Chapter 3 Product Costing and Cost Accumulation in a Batch Production Environment McGraw-Hill/Irwin Copyright © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. Learning Objective 1 McGraw-Hill/Irwin Copyright © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. Product and Service Costing Financial Accounting Product costs are used to value inventory and to compute cost of goods sold. Managerial Accounting and Cost Management Product costs are used for planning, control, directing, and management decision making. 3-3 Learning Objective 2 McGraw-Hill/Irwin Copyright © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. Flow of Costs in Manufacturing Firm Work-in-Process Inventory Direct material cost Direct labor cost Manufacturing overhead Finished Goods Inventory Product cost transferred when product is finished Cost of Goods Sold Income Summary Expense closed into Income Summary at end of accounting period 3-5 Learning Objective 3 McGraw-Hill/Irwin Copyright © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. Types of Product-Costing Systems Process Costing Job-Order Costing Used for production of large, unique, high-cost items. Built to order rather than mass produced. Many costs can be directly traced to each job. TWO TYPES: Job-shop operations Products manufactured in very low volumes or at a time. one Batch-production operations Multiple products in batches of relatively small quantity. 3-7 Types of Product-Costing Systems Process Costing Job-Order Costing Typical job-order cost applications: Special-order printing Building construction Also used in service industry Hospitals Law firms 3-8 Types of Product-Costing Systems Process Costing Job-Order Costing Used for production of small, identical, low cost items. Mass produced in automated continuous production process. Costs cannot be directly traced to each unit of product. Typical process cost applications: Petrochemical refinery Paint manufacturer Paper mill 3-9 Accumulating Costs in a Job-Order Costing System The primary document for tracking the costs associated with a given job is the jobcost record. Let’s investigate using the AFB Company 3-10 Job-Order Cost Accounting Job Number F16 Date Started Nov. 1, 20x1 JOB-COST RECORD Description 80 deluxe alum. fishing boats Date Completed Nov. 22, 20x1 Number of Units Completed 80 Date Direct Material Requisition Number Quantity Unit Price Cost Date Requisition Number Direct Labor Quantity Unit Price Cost Date Manufacturing Overhead Requisition Number Quantity Unit Price Cost Cost Summary Cost Item Amount Total direct material Total direct labor Total manufacturing overhead Total cost Unit cost Date Shipping Summary Units Remaining Units Shipped in Inventory Cost Balance 3-11 Job-Order Cost Accounting Job Number F16 Date Started Nov. 1, 20x1 JOB-COST RECORD Description 80 deluxe alum. fishing boats Date Completed Nov. 22, 20x1 Number of Units Completed 80 Date Direct Material Requisition Number Quantity Unit Price Cost Date Requisition Number Direct Labor Quantity Unit Price Cost A materials requisition Date Unit Price form isCostused to Cost Summary authorize the use of Cost Item Amount Total direct material materials on a job. Total direct labor Manufacturing Overhead Requisition Number Quantity Total manufacturing overhead Total cost Unit cost Date Shipping Summary Units Remaining Units Shipped in Inventory Let’s see one Cost Balance 3-12 Job-Order Cost Accounting Requisition No. 352 Job Number to Be Charged F16 Department Supervisor Timothy Williams Item Aluminum Quantity 7,200 sq ft Authorized Signature Unit Cost $ 2.50 Date 11/1/x1 Dept. Painting $ Amount 18,000.00 Timothy Williams 3-13 Job-Order Cost Accounting Job Number F16 Date Started Nov. 1, 20x1 JOB-COST RECORD Description 80 deluxe alum. fishing boats Date Completed Nov. 22, 20x1 Number of Units Completed 80 Date 11/1/x1 Direct Material Requisition Number Quantity 352 7,200 sq ft Unit Price $2.50 Cost $18,000 Date Direct Labor Requisition Number Quantity Unit Price Cost Date Manufacturing Overhead Requisition Number Quantity Unit Price Cost Cost Summary Cost Item Total direct material Total direct labor Total manufacturing overhead Total cost Unit cost Date Amount $18,000 Shipping Summary Units Remaining Units Shipped in Inventory Cost Balance 3-14 Job-Order Cost Accounting Job Number F16 Date Started Nov. 1, 20x1 JOB-COST RECORD Description 80 deluxe alum. fishing boats Date Completed Nov. 22, 20x1 Number of Units Completed 80 Date 11/1 Direct Material Requisition Number Quantity 803 7,200 sq ft Date Requisition Number Date Manufacturing Overhead Requisition Number Quantity Direct Labor Quantity Cost Summary Cost Item Total direct material Total direct labor Total manufacturing overhead Total cost Unit cost Date Unit Price $2.50 Cost $18,000 Unit Price Cost Unit Price Cost Amount $18,000 Shipping Summary Units Remaining Units Shipped in Inventory Accumulate direct labor costs by means of a work record, such as a time ticket, for each employee. Let’s see one Cost Balance 3-15 Employee Time Ticket Employee Ron Bradley Employee Number 12 Time Started 8:00 11:30 1:00 Date 11/5/20x1 Department Painting Station Time Stopped 11:30 12:00 5:00 Job Number F16 Shop cleanup A26 3-16 Job-Order Cost Accounting Job Number F16 Date Started Nov. 1, 20x1 Date 11/1 Date Various dates Date JOB-COST RECORD Description 80 deluxe alum. fishing boats Date Completed Nov. 22, 20x1 Number of Units Completed 80 Direct Material Requisition Number Quantity 803 7,200 sq ft Time Cards Direct Labor Quantity Various time cards Manufacturing Overhead Requisition Number Quantity Cost Summary Cost Item Total direct material Total direct labor Total manufacturing overhead Total cost Unit cost Date 600 Unit Price $2.50 Cost $18,000 Unit Price Cost $20 $12,000 Unit Price Cost Amount $18,000 12,000 Shipping Summary Units Remaining Units Shipped in Inventory Cost Balance 3-17 Job-Order Cost Accounting Job Number F16 Date Started Nov. 1, 20x1 Date 11/1 Date Various dates Date JOB-COST RECORD Description 80 deluxe alum. fishing boats Date Completed Nov. 22, 20x1 Number of Units Completed 80 Direct Material Requisition Number Quantity 803 7,200 sq ft Unit Price $2.50 Cost $18,000 Direct Labor Requisition Number Quantity Unit Price Cost $20 $12,000 Unit Price Cost Various time cards 600 Manufacturing Overhead Requisition Number Quantity Cost Summary Cost Item Total direct material Total direct labor Total manufacturing overhead Total cost Unit cost Amount $18,000 12,000 Apply manufacturing overhead to jobs using a predetermined overhead rate based on direct labor hours (DLH). Shipping Summary Let’s do it Units Remaining Date Units Shipped in Inventory Cost Balance 3-18 Job-Order Cost Accounting Job Number F16 Date Started Nov. 1, 20x1 Date 11/1 Date Various dates Date 11/30 JOB-COST RECORD Description 80 deluxe alum. fishing boats Date Completed Nov. 22, 20x1 Number of Units Completed 80 Direct Material Requisition Number Quantity 803 7,200 sq ft Unit Price $2.50 Cost $18,000 Direct Labor Requisition Number Quantity Unit Price Cost $20 $12,000 Unit Price $30.00 Cost $18,000 Various time cards Manufacturing Overhead Requisition Number Quantity Direct Labor Hours 600 Cost Summary Cost Item Total direct material Total direct labor Total manufacturing overhead Total cost Unit cost Date 600 Amount $18,000 12,000 18,000 Shipping Summary Units Remaining Units Shipped in Inventory Cost Balance 3-19 Job-Order Cost Accounting Job Number F16 Date Started Nov. 1, 20x1 Date 11/1 Date Various dates Date 11/30 JOB-COST RECORD Description 80 deluxe alum. fishing boats Date Completed Nov. 22, 20x1 Number of Units Completed 80 Direct Material Requisition Number Quantity 803 7,200 sq ft Requisition Number Direct Labor Quantity Various time cards Manufacturing Overhead Requisition Number Quantity Direct Labor Hours 600 Cost Summary Cost Item Total direct material Total direct labor Total manufacturing overhead Total cost Unit cost Date 11/30 600 Unit Price $2.50 Cost $18,000 Unit Price Cost $20 $12,000 Unit Price $30.00 Cost $18,000 Amount $18,000 12,000 18,000 $48,000 $600 Shipping Summary Units Remaining Units Shipped in Inventory 60 20 Cost Balance $12,000 3-20 Job-Order Cost Accounting Job Number F16 Date Started Nov. 1, 20x1 Date 11/1 Date Various dates Date 11/30 JOB-COST RECORD Description 80 deluxe alum. fishing boats Date Completed Nov. 22, 20x1 Number of Units Completed 80 Direct Material Requisition Number Quantity 803 7,200 sq ft Requisition Number Direct Labor Quantity Various time cards Manufacturing Overhead Requisition Number Quantity Direct Labor Hours 600 Cost Summary Cost Item Total direct material Total direct labor Total manufacturing overhead Total cost Unit cost Date 11/30 600 Unit Price $2.50 Cost $18,000 Unit Price Cost $20 $12,000 Unit Price $30.00 Cost $18,000 Amount $18,000 12,000 18,000 $48,000 $600 Shipping Summary Units Remaining Units Shipped in Inventory 60 20 Cost Balance $12,000 3-21 Learning Objective 4 McGraw-Hill/Irwin Copyright © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. Manufacturing Overhead Costs Overhead is applied to jobs using a predetermined overhead rate (POHR) based on estimates made at the beginning of the accounting period. 1 Budgeted manufacturing overhead cost POHR = 2 Budgeted amount of cost driver (or activity base) Overhead applied = POHR × Actual activity Based on estimates, and determined before the period begins Actual amount of the allocation base, such as direct labor hours, incurred during the period 3-23 Manufacturing Overhead Costs Overhead is applied to jobs using a predetermined overhead rate (POHR) based on estimates made at the beginning of the accounting period. POHR = Budgeted manufacturing overhead cost Budgeted amount of cost driver (or activity base) Overhead applied = POHR × Actual activity Recall the Aluminum Boat example where: Overhead applied = $30 per DLH × 600 DLH = $18,000 3-24 Learning Objective 5 McGraw-Hill/Irwin Copyright © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. Job-Order Costing Document Flow Summary Let’s summarize the document flow we have been discussing in a job-order costing system. 3-26 Job-Order Costing Document Flow Summary Production Order for Job Material Requisition Labor Time Records The production order for the job authorizes the start of the production process. The materials requisition indicates the cost of direct material to charge to jobs and the cost of indirect material to charge to overhead. Employee time tickets indicate the cost of direct labor to charge to jobs and the cost of indirect labor to charge to overhead. Apply Manufacturing Overhead Actual Cost Driver (or Activity Base) X Predetermined Overhead Rate 3-27 Job-Order System Cost Flows Let’s examine the cost flows in a job-order costing system. We will use T-accounts and start with materials. 3-28 Job-Order System Cost Flows Raw Materials •Material •Direct Purchases Material •Indirect Material Work in Process (Job-Cost Record) •Direct Material Mfg. Overhead •Indirect Material 3-29 Job-Order System Cost Flows Next let’s add labor costs and applied manufacturing overhead to the job-order cost flows. Are you with me? 3-30 Job-Order System Cost Flows Wages Payable •Direct Labor •Indirect Labor Work in Process (Job-Cost Record) •Direct Material •Direct Labor Mfg. Overhead •Indirect Material •Indirect Labor 3-31 Job-Order System Cost Flows Wages Payable •Direct Labor •Indirect Labor Mfg. Overhead •Indirect •Overhead Material Applied to Work in •Indirect Process Labor Work in Process (Job-Cost Record) •Direct Material •Direct Labor •Overhea d Applied If actual and applied manufacturing overhead are not equal, a year-end adjustment is required. We will look at the procedure to accomplish this later. 3-32 Job-Order System Cost Flows Now let’s complete the goods and sell them. Still with me? 3-33 Job-Order System Cost Flows Work in Process (Job-Cost Record) •Direct Material •Direct Labor •Overhea d Applied •Cost of Goods Mfd. Finished Goods •Cost of Goods Mfd. •Cost of Goods Sold Cost of Goods Sold •Cost of Goods Sold 3-34 Job-Order System Cost Flows Let’s return to AFB Company and see what we will do if actual and applied overhead are not equal. 3-35 Overhead Application Example Actual Overhead costs for the year: $5,050,000 Actual direct labor hours worked for the year: 170,000 Applied Overhead = POHR × Actual Direct Labor Hours Applied Overhead = $30.00 per DLH × 170,000 DLH = $5,100,000 Applied overhead exceeds actual overhead by $50,000 This difference is called overapplied overhead. 3-36 Overapplied and Underapplied Manufacturing Overhead $50,000 may be allocated to these accounts. $50,000 may be closed directly to cost of goods sold. OR Work in Process Finished Goods Cost of Goods Sold Cost of Goods Sold AFB Company’s Method 3-37 Overapplied and Underapplied Manufacturing Overhead AFB’s Cost of Goods Sold for the year Actual Overhead overhead Applied costs to jobs Unadjusted Balance $50,000 Adjusted Balance AFB’s Mfg. Overhead for the year $5,050,000 $50,000 $5,100,000 $50,000 overapplied 3-38 Overapplied and Underapplied Manufacturing Overhead Summary Alternative 1 If Manufacturing Overhead is . . . UNDERAPPLIED (Applied OH is less than actual OH) OVERAPPLIED (Applied OH is greater than actual OH) Allocation Alternative 2 Close to Cost of Goods Sold INCREASE Work in Process Finished Goods Cost of Goods Sold INCREASE Cost of Goods Sold DECREASE Work in Process Finished Goods Cost of Goods Sold DECREASE Cost of Goods Sold 3-39 Learning Objective 6 McGraw-Hill/Irwin Copyright © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. Schedule of Cost of Goods Manufactured Schedule of Cost of Goods Manufactured Direct material: Raw material inventory, beginning Add: Raw material purchases Raw material available for use Deduct: Raw material, ending Raw material used $xxx xxx $xxx xxx $xxx Direct labor Manufacturing overhead Indirect material Indirect labor Other actual overhead charges Total actual manufacturing overhead Add: Overapplied overhead or Deduct: Underapplied overhead Overhead applied to work-in-process Total manufacturing costs Add: Work-in-process inventory, beginning Subtotal Deduct: Work-in-process inventory, ending Cost of goods manufactured xxx $xxx xxx xxx $xxx xxx xxx $xxx xxx $xxx xxx $xxx 3-41 Schedule of Cost of Goods Sold Schedule of Cost of Goods Sold Finished goods inventory, beginning Add: Cost of goods manufactured* Cost of goods available for sale Deduct: Finished goods inventory, ending Cost of goods sold Add: Underapplied overhead or Deduct: Overapplied overhead Cost of goods sold (adjusted) $xxx xxx $xxx xxx $xxx xxx $xxx * From Cost of Goods Manufactured Schedule 3-42 Actual and Normal Costing Actual direct material and direct labor combined with actual overhead. Actual direct material and direct labor combined with predetermined overhead. Using a predetermined rate makes it possible to estimate total job costs sooner. Actual overhead for the period is not known until the end of the period. 3-43 Learning Objective 7 McGraw-Hill/Irwin Copyright © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. Two-Stage Cost Allocation Stage One: Costs assigned to pools Cost pools Indirect Labor Indirect Materials Other Overhead Department 1 Department 2 Department 3 3-45 Departmental Overhead Rates Stage One: Costs assigned to pools Cost pools Stage Two: Costs applied to products Indirect Labor Indirect Materials Other Overhead Department 1 Department 2 Department 3 Direct Labor Hours Machine Hours Raw Materials Cost Products Departmental Allocation Bases 3-46 Learning Objective 8 McGraw-Hill/Irwin Copyright © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. Job-Order Costing in Nonmanufacturing Organizations THE JOB Cases Missions Programs Contracts 3-48 Changing Technology in Manufacturing Operations • Computerized data interchange has eliminated much of the paperwork associated with job-order cost systems. • Scanning devices have simplified data entry to record material and labor use. 3-49 End of Chapter 3 3-50