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8.10 The sales and warehouse of Truly Legit, a retail company, operates as follows and is currently under review: Truly Legit is implementing a new

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8.10 The sales and warehouse of Truly Legit, a retail company, operates as follows and is currently under review: Truly Legit is implementing a new credit sales approval system. Based on an analysis of their existing sales data for credit sales in the financial year just ended the following data has been obtained. % of sales Transaction value Namber of transactions Total value 27.9 $1-$500 1431 $357 950 35.6 $501-$1000 585 $455 845 22.5 145 $1001-$2500 $287 675 14.0 60 $2500 $180 000 100.0 2221 TOTAL $1281 470 Thecurrent-system has a standard sales process whereby the sales person.provides the approval and authbrisatlon for goods, to.be released by'signing a sals order, a copy of which goes to the warehouse and serves the dual purpose of a picking ticket and shipping authorisation. The documents are prpared oh bomputer by the salesperson, printed out and sent via ihternal mail at the end of the day to the warehouse. If a new customer comes in ff the street, theh-the sales person adds them to the system immediately and glves them-the default credit limit.of $750. Costomer credit Jimits,are not checked unless the customer name appers on a credit warning list, whlch is produced by the accounts receivable division at the start.of each month. All sales follow this process. The stages of the COSO framework, as they apply.to Truly Legit,are control envirohment: The board of directors is constintly receiving feedback from the various functiohal divisioris about-their perfprmahce and meeting of targets, Additionally, the board places.great emphasis on corpofate governance and has held numerous organisation-wide. workshops arid training sessions for middle-level managemnt to reinforce the importace of proper governance and control. The board also has an audif committee, who monitor interhal control functionality, which is comprised wholly of non-eecutive diectors. risk assessment: Management is concerned about the following risks In the sales process. Risk Sales to customers who have exceeded their credit limit Large transactions taking place without proper approval Fraudulent sales of low value entering the system Goods being shipped without proper authorisation Sales orders going missing between sales person and warehouse Customers' records containing nonexistent customers controf activities information and communication monitoring Required (a) Using the COSO framework, derive control activities that could be implemented within the sales process to overcome the risks involved. (b) For each control activity that you identified in (a), identify the information and communication necessary as well as how monitoring can occur to assess the process performance. 8.10 The sales and warehouse of Truly Legit, a retail company, operates as follows and is currently under review: Truly Legit is implementing a new credit sales approval system. Based on an analysis of their existing sales data for credit sales in the financial year just ended the following data has been obtained. % of sales Number of transactions Total value 27.9 Transaction value 1431 $357 950 35.6 $1-$500 585 $455 845 22.5 $501-$1000 145 $287675 $1001-$2500 14,0 60 $180 000 >$2500 100.0 2221 $1281470 TOTAL The current-system has a standard sales process whereby the sales person.provides the pproval and authorisatlon for goods to be released by'signing a sals order, a copy of which goes to the warehbuse and serves the dual purpiose of s picking ticket and shipping authorisation, The- documents are prpared oh bomputer by the salesperson, printed out and sent via ihternal mail st the end of the day to the warehouse: If a new custorier coms in ff the street, theh-the sales person adds them to the system immediately and gives them the default credit limit.of $750. Customer credit Jimits.are not.checked unless the customer mame appers on a credit warning list, which is produced by the accbunts receivable-division at the start of esch month. All sales follow this process. The stages of the COSO framework as they apply to Truly Legit are- tontrol envirohment: The board of directors is constantly receiving feedback from the various functiohalidivisionis about-theirperformahce and meeting of targets, Additionally, the board places great ediphasis on corporate governance and has held numerous organisation-wide workshps arid training sessions for middle-level managemnt to reinforce the Importance of proper governanice and control. The board also has an aodif commiffee, who monitor internal control functionality, which is comprised wholly of non-executive directors. risk assessment: Management is concerned about the following risks in the sales process. Risk Sales to customers who have exceeded their credit limit Large transactions taking place without proper approval Fraudulent sales of low value entering the system Goods being shipped without proper authorisation Sales orders going missing between sales person and warehouse Customers' records containing nonexistent customers control activities information and communication monitaring Required (a) Using the COSO framework, derive control activities that couid be implemented within the sales process to overcome the risks involved. (b) For each control activity that you identified in (a). identify the information and communication necessary as well as how monitoring can occur to assess the process performance. 8.10 The sales and warehouse of Truly Legit, a retail company, operates as follows and is currently under review: Truly Legit is implementing a new credit sales approval system. Based on an analysis of their existing sales data for credit sales in the financial year just ended the following data has been obtained. % of sales Transaction value Namber of transactions Total value 27.9 $1-$500 1431 $357 950 35.6 $501-$1000 585 $455 845 22.5 145 $1001-$2500 $287 675 14.0 60 $2500 $180 000 100.0 2221 TOTAL $1281 470 Thecurrent-system has a standard sales process whereby the sales person.provides the approval and authbrisatlon for goods, to.be released by'signing a sals order, a copy of which goes to the warehouse and serves the dual purpose of a picking ticket and shipping authorisation. The documents are prpared oh bomputer by the salesperson, printed out and sent via ihternal mail at the end of the day to the warehouse. If a new customer comes in ff the street, theh-the sales person adds them to the system immediately and glves them-the default credit limit.of $750. Costomer credit Jimits,are not checked unless the customer name appers on a credit warning list, whlch is produced by the accounts receivable division at the start.of each month. All sales follow this process. The stages of the COSO framework, as they apply.to Truly Legit,are control envirohment: The board of directors is constintly receiving feedback from the various functiohal divisioris about-their perfprmahce and meeting of targets, Additionally, the board places.great emphasis on corpofate governance and has held numerous organisation-wide. workshops arid training sessions for middle-level managemnt to reinforce the importace of proper governance and control. The board also has an audif committee, who monitor interhal control functionality, which is comprised wholly of non-eecutive diectors. risk assessment: Management is concerned about the following risks In the sales process. Risk Sales to customers who have exceeded their credit limit Large transactions taking place without proper approval Fraudulent sales of low value entering the system Goods being shipped without proper authorisation Sales orders going missing between sales person and warehouse Customers' records containing nonexistent customers controf activities information and communication monitoring Required (a) Using the COSO framework, derive control activities that could be implemented within the sales process to overcome the risks involved. (b) For each control activity that you identified in (a), identify the information and communication necessary as well as how monitoring can occur to assess the process performance. 8.10 The sales and warehouse of Truly Legit, a retail company, operates as follows and is currently under review: Truly Legit is implementing a new credit sales approval system. Based on an analysis of their existing sales data for credit sales in the financial year just ended the following data has been obtained. % of sales Number of transactions Total value 27.9 Transaction value 1431 $357 950 35.6 $1-$500 585 $455 845 22.5 $501-$1000 145 $287675 $1001-$2500 14,0 60 $180 000 >$2500 100.0 2221 $1281470 TOTAL The current-system has a standard sales process whereby the sales person.provides the pproval and authorisatlon for goods to be released by'signing a sals order, a copy of which goes to the warehbuse and serves the dual purpiose of s picking ticket and shipping authorisation, The- documents are prpared oh bomputer by the salesperson, printed out and sent via ihternal mail st the end of the day to the warehouse: If a new custorier coms in ff the street, theh-the sales person adds them to the system immediately and gives them the default credit limit.of $750. Customer credit Jimits.are not.checked unless the customer mame appers on a credit warning list, which is produced by the accbunts receivable-division at the start of esch month. All sales follow this process. The stages of the COSO framework as they apply to Truly Legit are- tontrol envirohment: The board of directors is constantly receiving feedback from the various functiohalidivisionis about-theirperformahce and meeting of targets, Additionally, the board places great ediphasis on corporate governance and has held numerous organisation-wide workshps arid training sessions for middle-level managemnt to reinforce the Importance of proper governanice and control. The board also has an aodif commiffee, who monitor internal control functionality, which is comprised wholly of non-executive directors. risk assessment: Management is concerned about the following risks in the sales process. Risk Sales to customers who have exceeded their credit limit Large transactions taking place without proper approval Fraudulent sales of low value entering the system Goods being shipped without proper authorisation Sales orders going missing between sales person and warehouse Customers' records containing nonexistent customers control activities information and communication monitaring Required (a) Using the COSO framework, derive control activities that couid be implemented within the sales process to overcome the risks involved. (b) For each control activity that you identified in (a). identify the information and communication necessary as well as how monitoring can occur to assess the process performance

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