comprising object classes can be stored, the object oriented framework comprising a set of object oriented classes including at least one user-extensible class that a user of the framework can extend using object oriented principles of inheritance to define a business financial account management application, the framework comprising a Ledger Account Application category of cooperating objects that contain business financial accounts data and perform accounts receivables and accounts payable operations on the business financial accounts data, wherein the Ledger Account Application category of cooperating objects comprises an Account object class that specifies an account structure for containing accounts receivables, accounts payable, company identification, and business partner identification data to specify the business financial accounts data, the framework further comprising a Debt Management Items category of cooperating objects that reference transactions between a company and a business partner and a Log Entry category of cooperating objects that identifies the transaction prior to a commit operation on the transaction.
9. A framework as defined in claim 8, further including a Collection Documents category of cooperating objects that creates accounting document cooperating objects for exchange between business partners to effectuate payment with respect to the Debt Management Items class of cooperating objects.
10. A framework as defined in claim 8, further including a Log Entry category of cooperating objects that identifies a transaction with respect to a Ledger object class of cooperating objects.
11. A framework as defined in claim 8, further including a Batch category of cooperating objects that identifies a group of transactions for joint processing, including start, suspend, restart, and commit operations.
12. A framework as defined in claim 8, further including a Payments category of cooperating objects that permits selection of payment transactions to be made to business partners and grouping of such payments.
13. A framework as defined in claim 12, wherein the Payments category includes a Manual Payments Control class that creates an accounts receivable/accounts payable transaction entry and causes it to be paid immediately in a single step.
14. A framework as defined in claim 8, wherein the Debt Management Items category further includes a Posting Combination class that identifies a general ledger account against which an installment payment will be applied.
15. A method of executing a software build process in a computer system having a central processing unit that controls processing in the computer system, a user interface, and a main memory having an operating system that supports an object oriented programming environment, the method comprising the steps of:providing an object oriented framework, the object oriented framework comprising a set of object oriented classes including at least one user-extensible class that a user of the framework can extend using object oriented principles of inheritance to define a business financial account management application, the object oriented framework having a ledger account Application category of cooperating objects that contain business financial accounts data and perform accounts receivables and accounts payable operations on the business financial accounts data, wherein the Ledger Account Application category of cooperating objects comprises an Account object class that specifies an account structure for containing accounts receivables, accounts payable, company identification, and business partner identification data to specify the business financial accounts data, wherein the Ledger Account Application category of cooperating objects further comprises a Debt Management Items category of cooperating objects that reference transactions between the company and a business partner and a Log Entry category of cooperating objects that identifies the transaction prior to a commit operation on the transaction; and extending the framework using object oriented principles of inheritance and producing an application program. 16. A method as defined in claim 15, wherein the Debt Management Items category further includes a Posting Combination class that identifies a general ledger account against which an installment payment will be applied.
17. A method as defined in claim 15, further including a Log Entry category of cooperating objects that identifies a transaction with respect to a Ledger object class of cooperating objects.
18. A method as defined in claim 15, further including a Batch category of cooperating objects that identifies a group of transactions for joint processing, including start, suspend, restart, and commit operations.
19. A method as defined in claim 15, further including a Collection Documents category of cooperating objects that creates accounting document cooperating objects for exchange between business partners to effectuate payment with respect to the Debt Management Items class of cooperating objects.
20. A program product data storage device, tangibly embodying a program of machine-readable instructions executable by a computer system having an operating system that supports an object oriented programming environment, the program product comprising:a recordable media; and an object oriented framework recorded on the recordable media, the object oriented framework comprising a set of object oriented classes including at least one user-extensible class that a user of the framework can extend using object oriented principles of inheritance to define a business financial account management application, the framework comprising a Ledger Account Application category of cooperating objects that contain business financial accounts data and perform accounts receivables and accounts payable operations on the business financial accounts data, wherein the Ledger Account Application category of cooperating objects comprises an Account object class that specifies an account structure for containing accounts receivables, accounts payable, company identification, and business partner identification data to specify the business financial accounts data, wherein the framework further comprises a Debt Management Items category of cooperating objects that reference transactions between the company and a business partner and a Log Entry category of cooperating objects that identifies the transaction prior to a commit operation on the transaction. 21. A method as defined in claim 15, further including a Payments category of cooperating objects that permits selection of payment transactions to be made to business partners and grouping of such payments.
22. A method as defined in claim 21, wherein the Payments category includes a Manual Payments Control class that creates an accounts receivable/accounts payable transaction entry and causes it to be paid immediately in a single step.
23. A program product as defined in claim 20, wherein the Debt Management Items category further includes a Posting Combination class that identifies a general ledger account against which an installment payment will be applied.
24. A program product as defined in claim 20, further including a Log Entry category of cooperating objects that identifies a transaction with respect to a Ledger object class of cooperating objects.
25. A program product as defined in claim 20, further including a Batch category of cooperating objects that identifies a group of transactions for joint processing, including start, suspend, restart, and commit operations.
26. A program product as defined in claim 20, further including a Payments category of cooperating objects that permits selection of payment transactions to be made to business partners and grouping of such payments.
27. A program product as defined in claim 26, wherein the Payments category includes a Manual Payments Control class that creates an accounts receivable/accounts payable transaction entry and causes it to be paid immediately in a single step.
28. A program product as defined in claim 20, further including a Collection Documents category of cooperating objects that creates accounting document cooperating objects for exchange between business partners to effectuate payment with respect to the Debt Management Items class of cooperating objects.
29. A computer-implemented method of distributing a program product, the method comprising the steps of:establishing a connection between a first computer system and a second computer system; and transmitting the program product from the first computer system to the second computer system, wherein the program product comprises an object oriented framework, the object oriented framework comprising a set of object oriented classes including at least one user-extensible class that a user of the framework can extend using object oriented principles of inheritance to define a business financial account management application, the framework comprising a Ledger Account Application category of cooperating objects that contain business financial accounts data and perform accounts receivables and accounts payable operations on the business financial accounts data, wherein the Ledger Account Application category of cooperating objects comprises an Account object class that specifies an account structure for containing accounts receivables, accounts payable, company identification, and business partner identification data to specify the business financial accounts data, wherein the framework further comprises a Debt Management Items category of cooperating objects that reference transactions between the company and a business partner, and a Log Entry category of cooperating objects that identifies the transaction prior to a commit operation on the transaction. 30. A method as defined in claim 29, further including a Payments category of cooperating objects that permits selection of payment transactions to be made to business partners and grouping of such payments.
31. A method as defined in claim 30, wherein the Payments category includes a Manual Payments Control class that creates an accounts receivable/accounts payable transaction entry and causes it to be paid immediately in a single step.
32. A method as defined in claim 29, wherein the Debt Management Items category further includes a Posting Combination class that identifies a general ledger account against which an installment payment will be applied.
33. A method as defined in claim 29, further including a Log Entry category of cooperating objects that identifies a transaction with respect to a Ledger object class of cooperating objects.
34. A method as defined in claim 29, further including a Batch category of cooperating objects that identifies a group of transactions for joint processing, including start, suspend, restart, and commit operations.
35. A method as defined in claim 29, further including a Collection Documents category of cooperating objects that creates accounting document cooperating objects for exchange between business partners to effectuate payment with respect to the Debt Management Items class of cooperating objects.
From the discussion above, it should be apparent that there is a need for an application program development tool that permits application program developers to more quickly develop and more easily maintain business financial applications such as accounts receivable and accounts payable software. The present invention fulfills this need.
In accordance with the present invention, a reusable object oriented (OO) framework for use with object oriented programming systems comprises an account management shell that provides a framework user with a set of accounts receivable and accounts payable (AR/AP) classes that can perform account management functioning and permit the framework user to add extensions to the framework for specific processing features, thereby producing an AR/AR ledger application program for account management of a company. In this way, the AR/AP ledger account management framework provides a base set of classes on which program developers can build additional specific features they deem important.
The framework includes classes for which it is anticipated extension subclassing with new attributes and methods will occur. An application program developer can customize the extension classes to meet the needs of application users and create all user interfaces with the application program, permitting the developer to more quickly conclude program development. The end-user interface establishes a means for the end-user to communicate with the application program to receive, process, and report data. The framework frees the program developer to concentrate on application program features, which can easily be implemented by extending the OO classes and methods of the OO framework. The framework thereby provides a base from which a variety of AR/AP ledger account management application programs can be quickly and efficiently produced.
The AR/AP ledger framework includes classes that define ongoing activities, perform payment handling functions, and that manage credit control operations. The ongoing activities generally may be described as either item entry, item maintenance, log item maintenance, or statement-related activities. The payment handling functions include payments, allocations, and collection documents. The credit control operations include tabulation of interest charges, legal debtor accounting, credit statistics, and "chase" letters.
FIG. 1 is a flow diagram representation of the application development process that users of the framework will follow to provide an A/R and A/P ledger application program.
FIG. 3 is a representation of the framework that operates in the system of FIG. 2, showing the Accounts Receivable (AR) and Accounts Payable (AP) mechanisms that together comprise the Ledger (LE) framework, and also showing a related General Ledger (GL) framework and common business objects utilized by the A/R and A/P Ledger framework.
FIG. 4 is a category diagram representation of the General Ledger framework illustrated in FIG. 3.
FIG. 5 is a class diagram of the LE Application category illustrated in FIG. 4, showing the Ledger class and related classes.
FIG. 6 is a class diagram of the LE Account category illustrated in FIG. 4, showing the Account class and related classes.
FIG. 7 is a class diagram of the LE Business Partner category illustrated in FIG. 4, showing the Business Partner class and related classes.
FIG. 8 is a class diagram of the LE Debt Management Items category illustrated in FIG. 4, showing the Debt Management class and related classes.
FIG. 9 is a class diagram of the LE Log category illustrated in FIG. 4, showing the Log Entry class and related classes.
FIG. 10 is a class diagram of the LE Batches category illustrated in FIG. 4, showing the Batch class and related classes.
FIG. 11 is a class diagram of the LE Audit Log category illustrated in FIG. 4, showing the Item Audit Log and related classes.
FIG. 12 is a class diagram of the LE Allocations category illustrated in FIG. 4, showing the Allocation class and related classes.
FIG. 13 is a class diagram of the LE Cash category illustrated in FIG. 4, showing the Assign Cash class and related classes.
FIG. 14 is a class diagram of the LE Payments category illustrated in FIG. 4, showing the Payment Run class and related classes.
FIG. 15 is a class diagram of the LE Collection Documents category illustrated in FIG. 4, showing the Collection Documents class and related classes.
FIG. 16 is a class diagram of the LE Payment Documents category illustrated in FIG. 4, showing the Payment Document class and related classes.
FIG. 17 is a class diagram of the LE Cancellation category illustrated in FIG. 4, showing the Cancellation class and related classes.
FIG. 18 is a class diagram of the LE Transfer Items category illustrated in FIG. 4, showing the Item Transfer class and related classes.
FIG. 19 is a class diagram of the LE Revaluation category illustrated in FIG. 4, showing the Revalue AR/AP class and related classes.
FIG. 20 is a flow diagram representation of the processing carried out by the LE Debt Management Items category illustrated in FIG. 8.
FIG. 21 is a flow diagram representation of the processing carried out by the LE Allocations category illustrated in FIG. 12.
FIG. 22 is a flow diagram representation of the processing carried out by the LE Cash category illustrated in FIG. 13.
FIG. 23 is a flow diagram representation of the processing carried out by the LE Payments category illustrated in FIG. 14.
FIG. 24 is a flow diagram representation of the processing carried out by the LE Collection Documents and LE Payment Document categories illustrated in FIG. 15 and FIG. 16, respectively.
FIG. 25 is a flow diagram representation of the processing carried out by the LE Transfer Items category illustrated in FIG. 18.
FIG. 26 is a flow diagram representation of the processing carried out by the LE Cancellation category illustrated in FIG. 17.
1. Application Program Development
FIG. 1 is a flow diagram representation of the steps performed with a computer system to produce an accounts receivables/accounts payable (AR/AP) ledger business financials application program using the framework of the present invention. The AR/AP ledger framework of the preferred embodiment is designed to obtain certain information from objects of related core classes. Such information will include information concerning the company for which the account management is to be performed, as well as other information needed to carry out operating in a computer system. These core classes can be organized into a core framework (CF) that is complementary to the framework of the present invention.
The application developer provides a user interface and combines operating interface features of the core object classes with the structure and functionality of the AR/AP Ledger OOP framework constructed in accordance with the present invention, and also adds particular framework extensions as needed, to generate an application program. The resulting application program can be used by customers, such as distribution firms or businesses, to carry out warehouse control functions and other tasks in the product distribution domain. In the following description, "framework" will refer to the framework illustrated in the drawing figures and "application" will refer to an application program that comprises an implementation of the extended framework, produced by an application developer who uses the framework.
In the FIG. 1 flow diagram, the first step is to incorporate the core framework with the Account Management framework of the invention, as represented by the flow diagram box numbered 104. This step includes the incorporation of any object classes necessary for the system on which the application will run. For example, the preferred embodiment achieves operating platform independence and application program inter-operability by extending classes from the core framework (CF) set of base business classes. In this first step, the application developer will incorporate object classes necessary for achieving operating system independence and program inter-operability by extending and subclassing from the CF classes. In this way, the account management application program can interface with multiple operating systems because only the CF extensions need change to accommodate new operating systems, while the account management application can remain the same. In a similar way, companion application programs can more easily interface with the extended application program because the core, common set of CF classes will be known and will form a common interface.
The next step of application program development is to add desired extensions to the account management framework, including the user interface. To implement this part of the program development process, the application developer-framework user must decide upon the particular extensions needed for the desired account management operations and user interface, including any modifications or extensions to the class attributes and behaviors. The framework extensions are performed by a framework user in a manner dependent on the particular computer system on which the framework is received and manipulated. Such processing is represented in FIG. 1 by the flow diagram box numbered 106.
Thus, the design of the framework provides a base class on which application program developers can build to add specific features they deem important. The application is easily modified without need for development of new code and operation with applications using the same framework is ensured. Thus, changes to the application are easily accommodated as simply further extensions.
The object oriented framework of the preferred embodiment includes object class categories comprised of an LE Application category of classes that models the relationship between a Ledger class, which holds company structure information for accounts payable and accounts receivable, and other classes that are created or owned by the Ledger class. The framework also includes: an LE Account category that supports a variety of user-defined account types, an LE Business Partner category that permits definition of customers or suppliers with a special relationship to the company; an LE Debt Management Item category that contains details of business transactions with one of the Business Partners; an LE Log category that temporarily stores debt management items; an LE Batches category that permits ledger inputs to be grouped; an LE Audit Log category for maintaining a log of debt management items; an LE Allocation category that manages open items on a business partner; an LE Cash category that models cash to transactions; an LE Payments category to keep track of payments made to business partners; and an LE Collection Documents category that manages the creation and processing of documents exchanged between business partners.
FIG. 3 is a representation of the framework that operates in the system of FIG. 2, showing an Accounts Receivable and Accounts Payable (AR/AP) module, or mechanism, that comprises the AR/AP ledger account management system that is the subject of this description. The AR/AP Ledger mechanism is shown attached to a Common Business Objects framework (CBOF) mechanism and a Generic Business Objects framework (GBOF) mechanism, which together comprise a base or core framework (CF) utilized by the framework of this invention. The CF provides common functionality to permit communication between application mechanisms (such as AR/AP) and different operating platforms, which are indicated in FIG. 3 by the modules indicated as "Unix", "AS/400", and "Windows NT" attached to CF.
Application developers will add subclassing to the classes of which CBOF and GBOF are comprised. The classes of CBOF, for example, will include company identification classes that can serve as base classes for defining companies to multiple application programs. A CBOF "Company" class might contain general identifying company information, while the account management framework of the invention might extend from the CBOF and include "Company" classes that identify financial accounting parameters of the Company. Another application program, such as a manufacturing application, might include company classes that identify finished products of the Company. The GBOF classes are more directly related to the operating system and computer system side of the operating environment. That is, the GBOF classes are responsible for object persistence according to the operating system and object environment being supported, so that a Ledger object that wants to maintain an object in persistent data storage must interface with GBOF classes. All application programs in related "business object" subject areas, or domains, should be able to make use of the common object classes specified by the CBOF and GBOF classes.
Thus, in FIG. 3 a mechanism called General Ledger is shown attached to the CF (CBOF/GBOF) combination with a Manufacturing mechanism (application) and a module identified as "Domain Applications". All of these mechanisms are shown attached to the CF to indicate that other modules may be developed to communicate with the Account Management framework. In this way, other domain applications may communicate with the Account Management application and similarly interface with different operating platforms. It should be understood that the application mechanisms shown interfacing with the CF and interfacing with the alternative operating systems are exemplary only. That is, it is contemplated that additional domain applications may interface with the Account Management mechanism, and it is contemplated that additional operating platforms may interface with the Account Management.
The AR/AP Ledger mechanism of the account management framework functions in a computer system that includes bank transaction categories, accounting categories, and business model categories. After a framework adopter has extended the framework so as to produce an account management application, the end user of the application provides data and commands to the application through the business model categories, provides accounting input through the accounting categories, and receives account reporting information through the account management categories.
4. Category Diagram
FIG. 4 is a category diagram for the AR/AP Ledger mechanism of the framework implemented in the computer system of FIG. 2. Those skilled in the art will appreciate that the categories illustrated in FIG. 4 contain groups of OOP classes that encapsulate data attributes and behaviors, and are stored in the memory of the computer system. Such classes can be implemented, for example, in a computer system operating environment that supports the C++ programming language. It should be understood that a category as used in this description refers to describing the classes that make up the framework in terms of categories for purposes of easier explanation. The categories do not necessarily represent a structure that is reflected in any programming implementation of the framework.
The framework categories provide a base of information that can be used by program developers and from which extensions can be developed. That is, the inventors of the present framework have identified a set of OOP classes most likely to be desired by developers of AR/AP Ledger account management application programs and have defined the relationships between such classes. Those skilled in the art will recognize that such classes can be overridden by users of the framework in that framework users who are developing applications can incorporate extensions and additions that suit the purposes of the user.
The categories of the AR/AP Ledger framework will be referred to with a preceding "LE", unless not required by the context in which the category is being described.
FIG. 4 shows that an LE category called Application references several other categories of the framework, including Payments, Accounts, Debt Management Items, Allocations, Batches, and Log. The LE Application category models the relationship between ledgers and the other elements of a company's financial condition so as to represent the interface through which the application program user provides data and receives reports. The LE Accounts category referenced by the LE Application supports a variety of user-defined account types, the LE Payments category keeps track of payments made to business partners, who are customers or suppliers with special relationships to the company, the LE Debt Management Item category contains details of business transactions with one of the LE Business Partners, the LE Allocations category manages open items on a Business Partner, the LE Log category temporarily stores Debt Management Items, and the LE Batches category permits ledger inputs to be grouped.
Additional categories illustrated in FIG. 4 include an LE Cash category that models cash to transactions, an LE Collection Documents category that manages the creation and processing of documents exchanged between business partners, an LE Payment Document category that formats payment documents, the LE Business Partner category defined above, an LE Cancellation category for canceling items, an LE Transfer of Items category, which transfers items from one business partner to another, LE Revaluation, which converts current prime balances to a base currency and resolves variance to current base, and an LE Audit Log category, which makes a record of changes made to the ledger.
The categories illustrated at the bottom of FIG. 4 are for purposes of illustration and comprise categories containing information about the general ledger details of the company. In the preferred embodiment, such general ledger details are obtained from a General Ledger framework (GL) having a construction that is described in a co-pending application called "Object Oriented Technology Framework For General Ledger" by the inventors herein, assigned to International Business Machines Corporation. Categories that represent groups of classes from the General Ledger framework are referred to with a "GL" preceding their respective names. The categories that conveniently interface with the present invention comprise GL Bank Transactions; GL Bank Accounts; GL Posting Combinations; GL Dissections; GL Journals; and GL Revaluation. It should be understood that these categories are exemplary and are for purposes of illustration only; other categories will occur to those skilled in the art. Persons skilled in the art who utilize this framework are free to decide upon a different mix of categories, so long as the common functionality described herein is provided.
a. LE Application.
The framework models a company's ledger with a Ledger class of objects, as illustrated in FIG. 5. The Ledger class holds company structure information pertaining to accounts payable and accounts receivable. FIG. 5 is a class diagram that illustrates the characteristics of the class called Ledger, which is said to be "from" the Application category, meaning that the Ledger class of objects is conceptualized in the framework description as part of a larger Application group or category of related classes. FIG. 5 shows that the Ledger class references other classes called Locale, Allocation Event, Batch, Account, Accounting Transaction, Log Entry, and Payment Run.
The Locale class is used to identify a default system geographic location. This is done for purposes of determining report language and numeric format defaults and conventions. The Allocation Event class keeps track of a group of items that have been allocated together at the same time and the Batch class provides an optional capability to group items that are to be entered into the ledger together, as a batch. The Account class provides an abstract structure for maintaining any account. That is, this provides an extension point to permit accounts other than business partner accounts to be operated as open item accounts. The Accounting Transaction class associates a Debt Management Transaction class, which is a business transaction with a business partner, to one or more general ledger control account movements, the Log Entry class to permit items received for entry into the A/R or A/P ledger to be held on a log pending authorization or confirmation, and the Payment Run class groups together payments that are made to business partners for ease of processing in automatic runs.
b. LE Account.
FIG. 6 is a class diagram that illustrates the characteristics of the LE Account category, which permits operation of account types other than business partners as open item accounts in the ledger. This feature can be used, for example, for accounts in the general ledger that need to be run as open item accounts. FIG. 6 shows that the classes in the category include a Business Partner class that inherits the account structure from the Account class. The Business Partner class contains the attributes of a business partner that are unique to the A/R or A/P ledger, such as item balances or legal status. If the account is not a business partner account, then the subject business partner could, for example, identify an employee who is due for some form of non-payroll payment by the company. The LE Account category also includes a Description class that associates descriptive information with an Account class member in the language indicated by the Locale object associated with the Ledger.
c. LE Business Partner.
FIG. 7 is a class diagram that illustrates the characteristics of the LE Business Partner class category, which provides the structure and behavior associated with a customer or supplier that is unique to Accounts Payable and/or Accounts Receivable. This includes such things as payment terms, bank account information, statement address, posting combinations, and the like. FIG. 7 shows that this category includes a Business Partner class that references classes called Account, Business Partner, Address, Posting Combination, Internal Bank Account, Credit Controller, Exchange Rate Type, Payment Method, Payment Terms, and External Bank Account. These classes are used to define business partners and their relationship to the company.
The Account class inherits the structure and behavior of Accounts Receivable and Accounts Payable accounts for managing the accounts associated with the subject Business Partner. The Address class contains the addresses to send statements or payments for Business Partners. The Posting Combinations class comprises an extendible class that permits the framework user to identify default general ledger accounts to be used for various activities related to the Business Partner. Such accounts include an accounts payable CD Payment Suspense used when balances are being paid via collection documents that have not yet cleared, control accounts, and purchase accounts. The Internal Bank Account class comprises both a default accounts receivable bank account and a default accounts payable account. These are the accounts into which A/R deposits are credited or from which A/P withdrawals are made, respectively. Objects of the Internal Bank Accounts reference posting combinations to identify the general ledger account numbers for bank accounts and/or the suspense account associated with a bank account.
The Credit Controller class identifies a person who is responsible for managing the Company credit line and the balance associated with the Business Partner. The Exchange Rate Type class identifies a default exchange rate for monetary currencies to be used for payments to or from the Business Partner. The Payment Method class identifies the default payment method, such as check, collection document, or the like, to be used for payments to and from the Business Partner. The Payment Terms class identifies the default payment terms associated with collection documents and payments to or from the Business Partner. Finally, the External Bank Account class is the bank account of the Business Partner to whom or from whom payments are made.
d. LE Debt Management Items.
FIG. 8 is a class diagram that illustrates the characteristics of the LE Debt Management Items category, which is responsible for managing details of a business transaction with a business partner, such as how and when payment is to be collected or made, and which can generate installments or accept them as input. This category includes a Debt Management class (shown in FIG. 8), which can comprise an invoice sent or received, a credit note, or the like. An object of the Debt Management class references a Transaction Type that describes which type of item the Debt Management object is. A Debt Management object can be entered directly to the Ledger or can reside in a log until it is confirmed.
As shown in FIG. 8, the objects of the Debt Management class reference many other classes. The referenced classes include Account, Payment Terms, Installments, Description, Ledger Batch, Log to Ledger Transfer Batch, Item Audit Log, Source Details, and Accounting Transaction. The Account class is referenced by each Debt Management class member for information about the business partner account it is associated with. The Payment Terms class is referenced because there may optionally be payment terms that override the default for the business partner. The Installments class is referenced by the Debt Management class members because each of them will always have one installment, unless the member is still on a log and installments have not yet been generated.
The Installment class in turn references Discounts that are available for the Installment, the Payment Method for the Installment, a Posting Combination to identify the general ledger control account that currently applies for the Installment, and an optional Description class for the Installment.
The Debt Management class also references a Description class for itself and a Ledger Batch that optionally groups together a set of Debt Management members to be processed together for posting directly to the A/R or A/P ledgers. The Log to Ledger Transfer Batch is referenced by the Debt Management class for optionally grouping together a set of Debt Management members being transferred from the log to the ledger. The Item Audit Log is created when a Debt Management class member is changed to provide an audit log for changes, the Source Details class contains information about the source of the Debt Management member, and the Accounting Transaction class links the Debt Management class member to one or more general ledger control account dissections, which references the business partner account with which it is associated.
e. LE Log.
FIG. 9 is a class diagram that illustrates the characteristics of the LE Log category. FIG. 9 shows that this category includes a Log Entry class. Members of the Log Entry class are AR or AP debt management items that have been entered into the account management system, but have not yet been authorized or confirmed.
FIG. 9 shows that the Log Entry class references a class called ledger, which is a collection of AR or AP accounts to which the Log Entry relates. The ledger class contains references to the set of log entries that pertain to its accounts. It also references the Batch class, which provides access to the various batch groupings of inputs that affect the ledger, such as the ledger batch and the log batch.
The Log Entry class manages an entry on the log from its creation until the entry becomes a debt management item or is cancelled. The Log Entry class references or uses classes called Create GL Journal Controller, General Ledger Journal, Log Parameters, Batch, Log Batch, Log Amend Batch, and Debt Management Item. The Log Entry class uses the Create GL Journal Controller Class to create general ledger journal postings for the log entry. The Journal class is used to create a memo or record for documenting the fact that there is an entry on the log without creating any impact on account balances. In addition, an option "accrual" journal can be created to reflect the future impact of the log entry in a general ledger accrual account. The Log Parameters class provides the company default values for log entries. The Batch class provides the general set of capabilities necessary to assemble and process groups or batches of inputs that will create new log entries or amend existing log entries. The Log Batch class permits an optional association with a log entry, a specialization of the Batch class that only contains new log entries. The Log Amend Batch class permits association with a log entry to provide a specialization of the Batch class that only contains inputs to change existing log entries. The Debt Management Item class members are created when a log entry is confirmed or authorized. During the remainder of its existence, a log entry will reference the debt management item created.
f. LE Batches.
FIG. 10 is a class diagram that illustrates the characteristics of the LE Batch category, which provides an optional grouping capability for A/R and A/P ledger inputs. This category permits the inputs to be processed as a group including start, suspend, restart and commit capabilities. The category also facilitates inquiry, reporting, and controls by batch grouping. FIG. 10 shows that this category includes a Batch class that references the Ledger class, the Batch Parameters class, and the Sub Batch class.
The Ledger class was described above in connection with FIG. 9, and contains references to the Batch groupings of inputs that relate to it. The Batch class contains data that describes a group of ledger inputs that are to be processed together and provides the capabilities to create, process, and provide information about that group of inputs.
The Batch class references or uses the Batch Parameters class, which contains company level parameters required by the Batch class, such as whether batches are required, whether batch totals should be validated, and whether batch quantities should be validated. The Batch class also references the Sub Batch class, which is an abstract class that provides base capabilities required to group ledger inputs within a batch according to the operation performed by the input. The Sub Batch class is specialized into different types of sub-batches within the framework. For example, a likely extension of the framework might be for an application provider to define the additional types of sub-batches illustrated in FIG. 10. These exemplary types include a Ledger Batch, a Log to Ledger Transfer Batch, a Log Batch, a Log Amend Batch, and a Ledger Amend Batch class.
g. LE Item Audit Log.
FIG. 11 is a class diagram that illustrates the characteristics of the LE Item Audit Log category, which maintains a record of changes made to a debt management item. FIG. 11 shows that this category includes the debt management item which contains a reference to each of the item audit log instances that have impacted it. The debt management item class references the item audit log class which describes one change to a debt management item on the ledger or describes a log entry. Members of this class in turn reference members of the Log Amend Batch class, the batch in which the change to a log entry was processed and Ledger Amend Batch, the batch in which a change to a ledger entry was processed.
h. LE Allocation.
FIG. 12 is a class diagram that illustrates the characteristics of the LE Allocation category, which opens items on a business partner account against each other. For example, this category may allocate a check received from a customer to two outstanding invoices. This category includes allocations within a hierarchy business partner. FIG. 12 shows that this category includes two control classes, an Allocation class and a Deallocation class. The Allocation class controls the allocation process and creates links between items that are being allocated together at the time. The Deallocation class reverses a previous allocation by creating deallocation movements and cancelling items that arose as a result of the previous allocation, such as a currency gain or loss.
The Allocation class references or uses classes called Allocation Parameters, Debt Management Item Control, Batch, Allocation Event. The Allocation Parameters class contains company level parameters required by the Allocation class, such as default posting combinations to be used for recording discounts taken on payments to a business partner, the posting combination to be used for gains and losses due to currency trading. The Debt Management Item class creates any new debt management items that arose as a result of the allocation, such as currency gain or loss. The Batch class provides optional batch grouping and processing for allocation events. Such events can be included in a ledger batch along with new debt management items. The Allocation Event class keeps track of groups of items that have been allocated together at the same time. These class members hold date, accounting, currency, and similar information for the event. The Allocation Event in turn references the Ledger Batch class, which references information about a batch, Descriptive Information, which contains text to describe the allocation event, and Allocation Detail, which holds the details of allocations made. The allocation detail class, for example, might contain the value of allocation in a base currency, or discount taken in a base currency. The allocation will reduce the outstanding balance of the item. For example, a payment allocated against an installment will reduce the outstanding balance of the installment. If the allocation is applied against an installable item, it will reference the installment that is affected.
The Deallocation class references the Debt Management class to cancel any new debt management items that arose as a result of the allocation, and references the Batch class, to provide optional batch groupings and processing for deallocation events. The Deallocation class also references the Allocation class and the Allocation Event class to cancel a previously entered allocation event.
i. LE Cash.
FIG. 13 is a class diagram that illustrates the characteristics of the LE Cash category, which provides a means to apply cash that has been previously entered as a bank transaction line to specific business partner accounts. This category includes a control class called Assign Cash and a control class called Receive Cash. The Assign Cash class takes cash that has been entered on the system simply as bank transaction lines and applies the cash to business partner accounts. This class uses the subclass of Cash Parameters, which contains company level parameters required for assigning cash, for example, the posting combination to be cash not assigned to any business partner account. Assign Cash also uses the Bank Transaction Line class, which comprises entries on a bank deposit or withdrawal transaction that are for cash transactions, also uses Collection Documents, which are used to associate a collection document and the bank transaction line to update the collection document as appropriate, because cash potentially represents a payment covered by a collection document. Finally, the Assign Cash class uses the control class called Debt Management, which is created by the Assign Cash class after identifying the business partner account against which the cash on the bank transaction line is to be applied, to reflect payment to or from a business partner.
The Receive Cash class uses the classes illustrated in FIG. 13 as Bank Transaction, Bank Transaction Lines, and Collection Document. The Bank Transaction class is created to reflect an interaction with the bank. The Bank Transaction Lines class is created to reflect one or multiple individually identifiable instances of cash or check receipts associated with the bank transaction. The Collection Document can be generated to set details for later application of the cash to a business partner account.
j. LE Payments.
FIG. 14 is a class diagram that illustrates the characteristics of the LE Payments category, which provides the capabilities to select payments that are to be made to business partners, group them in payment runs, allow them to be reviewed and amended, and commit them to the payment process. This category creates collection documents for the proposed payments. The actual payment occurs through collection document processing. FIG. 14 shows the primary classes within this category to be a control class called Payment Run, a control class called Manual Payments, and a class called Ledger.
The Payment Run class selects the installments that are potentially to be paid in a payment run and creates a payment run linking these installments together. This is an area of the framework that will be highly customized by the application developer because the business rules for deciding what gets paid and when varies greatly from company to company. FIG. 14 shows that this class makes use or references classes called Payment Run, which groups together payments that are to be made to business partners for ease of processing and automated runs.
The Payment Run class uses or references classes called Installment, which identifies and selects the set of installments associated with debt management items that will be paid in this payment run; Payment Run Policy an extension point to the framework where the company policies relative to payments (for example, policies on taking discounts) is implemented, Payment Parameters, which contains the company level default parameters necessary for making payments. One of these parameters would provide the posting combination to be used if the payment amounts are to be accrued on collection documents until final payment is made. The Payment Run also makes use of the collection document class, which is created for each of these payments included in the run and associated with the payment run, and Collection Document Control, which controls the creation and processing of collection documents. In the preferred embodiment, it is used to create and maintain the collection documents that reflect run and to manage the actual payment of the selected installments. It also uses debt management item control to create new debt management log items for the recommended programs. The Manual Payments class makes use of a Payment Run control class to create a payment run containing only the payment(s) being manually created, and uses Debt Management Item, to set up the new debt management item that is being paid.
k. LE Collection Documents.
FIG. 15 is a class diagram that illustrates the characteristics of the LE Collection Documents category which manages the creation and processing of documents that are exchanged between business partners to make payments. This category can comprise documents that represent immediate payment, for example, a check from or to a business partner, or can be a document that represents deferred payment, for example, a bill of exchange with a customer or a supplier that will mature and then be paid or collected. FIG. 15 shows that this category includes a control class called Collection Document, which controls the creation, maintenance, and processing of collection document and uses a wide variety of classes.
As shown in FIG. 15, the Collection Documents class uses the CD Parameters class, which provides the company level default parameters required for collection documents. For example, the default payment terms to be applied for payments to or from business partners, the default company bank accounts to be used for making payments to a business partner or for depositing a payment from a business partner, and the default posting combinations to be used for creating general ledger dissections required by collection documents.
Two control classes used by the Collection Document class are called Debt Management Item and Allocation. These two control classes are used to create new debt management items and do allocations as required by the collection documents. Two offsetting debt management items are created. One is allocated with the installments to be paid by the collection document. The other is left as the outstanding open item on the business partner account.
Also used in this category is a control class called Create GL Journal and a class called General Ledger Journal. These classes create journals that reflect the status of the collection document. For example, the movement of the amount reflected on the collection document from the business partner control account to an outstanding collection document account. Another control class used is called Bank Journal, which creates general ledger journals to reflect the bank transactions created and associated with the collection documents.
A Bank Session class links together collection documents that mature on a specific date and are sent to the bank as a bank session. The control class called Collection Document creates and maintains the bank session which links together the collection documents and sends the collection documents to the bank when they mature. The Bank Session class also references classes called Internal Bank Account, Payment Class, and Bank Transaction.
The internal bank account class specifies the company bank account from which one or two payments are to be made. The payment class comprises documents that are included in a single bank session and will therefore be of a single payment class. A payment class can encompass multiple Payments Methods. A single bank transaction is created to combine payments made or received by a bank session on a specific maturity date. A Bank Transaction line is created for each collection document that matures on the date.
The Collection Document class showed in FIG. 15 represents a document that is exchanged with the business partner. This class contains data about the status, value, maturity dates, etc., and methods to act upon the data to mature the collection document. This class uses or references many items, listed below.
The Bank Transaction Line reflects payment of the collection document and was described above. The Debt Management Item class identifies the debt management item and their installments that are satisfied by the collection document. The external bank account class identifies the business partner bank account from which or to which a payment will be made. Descriptive Information Text describes the collection in the language associated with the active locale. The Payment Document Output control class creates or processes the final paper or electronic document that makes the payment. The payment document interface will reference the collection document for the information required. The Payment Method describes how the CD is to be paid, such as by check or bill of exchange. The CD replacement link, which links together two collection documents for traceability when one collection document is replaced by another for any reason.
l. LE Payment Documents.
FIG. 16 is a class diagram that illustrates the characteristics of the LE Payment Documents category, which formats the payment documents that are to be produced when using a particular payment method, such as check forms. The payment documents can relate to payments being made, such as for checks or bills of exchange, or may relate to payments being received, such as A/R bills of exchange or bank transfers. FIG. 16 shows that this category includes a control class called Payment Document Output Formatter. This control class formats the payment documents that are to be produced when using a particular payment method. The extended frameworks will have unique check forms and therefore this control class is an extension point for the framework.
FIG. 16 shows that this category includes classes called Payment Method and Payment Document Interface. The Collection Documents class references these two classes. The collections documents class references the Payment Method that describes how the payment should be made, such as by check or electronic funds transfer. The Payment Document Interface class provides the data and operations common to all types of payment document output formats, such as Business Partner name and address, company name and address, and the like.
The Payment Document Output Formatter class references a number of subclasses to perform its function of formatting payment documents. As noted above, the Payment Document Interface class is a point of extension for the framework. That is, this class is an abstract-base class. An abstract class represents a class that will be extended by the framework user to provide features specially selected by the framework user to add value to the resulting application program. Abstract classes will be designated in the drawings with an "A" enclosed in a triangle within a corresponding class cloud. A group of classes such as those likely to be added as extensions are illustrated in FIG. 16.
The exemplary extension classes shown in FIG. 16 include an AR Bill of Exchange interface class comprising a printed collection document used for collecting payments from a Business Partner. This class can be further specialized to provide a framework for electronic data interchange of this document with the Business Partner and will usually reference the installments being paid. The A/P Bill of Exchange interface class comprises a printed collection document used for collecting payments sent to a Business Partner, the Remittance Advice Interface Class comprises a document for printing that lists the installments being paid by a payment. The Check class comprises a printed form for payment to a Business Partner, and the Bank Transfer interface class comprises a transfer payment to the bank account of a Business Partner.
m. Cancellation.
FIG. 17 is a class diagram that illustrates the characteristics of the Cancellation category which cancels an accounts receivable or accounts payable item, and reverses all allocations against the cancelled item. This category includes a control class called Cancel Item. This control class uses the Debt Management control class to find and remove a debt management item. It uses the control class called Deallocation to find and remove the allocations that have been made against the cancelled item.
n. Transfer Items.
FIG. 18 is a class diagram that illustrates the characteristics of the Transfer Items category, which transfers an item from one Business Partner to another or transfers an item between control accounts for a Business Partner. This category includes a control class called Item Transfer, which performs the actions necessary to transfer Debt Management Items and their associated allocations from one Business Partner to another, and also a control class called Mass Transfer, which provides the capability for mass transfer of all Debt Management Items from one Business Partner to another.
FIG. 18 shows that the Item Transfer class uses or references the classes Debt Management Item, which is used to create Debt Management Items for a new Business Partner and to cancel those for a previous Business Partner, the Deallocation class, which reverses previously made allocations, the Allocation class, which makes applications corresponding to the deallocated items for a new Business Partner, and the Batch class, which comprises optional batch input controls for the items being transferred.
o. Revaluation.
FIG. 19 is a class diagram that illustrates the characteristics of the Revaluation category, which converts the current prime balances on debt management details to a base currency and writes off the variance to current base to unrealized currency gain or loss. FIG. 19 shows that this category includes a control class called Revalue AR/AP. This control class controls the process of comparing the prime balance on the open debt management items to the current value for that balance in the base currency of the company and controls applying gains or losses. This class uses or references the Debt Management Items class and also the Financials Currency class, which is specific to the financial applications and inherits or uses the general currency capabilities in underlying common business objects and is used to perform conversion between two currencies. This class also uses the control class GL Journal Create, which is used to create the general ledger journals to reflect unrealized currencies and losses.
6. Processing of Extended Framework
As described above, the framework user will utilize the class and method definitions, with appropriate extensions and overrides, to produce a desired application program. Thus, as is the case with object oriented programming principles, details of the extended framework processing will depend on the particular extensions implemented by the framework user. Nevertheless, the processing enabled by the framework can be described in terms of the classes and methods defined by the present invention. Particular processing tasks performed by the extended system can be described in a step-wise, procedural fashion. The following description, therefore, should be understood to apply to the operating steps performed by the extended framework. Those skilled in the art, however, will understand that the flow of processing is not necessarily sequential through the flow diagram boxes, as objects will perform processing in accordance with their attributes and methods.
The framework classes define account setup and maintenance activities, ongoing payment activities, allocation and deallocation events, collections, and payment document activities. The account setup and maintenance activities include accounts receivable and accounts payable functions, audit logs, payment terms to be followed, budgets, and account profiles.
a. Operation of the Debt Management Controller.
The application program to be generated from the framework is intended to help manage the details of the Company business transactions with the Company Business Partners. The framework keeps track of the transactions with members of the Debt Management Item class. That is, invoices sent or received, credit notes, purchase orders, and the like are represented by Debt Management Items. The creation of Debt Management Items is under the control of the Debt Management Controller. The processing of the Debt Management Controller is represented by the flow diagram of FIG. 20 following the start box.
A business transaction exists initially as a journal Log Entry until it has been confirmed, at which time it is stored in the computer system memory as a Debt Management Item. Thus, the first step illustrated in the Debt Management processing diagram of FIG. 20 (box 202) is for a Ledger object to maintain information about the business transaction log entry by creating a General Ledger (GL) Journal posting. The creation of this posting can be implemented by the shared core objects (CF) described above. Generally, user interaction prompts such initial processing. In particular, the application program user will communicate the desire for ledger creation and porting through the user interface, which can be crafted by the application program developer according to well-known programming techniques. For example, a graphical user interface may be presented to the application user on a display such as illustrated in FIG. 2. In the preferred embodiment, an application user that is a client of a server is not permitted to create persistent data objects. Therefore, after the object oriented programming environment is established, any persistent objects must be created and stored in the server. Thus, an application user in a client-server environment must provide the data necessary for creation of the desired object to the server. The server will then invoke a command that will call the object method, pass the received information, and cause creation of the specified object. In the preferred embodiment, the GL Journal posting is handled by objects of the companion General Ledger framework, such as described in the co-pending patent application referenced above. This portion of Debt Management processing is represented by the FIG. 20 flow diagram box numbered 202.
Next in the Debt Management processing, after confirmation of the Log Entry, the Debt Manager Controller object invokes the creation of a Debt Management Item for containing data relating to a business transaction with respect to a journal ledger referenced by the core business objects (CF). That is, the AR/AP program of the invention learns of a business transaction and references a previously-created journal object that was created by the CF to create a Debt Management Item. The Debt Management Item will maintain an Item Audit Log to make a record of changes made. The processing is represented by the FIG. 20 flow diagram box numbered 204.
The next step, represented by the flow diagram box numbered 206, is for the Debt Management Item to reference the appropriate Account object for information about the Business Partner with whom the transaction is taking place. In the next processing step illustrated, the Debt Management Controller optionally creates Batch groupings of items for processing. This processing step is represented by the flow diagram box numbered 208. Finally, the Debt Management Controller creates the Journal Controller objects needed for the application program. This processing step is represented by the flow diagram box numbered 210. Processing then resumes with the continuation block.
b. Allocation and Deallocation Processing.
When a business transaction is received, it must be allocated and then deallocated against a Business Partner account in accordance with processing by the Debt Management Item Controller and the Allocation Control and Deallocation Control objects. For example, a payment received from a Business Partner is allocated against one or more invoices, which are to be deallocated from the Business Partner account. This processing is represented by the flow diagram of FIG. 21.
The first step of allocation/deallocation processing is to receive details of the business transaction. Such data would be received in the extended framework by an Allocation Control object. This processing is represented by the flow diagram box numbered 220. Next, the computer system uses the Allocate Parameters class members to create an Allocate Event and allocate the business transaction against the Business Partner. This processing is represented in FIG. 21 by the flow diagram box numbered 222.
The allocation may trigger creation of new debt management adjustments, such as in the event of a currency evaluation gain or loss. Therefore the next step of processing is to process any Debt Management Items, if necessary, as represented by the flow diagram box numbered 224. Next, optional batch processing of allocations may be performed. This processing is represented by the flow diagram box numbered 226. Lastly, the Allocation Event is removed by the creation of a Deallocation Event, as represented by the FIG. 21 flow diagram box numbered 228.
c. Cash Processing.
When cash payments are received, they must be entered in the accounts of the appropriate Business Partners. This is the responsibility of the Cash category illustrated in FIG. 13. These classes carry out processing to make the correct entry of cash payments. The processing steps performed are represented by the flow diagram of FIG. 22.
The first step of cash processing is when the Receive Cash Control object records the receipt of the cash payment. The Receive Cash Control object may create a Bank Transaction object to carry out the transaction with the Company bank and may create a Bank Transaction Lines object to reflect one or more instances of received cash for the transaction. This processing is indicated in the flow diagram box numbered 240.
Next, an Assign Cash Control object identifies the Business Partner account against which the received cash is to be applied, as represented by the FIG. 22 flow diagram box numbered 242. The Assign Cash Control object also might associate a Collection Document with the received cash; this processing is represented by the flow diagram box numbered 244. Finally, the Assign Cash Control object creates a Debt Management Item to reflect the payment to or from the Business Partner involved, as represented by the flow diagram box numbered 246. Processing then continues.
d. Payment Processing.
The framework of the invention permits payments to be made selectively against installments, permits them to be grouped, and applied against collection documents. The processing to achieve this is represented by the Payment Processing flow diagram of FIG. 23.
The first step of payment processing is represented by the flow diagram box numbered 260, which indicates that the Payment Run Control object creates a Payment Run object. Next, the Payment Run object uses the Installment objects to identify and select a set of installments to be paid, in accordance with the Payment Run Policy class. This processing step is represented by the flow diagram box numbered 262. In the next processing step, represented by the flow diagram box numbered 264, the Payment Run object creates a Collection Document object for each payment included in the payment run.
The payment processing in accordance with the framework permits manual payments, and therefore the next processing step comprises determining if the user is requesting manual payment to be performed. If so, the Manual Payment Control class creates a payment run of only the payment being manually paid against a Debt Management Item. This processing is represented by the FIG. 23 flow diagram box numbered 266. Program processing then continues.
e. Collection Documents and Payment Document Processing.
Payments (such as manual payments or installments described above) are made in the extended framework by exchanging payment documents between the Company and Business Partners. The payment documents are members of the Collection Documents class and can represent immediate payment or a deferred payment. The flow diagram of FIG. 24 represents the processing of the Collection Documents and Payment Document categories.
Collection document processing begins with a Collection Document (CD) Control object creating a Collection Document based on the CD Parameters class, as indicated by the flow diagram box numbered 280 in FIG. 24. The CD Parameters will specify items such as payment terms, bank accounts of Company in making payment, and default posting combinations. The next step is for the Collection Document Control object to keep track of the Collection Document status. In the preferred embodiment, the Collection Document Control object does this by creating a General Ledger Journal Control object and a General Ledger Journal object, part of the common, shared Common Business Objects Framework (CBOF) with which the preferred embodiment interfaces. This processing is represented by the flow diagram box numbered 282.
Next, the Collection Document references objects of the classes Payment Method, Payment Document Interface, and Payment Document Output Formatter Control to create Payment Documents for the payment of transactions. This processing step is represented by the flow diagram box numbered 284. Lastly, the Payment Document Output Formatter Control object formats the payment documents to be produced in accordance with extensions decided upon by the application developer/framework user. This is represented by the flow diagram box numbered 286.
f. Transfer Items Processing.
A user might want to transfer a transaction item from one Business Partner to another, or from one account of a Business Partner to another account of the same Business Partner. In the framework, this processing is carried out by the Transfer Items category, whose processing steps are represented in the flow diagram of FIG. 25.
The first processing step illustrated in FIG. 25 assumes that the program user has decided to transfer selected items from one Business Partner to another. Accordingly, the first flow diagram box numbered 300 indicates that the user starts transfer processing by invoking an Item Transfer Control object. This may be initiated, for example, by the user making a selection through the user interface of the application program using the computer system shown in FIG. 2.
Next, the Item Transfer Control object references Deallocate and Allocate Control objects in accordance with user direction to selectively reverse previous allocations and redirect items from one partner to another, respectively. This processing is represented by the flow diagram box numbered 302. The framework optionally supports batch transfers, so the next processing step illustrated (box 304) indicates the Item Transfer Control object references inputs of the Batch class.
Finally, the framework supports mass transfer of items from one Business Partner to another. The flow diagram box numbered 306 indicates the application program user starts the mass transfer processing by invoking the Mass Transfer Control object. Processing then continues.
g. Revaluation Processing.
The framework supports converting current balances on debt management item details from a foreign currency to a base currency and writing off unrealized currency gain or loss. The framework does this through the Revaluation category, whose processing steps are represented by the flow diagram of FIG. 26.
The first processing step illustrated in FIG. 26 assumes that the program user has decided to revalue selected debt management items from one Business Partner to another. Accordingly, the first flow diagram box numbered 320 indicates that the user starts revaluation processing by invoking a Revalue AR/AP Control object. This may be initiated, for example, by the user making a selection through the user interface of the application program using the computer system shown in FIG. 2.
Next, the Revalue AR/AP Control object references Debt Management Item objects, Financials Currency objects, and GL Journal Create Control objects in accordance with user direction to selectively revalue debt management items. This processing is represented by the flow diagram box numbered 322. Processing then continues.
h. Cancellation Processing.
A user might want to reverse all allocations made against a business transaction. Therefore, the framework supports reversing all allocations in response to user request. The framework does this through the Cancellation category, whose processing steps are represented by the flow diagram of FIG. 27.
The first processing step illustrated in FIG. 27 assumes that the program user has decided to cancel allocations made against a business transaction. Accordingly, the first flow diagram box numbered 340 indicates that the user starts cancellation processing by invoking a Cancel Item Control object. This may be initiated, for example, by the user making a selection through the user interface of the application program using the computer system shown in FIG. 2.
Next, at the flow diagram box numbered 342, the Cancel Item Control object uses a Debt Management Control object to remove a debt management item. In the next processing step, the Cancel Item Control object uses a Deallocate Control object to find and remove allocations made against the debt management item.
Thus, the reusable framework of the invention provides a set of objects that perform account management functioning and permit a framework user to add extensions to the framework for specific processing features, thereby producing an account management application program for managing the ledger accounts of a company, including accounts receivable and accounts payable. An application program developer can thereby more quickly conclude program development and maintain programs with updates and improvements. The developer must provide the end-user interface, which establishes a means for the end-user to communicate with the application program to receive, process, and report data. The program developer is thereby free to concentrate on application program features, building upon the framework.
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Grimes, 1993, "Objects 101--An Implementation View", Proceedings of C++ World 1993.185Inspec Abstract No. C9406-6110J-029, "A Comparison of Object-Oriented Analysis and Design Methods", Proceedings of C++ World 1993.186Inspec Abstract No. C9406-6115-048, 1993, "Constructing Multi-View Editing Environments Using MViews".187Inspec Abstract No. C9406-6150N-015, from Schmidt et al., 1994, "The Service Configurator Framework: An Extensible Architecture from Dynamically Configuring Concurrent, Multi-Service Network Daemons".188Inspec Abstract No. C9406-7490-012, "A Discrete-Event Object-Oriented Modeling Environment for Sawmill Simulation".189 *Inspec Abstract No. C9407 6140D 014, from Satoh et al., 1994, Semantics from a Real Time Object Oriented Programming Language .190 *Inspec Abstract No. C9407 7420D 045, from Desai et al., 1994, Controller Structure Definition Via Intelligent Process Control .191Inspec Abstract No. C9407-6140D-014, from Satoh et al., 1994, "Semantics from a Real-Time Object-Oriented Programming Language".192Inspec Abstract No. C9407-7420D-045, from Desai et al., 1994, "Controller Structure Definition Via Intelligent Process Control".193 *Inspec Abstract No. C9408 6110B 016, from Chen et al., 1994, An Experimental Study of Using Reusable Software Design Frameworks to Achieve Software Reuse .194 *Inspec Abstract No. C9408 6110J 011 from Gyu Chung et al., 1993, System Methodologies of Object Oriented Programs .195 *Inspec Abstract No. C9408 7420 021, from Pirkbauer et al., 1994, Object Oriented Process Control Software .196Inspec Abstract No. C9408-6110B-016, from Chen et al., 1994, "An Experimental Study of Using Reusable Software Design Frameworks to Achieve Software Reuse".197Inspec Abstract No. C9408-6110J-011 from Gyu-Chung et al., 1993, "System Methodologies of Object-Oriented Programs".198Inspec Abstract No. C9408-7420-021, from Pirkbauer et al., 1994, "Object-Oriented Process Control Software".199 *Inspec Abstract No. C9409 6180 059, from Wang et al., 1993, A Framework for User Customization .200Inspec Abstract No. C9409-6180-059, from Wang et al., 1993, "A Framework for User Customization".201 *Inspec Abstract No. C9410 6180G 015, from Eichelberg et al., 1993, Integrating 3D Graphics into an Object Oriented Application Framework .202Inspec Abstract No. C9410-6180G-015, from Eichelberg et al., 1993, "Integrating 3D-Graphics into an Object-Oriented Application Framework".203 *Inspec Abstract No. C9411 6115 035 from Mili et al., 1991, SoftClass: An Object Oriented Tool for Software Reuse .204 *Inspec Abstract No. C9411 6130B 108, from Mili et al., 1992, Building a Graphical Interface for a Reuse Oriented CASE Tool .205 *Inspec Abstract No. C9411 6160J 011, from Odberg et al., 1992, A Framework for Managing Schema Versioning in Object Oriented Databases .206Inspec Abstract No. C9411-6115-035 from Mili et al., 1991, "SoftClass: An Object-Oriented Tool for Software-Reuse".207Inspec Abstract No. C9411-6130B-108, from Mili et al., 1992, "Building a Graphical Interface for a Reuse-Oriented CASE Tool".208Inspec Abstract No. C9411-6160J-011, from Odberg et al., 1992, "A Framework for Managing Schema Versioning in Object-Oriented Databases".209 *Inspec Abstract No. C9412 6110B 221, Berghel et al., 1992, A Generic Object Oriented Concurrency Mechanism for Extensibility and Reuse of Synchronization Components .210 *Inspec Abstract No. C9412 6110J 006, from Lau et al., 1993, Using SOM for Tool Integration .211 *Inspec Abstract No. C9412 6110J 014 from Griss et al., 1994, Object Oriented Reuse .212 *Inspec Abstract No. C9412 6160J 025 from J. Iivari, 1994, Object Oriented Information Systems Analysis: A Comparison of Six Object Oriented Analysis Methods .213 *Inspec Abstract No. C9412 7330 186 from Righter et al., 1994, An Object Oriented Characterization of Spatial Ecosystem Information .214 *Inspec Abstract No. C9412 7810 003, from Jung et al., 1993, Development of an Object Oriented Anthropometric Database for an Ergonomic Man Model .215Inspec Abstract No. C9412-6110B-221, Berghel et al., 1992, "A Generic Object-Oriented Concurrency Mechanism for Extensibility and Reuse of Synchronization Components".216Inspec Abstract No. C9412-6110J-006, from Lau et al., 1993, "Using SOM for Tool Integration".217Inspec Abstract No. C9412-6110J-014 from Griss et al., 1994, "Object-Oriented Reuse".218Inspec Abstract No. C9412-6160J-025 from J. Iivari, 1994, "Object-Oriented Information Systems Analysis: A Comparison of Six Object-Oriented Analysis Methods".219Inspec Abstract No. C9412-7330-186 from Righter et al., 1994, "An Object-Oriented Characterization of Spatial Ecosystem Information".220Inspec Abstract No. C9412-7810-003, from Jung et al., 1993, "Development of an Object-Oriented Anthropometric Database for an Ergonomic Man Model".221 *Inspec Abstract No. C9501 6115 039, from Elia et al., 1993, G : An Object Oriented Environment for Developing Distributed Applications .222 *Inspec Abstract No. C9501 6140D005, S. Vinoski, 1994, Mapping CORBA IDL Into C .223 *Inspec Abstract No. C9501 7160 020, C. Le Pape, 1993, The Cost of Genericity: Experiments With Constraint Based Representations of Time Tables .224 *Inspec Abstract No. C9501 7330 007, Salminen et al., 1994, Modeling Trees Using an Object Oriented Scheme .225Inspec Abstract No. C9501-6115-039, from Elia et al., 1993, "G++: An Object Oriented Environment for Developing Distributed Applications".226Inspec Abstract No. C9501-6140D005, S. Vinoski, 1994, "Mapping CORBA IDL Into C++".227Inspec Abstract No. C9501-7160-020, C. Le Pape, 1993, "The Cost of Genericity: Experiments With Constraint-Based Representations of Time-Tables".228Inspec Abstract No. C9501-7330-007, Salminen et al., 1994, "Modeling Trees Using an Object-Oriented Scheme".229 *Inspec Abstract No. C9502 6130G 006, Support for Enterprise Modelling in CSCW , P. Hennessy et al., 1994.230 *Inspec Abstract No. C9502 7160 026, from Menga et al., 1995, An Object Oriented Framework for Enterprise Modelling .231 *Inspec Abstract No. C9502 7810C 058, from Lin et al., 1995, Can CAL Software Be More Like Computer Games .232Inspec Abstract No. C9502-6130G-006, "Support for Enterprise Modelling in CSCW", P. Hennessy et al., 1994.233Inspec Abstract No. C9502-7160-026, from Menga et al., 1995, "An Object-Oriented Framework for Enterprise Modelling".234Inspec Abstract No. C9502-7810C-058, from Lin et al., 1995, "Can CAL Software Be More Like Computer Games?".235 *Inspec Abstract No. C9503 6110B 045, from Rosiene et al., 1995, A Data Modeling Framework from Queueing Network Models .236 *Inspec Abstract No. C9503 6140D 045, Satoh et al., 1995, Process Algebra Semantics for a Real Time Object Oriened Programming Language .237Inspec Abstract No. C9503-6110B-045, from Rosiene et al., 1995, "A Data Modeling Framework from Queueing Network Models".238Inspec Abstract No. C9503-6140D-045, Satoh et al., 1995, "Process Algebra Semantics for a Real Time Object Oriened Programming Language".239 *Inspec Abstract No. C9504 6130B 049, from A. van Dam, 1995, VR as a Forcing Function: Software Implications of a New Paradigm .240 *Inspec Abstract No. C9504 6140D 024, from Sheffler et al., 1995, An Object Oriented Approach to Nested Data Parallelism .241 *Inspec Abstract No. C9504 7460 042, Coleman et al., 1995, An End To End Simulation of A Surveillance System Employing Architecture Independence, Variable Fidelity Components and Software Reuse .242 *Inspec Abstract No. C9504 7460 043, Sells et al., 1995, Implementation of the Architecture for a Time Domain Dynamical System Simulation in a Very High Level Pictorial Object Oriented .243Inspec Abstract No. C9504-6130B-049, from A. van Dam, 1995, "VR as a Forcing Function: Software Implications of a New Paradigm".244Inspec Abstract No. C9504-6140D-024, from Sheffler et al., 1995, "An Object-Oriented Approach to Nested Data Parallelism".245Inspec Abstract No. C9504-7460-042, Coleman et al., 1995, "An End-To-End Simulation of A Surveillance System Employing Architecture Independence, Variable Fidelity Components and Software Reuse".246Inspec Abstract No. C9504-7460-043, Sells et al., 1995, "Implementation of the Architecture for a Time-Domain Dynamical System Simulation in a Very High-Level Pictorial Object-Oriented".247Inspec Abstract No.4664213, "Maintaining Information about Persistent Replicated Objects in a Distributed System"., 1993 IEEE Conference on Distributed Computing Systems.248 *Inspec Abstract No.4664213, Maintaining Information about Persistent Replicated Objects in a Distributed System ., 1993 IEEE Conference on Distributed Computing Systems.249 *Text of IBM Technical Disclosure Bulletin , Allard et al., Feb. 1990, Object Oriented Programming in C the Linnaeus System , pp. 437 439.250 *Text of IBM Technical Disclosure Bulletin , Baker et al., Jun. 1991, Distribution List Class , p. 159.251 *Text of IBM Technical Disclosure Bulletin , Baker et al., Oct. 1991, Model View Schema , pp. 321 322.252 *Text of IBM Technical Disclosure Bulletin , Baker et al., Oct. 1991, Office Container Class , pp. 309 310.253 *Text of IBM Technical Disclosure Bulletin , Cavendish et al., Jul. 1991, Icon Pane Class , pp. 118 119.254 *Text of IBM Technical Disclosure Bulletin , Cavendish et al., Jun. 1991, Object Oriented Documentation Tool , pp. 50 51.255 *Text of IBM Technical Disclosure Bulletin , vol. 36, Coskun, N., Jun. 1993, Persistent Framework Independent Record/Playback Framework , pp. 261 264.256 *Text of IBM Technical Disclosure Bulletin , vol. 37, DeBinder et al., Feb. 1994, Results Folder Framework , pp. 431 432.257 *Text of IBM Technical Disclosure Bulletin , vol. 37, No. 11, Nov. 1994, pp. 71 72, Behrs et al., Device Support Framework to Support ISO DPA 10175 and POSIX 1387.4 .258 *Text of IBM Technical Disclosure Bulletin , vol. 37, No. 12, Dec. 1994, pp. 19 20, Al Karmi et al., Events Set for Event Tracing in Distributed Object Oriented Systems .259 *Text of IBM Technical Disclosure Bulletin , vol. 37, No. 12, Dec. 1994, pp. 375 378, Acker et al., Automatically Generating Formatted Documentation for Object Oriented Class Libraries .260 *Text of IBM Technical Disclosure Bulletin , vol. 37, No. 6B, Jun. 1994, pp. 553 556, Gest et al., Portable Object Oriented Event Manager .261 *Text of IBM Technical Disclosure Bulletin , vol. 37, No. 7, Jul. 1994, pp. 145 146, Banda et al., Exception Management Algorithm for Multi Threaded Method Invocation .262 *Text of IBM Technical Disclosure Bulletin , vol. 38, No. 1, Jan. 1995, pp. 411 414, J. Knapman Generating Specific Server Programs in Distributed Object Oriented Customer Information Control System .263Text of IBM Technical Disclosure Bulletin, Allard et al., Feb. 1990, "Object-Oriented Programming in C--the Linnaeus System", pp. 437-439.264Text of IBM Technical Disclosure Bulletin, Baker et al., Jun. 1991, "Distribution List Class", p. 159.265Text of IBM Technical Disclosure Bulletin, Baker et al., Oct. 1991, "Model View Schema", pp. 321-322.266Text of IBM Technical Disclosure Bulletin, Baker et al., Oct. 1991, "Office Container Class", pp. 309-310.267Text of IBM Technical Disclosure Bulletin, Cavendish et al., Jul. 1991, "Icon Pane Class", pp. 118-119.268Text of IBM Technical Disclosure Bulletin, Cavendish et al., Jun. 1991, "Object-Oriented Documentation Tool", pp. 50-51.269Text of IBM Technical Disclosure Bulletin, vol. 36, Coskun, N., Jun. 1993, "Persistent Framework Independent Record/Playback Framework", pp. 261-264.270Text of IBM Technical Disclosure Bulletin, vol. 37, DeBinder et al., Feb. 1994, "Results Folder Framework", pp. 431-432.271Text of IBM Technical Disclosure Bulletin, vol. 37, No. 11, Nov. 1994, pp. 71-72, Behrs et al., "Device Support Framework to Support ISO DPA 10175 and POSIX 1387.4".272Text of IBM Technical Disclosure Bulletin, vol. 37, No. 12, Dec. 1994, pp. 19-20, Al-Karmi et al., "Events Set for Event Tracing in Distributed Object-Oriented Systems".273Text of IBM Technical Disclosure Bulletin, vol. 37, No. 12, Dec. 1994, pp. 375-378, Acker et al., "Automatically Generating Formatted Documentation for Object-Oriented Class Libraries".274Text of IBM Technical Disclosure Bulletin, vol. 37, No. 6B, Jun. 1994, pp. 553-556, Gest et al., "Portable Object-Oriented Event Manager".275Text of IBM Technical Disclosure Bulletin, vol. 37, No. 7, Jul. 1994, pp. 145-146, Banda et al., "Exception Management Algorithm for Multi-Threaded Method Invocation".276Text of IBM Technical Disclosure Bulletin, vol. 38, No. 1, Jan. 1995, pp. 411-414, J. 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