Cost Accounting Notes

Value Creation in Organizations

  • Cost accounting aims to assist managers in maximizing value for their organizations through efficient decision-making.
  • The value chain, which includes activities from R&D to customer service, transforms raw resources into goods and services. Efficient coordination with vendors, suppliers, distributors, and customers is essential.
  • Firms must decide where each value-added component can be performed most cost effectively.

Using Cost Information to Increase Value

  • Cost information adds value when it improves managerial decisions.
  • Cost accounting emphasizes understanding individual stages' contribution to value.

Accounting Systems

  • Accounting systems are classified as financial or cost (managerial) based on the primary users of information.
  • Financial accounting serves external decision-makers like investors and creditors, focusing on comparability across firms, governed by GAAP and IFRS.
  • Cost accounting serves internal managers, prioritizing relevance over comparability and focusing on future costs.

Cost Accounting, GAAP and IFRS

  • Financial data for external reporting adheres to GAAP or IFRS, while managerial cost data need not comply.
  • Management defines its own cost information, relevant for decision-making.

Customers of Cost Accounting

  • Customers are the focus; cost information is a product for managers at production, middle management, and executive levels.
  • Misuse of cost accounting information often arises from using data developed for external reporting for internal decision-making.

Framework for Assessing Cost Accounting Systems

  • Managerial decisions drive organizational performance, aided by accounting system information.
  • Accounting systems help owners evaluate organizational and managerial performance.

The Manager’s Job Is to Make Decisions

  • Managers are decision-makers relying on accounting systems for information.
  • The effectiveness of decisions depends on the quality of information provided by the accounting system.

Finding and Eliminating Activities That Don’t Add Value

  • Organizations identify and eliminate nonvalue-added activities to reduce costs.
  • Cost-benefit analysis is used to assess the worth of proposed changes.
  • Strategic opportunities are identified by eliminating nonvalue-added activities to gain a cost advantage or improve customer service.

Owners Use Cost Information to Evaluate Managers

  • Cost information informs owners about organizational and managerial performance.

Cost Data for Managerial Decisions

  • Estimating cost differences among alternatives is crucial, identifying cost drivers.
  • Cost accounting involves predicting future costs; past data helps predict future events.
  • Differential costs and revenues change based on actions.

Costs for Control and Evaluation

  • Responsibility centers have budgets to guide operations and meet goals.
  • Different decisions require different cost data.

Trends in Cost Accounting

  • Advances in IT and emphasis on cost control drive changes in cost accounting.
  • Cost accounting is integrated throughout the value chain, requiring collaboration between managers and cost accountants.
  • This includes R&D, design, purchasing, production (e.g., JIT methods), marketing (e.g., CRM), distribution (e.g., outsourcing), and customer service (e.g., COQ systems).

Enterprise Resource Planning

  • ERP systems link various organizational activities by integrating information.

Creating Value in the Organization

  • All managers use cost accounting information.

Choices: Ethical Issues for Accountants

  • Accountants face ethical dilemmas and must maintain integrity, objectivity, and confidentiality.
  • Professional codes of ethics exist, and the Sarbanes-Oxley Act of 2002 addresses corporate governance problems.

Cost Accounting and Other Business Disciplines

  • Cost accounting is interdisciplinary, overlapping with other business areas.

Introduction to Cost Accounting

  • Cost accounting systems provide information for informed managerial decisions and are tailored to specific company needs.

What Is a Cost?

  • A cost is a sacrifice of resources, including cash or assets, to acquire goods or services.
  • Cost is distinct from expense.
Outlay Costs vs. Opportunity Costs
  • Outlay Cost: A past, present, or future cash outflow.
  • Opportunity Cost: The forgone benefit from the best alternative use of a resource.
  • Operating profit is the excess of operating revenues over operating costs.

Presentation of Costs in Financial Statements

  • Cost information appears in financial statements for internal management use. Service, retail, wholesale, and manufacturing organizations differ in their statements.
Service Organizations
  • Labor costs are most significant.
Retail and Wholesale Companies
  • COGS tracks costs of tangible goods.
Manufacturing Companies
  • Manufacturing firms track various manufacturing costs.
  • Product Costs: Costs assigned to production units, recognized when sold.
  • Period Costs: Nonmanufacturing costs expensed as incurred.
  • Direct Manufacturing Costs: Product costs easily identified with units.
  • Indirect Manufacturing Costs: All other product costs.
Three major categories of product costs:
  • Direct Materials
  • Direct Labor
  • Manufacturing Overhead (factory burden)
  • Prime Costs are direct costs, including direct materials and labor.
  • Conversion Costs convert direct materials into final products (direct labor and manufacturing overhead).
  • Nonmanufacturing costs include marketing and administrative costs.

Cost Allocation

  • Cost allocation assigns costs from shared facilities or services to different departments or cost objects.
  • Cost Object: Any end to which a cost is assigned.
  • Cost Pool: Collection of costs to be assigned.
  • Cost Allocation Rule: Method for assigning costs.
  • Direct Cost: Easily related to a cost object.
  • Indirect Cost: Not easily related to a cost object.

Details of Manufacturing Cost Flows

  • Manufacturing involves steps like receiving materials, processing, and finishing goods.
  • Inventory accounts include Direct Materials Inventory, Work-in-Process Inventory, and Finished Goods Inventory.
Inventoriable Costs
  • Costs added to inventory accounts.
  • Costs flow through income and balance sheet accounts.
  • The cost of goods manufactured and sold statement presents manufacturing costs.
Cost of Goods Manufactured and Sold
  • Direct Materials: Beginning + Purchases - Ending
  • Work in Process: Beginning + Direct Materials + Direct Labor + Manufacturing Overhead - Ending
  • Finished Goods: Beginning + Goods Manufactured - Ending

Cost Behavior

  • Cost behavior deals with how costs react to changes in activity levels, classified as fixed, variable, semivariable, and step costs.
  • Fixed Costs: Remain unchanged within the relevant range.
  • Variable Costs: Change proportionally with volume.
  • Relevant Range: Activity range where cost is fixed or variable.
  • Semivariable Cost: Has fixed and variable components.
  • Step Cost: Increases with volume in steps.

Components of Product Costs

  • Includes manufacturing and nonmanufacturing costs.
  • Full Absorption Cost: GAAP Standard that includes all inventoriable costs for external financial reporting
Misleading Unit Fixed Costs
  • Fixed costs per unit are misleading since they are valid only at one volume.

Profitability Ratios

  • Gross Margin = Revenue - COGS
  • Contribution Margin = Sales - Variable Costs

Gross Margin versus Contribution Margin

  • Full Absorption Costing: Follows GAAP/IFRS. Includes all costs of product to get COGS that affects Gross Margin
  • Variable Costing: Only includes variable product costs
  • Managerial Costing: Includes product costs that management allocates

Developing Financial Statements for Decision Making

  • Financial Models can be altered in order to promote better decision making among upper management of the firm.

Cost-Volume-Profit Analysis

  • CVP analysis examines revenue, cost, and volume relationships to inform decisions.
Profit Equation
  • Operating profit=Total revenuesTotal costsOperating \ profit = Total \ revenues - Total \ costs
  • Total revenue=PriceUnits of output produced and soldTotal \ revenue = Price * Units \ of \ output \ produced \ and \ sold
  • Total costs=(Variable costs per unitUnits of output)+Fixed costsTotal \ costs = (Variable \ costs \ per \ unit * Units \ of \ output) + Fixed \ costs
  • X=F/(PV)X = F/(P–V )
  • Managers consider whether costs are fixed or variable, focusing on cost behavior rather than financial accounting classifications.
Finding Break-Even and Target Volumes
  • Break-even volume and the calculation of it is critical for business profit planning models.
Break-Even Volume in Units
  • Breakeven volume(in units)=Fixed costs/Unit contribution marginBreak-even \ volume (in \ units) = Fixed \ costs / Unit \ contribution \ margin
Break-Even Volume in Sales Dollars
  • Contribution margin ratio=Unit contribution margin/Sales price per unitContribution \ margin \ ratio = Unit \ contribution \ margin / Sales \ price \ per \ unit
  • Breakeven volume sales dollars=FixedCosts/(Sales CM)Break-even \ volume \ sales \ dollars = FixedCosts / (Sales \ CM)
Target Volume in Units
  • Target volume(units)=(Fixed costs+Target profit)/Contribution margin per unitTarget \ volume (units) = (Fixed \ costs + Target \ profit) / Contribution \ margin \ per \ unit
Target Volume in Sales Dollars
  • Target volume(sales dollars)=(Fixedcosts+Targetprofit)/ContributionmarginratioTarget \ volume (sales \ dollars) = (Fixedcosts + Targetprofit)/Contributionmarginratio
  • The relationships among cost, volume, and profit can be graphically illustrated.
Profit-Volume Model
  • Profit-volume analysis relates profit and volume directly.
  • Operating Profit=TRTCOperating \ Profit= TR -TC

Use of CVP to Analyze the Effect of Different Cost Structures

  • Cost structure refers to the proportion of fixed and variable costs in an organization.
  • Operating leverage describes the extent of fixed costs in the cost structure.
Margin of Safety
  • Margin of safety is how many sales are over the