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Lecture Managerial accounting: Creating value in a dynamic business environment (10th edition): Chapter 17 - Ronald W. Hilton, David E. Platt

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Chapter 17 - Allocation of support activity costs and joint costs. After completing this chapter, you should be able to: Allocate service department costs using the direct method and the step-down method, use the dual approach to service department cost allocation, explain the difference between two-stage cost allocation with departmental overhead rates and activity-based costing (ABC),...

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Allocation of Support

Activity Costs and

Joint Costs

Chapter 17

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Production Department (Assembly)

The Product

Second Stage Allocations

Production department overhead costs, plus allocated service department costs, are applied to products using departmental predetermined overhead rates.

Service Department Cost Allocation

First Stage Allocations

Service department costs are allocated

to production departments.

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Selecting Allocation Bases

Cafeteria:

Number of employees

Custodial:

Square footage

Accounting:

Staff hours

Typical Allocation Bases

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Selecting Allocation Bases

Criteria for selection

Cafeteria:

Number of employees

Custodial:

Square footage

Accounting:

Staff hours

Simplicity

Availability

of space or equipment

Benefits received

by the production department

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Interdepartmental Services

Service Department (Cafeteria)

Service Department (Custodial)

Production Department (Machining)

Production Department (Assembly)

POWER DEPARTMENT

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Interdepartmental Services

Problem

Allocating costs when service departments

provide services to each other

Solutions

Direct Method Step-Down Method

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Direct Method

Service Department (Cafeteria)

Service Department (Custodial)

Production Department (Machining)

Production Department (Assembly )

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Step-Down Method

Service Department (Cafeteria)

Service Department (Custodial)

Production Department (Machining)

Production Department

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Step-Down Method

Service Department (Cafeteria)

Service Department (Custodial)

Production Department (Machining)

Production Department (Assembly )

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Step-Down Method

Service Department (Cafeteria)

Service Department (Custodial)

Production Department (Machining)

Production Department (Assembly )

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Charge to production departments at a

budgeted rate times

actual short-run usage of

the allocation base.

Budgeted costs should be allocated to avoid passing on inefficiencies

from the service departments.

Dual Cost Allocation

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SimCo has a maintenance department and two production departments: cutting and assembly Variable maintenance

costs are budgeted at $0.60 per machine hour Fixed

maintenance costs are budgeted at $200,000 per year.

Data relating to the current year are:

Allocate maintenance costs to the two operating departments.

Long-run Maintenance Actual

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Cutting Assembly Department Department Variable cost allocation:

Total allocated cost $ 168,000 $ 104,000

Variable costs are allocated based on hours used.

Fixed costs are allocated based long-run average usage.

Dual Cost Allocation

Example

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The New Manufacturing Environment

More accurate cost tracing systems

reduce the need for allocation

of indirect costs.

More accurate cost tracing systems

reduce the need for allocation

of indirect costs.

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The Rise of Activity-Based Costing

First stage allocations are to activities, not departments.

Activity One Activity Two

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Separate Processing Costs

Final Sale

Separate Processing

Final Sale

Separate Processing

Separate Processing Costs

Joint

Input

Joint Production Process

Split-Off Point

Joint Product Costs Oil

GasolineJoint Product Cost Allocation

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Allocating Joint Costs

Relative- Value Method

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Net-Realizable-Allocating Joint Costs

Allocation based on the relative values

of the products at the split-off point

Allocation based on a physical measure of the joint products at the split-off point

Allocation based on final sales values less separable processing

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240,000 gallons

360,000 gallons

Joint Production Process

Split-Off Point

Physical-Units Method

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Product Oil Gasoline Total

Output quantities in gallons 240,000 360,000 600,000 Proportionate share:

$225,000 joint conversion cost plus

$275,000 joint material cost

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$200,000 sales value at split-off point

$600,000 sales value at split-off point

Joint Production Process

Split-Off Point

Relative-Sales-Value Method

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Product Oil Gasoline Total

Sales value at split-off point $ 200,000 $ 600,000 $ 800,000 Proportionate share:

$225,000 joint conversion cost plus

$275,000 joint material cost Relative-Sales-Value Method

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Net-Realizable-Value Method

   If products require further processing beyond  the split­off point before they are marketable, 

it may be necessary to  estimate  the net  realizable value (NRV) at the split­off point.

Estimated

NRV

Final Sales Value

Added Processing Costs

=

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Net-Realizable-Value Method

Joint Production Process

Oil

Gasoline Separate

Processing

Separate Processing

Joint material

cost = $275,000

Joint conversion cost = $225,000 ValueSales

$500,000

Sales Value

$1,200,000

Split-Off Point, Sales

Processing Costs

$500,000

Separate Processing Costs

$200,000

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Product Oil Gasoline Total

Less additional processing costs 200,000 500,000 700,000

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