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1. (WO2005065346) PROCEDE ET SYSTEME POUR TRAITER DES TRANSACTIONS
Note: Texte fondé sur des processus automatiques de reconnaissance optique de caractères. Seule la version PDF a une valeur juridique

WHAT IS CLAIMED IS:

1. A method of processing transactions, the method comprising:
providing a central datastore accessible to users from the buying company and users from the selling company;
obtaining via a computer network purchase order data;
obtaining via a computer network invoice data;
comparing via a computer, selected purchase order data and corresponding selected invoice data to identify a matched record having purchase order data and corresponding invoice data.

2. A method of processing transactions between at least one buying company and at least one selling company which results in the creation of a new collaborative data set, the method comprising:
providing a central datastore accessible to users from the buying company and users from the selling company;
obtaining via a computer network purchase order data having at least one entry, the purchase order data including purchase order header information and purchase order detail information;
obtaining via a computer network invoice data having at least one entry, the invoice data including invoice header information and invoice detail information;
comparing via a computer, selected purchase order data and corresponding selected invoice data to identify a matched record having purchase order data and corresponding invoice data;
creating a collaborative data set in the central datastore based in part on the matched record;
if users from the buying company and/or selling company dispute settlement of the transaction, then adding to the collaborative data set by:
providing for storage of settlement dispute data from the selling company which is stored as part of the collaborative data set;
providing for storage of supporting images and documentation from the selling company which are stored as part of the collaborative data set;

providing for storage of settlement dispute data from the buying company which is stored as part of the collaborative data set;
providing for storage of supporting images and documentation from the buying company which is stored as part of the collaborative data set;
reconciling the transaction using the matched record and settlement dispute data stored in the datastore.

3. A method of processing transactions between at least one buying company and at least one selling company which results in the creation of a new collaborative data set, the method comprising:
providing a central datastore accessible to users from the buying company and users from the selling company;
obtaining via a computer network purchase order data having at least one entry, the purchase order data including purchase order header information and purchase order detail information;
obtaining via a computer network invoice data having at least one entry, the invoice data including invoice header information and invoice detail information;
comparing via a computer, selected purchase order data and corresponding selected invoice data to identify a matched record having purchase order data and corresponding invoice data;
creating a collaborative data set in the central datastore based in part on the matched record and storing detailed settlement data in the datastore regarding settlement of the matched record of purchase order data and corresponding invoice data;
providing for storage of additional settlement data in the central datastore, wherein credit memos, debit memos regarding the invoice and/or the purchase order of the matched record are stored as part of the collaborative data set;
if users from the buying company and/or selling company dispute settlement of the transaction, then:
providing for storage of settlement dispute data from the selling company which is stored as part of the collaborative data set;
providing for storage of supporting images and documentation from the selling company which are stored as part of the collaborative data set;
providing for storage of settlement dispute data from the buying company which is stored as part of the collaborative data set;

providing for storage of supporting images and documentation from the buying company which is stored as part of the collaborative data set;
reconciling the transaction using the matched record and settlement dispute data stored in the datastore.

4. The method of claim 1 wherein:
the transaction is reconciled using only data and documents captured and stored in the datastore as part of the collaborative data set.

5. The method of claim 1 wherein:
users from the buying company and selling company can view, reconcile, adjudicate and report on all financial transactions between the trading partners.

6. The method of claim 1 wherein:
documents, memos, images, files, notes and correspondence related to the financial settlement of a transaction are captured and linked together in the database.

7. The method of claim 1 wherein:
the database includes original payment decision and/or deduction but also all dispute requests, supporting documentation and subsequent credits & debits entered until both parties are satisfied with the final settlement.

8. The method of claim 1 wherein:
information brought into the database is then shared between both parties for a single source of data for the transaction.

9. The method of claim 1 wherein:
storing all of the documents related to the transaction at a central datastore creates a more accurate view of both parties efforts in the financial and physical supply chain.

10. The method of claim 1 , wherein allowing the at least one buying company and the at least one selling company access to selected data in the database comprises providing a web page accessible by the buying company and a web page accessible by the selling company via a global computer network.

11. The method of claim 1 , wherein the purchase order header information comprises a purchase order number, a client identification, a vendor identification, and a purchase order date.

12. The method of claim 9, wherein the purchase order detail information comprises the purchase order header information, a quantity ordered for each purchase order entry, an item identification for each purchase order entry, a unit price for each purchase order entry, and a charge code for each purchase order entry.

13. The method of claim 1 , wherein the invoice header information comprises an invoice number, a client identification, a vendor identification, and an invoice date.

14. The method of claim 11, wherein the invoice detail information comprises the invoice header information; a quantity shipped for each invoice entry; an item identification for each invoice entry; and an extended price for each invoice entry.

15. The method of claim 1 , wherein the step of obtaining purchase order data comprises obtaining the purchase order data in electronic format.

16. The method of claim 13 , wherein the step of obtaining purchase order data further comprises obtaining the purchase order data via a global computer network.

17. The method of claim 1 , wherein the step of obtaining invoice data comprises obtaining the invoice data in electronic format.

18. The method of claim 15, wherein the step of obtaining invoice data further comprises obtaining the invoice data via a global computer network.

19. The method of claim 1 , wherein the step of obtaining purchase order data comprises obtaining the purchase order data in paper format.

20. The method of claim 17, further comprising the step of converting the purchase order data to electronic format.

21. The method of claim 1 , wherein the step of obtaining invoice data comprises obtaining the invoice data in paper format.

22. The method of claim 19, further comprising the step of converting the invoice data to electronic format.

23. The method of claim 20, wherein the steps are conducted by a party other than the buying company or the selling company.

24. The method of claim 1 , wherein the step of automatically comparing selected purchase order data and corresponding selected invoice data comprises performing an automated comparison using a computer.

25. The method of claim 1 wherein:
the transaction is reconciled using only data and documents captured and stored in the datastore as part of the collaborative data set.

26. The method of claim 1 wherein:
users from the buying company can view additional settlement data and documents added into the collaborative data set by the selling company and vice versa.

27. The method of claim 1 wherein:
users from the buying company reviewing additional settlement data added by users from the selling company;
users from the selling company reviewing additional settlement data added by users from the buying company;
repeating the reviewing steps of the buying company and selling company until a final settlement is reached.

28. The method of claim 1 , wherein post-match settlement transactions are linked to a matched record to relate the transaction to the original invoice and purchase order data.

29. The method of claim 1 , wherein a single platform is provided for handling all transactions for trade settlement.

30. A method of tracking transaction settlement between at least one buying company and at least one selling company, the method comprising:
providing a central datastore accessible to users from the buying company and users from the selling company;
obtaining via a computer network purchase order data having at least one entry, the purchase order data including purchase order header information and purchase order detail information;
obtaining via a computer network invoice data having at least one entry, the invoice data including invoice header information and invoice detail information;
comparing via a computer selected purchase order data and corresponding selected invoice data to identify a matched record having purchase order data and corresponding invoice data;
creating a collaborative data set in the central datastore based in part on the matched record and any subsequent settlement history;
capturing post-match, settlement history by storing all additional settlement data to be used to as part of the same collaborative data set in the central datastore, wherein at least one of the following is stored: credit memos, debit memos regarding the invoice and/or the purchase order of the matched record, settlement dispute data from the selling company, supporting images and documentation from the selling company, settlement dispute data from the buying company, supporting images and documentation from the buying company;
users from the buying company and users from the selling company accessing the collaborative data set to reconcile the transaction using the matched record settlement transaction history and supporting documentation stored in the datastore.

31. The method of claim 30 wherein:
the transaction is reconciled using only data and documents captured and stored in the datastore as part of the collaborative data set.

32. The method of claim 30 wherein:
users from the buying company can view additional settlement data and documents added into the collaborative data set by the selling company and vice versa.

33. The method of claim 30, wherein a single platform is provided for handling all transactions for trade settlement.

34. The method of claim 30 wherein:
users from the buying company reviewing additional settlement data added by users from the selling company;
users from the selling company reviewing additional settlement data added by users from the buying company;
repeating the reviewing steps of the buying company and selling company until a final settlement is reached.

35. An electronic transaction processing system including a computer network, a processing unit, and at least one data storage unit, for performing steps comprising:
providing a central datastore accessible to users from a buying company and users from a selling company;
obtaining via the computer network purchase order data having at least one entry, the purchase order data including purchase order header information and purchase order detail information;
obtaining via the computer network invoice data having at least one entry, the invoice data including invoice header information and invoice detail information;
comparing via a computer selected purchase order data and corresponding selected invoice data to identify a matched record having purchase order data and corresponding invoice data;
creating a collaborative data set in the central datastore based in part on the matched record and any subsequent settlement history;
capturing post-match, settlement history by storing all additional settlement data to be used to as part of the same collaborative data set in the central datastore, wherein at least one of the following is stored: credit memos, debit memos regarding the invoice and/or the purchase order of the matched record, settlement dispute data from the selling company, supporting images and documentation from the selling company, settlement dispute data from the buying company, supporting images and documentation from the buying company;

users from the buying company and users from the selling company accessing the collaborative data set to reconcile the transaction using the matched record settlement transaction history and supporting documentation stored in the datastore.

36. A method of processing transactions comprising:
receiving invoice data and receipt data for a plurality of transactions and storing the data in a system database;
segmenting the invoice and receipt data into a plurality of segments using one or more user defined segmenting parameters, each segment including a portion of the received invoice data and receipt data based upon the user defined segmenting parameters;
for each of the segments, automatically matching the portion of the received invoice data and receipt data within the segment according to a predefined match strategy comprising a plurality of matching rules; and
for each invoice and receipt that are matched in the automatic matching step, assigning a unique match identifier to the invoice and receipt and storing the invoice and receipt along with the match identifier in the system database.

37. A graphic user interface for transaction matching comprising:
a screen presenting the user with:
a first portion showing invoice and purchase order match information;
a second portion listing invoice line items;
a third portion listing receipt of goods line items, wherein the second portion and third portion are aligned horizontally so that the line items will also align in a horizontal manner to facilitate comparison.

38. The method of claim 37 further comprising :
a fourth portion listing debit memos and credit memos.