トップ/TECHS 解説/詳細/ユーザーストーリー
02-user-stories.md

200+ のユーザーストーリー (役割別)

TECHS — User Stories (by Module)

Reverse-engineered from 509 Japanese help PDFs of TECHS, a make-to-order discrete-manufacturing PMS by Technoa Corp. Each story is in the form "As a <role>, I want to <do X>, so that <Y>". Screen IDs (e.g. 0201001) refer to help files under analysis/help_txt/.

The bilingual style preserves Japanese domain terms (受注=Order, 製番=manufacturing-lot/job-number, 製品=product, 部品=part, 手配=arrangement/allocation, 引当=stock-allocation, 払出=stock-issue, 検収=acceptance/inspection, 売上=sales/invoicing, 売掛=accounts-receivable, 買掛=accounts-payable, 締=closing, 仮締=provisional-closing, 本締=hard-closing).

Roles (登場人物)

Role日本語Description
Sales rep営業担当者Owns inquiries, quotes, orders, customer billing follow-up
Sales-order entry clerk受注入力担当Enters orders, imports EDI/CSV order data
Production planner生産管理担当Builds BOM/process charts, runs schedule and load calculations
Schedule planner日程担当者Operates the Seiryu/日程計画 Gantt option
Buyer購買担当者Issues purchase orders, manages quote requests, approves prices
Outsourcing coordinator外注担当者Issues outsource-process work orders, receives & accepts
Warehouse / stock keeper倉庫担当者Stock receipt, issue, transfer, stocktake
Shop-floor worker工場長／作業者Receives 作業指示書, files daily reports (日報), reports completed/scrap qty
Inspector検収担当者Posts goods-receipt and acceptance
Shipping clerk出荷担当者Picks, ships, prints delivery slips
Accountant (AR)経理(売掛)Closes AR period, prints invoices, posts receipts and matching
Accountant (AP)経理(買掛)Closes AP period, posts payments
Cost accountant原価管理担当Locks per-job cost entry, runs monthly cost close, analyses 予実 (budget vs. actual)
System administrator管理者Maintains masters, security, screen-permissions, financial linkage
Estimator見積担当者Builds quotes, quote BOMs, links inquiries → estimates → orders

1. 受注 (Order entry)

Primary screens: 0201001 受注入力, 0201002 部品受注入力, 0201011 製番入力, 0201021 製品入力, 0201041–43 受注/製番/製品予備入力, 0201051–52 受注データ取込, 0201111–12 受注票, 0201114 製造指示書印刷, 0201117 受注一覧, 0201109 受注残一覧.

  1. As a sales rep, I want to register an order with customer, products, quantity, due-date and prices in 0201001 受注入力, so that the order is committed to production and AR planning.
  2. As a sales rep, I want 0201001 to optionally pull a 見積№ (quote number) and copy quote lines and 値引 (discounts) into 付帯情報, so that I avoid re-keying agreed prices.
  3. As a sales-order clerk, I want to choose 受注タイプ (通常受注 / 社内受注 / 仮受注) so that internal stock-replenishment jobs and tentative orders are tracked separately and do not inflate 受注残.
  4. As a sales rep, I want the system to warn me at registration when 与信限度額 (credit limit) is exceeded, considering open AR and order backlog (0201001 + 1201061 請求先マスタ), so that we manage credit risk before commitment.
  5. As a sales-order clerk, I want 0201051 受注データ取込 to import order CSV/EDI files (incl. 0201052 部品受注データ取込 for parts orders), so that high-volume EDI customers do not require manual entry.
  6. As a production planner, I want auto-generation of 製番 (and optionally 製品) on order save when 自社情報マスタ.受注登録 = "製品まで", so that the production lot is created in one shot (0201011 製番入力, 0201021 製品入力).
  7. As a sales rep, I want to capture 売上単位区分 (受注/製番/製品) and 請求単位区分 (一括請求/個別請求) on 0201001, so that downstream invoicing rolls up at the correct grain.
  8. As a sales rep, I want to record 個別回収設定 on 0201001/0200103, so that progress-billing milestones for large 装置受注 are scheduled at order time.
  9. As a production planner, I want to use 受注予備入力 0201041 (and 製番予備入力 0201042, 製品予備入力 0201043) to capture additional company-defined attributes without polluting the standard order schema.
  10. As a sales rep, I want to print the 受注票(装置受注/部品受注) 0201111/0201112 and 製造指示書 0201114, so that orders flow on paper to production.
  11. As a sales manager, I want 受注一覧/受注実績一覧/受注台帳 (0201117/0201104/0201110) and 受注残一覧 0201109, so that I can monitor pipeline and backlog by 営業担当者, 得意先, period.
  12. As a production planner, I want 製番一覧 / 製番残一覧 (0201105/0201119) and 製品残一覧 0201118, so that I can see what has been kicked-off and what remains to make.

2. 出荷・完成 (Shipment & Completion)

Primary screens: 0202001 出荷入力, 0202002 出荷即払出入力, 0202011 完成入力, 0200102 出荷即払出内訳設定, 0202101–06 lists, 0202109 送付案内状.

  1. As a shipping clerk, I want to enter shipments by 製番 / 受注№ in 0202001 出荷入力 with the customer's 客先注文№ and 納入先, so that we track per-customer dispatch references.
  2. As a shipping clerk, I want to mark 途中完了 on 0202001 when partial qty ships against an open order, so that the remainder stays on 出荷残.
  3. As a shop-floor worker, I want to record 0202011 完成入力 per 製品 (with auto-入庫 for 社内受注 finished/semi-finished stock), so that 製品/半製品 stock is updated in one step.
  4. As a warehouse keeper, I want 0202002 出荷即払出入力 (configured by 0200102) to combine ship-out and stock-issue in one transaction, so that immediate-issue items don't need a separate 払出.
  5. As a shipping clerk, I want 送付案内状 0202109 printed for each shipment, so that customers receive a delivery cover-note.
  6. As a production planner, I want 未出荷一覧 0202101 and 未完成一覧 0202102, so that I can chase units that should already have shipped or completed.
  7. As a sales rep, I want 出荷一覧 0202104 and 完成一覧 0202106 searchable by date / customer / 製番, so that I can confirm shipment events for follow-up calls.

3. 売上 (Sales / Invoicing)

Primary screens: 0203001 受注売上入力, 0203002 製番売上入力, 0203003 製品売上入力, 0203102 売上一覧, 0203105 売上納品書.

  1. As a sales rep / accountant, I want to post sales by 受注単位 in 0203001 受注売上入力, so that customers with one-PO-one-invoice billing get a clean line.
  2. As a sales rep, I want to roll up multiple 受注 lines into one 売上伝票 by 請求先 in 0203001, so that month-end invoicing consolidates jobs of the same customer.
  3. As a production-cost analyst, I want each sales line in 0203001 to show マスタ原価金額 vs. 実績原価金額 with 原価差額計, so that gross-margin visibility is immediate.
  4. As a accountant, I want to add 雑売 (incidental — discount, fees, parts) and 記事 (memo) lines via dedicated buttons on 0203001, so that one-off charges and notes ride on the same invoice without affecting 受注残.
  5. As a sales rep, I want to invoice at 製番 grain (0203002) or at 製品 grain (0203003), so that contracts that bill per lot or per unit can be honoured.
  6. As an accountant, I want 個別回収 (progress billing) to be enforced inside 0203001 (no cross-受注 sales when a 個別回収 line is present), so that milestone billing remains consistent with the contract.
  7. As a accountant, I want 個別請求 sales to be permanently un-modifiable post-registration (only 赤伝処理 reversal allowed), so that audit trail integrity is preserved.
  8. As a sales rep, I want 売上納品書 0203105 printed automatically for each 売上 line, so that delivery slips ship with goods.
  9. As a sales manager, I want 売上一覧 0203102 filterable by 営業担当者 / 得意先 / period, so that I can monitor revenue and 粗利.

4. 請求 (Billing) and 売掛 (Accounts Receivable closing)

Primary screens: 0204001 売掛締次更新処理, 0204011 売掛消費税調整入力, 0204021/0204105 個別回収請求書(再)発行, 0204102 請求一覧, 0204103 請求書印刷, 0204104 請求明細一覧.

  1. As an accountant (AR), I want 0204001 売掛締次更新処理 to run 仮締 → (review) → 本締 by 請求先締日, so that the month-end billing period is auditable.
  2. As an accountant, I want 仮締 to allow re-runs (re-aggregation after corrections), but lock all 仮締 sales to administrators, so that finance owns provisional figures while still allowing emergency edits.
  3. As an accountant, I want 本締 to freeze the period and confirm 請求明細, so that invoices match the AR ledger.
  4. As an accountant, I want 0204011 売掛消費税調整入力 to adjust consumption-tax rounding per 請求先 within a period, so that VAT roll-up matches statutory rules.
  5. As an accountant, I want 個別回収請求書発行 0204021 (and 再発行 0204105) for milestone-billed orders, so that each progress-billing event produces its own invoice number.
  6. As an accountant, I want 請求書 0204103 to print today's billed total and balance based on 請求書出力区分 in 請求先マスタ, so that customers configured for non-printing are excluded.
  7. As an accountant, I want 請求一覧 0204102 and 請求明細一覧 0204104, so that internal reconciliation between AR ledger and invoices is straightforward.
  8. As an accountant, I want 0205031 売掛月次更新処理 to perform AR monthly close (after all 締次), so that the AR ledger advances by month for cost/financial linkage.

5. 入金・消込 (Receipt / Matching)

Primary screens: 0205001 入金入力, 0205002 入金データ取込, 0205021 入金消込入力, 0205101–107 lists, 0205201–202 前受 ledger.

  1. As an accountant (AR), I want 0205001 入金入力 to record receipts by 請求先 and 金種 (cash type), with 決済日 from 1201060 金種マスタ, so that bank-deposit reconciliation reflects payment instrument.
  2. As an accountant, I want 入金 to auto-match against open billings when 自社情報マスタ.入金自動消込 = "する", so that routine bank receipts don't need manual matching.
  3. As an accountant, I want 0205021 入金消込入力 for manual matching when amounts differ from invoice (over/short), with 手数料処理 to dump remainders into 調整 lines, so that bank-fee deductions are accommodated.
  4. As an accountant, I want 0205002 入金データ取込 to import bank/EDI receipt files, so that high-volume receipts post automatically.
  5. As an accountant, I want 前受金 (advance receipts) tracked separately via 元帳区分 in 0205001 and reported via 0205201 前受金元帳印刷 / 0205202 前受残高一覧, so that unearned revenue is visible.
  6. As an accountant, I want 入金一覧 0205101, 入金消込一覧 0205102, 入金消込残一覧(請求/入金) 0205103/0205107, 入金予定表 0205104, so that AR aging and forecasted cash-in are reportable.
  7. As a finance manager, I want 売掛金元帳 0205105 and 売掛残高一覧 0205106, so that AR balance per 請求先 reconciles to GL.
  8. As an accountant, I want barring 本締済入金 from modification in 0205001, so that closed-period receipts are immutable.
  9. As an accountant, I want 個別回収 receipts to flow through 0205021 against the corresponding milestone bill, so that progress-billing settlements are matched at line level.

6. 進捗・負荷 (Progress & Load) and 日程計画 (Scheduling)

Primary screens: 0300101 日程連携処理設定, 0301001 製番日程計画連携処理, 0301011 Seiryu 連携処理, 0302001 進捗･負荷状況算出処理, 0302002–005 進捗/負荷 inquiries, 0302101/201 lists, PS30001 製番日程計画 (Gantt).

  1. As a production planner, I want 0302001 進捗･負荷状況算出処理 to (re)compute 製番別進捗 and 工程別負荷 based on 確定納期, so that bottlenecks and slipping jobs are detectable.
  2. As a production planner, I want 製番別進捗問合せ 0302002, 工程別負荷問合せ 0302003, 製番別/品番別部品状況問合せ 0302004/0302005, so that I can drill into status from any axis (job / process / part).
  3. As a production planner, I want 製番別進捗一覧 0302101 and 工程別負荷一覧 0302201 printable, so that morning-meeting reports are pre-canned.
  4. As a schedule planner, I want 0301001 製番日程計画連携処理 to push (small/large schedule) to or pull from the 日程計画 Gantt option, so that a dedicated planning tool can be used without duplicate data entry.
  5. As a schedule planner, I want filters in 0301001 to skip 完成済/出荷済/売上済 lines, so that closed work is not re-pushed.
  6. As a schedule planner, I want 同時出力設定 in 0301001 to also export master data on first link, so that a fresh Gantt environment is bootstrapped fully.
  7. As a schedule planner, I want PS30001 製番日程計画 Gantt to support drag-move, snap-connect, before/after-process adjustment, calendar overrides per resource (個別カレンダ), and 重複制約 per resource, so that fine-grained capacity planning is interactive.
  8. As a schedule planner, I want 修正/実績/進捗率 lines on the Gantt to sync back to 製番入力, so that schedule updates reflect immediately in TECHS.
  9. As a production planner, I want 0301011 Seiryu 連携処理 to integrate with the Seiryu MES/scheduler product, so that real-time shop-floor data flows in.

7. 部品表 (BOM)

Primary screens: 0400001 工程情報表示, 0400002/0400101 材料情報, 0400111 部品表一括マスタ参照, 0401001 部品表入力, 0401002 部品情報一括更新, 0401003 部品表取込, 0401005 部品情報マスタ登録, 0401101 部品表印刷.

  1. As a production planner, I want 0401001 部品表入力 to register the BOM tree (level 0 = 製品, level 1+ = 部品) with 員数, 必要数, 不良見込数, 不要数, so that material requirements are derived from one master.
  2. As a production planner, I want 部品展開 (BOM-explosion) using 1201053 部品構成マスタ driven by 着手予定日, with リードタイム展開 (forward / backward), so that part due-dates are computed correctly with 休日 from カレンダ.
  3. As a production planner, I want 改版 (revision) on a part to keep history (版数, 改訂日, 部品担当者, 改訂備考) when 自社情報マスタ.設計変更履歴=管理する, so that engineering changes are auditable.
  4. As a production planner, I want 部品表まとめ処理 to deduplicate identical 品番 lines, so that purchase-order line counts shrink.
  5. As a production planner, I want 不良見込数自動設定 (driven by 1201086 不良見込数分析パラメータマスタ), so that statistical scrap is included in 必要数.
  6. As an inventory analyst, I want in-context display of 現在庫数, 仕掛在庫数, 引当在庫数, 有効在庫数 when entering 在庫品 品番, so that I avoid duplicate purchasing.
  7. As a production planner, I want 0401002 部品情報一括更新 driven by 1201065 部品情報一括更新パターンマスタ, so that mass attribute changes are fast.
  8. As a production planner, I want 0401003 部品表取込 for CSV import, so that designs from CAD/PDM systems can be imported.
  9. As a production planner, I want 0401005 部品情報マスタ登録 to derive new 品番 / 図番 from BOM input, so that newly-designed parts are registered in flight.
  10. As a production planner, I want 部品表印刷 0401101 for shop-floor reference and audits.
  11. As a estimator, I want optional 見積参照 (見積オプション) on 0401001, so that quote lines pre-populate the production BOM.

8. 工程表 (Process chart / Routing)

Primary screens: 0402001 工程表入力, 0402002 工程表一括修正入力, 0402101 工程表印刷, 0402102 工程未設定一覧.

  1. As a production planner, I want 0402001 工程表入力 to attach a process routing to each part, with 内作 or 外作 mutually exclusive per process, so that each operation has a defined doer.
  2. As a production planner, I want each 工程 to define 固定LT, 変動LT, 工程LT, 必要数, 合計数, 単価, so that capacity and cost are derivable.
  3. As a production planner, I want 工程展開 from 1201054 工程構成マスタ and 工程パターン参照 from 1201055, so that standard routings are reused and not re-keyed.
  4. As a production planner, I want 工程一括コピー from one selected part to many other unset-routing parts, so that families of similar parts share routings quickly.
  5. As a production planner, I want 工程納期展開 (forward/backward) per part, with カレンダ holidays and "選択工程から/まで" scope, so that operation-level due-dates align with part due.
  6. As a production planner, I want 引当数設定 toggle on 0402001, so that stock-allocated qty is netted out of the routing 合計数.
  7. As a buyer, I want 見積状況区分 (未依頼/未決定/決定) on the 外作 / 発注 line in 0402001, so that price-quote progress is visible from the routing.
  8. As a production planner, I want 0402002 工程表一括修正入力 for grid-edit of many routings at once, so that minor mass changes are quick.
  9. As a admin, I want 工程未設定一覧 0402102, so that I can find parts that still need a routing.

9. 引当 (Stock-allocation) & 払出 (Stock-issue)

Primary screens: 0500201/0500203 明細選択, 0501001 引当入力, 0501011 払出指示書発行, 0501014 払出指示書取消, 0501101–107 lists/inquiries, 0801011–015 入庫/出庫/移動/計画外入庫, 0802001–031 払出 family, 0800001–004 在庫検索.

  1. As a production planner, I want 0501001 引当入力 to allocate on-hand stock to BOM lines (filtered by 引当拠点, 倉庫, 棚番) with current 払出仮単価, so that purchased qty is reduced by what's already in stock.
  2. As a planner, I want 引当数 default to 品番マスタ-converted 手配数 (purchase-→stock unit) and a 完了 checkbox to lock the allocation, so that the next step (払出指示書発行) is unambiguously eligible.
  3. As a warehouse keeper, I want 0501011 払出指示書発行 to print pick lists for completed allocations, so that floor pickers know what to issue.
  4. As a warehouse keeper, I want 0802001 払出入力 to record actual issue against a 払出指示書 with 倉庫/棚番/ロット management via 0800101 払出内訳設定, so that lot-controlled stock keeps its lineage.
  5. As a warehouse keeper, I want 0501014 払出指示書取消 and 0802021 戻入入力, so that mistaken issues can be reversed.
  6. As a warehouse keeper, I want 0802031 出荷払出入力 (in addition to the regular 0802001), so that picks tied directly to a shipment can be processed in their own lane.
  7. As a shop-floor worker, I want 引当即払出入力 0802011, so that allocate-and-issue can be done in a single step for trusted flows.
  8. As a warehouse keeper, I want 0801011 入庫入力 (with 単価 input or current cost), 0801012 出庫入力, 0801013 移動入力, 0801014 計画外入庫入力, so that all stock-movement events are captured.
  9. As a warehouse keeper, I want 0801015 入庫データ取込, so that bulk receipt files (e.g. from a barcode terminal) post in one step.
  10. As an admin, I want all stock movements blocked on dates ≤ 最終棚卸本締日, so that finalised stocktake periods cannot be amended.

10. 発注 (Purchase / Procurement)

Primary screens: 0501021 購入品発注情報入力, 0501031 購入品発注書発行, 0501032 購入品臨時発注入力, 0501033 購入品発注書メンテナンス, 0501035–038 一括取消/値引/納期/単価決定, 0501039 発注回答納期データ取込, 0501041–046 見積/承認/BtoB, 0501101–115 lists, 0501201–204 inquiries, 0500101 発注一括納期設定.

  1. As a buyer, I want 0501021 購入品発注情報入力 to take BOM-completed parts into draft purchase lines (仕入先, 発注予定数, 単価, 納期, 納入場所) with 標準仕入先 default and 入力未完了 protection, so that purchase data builds incrementally.
  2. As a buyer, I want 単価 sourced from 1201047 品番別仕入先別購入単価マスタ (or 標準発注単価, 実績, or 見積実績), per 自社情報マスタ.在庫発注単価参照, so that consistent cost references are used.
  3. As a buyer, I want 単価区分 (正式 / 仮単価) with 未定理由 / 決定予定日 / 決定予定 text, so that orders can move forward even when the final price is pending.
  4. As a buyer, I want 0501031 購入品発注書発行 with 一品一葉 / 複数明細 / 一式発注 layouts and 仕入先順 / 部品表順 sort, so that paper POs match each supplier's preference.
  5. As a buyer, I want 0501032 購入品臨時発注入力 for ad-hoc, non-BOM purchases (e.g. consumables, ad-hoc 製番), so that one-off buys are still tracked.
  6. As a buyer, I want 0501033 購入品発注書メンテナンス for editing live POs and 0501035 購入品発注書一括取消入力, so that errors are corrected without ledger pollution.
  7. As a buyer, I want 0501036 購入品発注書値引明細入力 to add discount lines and 0501037 購入品発注書納期一括修正入力 for bulk reschedule, so that supplier-level adjustments are efficient.
  8. As a buyer, I want 0501038 購入品発注単価決定入力 to convert 仮単価→正式単価 in bulk, so that 発注単価決定タイミング (発注/納入/検収 setting in 自社情報マスタ) is enforceable.
  9. As a buyer, I want 0501039 購入品発注回答納期データ取込 and 0501045 BtoB PF 発注回答納期データ取込, so that supplier ETA replies feed back into our 納期.
  10. As a buyer, I want 0501041 発注見積入力 to send RFQs to up to 5 仕入先 per part, with 0501042 発注見積回答入力 and 0501043 発注見積回答データ取込, so that competitive quotes feed into 単価.
  11. As a buyer / admin, I want 0501044 発注承認入力 (governed by 自社情報マスタ.発注承認 + 担当者マスタ.発注承認権限), so that POs above policy thresholds need explicit approval and 未承認 stamps appear on print.
  12. As a buyer, I want 0500101 発注一括納期設定 and 0501037 for cross-supplier reschedules, so that schedule slips propagate fast.
  13. As a buyer, I want lists 0501108–115 (発注情報/発注一覧/未発注/発注残/発注履歴/単価未決定/単価決定済/発注納期回答依頼書), so that any procurement KPI is reportable.
  14. As a buyer, I want inquiries 0501201/0501202/0501203/0501204 (発注一覧/履歴/製番別/仕入先別), so that I can answer phone calls quickly.
  15. As an integration admin, I want 0501046 BtoB PF 発注ステータス出力 and 1201087–090 BtoB マスタ, so that we exchange PO status with partner platforms.

11. 外注 (Outsourcing / Subcontract)

Primary screens: 0502001 外注加工指示書発行, 0502002 外注加工臨時指示入力, 0502003 外注加工指示書メンテナンス, 0502004 外注加工単価決定入力, 0502005 外注加工指示書一括取消入力, 0502006 値引明細, 0502007 納期一括修正, 0502011 外注加工納入入力, 0502013 納入取消, 0502021 外注加工検収入力, 0502022 納入即検収入力, 0502023 検収赤伝取消, 0502024 臨時納入即検収, 0502025 検収メンテナンス, 0502101–113 lists, 0502201–204 inquiries.

  1. As an outsourcing coordinator, I want 0502001 外注加工指示書発行 to issue a process-instruction sheet (with QR code) to subcontractors for completed-routing 外作 lines, so that work moves outside the factory.
  2. As an outsourcing coordinator, I want 一品一葉 / 複数明細 layouts and 仕入先順 / 部品表順 sort on 0502001, so that sheets fit each subcontractor.
  3. As an outsourcing coordinator, I want 0502002 外注加工臨時指示入力 for emergency sub-jobs not in the BOM, so that exceptions are still tracked.
  4. As an outsourcing coordinator, I want 0502011 外注加工納入入力 and 0502013 外注加工納入取消入力, so that incoming finished sub-work is logged.
  5. As an inspector, I want 0502021 外注加工検収入力 per 指示伝票№, with 検収数 (defaulting to 納入数) and 検収単位/単価 alignment, so that quality acceptance is recorded for downstream costing and AP.
  6. As an inspector, I want 0502022 外注加工納入即検収入力 and 0502024 外注加工臨時納入即検収入力, so that "deliver-and-accept in one transaction" use-cases are streamlined.
  7. As an inspector, I want 0502023 外注加工検収赤伝取消入力 for reversal red-slips and 0502025 外注加工検収メンテナンス for in-period corrections, so that mistakes don't pollute AP closing.
  8. As a buyer, I want 0502004 外注加工単価決定入力 for 仮→正式 price commits, so that subcontract liability is locked at the right moment.
  9. As an outsourcing coordinator, I want lists 0502105–113 (指示一覧/未指示/指示残/指示履歴/単価未決定/単価決定済/納入一覧/検収一覧/納入済未検収一覧), so that backlog and unaccepted goods are tracked daily.
  10. As an outsourcing coordinator, I want inquiries 0502201–204 (指示一覧/指示履歴/製番別/仕入先別), so that ad-hoc questions are answerable.

12. 検収 (Goods receipt / Acceptance)

Primary screens: 0503001 購入品納入入力, 0503003 納入取消入力, 0503011 購入品検収入力, 0503012 納入即検収入力, 0503013 臨時納入即検収入力, 0503014 検収赤伝取消入力, 0503015 検収メンテナンス, 0503016 仕入データ取込, 0503017 仕入一括入力, 0503018 検収赤伝取消一括入力, 0503019 臨時納入即検収データ取込, 0503101–103 lists.

  1. As an inspector, I want 0503001 購入品納入入力 per 発注伝票№/明細№, with 分納 support and an option to print the partial-delivery 発注書, so that goods-in is logged accurately.
  2. As an inspector, I want lot/charge/manufacture-date/storage location enforcement (per 1201040 品番マスタ flags), so that traceability requirements are satisfied at receipt.
  3. As an inspector, I want 0503011 購入品検収入力 to accept by 発注 with 検収数 default = 納入数 and 検収単位/単価 logic when units differ, so that quality acceptance feeds AP at the correct grain.
  4. As an inspector, I want 0503012 購入品納入即検収入力 for fast trusted suppliers, so that one transaction does both steps.
  5. As an inspector, I want 0503013 臨時納入即検収入力 for non-PO ad-hoc receipts (cash purchases, urgent buys), so that AP captures everything.
  6. As an inspector, I want 0503014 購入品検収赤伝取消入力 and 0503018 一括 reversals, so that mistakes are reversible (especially in bulk).
  7. As an inspector, I want 0503015 購入品検収メンテナンス for unposted-period corrections, so that data quality is maintained.
  8. As a buyer/inspector, I want 0503016 購入品仕入データ取込, 0503017 一括入力, 0503019 臨時納入即検収データ取込, so that supplier portals / EDI feeds pour into TECHS.
  9. As an admin, I want 単価決定タイミング = 検収 to convert 仮→正式 at acceptance (per 自社情報マスタ.発注情報 tab), so that cost flow ties to physical receipt.
  10. As a buyer, I want lists 0503101–103 (納入一覧/検収一覧/納入済未検収一覧), so that overdue acceptance is exposed.

13. 支払 (Payment) and 買掛 (Accounts Payable closing)

Primary screens: 0601001 支払入力, 0601002 支払データ取込, 0601011 支払予定確定入力, 0601021 買掛消費税調整入力, 0601031 買掛締次更新処理, 0601101–106 lists, 0602001 買掛月次更新, 0602101–103 lists.

  1. As an accountant (AP), I want 0601001 支払入力 per 支払先 with 金種 / 決済日 (from 1201060), so that supplier payments are issued with correct instruments.
  2. As an accountant, I want 0601002 支払データ取込 to ingest bank file outputs, so that automated payment runs reconcile easily.
  3. As an accountant, I want 0601011 支払予定確定入力 to commit which scheduled payments will go this run, so that the AP run is a discrete event.
  4. As an accountant, I want 0601021 買掛消費税調整入力 for VAT rounding fixes, so that consumption-tax matches statute.
  5. As an accountant, I want 0601031 買掛締次更新処理 (仮締 / 仮締解除 / 本締), so that AP closes by 支払先締日 with auditability and admin-only edits in 仮締.
  6. As a finance manager, I want lists 0601101–106 (支払一覧 / 検収明細書 / 締次検収一覧 / 支払予定表 / 仕入予測表 / 検収明細一覧), so that AP forecasting and reconciliation are quick.
  7. As an accountant, I want 0602001 買掛月次更新処理 to roll the AP ledger forward, so that downstream financial linkage takes a clean snapshot.
  8. As a finance manager, I want 買掛金元帳 0602101, 買掛残高一覧 0602102, 現金仕入明細一覧 0602103, so that AP balances reconcile to GL.

14. 作業指示 (Work-order)

Primary screens: 0701001 作業指示書発行, 0701002 臨時作業指示入力, 0701004 作業指示書取消入力, 0701005 作業指示書一括修正入力, 0701101 再発行, 0701104 未指示一覧, 0701201 作業指示一覧問合せ.

  1. As a production planner, I want 0701001 作業指示書発行 to issue work-orders (with QR codes encoding 指示明細№) for completed-routing 内作 lines, so that floor workers receive paper / scannable instructions.
  2. As a production planner, I want 工程表示 toggle (初工程・次工程 only / 全工程) on 0701001, so that I can release work in waves.
  3. As a production planner, I want 0701002 臨時作業指示入力 for emergency or rework jobs, so that off-BOM tasks are tracked.
  4. As a production planner, I want 0701004 作業指示書取消入力 and 0701005 作業指示書一括修正入力, so that schedule changes propagate without manual reprint per sheet.
  5. As a production planner, I want 0701101 作業指示書再発行, so that lost paper sheets are re-issued without creating duplicate orders.
  6. As a production planner, I want 0701104 作業未指示一覧 and 0701201 作業指示一覧問合せ, so that issued vs. pending work-orders are visible.

15. 日報 (Daily report)

Primary screens: 0700101 日報内訳設定, 0702001/0702003 日報入力, 0702002 日報データ取込, 0702011/12/13/14/15/16/17 作業実績数量/工数 入力 family, 0702101–107 lists/inquiries, 0703001–103 POP 取込.

  1. As a shop-floor worker, I want 0702001 日報入力 to record per-day, per-worker, per-instruction №, with 完了数 / 仕損数 / 開始 / 終了 / 合計, so that labour and yield are captured at source.
  2. As a shop-floor worker, I want 仕損理由 (1201056 仕損理由マスタ) attached when 仕損数>0, so that scrap analytics is meaningful.
  3. As a production planner, I want 0702011 作業実績数量入力 and 0702012 作業実績工数入力 for split entry by qty vs. man-hours, so that two-axis reporting can be combined or used independently.
  4. As a production planner, I want 0702013 作業実績数量修正入力 (and the 0702017 variant), so that mistakes are correctable in-period.
  5. As a production planner, I want 0702014 作業実績数量一括入力 (and 0702015/16 variants for parallel layouts), so that bulk daily entry across teams is fast.
  6. As a floor lead, I want 0700101 日報内訳設定 to break a day's hours into 内訳 by 就業体系, so that overtime / regular allocation is correctly priced via 1201024 工程時間単価マスタ.
  7. As an admin, I want 0702002 日報データ取込 for CSV import from bench terminals, so that spreadsheets-on-the-floor still post into TECHS.
  8. As a production planner, I want lists 0702101–106 (作業日報一覧 / 部門別担当者別作業実績 / 未完了部品 / 作業実績数量・工数一覧 / 製番別工程別作業実績表), so that performance/utilisation is reportable.
  9. As a production planner, I want 0702107 作業実績問合せ, so that ad-hoc lookups are interactive.
  10. As a integration admin, I want 0703001 作業実績 POP データ取込 with 0703002 保守 and 0703101 受入チェックリスト / 0703103 受入履歴一覧, so that POP-system data ingests with explicit error-handling and audit history.

16. 在庫 (Inventory)

Primary screens: 0800001 倉庫別在庫情報, 0800002 棚番検索, 0800003 払出出荷№検索, 0800004 計画外入庫№検索, 0800101–104 払出内訳設定, 0801001/0801002 在庫手配入力, 0801011–015 入出庫/移動/取込, 0801101–107 lists, 0801201–203 inquiries, 0802001–031 払出 family.

  1. As a warehouse keeper, I want 0800001 倉庫別在庫情報 with drill-down by 拠点 / 倉庫 / 棚番, so that I can see where each 品番 sits.
  2. As a buyer, I want 0801001 在庫手配入力 to drive purchase decisions by 発注点割れ / 現在庫数 / 有効在庫数, with 標準仕入先 default and lot-size enforcement (発注数 = ceiling-of-multiple ロット単位数), so that re-order rules execute consistently.
  3. As a production planner, I want a 加工品 mode in 0801001/0801002 在庫手配入力 that creates a 社内受注 for in-house make-to-stock, so that finished/semi-finished stock can be replenished using the same flow.
  4. As a warehouse keeper, I want lot/charge/製造日/元製番/元製品 traceability captured at 0801011 入庫入力 per 品番マスタ flags, so that recall scenarios are precise.
  5. As a warehouse keeper, I want 0801014 計画外入庫入力, so that returns and unforeseen receipts are still booked.
  6. As a buyer, I want 0801104 発注検討表印刷, so that re-order candidates are visualised on paper.
  7. As a inventory analyst, I want 0801106 死蔵品在庫一覧印刷, so that dead stock can be cleared.
  8. As a inventory analyst, I want 0801107 ロット管理別在庫状況一覧印刷 and 0801202 ロット管理別在庫状況問合せ, so that lot-controlled stock is auditable.
  9. As a inventory analyst, I want 0801105 在庫入出庫一覧印刷 with date filters and 0801203 拠点別品番別在庫入出庫問合せ, so that movement is traceable.
  10. As an integration admin, I want 0801015 入庫データ取込, so that bulk receipt files post.

17. 棚卸 (Stocktake)

Primary screens: 0803001 棚卸入力, 0803002 在庫調整入力, 0803012 棚卸取込, 0803013 低価法在庫単価入力, 0803021 在庫月次更新処理, 0803101–108 lists.

  1. As a warehouse keeper, I want 0803001 棚卸入力 per 棚卸日 / 倉庫 / 棚番 / 担当者, with 棚卸数 default = 棚卸単位現在庫数, so that physical counts are captured at correct unit.
  2. As a warehouse keeper, I want 新規品番一括追加 and 新規品番追加 in 0803001, so that unstocked or non-listed items can be entered as found.
  3. As a warehouse keeper, I want 明細削除 to mark zero-on-hand zero-counted lines as suppressed in 締処理, so that the next-period sheets are concise.
  4. As a warehouse keeper, I want 0803002 在庫調整入力 for variance posting, so that book vs. count differences are formally adjusted.
  5. As an integration admin, I want 0803012 棚卸取込, so that scanner/spreadsheet counts post in bulk.
  6. As a cost accountant, I want 0803013 低価法在庫単価入力, so that lower-of-cost-or-market rules can be applied.
  7. As a cost accountant, I want 0803021 在庫月次更新処理 to roll inventory forward and lock the closed period (no movements at date ≤ 最終棚卸本締日), so that month-over-month inventory is comparable.
  8. As a manager, I want lists 0803101–108 (棚卸基準表 / 棚卸入力実績一覧 / 棚卸結果表 / 棚卸在庫一覧 / 棚卸在庫受払元帳 / 月次在庫一覧 / 月次在庫受払元帳 / 棚卸在庫評価差額一覧), so that count cycles are auditable.

18. 原価 (Cost / Costing)

Primary screens: 0900006 原価明細情報, 0901001 製番実行予算入力, 0901002 製品実行予算入力, 0901101–102 lists, 0902001 製番別経費入力, 0902002 経費データ取込, 0902012 原価一括振替入力, 0902021 受注製番付替入力, 0902022 製番製品付替入力, 0902031 製番原価入力締処理, 0902032 原価期間ロック処理, 0902101–121 lists, 0902201–205 原価グラフ/問合せ, 0903001 原価月次更新処理.

  1. As a cost accountant, I want 0901001 製番実行予算入力 to set executable budgets per 製番 by 原価項目, with 見積参照 / 予算参照 / 実績参照, so that target margin is committed up front.
  2. As a cost accountant, I want 0901002 製品実行予算入力 to set per-製品 budgets that aggregate to 製番, so that multi-product jobs are individually tracked.
  3. As a cost accountant, I want 0902001 製番別経費入力 to log 経費 per 製番 (and optionally 製品 / ユニット), with 課/部門 derived from the 担当者, so that overhead allocations are rule-based.
  4. As an integration admin, I want 0902002 経費データ取込, so that overhead from external systems posts in bulk.
  5. As a cost accountant, I want 0902012 原価一括振替入力, so that cost reallocations between 製番 / 製品 are auditable.
  6. As a cost accountant, I want 0902021 受注製番付替入力 and 0902022 製番製品付替入力, so that mis-keyed jobs can be re-pointed at the correct order/product.
  7. As a cost accountant, I want 0902031 製番原価入力締処理 (通常ロック / 一時解除 / 再ロック / ロック解除), so that completed jobs' costs cannot be edited but in-flight jobs (仕掛) are excluded from lock.
  8. As a cost accountant, I want 0902032 原価期間ロック処理, so that historical periods are immune to back-dated cost edits.
  9. As a cost accountant, I want 0903001 原価月次更新処理 (仮締 / 仮締解除 / 本締) with re-aggregation per 1201075 原価計上比率設定マスタ for source codes S01–S09, so that monthly cost reports are confidence-tested.
  10. As a manager, I want 原価一覧 0902101, 原価明細一覧 0902102, 製番別経費一覧 0902103, so that spend transparency is high.
  11. As a manager, I want 0902112 受注別予実対比表印刷 and 受注別/製番別/代表受注別 原価グラフ 0902201/202/205, so that budget vs. actual is visual.
  12. As a manager, I want 0902119 部門別月別工場原価一覧, so that departmental cost trends are reviewable.
  13. As a manager, I want 0902104 原価振替履歴一覧, 0902107 付替履歴一覧, 0902106 製番原価入力締状況一覧, so that reallocations and locks are auditable.
  14. As a manager, I want 0902121 製番別棚卸一覧印刷, so that work-in-process per job is reportable.
  15. As an analyst, I want 0902203 受注原価問合せ and 0902204 製番別部品原価問合せ, so that I can drill from total cost to root part cost interactively.

19. 仕訳・財務連動 (Journal / Finance linkage)

Primary screens: 1001001 財務データ作成処理, 1001002 財務データ出力, 1002001 仕訳一覧印刷, 1002002 仕訳履歴一覧印刷; supporting masters 1201069 財務科目設定マスタ, 1201070 売上科目設定マスタ, 1201071 財務連動コントロールマスタ, 1201072 変換コードマスタ.

  1. As an accountant, I want 1001001 財務データ作成処理 to build journal entries from 売上 (AR side) and 検収/外注検収 (AP side), gated by 売掛 仮締 and 買掛 仮締, so that financial linkage is anchored to closed periods.
  2. As an accountant, I want both 個別請求 sales and 現金仕入 in 仮締 to be excluded from this gate (per 補足), so that real-time linkage is possible for individual-bill / cash-buy events.
  3. As an integration admin, I want 1001002 財務データ出力 to dump journal text files for the accounting package (会計ソフト受入), so that GL ingest is automated.
  4. As an accountant, I want pre-condition guards: 取引先マスタ.財務連動区分=する, 手配マスタ.科目 set, 売上科目設定マスタ set, 財務科目設定マスタ set, so that mis-mapped data does not flow.
  5. As an integration admin, I want auto-backup of pre-creation data via 1201068 バックアップ管理マスタ, so that re-runs are safe.
  6. As an auditor, I want 1002001 仕訳一覧印刷 and 1002002 仕訳履歴一覧印刷, so that journal continuity is verifiable.
  7. As an integration admin, I want 1201072 変換コードマスタ and 1201073 EUC 連動保守, so that internal codes can be re-mapped to the accounting package's chart of accounts without code changes.

20. マスタ (Master data)

Primary screens (subset): 1200001–050 検索 family, 1201001–090 保守 family, 1202001–054 マスタ一覧印刷 family, 1203001–011 マスタ取込 family, 1200101 カレンダ年月度設定, 1501001–017 保守メンテナンス, M120001–004 見積基本/項目/出力/摘要マスタ.

  1. As an admin, I want 1201001 自社情報マスタ保守 to globally control 受注登録 (受注のみ / 製品まで), 部品表削除条件, 与信管理, 入金自動消込, 単価区分, 発注単価決定タイミング, etc., so that operational policies are configurable without code.
  2. As an admin, I want 1201002 税率マスタ and 1201003 カレンダマスタ (+ 1200101 カレンダ年月度設定), so that tax rates and working calendars drive every dependent computation.
  3. As an admin, I want supplier/customer/contact masters (1201004 取引先, 1201061 請求先, 1201062 支払先, 1201005-008 単価グループ/グループ for both 得意先 and 仕入先, 1201009 担当者, 1201013 ユーザーグループ, 1201080 メニュー権限管理), so that AAA and pricing roll-ups are clean.
  4. As an admin, I want org masters (1201010 課, 1201011 部門, 1201012 拠点), so that costs and security follow org structure.
  5. As an admin, I want cost masters (1201014 原価費目, 1201015 原価項目, 1201024 工程時間単価, 1201025 就業時間, 1201026/27 就業体系/構成, 1201058 経費, 1201075 原価計上比率), so that costing engines have complete inputs.
  6. As an admin, I want item masters (1201040 品番, 1201041 図番, 1201042 品番グループ, 1201044 拠点別品番別在庫, 1201050 倉庫, 1201051/52 マシン/グループ, 1201036 メーカ, 1201037 材質, 1201038 納入場所, 1201039 運送会社, 1201060 金種, 1201063 月次更新管理, 1201064 締次更新管理), so that the part/site/transport graph is fully defined.
  7. As an admin, I want pricing masters (1201046 品番別得意先単価グループ別単価, 1201047 品番別仕入先別購入単価, 1201048 品番別仕入先別外作単価), so that price lookup follows configured precedence.
  8. As an admin, I want construction masters (1201053 部品構成, 1201054 工程構成, 1201055 工程パターン, 1201017 手配構成, 1201027 就業体系構成), so that BOM/routing/pattern reuse is one-click.
  9. As an admin, I want classification masters (1201028 受注分類, 1201029 製番分類, 1201030 製品分類, 1201031 部品分類, 1201032 受注付帯, 1201033 製番日程, 1201049 製番日程パターン, 1201056/57 仕損理由/分類), so that all transactions are taggable for analytics.
  10. As an admin, I want UI/operations masters (1201018 帳票タイトル, 1201066 画面設定, 1201067 採番構成管理, 1201076 画面遷移管理, 1201077 帳票種別管理, 1201078 項目名, 1201079 My メニュー, 1201084 メール送信), so that screen layout, numbering, and notifications can be tailored.
  11. As an admin, I want analysis-parameter masters (1201085 発注点数分析, 1201086 不良見込数分析), so that statistical helpers (re-order point, scrap forecast) can be tuned.
  12. As an admin, I want B2B linkage masters (1201087-090 BtoB PF family), so that inter-company supplier-platform integration is parameterised.
  13. As an admin, I want 1201074 見積参照設定マスタ, so that I can control which 見積 fields propagate into 受注/部品表/工程表.
  14. As an admin, I want list-prints 1202001–054 (every master has a print), so that DR copies can be produced for audits.
  15. As an admin, I want CSV imports 1203001–011 (品番, 図番, 得意先, 仕入先, 拠点別品番別在庫, 単価, 部品構成, 工程構成, メールアドレス), so that bulk master setup uses a flat-file workflow.
  16. As an admin, I want backup automation via 1201068 バックアップ管理マスタ to take pre-close snapshots automatically, so that 仮締/本締/月次 are recoverable.
  17. As a DB admin, I want maintenance utilities 1501001–017 (在庫品番 / 受注 / 製番 / 期間指定 / 品番変更 / 売掛残高 / 買掛残高 メンテナンス), so that data quality issues are fixable surgically.
  18. As an estimator, I want M120001 見積基本マスタ, M120002 見積項目名マスタ, M120003 見積書出力設定, M120004 見積摘要マスタ, so that the 見積 (quote) module is configured to our document standards.

21. 引合・見積 (Inquiry / Quote — 見積 option)

Primary screens: M010001 引合入力, M010002 見積入力, M010003 見積部品表入力, M010052 見積明細参照, M010053 原価実績参照, M010054 部品実績参照, M010059 CSV 取込(見積明細・見積部品), M010061 引合№検索, M010062 見積№検索.

  1. As a sales rep, I want M010001 引合入力 to capture an inquiry with 引合ランク (A–E), customer & 物件 info, 引合金額, and 備考, so that pipeline is visible before quoting.
  2. As an estimator, I want M010002 見積入力 to build a quote with 見積金額情報, 粗利率 graph, 流用 from prior quotes, 値引/コメント/小計 line types, so that quote production is fast and visible.
  3. As an estimator, I want 単価掛率区分 (なし / 原価→売価 / 売価→原価 / 売価→売価) on each quote line, so that target margin or fixed cost-up methods can be applied per line.
  4. As an estimator, I want M010003 見積部品表入力 to attach a per-line BOM with cost roll-up back into 見積単価 / 原価単価, so that detailed costing supports detailed pricing.
  5. As an estimator, I want 原価内訳 detail per line ("原価内訳設定"), so that material/labour/overhead splits drive accurate quoting.
  6. As an estimator, I want 見積状態名 (商談中・改版・受注・保留・失損), with auto-flip to 受注 when 受注入力 references the quote, so that pipeline status maintains itself.
  7. As an estimator, I want 流用 to copy a prior quote (and conditionally its part-BOM), so that repeat quotes are fast and consistent.
  8. As an estimator, I want M010052 見積明細参照, M010053 原価実績参照, M010054 部品実績参照, so that historical wins, costs, and parts inform new quotes.
  9. As an integration admin, I want M010059 CSV 取込(見積明細・見積部品), so that complex external estimates can be imported.
  10. As a sales rep, I want M010061 引合№検索 and M010062 見積№検索, so that I can find prior inquiries/quotes quickly.
  11. As a sales rep, I want 見積書 Excel export from 見積入力 (using M120003 見積書出力設定 template), so that a customer-facing quote is one click away.
  12. As an estimator, I want quote 見積書出力ファイル名構成 to be templated from TECHS items, so that filenames are systematic.

22. メニュー・検索・参照系 (Menu / Search / Reference)

Primary screens: 0001003 TECHS メニュー, 0200001–008 (受注/製番/製品/出荷/完成/売上/入金/請求 №検索), 0500001–016 (払出/発注/外注/検収/見積依頼 №検索), 0600001 支払№検索, 0700001-002 作業指示 №検索, 0800001–004 倉庫/棚番/払出出荷/計画外入庫 №検索, 0900001 経費№検索, 1200001–050 取引先/担当者/部門/品番/工程/作業/分類など各種検索, plus 参照画面 (0200206/207/211, 0500218/219/221).

  1. As any user, I want 0001003 TECHS メニュー and 1201079 My メニュー to surface the menu tree (with role-permissions per 1201080), so that I find functions fast.
  2. As any user, I want 0200001–008 №検索 screens to look up specific transactions (受注/製番/製品/出荷/完成/売上/入金/請求 №), so that ad-hoc lookups by document number are universal.
  3. As any user, I want 1200001–050 master searches (取引先, 品番, 工程, 担当者, 拠点, etc.) reachable from any input field, so that data entry is fast.
  4. As a buyer, I want 0500218 購入品実績参照, 0500219 外注加工実績参照, 0500221 発注見積実績参照, so that I can pull historical references directly into 購入/外注 inputs.
  5. As a sales rep, I want 0200206 製品情報参照, 0200207 売上実績参照, 0200211 予備入力情報参照, so that previous orders / sales / custom-fields are reusable on a new order.
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