Option #2: Sales Journal

Examine the following case from Turner, Weickgenannt, and Copeland (2017, p. 299):

Following is a sales order form for Winter’s World of Wines, Inc. This form is prepared manually by a sales clerk, and is based on a telephone order from a customer. This form represents the source document that triggers the revenue process at Winter’s World of Wines. (The sales order is also available for download at the end of the prompt.)

Sales Order

Winter’s World of Wines, Inc.
802 Ashmore Ave.
Weston, CA 95718

No. 35610

Bill to:
La Cheaux Partners
412 Bridge Blvd.
Bridgetown, AK 37616

Cust. # 42004

Ship to:
La Cheaux Magnique
8212 Hampton Place
Bridgetown, AK 37615

Date: 5/27/2013

Preferred Shipping Method:
2‐day USP
Payment Terms: 30 days

Item Number

Description

Quantity

Unit Price

Extended Price

1046R

Merlot

12

6.99

$83.88

1047R

Zinfandel

12

7.99

95.88

1049R

Cabernet Sauvignon

24

7.49

179.76

2025W

Pinot Grigio

24

7.49

179.76

2027W

Riesling

12

6.49

77.88

$617.16

Authorized by: H.B Clayton

Date: 5/27/13

Required:
Use Microsoft Excel to prepare a sales journal with appropriate column headings. Enter the relevant information from the preceding sales order into your spreadsheet.
In addition to completing the spreadsheet, write a brief paper that explains the following:

  • What is the purpose of a sales order form and a sales journal?
  • What controls are needed in the sales process?

Your paper should meet the following requirements:

  • Two to three pages (500-750 words) in length (not including title and reference pages)
  • Formatted according to APA guidelines as explained in the CSU-Global Guide to Writing & APA (subheadings, 1“ margins, and double spacing)
  • Supported by two credible, academic sources in addition to the textbook. Academic sources should be located using the CSU-Global library. All paraphrased and quoted material must be properly cited per APA guidelines; only cited sources should be listed on the reference page.

Write clearly and logically, as you will be graded on content, analysis, and your adherence to the tenets of good academic writing, which should be succinct where possible while also exploring the topics appropriately. Scholarly sources should be cited and integrated to bolster your own assertions and to supplement your ideas.

Submit both the spreadsheet and the paper by the posted due date. Review the rubric in the Module 4 Materials folder for specific grading criteria.

Reference: Turner, L., Weickgenannt, A., & Copeland, M. K. (2017). Accounting information systems: The processes and controls (3rd ed.). John Wiley & Sons

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