[ ITMA ] Chapter 02 - Learning Objectives

When you have finished studying this chapter, you should be able to:

  1. Explain how activity cost drivers affect cost behavior.
  2. Show how changes in cost driver levels affect variable and fixed costs.
  3. Calculate break-even sales volume in total dollars and total units.
  4. Create a cost-volume-profit graph and understand the assumptions behind it.
  5. Calculate sales volume in total dollars and total units to reach a target profit.
  6. Differentiate between contribution margin and gross margin.
  7. Explain the effects of sales mix on profits (Appendix 2A).
  8. Compute cost-volume-profit relationships on an after-tax basis (Appendix 2B).

Cost Drivers and Cost Behavior

Definitions

  • Cost drivers are measures of activities that require the use of resources and thereby cause costs.

  • Cost behavior is how the activities of an organization affect its costs.

Examples

Value Chain Function

Research and development

  • Salaries of sales personnel, costs of market surveys

  • Salaries of product and process engineers

Design of products, services, and processes

  • Salaries of product and process engineers
  • Cost of computer-aided design equipment used to develop prototype of product for testing

Production

  • Labor wages

  • Supervisory salaries

  • Maintenance wages

  • Depreciation of plant and machinery, supplies

  • Energy cost

Marketing

  • Cost of advertisements

  • Salaries of marketing personnel, travel costs, entertainment costs

Distribution

  • Wages of shipping personnel

  • Transportation costs including depreciation of vehicles and fuel

Customer service

  • Salaries of service personnel

  • Costs of supplies, travel

Example of Cost Drivers:

  • Number of new product proposals

  • Complexity of proposed products

  • Number of engineering hours

  • Number of distinct parts per product

  • Labor hours

  • Number of people supervised

  • Number of mechanic hours

  • Number of machine hours

  • Kilowatt hours

  • Number of advertisements

  • Sales dollars

  • Labor hours

  • Weight of items delivered

  • Hours spent servicing products

  • Number of service calls

Relevant Range

Definition

  • The relevant range is the limit of cost-driver activity level within which a specific relationship between costs and the cost driver is valid.
  • Even within the relevant range, a fixed cost remains fixed only over a given period of time — usually the budget period.

CVP Scenario

  • The study of the effects of output volume on revenue(sales), expenses(costs), and net income(net profit).

Break-Even Point

  • the level of sales at which revenue equals expenses and net income is zero.

Target Net Profit

  • Formula: $Target Sales Volume In Units = \frac{Fixed expenses + Target net income}{Contribution margin per unit}$
  • contribution margin ratio = unit contribution / selling price
  • Sales volume in dollars = fixed expenses+target net income/contribution margin ratio

  • An example:

Margin of Safety

  • How far sales can fall before losses occur and is the difference between the level of planned sales and the break-even point.
  • margin of safety in units = planned unit sales - break-even unit sales

Operating Leverage

  • A firm’s ratio of fixed costs to variable costs