Financial and Managerial Accounting Wild, Shaw, and Chiappetta Fifth Edition McGraw-Hill/Irwin Copyright © 2013 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 15 Job Order Costing and Analysis Conceptual Learning Objectives C1: Describe important features of job order production. C2: Explain job cost sheets and how they are used in job order cost accounting. 15-3 Analytical Learning Objectives A1: Apply job order costing in pricing services. 15-4 Procedural Learning Objectives P1: Describe and record the flow of materials costs in job order cost accounting. P2: Describe and record the flow of labor costs in job order cost accounting. P3: Describe and record the flow of overhead costs in job order cost accounting. P4: Determine adjustments for overapplied and underapplied factory overhead. 15-5 C1 Job Order Production Process Costing Job Costing Chapter 16 Used for production of large, unique, or high-cost items. Built to order rather than mass produced. Many costs can be directly traced to each job. 15-6 C1 Job Order Manufacturing Process Costing Job Costing Chapter 16 Typical job order cost applications: Special-order printing Building construction Also used in service industry Hospitals Law firms 15-7 C1 Events in Job Order Costing Receive order from customers Predict cost to complete job Schedule the production of job Negotiate a sales price and decide whether to pursue the job. 15-8 Job Order Production Activities C1 Indirect Materials Direct Indirect Factory Allocate Overhead Labor Direct Goods in Process Inventory Finished Goods Inventory (Balance Sheet) Cost of Goods Sold (Income Statement) 15-9 C2 Job Cost Sheet Road Warriors Job Cost Sheet Customer Carroll Connor Job No. B15 Address 1542 High Point Dr. Portland, Oregon Job Description Level I Alarm System on Ford Expedition Date promised 3/15/13 Date started 3/3/13 Date completed Direct Materials Date Req. Cost Total Direct Labor Date Ticket Cost Total Remarks Factory Overhead Date Rate Cost Total Cost Summary Direct Materials Direct Labor Factory Overhead Total Cost 15-10 P1 Materials Requisition Road Warriors Materials Requisition No. R-4705 Job No. B15 Material Stock No. Date 3-7-13 M-347 Material Description Alarm system wiring Quantity Requested 1 Quantity Provided Filled By 1 M. Bateman Requested By C. Luther Date Provided 3-7-13 Received By C. Luther Remarks 15-11 P1 Materials Ledger Card Road Warriors Materials Ledger Card Item Alarm sys. wiring Maximum Qty. 5 units Stock No. M-347 Minimum Qty. 1 unit Location Bin137 Reorder Qty. 2 units Received Issued Balance Rec. Unit Total Req. Unit Total Unit Total Date Rep. Units Cost Cost No. Units Cost Cost Units Cost Cost 1 $225 $225 3/4/13 C7117 2 $225 $450 3 $225 $675 3/7/13 R4705 1 $225 $225 2 $225 $450 15-12 P1 Job Cost Sheet (Materials used) Road Warriors Job Cost Sheet Customer Carroll Connor Job No. B15 Address 1542 High Point Dr. Portland, Oregon Job Description Level I Alarm System on Ford Expedition Date promised 3/15/13 Date started 3/3/13 Date completed Direct Materials Date Req. Cost 3/7/13 R4705 $225 Total $225 Remarks Direct Labor Date Ticket Cost Total Factory Overhead Date Rate Cost Total Cost Summary Direct Materials Direct Labor Factory Overhead Total Cost $225 15-13 P2 Job Cost Sheet (Direct Labor used) Road Warriors Job Cost Sheet Customer Carroll Connor Job No. B15 Accumulate Address 1542 High Point Dr. Portland, Oregon Job Description Level I Alarm System on Ford Expedition direct labor Date promised 3/15/13 Date started 3/3/13 Date completed costs by Direct Materials Date Req. Cost 3/7/13 R4705 $225 Total $225 Remarks Direct Labor Date Ticket Cost Total Factorymeans Overheadof Date Rate Cost Total a work record, such as a time ticket, for each employee. Cost Summary Direct Materials Direct Labor Let’s Factory Overhead Total Cost $225 see one 15-14 P2 Labor Time Ticket Road Warriors Time Ticket No. L-3479 Job No. B15 Date Employee Name T. Zeller 3/8/13 Employee Number 3969 TIME AND RATE INFORMATION: Start Time 9:00 Elapsed Time 3.0 Approved By C. Luther Finish Time 12:00 Hourly Rate $20.00 Total Cost $60.00 Remarks 15-15 P2 Job Cost Sheet (Direct Labor Cost) Road Warriors Job Cost Sheet Customer Carroll Connor Job No. B15 Address 1542 High Point Dr. Portland, Oregon Job Description Level I Alarm System on Ford Expedition Date promised 3/15/13 Dated started 3/3/13 Date completed Direct Materials Date Req. Cost 3/7/13 R4705 $225 Total $225 Remarks Direct Labor Date Ticket Cost 3/8/13 L3479 $60 Total $60 Factory Overhead Date Rate Cost Total Cost Summary Direct Materials Direct Labor Factory Overhead Total Cost $225 60 15-16 P3 Job Cost Sheet (Factory Overhead) Road Warriors Job Cost Sheet Customer Carroll Connor Job No. B15 Address 1542 High Point Dr. Portland, Oregon Job Description Level I Alarm System on Ford Expedition Date promised 3/15/13 Date started 3/3/13 Date completed Direct Materials Date Req. Cost 3/7/13 R4705 $225 Total $225 Direct Labor Date Ticket Cost 3/8/13 L3479 $60 Total Factory Overhead Date Rate Cost Total Allocate manufacturing overhead to jobs using Remarks Cost Summary a predetermined rate Direct overhead Materials $225 Direct Labor Factory Overhead Total Cost 60 Let’s do it 15-17 P3 Job Cost Sheet (Factory Overhead) Road Warriors Job Cost Sheet Customer Carroll Connor Job No. B15 Address 1542 High Point Dr. Malibu, California Job Description Level I Alarm System on Ford Expedition Date promised 3/15/13 Date started 3/3/13 Date completed 3/11/13 Direct Materials Date Req. Cost 3/3/13 R4698 $100 3/7/13 R4705 $225 …cont Total $600 Remarks Direct Labor Date Ticket Cost 3/3/13 L3393 $120 3/4/13 L3422 $150 …cont Total $1,000 Factory Overhead Date Rate Cost 3/11/13 160% $1,600 of DL cost Total Cost Summary Direct Materials Direct Labor Factory Overhead Total Cost $600 1,000 1,600 3,200 15-18 P3 Predetermined Overhead Allocation Rate Formula Road Warriors uses a predetermined overhead rate (POHR) based on direct labor cost to apply overhead to jobs. POHR = POHR = Estimated total manufacturing overhead cost for the coming period Estimated total direct labor costs for the coming period $200,000 $125,000 = 160% of direct labor $ 15-19 P1 Cost Flows and Documents The materials requisition indicates the cost of direct materials to charge to jobs and the cost of indirect materials to charge to overhead. Direct materials JobCost Cost Job Job Cost Sheets Job Cost Sheets Sheets Sheets Materials Materials Ledger Cards Materials Ledger Cards Materials Ledger Cards Requisition Indirect materials Factory Overhead Account 15-20 P3 Cost Flows and Documents Direct Employee time Labor tickets indicate the cost of Employee Time direct labor Employee Time Ticket Employee Time to charge to Employee Ticket Time Ticket jobs Ticket and the cost of indirect labor to charge to Indirect Labor overhead. JobCost Cost Job Job Cost Sheets Job Cost Sheets Sheets Sheets Factory Overhead Account 15-21 P3 Summary of Cost Flows Dr Cr Raw Materials Material Purchases Direct Material Indirect Material Dr Cr Goods in Process Direct Material Dr Cr Factory Overhead Actual Overhead Costs 15-22 P4 Summary of Cost Flows Underapplied or Overapplied Overhead Factory Payroll Incurred Direct Labor Indirect Labor Factory Overhead Actual Overhead Overhead Applied to Costs Work in Process Goods in Process Direct Material Direct Labor Overhead When Actual Applied factory = factory overhead overhead an adjustment is needed. We will look at how to accomplish this later. / 15-23 P4 Summary of Cost Flows Goods in Process Direct Material Direct Labor Overhead Cost of Goods Mfd. Finished Goods Cost of Goods Mfd. Cost of Goods Sold Cost of Goods Sold Cost of Goods Sold 15-24 P4 Overhead Application Tell me again how we use the *POHR to assign overhead to jobs. We multiply the *POHR times the number of activity units (direct labor cost for Road Warriors) incurred for the job. *POHR = Predetermined Overhead Rate 15-25 P4 Overhead Application Reasons for using a predetermined overhead rate Overhead is not incurred uniformly during the year. Actual overhead rate might vary from month to month. Predetermined rate makes it possible to estimate job costs sooner. 15-26 P4 Adjusting of Overapplied or Underapplied Overhead The *POHR is based on estimates. What happens if actual results differ from the estimates? The result will be either underapplied or overapplied overhead and we will adjust Cost of Goods Sold at the end of the period. Here, let me show you. *POHR = Predetermined Overhead Rate 15-27 P4 Adjusting of Overapplied and Underapplied Overhead Overhead is overapplied. Actual overhead costs incurred Overhead applied to Work in Process (POHR × Activity) 15-28 P4 Adjusting of Overapplied and Underapplied Overhead Overhead is underapplied. Overhead applied to Work in Process Actual overhead costs incurred (POHR × Activity) 15-29 P4 Adjusting of Overapplied and Underapplied Overhead Adjusting Cost of Goods Sold for underapplied or overapplied overhead Cost of Goods Overhead is: Sold is: Adjustment will: Actual overhead > applied overhead Underapplied (Dr. Balance) Too low Debit to COGS (Credit FOH) Actual overhead < applied overhead Overapplied (Cr. Balance) Too high Debit to FOH (Credit to COGS) 15-30 P1 Job Order Costing Typical Accounting Entries GENERAL JOURNAL Date Description Raw Materials Inventory Accounts Payable Page 21 Post. Ref. Debit Credit XXXXX XXXXX Acquired materials on credit for factory use. 15-31 P1 Job Order Costing Typical Accounting Entries GENERAL JOURNAL Date Description Page 21 Post. Ref. Goods in Process Inventory Debit Credit XXXXX Raw Materials Inventory XXXXX To assign costs of direct materials used. Factory Overhead Raw Materials Inventory XXXXX XXXXX To record use of indirect materials. 15-32 P2 Job Order Costing Typical Accounting Entries GENERAL JOURNAL Date Description Page 21 Post. Ref. Factory Payroll Cash (and other accounts) Debit Credit XXXXX XXXXX To record salaries and wages of factory workers (including various payroll liabilities). 15-33 P2 Job Order Costing Typical Accounting Entries GENERAL JOURNAL Date Description Goods in Process Inventory Page 21 Post. Ref. Debit Credit XXXXX Factory Payroll XXXXX To assign costs of direct labor used. Factory Overhead Factory Payroll XXXXX XXXXX To record indirect labor as overhead. 15-34 P3 Job Order Costing Typical Accounting Entries GENERAL JOURNAL Date Description Factory Overhead Page 21 Post. Ref. Debit Credit XXXXX Prepaid Insurance XXXXX Utilities Payable XXXXX Raw Materials Inventory XXXXX Accumulated Depreciation XXXXX To record factory overhead costs. 15-35 P3 Job Order Costing Typical Accounting Entries GENERAL JOURNAL Date Description Goods in Process Inventory Factory Overhead Page 21 Post. Ref. Debit Credit XXXXX XXXXX To apply overhead using a predetermined overhead rate. 15-36 Job Order Costing Typical Accounting Entries P3 GENERAL JOURNAL Date Description Finished Goods Inventory Goods in Process Inventory Page 21 Post. Ref. Debit Credit XXXXX XXXXX To record completion of jobs. 15-37 P3 Job Order Costing Typical Accounting Entries GENERAL JOURNAL Date Description Cost of Goods Sold Finished Goods Inventory Page 21 Post. Ref. Debit Credit XXXXX XXXXX To record the sale of goods. 15-38 A1 Apply Job Order Costing to Pricing Services Estimate the cost of any supplies (shampoo/conditioner) Estimate the cost of the labor (stylist’s rate X time of service) A typical haircut Estimate the amount of overhead to be allocated to all customers Add a markup 15-39 End of Chapter 15 15-40