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Microlesson · 5-min read

Departmentalisation of Overheads and Bases of Apportionment

## Departmentalisation of Overheads

Departmentalisation means distributing factory overhead costs among different departments based on their activities. Departments are either production departments (directly involved in making goods) or service/ancillary departments (support functions like maintenance, canteen, stores).

Cost centres within each department are sub-units used to collect cost data efficiently. They can be:

  • Machine-based – where production is capital-intensive
  • Personnel-based – where labour drives operations

Assigning code numbers to cost centres simplifies expenditure recording and aids cost control.

### Why Departmentalise? (Advantages)

AdvantageExplanation
Accurate expense estimationOverheads are allocated precisely to each department
Enhanced expense controlSeparate figures enable identification of overspending areas
Precise cost ascertainmentIndirect expenses flow accurately to jobs passing through departments
Tailored costing methodsEach department can use the method best suited to its operations

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## Key Bases of Apportionment

OverheadBasis
Rent, building expenses, lighting, fire precaution, air-conditioningFloor area or volume of department
Labour welfare, canteen, time keeping, personnel office, supervisionNumber of workers
Compensation to workers, holiday pay, ESI/PF, perquisitesDirect wages
General overheadDirect labour hours, direct wages, or machine hours
Depreciation, repairs of plant & machinery, insurance of stockCapital values
Power/steam, internal transport, managerial salariesTechnical estimates
Lighting expenses (light points)No. of light points, area, or metered units
Electric power (machine operation)Horsepower of machines, machine hours, or kWh consumed
Material handling, stores overheadWeight/volume/value/units of materials

### Other Bases

  • Analysis of existing conditions – e.g., distributing lighting by fixed light points after actual study
  • Ability to pay – based on departmental income; can be inequitable (easy-selling lines bear more cost)
  • Efficiency/Incentives – based on predetermined production levels; exceeding the level reduces per-unit overhead cost

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## Allocation vs Apportionment

AllocationApportionment
DefinitionCharging the entire cost of an item directly to one departmentDividing a shared cost among multiple departments
IdentifiabilityCost is wholly identifiable with one cost centreCost is common to several cost centres
ProcessDirect chargeProportional distribution using a suitable base
ExampleIndirect wages recorded separately for each dept → charged directlyCanteen cost shared between departments in proportion to no. of workers

> Key principle: Use allocation where the cost can be traced unambiguously; use apportionment where a cost benefits multiple departments and must be split on a rational basis.

Worked example

### Example 1

Example 1 – Choosing the correct base:

A factory has three production departments with the following data:

DeptFloor Area (sq ft)No. of WorkersMachine Value (₹)
A2,000301,50,000
B3,000502,50,000
C5,000201,00,000

Apportioning annual rent of ₹50,000: use floor area (ratio 2:3:5).

  • Dept A = 50,000 × 2/10 = ₹10,000
  • Dept B = 50,000 × 3/10 = ₹15,000
  • Dept C = 50,000 × 5/10 = ₹25,000

Apportioning depreciation of ₹50,000 on plant: use capital values (ratio 3:5:2).

  • Dept A = ₹15,000 | Dept B = ₹25,000 | Dept C = ₹10,000

### Example 2

Example 2 – Allocation vs Apportionment in practice:

Indirect wages bill:

  • Dept X: ₹8,000 (recorded separately) → Allocated directly to Dept X
  • Building insurance ₹12,000 (common) → Apportioned on floor area basis across all departments

⚠️ Common exam mistakes

  • Using number of workers as the base for rent instead of floor area – the physical space occupied, not headcount, drives occupancy cost.
  • Treating all common expenses as 'allocation' instead of 'apportionment' – allocation is only valid when the cost is 100% traceable to one department.
  • Using capital values for labour-related overheads (e.g., ESI/PF) – these should use direct wages as the base.
  • Applying the 'ability to pay' basis without noting it can be inequitable – easy-selling product lines end up bearing disproportionately higher costs.
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