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Microlesson · 5-min read

Meaning of Overhead and Classification by Behaviour, Function, and Element

## Overhead — Meaning and Classification

### What Is Overhead?

Overhead (OH) = Cost that cannot be easily identified with and directly related to a particular cost centre.

$$\text{OH} = \text{Indirect Material Cost} + \text{Indirect Labour Cost} + \text{Indirect Expenses}$$

Note: OH is also called indirect cost. The moment a cost is directly traceable to a product or cost centre, it is a direct cost, not an overhead.

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### Classification 1 — By Behaviour (Variability)

TypeBehaviourExampleKey Rule
Fixed OverheadDoes NOT change with production volume (within installed capacity)Factory rent, Factory manager salaryFixed OH per unit decreases as production increases
Variable OverheadChanges in direct proportion to production volumeFactory stationery consumedTotal VC increases/decreases exactly with output
Semi-variable OverheadPart fixed, part variable — changes but not in proportionTelephone bill (fixed line rental + variable call charges)Must be split into fixed and variable components for analysis

> Memory tip: Fixed OH is about TOTAL (stays constant); Variable OH is also about TOTAL (moves with output). The PER UNIT story is the reverse — fixed OH per unit falls as output rises, variable OH per unit stays constant.

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### Classification 2 — By Function

FunctionDescriptionExample
Production / Factory OHOH incurred by production dept in making goodsSalary of factory manager
Administration OHOH incurred in general management of the orgSalary of Managing Director
Selling OHOH incurred in creating demand and getting ordersRent of sales office
Distribution OHOH from packing the product for despatch to reconditioning returned empty packagingSalary of delivery driver

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### Classification 3 — By Element

ElementDefinitionExample
Indirect Material CostMaterial cost not directly traceable to a cost centreStationery used in factory
Indirect Labour CostLabour cost not directly traceable to a cost centreFactory manager's salary
Indirect ExpensesExpenses not directly traceable to a cost centreFactory building rent

> Note: The same cost can be classified under multiple schemes simultaneously. Factory manager's salary is: Fixed OH (by behaviour) + Production OH (by function) + Indirect Labour (by element).

Worked example

### Example 1

Classify Each Cost Item

CostBy BehaviourBy FunctionBy Element
Factory building rentFixedProductionIndirect Expense
Stationery (factory)VariableProductionIndirect Material
Telephone (factory)Semi-variableProductionIndirect Expense
MD's salaryFixedAdministrationIndirect Labour
Salesperson's travelVariableSellingIndirect Expense
Delivery vehicle fuelVariableDistributionIndirect Expense

### Example 2

Fixed vs Variable Per Unit — The Inverse Relationship

Factory rent = ₹1,00,000/month (Fixed OH)

Production UnitsTotal Fixed OHFixed OH per unit
1,000₹1,00,000₹100
2,000₹1,00,000₹50
5,000₹1,00,000₹20

Variable OH (stationery) = ₹10 per unit:

Production UnitsTotal Variable OHVariable OH per unit
1,000₹10,000₹10
2,000₹20,000₹10
5,000₹50,000₹10

⚠️ Common exam mistakes

  • Saying 'fixed overheads are constant per unit' — they are constant in TOTAL; per unit they decrease as production rises. Variable OH is constant PER UNIT, not in total.
  • Confusing semi-variable OH with variable OH — semi-variable has a fixed component (like a telephone line rental) even at zero production. Pure variable OH is zero when output is zero.
  • Classifying factory manager's salary as direct labour — any cost that cannot be directly traced to a specific product or cost unit is indirect/overhead, regardless of how large it is.
  • Treating distribution OH and selling OH as the same — Selling OH covers getting the order (advertising, sales office); Distribution OH covers fulfilling the order (packing, delivery, returned packaging).
Reference:
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