# US 8,650,119 B2 · Order-resource fulfillment and management system and approach > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 8,650,119 B2 - Document ID: US8650119B2 - Status: Granted - Kind: B2 - Application number: 12/749,322 - Filed: 2010-03-29 - Published: 2010-07-22 - Granted: 2014-02-11 - Earliest claimed: 2004-06-09 - Assignees: Syncada LLC - Applicants: Dean W. Hahn-Carlson; David A. Suits; Raghunandan N. Kanathur - Inventors: Dean W. Hahn-Carlson; David A. Suits; Raghunandan N. Kanathur - Web page: https://patentgrep.com/patent/US8650119B2 ## CPC - G06Q 30/06: Buying, selling or leasing transactions - G06Q 20/10: specially adapted for electronic funds transfer [EFT] systems; specially adapted for home banking systems - G06Q 20/102: {Bill distribution or payments} - G06Q 30/04: Billing or invoicing - G06Q 40/02: Banking, e.g. interest calculation or account maintenance (credit or loans G06Q40/03) - G06Q 40/12: Accounting - G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR ## Abstract Historical data is used to manage and authorize payment for merchant offerings for transactions among a plurality of transaction parties. According to an example embodiment of the present invention, invoiced item quantities are processed using historical fulfilled and billed quantities of each item. If invoiced item quantities involved items that have been fulfilled but not billed, payment for the invoiced items is authorized. If some or all of the invoiced items have not been fulfilled or have been previously billed, payment authorization is withheld for at least the portion of unfulfilled or previously billed (and paid) invoiced items. With this approach, historical information relative to order fulfillment and payment status is used to automatically process invoices (e.g., audit the invoices for payment). ## Claims ### Claim 1 A system for managing payment resources for a plurality of transactions, the system comprising: a computer circuit programmed to: associate an invoice with a given transaction in the plurality of transactions, the transactions involving merchant offerings among parties including buyers and sellers, different ones of the transactions involving different sets of buyers and sellers; generate, for each ordered item listed on the invoice, electronic payment authorization data for the ordered item in response to determining at the computer circuit that a billed quantity of the ordered item is less than or equal to a difference between a historical fulfillment quantity for the ordered item and a historical billed quantity for the ordered item, the historical fulfillment quantity for the ordered item and the historical billed quantity for the ordered item indicated in data for the given transaction stored in a database, and update, in the database, the historical billed quantities for the ordered items listed on the invoice as a function of the billed quantities of the ordered items. ### Claim 2 (depends on 1) The system of claim 1, wherein the computer circuit is programmed to, in response to the billed quantity of the ordered item being more than the difference between the historical fulfillment quantity for the ordered item and the historical billed quantity for the ordered item, identify a quantity of the ordered item that exceeds the difference between the historical fulfillment quantity for the ordered item and the historical billed quantity for the ordered item as over-billed. ### Claim 3 (depends on 2) The system of claim 2, wherein the computer circuit is programmed to generate the electronic payment authorization data for a quantity of the ordered item that does not exceed the difference between the historical fulfillment quantity for the ordered item and the historical billed quantity for the ordered item. ### Claim 4 (depends on 3) The system of claim 3, wherein the computer circuit is programmed to communicate a quantity of an over-billed item on the invoice to a seller involved with the given transaction. ### Claim 5 (depends on 1) The system of claim 1, wherein the computer circuit is programmed to: receive confirmed fulfillment information, the confirmed fulfillment information confirming fulfillment of a particular item for an order, and automatically update historical fulfillment quantity data in the database for the particular item to reflect the confirmed fulfillment information. ### Claim 6 (depends on 1) The system of claim 1, wherein the computer circuit is programmed to: monitor changes made to selected data fields in the database; and in response to a change in one of the selected data fields, update another related data field. ### Claim 7 (depends on 6) The system of claim 6, wherein the computer circuit is programmed to automatically link related data fields for the given transaction as a function of a transaction party to which the related data fields apply. ### Claim 8 (depends on 1) The system of claim 1, wherein the computer circuit is programmed to: compare information in the invoice with profile information stored in the database to match the invoice with historical fulfillment quantities for the ordered items and the historical billed quantities for the ordered items, and use the matched historical fulfillment quantities for the ordered items and the historical billed quantities for the ordered items when generating electronic payment authorization data for each of the ordered items listed on the invoice. ### Claim 9 (depends on 1) The system of claim 1, wherein the database stores transaction-profile attributes for each of the transactions, and wherein the computer circuit is programmed to: identify, based on information in the transaction-profile attributes, order information for the given transaction and at least one of a buyer and a seller, wherein the buyer and the seller are involved with the given transaction, and generate electronic payment authorization data for each ordered item listed on the invoice as a function of the transaction-profile attributes. ### Claim 10 (depends on 9) The system of claim 9, wherein the computer circuit is programmed to: monitor changes in a transaction-profile attribute that indicates a fulfillment status of an order, and in response to changes in the fulfillment status of the order, update other transaction-profile attributes that relate to the fulfillment status for the order. ### Claim 11 (depends on 10) The system of claim 10, wherein the computer circuit is programmed to update payment-related attributes for the order in response to the order being fulfilled. ### Claim 12 (depends on 10) The system of claim 10, wherein the computer circuit is programmed to facilitate payment for the order in response to an update to the payment-related attributes for the order indicating that the payment is appropriate. ### Claim 13 (depends on 1) The system of claim 1, wherein to generate the electronic payment authorization data for the ordered item, the computer circuit compares the billed quantity information for the ordered item with the historical fulfillment quantity for the ordered item and the historical billed quantity for the ordered item. ### Claim 14 (depends on 13) The system of claim 13, wherein the database stores data characterizing a paid quantity for ordered items of the given transaction, and wherein the computer circuit is programmed to update, in response to payment being authorized, the data characterizing the paid quantity for the ordered items. ### Claim 15 (depends on 1) The system of claim 1, wherein the computer circuit is programmed to audit and validate the historical fulfillment quantity for the ordered item as a function of receipt data, thereby validating that received quantity resources have been added to the historical fulfillment quantity for the ordered item. ### Claim 16 (depends on 1) The system of claim 1, wherein the database stores data characterizing historical fulfillment quantities and historical billed quantities for the ordered items on a line item by line item basis, and wherein the computer circuit is programmed to generate the electronic payment authorization data, and update the historical billed quantities on a line item by line item basis. ### Claim 17 (depends on 1) The system of claim 1, wherein the computer circuit is programmed to update the historical fulfillment data for the ordered item in the database as a function of a time of delivery of the ordered item. ### Claim 18 (depends on 1) The system of claim 1, wherein the computer circuit is programmed to update the historical fulfillment data for the ordered item in the database as a function of a condition of the ordered item upon delivery thereof. ### Claim 19 A method for automatically managing payment resources for a plurality of transactions, the method comprising: associating, by a computer-based circuit, an invoice with a particular transaction as a function of data in the invoice and stored transaction-profile information, the invoice listing quantities of ordered items; and generating, by the computer-based circuit, electronic payment authorization data as a function of historical fulfilled quantities for the ordered items and historical billed quantities for the ordered items, the historical fulfillment quantities for the ordered items indicating quantities of the ordered items that have been fulfilled by a seller for the transaction, the historical billed quantities for the ordered items being indicative of quantities of the ordered items that have been previously billed, and the electronic payment authorization data authorizing a financial institution to facilitate a payment from a buyer involved in the transaction to the seller, the payment is for quantities of the ordered items that do not exceed a difference between the historical fulfillment quantities for the ordered items and the historical billed quantities for the ordered items. ### Claim 20 (depends on 19) The method of claim 19, wherein the ordered items include a given item and generating the electronic payment authorization data includes generating electronic payment authorization data for at least a portion of the historical fulfillment quantity for the given item that does not exceed an order total quantity for the given item. ### Claim 21 (depends on 19) The method of claim 19, wherein the ordered items include a given item and the method further comprises: in response to generating the electronic payment authorization data, storing data indicating a quantity of the given item for which the payment was authorized. ### Claim 22 (depends on 19) The method of claim 19, wherein the ordered items include a given item and the method further comprises: in response to receiving receipt data from the buyer, associating the receipt data with the transaction as a function of the transaction-profile information, the receipt data indicating a quantity of the given item, and updating the historical fulfillment quantity for the given item based on the quantity of the given item indicated in the receipt data. ### Claim 23 A method for managing payment resources for a plurality of transactions, the method comprising: associating, by a computer circuit, an invoice with a given transaction in a plurality of transactions, the transactions involving merchant offerings among parties including buyers and sellers, different ones of the plurality of transactions involving different sets of buyers and sellers; generating, for each ordered item listed on the invoice, electronic payment authorization data for the ordered item in response to determining at the computer circuit that a billed quantity of the ordered item is less than or equal to a difference between a historical fulfillment quantity for the ordered item and a historical billed quantity for the ordered item, the historical fulfillment quantity for the ordered item and the historical billed quantity for the ordered item indicated in data for the given transaction stored in a database, and updating, in the database, the historical billed quantities for the ordered items as a function of the billed quantities of the ordered items.