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Microlesson · 5-min read

Research and Development Cost Budget

## R&D Cost Budget

The R&D cost budget plans expenditure on research (discovering new knowledge) and development (applying research results to create benefits for the firm).

### Methods of Allocating R&D Expenses

MethodBasisBest Used When
1% of total sales valueSales are stable year-to-year
2% of net profitProfit levels are predictable
3Lump-sum based on past experience + future plansLong-term R&D roadmap exists
4Fixed sum based on available cash resourcesCash availability is the binding constraint

### Key Principle

Research spending must be justified by the benefit it delivers. Once research yields a definite benefit, the development phase begins — meaning the budget must bridge both stages.

⚠️ Common exam mistakes

  • Confusing research (seeking new knowledge) with development (applying that knowledge) — they are sequential, not interchangeable.
  • Assuming Method 1 (% of sales) is universally best — it is only appropriate when sales are stable; volatile sales make this method unreliable.
Reference:
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