Chapter 06 Intercompany Inventory Transactions McGraw-Hill/Irwin Copyright © 2012 by The McGraw-Hill Companies, Inc. All rights reserved. Learning Objective 1 Understand and explain intercompany transfers and why they must be eliminated. 6-2 Road Map: Intercompany Transactions Typical intercompany transactions Intercompany reciprocal accounts (Chapter 4) Inventory transfers (Chapter 6) Fixed asset transfers (Chapter 7) Intercompany Indebtedness (Chapter 8) 6-3 Arm’s-Length Transactions Q: What are “Arm’s-length” Transactions? A: “Transactions that take place between completely independent parties.” 6-4 Categories of Transactions Arm’s Length Transactions The only transactions that can be reported in the consolidated statements. We want to report the results of our interactions with outside parties! Non-Arm’s Length Transactions Usually referred to as “related party transactions.” Include all intercompany transactions. 6-5 Types of “Related Party” Transactions Involving only Individuals Transactions among family members Involving Corporations With management and other employees With directors and stockholders With affiliates (controlled entities) Probably constitutes at least 99% of all corporate related-party transactions 6-6 Necessity of Eliminating Intercompany Transactions Eliminate all intercompany transactions in consolidation: Because they are internal transactions from a consolidated perspective. Not because they are related-party transactions. Only transactions with outside unrelated parties can be reported in the consolidated statements. 6-7 Let’s work through an example: Assume Parent Co. owns 100% of Sub Co. The following intercompany transactions occurred during the year: Parent loaned $500 to Sub. To keep things simple, assume that there is no interest revenue or interest expense associated with this loan. Parent made a sale to Sub for $400 cash. The inventory had originally cost Parent $250. Sub then sold that same inventory to an outsider for $500. Parent made a sale to Sub for $300 cash. The inventory had originally cost Parent $200. Sub has not yet sold that same inventory to an outsider. What consolidation worksheet entries would you make? 6-8 (a) Loan from Parent to Sub Does this transaction include outsiders? Parent $500 Sub Reverse the entries made by the parent and the sub. To eliminate intercompany loans: Loan Payable Loan Receivable Parent: Receivable Cash Sub: Cash 500 500 500 Payable 500 500 500 6-9 (b) Sale from Parent to Sub to Outsider Arm’s Length Keep Parent’s COGS Keep Sub’s Sale Are these legitimate transactions? $250 Keep This Purchase Parent $400 Eliminate effect of this internal Transaction Get rid of Parent’s Sale Sub $500 Keep This Sale Get rid of Sub’s COGS Internal (fake) 6-10 (b) Sale from Parent to Sub to Outsider Which transactions are legitimate? Parent’s sale to Sub: Sub’s sale to Outsider: Parent: Cash Sales COGS Inventory Sub: Inventory Cash Sub: Cash 500 Sales 500 COGS 400 Inventory 400 400 400 250 250 400 400 Reverse the rest! To eliminate sale from Parent to Sub to Outsider: Sales (parent to sub) 400 Cost of Goods Sold (to outsider) 400 6-11 (c) Sale From Parent to Sub (Not Outside) Is this a legitimate arm’s length transaction? $200 Keep this purchase Parent $300 Sub Eliminate effect of this internal transaction Parent: Cash 300 Sales 300 COGS 200 Inventory 200 Sub: Inventory 300 Cash 300 Summary of the Transaction: Parent purchased inventory for $200. Parent sold the inventory to a Sub for $300. Reverse the entries made by the parent and sub. 6-12 (c) Sale From Parent to Sub (Not Outside) Reverse the entries made by the parent and sub. Parent: Cash 300 Sales 300 COGS 200 Inventory 200 Sub: Inventory Cash Parent $300 Sub 300 300 To eliminate sale from Parent to Sub, not yet to Outsider: Sales 300 Cost of Goods Sold 200 Inventory (net) 100 6-13 Summary of Consolidation Entries: To eliminate intercompany loans: Loan Payable Loan Receivable 500 To eliminate sale from Parent to Sub to Outsider: Sales 400 Cost of Goods Sold 500 400 To eliminate sale from Parent to Sub, not yet to Outsider: Sales 300 Cost of Goods Sold 200 Inventory 100 6-14