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On October 1, 2017, Sharp Company (based in Denver, Colorado) entered into a for

ID: 2530153 • Letter: O

Question

On October 1, 2017, Sharp Company (based in Denver, Colorado) entered into a forward contract to sell 100,000 rubles in four months (on January 31, 2018) and receive $39,000 in U.S. dollars. Exchange rates for the ruble follow:

Sharp's incremental borrowing rate is 12 percent. The present value factor for one month at an annual interest rate of 12 percent (1 percent per month) is 0.9901. Sharp must close its books and prepare financial statements on December 31.

Prepare journal entries, assuming that Sharp entered into the forward contract as a fair value hedge of a 100,000 ruble receivable arising from a sale made on October 1, 2017. Include entries for both the sale and the forward contract.

Prepare journal entries, assuming that Sharp entered into the forward contract as a fair value hedge of a firm commitment related to a 100,000 ruble sale that will be made on January 31, 2018. Include entries for both the firm commitment and the forward contract. The fair value of the firm commitment is measured by referring to changes in the forward rate.

Date Spot Rate Forward Rate
(to January 31, 2018) October 1, 2017 $ 0.35 $ 0.39 December 31, 2017 0.38 0.41 January 31, 2018 0.40 N/A

Explanation / Answer

1. Journal Entry for Forward Contract hedge

Date

Particulars

Debit($)

Credit($)

1-Oct

Accounts receivable

35000

To Sales ( 100,000 x 0.35)

35000

There is no formal entry for the forward contract.

31-Dec

Accounts Receivable

3000

To Foreign Exchange gain
(($.38-$.35) x 100,000)

3000

Loss on forward contract

1980.20

To Forward Contract

(($.41-$.39) x 100,000)=2,000

2000 x 0.9901=1980.20

1980.20

31-Jan

Accounts Receivable (LCU)

2000

To Foreign Exchange gain
(($.40-$.38) x 100000)

2000

Forward Contract

980.2

To Gain on forward contract

(($0.40-$0.39)x100000=1000(loss)

1000(loss)-1980.2(recognized earlier now reversed)

980.2

Foreign Currency

40000

To Accounts receivable(35000+3000+2000)

40000

Cash

39000

Forward Contract

1000

To Foreign Currency (LCU)

40000

2. Journal Entry for Forward Contract hedge of a firm commitment

Date

Particulars

Debit($)

Credit($)

1-Oct

There is no formal entry for the forward contract or firm commitment

31-Dec

Loss on forward contract

1980.20

To Forward Contract

(($.41-$.39) x 100,000) x 0.9901=1,980.20

1980.20

Firm Commitment

1980.20

To Gain on firm Commitment

(($.41-$.39) x 100,000) x 0.9901=1,980.20

1980.20

31-Jan

Forward Contract

980.2

To Gain on forward contract

(($0.40-$0.39)x100000=1000(loss

1000(loss)-1980.2(recognized earlier now reversed)

980.2

Loss on firm commitment

980.2

To Firm Commitment

980.2

Foreign Currency

40000

To Sales

40000

Cash

39000

Forward Contract

1000

To Foreign Currency

40000

Sales

1000

To Firm Commitment

1000

Date

Particulars

Debit($)

Credit($)

1-Oct

Accounts receivable

35000

To Sales ( 100,000 x 0.35)

35000

There is no formal entry for the forward contract.

31-Dec

Accounts Receivable

3000

To Foreign Exchange gain
(($.38-$.35) x 100,000)

3000

Loss on forward contract

1980.20

To Forward Contract

(($.41-$.39) x 100,000)=2,000

2000 x 0.9901=1980.20

1980.20

31-Jan

Accounts Receivable (LCU)

2000

To Foreign Exchange gain
(($.40-$.38) x 100000)

2000

Forward Contract

980.2

To Gain on forward contract

(($0.40-$0.39)x100000=1000(loss)

1000(loss)-1980.2(recognized earlier now reversed)

980.2

Foreign Currency

40000

To Accounts receivable(35000+3000+2000)

40000

Cash

39000

Forward Contract

1000

To Foreign Currency (LCU)

40000

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