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Microlesson · 5-min read

Manufacturing Overhead Process — Estimation, Collection, Allocation, Apportionment, Re-apportionment and Absorption

## Manufacturing Overheads — The Absorption Process

### Process Flow

```

Estimate → Collect → Allocate/Apportion → Re-apportion → Absorb into Products → Treat Over/Under Absorption

```

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### Step 1: Estimation of Overheads

  • Based on past figures adjusted for known future changes
  • Done in advance — pre-determined rates allow timely product costing without waiting for period-end actuals

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### Step 2: Collection via Standing Orders

  • Sources: Invoices, stores requisitions, wage analysis book, journal entries
  • Standing Orders (= Service Orders): Authorise indirect expenditures by category
  • Each category gets a unique standing order number continued year-to-year
  • Management determines the level of analysis and naming based on industry needs

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### Step 3: Allocation vs. Apportionment

MethodWhen UsedBasis
Cost AllocationWhen cost can be directly traced to one cost centreWhole cost assigned to that centre
Cost ApportionmentWhen cost cannot be directly traced (benefits multiple centres)Rational basis (e.g., floor area, number of workers, machine hours)

Example of apportionment: Works manager's salary cannot be traced to one department → apportion it across departments based on number of workers or time spent.

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### Step 4: Re-apportionment (Secondary Distribution)

  • Service departments (canteen, maintenance, power house, stores) do not produce output
  • Their costs must be transferred to production departments, since products are only made in production departments
  • Various methods: Direct Method, Step Ladder Method, Repeated Distribution Method, Simultaneous Equation Method

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### Step 5: Absorption using Pre-Determined OAR

$$\text{Overhead Absorption Rate (OAR)} = \frac{\text{Budgeted Overhead}}{\text{Budgeted Activity Level (hours or units)}}$$

Each unit produced absorbs its share of factory overheads automatically through the OAR.

Common bases for OAR:

  • Direct Labour Hours
  • Machine Hours
  • Units of Output
  • Percentage of Direct Wages

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### Step 6: Treatment of Over/Under Absorption

SituationMeaningTreatment
Over-absorptionAbsorbed OH > Actual OHCredit to Costing P&L (profit)
Under-absorptionAbsorbed OH < Actual OHDebit to Costing P&L (loss)

Investigate reasons: volume variance (actual ≠ budgeted hours), expenditure variance (actual cost ≠ budgeted cost)

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### Purpose of the Entire Process

1. Equitable charging — every product bears its fair share of total factory overheads

2. Timely costing — predetermined rates allow products to be costed during the year without waiting for actual figures

Worked example

### Example 1

OAR and Over/Under Absorption: Budgeted factory overheads = ₹2,40,000. Budgeted machine hours = 12,000. OAR = ₹2,40,000 ÷ 12,000 = ₹20 per machine hour. A job uses 5 machine hours → absorbs ₹100 of factory OH. Actual overheads for the period = ₹2,50,000; actual machine hours = 12,000. Overheads absorbed = 12,000 × ₹20 = ₹2,40,000. Under-absorbed = ₹10,000 (actual > absorbed) → debited to Costing P&L.

### Example 2

Allocation vs. Apportionment: Factory rent = ₹60,000 (cannot be traced to departments). Floor area: Dept A = 3,000 sq ft, Dept B = 2,000 sq ft, Maintenance Dept = 1,000 sq ft. Total = 6,000 sq ft. Apportion: Dept A = ₹30,000, Dept B = ₹20,000, Maintenance = ₹10,000. Then re-apportion Maintenance's ₹10,000 to Dept A and B based on, say, maintenance hours.

### Example 3

Re-apportionment: Maintenance Dept total cost (after primary allocation) = ₹24,000. Maintenance hours used: Dept A = 600 hrs, Dept B = 400 hrs. Re-apportion: Dept A absorbs ₹14,400 (600/1000 × 24,000), Dept B absorbs ₹9,600. Service dept cost is now zero — fully transferred to production departments.

⚠️ Common exam mistakes

  • Confusing allocation with apportionment — allocation assigns the WHOLE cost to ONE centre (direct trace possible); apportionment DIVIDES a cost across MULTIPLE centres (no direct trace)
  • Forgetting to re-apportion service department costs — after primary distribution, service department balances must be transferred to production departments before computing OARs
  • Using actual overheads during the year instead of pre-determined OAR — pre-determined rates are essential because actual figures are only known at year-end; using them mid-year is impossible
  • Treating over-absorption as operating revenue — it is an adjustment entry in the Costing Profit & Loss Account, not sales or operational income
  • Computing OAR using actual hours worked instead of budgeted hours — OAR is always based on BUDGETED figures at the start of the period
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