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When a factory runs, costs like rent, electricity, and the canteen don't belong to just one department — they belong to everyone. Apportionment is the process of sharing these common overhead costs across departments using a fair basis. The goal is simple: every product should carry its fair share of the factory's total costs.

In a typical factory, you have two kinds of departments. Production departments (like Machining, Assembly, Finishing) directly work on products. Service departments (like Stores, Maintenance, Canteen, Power House) support production but don't touch the product themselves. In primary apportionment, you spread all overheads — both production and service department costs — across all departments using appropriate bases of apportionment: floor area for rent, machine hours for power, number of employees for canteen, and so on. After primary apportionment, your service departments have a pile of cost sitting with them — but service departments don't make products, so those costs must eventually reach the production departments. That's secondary apportionment (also called re-apportionment).

For re-apportionment, ICAI tests three main methods. The Direct Method is the simplest — ignore any services one service department gives to another, and push all service dept costs straight to production departments only. The Step (Sequential) Method closes service departments one by one in a sequence; a closed department doesn't receive any further cost. The Repeated Distribution Method keeps cycling costs between service departments until the numbers become negligible (usually till the remainder is ₹1 or zero) — this is the most accurate when service departments serve each other significantly. The Simultaneous Equation Method sets up algebraic equations to solve for the true total cost of each service department, accounting for mutual services mathematically. This is asked frequently as a 6–8 mark question in Paper 4, and the examiner loves the Repeated Distribution and Simultaneous Equation methods for their complexity.

📊 Worked example

Example 1 — Primary Apportionment followed by Direct Re-apportionment

Rajesh & Co. Pvt. Ltd. has two production departments (P1, P2) and one service department (S1). After primary apportionment, costs are: P1 = ₹2,40,000, P2 = ₹3,60,000, S1 = ₹1,20,000. S1 serves P1 and P2 in the ratio 3:2.

| | P1 | P2 | S1 |

|---|---|---|---|

| After Primary (₹) | 2,40,000 | 3,60,000 | 1,20,000 |

| Re-apportion S1 (3:2) | +72,000 | +48,000 | −1,20,000 |

| Total (₹) | 3,12,000 | 4,08,000 | |

Final Answer: P1 absorbs ₹3,12,000 and P2 absorbs ₹4,08,000.

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Example 2 — Simultaneous Equation Method (two service departments)

Primary apportionment gives: P1 = ₹1,80,000 | P2 = ₹2,20,000 | S1 = ₹90,000 | S2 = ₹60,000.

S1 serves: P1 40%, P2 30%, S2 30%. S2 serves: P1 50%, P2 30%, S1 20%.

Let total cost of S1 = a, total cost of S2 = b.

a = 90,000 + 0.20b → equation (i)

b = 60,000 + 0.30a → equation (ii)

Substitute (ii) into (i):

a = 90,000 + 0.20(60,000 + 0.30a)

a = 90,000 + 12,000 + 0.06a

0.94a = 1,02,000

a = ₹1,08,511 (approx.)

b = 60,000 + 0.30 × 1,08,511 = 60,000 + 32,553 = ₹92,553 (approx.)

Charge to P1: 0.40 × 1,08,511 + 0.50 × 92,553 = 43,404 + 46,277 = ₹89,681

Charge to P2: 0.30 × 1,08,511 + 0.30 × 92,553 = 32,553 + 27,766 = ₹60,319

Final totals: P1 = ₹2,69,681 | P2 = ₹2,80,319

⚠️ Common exam mistakes

  • Mixing up apportionment and absorption — Don't confuse the two. Apportionment is sharing costs between departments; absorption is charging costs to products/jobs via an absorption rate. They are different steps.
  • Using the wrong basis for apportionment — Students often pick a basis randomly. Remember: floor area → rent/rates; number of employees → canteen/welfare; machine hours → power; asset value → insurance/depreciation. Match the basis to what drives that cost.
  • In the Direct Method, allocating service dept costs to other service depts — The whole point of the Direct Method is to ignore inter-service relationships. Only distribute to production departments. Ratios must be recalculated excluding the other service dept's share.
  • Forgetting to set up equations correctly in the Simultaneous Method — The equation for each service dept's total cost = its primary cost + the percentage share it receives from the other service dept × that dept's total cost. A common error is using the primary cost of the other dept instead of its total cost.
  • Stopping the Repeated Distribution Method too early — Keep cycling until the remaining amount is truly negligible (₹1 or less, or as the question specifies). Stopping after 2–3 rounds when significant amounts remain will cost you marks.
📖 Reference: Apportionment — Institute of Chartered Accountants of India
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