FM – L2 – Q113 – Management of receivables and payables

The summarised budget of Kofi Oil Mill Limited for the year to 31 December 20X8 is as follows:

GH¢’000 GH¢’000
Budgeted sales 20,000
Budgeted variable costs 18,400
Budgeted fixed costs 800
19,200
Budgeted profit 800

The sales manager has proposed that the period of credit allowed to customers should be increased from one month to two months. It is believed that this would increase sales by 15%. All sales are on credit and the cost of capital is 13%. Assume fixed costs will remain constant.

Required
(a) Briefly outline for management the implications of the sales manager’s proposal.

(b) List FOUR factors which should be taken into consideration in determining a policy for the control of credit extended by a company.

(c) Explain FOUR points which should be taken into consideration when granting credit to a particular customer.

(a) Let us assume that fixed costs will remain constant. The increased contribution (profit) from the extension of the credit period will be:

GH¢’000
Increase in Budgeted sales (15% of GH¢20,000) 3,000
Increase in Budgeted variable costs (15% of 18,400) 2,760
Additional contribution 240

GH¢240,000

Computation of Additional Investment in working capital
(i) Based on Variable Costs:

GH¢
Average debtors in respect of the old policy will be 18,400,000 × 4/52 = 1,415,385
Average debtors in respect of the new policy will be (18,400,000 + 2,760,000) × 8/52 = 3,255,385
Additional investment in working capital 1,840,000

GH¢
Required returns = cost of capital × additional Investment = 13% × GH¢1,840,000 239,200

(ii) Based on Sales Value:

GH¢
Average debtors in respect of the old policy will be 20,000,000 × 4/52 = 1,538,462
Average debtors in respect of the new policy will be (20,000,000 + 3,000,000) × 8/52 = 3,538,462
Additional investment in working capital 2,000,000

GH¢
Required returns = cost of capital × additional investment = 13% × 2,000,000 260,000

Valued at variable cost of finance (required return), the investment is basically the same as increase in professional investment. Sales value, the cost of the additional investment.

(b) Factors to consider in determining a credit control policy:

  1. Creditworthiness of customers: Assess the financial stability and payment history of customers to minimize bad debts.
  2. Industry standards: Align credit terms with competitors to remain competitive while managing risk.
  3. Cash flow requirements: Ensure credit policies support liquidity needs to avoid reliance on costly overdrafts.
  4. Cost of credit administration: Balance the costs of credit control measures with the benefits of reduced bad debts.

(c) Points to consider when granting credit to a particular customer:

  1. Credit history: Review the customer’s past payment behavior to assess reliability and likelihood of timely payments.
  2. Financial position: Analyze the customer’s financial statements to ensure they have the capacity to meet credit obligations.
  3. References: Obtain trade or bank references to verify the customer’s creditworthiness and business reputation.
  4. Economic conditions: Consider the broader economic environment, as it may impact the customer’s ability to pay during downturns.