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On November 1, 2017, Bernard Company (a U.S.-based company) sold merchandise to

ID: 2583679 • Letter: O

Question

On November 1, 2017, Bernard Company (a U.S.-based company) sold merchandise to a foreign customer for 240,000 FCUs with payment to be received on April 30, 2018. At the date of sale, Bernard entered into a six-month forward contract to sell 240,000 FCUs. The company properly designates the forward contract as a cash flow hedge of a foreign currency receivable. The following exchange rates apply:

Date

Spot Rate

Forward Rate

(to April 30, 2018)

November 1, 2017

$

0.35

$

0.34

December 31, 2017

0.33

0.31

April 30, 2018

0.32

N/A

Bernard's incremental borrowing rate is 12 percent. The present value factor for four months at an annual interest rate of 12 percent (1 percent per month) is 0.9610.

Prepare all journal entries, including December 31 adjusting entries, to record the sale and forward contract.

What is the impact on net income in 2017?

What is the impact on net income in 2018?

Date

Spot Rate

Forward Rate

(to April 30, 2018)

November 1, 2017

$

0.35

$

0.34

December 31, 2017

0.33

0.31

April 30, 2018

0.32

N/A

Explanation / Answer

Solution:

Preparing the all Journal Entries, Including December 31, Adjusting Entries to Record the Sale and Forward Contract:

[240,000 * ($0.35 - $0.34) = $2,400 * 2/6 = $800]

The impact on net income for the year 2017 is:

The impact on net income for the year 2018 is:

Date Spot Rate U.S.Dollar Value Change in U.S Dollar Value Forward Rate to 4/30/2018 Fair Value Change in Fair Value 11/01/17 $0.35 $84,000 - $0.34 $0 - 12/31/17 $0.33 $79,200 -$4,800 $0.31 $6,919 $6,919 4/30/18 $0.32 $76,800 -$2,400 $0.32 $4,800 -$2,119
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