Problem 11-5
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Dec 6, 2023
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P 11-5
The following is a list of 12 control plans from this chapter or from Chapter 9 and Chapter 10.
These are followed by a list of 10 system failures that have control implications. Match the 10
system failures with a control plan that would best prevent the system failure from occurring.
Also, give a brief (one-to two-sentence) explanation of your choice. A letter should be used only
once, with two letters left over.
Control Plans
A. Review shipped but not billed sales orders.
B. Confirm customer balances regularly.
C. Enter shipping notice close to location where order is shipped.
D. Check for authorized prices, terms, freight, and discounts.
E. Hash totals (e.g., of customer ID numbers).
F. Computer agreement of batch totals.
G. Key verification.
H. Compare input sales return notification to AR master data.
I. Immediately endorse incoming checks.
J. One-for-one checking of checks and RAs.
K. Immediately separate checks and RAs.
L. Reconcile bank account regularly.
System Failures
1.
After goods are delivered to the common carrier, the shipping department at Stanley,
Inc. prepares a three-part shipping notice. Copy 2 of the notice is sent to billing to
initiate the billing process. Many shipping notices have either been lost in transit or been
delayed in reaching the billing section.
A. Review shipped but not billed sales orders. I chose this because it seems like the step since
things are lost in transit.
2.
Bar-Jacob Company was given a refund for a sales return even though the return was
received and processed months after the sales terms allowed such a return.
H. Compare input sales return notification to AR master data. To double check if the AR master
data is talking to the returns.
3.
Because the mailroom clerks at Holdington Corp. do not take batch totals of incoming
customer checks, the cashier has misappropriated several thousand dollars over the
years by depositing company checks to his personal bank account.
I.
Immediately endorse incoming checks. Since they forgot checks, it would be easier
to immediate endorse the checks and put them in the bank.
4.
Nichol, Inc. uses periodic processing for entering sales invoice inputs and updating
customer accounts. Although it uses certain batch total procedures, Nichol has
experienced a number of instances of recording sales invoices to incorrect customer
accounts.
E. Hash totals (e.g., of customer ID numbers). Since it has to do with customer accounts it would
be easier to have hash totals.
5.
Grant Company customers send in their payments with an RA on which they write the
amount being paid. These amounts often do not agree with the amount of the payment.
As a result, the cash and AR balances at Grant Company are not correct.
J. One-for-one checking of checks and RAs. Just making sure that the checks are correct, and the
customers can agree with it.
6.
The balances due from customers at Wright Company are months overdue.
B. Confirm customer balances regularly. Making sure that the customer amounts are correct.
7.
At Jefferson, Inc., shipping sends shipping notices to the data entry group in data
processing, where they are keyed. During the past month, an inexperienced data entry
clerk made several errors in keying the shipping notices. The errors were discovered
when customers complained about inaccurate invoices.
G. Key verification. Key verifying will help errors to not happen and to make sure that things are
being checked out correctly.
8.
Sales at Macon Corp. have declined considerably compared to those of the preceding
year. In an effort to improve the financial statements, the vice president of finance
obtained a supply of blank shipping notices on which she fabricated 100 fictitious
shipments. She submitted the fictitious documents to the billing department for billing.
C. Enter shipping notice close to location where order is shipped. It is important to keep the
shipping notice, so they do not get lost.
9.
The mailroom at Gardener Company forwards checks and RAs to the accounts receivable
department. A clerk checks the RAs against open invoices, as reflected on the accounts
receivable master data. It is not uncommon for the clerk to note discrepancies, in which
case the customer is contacted in an effort to reconcile the differences. After all the
discrepancies have been investigated and cleared, the accounts receivable clerk releases
the checks to the cashier for deposit.
K. Immediately separate checks and RAs. Making sure that everything is separate to make it
easier to see the differences.
10. Clerks in the billing department at Canterbury Enterprises, Inc. prepare sales invoices
from a copy of the packing slip received from the shipping department. Recently, the
company has experienced a rash of customer complaints that the customers have been
billed for freight charges, despite the fact that the freight terms were FOB destination.
D. Check for authorized prices, terms, freight, and discounts. Making sure that the freight
charges match the packing slip received and the prices are right.
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