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Managing Financial Resources Projects

The document outlines a series of projects for a Marketing and Sales Management course at Unity University, focusing on managing financial resources. Each project includes specific tasks related to cost-benefit analysis, inventory management, and financial calculations for various scenarios. The goal is to enhance teamwork, critical thinking, and problem-solving skills among students by analyzing real-world financial situations.

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0% found this document useful (0 votes)
15 views6 pages

Managing Financial Resources Projects

The document outlines a series of projects for a Marketing and Sales Management course at Unity University, focusing on managing financial resources. Each project includes specific tasks related to cost-benefit analysis, inventory management, and financial calculations for various scenarios. The goal is to enhance teamwork, critical thinking, and problem-solving skills among students by analyzing real-world financial situations.

Uploaded by

abelbrown71
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

UNITY UNIVERSITY

Marketing and sales Management


Level IV

Manage financial resources


Instruction:
Please complete the following tasks as a team within your quality circle.
These tasks are designed to help you strengthen your understanding and application of
Learning Outcome 3, and 4 (LO3, and LO4 ): manage financial resources. There are 11
projects assigned, and each project consists of 3 key points that require thoughtful
discussion and analysis.
This exercise is not just about completing the projects—it’s about developing your
teamwork, critical thinking, and problem-solving skills. Take this opportunity to enhance
your ability to manage financial resources effectively and with confidence.
Summation date:- June, 2025

Prepared by: Mulugeta Bekele


Project 1.
Instruction: Give short answer for the following review questions
1. What is cost-benefit analysis?
2. Discuss the uses of cost benefit analysis?
3. Explain how to estimate the benefits of a proposed project? Identify some of the
benefits of a project
4. Explain how to estimate the costs of a proposed project?
5. Identify some of the costs of a project
6. How can costs and benefits be quantified?
7. Discuss what is Net Present Value? Explain decision rule of Net Present Value
technique?

Project 2:
Instruction: Give short answer for the following review questions
1. Discuss the objectives of storage?
2. Discuss the basic functions of stores?
3. Define and explain the following store records:
 Materials requisition form
 Materials transfer note
 Bin Card
4. Explain the essential differences in accounting for inventories under the periodic
and perpetual inventory system?
5. Identify and define the various kinds of stocks?
6. Differentiate between FIFO and LIFO methods?
Project 3.
Mulu Construction is evaluating a road project with the following cash flows:
Year Benefits (Birr) Costs (Birr)
1 150,000 100,000
2 160,000 110,000
3 180,000 120,000
4 200,000 130,000
Required:
1. Calculate the NPV using a 10% discount rate

Prepared by: Mulugeta Bekele


2. Calculate the Benefit-Cost Ratio (BCR)
3. Provide a recommendation on project viability

Project 4:
Yordanos Agro plans to invest in irrigation systems.
Year Costs (Birr) Benefits (Birr)
1 500,000 300,000
2 100,000 400,000
3 100,000 450,000
4 100,000 500,000
Required:
1. Compute the NPV using a 12% discount rate
2. Find the Payback Period (no discounting)
3. Should Yordanos Agro invest?

Project 5:
Addis Green Energy Ltd.
Addis Green Energy is considering installing solar panels.
Year. Benefit (Birr) Cost (Birr)
1 100,000. 300,000
2 120,000. 50,000
3 150,000. 50,000
4 180,000. 50,000
Required:
1. Calculate NPV using an 8% discount rate
2. Determine whether the investment is justifiable
3. What is the cumulative net benefit (non-discounted)?

Project 6.
XYZ Electronics Ltd. handles the purchase of specific electronic components.
The following are details of purchases and issues for the month of September.
Date Transaction Quantity Cost per Unit (Birr)
September 1 Opening stock300 units 200
September 4 Purchased 500 units 220

Prepared by: Mulugeta Bekele


September 7 Issued 200 units ?
September 10 Purchased 700 units 23
September 15 Issued 400 units ?
September 18 Purchased 300 units 240
September 20 Issued 300 units ?
September 25 Purchased 200 units 250
September 30 Issued 200 units ?
Required:
1. Prepare the Stores Ledger Account using the FILO method, showing the cost
of each issue and the closing stock at September 30.
2. Prepare the Stores Ledger Account using the LILO method, showing the cost
of each issue and the closing stock at September 30.
3. Compare the effects of both methods on the cost of goods issued and the
closing stock.

Project 7:
DEF Corp. manufactures appliances and uses a particular type of raw material.
The company follows both FIFO and LIFO methods. Below is a record of
purchases and issues for the month of October.

Date Transaction Quantity Cost per Unit (Birr)


October 1 Opening stock 600 units 250
October 5 Purchased 400 units 270
October 10 Issued 300 units ?
October 15 Purchased 500 units 280
October 20 Issued 400 units ?
October 25 Purchased 200 units 290
October 28 Issued 500 units ?

Required:
1. Using the FIFO method, prepare the Stores Ledger Account showing the cost
of each issue and the closing stock at October 31.
2. Using the LIFO method, prepare the Stores Ledger Account showing the cost
of each issue and the closing stock at October 31.
3. Compare the cost of goods issued and the closing stock between FIFO and
LIFO methods.

Project 8 – Retail Electronics


Beginning Inventory: 800 units @ 15 birr
Purchases: 1,200 units @ 18 birr
Units Sold: 1,500 units

Prepared by: Mulugeta Bekele


Selling Price per unit: 30 birr
Required:
1. COGS using FIFO and LIFO
2. Ending Inventory
3. Gross Profit
4. Inventory Turnover
5. Gross Profit Margin
Advanced Question 3: Periodic vs Perpetual Inventory Systems

Project 9:
Inventory data:
Jan 1: Beginning Inventory — 50 units @ 20 birr
Jan 4: Purchase — 100 units @ 22 birr
Jan 10: Sold — 80 units
Jan 15: Purchase — 50 units @ 24 birr
Jan 20: Sold — 60 units
Required:
1. Calculate COGS and Ending Inventory under:
FIFO Perpetual
FIFO Periodic
LIFO Perpetual
LIFO Periodic

Project 10:
ABC Electronics manufactures and sells consumer electronics across the country. The
company’s pricing is based on the production cost and market price. The market price is
typically 10% higher than the company price. The quantity sold will increase by 20% for
the years 2015-2016. Based on the following data, calculate unit prices, prepare sales
reports, and develop a sales plan:
Year: 2012-2016
Quantity: 4,000, 5,500, -, -, -
Unit Cost: 60, 65, 70, 75, 80
Profit Margin: 12%, 14%, 15%, 18%, 20%
Assume that you are marketing officer in ABC company and you expected to perform
the following task based on the above information:-
Task 1. Calculate unit price for each year using cost plus and determine competitive

Prepared by: Mulugeta Bekele


price
Task 2. Prepare sales report from year 2012 up to 2016 by using cost plus and
competitive pricing method.
Task 3. Prepare sales plan from 2015 and 2016 by using cost plus and competitive
pricing method.
Task 4. Prepare annual profit and loss statement year from 2012 up to 2016 based on
cost plus and competitive pricing method

Project 11:
XYZ Company produces kinds of home appliance and distributes and sells all over the
country. The company previous record from 2013 up 2017 Due to market fluctuation,
the company offering produced products in different price which means some time the
company set price based on cost of production and market price but market price is
greater than company price by 12% So based on the information given below on the
table quantity, unit cost, profit margin. However, in 2016 and 2017 the quantity will be
grow up by 30%.
Year 2013 2014 2015 2016 2017
Quantity 5,000 7,800 11,500 -, -
Total cost 500,000 800,000 1,200,000 1,500,000 2,000,000
Profit margin 10% 15% 13% 25% 25%
Assume that you are marketing officer in XYZ company and you expected to perform
the following task based on the above information:-
Task 1. Calculate unit price for each year using cost plus and determine competitive
price
Task 2. Prepare sales report from year 2013 up to 2017 by using cost plus and
competitive pricing method.
Task 3. Prepare sales plan from 2016 and 2017 by using cost plus and competitive
pricing method.
Task 4. Prepare annual profit and loss statement year from 2013 up to 2017 based on
cost plus and competitive pricing method

Prepared by: Mulugeta Bekele

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