• Inventories are valued at the lower of cost and net realizable value (IFRS) based on the most reliable evidences available at the date of the estimation.
  • Impairment of inventories in case of:
    • Damage;
    • Obsolescence;
    • Sales price fall;
    • Increase of necessary cost for completion or sale.
  • Impairments are posted in the fiscal year the event occurs and as well the reversals.
  • Impairments for slow moving are not accepted unless it can be proved that sales prices decrease in line with age or movements of products (IFRS).
  • No impairment for strategic materials and for materials with unit value > 15000 € and lifetime > 12 months (= tangible assets).
  • No automatic posting in accounting (we keep the unit gross value of each material).
  • Periodicity: mandatory once in a year but more usually quarterly.
  • Possible to group materials similar or linked together (e.g. same product line), but not appropriate to group a whole activity sector or geographical zone.

 

A) There are two types of flow that are function of the materials:

1)  For the industrial supplies: The program edits a proposition of the stock depreciation, based on a search notion of the last effective issue date of the stock.

2)  The other materials: Primary goods, merchandises, half-finished products and end products, packaging. The system proceeds in three phases to execute the proposition of the depreciation:

a) Calculate depreciation based on the coverage rate,

b) Calculate depreciation based on the market price,

c) Edit a proposition that uses those 2 calculations.

 

B) There are 2 types of Inventory Impairment:

 1) Rotation Depreciation : Calculation of a percentage of impairment based on

a) Last consumption date or last “first acquisition” date for industrial supplies,

b) Monthly average consumption on the analysis period for other materials,

Only if: Range of coverage > 0. Percentage of inventory value at Material Price (MP)

 

2) Financial Depreciation: It is based on the Market Value or Net Realizable Value (NRV_S) of the last 12 months.

Calculation based on COPA:

NRV_S = [Net Sales (B00) + Add.N.Sales Int (B20) – Sales Commissions (C10) – Freight Costs (C20) – Royalties (C40)] / Invoice Quantity (A01)

 

Only used for finished products (Z150) and trading goods (Z130).

Only if:  Net Realizable Value (NRV_S) < Material Price “end of period of reference” (MP). Financial Impairment = (MP – NRV_S) x Inventory Quantity.

 

Calculation of Provisions for Inventory Impairment

Financial  depreciation = 0

  • Rotation provision = Rotation depreciation
  • Financial provision = 0

Rotation depreciation = 0

  • Rotation provision = 0
  • Financial provision = Financial depreciation

Rotation depreciation > Financial depreciation

  • Financial provision = Financial depreciation
  • Rotation provision = Rotation depreciation – Financial depreciation

Rotation depreciation < Financial depreciation

  • Financial provision = Financial depreciation
  • Rotation provision = 0