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FNSACC507 Provide Management Accounting Information

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Course Code: FNSACC507
University: Victoria University

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Country: Australia

Question:

All assessments must be completed and delivered individually. Where an assessment involves group discussions, you should consider the input of your group but submit an individual assessment to your trainer.
Please read all instructions on completing each assessment. Instructions for completion are provided at the beginning of each assessment.
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You have access to computers which are equipped with Microsoft suite of products or any other relevant software and printing facility.
Use assessment templates if provided, to complete relevant sections of the assessment. You can also create your known templates for assessment evidence.
You must achieve a satisfactory result for all tasks to achieve competency in this unit.
All assessment answers should be submitted to the trainer in required format (soft or hard copy) as per trainer instructions with completed assessment cover sheet (if required).
Question 1 – Questions and Answers
Explain how data in a cost accounting system can be recorded and securely stored.
In terms of a cost accounting system, what information does management require in order to make informed decisions?
Explain the relevance of “Australian Standard: Record Management” to maintaining management accounting information.
Describe the reconciliation process for matching invoices and purchase orders in a financial system.
What are the GST considerations when doing reconciliations using accruals based versus cash based system?
Describe how variance analysis assists with reviewing the quality or effectiveness of the cost assignment process.
We can have a costing system with integrity when we apply policies and procedures to systematically allocate data. In this way, accurate data and reports can be produced. How does this affect our reliability on variance analysis techniques?
Describe the role and purpose of budgets in an organisation.
List at least 3 objectives of budgets.
While preparing budgets, list at least three sources that you can use to gather information.
Describe the principles of double-entry bookkeeping and accrual based accounting.
How many components do completed products have? What are they? Provide a brief description of each one.

Answers:

The data in a cost accounting system must be stored properly from the source document such as suppliers invoice bills and other supporting documents by a professional adequately qualified for the job. Access to the cost accounting system should be restricted. Only the accountant should be allowed access to the system.
Information about manufacturing and product costs are necessary to ascertain the cost of production properly and take informed decision about the business.
The manufacturing entities in Australia are under compulsion to follow the standard in maintaining and managing accounting information.    
The financial systems generally have inbuilt system to check and compare the invoices and purchase orders. In case of discrepancies, the financial system outlines those discrepancies.
In case based system GSTs are reconciled to determine the net GST liability (payable) or net GST asset (receivable) as the case may be. In case of accrual basis of accounting adjustments are made to determine GST payable and GST receivable both to make payment accordingly.   
Variance analysis helps the management to identify the possible area of lack of efficiency in the production or manufacturing process. Necessary changes shall be made in these areas by the management to improve the efficiency of the overall production process.
The reliability of variance analysis techniques would be improved significantly if the integrity in the costing system is intact. The data recorded in costing system if correctly processed without any manipulation then the resultant information will reflect the actual costing of a manufacturing and production organization. Thus the variance analysis will also be improved as the data will be authentic and correct (Dekker, 2016).
Budgets are prepared to achieve organization objectives. Comparison of actual financial performance of an organization with its budgeted performance further helps the management to evaluate the efficiency of an organization in achieving its objectives.
Three objectives of budgets are as following:

Evaluation of performance.
Optimum utilization of resources.
Minimizing cost of productions.

Three sources to gather information are as following:

Historic financial statements.
Board of directors’ report.
Proposed agreement documents.

The principle of double entry system of accounting is that there would be equal liabilities and assets after each financial transaction as there is always compensating effects on wealth and liabilities for the double entry system of accounting of each and every financial transaction.

Accrual based accounting is on the basis of earning and incurred concept rather than receipts and payments. Thus, revenue is recognized when earned even if not received and expenditures are recognized when incurred even if not paid (Otley, 2016).    

The following is on the basis of actual components:

Raw materials.
Direct labor.
Factory overhead both fixed and variable.  

However, there are the following which can also be referred to as components of finished products:

Upstream of raw materials.
Raw materials.

Secondary products.

Intermediate products (Fullerton, Kennedy & Widener, 2014).

Task 2:
Question 1:

Particulars  

 Amount ($)

 Amount ($)

 Cost of goods manufactured  

 Opening balance of direct materials  

     49,000.00

 

 Opening WIP

     28,000.00

 

 Purchases during the year  

   198,000.00

 

 Direct labour costs incurred  

   205,000.00

 

 Manufacturing overhead  

   173,000.00

 

 

 

   653,000.00

 Less:

 

 

  Closing balance of direct materials  

     42,000.00

 

 Closing balance of WIP

     30,000.00

 

 

 

     72,000.00

 Cost of goods manufactured  

   581,000.00

 

 

 

 Cost of goods sold

 

 Cost of goods manufactured  

   581,000.00

 

 Add: Opening finished goods  

     80,000.00

 

 

   501,000.00

 

 Less: Closing finished goods  

     76,000.00

 

 Cost of goods sold

   425,000.00

Question 2:

Manufacturing statement  

 Particulars  

 $

 $

 Opening direct materials  

       7,000.00

 

 Opening WIP

       9,600.00

 

 Purchases  

     42,300.00

 

 Direct labour costs

     10,000.00

 

 Manufacturing overheads

     15,000.00

 

 

 

     83,900.00

 Less:  

 

 

 Closing direct materials

       7,400.00

 

 Closing WIP

     13,000.00

 

 

 

     20,400.00

 Manufacturing costs  

     63,500.00

 

Trading statement  

 

 Particulars  

 $

 $

 Sales  

     82,000.00

 

 Less: Cost of goods sold  

     61,000.00

 

 Gross profit  

     21,000.00

 

Profit and loss account  

 Particulars  

 $

 $

 Sales  

     82,000.00

 

 Less: Cost of goods sold  

     61,000.00

 

 Gross profit  

     21,000.00

 Less: Expenditures  

 

 Selling expenses

       4,100.00

 

 General and administratuve expenses

       2,900.00

 

 

 

       7,000.00

 Profit before tax  

     14,000.00

 Less: Tax @30%

       4,200.00

 Net profit  

       9,800.00

Question 3:
FIFO:
 

Periodic System

 

$

Opening stock:  raw material at beginning

200

1440

Add:   purchases

160

1184

Total material available

360

2624

Less:   closing stock – raw material at end

220

1760

Raw material used

140

864

 

 

 

Calculation of closing stock:

220

1760

Weighted average cost under a perpetual system:

i) Perpetual inventory system

 

 

 

In

 

 

Out

 

Balance

 

 

Cost

 

 

Cost

 

 

Cost

 

Details

Units

Per

Total

Units

per

Total

Units

per

Total

 

 

Unit

 

 

unit

 

 

unit

 

 

 

$

$

 

$

$

 

$

$

 

Balance

200

7.2

1440

 

 

 

200

7.2

1440

 

Purchases

160

7.4

1184

 

 

 

360

7.2888889

2624

 

 

 

 

 

 

 

 

 

 

Issues

 

 

 

290

7.2889

2113.7778

70

7.2888889

510.222222

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Purchases

260

8

2080

 

 

 

330

7.8491582

2590.22222

Issues

 

 

 

110

7.8492

863.40741

220

7.8491582

1726.81481

 

 

 

 

 

 

 

 

 

1726.8

 

Moving average periodic system:
Question 4:

Date  

 Account titles  

 Debit ($)

 Credit ($)

 

 Purchases (Inventories)  

     450.00

 

 

 Accounts payable- Reliable Ltd

     450.00

 

 (Being purchases made on credit)  

 

 

 

 

 

 Cost of productions  

     170.00

 

 

 Purchases (Inventories)  

     170.00

 

 (Being goods issued for production)  

 

 

 

 

 

 Accounts payable- Reliable Ltd

        30.00

 

 

 Purchases (Inventories)  

        30.00

 

 (Being faulty goods returned)  

 

 

 

 

 

 Purchases (Inventories)  

        15.00

 

 

 Cost of productions  

        15.00

 

 (Being goods returned to store from production)

Question 5:

i) Perpetual inventory system (FIFO)

 

 

 

In

 

 

Out

 

Balance

 

 

Cost

 

 

Cost

 

 

Cost

 

Details

Units

Per

Total

Units

per

Total

Units

per

Total

 

 

Unit

 

 

unit

 

 

unit

 

 

 

$

$

 

$

$

 

$

$

 

Balance

50

12

600

 

 

 

50

12

600

 

Purchases

100

12.4

1240

 

 

 

150

 

1840

 

 

 

 

 

 

 

 

 

 

Issues

 

 

 

80

12

960

70

12.4

868

Return

 

 

 

20

12.4

248

50

12.4

620

Purchases

100

12.2

1220

 

 

 

150

 

1840

 

 

 

 

 

 

 

 

 

 

Issues

 

 

 

120

0

1474

30

12.2

366

Return to store

20

12.2

244

 

 

 

50

12.2

610

 

Journal entries:

Date  

 Account titles  

 Debit ($)

 Credit ($)

Jan-14

Accounts payable

        248.00

 

 

Purchases (inventories)

         248.00

 

(Being goods returned to supplier)

 

 

 

 

Jan-30

Purchases (inventories)

        244.00

 

 

Cost of production

         244.00

 

(Being goods returned to store from production)

Accounting entry for loss of stock:

Date  

 Account titles  

 Debit ($)

 Credit ($)

Jan-31

 Loss of goods  

          61.00

 

 

 Purchases (inventories)  

           61.00

 

 (Being goods short in stock taking)

 

 

 

 

 

 Trading & PL account  

          61.00

 

 

 Loss of goods  

 

           61.00

 

 (Being loss of goods transferred to PL account)

Question 6:

 

Hours in week

Hourly rate

No of weeks annuallly

Annual

Basic wages

40

12

480

52

   24,960.00

Compensation insurance

 

 

     3,744.00

Payroll taxes

 

 

 

     1,310.40

Contribution to superannuation funds

 

     2,246.40

Total annual cost to worker

 

 

   32,260.80

 

 

 

 

 

 

Number of hours actually worked by a worker (52 x 40) – (4+1+2) x 40}

     1,800.00

 

 

 

 

 

 

Hourly rate (32260.80 / 1800)

$17.92

 

 

 

 

Hourly composite charge out rate to recover all labor costs is calculated below:

Hourly rate (32260.80 / 2080)

          $15.51

Question 7:

Manufacturing overheads

 

Production activity levels

90%

100%

110%

Indirect materials

         27,000.00

     30,000.00

     33,000.00

factory rent

         30,000.00

     30,000.00

     30,000.00

Factory managers salary

         55,000.00

     55,000.00

     55,000.00

Maintenance of machinery

           9,000.00

     10,000.00

     11,000.00

Electricity

           4,500.00

       5,000.00

       5,500.00

Depreciation- Machinery

           7,000.00

       7,000.00

       7,000.00

Workers’ compensation insurance

           2,700.00

       3,000.00

       3,300.00

Insurance machinery

               900.00

           900.00

           900.00

Depreciation- building

           2,500.00

       2,500.00

       2,500.00

Total manufacturing overheads

       138,600.00

   143,400.00

   148,200.00

Question 8:

Production budget

 Sales in units

         35,000.00

 Add: 50% of October sales (15000 x 50%)

           7,500.00

 

         42,500.00

 Less: Opening finished stock (July 01)

           7,000.00

 Production in units for the quarter ending in September  

         35,500.00

 

 

 Cost of direct materials  (Refer to direct material budget)

       213,000.00

Cost of direct labour  (Refer to direct labour budget)

       426,000.00

 Factory overhead (35500 x 10)

       355,000.00

Cost of production

       994,000.00

 

Direct materials budget

 Production units for the Quarter  

     35,500.00

 Direct materials required for each unit  

 3 Kg  

 Total direct materials needed for production (35500 x 3)  

   106,500.00

 Cost of direct materials (106500 x 2)

   213,000.00

 

Direct labour budget

 Production in units  

             35,500.00

 Direct labour hour  

 1 hour per unit  

 Total labour hour required (35000 x 1)

             35,500.00

 Direct labour costs (35500 x 12)

           426,000.00

Question 9:

Particulars  

 $

 Direct materials (15 x 25)

     375.00

 Direct labour (16 x 15)

     240.00

 Variable factory overhead (16 x 4)

        64.00

 Fixed factory overhead (16 x 2)

        32.00

 Standard manufacturing cost of a door

     711.00

 
Question 10:

Particulars

Amount ($)

 Budgeted factory overhead  

 {(39650 x 1.5) x 1.05}

   62,448.75

 Actual factory overhead  

   60,468.00

 

 

 Variance  

   (1,980.75)

 Variance is favourable  

 
Question 11:

Selling price

$40

Less: Variable cost

$15

Contribution per unit

$25

 

 

Break-even point

Fixed costs

$425000

Contribution per unit

$25

 

 

Break-even point in units (425000 / 25)

17000

 

 

Break-even point in sales (17000 x 40)

680000

 
 
Question 12:

Variable costs

Particulars

$

 Commission on each shoe

                7.00

 Shoe service supplies

                0.60

 Utilities  

                0.40

 Total variable cost per shoe

                8.00

 

 

 Fixed costs per month  

 Salaries of four shoe technicians (3000 x 4 +1200)

     13,200.00

 Advertisements  

           900.00

 Rent  

       1,500.00

 Shoe service utilities  

           250.00

 Rent of decorative plant

           150.00

 Plant insurance  

       2,400.00

 Total fixed costs per month  

     18,400.00

 

Contribution per shoe  

 Standard fee per shoe  

20

 Less: Variable cost per shoe  

8

 Contribution per shoe  

12

 

 

 Breakeven point (BEP)

 Total fixed costs  

     $18,400.00

 Contribution per unit  

$12

 BEP in units (18400/12)

1534 shoe services  

 

 

 BEP in $ (1534 x 20)

$30,680

 
Question 13:
Before getting into any discussion about the variance in the quarter of January to March it would be beneficial to calculate the variances. The table below shows variances in different expenditures

 

January to March

Expense details

 Actual

 Budget

 Variance

 $

 $

 $

Rent

        16,000.00

    15,000.00

     1,000.00

Advertising

      220,000.00

 250,000.00

 (30,000.00)

Office salaries

      550,000.00

 500,000.00

   50,000.00

Promotion

      150,000.00

 140,000.00

   10,000.00

Totals

      936,000.00

 905,000.00

   31,000.00

As can be seen in the table above that except advertisement expenditure all other variances are unfavorable to the organization i.e. the actual expenditures have exceeded the budgeted expenditures. The reason for such increase in expenditures must be evaluated by the management and necessary steps shall be taken to ensure that in the future such expenditure reduces (Messner, 2016).
References:
Dekker, H. C. (2016). On the boundaries between intrafirm and interfirm management accounting research. Management Accounting Research, 31, 86-99.
Fullerton, R. R., Kennedy, F. A., & Widener, S. K. (2014). Lean manufacturing and firm performance: The incremental contribution of lean management accounting practices. Journal of Operations Management, 32(7-8), 414-428.
Messner, M. (2016). Does industry matter? How industry context shapes management accounting practice. Management Accounting Research, 31, 103-111.
Otley, D. (2016). The contingency theory of management accounting and control: 1980–2014. Management accounting research, 31, 45-62.

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