Thursday 12 September 2019

BUDGETING - MANAGEMENT ACCOUNTING TESTBANK


MODULE  8 - BUDGETING

THEORIES:
Basic Concepts
1.     The concept of “management by exception” refers to management’s consideration of
A.    only those items that vary materially from expectations.
B.    only rare events.
C.    samples selected at random.
D.    only significant unfavorable deviations.

8.     A formal written statement of management’s plans for the future, packaged in financial terms, is a:
A.    Responsibility report.                                      C.    Cost of production report.
B.    Performance report.                                        D.    Budget.

2.     Budgets are related to which of the following management functions?
A.    Planning                                                            C.    Control
B.    Performance evaluation                                 D.    all of these

22.  Budgeting supports the planning process by encouraging all of the following activities except:
A.    Requiring all organizational units to establish their goals for the coming period.
B.    Increasing the motivation of managers and employees by providing agreed-upon expectations.
C.    Improving overall decision making by considering all viewpoints, options, and cost control programs.
D.    Directing and coordinating operations during the period.

3.     Which of the following advantages does a budget mostly provide?
A.    Coordination is increased.
B.    Planning is emphasized.
C.    Communication is continuous.
D.    Comparison of actual versus budgeted data.

24.  Which of the following is NOT an advantage of budgeting?
A.    It forces managers to plan.
B.    It provides resource information that can be used to improve decision making.
C.    It aids in the use of resources and employees by setting a benchmark that can be used for the subsequent evaluation of performance.
D.    It provides organizational independence.

4.     Which of the following is least likely a reason why a company prepares its budget?
A.    To provide a basis for comparison of actual performance
B.    To communicate the company’s plans throughout the entire business organization
C.    To control income and expenditure in a particular period.
D.    To make sure the company expands its operations.

5.     Which of the following does not contribute to an effective budgeting?
A.    Top management is involved in budgeting.   
B.    To give each manager a free hand in the preparation of the budget, the data within the master budget are flexible.
C.    The organization is divided into responsibility units.    
D.    There is communication of results.

6.     The budgets that are based on a very high levels of performance, like expected costs using ideal standards,
A.    assist in planning the operations of the company
B.    stimulate people to perform better than they ordinarily would
C.    are helpful in evaluating the performance of managers
D.    can lead to low levels of performance

7.     Which of the following statements is incorrect?
A.    An imposed budget is the same as a participative budget.
B.    Preparation of the budget would be the responsibility of each responsibility unit.
C.    Top management’s support is necessary to promote budget participation.
D.    The top management should review and approve each responsibility unit’s budget.

9.     The primary role of the budget director and the budgeting department is to
A.    Settle disputes among operating executives during the development of the annual operating plan.
B.    Develop the annual profit plan by selecting the alternatives to be adopted form the suggestions submitted by the various operating segments.
C.    Compile the budget and manage the budget process.
D.    Justify the budget to the corporate planning committee of the board of directors.

10.  The primary variable affecting active participation and commitment to the budget and the control system is
A.    Management efforts to achieve the budget rather than optimize results.
B.    The rigid adherence to the budget without recognizing changing conditions.
C.    Top management involvement in support of the budget.
D.    The opportunity budgeting gives to risk-taker managers for department growth.

12.  A variant of fiscal-year budgeting whereby a twelve-month projections into the future is maintained at all times:
A.    Forecasting.                                                     C.    Continuous budgeting.
B.    Zero-based budgeting.                                   D.    Calendar budgeting.

35.  The method of budgeting which adds one month’s budget to the end of the plan when the current month’s budget is dropped from the plan refers to
A.    Long-term budget                                            C.    Incremental budget
B.    Operations budget                                          D.    Continuous budget

27.  A continuous budget
A.    is a budget that is revised monthly or quarterly.
B.    is a medium term plan that consists of more than 2 years’ projections.
C.    is appropriate only for use of a not-for-profit entity.
D.    works best for an entity that can reliably forecast events a year or more into the future.

37.  “Incremental budgeting” refers to
A.    line-by-line approval of expenditures
B.    setting budget allowances based on prior year expenditures
C.    requiring top management approval of increases in budgets
D.    using incremental revenues and costs in budgeting

49.  A budget plan for annual fixed costs that arises from top management decisions directly reflecting corporate policy.
A.    Flexible budget.                                               C.    Discretionary budget.
B.    Static budget.                                                   D.    Program budget.

36.  The term “decision package” relates to
A.    comprehensive budgeting                             C.    program budgeting
B.    zero-based budgeting                                    D.    line budgeting

41.  The budget approach that is more relevant when the continuance of an activity or operation must be justified on the basis of its need or usefulness to the organization.
A.    the incremental approach                              C.    the baseline approach
B.    the zero-based approach                              D.    both a and b are true

11.  The process of developing budget estimates by requiring all levels of management to estimate sales, production, and other operating data as though operations were being initiated for the first time is referred to as:
A.    Forecasting.                                                     C.    Continuous budgeting.
B.    Zero-based budgeting.                                   D.    Program budgeting.

38.  Which of the following is a contemporary approach to budgeting?
A.    incremental approach                                    C.    baseline approach
B.    zero-based approach                                     D.    both a and b are true

51.  Zero-base budgeting requires managers to
A.    Justify expenditures that are increases over the prior period’s budgeted amount.
B.    Justify all expenditures, not just increases over last year’s amount.
C.    Maintain a full-year budget intact at all times.
D.    Maintain a budget with zero increases over the prior period.

13.  Zero-based budgeting:
A.    involves the review of changes made to an organization’s original budget.
B.    does not provide a summary of annual projections.
C.    involves the review of each cost component from a cost/benefit perspective.
D.    emphasizes the relationship of effort to projected annual revenues.

18.  A systematized approach known as zero-based budgeting:
A.    Classifies the budget by the prior year’s activity and estimates the benefits arising from each activity.
B.    Commence with either the current level of spending or projected whichever is lower.
C.    Presents planned activities for a period of time but does not present a firm commitment.
D.    Divides the activities of individual responsibility centers into a series of packages that are prioritized.

20.  Which of the following statements about Zero-based budgeting is incorrect?
A.    All activities in the company are organized into break-up units called packages.
B.    All costs have to be justified every budgeting period.
C.    The process is not time consuming since justification of costs can be done as a routine matter.
D.    Zero-based budgeting includes variable costs only.

34.  Budgeting expenditures by purpose is called
A.    program budgeting                                          C.    zero-based budgeting
B.    line budgeting                                                  D.    flexible budgeting

28.  A static budget is not appropriate in evaluating a manager's effectiveness if a company has
A.    substantial fixed costs.
B.    substantial variable costs.
C.    planned activity levels that match actual activity levels.
D.    no variable costs.

45.  Flexible budgeting is a reporting system wherein the
A.    Budget standards may be adjusted at management’s discretion.
B.    Planned level of activity is adjusted to the actual level of activity before the performance report is prepared.
C.    Reporting dates vary according to the managerial levels of the users.
D.    Packages of activities vary from period to period.

15.  A budget that presents the plan for a range of activity so that the plan can be adjusted for changes in activity levels is referred to as:
A.    Zero-based budgeting.
B.    Continuous budgeting.
C.    Flexible budgeting.
D.    Program planning and budgeting system.

16.  A flexible budget is
A.    one that can be changed whenever a manager so desires
B.    adjusted to reflect expected costs at the actual level of activity
C.    one that uses the formula total costs = cost per unit x units produced
D.    the same as a continuous budget

26.  A series of budgets for varying levels of activity is a:
A.    Variable cost budget.                                     C.    Master budget.
B.    Flexible budget.                                               D.    Zero-based budget.

48.  If a company wishes to establish a factory overhead budget system in which estimated costs can be derived directly from estimates of activity levels, it should prepare a
A.    flexible budget.                                                C.    Discretionary budget.
B.    Program budget.                                              D.    Manufacturing budget.

46.  The basic difference between a master budget and a flexible budget is that a
A.    Flexible budget considers only variable costs but a master budget considers all costs.
B.    Flexible budget allows management latitude in meeting goals whereas a master budget is based on a fixed standard.
C.    Master budget is for an entire production facility but a flexible budget is applicable to single department only.
D.    Master budget is based on one specific level of production and a flexible budget can be prepared for any production level within a relevant range

47.  Which of the following is a difference between a static budget and a flexible budgets?
A.    A flexible budget includes only variable costs; a static budget includes only fixed costs.
B.    A flexible budget includes all costs, a static budget includes only fixed costs.
C.    A flexible budget gives different allowances for different levels of activity, a static budget does not.
D.    There is no difference between the two.

17.  A system that classifies budget requests by activity and estimates the benefits arising from each activity:
A.    Incremental budgeting system.
B.    Static budgeting system.
C.    Program planning and budgeting system.
D.    Participative system.

21.  A budget that identifies revenues and costs with an individual controlling their incurrence is
A.    Master budget                                                  C.    Product budget
B.    Responsibility budget                                     D.    None of the above

25.  The difference between an individual's submitted budget projection and his or her best estimate of the item being projected is an example of
A.    padding the budget
B.    adhering to zero-based budgeting assumptions
C.    creating budgetary slack
D.    being incongruent with participative budgeting

43.  Budget slack is a condition in which
A.    Demand is low at various times of the year
B.    Excess machine capacity exists in some areas of the plant
C.    There is an intentional overestimate of expenses or an underestimate of revenues
D.    Managers grant favored employees extra time-off

39.  The procedure for setting profit objectives in which the determination of profit objectives is subordinated to the planning, and the objectives emerge as the product of the planning itself is the
A.    a priori method                                                 C.    practical method
B.    theoretical method                                          D.    a posteriori method

40.  The procedure for setting profit objectives in which management specifies a given rate of return that it seeks to realize in the long run by means of planning toward that end is the
A.    a priori method                                                 C.    pragmatic method
B.    theoretical method                                          D.    ad hoc method

50.  Budgeting process in which information flows top down and bottom up is referred to as:
A.    Continuous budgeting.                                   C.    Perpetual budgeting
B.    Participative budgeting                                  D.    Joint budgeting

42.  Which of the following is not a potential problem with participative budgeting?
A.    setting standards that are either too high or too low
B.    padding the budget
C.    build slack into the budget
D.    all of the above are potential problems

33.  The ideal financial planning process would be
A.    top-down planning.
B.    bottom-up planning.
C.    a combination of top-down and bottom-up planning.
D.    None of the above

44.  A common starting point in the budgeting process is
A.    expected future net income.                         C.    to motivate the sales force.
B.    past performance.                                           D.    a clean slate, with no expectations.

57.  Which one of the following is an external factor that would need to be considered in forming an initial budget proposal?
A.    changes in product design
B.    introduction of a new product
C.    competitors' actions
D.    adoption of a new manufacturing process

14.  Operating budgets are
A.    a forecast of expected operating expenses.
B.    a forecast of operating expenses and related revenues.
C.    a forecast of units of production.
D.    concerned with the income-generating activities of a firm.

54.  What is the proper preparation sequencing of the following budgets?
1.    Budgeted Balance Sheet
2.    Sales Budget
3.    Selling and Administrative Budget
4.    Budgeted Income Statement
A.    1, 2, 3, 4                                                            C.    2, 3, 4, 1
B     2, 3, 1, 4                                                            D.    2, 4, 1, 3

29.  In estimating the sales volume for a master budget, which of the following techniques may be used to improve the projections?
A.    Brainstorming.
B.    Statistical analysis.
C.    Estimating from previous sales volume.
D.    All of these are useful.

30.  Using the concept of ‘expected value” in sales forecasting means that the sales forecast to be used is
A.    developed using the indicator method
B.    the sum of the sales expected by individual managers
C.    based on expected selling prices of the products
D.    based on probabilities

31.  Several sales forecasts are available from different sources and the managers have good ideas about their likelihoods.  This situation call for the use of
A.    the expected value concept                           C.    indicator methods
B.    historical analysis                                            D.    a scatter diagram

53.  An overly optimistic sales budget may result in
A.    increases in selling prices late in the year.
B.    insufficient inventories.
C.    increased sales during the year.
D.    excessive inventories.

56.  Which of the following budgets provides the data for the preparation of the direct labor cost budget?
A.    Direct materials purchase budget.               C.    Sales budget.
B.    Cash budget.                                                    D.    Production budget.

55.  The increased use of automation and less use of the work force in companies has caused a trend towards an increase in
A.    both variable and fixed costs.
B.    fixed costs and a decrease in variable costs.
C.    variable costs and a decrease in fixed costs.
D.    variable costs and no change in fixed costs.

32.  In preparing a cash budget, which of the following is normally the starting point for projecting cash requirements?
A.    Fixed assets.                                                    C.    Accounts receivable.
B.    Sales.                                                                 D.    Inventories.

52.  Recognition of the many uncertainties in budgeting is exemplified by companies normally
A.    forecasting sales
B.    establishing minimum required cash balances
C.    forecasting only fixed costs
D.    omitting expected dividend payments from budgeted disbursements

19.  Which of the following statements is True?
A.    Under zero-based budgeting, a manager is required to start at zero budget levels each period, as if the programs involved were being initiated for the first time.
B.    The primary purpose of the cash budget is to show the expected cash balance at the end of the budget period.
C.    Budget data are generally prepared by top management and distributed downward in an organization.
D.    The budget committee is responsible for preparing detailed budget figures in an organization.

23.  Which of the following is a valid statement?
A.    Responsibility budget identifies revenue and costs with the individual responsible for their incurrence.
B.    The best way to establish budget figures is to use last year’s actual cost and activity data as this year’s budget estimates.
C.    A sales budget and a sales forecast are the same thing.
D.    The primary purpose of the cash budget is to show the expected cash balance at the end of the budget period.

PROBLEMS:
Cost estimation formula
[i].      Management has prepared a graph showing the total costs of operating branch warehouses throughout the country.  The cost line crosses the vertical axis at P400,000.  The total cost of operating one branch is P650,000.  The total cost of operating ten branches is P2,900,000.  For purposes of preparing a flexible budget based on the number of branch warehouses in operation, what formula would be used to determine budgeted costs at various levels of activity?
A.        Y = P400,000 + P250,000X                      C.    Y = P650,000 + P400,000X
B.        Y = P400,000 + P290,000X                      D.    Y = P650,000 + P250,000X

Sales budget
Purchases budget – merchandising concern
[ii].      PTO Company desires an ending inventory of P140,000.  It expects sales of P800,000 and has a beginning inventory of P130,000.  Cost of sales is 65% of sales.  Budgeted purchases are
A.    P   530,000                                                       C.    P   810,000
B.    P   790,000                                                       D.    P1,070,000

[iii].     Calypso Co. has projected sales to be P600,000 in January, P750,000 in February, and P800,000 in March.  Calypso wants to have 50% of next month’s sales needs on hand at the end of a month.  If Calypso has an average gross profit of 40%, what are the February 28 purchases?
A.    P465,000                                                          C.    P775,000
B.    P310,000                                                          D.    P428,000

[iv].     Blue Company budgeted purchases of P100,000.  Cost of sales was P120,000 and the desired ending inventory was P42,000.  The beginning inventory was
A.    P20,000                                                             C.    P42,000
B.    P32,000                                                             D.    P62,000

[v].      The payment schedule of purchases made on account is: 60% in the time period of purchase, 30% in the following time period, and 10% in the subsequent time period. Total credit purchases were P200,000 in May, and P100,000 in June. Total payments on credit purchases were P140,000 in June. What were the credit purchases in the month of April?
A.    P200,000                                                          C.    P145,000
B.    P100,000                                                          D.    P215,000

Production budget
[vi].     Montalban Company’s sales budget shows the following expected sales for the following year:
Quarter
Units
First
120,000
Second
160,000
Third
90,000
Fourth
110,000
Total
480,000
The inventory at December 31 of the prior year was budgeted at 36,000 units.  The quantity of finished goods inventory at the end of each quarter is to equal 30% of the next quarter’s budgeted sales of units. 
How much should the production budget show for units to be produced during the first quarter?
A.      48,000                                                             C.    132,000
B.      96,000                                                             D.    144,000

[vii].    Lorie Company plans to sell 400,000 units of finished product in July an anticipates a growth rate in sales of 5% per month.  The desired monthly ending inventory in units of finished product is 80% of the next month’s estimated sales.
There are 300,000 finished units in the inventory on June 30.  Each unit of finished product requires four pounds of direct materials at a cost of P2.50 per pound.  There are 800,000 pounds of direct materials in the inventory on June 30.
How many units should be produced for the three-month period ending September 30?
A.    1,260,000                                                          C.    1,331,440
B.    1,328,000                                                          D.    1,424,050

Ending inventory budget
[viii].    If the required direct materials purchases are 8,000 pounds and the direct materials required for production is three times the direct materials purchases, and the beginning direct materials are three and a half times the direct materials purchases, what are the desired ending direct material in pounds?
A.    20,000                                                               C.    12,000
B.      4,000                                                               D.    32,000

Raw materials usage budget
[ix].     Minerva Company sells a single product.  Budgeted sales for the year are anticipated to be 640,000 units.  The estimated beginning and ending finished goods inventory are 108,000 and 90,000, respectively.  A production of one unit requires the following materials:
Material LL                                                                                                         0.50 lb. @ P0.60
Material MM                                                                                                       1.00 lb. @ P1.70
Material NN                                                                                                        1.20 lb. @ P1.00
What are the respective peso amounts of each material to be used in production during the year?

Material  LL
Material MM
Material NN
A.
P181,200
P1,026,800
P724,800
B.
P181,200
P1,026,800
P746,400
C.
P186,600
P1,057,400
P746,400
D.
P186,600
P1,057,400
P724,800

Raw materials purchases budget
[x].      If there were 30,000 pounds of raw material on hand on January 1, 60,000 pounds are desired for inventory at December 31, and 180,000 pounds are required for annual production, how many pounds of raw material should be purchased during the year?
A.    150,000 pounds                                              C.    120,000 pounds
B.    240,000 pounds                                              D.    210,000 pounds

[xi].     Silver Bowl Company manufactures a single product.  It keeps its inventory of finished goods at 75% the coming month’s budgeted sales. It also keeps its inventory of raw materials at 50% of the coming month’s budgeted production.  Each unit of product requires two pounds of materials.  The production budget is, in units:  May, 1,000; June, 1,200; July, 1,300; august, 1,600.  Raw material purchases in July would be
A.    1,525 pounds                                                   C.    2,550 pounds
B.    2,900 pounds                                                   D.    3,050 pounds

[xii].    Each unit of finished product uses 6 kilograms of raw materials.  The production and inventory budgets for May 2007 are as follows:
Beginning Inventory:
    Finished goods                                                                                                  15,000 units
    Raw materials                                                                                                        21,000 kg.
Budgeted unit sales                                                                                               18,000 units
Planned ending inventory
    Finished goods                                                                                                  11,400 units
    Raw materials                                                                                                        24,400 kg.
During the production process, it is usually found that 10% of production units are scrapped as defective and this loss occurs after the raw materials have been placed in process.
How many kilograms of raw materials should be purchased in June?
A.    89,800                                                               C.    96,000
B.    98,440                                                                D.    99,400

[xiii].    Violet Company manufactures a single product.  It keeps its inventory of finished goods at twice the coming month’s budgeted sales, inventory of raw materials at 150% of the coming month’s budgeted production requirements.  Each unit of product requires two pounds of materials.  The production budgets in units consist of the following:. 
May                                                                                                                                     1,000
June                                                                                                                                    1,200
July                                                                                                                                      1,300
August                                                                                                                                1,600 
Raw material purchases in June would be
A.    2,600 pounds                                                   C.    2,400 pounds
B.    1,800 pounds                                                   D.    2,700 pounds

[xiv].    Sales Company is budgeting sales of 300,000 units of its only product for the coming year.  Production of one unit of product requires three pounds of Material Q and 2 pounds of Material L.  Inventory units at the beginning of the year are:

Actual, Jan. 1
Budgeted, Dec 31
Finished goods
60,000
50,000
Material Q
80,000
60,000
Material L
88,000
96,000
How many pounds of Material Q is Sales planning to buy during the coming year?
A.    850,000                                                             C.    862,000
B.    890,000                                                             D.    908,000

[xv].    Strama Company prepares its budgets on annual basis.  The following beginning and ending inventory unit levels are planned for the fiscal year of June 1, 2006 through May 31, 2007.

June 1, 2006
May 31, 2007
Raw material*
     40,000
    50,000
Work-in-process
                10,000
    10,000
Finished goods
                80,000
    50,000
*Two (2) units of raw material are needed to produce each unit of finished product.
If 500,000 finished units were to be manufactured during the 2006-2007 fiscal year by Strama Company,  the units of raw material needed to be purchased would be
A.    1,000,000 units                                                C.    1,020,000 units
B.    1,010,000  units                                               D.       990,000 units

[xvi].    Diliman Corporation includes the following quarterly budget for production:
Quarter
Production
First
60,000 units
Second
45,000 units
Third
40,000 units
Fourth
65,000 units
Each unit of product requires 2.5 kilograms of direct materials.  The company begins each quarter with inventory of direct materials equal to 25 percent of the total quarter’s material requirements. 
What is the budgeted purchases of materials for the second quarter?
A.    113,750                                                             C.      46,250
B.    109,375                                                             D.    112,500

Indirect labor costs
[xvii].   Namuco, Inc. uses flexible budgeting for cost control.  During the month of September, Namuco, Inc. produced 14,500 units of finished goods with indirect labor costs of P25,375.  Its annual master budget reflects an indirect labor costs, a variable cost, of P360,000 based on an annual production of 200,000 units.  In the preparation of performance analysis for the month of September, how much flexible budget should be allowed for indirect labor costs?
A.    P30,000                                                             C.    P25,375
B.    P29,167                                                             D.    P26,100

Cash receipts budget
Sales
[xviii].  Generous Company began its operations on January 1 of the current year.  Budgeted sales for the first quarter are P240,000, P300,000, and P420,000, respectively, for January, February and March.  Generous Company expects 20% of its sales cash and the remainder on account.  Of the sales on account, 70% are expected to be collected in the month of sale, 25% in the month following the sale, and the remainder in the following month.
How much should Generous receive from sales in March?
A.    P304,800                                                          C.    P388,800
B.    294,000                                                             D.    P295,200

Credit sales
[xix].    Mendrez Company has a collection schedule of 60% during the month of sales, 15% the following month, and 15% subsequently. The total credit sales in the current month of September were P80,000 and total collections in September were P57,000. What were the credit sales in July?
A.    P90,000                                                             C.    P45,000
B.    P30,000                                                             D.    P32,000

Cash collections
[xx].    Obligacion Company has P299,000 in accounts receivable on January 1, 2006.  Budgeted sales for January are P860,000.  Obligacion expects to sell 20% of its merchandise for cash.  Of the remaining sales, 75% are expected to be collected in the month of sale and the remainder the following month.
The January cash collections from sales are:
A.    P815,000                                                          C.    P471,000
B.    P691,000                                                          D.    P987,000

[xxi].    Adel Company has the following sales forecasts for the selected three-month period in 2007:
Month
   Sales
April
P12,000
May
    7,000
June
    8,000
Seventy percent of sales are collected in the month of the sale, and the remainder is collected in the following month.
Accounts receivable balance (April 1, 2007)                                                          P10,000
Cash balance (April 1, 2007)                                                                                        5,000
Minimum cash balance is P5,000.  Cash can be borrowed in P1,000 increments from the local bank (assume no interest charges).
How much cash would be collected in June from sales?
A.    P  7,700                                                             C.    P  8,000
B.    P  8,500                                                             D.    P10,000

[xxii].   The Avelina Company has the following historical pattern on its credit sales.
70    percent collected in month of sale
15    percent collected in the first month after sale
10    percent collected in the second month after sale
  4    percent collected in the third month after sale
  2    percent uncollectible
The sales on open account have been budgeted for the last six months of 2007 are shown below:
July                                                                                                                                 P  60,000
August                                                                                                                                70,000
September                                                                                                                         80,000
October                                                                                                                              90,000
November                                                                                                                        100,000
December                                                                                                                          85,000
The estimated total cash collections during the fourth calendar quarter from sales made on open account during the fourth calendar quarter would be
A.    P172,500                                                          C.    P265,400
B.    P230,000                                                          D.    P251,400

[xxiii].  The Le Amore Company had the following budgeted sales for the first half of the current year:

Cash Sales
Credit Sales
January
P70,000
P340,000
February
50,000
190,000
March
40,000
135,000
April
35,000
120,000
May
45,000
160,000
June
40,000
140,000

The company is in the process of preparing a cash budget and must determine the expected cash collections by month. To this end, the following information has been assembled:

Collections on sales:                                       60% in month of sale
                                                                           30% in month following sale
                                                                          10% in second month following sale
The accounts receivable balance on January 1 of the current year was P70,000, of which P50,000 represents uncollected December sales and P20,000 represents uncollected November sales.
The total cash collected by Le Amore Company during the month of January would be:
A.    P410,000                                                          C.    P344,000
B.    P254,000                                                          D.    P331,500

Accounts receivable balance
[xxiv].  As of January 1, 2007, the Liberal Sales Company had an account receivable of P500,000.  The sales for January, February, and March were as follows:  P1,200,000, P1,400,000 and P1,500,000, respectively.  Of each month’s sales, 80% is on account.   60% of account sales is collected in the month of sale, with remaining 40% collected in the following month.
What is the accounts receivable balance as of March 31, 2007?
A.    P720,000                                                          C.    P587,200
B.    P480,000                                                          D.    P600,000

Credit to accounts receivable
[xxv].   Ironman Company is preparing its cash budget for the month ending November 30.  The following information pertains to Ironman’s past collection experience from its credit sales:
Current month’s sales                                                                                                        12%
Prior month’s sales                                                                                                            75%
Sales two months prior to current month                                                                         6%
Sales three months prior to current month                                                                      4%
Cash discounts (2/30, net/90)                                                                                            2%
Doubtful accounts                                                                                                                 1%
Credit sales:                                                                                                                                
   November – estimated                                                                                      P2,000,000
   October                                                                                                                    1,800,000
   September                                                                                                              1,600,000
   August                                                                                                                     1,900,000
How much is the estimated credit to Accounts Receivable as a result of collections expected during November?
A.    P1,730,200                                                       C.    P1,762,000
B.    P1,757,200                                                       D.    P1,802,000

Increase in accounts receivable
[xxvi].  Lazaro Company will open a new store on January 1. Based on experience from its other retail outlets, Lazaro is making the following sales projections:


Cash Sales
Credit Sales
January
P600,000
P400,000
February
  300,000
  500,000
March
  400,000
  600,000
April
  400,000
  800,000
Lazaro estimates that 70% of the credit sales will be collected in the month following the month of the sale, with the balance collected in the second month following the sale. Based on these data, the balance in accounts receivable on January 31 will be increased by
A.    400,000                                                             C.    P120,000
B.    P280,000                                                          D.    P580,000

Cash disbursements
[xxvii].  Cascades Company, a merchandising firm, is preparing its master budget and has gathered the following data to help budget cash disbursements:
Budgeted data:
Cost of goods sold                                                                                                    P1,680,000
Desired decrease in inventories                                                                                     70,000
Desired decrease in Accounts Payable                                                                     150,000
All of the accounts payables are for inventory purchases and all inventory items are purchased on account. What are the estimated cash disbursements for inventories for the budget period?
A.    P1,460,000                                                       C.    P1,900,000
B.    P1,600,000                                                       D.    P1,760,000

[xxviii]. Albatross Company started its commercial operations on September 30 of the current year.  Projected manufacturing costs for the first three months of operations are P1,568,000, P1,952,000, and P2,176,000, respectively.  Depreciation, insurance, and property taxes represent P288,000 of the estimated manufacturing costs.  Insurance was paid on September 30, and property taxes will be paid in July next year.  Seventy-five percent of the remainder of the manufacturing costs are expected to be paid in the month in which they are incurred, with the balance to be paid in the following month.  The cash payments for manufacturing costs in the month of November are:
A.    P1,568,000                                                       C.    P1,664,000
B.    P1,952,000                                                       D.    P1,856,000

Ending cash balance
[xxix].  Albania Company expects its June sales to be P300,000, which is 25% higher than its May sales. Purchases were P200,000 in May and are expected to be P240,000 in June. All sales are on credit and are collected as follows: 80% in the month of the sale and 20% in the following month. All payments in the month of sales are given 2% discount. Sixty percent of purchases are paid in the month of purchase to take advantage of purchase term of 1/10, n/40. The remaining amount is paid in the following month. The beginning cash balance on June 1 is P20,000. The ending cash balance on June 30 would be:
A.    P64,160                                                             C.    P80,640
B.    P73,000                                                             D.    P85,440

Comprehensive
Question Nos. 30 through 33 are based on the following information:
Apollo Merchandiser asks your services to develop cash and other budget information for the first quarter of 2007.  In December 31, the store had the following balance:
Cash                                                                                                                                 P     55,000
Accounts receivable                                                                                                         4,370,000
Inventories                                                                                                                        3,094,000
Accounts payable                                                                                                             1,330,550

The following information are relevant to 2007 operations:
Sales:
a.       Each month’s sales are billed on the last day of the month.
b.       Customers are allowed a 3 percent discount if payment is made within 10 days after the billing date.  Receivables are booked gross.
c.       Sixty percent of the billings are collected within the discount period, twenty-five percent are collected by the end of the month, nine percent are collected by the end of the second month, and six percent are considered entirely uncollectible.

Purchases:
1.       Fifty four percent of all purchases and selling, general, and administrative expenses are paid in the month purchased and the remainder in the following month.
2.       Each month’s units of ending inventory is equal to one hundred thirty percent of the next month’s units of sales.
3.       The cost of each unit of inventory is P200.
4.       Selling, general, and administrative expenses, of which P20,000 is depreciation, are equal to fifteen percent of the current month’s sales.

Actual and projected sales are as follows:

UNITS
PESOS
November
11,800
P3,540,000
December
12,100
3,630,000
January
11,900
3,570,000
February
11,400
3,420,000
March
12,000
3,600,000
April
12,200
3,660,000

[xxx].   The respective amounts of budgeted purchases for the months of January and February are:
A.    P2,418,000 and P2,360,000                         C.    P2,250,000 and P2,436,000
B.    P2,380,000 and P2,280,000                         D.    P3,570,000 and P3,420,000

[xxxi].  The budgeted cash disbursements for the month of February are:
A.    P2,929,000                                                       C.    P2,949,000
B.    P2,873,790                                                       D.    P2,853,790

[xxxii].  The amount of cash collected from sales during the month of January is:
A.    P3,338,760                                                       C.    P3,404,100
B.    P3,551,160                                                       D.    P3,556,560

[xxxiii]. The number of units to be purchased during the month of March is:
A.    15,860                                                               C.    12,000
B.    12,260                                                               D.    15,600

Rajah Enterprises is a growing retailer of home care products.  During the first four months of the following year, it forecasts the following sales and purchases:


Sales
Purchases
January
P7,200,000
P4,200,000
February
  6,600,000
  4,800,000
March
  6,000,000
  3,600,000
April
  7,800,000
  5,400,000
Rajah collects 70% of sales is collection during the month of sale, 20% the following month and 9% in the second month.  1% of sales are deemed uncollectible.

In order to fully avail of the 2% discount, Rajah pays all the purchases by the tenth of the month following the month of purchase.

Sales for the month of May are expected to be P6,600,000 and the amount of purchases are P6,000,000.  Operating expenses to be paid during the month of May will be P1,440,000 and the cash balance by May 1 is P2,200,000.

The Atlanta Corporation has forecast the following sales for the first seven months of the year:

January                                        P120,000                        May                                       P120,000
February                                        160,000                        June                                        200,000
March                                             180,000                        July                                         220,000
April                                                240,000                                                                                       

Monthly material purchases are set equal to 20 percent of forecasted sales for the next month. Of the total material costs, 40 percent are paid in the month of purchase and 60 percent in the following month. Labor costs will run P60,000 per month, and fixed overhead is P30,000 per month. Interest payments on the debt will be P45,000 for both March and June. Finally, Atlanta’s sales force will receive a 3 percent commission on total sales for the first six months of the year, to be paid on June 30.

[xxxiv]. How much will be paid in the month of January for the purchase of materials?
A.    P  27,200                                                          C.    P137,856
B.    P117,200                                                          D.    P  33,600

[xxxv].  How much does Atlanta plan to disburse in the month of June?
A.    P  41,600                                                          C.    P207,200
B.    P100,000                                                          D.    P117,200

Question Nos. 36 through 38 are based on the following:
Super Sales’ actual sales and purchases for April and May are shown here along with forecasted sales and purchases for June through September.


Sales
Purchases
April (Actual)
P390,000
P200,000
May (Actual)
420,000
  220,000
June (forecast)
390,000
  210,000
July (forecast)
350,000
  240,000
August (forecast)
420,000
  320,000
September (forecast)
410,000
  230,000

The company makes 10 percent of its sales for cash and 90 percent on credit. Of the credit sales, 30 percent are collected in the month after the sale and 70 percent are collected two months after. Super Sales pays for 45 percent of its purchases in the month after purchase and 55 percent two months after.

Labor expense equals 15 percent of the current month's sales. General overhead expense equals P10,000 per month. Interest payments of P35,000 are due in June and September. A cash dividend of P25,000 is scheduled to be paid in June. Tax payments of P30,000 are due in June and September. There is a scheduled purchase for cash of an equipment, P290,000 in September.

Super Sales’ ending cash balance in May is P25,000. The minimum desired cash balance is P20,000.  The maximum desired cash balance is P50,000. Excess cash (above P50,000) is used to buy marketable securities. Marketable securities are sold before borrowing funds in case of a cash shortfall (less than P20,000).

[xxxvi]. During the month of June, Super Sales expects to receive cash from sales amounting to:
A.    P606,000                                                          C.    P398,100
B.    P408,900                                                          D.    P359,100

[xxxvii]. The cumulative amount of marketable securities purchased as of July 31 amounts to:
A.    P126,000                                                          C.    P143,300
B.    132,500                                                             D.    P  0

[xxxviii]. The amount of loan to be obtained to maintain a balance of P50,000 cash as of September 30 will be:
A.    P109.4                                                               C.    P    9.4
B.    P  59.4                                                               D.    P    0.0

Question Nos. 39 through 45 are based on the following data:
The Ingo Corporation makes standard-size 2-inch fasteners, which it sells for P155 per thousand. Irine Tee, the major stockholder, manages the inventory and finances of the company. She estimates sales for the following months to be:

January                                         P263,500                               (1,700,000 fasteners)
February                                       P186,000                               (1,200,000 fasteners)
March                                             P217,000                               (1,400,000 fasteners)
April                                                P310,000                               (2,000,000 fasteners)
May                                                P387,500                               (2,500,000 fasteners)

Last year Ingo Corporation's sales were P175,000 in November and P232,500 in December (1,500,000 fasteners).

Ms. Tee is preparing for a meeting with Peninsula Banking Corporation to arrange the financing for the first quarter. Based on her sales forecast and the following information she has provided, you have to prepare a monthly cash budget, a monthly and quarterly pro forma income statement, a pro forma quarterly balance sheet, and all necessary supporting schedules for the first quarter.

Past history shows that Ingo Corporation collects 50 percent of its accounts receivable in the normal 30-day credit period (the month after the sale) and the other 50 percent in 60 days (two months after the sale). It pays for its materials 30 days after receipt. In general, Ms. Tee likes to keep a two-month supply of inventory in anticipation of sales. Inventory at the beginning of December was 2,600,000 units. (This was not equal to her desired two-month supply.)

The major cost of production is the purchase of raw materials in the form of steel rods, which are cut, threaded, and finished. Last year raw material costs were P52 per 1,000 fasteners, but Ms. Tee has just been notified that material costs have risen, effective January 1, to P60 per 1,000 fasteners. The Ingo Corporation uses FIFO inventory accounting. Labor costs are relatively constant at P20 per thousand fasteners, since workers are paid on a piecework basis. Overhead is allocated at P10 per thousand units, and selling and administrative expense is 20 percent of sales. Labor expense and overhead are direct cash outflows paid in the month incurred, while interest and taxes are paid quarterly.

The corporation usually maintains a minimum cash balance of P25,000, and it puts its excess cash into marketable securities. The average tax rate is 40 percent, and the company usually pays out 50 percent of net income in dividends to stockholders. Marketable securities are sold before funds are borrowed when a cash shortage is faced. Ignore the interest on any short-term borrowings. Interest on the long-term debt is paid in March, as are taxes and dividends.

As of year-end, the Ingo Corporation balance sheet was as follows:
Ingo Corporation
Balance Sheet
December 31, 2006

ASSETS
Current assets:
Cash                                                                                                                                  P     30,000
Accounts receivable                                                                                                             320,000
Inventory                                                                                                                                237,800
    Total current assets                                                                                                         587,800
Plant and equipment, net of accumulated depreciation of P200,000                          800,000
Total Assets                                                                                                                     P1,387,800

LIABILITIES AND STOCKHOLDERS’ EQUITY
Accounts payable                                                                                                           P     93,600
Long-term debt, 8%                                                                                                             400,000
Common stock                                                                                                                      504,200
Retained earnings                                                                                                                390,000
Total Liabilities and Stockholders’ Equity                                                                   P1,387,800

[xxxix]. The budgeted production respective to each month of the first quarter of the coming year are:
A.    1,400,000; 2,000,000; 2,500,000                  C.    2,500,000; 2,000,000; 1,400,000
B.    1,400,000; 2,500,000; 2,000,000                  D.    2,000,000; 1,400,000; 2,500,000

[xl].     The amount of accounts payable paid in March for the purchase of materials is:
A.    P150,000                                                          C.    P104,000
B.    P120,000                                                          D.    P130,000

[xli].    The expected cash collections on accounts receivable in the month of February are:
A.    P224,750                                                          C.    P  93,000
B.    P248,000                                                          D.    P186,000

[xlii].    The amount of accounts receivable outstanding as of March 31, 2007 is:
A.    P217,000                                                          C.    P310,000
B.    P224,750                                                          D.    P108,500

[xliii].   The cost of goods sold for the first quarter of the coming year amounts to:
A.    P363,800                                                          C.    P426,400
B.    P453,600                                                          D.    P373,400

[xliv].   The total cash and marketable securities as of January 31 will be:
A.    P45,450                                                             C.    P91,800
B.    P25,000                                                             D.    P54,450

[xlv].    The expected net income during the first quarter of the coming year is:
A.    P  91,080                                                          C.    P  96,840
B.    P161,400                                                          D.    P151,800

Question Nos. 46 through 48 are based on the Russon Corporation, a retailer whose sales are all made on credit.  Sales are billed twice monthly, on the 10th of the month for the last half of the prior month’s sales, and on the 20th of the month for the first half of the current month’s sales.  The terms of all sales are 2/10, net 30.  Based upon past experience, the collection of accounts receivable is as follows:

Within the discount period                                                                                                         80%
On the 30th day                                                                                                                           18%
Uncollectible                                                                                                                                   2%

Russon’s average markup on its products is 20% of the sales price.  All sales and purchases occur uniformly throughout the month.  The sales value of shipments for May and the forecasts for the next four months follow:
May (actual)                                                                                                                        P500,000
June                                                                                                                                        600,000
July                                                                                                                                          700,000
August                                                                                                                                    700,000
September                                                                                                                             400,000
Russon purchases merchandise for resale to meet the current month’s sales demand and to maintain a desired monthly ending inventory of 25% of the next month’s sales.  All purchases are on credit with terms of net/30.  Russon pays for 50% of a month’s purchases in the month of purchase and 50% in the month following the purchase.

[xlvi].   How much cash can Russon plan to collect in September from sales made in August?
A.    P337,400                                                          C.    P400,400
B.    P343,000                                                          D.    P280,000

[xlvii].  The budgeted peso value of Russon’s inventory on August 31 will be
A.    P110,000                                                          C.    P112,000
B.    P  80,000                                                          D.    P100,000

[xlviii].  How much cash can Russon plan to collect from accounts receivable during July?
A.    P574,000                                                          C.    P619,000
B.    P662,600                                                          D.    P608,600




[i].      Answer:  A
The amount of fixed costs in operating branches’ 10 warehouses is P400,000 (the fixed cost line intercepts the vertical axis). 
Total operating costs                                                                                             P2,900,000
Less fixed costs                                                                                                           400,000
Total variable costs (10 warehouses)                                                                P2,500,000
Variable costs per branch:  P2,500,000 ¸ 10                                                  P   250,000

[ii].     Answer:  A
Cost of units sold                            (0.65 x P800,000)                                               P520,000
Add Desired ending inventory                                                                                        140,000
Total cost of goods available for sale                                                                           660,000
Deduct Beginning inventory                                                                                           130,000
Budgeted purchases                                                                                                     P530,000

[iii].    Answer:  A
Cost of goods sold                                  P750,000 x 0.6                                           P450,000
Add Ending Inventory                            P800,000 x 0.6 x 0.5                                    240,000
Total available for sale                                                                                                  P690,000
Deduct Beginning inventory                  P450,000 x 0.5                                              225,000
Budgeted purchases, February                                                                                   P465,000

[iv].    Answer:  D
Cost of sales                                                                                                                   P120,000
Add Desired ending inventory                                                                                          42,000
Total available for sale                                                                                                    162,000
Deduct Budgeted purchases                                                                                          100,000
Beginning inventory                                                                                                       P  62,000

[v].     Answer:  A
Total payments for purchases in June                                                                     P140,000
Deduct payments applicable to purchase of:
   June                                       (P100,000 x 0.6)                         P60,000
   May                                        (P200,000 x 0.30)                          60,000                120,000
Payments applicable to April purchase                                                                    P  20,000
Credit purchase in April:  P20,000 ¸ 0.10                                                               P200,000

[vi].    Answer:  C
Budgeted sales, First Quarter                                                                             120,000 units
Add Required Ending Finished goods:      30% x 160,000                             48,000 units
Total units required                                                                                                168,000 units
Less Beginning Finished goods                                                                            36,000 units
Budgeted production in units                                                                               132,000 units

[vii].   Answer:  C
Sales for three-month period: 
July                                                                                                                          400,000
August                                   400,000 x 1.05                                                      420,000
September                            420,000 x 1.05                                                      441,000
Total                                                                                                                           1,261,000

Inventory, September 30           (441,000 x 1.05 x 0.8)                                         370,440
Total Requirements                                                                                                 1,631,440
Less July Inventory                                                                                                    300,000
Budgeted Production                                                                                              1,331,440

[viii].  Answer:  C
Beginning Inventory                                    (8000 x 3.5)                                                     28,000
Required Purchases                                                                                                                8,000
Direct Materials Used for Production      (8000 x 3)                                                      (24,000)
Desired Ending Inventory                                                                                                    12,000

[ix].    Answer:  C

LL
MM
NN
Budgeted production
622,000
622,000
622,000
Required materials per unit of product
0.50
1.00
1.2
Materials required
311,000
622,000
746,400
Unit cost
      P0.60
        P1.70
      P1.00
Peso amounts of materials used by units produced

P186,600

P1,057,400

P746,400

Budgeted sales in units                                                                                               640,000
Add Finished goods, end                                                                                              90,000
Total                                                                                                                                730,000
Deduct Finished goods, beginning                                                                           108,000
Budgeted production                                                                                                   622,000

[x].     Answer:  D
Required pounds by production                                                                                180,000
Ending raw materials required                                                                                     60,000
Beginning raw materials                                                                                          ( 30,000)
Budgeted purchases                                                                                                    210,000

[xi].    Answer:  B
Materials required by June production 1,300 x 2                                                         2,600
Add Ending raw materials inventory  1,600 x 2 x 0.5                                                  1,600
Total materials required                                                                                                    4,200
Deduct Beginning materials inventory 1,300 x 2 x 0.5                                                1,300
Materials to be purchased                                                                                                2,900

[xii].   Answer:  D
Budgeted sales                                                                                                                18,000
Add Finished goods inventory, end                                                                              11,400
Total                                                                                                                                  29,400
Deduct Finished good inventory, beginning                                                                15,000
Budgeted production                                                                                                      14,400

Raw materials required by production             (14,400 x 6 ¸ 0.9)                             6,000
Desired Raw materials inventory end                                                                        24,400
Total                                                                                                                               120,400
Deduct Raw materials inventory, beginning                                                              21,000
Budgeted purchase of raw materials                                                                          99,400

[xiii].  Answer:  D
Raw materials required by June production:           1,200 x 2                                     2,400
Add:  Ending materials inventory                              1,300 x 2 . 1.5                            3,900
Total materials required                                                                                                    6,300
Deduct Beginning material inventory                       2,400 x 1.5                                  3,600
Budgeted materials purchase                                                                                          2,700

[xiv].  Answer:  A
Budgeted sales                                                                                                             300,000
Less decrease in Finished goods inventory                                                            10,000
Budgeted production                                                                                                   290,000

Material Q required by production                   290,000 x 3                                    870,000
Less decrease in Material Q inventory           60,000 – 80,000                             20,000
Budgeted purchase in pounds, Material Q                                                             850,000

[xv].   Answer:  B
Materials required by production             500,000 x 2                                        1,000,000
Increased in materials inventory              (50,000 – 40,000)                                  10,000
Purchases                                                                                                                  1,010,000

[xvi].  Answer:  B
Materials required by 2nd Quarter’s production       45,000 x 2.5 kgs.                  112,500
Add:  Materials inventory, end:                                    40,000 x 2.5 x0.25                 25.000
Total materials required                                                                                                 137,500
Less:  Materials inventory, beginning:                       112,500 x 0.25                        28,125
Total budget purchases in kilograms                                                                          109,375

[xvii]. Answer:  D
Under flexible budget, analysis should be based on actual level achieved.
Indirect labor cost per unit         (P360,000 ¸ 200,000 units)                                   P1.80
Flexible budget allowance:       14,500 units x P1.80                                           P26,100

[xviii]. Answer:  C
Cash sales (March)             0.2 x P420,000                                                          P  84,000
Collections of account sales:
     March sales:                   (P420,000 x 0.8 x 0.7)                                                235,200
     February sales:              (P300,000 x 0.8 x 0.25)                                                60,000
     January sales:                (P240,000 x 0.8 x .05)                                                    9,600
Total cash from sales                                                                                               P388,800

[xix].  Answer:  B
Total cash collections                                                                                                 P57,000
Deductions collections on September sales             (P80,000 x 0.6)                   48,000
Collections applicable to July and August sales                                                   P  9,000
Credit sales in July:  P9,000 ¸ 2 ¸ 0.15                                                                  P30,000

[xx].   Answer:  D
Collections from:
    January sales                  (P860,000 x 0.8 x 0.75)                                            P516,000
    December sales  (January 1 Accounts)                                                              299,000
        Collections of credit sales                                                                                 815,000
Cash sales                            (P860,000 x 0.2)                                                          172,000
Total cash received                                                                                                   P987,000

[xxi].  Answer:  A
Collections sales of:
June:                                                         P8,000 x 0.7                                                    P5,600
May:                                                          P7,000 x 0.3                                                      2,100
Total collections from sales                                                                                             P7,700

[xxii]. Answer:  B
October 90,000 x .95                                                                                                P  85,500
November  100,000 x .85                                                                                             85,000
December   85,000 x .70                                                                                             59,500
Fourth quarter sales collected in fourth quarter                                                  P230,000

[xxiii]. Answer:  D
Cash sales                                                                                                                  P  70,000
Collections from account sales:
     January                                           (P340,000 x 0.60)                                        204,000
     December                                       (P50,000 x 30/40)                                          37,500
     November                                                                                                                  20,000
Total cash receipts in January                                                                                P331,500

[xxiv]. Answer:  B
The balance of Accounts Receivable, based on the collection pattern for Liberal Sales Company, equals 40 percent of credit sales for that month:
P1,500,000 x 0.8 x 0.4 = P480,000

[xxv]. Answer:  C
Gross receivable collected month’s sales
November                                            2,000,000 x .12                                      P   240,000
October                                                1,800,000  x .75                                       1,350,000
September                                           1,600,000 x .06                                             96,000
August                                                  1,900,000 x .04                                             76,000  
Total credit                                                                                                             P1,762,000

[xxvi]. Answer:  A
The balance of Accounts Receivable as of January 31, its first month of operations, will increase by P400,000 because the first collection on account sales will be in February. 
However, a question of how much increase in Accounts Receivable in February will equal to the difference between the February credit sales and 70% of January sales.

[xxvii].       Answer:  D
Cost of goods sold                                                                                                 P1,680,000
Deduct desired decrease in inventories                                                                    70,000
Budgeted purchases                                                                                              P1,610,000
Add decrease in Accounts Payable                                                                         150,000
Budgeted payments for purchases                                                                     P1,760,000

[xxviii].      Answer:  A
November costs                  (P1,952,000 – P288,000) x 0.75                         P1,248,000
October costs                       (P1,568,000 – P288,000) x 0.25)                             320,000
Total disbursements                                                                                              P1,568,000

[xxix]. Answer:  C
Beginning Cash                                                                                                         P  20,000
Add:Cash collected on June's sales       (P300,000 x .8 x .98)       235,200
Cash collected on May's sales                 ((P300,000/1.25) x .2)       48,000     283,200
Total       P303,200
Less:Cash paid on June's purchases      (P240,000 x .6 x .99)     142,560
Cash paid on May's purchases                (P200,000 x .4)                   80,000     222,560
Ending cash balance                                                                                                   P80,640

[xxx]. Answer:  C

January
February
Budgeted sales
11,900
11,400
Add: Ending inventory (130%)
14,820
15,600
Total
26,720
27,000
Less:  Beginning inventory
15,470
14,820
Budgeted purchases (units)
11,250
12,180
Unit purchase price
            200
            200            
Budgeted peso purchases
P2,250,000
P2,436,000

  Budgeted inventories:
December 31                                            130% x 11,900                                           15,470
January 31                                                130% x 11,400                                           14,820
February 28                                               130% x 12,000                                           15,600
March 31                                                    130% x 12,200                                           15,860

[xxxi]. Answer:  D
Payments for: 
February purchases                          54% x P2,436,000                                   P1,315,440
January purchases                            46% x P2,250,000                                     1,035,000
Total payments for purchases                                                                             P2,350,440
Selling, general and administrative expenses:
February:            [(P3,420,000 x 0.15) – P20,000]0.54                                        266,220
January:              [(P3,570,000 x 0.15) – P20,000]0.46                                        237,130
Total cash disbursements                                                                                    P2,853,790

[xxxii].       Answer:  A
Billings of December 31:
    Collections with 3% discount       P3,630,000 x 0.6 x 0.97                        P2,112,660
    Collections end of January           P3,630,000 x 0.25                                       907,500
Billings of November 30:                   P3,540,000 x 0.09                                       318,600
Total collections                                                                                                      P3,338,760

[xxxiii].      Answer:  B
Budgeted March sales                                                                                                   12,000
Add:  Ending inventory units                                                                                        15,860
Total units required                                                                                                        27,860
Less:  Beginning inventory units                                                                                 15,600
Budgeted purchases in units, March                                                                          12,260

[xxxiv].      Answer:  A
Payments for purchases in the month of:
    December                                     (0.2 x P120,000 x 0.6)                                         P14,400
    January                                         (0.2 x P160,000 x 0.4)                                           12,800
Total January disbursements for purchases                                                               P27,200

[xxxv].       Answer:  C
Payments for purchases:
    May purchase                           (0.2 x P200,000 x 0.6)                                         P24,000
    June purchase                          (0.2 x P220,000 x 0.4)                                           17,600
        Total                                                                                                                         41,600
Labor costs                                                                                                                      60,000
Fixed Overhead                                                                                                               30,000
Interest payments                                                                                                           45,000
Commission    (0.03 x P1,020,000)                                                                            30,600
   Total disbursements                                                                                              P207,200

[xxxvi].      Answer:  C
June cash sales  (P390,000 x 0.1)                                                                             P  39,000
Collections from account sales:
     April sales                                    (P390,000 x 0.9 x 0.7)                                         245,700
    May sales                                     (P420,000 x 0.9 x 0.3)                                         113,400
Total cash receipts, June                                                                                             P398,100

[xxxvii].     Answer:  B
Marketable securities purchased on:
    June                                                                                                                          P    5,600
    July                                                                                                                             126,900
Cumulative purchase of MS                                                                                     P132,500

[xxxviii].    Answer:  A
Cash Budget (P’000)

June
July
Aug
Sept
Cash receipts
P398.1
P404.9
P382.2
P374.9
Cash disbursements
  367.5
  278.0
  296.5
  702.5
Net cash inflow (outflow)
    30.6
  126.9
    85.7
( 327.6)
Beginning cash balance
    25.0
    50.0
    50.0
    50.0
Cumulative cash balance
    55.6
  176.9
  135.7
( 277.6)
M/S sold (purchased)
-     5.6
- 126.9
-   85.7
  218.2
Cash loan
      0.0     
      0.0
      0.0
  109.4
Cash balance, end
P  50.0
P  50.0
P  50.0
P  50.0

Cash Receipts (P’000)

June
July
Aug
Sept
Account sales (90%)
P351.0
P315.0
P378.0
P369.0
Cash sales
P  39.0
P  35.0
P  42.0
P  41.0
Collection of accounts




   First month  (30%)
  245.7
  105.3
    94.5
  113.4 
   Second month (70%)
  113.4
  264.6
  245.7
  220.5
Total
P398.1
P404.9
P382.2
P374.9

Cash Payments  (P’000)

June
July
Aug
Sept
Purchases
P210.0
P240.0
P320.0
P230.0
First month (45%)
P  99.0
P  94.5
P108.0
P144.0
Second month (55%)
  110.0
  121.0
  115.5
  132.0
  Total purchases paid
  209.0
  215.5
  223.5
  276.0
Labor
    58.5
    52.5
    63.0
    61.5
General overhead
    10.0
    10.0
    10.0
    10.0
Interest
    35.0


    35.0
Cash dividend
    25.0



Taxes
    30.0


    30.0
Purchase of equipt.
          


  290.0
Total payments
P367.5
P278.0
P296.5
P702.5

[xxxix].      Answer:  A
Budgeted Production

January
February
March
Total
Sales
1,700,000
1,200,000
1,400,000
4,300,000
Inventory, end
2,600,000
3,400,000
4,500,000
4,500,000
Total
4,300,000
4,600,000
5,900,000
8,800,000
Inventory, beg.
(2,900,000
(2,600,000
(3,400,000
(2,900,000
Budgeted production
1,400,000
2,000,000
2,500,000
5,900,000

[xl].    Answer:  B
Payments for Purchases:
January                          (December purchases -  1,800,000 x 0.052)                P  93,600
February                        (January purchases – 1,400,000 x 0.06)                            84,000
March                             (February purchases – 2,000,000 x 0.06)                        120,000
Total for the quarter                                                                                                   P297,600

[xli].   Answer:  B
Budgeted Collections on Accounts Receivable

January
February
March
Total
November sales
87,500


87,500
December sales
116,250
116,250

232,500
January sales

131,750
131,750
263,500
February sales
                                  
                     
 93,000
93,000
Total
203,750
248,000
224,750
676,500

[xlii].  Answer:  C
A month’s sales is collected 50 percent each in the first and second month.  Therefore, the accounts receivable outstanding as of March 31 includes March’s sales as well as 50 percent of February sales.
February’s accounts   (P186,000 x 0.5)                                                                 P  93,000
March’s sales                                                                                                                217,000
Outstanding accounts receivable, March 31                                                         P310,000

[xliii]. Answer:  A
Current unit cost per 1,000
Material                                                                                                                                   P  52
Labor                                                                                                                                            20
Overhead                                                                                                                                     10
    Total                                                                                                                                    P  82

Effective January 1, 2007, the price of materials will be raised to P60.  The unit cost for 2007 production will be P90.  Since the sales of January and February come from December production, only the March sales will have cost of P90 per thousand.

January and February cost of goods sold         (1,700 + 1,200) x P82              P237,800
March                                                                                       1,400 x P90                 126,000
Cost of goods sold (first quarter)                                                                             P363,800

[xliv]. Answer:  A

January
February
March
Cash collections
203,750
248,000
224,750
Cash disbursements



   Payments for materials
93,600
84,000
120,000
   Labor expenses
28,000
40,000
50,000
   Overhead
14,000
20,000
25,000
   Selling & administrative
52,700
37,200
43,400
   Interest


8,000
   Taxes


64,560
   Dividends
           .
            .  
48,420
       Total disbursements
188,300
181,200
359,380
   Net Cash Inflow  (Outflow)
15,450
66,800
(134,630)
Cash Balance, Beginning
30,000
25,000
25,000
Cumulative cash balance
45,450
 91,800
(109,630)
Marketable securities
20,450
66,800
( 87,250)
    Cumulative MS
20,450
87,250

Borrowings
          0
           0
   47,380
Cash Balance, End
25,000
112,250
25,000

[xlv].  Answer:  C
Proforma Income Statement

January
February
March
Total
Sales
263,500
186,000
217,000
666,500
Cost of goods sold
139,400
98,400
126,000
363,800
Gross profit
124,100
87,600
91,000
302,700
Selling expenses, 20%
52,700
37,200
43,400
133,300
Operating income
71,400
50,400
47,600
169,400
Interest expense
2,667
2,667
2,666
8,000
Income before tax
68,733
47,733
44,934
161,400
Income tax, 40%
27,493
19,093
17,974
64,560
Net income
41,240
28,640
26,960
96,840

[xlvi]. Answer:  A
August sales
   Billed 8/20                                            P350,000 x 18%                                     P  63,000
    Billed 9/10                               P350,000 x 80% x 98%                                         274,400
Collections in Sept of Aug sales                                                                             P337,400

[xlvii]. Answer:  B
Russon provides 25 percent of next month’s quantity sales. 
25% x P400,000 x 80% = P80,000

[xlviii].       Answer:  D
May sales billed June 10    250,000x18%                                                              P  45,000
June Sales:
   Billed June 20                                        300,000 x 18%                                          54,000
   Billed July 10                                   300,000 x .80 z .98                                         235,200
July sales
   Billed July 20                                P350,000 x .80 x .98                                      P274,400
July Collections                                                                                                           P608,600

CREDITS TO: BOBADILLA

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CPALE OCTOBER 2019 - QUESTIONS

CPALE OCTOBER 2019 - QUESTIONS CLICK THE LINK BELOW: https://drive.google.com/drive/folders/1DgxM6gFp3n64dtRY4AIcgC1f5Hi-ztUh?usp=sharing