Chapter 4 Systems Design: Process Costing Solutions to Questions 4-1 A process costing system is appropriate when a homogeneous product is produced on a continuous basis. 4-2 Process costing and job-order costing are similar in the following ways: 1. Both systems have the same basic purposes, which are to assign materials, labor, and overhead cost to products and to provide a mechanism for computing unit costs. 2. Both systems use the same basic accounts. 3. Cost flows through the accounts in basically the same way in both systems. 4-3 Costs are accumulated by department in a process costing system. 4-4 Cost accumulation is simpler under process costing because costs only need to be identified by department—not by separate job. Usually a company has only a few departments, whereas there can be hundreds or even thousands of jobs in a job-order costing system. 4-5 A Work in Process account is maintained for each separate processing department in a process costing system. 4-6 The journal entry to transfer the costs of partially completed goods from the Mixing Department to the Firing Department would be: 4-7 The costs that might be added to the Firing Department’s Work in Process account would include: (1) cost transferred in from the Mixing Department, (2) materials cost, (3) labor cost, and (4) overhead cost. 4-8 Under the weighted-average method, the equivalent units of production consist of units transferred to the next department (or to finished goods) during the period plus the equivalent units in the department’s ending Work in Process inventory. 4-9 A quantity schedule shows the physical flow of units through a department during a period. It serves several purposes. First, it provides the manager with information about activity in his or her department and also shows the manager the stage of completion of any inprocess units. Second, it provides data for computing the equivalent units and for preparing the other parts of the production report. 4-10 A unit of product accumulates cost in each department that it passes through, with the costs of one department added to the costs of the preceding department in a snowballing fashion. Work in Process, Firing ...................................... XXXX Work in Process, Mixing .............................. XXXX © The McGraw-Hill Companies, Inc., 2005. All rights reserved. Solutions Manual, Chapter 4 137 Brief Exercise 4-1 (30 minutes) a. To record issuing raw materials for use in production: Work in Process—Molding Department ......... $28,000 Work in Process—Firing Department............. $5,000 Raw Materials ....................................... $33,000 b. To record direct labor costs incurred: Work in Process—Molding Department ......... Work in Process—Firing Department............. Wages Payable ..................................... $18,000 $5,000 $23,000 c. To record applying manufacturing overhead: Work in Process—Molding Department ......... Work in Process—Firing Department............. Manufacturing Overhead ....................... $24,000 $37,000 $61,000 d. To record transfer of unfired, molded bricks from the Molding Department to the Firing Department: Work in Process—Firing Department............. $67,000 Work in Process—Molding Department ... $67,000 e. To record transfer of finished bricks from the Firing Department to the finished goods warehouse: Finished Goods............................................ $108,000 Work in Process—Firing Department ...... $108,000 f. To record Cost of Goods Sold: Cost of Goods Sold ...................................... Finished Goods ..................................... $106,000 $106,000 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. 138 Introduction to Managerial Accounting, 2nd Edition Brief Exercise 4-2 (10 minutes) Weighted-Average Method Equivalent Units Materials Conversion Units transferred to the next department ........................ 410,000 Work in process, October 31: 30,000 units × 70% .................................................... 21,000 30,000 units × 50% .................................................... Equivalent units ............................................................. 431,000 410,000 15,000 425,000 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. Solutions Manual, Chapter 4 139 Brief Exercise 4-3 (15 minutes) Weighted-Average Method 1. Work in process, May 1 ...................................................... Started into production during May ..................................... Total kilograms in process .................................................. Deduct work in process, May 31 .......................................... Completed and transferred out during May .......................... 2. Kilograms to be accounted for: Work in process, May 1 (materials 80% complete; conversion 20% complete) ............................................ Started into production during the month .......................... Total kilograms to be accounted for .................................... Kilograms accounted for as follows: Transferred out during the month ..................................... Work in process, May 31 (materials 40% complete; conversion 10% complete) ............................................ Total kilograms accounted for ............................................. 80,000 300,000 380,000 50,000 330,000 80,000 300,000 380,000 330,000 50,000 380,000 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. 140 Introduction to Managerial Accounting, 2nd Edition Brief Exercise 4-4 (15 minutes) 1. Materials Labor Work in process, May 1 .................................................. $ 14,550 $23,620 Cost added during May ................................................... 88,350 14,330 Total cost (a) ................................................................. $102,900 $37,950 Equivalent units of production (b) ................................... 1,200 1,100 Cost per equivalent unit (a) ÷ (b) ................................... $85.75 $34.50 2. Overhead $118,100 71,650 $189,750 1,100 $172.50 Cost per EU for materials ................................................ $ 85.75 Cost per EU for labor ...................................................... 34.50 Cost per EU for overhead ................................................ 172.50 Total cost per EU ........................................................... $292.75 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. Solutions Manual, Chapter 4 141 Brief Exercise 4-5 (30 minutes) 1. Computation of the total cost per EU: Cost per EU for materials ................................................ $24.00 Cost per EU for labor ...................................................... 7.00 Cost per EU for overhead ................................................ 14.00 Total cost per EU ........................................................... $45.00 2. Computation of equivalent units in ending inventory: Materials Labor Units in ending inventory ................................................ 1,500 1,500 Percentage completed .................................................... 90% 40% Equivalent units of production ......................................... 1,350 600 Overhead 1,500 40% 600 3. Cost Reconciliation Total Cost Materials Labor Overhead Cost accounted for as follows: Transferred to the next department: 18,000 units at $45.00 per unit ............................................................ $810,000 18,000 18,000 18,000 Work in process, ending: Materials, at $24.00 per EU .......................................... 32,400 1,350 Labor, at $7.00 per EU ................................................. 4,200 600 Overhead, at $14.00 per EU ......................................... 8,400 600 Total work in process ..................................................... 45,000 Total cost ...................................................................... $855,000 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. 142 Introduction to Managerial Accounting, 2nd Edition Exercise 4-6 (15 minutes) Work in Process—Mixing ................................................ 330,000 Raw Materials Inventory ........................................... 330,000 Work in Process—Mixing ................................................ 260,000 Work in Process—Baking ................................................ 120,000 Wages Payable ......................................................... 380,000 Work in Process—Mixing ................................................ 190,000 Work in Process—Baking ................................................ 90,000 Manufacturing Overhead ........................................... 280,000 Work in Process—Baking ................................................ 760,000 Work in Process—Mixing ........................................... 760,000 Finished Goods .............................................................. 980,000 Work in Process—Baking ........................................... 980,000 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. Solutions Manual, Chapter 4 143 Exercise 4-7 (20 minutes) Weighted-Average Method Quantity Schedule Pounds to be accounted for: Work in process, May 1 (materials 100% complete, labor and overhead 55% complete) .......................................... 30,000 Started into production during May .............................. 480,000 Total pounds to be accounted for ................................... 510,000 Equivalent Units Labor & Materials Overhead Pounds accounted for as follows: Transferred to Packing Department during May* ............................................................. 490,000 490,000 Work in process, May 31 (materials 100% complete, labor and overhead 90% complete) .......................................... 20,000 20,000 Total pounds accounted for ............................................ 510,000 510,000 490,000 18,000 508,000 *30,000 + 480,000 – 20,000 = 490,000. © The McGraw-Hill Companies, Inc., 2005. All rights reserved. 144 Introduction to Managerial Accounting, 2nd Edition Exercise 4-8 (30 minutes) Weighted-Average Method 1. For the sake of brevity, only the portion of the quantity schedule from which the equivalent units are computed is shown below. Quantity Schedule Equivalent Units (EU) Materials Conversion Units accounted for as follows: Transferred to the next process .................................... 300,000 300,000 Work in process, June 30 (materials 50% complete, conversion 25% complete) ................................................................. 40,000 20,000 Total units accounted for ................................................ 340,000 320,000 2. Total Cost Materials Cost to be accounted for: Work in process, June 1 ............................................... $ 71,500 $ 56,600 Cost added by the department ..................................... 599,500 385,000 Total cost to be accounted for (a) ................................... $671,000 $441,600 Equivalent units (b) ........................................................320,000 Cost per equivalent unit (a) ÷ (b).................................... $1.38 + 300,000 10,000 310,000 Conversion $ 14,900 214,500 $229,400 310,000 $0.74 = Whole Unit $2.12 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. Solutions Manual, Chapter 4 145 Exercise 4-9 (20 minutes) Weighted-Average Method Total Cost Equivalent Units (EU) Materials Conversion Cost accounted for as follows: Transferred to the next process: 300,000 units at $2.12 each ...................................... $636,000 300,000 Work in process, June 30: Materials, at $1.38 per EU ......................................... 27,600 20,000 Conversion, at $0.74 per EU ...................................... 7,400 Total work in process .................................................. 35,000 Total cost accounted for ................................................. $671,000 300,000 10,000 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. 146 Introduction to Managerial Accounting, 2nd Edition Exercise 4-10 (30 minutes) Weighted-Average Method 1. Quantity Schedule Gallons to be accounted for: Work in process, May 1 (materials 80% complete, labor and overhead 75% complete) ................................................................. 80,000 Started into production ................................................ 760,000 Total gallons accounted for ............................................. 840,000 Equivalent Units Materials Labor Overhead Gallons accounted for as follows: Transferred to the next department ............................................................... 790,000 790,000 790,000 Work in process, May 31 (materials 60% complete, labor and overhead 20% complete) ................................................................. 50,000 30,000 10,000 Total gallons accounted for ............................................. 840,000 820,000 800,000 790,000 10,000 800,000 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. Solutions Manual, Chapter 4 147 Exercise 4-10 (continued) 2. Total Costs Materials Labor Overhead Cost to be accounted for: Work in process, May 1 ................................................ $ 146,600 $ 68,600 $ 30,000 $ 48,000 Cost added during the month ...................................................................... 1,869,200 907,200 370,000 592,000 Total cost to be accounted for (a) ......................................................................... $2,015,800 $975,800 $400,000 $640,000 Equivalent units (b) ........................................................ — 820,000 800,000 800,000 Cost per equivalent unit (a) ÷ (b) ..................................................................... $1.19 + $0.50 + $0.80 = Whole Unit $2.49 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. 148 Introduction to Managerial Accounting, 2nd Edition Problem 4-11 (30 minutes) Weighted-Average Method 1. The computation of equivalent units would be: Quantity Equivalent Units (EU) Schedule Materials Labor Overhead Units accounted for as follows: Transferred to the next department .............................................................. 35,600 35,600 35,600 Work in process, April 30 (materials 80% complete, labor and overhead 60% complete) ................................................................ 7,400 5,920 4,440 Total units and equivalent units of production ................................................... 43,000 41,520 40,040 35,600 4,440 40,040 2. The cost reconciliation follows: Total Cost Equivalent Units (EU) Materials Labor Overhead Cost accounted for as follows: Transferred to the next department: 35,600 units × $2.90 per unit .......................................................... $103,240 35,600 35,600 Work in process, April 30: Materials, at $0.50 per EU ......................................... 2,960 5,920 Labor, at $1.10 per EU .............................................. 4,884 4,440 Overhead, at $1.30 per EU ........................................ 5,772 Total work in process .................................................. 13,616 Total cost ................................................................... $116,856 35,600 4,440 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. Solutions Manual, Chapter 4 149 Problem 4-12 (45 minutes) Weighted-Average Method 1. The equivalent units for the month would be: Quantity Schedule Equivalent Units (EU) Materials Conversion Units accounted for as follows: Transferred to next department ................................... 92,000 92,000 Work in process, May 30 (materials 75% complete; conversion 50% complete) ........................................ 14,000 10,500 Total units and equivalent units of production............................................................ 106,000 102,500 2. Total Cost Materials 92,000 7,000 99,000 Conversion Work in process, May 1 .................................................. $ 16,400 $ 5,900 $ 10,500 Cost added during the month ......................................................................... 431,200 194,200 237,000 Total cost (a) ................................................................. $447,600 $200,100 $247,500 Equivalent units of production (b) ............................................................. 102,500 99,000 Cost per EU (a) ÷ (b) ..................................................... $1.95 + $2.50 = Whole Unit $4.45 3. Total units transferred .................................................... 92,000 Less units in the beginning inventory ............................... 6,000 Units started and completed during May .......................... 86,000 4. No, the manager should not be rewarded for good cost control. The reason for the Mixing Department’s low unit cost for May is traceable to the fact that costs of the prior month have been averaged in with May’s costs in computing the lower, $1.95 per unit figure. This is a major criticism of the weighted-average method in that the figures computed for product costing purposes can’t be used to evaluate cost control or measure performance for the current period. © The McGraw-Hill Companies, Inc., 2005. All rights reserved. 150 Introduction to Managerial Accounting, 2nd Edition Problem 4-13 (60 minutes) Weighted-Average Method Quantity Schedule and Equivalent Units Quantity Schedule Units to be accounted for: Work in process, April 1 (materials 85% complete; conversion 60% complete) ................................................................ 7,000 Started into production ................................................ 88,000 Total units .................................................................. 95,000 Equivalent Units (EU) Materials Conversion Units accounted for as follows: Transferred to bottling: ............................................... 82,000 82,000 Work in process, April 30 (materials 60% complete, conversion 20% complete) ........................................ 13,000 7,800 Total units and equivalent units of production............................................................... 95,000 89,800 5 82,000 2,600 84,600 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. Solutions Manual, Chapter 4 151 Problem 4-13 (continued) Costs per Equivalent Unit Total Cost Materials Conversion Cost to be accounted for: Work in process, April 1 ............................................... $ 14,800 $ 6,800 Cost added during April ............................................... 249,730 105,450 Total cost (a) .............................................................. $264,530 $112,250 Equivalent units of production (b) ................................... Cost per EU (a) ÷ (b) ..................................................... Whole Unit $ 8,000 144,280 $152,280 89,800 84,600 $1.25 + $1.80 = $3.05 Cost Reconciliation Total Cost Cost accounted for as follows: Transferred to bottling: 82,000 units × $3.05 per unit .................................... $250,100 Work in process, April 30: Materials, at $1.25 per EU ......................................... 9,750 Conversion, at $1.80 per EU ...................................... 4,680 Total work in process .................................................. 14,430 Total cost ................................................................... $264,530 Equivalent Units (EU) Materials Conversion 82,000 7,800 82,000 2,600 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. 152 Introduction to Managerial Accounting, 2nd Edition Problem 4-14 (60 minutes) Weighted-Average Method 1. 2., and 3. Quantity Schedule and Equivalent Units Quantity Schedule Units to be accounted for: Work in process, July 1 (materials 100% complete; labor and overhead 90% complete) .......................................... 15,000 Started into production ................................................ 160,000 Total units .................................................................. 175,000 Equivalent Units (EU) Materials Labor Overhead Units accounted for as follows: Transferred out ........................................................... 155,000 155,000 155,000 155,000 Work in process, July 31 (materials 40% complete; labor and overhead 10% complete) .......................................... 20,000 8,000 2,000 2,000 Total units and equivalent units of production ................................................... 175,000 163,000 157,000 157,000 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. Solutions Manual, Chapter 4 153 Problem 4-14 (continued) Cost per Equivalent Unit Total Cost Materials Cost to be accounted for: Work in process, July 1 ................................................ $ 53,120 $ 14,100 Cost added during the month ....................................... 558,660 142,380 Total cost (a) ............................................................... $611,780 $156,480 Equivalent units of production (b).................................... 163,000 Cost per EU (a) ÷ (b) ..................................................... $0.96 + Cost Reconciliation Labor Overhead $ 22,680 237,940 $260,620 157,000 $ 16,340 178,340 $194,680 157,000 $1.66 + Whole Unit $1.24 = $3.86 Equivalent Units (EU) Total Cost Materials Cost accounted for as follows: Transferred out: 155,000 units × $3.86 per unit .......................................................................... $598,300 155,000 Work in process, July 31: Materials, at $0.96 per EU.......................................... 7,680 8,000 Labor, at $1.66 per EU .............................................. 3,320 Overhead, at $1.24 per EU ........................................ 2,480 Total work in process ................................................... 13,480 Total cost .................................................................... $611,780 Labor Overhead 155,000 155,000 2,000 2,000 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. 154 Introduction to Managerial Accounting, 2nd Edition Problem 4-15 (75 minutes) Weighted-Average Method 1. A completed production report follows: Quantity Schedule and Equivalent Units Quantity Schedule Units to be accounted for: Work in process, March 1 (materials 100% complete; labor and overhead 60% complete) .................................... 4,500 Started into production ................................................ 56,800 Total Units .................................................................. 61,300 Equivalent Units (EU) Labor & Materials Overhead Units accounted for as follows: Transferred to mixing................................................... 58,400 58,400 Work in process, March 31 (materials 100% complete; labor and overhead 70% complete) .................................... 2,900 2,900 Total Units and equivalent units of production ................................................................ 61,300 61,300 58,400 2,030 60,430 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. Solutions Manual, Chapter 4 155 Problem 4-15 (continued) Cost per Equivalent Unit Total Cost Labor & Overhead Materials Cost to be accounted for: Work in process, March 1 ............................................ $ 12,365 $ 9,125 Cost added during March ............................................. 188,794 113,475 Total cost (a) .............................................................. $201,159 $122,600 Equivalent units of production (b) ................................... Cost per EU (a) ÷ (b) ..................................................... Cost Reconciliation Whole Unit $ 3,240 75,319 $78,559 61,300 $2.00 + 60,430 $1.30 = $3.30 Equivalent Units (EU) Total Labor & Cost Materials Overhead Cost accounted for as follows: Transferred to mixing: 58,400 units × $3.30 per unit ........................................................... $192,720 58,400 Work in process, March 31: Materials, at $2.00 per EU ............................................ 5,800 2,900 Labor and overhead, at $1.30 per EU ............................ 2,639 Total work in process ................................................... 8,439 Total cost ....................................................................... $201,159 58,400 2,030 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. 156 Introduction to Managerial Accounting, 2nd Edition Problem 4-15 (continued) 2. In computing unit costs, the weighted-average method mixes costs of the prior period in with current period costs. Thus, under the weightedaverage method, unit costs are influenced to some extent by what happened in a prior period. This problem becomes particularly significant when attempting to measure performance in the current period. Good cost control in the current period might be concealed to some degree by the unit costs that have been brought forward in the beginning inventory. The reverse could also be true in that poor cost control during a period might be concealed somewhat (or entirely) by the costs of the prior period that have been brought forward and added in with current period costs. © The McGraw-Hill Companies, Inc., 2005. All rights reserved. Solutions Manual, Chapter 4 157 Problem 4-16 (90 minutes) Weighted-Average Method 1. The equivalent units would be: Materials Labor Overhead Units completed during the year ............................................................ 635,000 635,000 635,000 Work in process, December 31: 30,000 units × 100% ....................................................................... 30,000 30,000 units × 80% ......................................................................... 24,000 24,000 Total equivalent units (a) ...................................................................... 665,000 659,000 659,000 The costs per equivalent unit would be: Materials Labor Overhead Work in process, January 1 .................................................................... $ 18,000 $ 9,555 $ 7,644 * Cost added during the year ............................................................ 979,500 616,495 493,196 ** Total costs (b)................................................................ $997,500 $626,050 $500,840 Whole Unit Cost per EU (b) ÷ (a) ..................................................................... $1.50 + $0.95 + $0.76 = $3.21 * $9,555 × 80% = $7,644 ** $616,495 × 80% = $493,196 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. 158 Introduction to Managerial Accounting, 2nd Edition Problem 4-16 (continued) 2. The amount of cost that should be assigned to the ending inventories is: Work in Process Finished Goods Work in process: Materials: 30,000 units × $1.50 per unit .................................... $45,000 Labor: 24,000 EU × $0.95 per EU ......................................... 22,800 Overhead: 24,000 EU × $0.76 per EU ......................................... 18,240 Finished goods: 12,000 units × $3.21 per unit ....................................... $38,520 Total cost that should be assigned to inventories .............................................................. $86,040 $38,520 Total $ 45,000 22,800 18,240 38,520 $124,560 3. The necessary adjustments would be: Work in Process Finished Goods Cost that should be assigned to inventories (above) ...................................................... $86,040 $ 38,520 Year-end balances in the accounts .................................. 85,000 60,000 Difference ...................................................................... $ 1,040 $(21,480) Debit Total $ 124,560 145,000 $(20,440) Credit Work in Process Inventory .............................................. 1,040 Cost of Goods Sold ......................................................... 20,440 Finished Goods ......................................................... 21,480 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. Solutions Manual, Chapter 4 159 Problem 4-16 (continued) 4. The simplest computation of the cost of goods sold would be: Beginning finished goods inventory ................................. 0 Units completed during the year...................................... 635,000 Units available for sale .................................................... 635,000 Less units in ending finished goods inventory ...................12,000 Units sold during the year ............................................... 623,000 Cost per equivalent unit (from part 1) ............................. × $3.21 Cost of goods sold .......................................................... $1,999,830 Alternative computation: Total manufacturing cost incurred: Materials (part 1) ......................................................... $ 997,500 Labor (part 1) .............................................................. 626,050 Overhead (part 1) ........................................................ 500,840 Total manufacturing cost ................................................ 2,124,390 Less cost assigned to inventories (part 2) ........................ 124,560 Cost of goods sold .......................................................... $1,999,830 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. 160 Introduction to Managerial Accounting, 2nd Edition Problem 4-17 (120 minutes) Weighted-Average Method 1. a. Work in Process—Bending Department ............................ 394,210 Work in Process—Drilling Department ............................. 100,800 Raw Materials ........................................................... 495,010 b. Work in Process—Bending Department ............................ 638,144 Work in Process—Drilling Department ............................. 250,600 Salaries and Wages Payable ...................................... 888,744 c. Manufacturing Overhead ................................................ 685,000 Accounts Payable ...................................................... 685,000 d. Work in Process—Bending Department ............................ 493,584 Manufacturing Overhead ........................................... 493,584 Work in Process—Drilling Department ............................. 189,000 Manufacturing Overhead ........................................... 189,000 e. Work in Process—Drilling Department ............................. 1,536,990 Work in Process—Bending Department....................... 1,536,990 f. Finished Goods .............................................................. 1,650,000 Work in Process—Drilling Department ........................ 1,650,000 g. Accounts Receivable ....................................................... 2,700,000 Sales ........................................................................ 2,700,000 Cost of Goods Sold ......................................................... 1,600,000 Finished Goods ......................................................... 1,600,000 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. Solutions Manual, Chapter 4 161 Problem 4-17 (continued) 2. (g) Accounts Receivable 2,700,000 Bal. (a) (b) (d) Bal. Work in Process Bending Department 45,369 1,536,990 394,210 638,144 493,584 34,317 Bal. (f) Bal. Finished Goods 110,000 1,600,000 1,650,000 160,000 Accounts Payable 685,000 Sales 2,700,000 Bal. Bal. (e) (g) Work in Process Drilling Department Bal. 10,000 1,650,000 (a) 100,800 (b) 250,600 (d) 189,000 (e) 1,536,990 Bal. 437,390 (a) (f) Manufacturing Overhead (c) 685,000 682,584 (d) Bal. 2,416 Salaries and Wages Payable 888,744 (b) (c) (g) Raw Materials 500,000 495,010 4,990 (g) Cost of Goods Sold 1,600,000 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. 162 Introduction to Managerial Accounting, 2nd Edition Problem 4-17 (continued) 3. The production report for the Bending Department follows: Quantity Schedule and Equivalent Units Quantity Schedule Units to be accounted for: Work in process, May 1 (materials 80% complete, labor and overhead 60% complete) ............ 12,000 Started into production ................................................ 270,000 Total units ................................................................... 282,000 Equivalent Units (EU) Materials Labor Overhead Units accounted for as follows: Transferred to Drilling: 273,000 * 273,000 273,000 Work in process, May 31 (materials 90% complete, labor and overhead 60% complete) ............9,000 8,100 5,400 Total units and equivalent units of production ............... 282,000 281,100 278,400 273,000 5,400 278,400 * 282,000 units – 9,000 units = 273,000 units © The McGraw-Hill Companies, Inc., 2005. All rights reserved. Solutions Manual, Chapter 4 163 Problem 4-17 (continued) Costs per Equivalent Unit Total Cost Materials Cost to be accounted for: Work in process, May 1 ............................................... $ 45,369 $ 13,385 Cost added during May ................................................ 1,525,938 394,210 Total cost (a) .............................................................. $1,571,307 $407,595 Equivalent units of production (b) ................................... 281,100 Cost per EU (a) ÷ (b) .....................................................$1.45 + Labor Overhead $ 18,880 638,144 $657,024 $ 13,104 493,584 $506,688 278,400 $2.36 + Whole Unit 278,400 $1.82 = $5.63 Cost Reconciliation Total Cost Equivalent Units (EU) Materials Labor Overhead Cost accounted for as follows: Transferred to Drilling: 273,000; × $5.63 per unit ....................................................... $1,536,990 273,000 Work in process, May 31: Materials, at $1.45 per EU ......................................... 11,745 8,100 Labor, at $2.36 per EU .............................................. 12,744 Overhead, at $1.82 per EU ........................................ 9,828 Total work in process .................................................. 34,317 Total cost ................................................................... $1,571,307 273,000 5,400 273,000 5,400 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. 164 Introduction to Managerial Accounting, 2nd Edition Problem 4-18 (120 minutes) Weighted-Average Method 1. a. Work in Process—Drying Department .............................. 540,460 Work in Process—Salting Department .............................. 295,000 Raw Materials ........................................................... 835,460 b. Work in Process—Drying Department .............................. 397,970 Work in Process—Salting Department .............................. 201,000 Salaries and Wages Payable ...................................... 598,970 c. Manufacturing Overhead ................................................ 542,000 Accounts Payable ...................................................... 542,000 d. Work in Process—Drying Department .............................. 208,170 Work in Process—Salting Department .............................. 340,000 Manufacturing Overhead ........................................... 548,170 e. Work in Process—Salting Department .............................. 1,200,000 Work in Process—Drying Department ......................... 1,200,000 f. Finished Goods .............................................................. 1,980,000 Work in Process—Salting Department......................... 1,980,000 g. Accounts Receivable ....................................................... 2,500,000 Sales ........................................................................ 2,500,000 Cost of Goods Sold ......................................................... 1,930,000 Finished Goods ......................................................... 1,930,000 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. Solutions Manual, Chapter 4 165 Problem 4-18 (continued) 2. (g) Accounts Receivable 2,500,000 Bal. (a) (b) (d) Bal. Work in Process Drying Department 97,400 1,200,000 540,460 397,970 208,170 44,000 Bal. (f) Bal. Finished Goods 57,000 1,930,000 1,980,000 107,000 Accounts Payable 542,000 Sales 2,500,000 Bal. Bal. (e) (g) Work in Process Salting Department Bal. 33,000 1,980,000 (a) 295,000 (b) 201,000 (d) 340,000 (e) 1,200,000 Bal. 89,000 (a) (f) Manufacturing Overhead (c) 542,000 548,170 (d) 6,170 Bal. Salaries and Wages Payable 598,970 (b) (c) (g) Raw Materials 850,000 835,460 14,540 (g) Cost of Goods Sold 1,930,000 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. 166 Introduction to Managerial Accounting, 2nd Edition Problem 4-18 (continued) 3. The production report for the Drying Department follows: Quantity Schedule and Equivalent Units Quantity Schedule Pounds to be accounted for: Work in process, December 1 (materials 90% complete, labor and overhead 80% complete) ............ 19,000 Started into production ................................................ 191,000 * Total pounds ............................................................... 210,000 Pounds accounted for as follows: Transferred to Salting: ................................................. 200,000 Work in process, December 31 (materials 100% complete, labor and overhead 50% complete) ............ 10,000 Total pounds and equivalent units of production ............ 210,000 Equivalent Units (EU) Materials Labor Overhead 200,000 200,000 200,000 10,000 210,000 5,000 205,000 5,000 205,000 * (200,000 pounds + 10,000 pounds) – 19,000 pounds = 191,000 pounds started © The McGraw-Hill Companies, Inc., 2005. All rights reserved. Solutions Manual, Chapter 4 167 Problem 4-18 (continued) Cost per Equivalent Unit Total Cost Materials Cost to be accounted for: Work in process, December 1 ...................................... $ 97,400 $ 47,540 Cost added during December ....................................... 1,146,600 540,460 Total cost (a) .............................................................. $1,244,000 $588,000 Equivalent units of production (b) ................................... 210,000 Cost per EU (a) ÷ (b) ..................................................... $2.80 + Cost Reconciliation Total Cost Labor Overhead $ 32,530 397,970 $430,500 $ 17,330 208,170 $225,500 205,000 $2.10 + Whole Unit 205,000 $1.10 = $6.00 Equivalent Units (EU) Materials Labor Overhead Cost accounted for as follows: Transferred to Salting: 200,000 pounds at $6.00 per pound ....................................... $1,200,000 200,000 Work in process, December 31: Materials, at $2.80 per EU ......................................... 28,000 10,000 Labor, at $2.10 per EU .............................................. 10,500 Overhead, at $1.10 per EU ........................................ 5,500 Total work in process .................................................. 44,000 Total cost ................................................................... $1,244,000 200,000 5,000 200,000 5,000 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. 168 Introduction to Managerial Accounting, 2nd Edition Analytical Thinking (90 minutes) Weighted-Average Method 1. The revised production report follows: Quantity Schedule and Equivalent Units Quantity Schedule Units to be accounted for: Work in process, October 1 (material 100% complete, conversion 7/8 complete) ................................................................. 8,000 Received from the preceding department* ............................................................. 97,000 Total units to be accounted for .............................................................. 105,000 Equivalent Units (EU) Transferred ConverIn Materials sion Units accounted for as follows: Transferred to Stamping............................................... 100,000 100,000 100,000 Work in process, October 31 (material 0% complete, conversion 2/5 complete) ....................................................... 5,000 5,000 month — Total units accounted for ................................................ 105,000 105,000 100,000 100,000 2,000 102,000 *100,000 + 5,000 – 8,000 = 97,000. © The McGraw-Hill Companies, Inc., 2005. All rights reserved. Solutions Manual, Chapter 4 169 Analytical Thinking (continued) Costs per Equivalent Unit Total Cost Transferred In Materials Cost to be accounted for: Work in process, October 1 .......................................... $ 22,420 $ 8,820 $ 3,400 Cost transferred in or added during the month ...................................................... 205,980 81,480 27,600 Total cost to be accounted for (a) ................................... $228,400 $ 90,300 $ 31,000 Equivalent units (b) ........................................................ 105,000 100,000 Cost per equivalent unit (a) ÷ (b) .................................... $0.86 + $0.31 + Cost Reconciliation Total Cost Conversion Whole Unit $ 10,200 96,900 $107,100 102,000 $1.05 = $2.22 Equivalent Units (EU) Transferred In Materials Conversion Cost accounted for as follows: Transferred to Stamping: 100,000 units × $2.22 per unit .................................. $222,000 Work in process, October 31: Transferred in cost, at $0.86 per EU ........................... 4,300 Conversion, at $1.05 per EU ...................................... 2,100 Total work in process ................................................... 6,400 Total cost accounted for ................................................. $228,400 100,000 5,000 100,000 100,000 2,000 2. The unit cost figure on the report prepared by the accountant is high because none of the cost incurred during the month was assigned to the units in the ending work in process inventory. © The McGraw-Hill Companies, Inc., 2005. All rights reserved. 170 Introduction to Managerial Accounting, 2nd Edition Ethics Case (120 minutes) This case is difficult—particularly part 3, which requires analytical skills. Since there are no beginning inventories, it makes no difference whether the weighted-average or FIFO method is used by the company. You may choose to assign the problem specifying that the FIFO method be used rather than the weighted-average method. 1. The computation of the cost of goods sold follows: Transferred In Conversion Estimated completion ..................................................... 100% 25% Computation of equivalent units: Completed and transferred out..................................... 250,000 250,000 Work in process, ending: Transferred in, 20,000 units × 100% ............................................. 20,000 Conversion, 20,000 units × 25% ............................................... 5,000 Total equivalent units ..................................................... 270,000 255,000 Transferred In Conversion Cost to be accounted for: Work in process .......................................................... 0 0 Cost added during the month ....................................... $49,221,000 $16,320,000 Total cost to be accounted for (a) ................................... $49,221,000 $16,320,000 Whole Unit Equivalent units (above) (b) ........................................... 270,000 255,000 Cost per equivalent unit (a) ÷ (b) ................................... $182.30 + $64.00 = $246.30 Cost of goods sold = 250,000 units × $246.30 per unit = $61,575,000 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. Solutions Manual, Chapter 4 171 Ethics Case (continued) 2. The estimate of the percentage completion of ending work in process inventories affects the unit costs of finished goods and therefore of the cost of goods sold. Thad Kostowski would like the estimated percentage completion figures to be increased for the ending work in process. The higher the percentage of completion of ending work in process, the higher the equivalent units for the period and the lower the unit costs. 3. Increasing the percentage of completion can increase net operating income by reducing the cost of goods sold. To increase net operating income by $62,500, the cost of goods sold would have to be decreased by $62,500 from $61,575,000 down to $61,512,500. The percentage of completion, X, affects the cost of goods sold by its effect on the unit cost, which can be determined as follows: Unit cost = $182.30 + $16,320,000 250,000+20,000X And the cost of goods sold can be computed as follows: Cost of goods sold = 250,000 × Unit cost Since cost of goods sold must be reduced down to $61,512,500, the unit cost must be $246.05 ($61,512,500 ÷ 250,000 units). Thus, the required percentage completion, X, to obtain the $62,500 reduction in cost of goods sold can be found by solving the following equation: $182.30+ $16,320,000 =$246.05 250,000+20,000X $16,320,000 =$246.05-$182.30 250,000+20,000X $16,320,000 =$63.75 250,000+20,000X 250,000+20,000X 1 = $16,320,000 $63.75 © The McGraw-Hill Companies, Inc., 2005. All rights reserved. 172 Introduction to Managerial Accounting, 2nd Edition Ethics Case (continued) 250,000+20,000X= $16,320,000 $63.75 250,000+20,000X=256,000 20,000X=256,000-250,000 20,000X=6,000 X= 6,000 =30% 20,000 Thus, changing the percentage completion to 30% will decrease cost of goods sold and increase net operating income by $62,500 as verified on the next page. © The McGraw-Hill Companies, Inc., 2005. All rights reserved. Solutions Manual, Chapter 4 173 Ethics Case (continued) 3. (continued) Transferred In Estimated completion ..................................................... 100% Computation of equivalent units: Completed and transferred out..................................... 250,000 Work in process, ending: ............................................. Transferred in, 20,000 units × 100% ......................... 20,000 Conversion, 20,000 units × 30% ............................... Total equivalent units ..................................................... 270,000 Transferred In Cost to be accounted for: Work in process ..........................................................0 Cost added during the month ....................................... $49,221,000 Total cost to be accounted for (a) ................................... $49,221,000 Equivalent units (above) (b) ........................................... 270,000 Cost per equivalent unit (a) ÷ (b) ................................... $182.30 Conversion 30% 250,000 6,000 256,000 Conversion Whole Unit 0 $16,320,000 $16,320,000 256,000 + $63.75 =$246.05 Cost of goods sold = 250,000 units × $246.05 per unit = $61,512,500 © The McGraw-Hill Companies, Inc., 2003. All rights reserved. 174 Managerial Accounting, 10th Edition Ethics Case (continued) 4. Carol is in a very difficult position. Collaborating with Thad Kostowski in subverting the integrity of the accounting system is unethical by almost any standard. To put the situation in its starkest light, Kostowski is suggesting that the production managers lie in order to get their bonus. Having said that, the peer pressure to go along in this situation may be intense. It is difficult on a personal level to ignore such peer pressure. Moreover, Carol probably prefers not to risk alienating people she might need to rely on in the future. On the other hand, Carol should be careful not to accept at face value Kostowski’s assertion that all of the other managers are “doing as much as they can to pull this bonus out of the hat.” Those who engage in unethical or illegal acts often rationalize their own behavior by exaggerating the extent to which others engage in the same kind of behavior. Other managers may actually be very uncomfortable “pulling strings” to make the target profit for the year. From a broader perspective, if the net profit figures reported by the managers in a division cannot be trusted, then the company would be foolish to base bonuses on the net profit figures. A bonus system based on divisional net profits presupposes the integrity of the accounting system. However, the company should perhaps reconsider how it determines the bonus. It is quite common for companies to pay an “all or nothing” bonus contingent on making a particular target. This inevitably creates powerful incentives to bend the rules when the target has not quite been attained. It might be better to have a bonus without this “all or nothing” feature. For example, managers could be paid a bonus of x% of profits above target profits rather than a bonus that is a preset percentage of their base salary. Under such a policy, the effect of adding that last dollar of profits that just pushes the divisional net profits over the target profit will add a few pennies to the manager’s compensation rather than thousands of dollars. Therefore, the incentives to misstate the net operating income are reduced. Why tempt people unnecessarily? © The McGraw-Hill Companies, Inc., 2005. All rights reserved. Solutions Manual, Chapter 4 175 Communicating in Practice (30 minutes) Date: To: From: Subject: Current Date Minesh Patel Student’s Name Production Report Referring to the Production Report for the Shaping and Milling Department, please perform the following steps: 1. Ensure that the current balance in the Shaping and Milling Department Work in Process account is currently $734,675, which is the total cost to be accounted for in the Cost Reconciliation section of the Production Report. 2. Prepare the following journal entry for the 4,800 units that were transferred during the month from the Shaping and Milling Department to the Graphics Application Department: Work in Process, Graphics Application .............................. 715,200 Work in Process, Shaping and Milling .......................... 715,200 3. After this entry is posted to the ledger, the Shaping and Milling Department account should have an ending account balance of $19,475, which is the total Work in Process, May 31 amount reflected in the Cost Reconciliation section of the Production Report. If you have any questions, please do not hesitate to contact me. © The McGraw-Hill Companies, Inc., 2005. All rights reserved. 176 Introduction to Managerial Accounting, 2nd Edition Teamwork In Action Reports similar to the following should be prepared by the Expert Teams and shared with the Learning Teams: a. Quantity Schedule and Equivalent Units The Quantity Schedule and Equivalent Units section of the production report: (1) accounts for all of the units that were in production during the period, and (2) computes the equivalent units of production. Imagine that you are the manager of a department in a factory. You are responsible for the units that pass through your department during the month. This section of the report summarizes that activity. In addition, it converts the information to equivalent units. The “work in process, beginning of the period” represents the number of units that are sitting in your department when you arrive at work on the first day of the month. These units were started last month. During the month, the department just before yours in the production process will transfer units into your department (or, if you are the first department in the process, raw materials will be transferred into your department during the month). These units are “started into production.” Also, during the month, your department will work on (or process) units. The units that have been completely processed are “transferred to the next department.” It is important to note that the units on hand at the beginning of the month plus the units that were transferred in must equal the units that were transferred out plus the units that were still on hand at the end of the period. To determine the department’s output for the period, the equivalent units of production are computed for both materials and conversion (labor and overhead). The equivalent units of production are determined by adding the number of completed units that were transferred to the next department and the equivalent units that are in the ending work in process inventory. The number of equivalent units in the ending work in process inventory is computed by multiplying the number of units on hand times the percent complete. © The McGraw-Hill Companies, Inc., 2005. All rights reserved. Solutions Manual, Chapter 4 177 Teamwork In Action, continued b. Costs per Equivalent Unit The Costs per Equivalent Unit section of the production report: (1) summarizes the total costs that must be accounted for, and (2) documents the cost per equivalent unit. The “costs to be accounted for” section represents the costs added to the department’s Work in Process account during the period. The “work in process, beginning of period” is the beginning balance in the inventory account for this department. Note that this balance is broken out into its two components: materials and conversion. The “costs added” represent the materials and conversion costs that were debited to the work in process account during the period. Materials requisitions generate the amount used in the entry to record the material costs. The conversion costs are comprised of: (1) the direct labor wages paid to the employees who worked in the department during the period and (2) the overhead that was applied (using the department’s predetermined overhead rate) to the units that passed through the department during the period. The “materials cost per equivalent unit” is determined by dividing the total materials costs (the total of materials in the beginning inventory and the costs that were added during the period) by the number of equivalent units of production for materials (which is calculated in the Quantity Schedule and Equivalent Units section of the report). The “conversion cost per equivalent unit” is determined by dividing the total conversion costs (the total of conversion costs in the beginning inventory and the labor and overhead that were added during the period) by the number of equivalent units of production for conversion (which is calculated in the Quantity Schedule and Equivalent Units section of the report). The “whole unit cost per equivalent unit” is the total of the “material cost per equivalent unit” and the “conversion cost per equivalent unit.” c. Cost Reconciliation The Cost Reconciliation section of the production report summarizes the total costs that have been accounted for. This section determines the amount that will be used in the entry to transfer units from this department’s work in process account to the next. This is referred to as © The McGraw-Hill Companies, Inc., 2005. All rights reserved. 178 Introduction to Managerial Accounting, 2nd Edition Teamwork In Action, continued “transferred to the next department” in this section of the report. Also, in addition to showing the components (materials and conversion) of the ending balance in this department’s work in process account (for use in preparing next month’s Production Report), this section proves that ending balance. The amount that is “transferred to the next department” is determined by multiplying the number of units transferred to the next department (which appears in the Quantity Schedule and Equivalent Units section of the report) by the whole unit cost per equivalent unit (which is calculated in the Costs per Equivalent Unit section of the report). The amount of “materials” in the ending work in process inventory for this department is determined by multiplying the number of equivalent units (for materials) that are in the ending work in process (which appears in the Quantity Schedule and Equivalent Units section of the report) by the materials cost per equivalent unit (which is calculated in the Costs per Equivalent Unit section of the report). The amount of “conversion” in the ending work in process inventory for this department is determined by multiplying the number of equivalent units (for conversion) that are in the ending work in process (which appears in the Quantity Schedule and Equivalent Units section of the report) by the conversion cost per equivalent unit (which is calculated in the Costs per Equivalent Unit section of the report). The “total work in process” is the sum of the amounts just calculated for “materials” and “conversion.” After all journal entries are made, this amount should appear as the ending balance in this department’s Work in Process account. Finally, the “total cost” is the sum of the costs transferred to the next department and the ending Work in Process inventory for this department. Note that this total must equal the total of the “costs to be accounted for” that appears in the Costs per Equivalent Unit section of the report. © The McGraw-Hill Companies, Inc., 2005. All rights reserved. Solutions Manual, Chapter 4 179