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Microlesson · 5-min read

Advantages of Fixed/Variable Classification, Cost Allocation vs Apportionment, and Overhead Absorption

## Cost Allocation, Apportionment, and Absorption

### Why Classify Overheads into Fixed and Variable?

1. Cost Control: Fixed costs are generally non-controllable in the short run; variable costs can be controlled by motivating employees — separation enables targeted action.

2. Marginal Costing: Marginal cost technique requires separation of FC and VC to calculate contribution.

3. Flexible Budgeting: A flexible budget shows different expenditure levels at different activity levels — only possible with F/V separation.

4. Decision Making: Export pricing, shutdown decisions, and make-or-buy decisions require knowledge of which costs are fixed and which are variable.

5. Separate Absorption Rates: Fixed and variable OHs are absorbed at different rates for more accurate product costing.

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### Cost Classification

The process of categorising costs by behaviour, function, or element (covered in the previous lesson).

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### Cost Allocation

> The process of charging the full cost of a specific overhead to the single cost centre that incurred it.

  • Applicable when only one department is the beneficiary of the cost.
  • No sharing involved — the entire amount goes to that department.
  • Example: If production, admin, and sales departments each have a separate electricity meter, each department's bill is directly allocated to that department.

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### Cost Apportionment

> The process of sharing a common cost proportionately across two or more cost centres on a suitable basis.

  • Applicable when multiple departments share the benefit of a single cost.
  • Requires selecting an equitable basis for sharing.
  • Example: If only one electricity meter serves all departments, the total bill is apportioned among departments based on number of light points (or floor area, or machine hours).

#### Allocation vs Apportionment — Key Distinction

DimensionAllocationApportionment
Number of beneficiariesOne department onlyTwo or more departments
Cost traceabilityDirectly traceable to one deptCommon cost, cannot be traced to one dept
ExampleSeparate electricity bill per deptSingle electricity bill shared across depts

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### Overhead Absorption

> The process of charging overhead cost to one unit of output (product or job).

Methods of overhead absorption:

MethodFormula
% of Direct Material Cost(Total Production OH / Budgeted Direct Material Cost) × 100
% of Direct Labour Cost(Total Production OH / Direct Labour Cost) × 100
% of Prime Cost(Total Production OH / Prime Cost) × 100
Labour Hour RateTotal Production OH / Direct Labour Hours
Machine Hour RateTotal Production OH / Machine Hours
Rate per Unit of OutputTotal OH / Number of Units

Worked example

### Example 1

Allocation vs Apportionment — Side by Side

A factory has three departments: Production (P), Admin (A), Sales (S).

Scenario 1 — Three separate electricity meters. Bills: P=₹10,000; A=₹4,000; S=₹3,000.

Allocation: P charged ₹10,000; A charged ₹4,000; S charged ₹3,000. No sharing.

Scenario 2 — One shared electricity meter. Total bill = ₹17,000. Light points: P=100, A=40, S=30. Total = 170.

Apportionment basis = light points:

P = (100/170) × 17,000 = ₹10,000

A = (40/170) × 17,000 = ₹4,000

S = (30/170) × 17,000 = ₹3,000

### Example 2

Selecting the Right Absorption Method

A department has total production OH = ₹2,00,000.

Basis DataValue
Direct Material Cost₹4,00,000
Direct Labour Cost₹2,50,000
Direct Labour Hours10,000 hrs
Machine Hours5,000 hrs
Units Produced2,000

Absorption rates:

  • % of DM cost = (2,00,000/4,00,000) × 100 = 50%
  • % of DL cost = (2,00,000/2,50,000) × 100 = 80%
  • Labour Hour Rate = 2,00,000/10,000 = ₹20/hr
  • Machine Hour Rate = 2,00,000/5,000 = ₹40/hr
  • Rate per unit = 2,00,000/2,000 = ₹100/unit

⚠️ Common exam mistakes

  • Using 'allocation' and 'apportionment' interchangeably — allocation is full charge to ONE department; apportionment divides a common cost across MULTIPLE departments.
  • Confusing absorption (OH charged to a unit of output) with apportionment (OH shared between departments) — absorption is the final step, after allocation and apportionment.
  • Selecting an absorption basis without checking suitability — Machine Hour Rate is only suitable when machines dominate production; Labour Hour Rate is suitable when manual labour dominates.
Reference:
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