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Every factory incurs indirect costs — rent, power, supervisor salaries — and these must be included in product costs. But you can't wait until year-end to know the exact total. So at the start of the year, you calculate a Predetermined Overhead Absorption Rate (OAR):

OAR = Budgeted Overheads ÷ Budgeted Activity Level

The activity level is usually machine hours, labour hours, or units — whichever best drives overhead costs in that factory. Once OAR is set, every unit produced is charged: Absorbed Overhead = OAR × Actual Activity. The problem? Actual overheads and actual activity almost never match the budget perfectly. That gap is called under-absorption or over-absorption.

Under-absorption happens when Absorbed Overhead < Actual Overhead incurred. You recovered less from production than you actually spent — product costs are understated, so it's effectively a loss. Over-absorption is the opposite: Absorbed > Actual, meaning you charged production more than you spent — a gain. Two things cause this gap: (1) actual overheads differing from budget (expenditure variance), and (2) actual activity differing from budget (volume variance). Both can operate simultaneously.

How to treat the difference — ICAI recognises three methods. First, the Supplementary Rate Method: calculate an additional OAR to adjust job costs. Use this when the difference is large and affects closing stock significantly. Second, Transfer to Costing Profit & Loss Account: write off the difference directly. This is the exam default — use it unless the question says otherwise. Third, Carry Forward to Next Period: only acceptable when the difference is due to seasonal fluctuations. For journal entries, remember: under-absorption → debit Costing P&L (loss, you under-recovered). Over-absorption → credit Costing P&L (gain, you over-recovered). This topic is asked frequently as a 5–8 mark numerical or theory question — examiners love asking you to calculate under/over-absorption and state its treatment in the same question. Quick memory hook: Under = Under-recovered = Loss = Dr. Costing P&L. Over = Over-recovered = Gain = Cr. Costing P&L.

📊 Worked example

Example 1 — Under-absorption

Rajesh & Co. Pvt. Ltd. budgets factory overheads of ₹6,00,000 and machine hours of 1,20,000 for the year. Actual data: overheads incurred = ₹6,50,000; machine hours worked = 1,15,000.

Step 1 — Calculate OAR:

OAR = ₹6,00,000 ÷ 1,20,000 hours = ₹5 per machine hour

Step 2 — Calculate Absorbed Overhead:

Absorbed = ₹5 × 1,15,000 = ₹5,75,000

Step 3 — Find Under/Over-absorption:

Actual Overhead = ₹6,50,000

Absorbed Overhead = ₹5,75,000

Difference = ₹6,50,000 − ₹5,75,000 = ₹75,000 (Under-absorbed)

Treatment: Debit Costing P&L Account with ₹75,000 (loss — under-recovered costs).

Note: Under-absorption has two causes here — actual overheads exceeded budget by ₹50,000 (expenditure), AND actual hours fell short by 5,000 hours × ₹5 = ₹25,000 (volume). Total = ₹75,000 ✓

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Example 2 — Over-absorption

Ms. Iyer's garment factory budgets overheads at ₹4,80,000 and labour hours at 80,000. Actual overheads = ₹4,60,000; actual hours = 82,000.

Step 1 — OAR:

OAR = ₹4,80,000 ÷ 80,000 = ₹6 per labour hour

Step 2 — Absorbed Overhead:

Absorbed = ₹6 × 82,000 = ₹4,92,000

Step 3 — Under/Over:

Absorbed ₹4,92,000 − Actual ₹4,60,000 = ₹32,000 (Over-absorbed)

Treatment: Credit Costing P&L Account with ₹32,000 (gain — over-recovered costs).

⚠️ Common exam mistakes

  • Mixing up debit/credit for under vs. over-absorption. Students write 'credit P&L for under-absorption.' Wrong — under-absorption is a loss, so it's a debit to Costing P&L. Over-absorption is a gain, so it's a credit.
  • Using actual overheads (not budgeted) to calculate OAR. The whole point of OAR is it's predetermined using budgeted figures. Using actuals defeats the purpose and will give you a wrong rate.
  • Attributing under/over-absorption to only one cause. Don't write 'it's because overheads increased.' There are always two possible causes — expenditure (overhead amount) and volume (activity level). A complete answer mentions both.
  • Defaulting to the Supplementary Rate method in every question. Unless the question specifically asks for it or mentions significant stock impact, the standard treatment is transfer to Costing P&L. Using supplementary rates unnecessarily wastes exam time and marks.
  • Forgetting to verify the maths by splitting into expenditure and volume variances. After computing ₹X under-absorption, cross-check: Expenditure Variance + Volume Variance should equal your total. This catches arithmetic errors in the exam and shows the examiner you understand the concept deeply.
📖 Reference: U/O Absorption — Institute of Chartered Accountants of India
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