Chapter 3 Process Costing PowerPoint Authors: Susan Coomer Galbreath, Ph.D., CPA Charles W. Caldwell, D.B.A., CMA Jon A. Booker, Ph.D., CPA, CIA Cynthia J. Rooney, Ph.D., CPA McGraw-Hill/Irwin Copyright © 2014 by The McGraw-Hill Companies, Inc. All rights reserved. Learning Objective 3-1 Describe the key features of a process costing system. 3- 3 Basic Concepts in Process Costing Process costing is used by companies that produce homogeneous products or services using a series of standardized processes. Canned and bottled goods, frozen foods, paper products, and petroleum products are examples of homogeneous products that result from a standardized process. Although process costing is most often identified with manufacturing companies, it can also be used by service firms that perform routine processes, such as an insurance company that has a claims and reimbursement process or a financial institution that processes home refinance loans. 3- 4 Flow of Costs in Process Costing 3- 5 Process Costing Production Report The foundation of a process costing system is the production report. In the report we provide information about: 1.The number of units produced. 2.The manufacturing costs transferred into Work in Process Inventory. 3.The manufacturing costs transferred out of Work in Process Inventory to Finished Goods Inventory. 4.The number of units remaining in process at the end of the period. 5.The cost of units remaining in process at the end of the period. 3- 6 Learning Objective 3-2 Reconcile the number of physical units using the weighted-average method. 3- 7 Preparing the Production Report (Weighted-Average Method) Step 1: Reconcile the number of physical units worked on during the period. Step 2:Translate the physical units into equivalent units. Step 3: Calculate the cost per equivalent unit. Step 5: Prepare a Production Report. Step 4: Reconcile the total cost of work in process. 3- 8 Prepare the Production Report (Weighted-Average Method) Step 1: Reconcile the number of physical units. (Unit = 1 Barrel of Wine) 3- 9 Prepare the Production Report (Weighted-Average Method) Step 1: Reconcile the number of physical units. (Unit = 1 Barrel of Wine) 3- 10 Learning Objective 3-3 Calculate the number of equivalent units using the weighted-average method. 3- 11 Process Costing Production Report Step 2: Convert Physical Units Into Equivalent Units The next step in preparing the production report is to calculate the number of equivalent units. An equivalent unit is a measure used to convert partially completed units into the equivalent of a full unit. Consider the information below. 3- 12 Process Costing Production Report Step 2: Convert Physical Units Into Equivalent Units 3- 13 Process Costing Production Report Step 3: Calculate Cost Per Equivalent Unit 3- 14 Process Costing Production Report Step 4: Reconcile the total cost of Work in Process Work in Process Inventory (CFA) Beginning costs: Cost of goods completed Direct materials 84,000 Conversion costs 81,120 Current period costs: Direct materials 810,000 Conversion costs 918,000 Total cost 1,893,120 Ending Balance ? ? Work in Process Inventory (Bottling) 3- 15 Process Costing Production Report Step 4: Reconcile the total cost of Work in Process Completed and transferred to bottling Ending Inventory = ($715,200 + $868,800 ) = $1,584,000 = ($178,800 + $130,320) = $309,120 3- 16 Process Costing Production Report Step 4: Reconcile the total cost of Work in Process Work in Process Inventory (CFA) Beginning costs: Cost of goods completed Direct materials 84,000 Conversion costs 81,120 Current period costs: Direct materials 810,000 Conversion costs 918,000 Total cost 1,893,120 Ending Balance 1,584,000 309,120 Work in Process Inventory (Bottling) 1,584,000 3- 17 Learning Objective 3-4 Prepare a process costing production report using the weighted-average method. 3- 18 Step 5: Prepare a Production Report Section 1 of the Production Report CK Mondavi Process Costing Production Report (Weighted Average) Crushing, Fermenting, and Aging (CFA) Process For the Quarter Ended March 31, 2013 Step 1 Physical Units: Units Units to be accounted for: Beginning inventory 200 Started this period 1,800 Step 2 Total 2,000 Equivalent Units Direct Units accounted for: Materials Conversion Completed 1,600 1,600 1,600 Ending inventory 400 400 240 Total 2,000 2,000 1,840 3- 19 Step 5: Prepare a Production Report Section 2 of the Production Report CK Mondavi Process Costing Production Report (Weighted Average Method) Crushing, Fermenting, and Aging (CFA) Process For the Quarter Ended March 31, 2013 Step 3: Cost per equivalent unit Costs: Direct Costs to be accounted for: Materials Conversion Total Beginning inventory $ 84,000 $ 81,120 $ 165,120 Current period costs 810,000 918,000 1,728,000 Total cost 894,000 999,120 $ 1,893,120 Equivalent units ÷ 2,000 ÷ 1,840 Cost per equivalent unit $ 447 $ 543 $ 990 Cost accounted for: Step 4: Reconcile the total cost Cost of units completed $ 715,200 $ 868,800 $ 1,584,000 Ending inventory 178,800 130,320 309,120 Total $ 894,000 $ 999,120 $ 1,893,120 3- 20 Additional Factors in Processing Costing 1. We have not discussed process costing when the FIFO method is applied. This material in covered in Supplement 3A to this chapter. The only difference between the two methods is how we treat beginning inventory. 2. We have not considered how to account for subsequent departments in process costing. We did not look at extending our example to cover the Bottling Department. 3- 21 Supplement 3A FIFO Method PowerPoint Authors: Susan Coomer Galbreath, Ph.D., CPA Charles W. Caldwell, D.B.A., CMA Jon A. Booker, Ph.D., CPA, CIA Cynthia J. Rooney, Ph.D., CPA McGraw-Hill/Irwin Copyright © 2014 by The McGraw-Hill Companies, Inc. All rights reserved. Learning Objective 3-S1 Prepare a process costing production report using the first-in, first-out (FIFO) method. 3- 23 Step 1: Reconcile the Number of Physical Units FIFO assumes that the units in beginning inventory were completed first. So, not all units that were completed during the current period were started in the current period. 3- 24 Step 1: Reconcile the Physical Units Mondavi CFA Process Physical Flow Beginning Barrels in Process Barrels Started and Completed Ending Barrels in Process Total Barrels Accounted For 200 1,400 ? 400 2,000 Units Started and Completed = 2,000 ‒ 200 ‒ 400 = 1,400 OR Units Started and Completed = Units Completed ‒ Beginning Units = 1,600 – 200 = 1,400 OR Units Started and Completed = Units Started ‒ Ending Units = 1,800 – 400 = 1,400 3- 25 Step 2: Convert Physical Units into Equivalent Units Beginning inventory is 100% complete as to materials and 70% complete as to conversion. Complete as to materials 400 units × 60% = 240 200 units × 30% = 60 3- 26 Step 3: Calculate Cost per Equivalent Unit Cost per Equivalent Unit = Current Period Costs Equivalent Units 3- 27 Step 4: Reconcile the Total Cost of Work in Process Work in Process Inventory (CFA) Beginning costs: Direct materials 84,000 Mondavi CFA Process 84,000 Conversion costs 81,120 81,120 Cost of Ending Inventory Conversion Total Current period costs: 60 × 540 Materials 32,400 Equivalent units in Ending Inventory 400 240 Direct materials 810,000 1,400 × 450 630,000 Cost per Equivalent × $ 450 × $ 756,000 540 Conversion costs Unit918,000 1,400 × 540 Cost of Ending Inventory $ 180,000 + $ 1,583,520 129,600 = $ 309,600 Total cost 1,893,120 Ending Balance 309,600 Work in Process Inventory (Bottling) 1,583,520 3- 28 Step 4: Reconcile the Total Cost of Work in Process Inventory Section 1 of the Production Report CK Mondavi Process Costing Production Report (FIFO Method) Crushing, Fermenting, and Aging (CFA) Process For the Quarter Ended March 31, 2013 Step 1 Physical Units: Units Units to be accounted for: Beginning inventory 200 Started this period 1,800 Step 2 Total 2,000 Equivalent Units Direct Units accounted for: Materials Conversion Beginning work in process 200 60 Completed 1,400 1,400 1,400 Ending inventory 400 400 240 Total 2,000 1,800 1,700 3- 29 Step 5: Prepare a Production Report Section 2 of the Production Report CK Mondavi Process Costing Production Report (FIFO Method) Crushing, Fermenting, and Aging (CFA) Process For the Quarter Ended March 31, 2013 Step 3: Cost per equivalent unit Costs: Direct Materials Conversion Current period costs 810,000 918,000 Equivalent units ÷ 1,800 ÷ 1,700 Cost per equivalent unit $ 450 $ 540 Cost to be accounted for: Step 4: Reconcile the total cost Beginning work in process $ 84,000 $ 81,120 Current period costs 810,000 918,000 Total costs $ 894,000 $ 999,120 Cost accounted for: Beginning inventory balance $ 84,000 $ 81,120 Cost to complete beginning inv. 32,400 Started and completed 630,000 756,000 Ending inventory 180,000 129,600 Total costs $ 894,000 $ 999,120 Total $ 1,728,000 $ 990 $ 165,120 1,728,000 $ 1,893,120 $ 165,120 32,400 1,386,000 309,600 $ 1,893,120 3- 30 Supplement 3B Journal Entries for Process Costing PowerPoint Authors: Susan Coomer Galbreath, Ph.D., CPA Charles W. Caldwell, D.B.A., CMA Jon A. Booker, Ph.D., CPA, CIA Cynthia J. Rooney, Ph.D., CPA McGraw-Hill/Irwin Copyright © 2014 by The McGraw-Hill Companies, Inc. All rights reserved. Learning Objective 3-S2 Prepare journal entries to record the flow of manufacturing costs in a process cost system. 3- 32 Journal Entries for Process Costing Purchase of Raw Materials Mondavi purchased $900,000 of materials on account. Issue of Raw Material into Production Mondavi adds $810,000 of grapes to production. 3- 33 Journal Entries for Process Costing Recording Actual Labor Costs Mondavi incurred $108,000 actual labor costs: 3- 34 Journal Entries for Process Costing Record Manufacturing Overhead Costs Assume Mondavi applies $450 in manufacturing overhead to each barrel started in the CFA process. During the most recent period.1,800 barrels were started, resulting in $810,000 in applied overhead (1,800 barrels X $450 = $810,000). 3- 35 Journal Entries for Process Costing Record Actual Overhead Costs Mondavi incurred $800,000 in actual manufacturing overhead costs during the period 3- 36 Summary of Recorded Transactions Raw Materials Beg. Bal. = 0 Work in Process (CFA) Beg. Bal. = 0 Pur. = 900,000 Iss. = 810,000 Direct Labor DL = 108,000 Direct Mat. 810,000 DL = 108,000 MOH 810,000 Work in Process Bottling Manufacturing Overhead Actual 800.000 Applied 810,000 3- 37 Journal Entries for Process Costing Transfer from One Process to the Next Assume 1,800 barrels of wine are through the CFA process. At a cost of $990 per barrel, accountants would transfer $1,782,000 (1,800 X $990) from the Work in Process Inventory (CFA) account to the Work in Process Inventory (Bottling) account. 3- 38 Journal Entries for Process Costing Record Cost of Goods Completed When the product is through the last production process, the total manufacturing cost is transferred out of the last Work in Process Inventory account and into Finished Goods Inventory. In our winery example, each bottle of wine completed accumulates $3.75 in total manufacturing cost. When 460,000 bottles are completed, a total of $1,725,000 (460,000 X $3.75) is transferred to Finished Goods Inventory. 3- 39 Journal Entries for Process Costing Record Cost of Goods Sold and Sales Revenue When the product is sold, its total manufacturing cost is reported as cost of goods sold. If Mondavi sells 400,000 bottles, the total manufacturing cost of $1,500,000 (400,000 X $3.75) would be transferred from Finished Goods Inventory to Cost of Goods Sold. If the average sales price was $8.00 per bottle, the company would report $3,200,000 (400,000 X $8.00) in sales revenue. 3- 40 Weighted-Average Vs. FIFO Process Costing 3- 41 End of Chapter 3 3- 42