Patent Document

BACKGROUND  
       [0001]     Internal requests in organizations for goods and/or services have been automated to some extent in prior systems. Such systems may require users to have an understanding of the purchase orders. Casual users, such as normal employees of a company, were not able to easily use such systems to create purchase orders if they had a specific request for material or services. They were not able to enter all relevant data for purchase orders or internal requisitions, and were not able easily handle complicated navigation of such services.  
         [0002]     In some prior applications that were designed to allow casual users to request goods or services, user interfaces, such as electronic shopping carts and code for implementing functions were combined in a same application. Changes to the code or the user interface may have directly affected other parts of the application, requiring their modification.  
       SUMMARY  
       [0003]     A system and method for ordering goods in a distributed message based business management system uses an internal request business object that identifies parties involved, items, status of items, and identification and administrative information of an internal request. The internal request business object includes actions comprising the ability to submit action for the creation of follow-on documents, trigger a check for correctness and completeness of the internal request, and start an approval action that initiates an approval process of the internal request. 
     
    
     BRIEF DESCRIPTION OF THE DRAWINGS  
       [0004]      FIG. 1  is a block diagram illustrating a context of an internal request business object according to an example embodiment.  
         [0005]      FIG. 2  is a block diagram illustrating a software architecture for a local deployment unit according to an example embodiment.  
         [0006]      FIGS. 3A, 3B  and  3 C are diagrams illustrating internal request business object interfaces with other business objects according to an example embodiment.  
         [0007]      FIGS. 4A and 4B  are diagrams illustrating operation of several different services interfaces to the internal request business object according to an example embodiment.  
         [0008]      FIG. 5  is a diagram illustrating interactions between an internal request business object and an in-house requirement business object according to an example embodiment.  
         [0009]      FIG. 6  is a diagram illustrating interactions between the internal request business object and a purchase request business object according to an example embodiment.  
         [0010]      FIG. 7  is a diagram illustrating interactions between the internal request business object and a goods and services acknowledgment business object according to an example embodiment.  
         [0011]      FIG. 8  is a diagram illustrating interactions between the internal request business object and a supplier invoice business object according to an example embodiment.  
         [0012]      FIG. 9  is a diagram illustrating the status of item level for final entry and final invoice to create invoice or confirmations automatically according to an example embodiment.  
         [0013]      FIG. 10  is a diagram illustrating an internal request business object status and action scheme according to an example embodiment.  
         [0014]      FIG. 11  is a block diagram of a typical computer for a logical deployment unit that for executing methods in a distributed message based transaction based system according to an example embodiment.  
     
    
     DETAILED DESCRIPTION  
       [0015]     In the following description, reference is made to the accompanying drawings that form a part hereof, and in which is shown by way of illustration specific embodiments which may be practiced. These embodiments are described in sufficient detail to enable those skilled in the art to practice the invention, and it is to be understood that other embodiments may be utilized and that structural, logical and electrical changes may be made without departing from the scope of the present invention. The following description is, therefore, not to be taken in a limited sense, and the scope of the present invention is defined by the appended claims.  
         [0016]     The functions or algorithms described herein are implemented in software or a combination of software and human implemented procedures in one embodiment. The software comprises computer executable instructions stored on computer readable media such as memory or other type of storage devices. The term “computer readable media” is also used to represent carrier waves on which the software is transmitted. Further, such functions may be implemented in objects with attendant methods. The methods may be implemented in modules, which are software, hardware, firmware or any combination thereof. Multiple functions are performed in one or more modules as desired, and the embodiments described are merely examples. The software is executed on a digital signal processor, ASIC, microprocessor, or other type of processor operating on a computer system, such as a personal computer, server or other computer system.  
         [0017]     An internal request business object is used for the procurement of materials or services in a distributed message based business management system. In one embodiment, the internal request object is used to create and manage internal requests from employees in a business, and contains identification of the parties involved, the items and their status. Furthermore, it contains identification and administrative information corresponding to the internal request. The internal request object provides the ability of employees to directly request materials and services without the need to understand the processes and formalities used in the creation of purchase orders normally handled by a specialized purchasing department. The internal request object may be used to enable user interface functions to be separately implemented, such as by different objects than the internal request object. Still further, constraints, in the form of business rules may be applied to the internal request object to implement desired constraints on the ability of employees to purchase goods and services directly.  
         [0018]     In one embodiment, employees of a company may be enabled to declare the need of materials or services very easily. The internal request object may be used to facilitate the creation of a lean material and service requests. Such materials and services may be selected from a product catalog, product master, or entered directly by a user. Recurrent requirements can be saved in a template for frequent reuse.  
         [0019]     Whether a request will be fulfilled via an external procurement process or an internal deliver from stock may be automatically determined by the system based on business rules. Users do not need to enter extensive data fields. Basic data, such as item description and quantity may be sufficient. In an easy example, items are selected from a catalog, and the user is done. They are not forced to handle complicated screens or struggle with complicated navigation concepts.  
         [0020]      FIG. 1  shows a high level view of an internal request business object  110 . The internal request object  110  resides in a process component known as internal request processing  115 . The process component is part of a requisitioning deployment unit  120 , which may be a implemented in a computer system that is part of a message based distributed business organization computing system.  
         [0021]      FIG. 2  illustrates a software architecture  200  for a deployment unit  120 , of which internal request processing and internal request business objects are a part. Architecture  200  comprises a business process platform  210  consisting of a database services layer  215  that provides access to data related to the business processes implemented locally, and implemented by other deployment units which may be geographically distributed.  
         [0022]     An application platform business objects layer  220  comprises multiple business objects which provide business functionality. An internal request business object resides in this layer in one embodiment. Other objects may include purchase order and invoice related objects to name a very few. A services layer  230  provides the ability to retrieve, update, and delete these objects. One or more user interfaces obtain data from the business objects and provide a user interface to users of the system. Such interfaces may be different for different types of users, such as large company users  235 , medium size company users  240  and small company users  245 . The amount of functionality provided may be varied depending on the type of user. Vertical slices of functionality may be selected for different size companies as well by selecting various components and business objects from a large group of components and objects.  
         [0023]     An internal request is a request for the procurement of goods and services. Goods may include materials. A generic term for goods, materials and services may be referred to as items. The internal request may be fulfilled via different objects, such a purchase request or an in-house requirement object. An in-house requirement object is a requirement object that expresses a demand from an internal customer within an organization. A purchase request object expresses a request to a purchasing department to purchase items in specified quantities within a specified time.  
         [0024]     Many business functions may be implemented in the internal request object at various levels. The internal request object  110  may implement several functions related to an internal request document. Some of such functions include the ability to create internal request documents manually for the user or for another user. Templates may be created to enable quick creation of requests for frequently requested items. In one embodiment, all users may use templates that have been created. While a user is working on a document, a system check for correctness and completeness of entered data can be triggered to indicate open to-dos. The system may also check an internal request prior to ordering automatically. Incomplete requests may be saved so that a user can return to finish the request at a later time.  
         [0025]     In one embodiment, the internal request provides data to enable the display or printing of the internal request. If no follow-on documents exist, it should be possible to modify or delete a request. No further processing of deleted requests should be allowed. Descriptions for internal requests may be entered. Archiving of internal requests that have completed a life cycle may be done. A change history may also be provided for display. Automatic budget checks may also be performed. Internal requests may also deliver data for analytical reporting.  
         [0026]     The internal request business object  110  may also implement functions related to approval of an internal request. In one embodiment, an internal request may provide data to enable display of an approval preview, such as who will be responsible approvers. The status of the approval may also be checked. An approval note may also be added by a requester, approver or reviewer. A budget driven approval may also be available, as well as spending limits wherein spending limit controls who will approve which amount. Internal request may also be approved offline, such as from an in box for electronic mail.  
         [0027]     In one embodiment, approvers may be added ad-hoc. Approvers may be able to accept, reject, display, and return internal requests. Further, requestors may return internal requests to an approver for reconsideration, and change and display the internal request during the approval process.  
         [0028]     In a further embodiment, the internal request is extensible, such as by adding customer fields, transferring added customer fields to follow-on documents and also to offer customers the possibility for individual and modification-free adjustments.  
         [0029]     In yet a further embodiment, an internal requests and internal request items may be adjusted to local requirements of different countries and jurisdictions.  
         [0030]     Several functions may be implemented by internal request business objects on an item level. These may include things like adding items manually, from a catalog, from internal request templates, from existing internal requests, via copying to add new items which are similar, and deleting items even if follow-on documents exists, provided such documents can be deleted.  
         [0031]     Further functions in dealing with items include using items to represent nodes within a hierarchy. Service items for temporary labor may be represented by such a hierarchy. Further, it may be possible add material and service product items. Items may also be added via free text descriptions. Items may be added without specifying an exact price. A maximum limit for service items may be defined, as well as an expected value or flat rate. Limits for expenses for service items and overtime may also be specified. Skill profiles may also be added. Several different catalogs may be used to select items.  
         [0032]     Still further functions include the ability to search for existing sources of supply and assigning sources. After a final approval of an internal request, an item may be transferred into a follow-on document, such as a purchase request or in-house requirement. Configuration of which follow-on documents will be created may also be done. Further, a check if material is in stock may be made. A pricing engine in an application platform may be integrated to allow the determination of prices. Integration to a tax engine in the application platform may also be done to determine taxes.  
         [0033]     In one embodiment, approvers may reject individual line items in a request containing many items. Approvers may also approve only items for which they are responsible. An acknowledgement may also be posted via an internal request. A supplier invoice may also be posted via the internal request in one step. The internal request may provide data to enable the status of each item and the display of follow-on documents. Additionally, in one embodiment, the internal request may provide data to enable display of change history of items.  
         [0034]     Further functions are related to the parties involved with internal requests. The internal request may identify a recipient of the items, a ship-to address, service agents, supplier, preferred supplier, location, purchasing organization, and purchasing group. In addition, in one embodiment, partner schemas may be configured for the internal request which will be forwarded to follow-on documents.  
         [0035]     A further set of functions relates to attachments. It may be possible to attach files to an internal request item. Attachments may be added for external use by a supplier. Attachments may be classified to be visible for internal use only. An internal request provides data to enable the display of documents. Attachments may be deleted, and may have versions created. Document management functionality may be used to check in or out a version of an attachment.  
         [0036]     Text may also be used in internal requests. It is possible to add descriptions for external use by suppliers or for internal use only. Configurable text may also be stored at an internal request item level, and various schemas may be identified. Text may also be selectively forwarded to follow-on documents.  
         [0037]     Some functions relate to account assignment. An account assignment to different accounting objects may be possible for internal request items. For example, cost center, order, fund, funds center, etc., may be assigned. Further the account assignment may be maintained manually. Costs may also be distributed by percentages, quantity or value. Still further the creation of account assignments for multiple line items may be facilitated by copying account assignments and inserting them to and from a clipboard. This may be implemented on top of a user interface platform which is independent from the internal request business object.  
         [0038]     Search functions may also be provided for internal requests, such as the ability to search for internal requests and internal request templates. Search criteria may be entered by a user to find such requests and templates.  
         [0039]      FIGS. 3A, 3B , and  3 C illustrate internal request business object relations with other business objects to implement some of the functions described above. An internal request business object is represented at  300 , and has relations at least with a business partner object  301 , organization center object  302 , product object  303 , product category hierarchy object  304 , product catalogue object  305 , purchasing contract object  306 , in-house requirement object  307  and purchase request object  308 .  
         [0040]     Internal request business object  300  includes an internal request  310  includes one or more items  311 , a status  312 , one or more parties  313  and a description  314 . Items  311  is associated with item status  315 , item party  316 , item product  317 , item delivery terms  318 , item procurement cost upper limit  319 , item product tax  320 , item pricing condition  321 , item accounting object set assignment  322 , item location  323 , item reference  324 , item actual value  325 , item attachment  326  and item description  327 .  
         [0041]     Item party  316  further comprises item product recipient party  328 , item service agent party  329 , item requestor party  330 , item purchasing organization party  331 , item purchasing group party  332 , item seller party  333 , item preferred seller party  334 , item logistical division party  335  and item buyer party  336 .  
         [0042]     Item location  323  comprises an item ship to location  337 . Item reference includes item purchasing contract client reference  338 , item purchase request client reference  339  and item in-house requirement client reference  340 . Party  313  further comprises buyer party  362  and requestor party  363 .  
         [0043]     Business partner object  301  comprises a business partner  341 , and employee  343 . Organizational center object  302  comprises an organizational center  344  which includes several business objects: company  345 , logistics division  346 , shipping point  347  and purchasing unit  348 . Product object  303  includes a product  349 , which further includes material  350  and service product  351 . Product category hierarchy object  304  comprises a product category hierarchy  352  and product category  353 .  
         [0044]     Product catalog object  305  includes a product catalog  354  and item  355 . Purchasing contract object  306  includes a purchasing contract  356  and item  357 . In-house requirement  307  includes an in-house requirement  358  and item  359 . Purchase request object  308  includes a purchase request  360  and item  361 . There may be relations between some of these objects, such as from product catalog  354  to purchasing contract item  357  and purchase request item  361 .  
         [0045]     Several lines are drawn between objects  301 - 308  and the internal request object  300 . These lines represent communications between elements in the objects that communicate, invoke functions and transfer data. For instance, product material  350  is coupled to item product  317 . An item product (generic) may be represented by a material, a service product, a product category or a catalog item.  
         [0046]     Messages to and from the internal request business object are described with reference to  FIGS. 4A and 4B . Purchase request processing  412  may cause a change to the internal request based on procurement progress  414 . Further changes may occur as the result of in-house requirement processing  416 . Internal fulfillment_in  418  may cause a change to the internal request based on fulfillment confirmation, or based on availability updates at  420 .  
         [0047]     In one embodiment, an internal request  410  may initiate a synchronous ATP (available to promise) check as indicated at  420 . This results in a provisional reservation  422  being sent by internal fulfillment_out being sent to in-house requirement processing  424 .  
         [0048]     The message change internal request based on procurement progress updates the internal request  410  and gives information about the progress of procurement, meaning changes of follow on documents e.g., the creation of purchase orders  430 , the creation of goods and services acknowledgement  440  including the amount of received goods, and the creation of supplier invoices  450 . The operation is based on message type purchase request confirmation which is derived from a business object purchase request.  
         [0049]     The message request purchasing  432  is sent to a process component  434  that handles the creation of a purchase request  
         [0050]     A message notify of goods and services acknowledgement  442  creates a message which is sent to the process component  444  handling creation of a goods and service acknowledgement for delivered goods and rendered services. In one embodiment, a one-click action sends a message of type goods and services acknowledgement notification. This may automatically create a goods and services acknowledgement without manual interaction and therefore helps to streamline organizational processes.  
         [0051]      FIG. 5  illustrates interactions between an internal request business object  510  and an in-house requirement business object  520  that may change an internal request  525 . Several different requests to in-house requirement may be generated as indicated by sync query  530 , sync request  531  and request fulfillment  532 . These requests result in the creation of corresponding messages  535 ,  536  and  537  by internal fulfillment out interface  540 , which are sent between the objects and received by an internal fulfillment in interface  545 , which results in sync check availability  546  for the sync query and sync request and maintenance of in-house requirements  547  for the fulfillment request. An in-house requirement document is also created at  550 .  
         [0052]     In house requirements may also notify about updates from the in-house requirement at  555  and confirm fulfillment from in-house requirements at  556 . These updates and confirmations are encapsulated in messages via an internal fulfillment out interface  560 , and sent to an internal fulfillment in interface  656  in the internal request business object  510 , which result in updating of the internal request  525  by a change internal request based on availability update  570  and change internal request based on fulfillment confirmation  572 .  
         [0053]      FIG. 6  illustrates interactions between the internal request business object  510  and a purchase request business object  610 . It is described which messages are sent and which in- or outbound agents are used to process these messages.  
         [0054]      FIG. 7  illustrates interactions between the internal request business object  510  and a goods and services acknowledgment business object  710 . It is described which messages are sent and which in- or outbound agents are used to process these messages.  
         [0055]      FIG. 8  illustrates interactions between the internal request business object  510  and a supplier invoice business object  810 . It is described which messages are sent and which in- or outbound agents are used to process these messages.  
         [0056]      FIG. 9  illustrates an item status model and  FIG. 10  illustrates a document status model.  
         [0057]     A block diagram of a computer system that executes programming for performing the above functions, such as a local deployment unit, is shown in  FIG. 11 . In one embodiment, multiple such computer systems are utilized in a message based distributed network to implement multiple components in a transaction based environment. An object oriented architecture may be used to implement such functions and communicate between the multiple systems and components. One example computing device in the form of a computer  1110 , may include a processing unit  1102 , memory  1104 , removable storage  1112 , and non-removable storage  1114 . Memory  1104  may include volatile memory  1106  and non-volatile memory  1108 . Computer  1110  may include—or have access to a computing environment that includes—a variety of computer-readable media, such as volatile memory  1106  and non-volatile memory  1108 , removable storage  1112  and non-removable storage  1114 . Computer storage includes random access memory (RAM), read only memory (ROM), erasable programmable read-only memory (EPROM) &amp; electrically erasable programmable read-only memory (EEPROM), flash memory or other memory technologies, compact disc read-only memory (CD ROM), Digital Versatile Disks (DVD) or other optical disk storage, magnetic cassettes, magnetic tape, magnetic disk storage or other magnetic storage devices, or any other medium capable of storing computer-readable instructions. Computer  1110  may include or have access to a computing environment that includes input  1116 , output  1118 , and a communication connection  1120 . The computer may operate in a networked environment using a communication connection to connect to one or more remote computers, such as database servers. The remote computer may include a personal computer (PC), server, router, network PC, a peer device or other common network node, or the like. The communication connection may include a Local Area Network (LAN), a Wide Area Network (WAN) or other networks.  
         [0058]     Computer-readable instructions stored on a computer-readable medium are executable by the processing unit  1102  of the computer  1110 . A hard drive, CD-ROM, and RAM are some examples of articles including a computer-readable medium. The term “computer readable medium” is also used to represent carrier waves on which the software is transmitted. For example, a computer program  1125  capable of providing a generic technique to perform access control check for data access and/or for doing an operation on one of the servers in a component object model (COM) based system according to the teachings of the present invention may be included on a CD-ROM and loaded from the CD-ROM to a hard drive. The computer-readable instructions allow computer  1110  to provide generic access controls in a COM based computer network system having multiple users and servers.  
         [0059]     The Abstract is provided to comply with 37 C.F.R. §1.72(b) to allow the reader to quickly ascertain the nature and gist of the technical disclosure. The Abstract is submitted with the understanding that it will not be used to interpret or limit the scope or meaning of the claims.

Technology Category: 3