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Aztec Company sells its product for $180 per unit. Its actual and projected sale

ID: 2772805 • Letter: A

Question

Aztec Company sells its product for $180 per unit. Its actual and projected sales follow.

                                                    Units                   Dollars

April (actual)                                  7,000            $1,260,000  

May (actual)                                    3,200          576,000  

June (budgeted)                             6,000          1,080,000  

July (budgeted)                            7,500            1,350,000  

August (budgeted)                          3,700         666,000  

All sales are on credit. Recent experience shows that 24% of credit sales is collected in the month of the sale, 46% in the month after the sale, 25% in the second month after the sale, and 5% proves to be uncollectible. The product’s purchase price is $110 per unit. All purchases are payable within 12 days. Thus, 60% of purchases made in a month is paid in that month and the other 40% is paid in the next month. The company has a policy to maintain an ending monthly inventory of 21% of the next month’s unit sales plus a safety stock of 70 units. The April 30 and May 31 actual inventory levels are consistent with this policy. Selling and administrative expenses for the year are $1,632,000 and are paid evenly throughout the year in cash. The company’s minimum cash balance at month-end is $100,000. This minimum is maintained, if necessary, by borrowing cash from the bank. If the balance exceeds $100,000, the company repays as much of the loan as it can without going below the minimum. This type of loan carries an annual 14% interest rate. On May 31, the loan balance is $44,500, and the company’s cash balance is $100,000. (Round final answers to the nearest whole dollar.)

1. Prepare a cash budget for June and July, including any loan activity and interest expense. Compute the loan balance at the end of each month. (Do not round intermediate calculations.). Fill in the missing information in Part 1 and Part 2.

Cash Budget/Part 1

June and July

                                                                  

June                                              July

Beginning cash balance

                  ?

                 ?

Choose here: Add’tl loan (loan repayment) or cash receipts from customers or Interest Expense or Payments on purchases or Selling & Admin Expenses                 

?

?

Total cash available

Cash disbursements:

Choose here: Add’tl loan (loan repayment) or cash receipts from customers or Interest Expense or Payments on purchases or Selling & Admin Expenses                 

?

?

Choose here: Add’tl loan (loan repayment) or cash receipts from customers or Interest Expense or Payments on purchases or Selling & Admin Expenses                 

?

?

Choose here: Add’tl loan (loan repayment) or cash receipts from customers or Interest Expense or Payments on purchases or Selling & Admin Expenses                 

?

?

Choose here: Add’tl loan (loan repayment) or cash receipts from customers or Interest Expense or Payments on purchases or Selling & Admin Expenses                 

?

?

Total cash disbursements

Preliminary cash balance

?

                 ?

Choose here: Add’tl loan (loan repayment) or cash receipts from customers or Interest Expense or Payments on purchases or Selling & Admin Expenses                 

?

?

Ending cash balance

Loan Balance/Part 2

                                                                        June                                     July

Loan balance – Beg. Of month

                                ?

?

Additional loan (loan repayment)

?

?

Loan balance – End of month

Beginning cash balance

                  ?

                 ?

Choose here: Add’tl loan (loan repayment) or cash receipts from customers or Interest Expense or Payments on purchases or Selling & Admin Expenses                 

?

?

Total cash available

Cash disbursements:

Choose here: Add’tl loan (loan repayment) or cash receipts from customers or Interest Expense or Payments on purchases or Selling & Admin Expenses                 

?

?

Choose here: Add’tl loan (loan repayment) or cash receipts from customers or Interest Expense or Payments on purchases or Selling & Admin Expenses                 

?

?

Choose here: Add’tl loan (loan repayment) or cash receipts from customers or Interest Expense or Payments on purchases or Selling & Admin Expenses                 

?

?

Choose here: Add’tl loan (loan repayment) or cash receipts from customers or Interest Expense or Payments on purchases or Selling & Admin Expenses                 

?

?

Total cash disbursements

Preliminary cash balance

?

                 ?

Choose here: Add’tl loan (loan repayment) or cash receipts from customers or Interest Expense or Payments on purchases or Selling & Admin Expenses                 

?

?

Ending cash balance

Explanation / Answer

Answer:

Particulars April May June July Ending inventory 742 1330 1645 847 units 7000 3200 6000 7500 Total needs 7742 4530 7645 8347 Less: Beginning inventory 0 742 1330 1645 Total purchase 7742 3788 6315 6702
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