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Fury’s Furniture Factory actual sales and purchases for April and May are shown

ID: 2416892 • Letter: F

Question

Fury’s Furniture Factory actual sales and purchases for April and May are shown here along with forecasted sales and purchases for June through September.

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                                                                        Sales                Purchases

            April (Actual) …………………….   $860,000         $350,000

            May (Actual) ……………………..   840,000         340,000

            June (forecast) …………………..     815,000         340,000

            July (forecast) …………………..      815,000         400,000

            August (forecast) ………………       830,000         420,000

            September (forecast) …………..        880,000         420,000

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The company makes 22% of its sales for cash and 78% on credit. Of the credit sales, 45% are collected in the month after the sale and 55% are collected two months later. Fury’s Furniture Factory pays for 18 % of its purchases in the month after purchase and 82% two months after.

Labor expense equals 16% of the current month’s sales. Overhead expense equals $24,000 per month. Interest payments of $62,500 are due in June and September. A cash dividend of $102,500 is scheduled to be paid in June. Tax payments of $55,500 are due to be paid in June and September. There is a scheduled capital outlay of $1,275,000 in September.

Fury’s Furniture Factory ending cash balance in May is $42,500 and there are no marketable securities at the end of May. The minimum desired cash balance is $20,000 and the maximum desired cash balance is $75,000. Excess cash at month end (any amount above $75,000) is used to buy marketable securities. Marketable securities are sold before borrowing funds in case of a cash shortfall (cash falling below $20,000). (For this problem, the value of Marketable securities is constant. That is, there is no interest earned.)

Prepare a Cash Receipts Schedule, a Cash Payments Schedule , and a Cash Budget for Fury’s Furniture Factory for June through September. Use the tables in the text as a template for completing this problem.

Discuss Fury’s Furniture Factory forecasting. What did you learn? What seems to be the most important consideration in preparing the forecast ?

Explanation / Answer

Solution.

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Cash Payments Schedule

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Cash Receipts Shedule Particular's Total June July Aug Sep Oct Nov SalesCredit April           368,940           368,940 SalesCredit May           294,840           294,840           360,360 sales Cash june           189,200           189,200 SalesCredit june           670,800           301,860           368,940 sales Cash july           189,300 SalesCredit july           286,065                 349,635 sales Cash Aug           182,600 SalesCredit Aug                 291,330 sales Cash Sep                 193,600 SalesCredit Sep           308,880           377,520 Total           852,980           851,520           837,605                 834,565           308,880           377,520