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Microlesson · 5-min read

Primary Distribution of Overheads

# Primary Distribution (Primary Allocation) of Overheads

This is the first stage of distribution where each item of overhead is either allocated (whole) or apportioned (split on a basis) to both production and service departments.

## Format of Primary Distribution Statement

Items of CostBasisTotal CostProd₁Prod₂Serv₁Serv₂
Direct materialxx(working note)xxxx
Direct labourxxxxxx
Direct expensesxxxxxx
Stores expenses2:3:4:5xxxxxxxxxx
Accounts dept.1:2:3:4xxxxxxxxxx
Canteen1:3:2:1xxxxxxxxxx

## ⚠️ Two Important Notes on Direct Costs

(i) When Direct Material / Direct Labour / Direct Expenses are given for ALL departments (both production and service):

DO NOT write Direct Material/Labour/Expenses in Production department row of primary distribution.

(Reason: For production departments, these are already direct costs of products and get charged directly to the job/product, not via the overhead route. Only the service-department portion becomes overhead.)

(ii) When Direct Material / Labour / Expenses are given only for Production departments:

→ Write them in the production department columns in the primary distribution.

## Why this matters

  • Service departments don't make products, so any "direct" cost incurred by them is treated as overhead (since it cannot be traced to a product).
  • Production departments already attach their direct costs to products — including them again as overhead would double-count.

Worked example

### Example 1

Example — Primary distribution treatment:

Scenario A: Direct wages are given for Prod-1, Prod-2, Stores and Canteen.

→ Show direct wages only for Stores and Canteen in the primary distribution. Prod-1 and Prod-2 wages are charged directly to products.

Scenario B: Direct wages of ₹50,000 are given only for Prod-1 and Prod-2.

→ Show ₹50,000 split into Prod-1 and Prod-2 columns in the primary distribution statement.

### Example 2

Apportionment in given ratio — Example:

Stores expenses ₹18,000 to be apportioned in ratio 2:3:4:5 between Prod-1, Prod-2, Serv-1, Serv-2.

DeptShare
Prod-118,000 × 2/14 = 2,571
Prod-218,000 × 3/14 = 3,857
Serv-118,000 × 4/14 = 5,143
Serv-218,000 × 5/14 = 6,429
Total18,000

⚠️ Common exam mistakes

  • Writing Direct Material/Labour for production department even when costs of all departments are provided — leads to double counting.
  • Forgetting to include service departments in the primary distribution statement.
  • Using inconsistent basis ratios — always re-check the ratio sums against the total.
Reference:
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