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P9-23 - Please explain how you arrived at your answers. Thank you! Problem 9-23

ID: 2416441 • Letter: P

Question

P9-23 - Please explain how you arrived at your answers. Thank you!

Problem 9-23 Critiquing a Variance Report; Preparing a Performance Report [LO1, LO4, LO6]

Several years ago, Shipley Corporation developed a comprehensive budgeting system for profit planning and control purposes. While departmental supervisors have been happy with the system, the factory manager has expressed considerable dissatisfaction with the information being generated by the system.

    After receiving a copy of this cost report, the supervisor of the Assembly Department stated, “These reports are super. It makes me feel really good to see how well things are going in my department. I can’t understand why those people upstairs complain so much about the reports.”

    For the last several years, the company’s marketing department has chronically failed to meet the sales goals expressed in the company’s monthly budgets.

The company’s president is uneasy about the cost reports, what can be the reason? (You may select more than one answer. Single click the box with the question mark to produce a check mark for a correct answer and double click the box with the question mark to empty the box for a wrong answer.)

What kind of reports should be used to give better insight into how well departmental supervisors are controlling costs?

Complete a new performance report for the quarter, based on answer to (2) above. (Input all amounts as positive values. Leave no cells blank - be certain to enter "0" wherever required. Indicate the effect of each variance by selecting "F" for favorable, "U" for unfavorable, and "None" for no effect (i.e., zero variance). Round your intermediate calculations to 2 decimal places and final answers to the nearest dollar amount. Omit the "$" sign in your response.)

Assembly Department
Performance Report
For the Month Ended March 31

  Indirect materials

Problem 9-23 Critiquing a Variance Report; Preparing a Performance Report [LO1, LO4, LO6]

Several years ago, Shipley Corporation developed a comprehensive budgeting system for profit planning and control purposes. While departmental supervisors have been happy with the system, the factory manager has expressed considerable dissatisfaction with the information being generated by the system.

A typical departmental cost report for a recent period follows: Assembly Department
Cost Report
For the Month Ended March 31 Planning
Budget Actual
Results Variances   Machine-hours 32,000    27,000     Variable costs:      Supplies $ 9,600    $ 9,000 $ 600   F      Scrap 12,800    11,800 1,000   F      Indirect materials 54,400    48,900 5,500 F   Fixed costs:          Wages and salaries 50,000    51,900 1,900   U      Equipment depreciation 88,000    88,000 –     Total cost $ 214,800    $ 209,600   $ 5,200 F

    After receiving a copy of this cost report, the supervisor of the Assembly Department stated, “These reports are super. It makes me feel really good to see how well things are going in my department. I can’t understand why those people upstairs complain so much about the reports.”

    For the last several years, the company’s marketing department has chronically failed to meet the sales goals expressed in the company’s monthly budgets.

Required: 1.

The company’s president is uneasy about the cost reports, what can be the reason? (You may select more than one answer. Single click the box with the question mark to produce a check mark for a correct answer and double click the box with the question mark to empty the box for a wrong answer.)

Cost reports are effective as budgeted costs at one level of activity is compared to actual costs at another level of activity Cost reports shows whether fixed costs and variable costs are controlled Cost reports shows whether fixed costs are controlled and do not show whether variable costs are controlled Cost reports are ineffective as budgeted costs at one level of activity is compared to actual costs at another level of activity 2.

What kind of reports should be used to give better insight into how well departmental supervisors are controlling costs?

Fixed budget performance reports must be used Flexible budget performance reports must be used 3.

Complete a new performance report for the quarter, based on answer to (2) above. (Input all amounts as positive values. Leave no cells blank - be certain to enter "0" wherever required. Indicate the effect of each variance by selecting "F" for favorable, "U" for unfavorable, and "None" for no effect (i.e., zero variance). Round your intermediate calculations to 2 decimal places and final answers to the nearest dollar amount. Omit the "$" sign in your response.)

Assembly Department
Performance Report
For the Month Ended March 31

Activity Variances         Budget Revenue and Spending Variances   Machine-hours      Supplies $    (Click to select)UFNone $    $    (Click to select)UNoneF   Scrap    (Click to select)UFNone       (Click to select)UNoneF

  Indirect materials

   (Click to select)FUNone       (Click to select)NoneUF   Wages and salaries    (Click to select)UFNone       (Click to select)FUNone   Equipment depreciation    (Click to select)UNoneF       (Click to select)FNoneU   Total $    (Click to select)UNoneF $    $    (Click to select)UFNone

Explanation / Answer

1

The company’s president is uneasy about the cost reports, what can be the reason?

Answer:

Cost reports should be prepared by comparing Flexible budget with Actual at same level of activity. The given cost report is comparing budget and actual at different level of activity.

Hence the answer shall be :

Cost reports are ineffective as budgeted costs at one level of activity is compared to actual costs at another level of activity

2

What kind of reports should be used to give better insight into how well departmental supervisors are controlling costs?

Answer:

As explained above, Flexible budget (at actual level of activity) should be compared with actual for better insight.

Hence answer shall be :

Flexible budget performance reports must be used

3

Assembly Department

Performance Report

For the Month Ended March 31

Planning
Budget

Flexible
Budget

Actual
Results

Activity Variances

Revenue and Spending Variances

A

B

C

A-B

B-C

  Machine-hours

32000

27000

27000

  Supplies

$      9,600

$                                8,100

$      9,000

$    1,500

F

$     900

U

(9600/32000)*27000

  Scrap

$    12,800

$                              10,800

$    11,800

$    2,000

F

$ 1,000

U

(12800/32000)*27000

  Indirect materials

$    54,400

$                              45,900

$    48,900

$    8,500

F

$ 3,000

U

(54400/32000)*27000

  Wages and salaries

$    50,000

$                              50,000

$    51,900

$           -  

None

$ 1,900

U

  Equipment depreciation

$    88,000

$                              88,000

$    88,000

$           -  

None

$         -  

None

  Total

$ 214,800

$                           202,800

$ 209,600

$ 12,000

F

$ 6,800

U

1

The company’s president is uneasy about the cost reports, what can be the reason?

Answer:

Cost reports should be prepared by comparing Flexible budget with Actual at same level of activity. The given cost report is comparing budget and actual at different level of activity.

Hence the answer shall be :

Cost reports are ineffective as budgeted costs at one level of activity is compared to actual costs at another level of activity

2

What kind of reports should be used to give better insight into how well departmental supervisors are controlling costs?

Answer:

As explained above, Flexible budget (at actual level of activity) should be compared with actual for better insight.

Hence answer shall be :

Flexible budget performance reports must be used

3

Assembly Department

Performance Report

For the Month Ended March 31

Planning
Budget

Flexible
Budget

Actual
Results

Activity Variances

Revenue and Spending Variances

A

B

C

A-B

B-C

  Machine-hours

32000

27000

27000

  Supplies

$      9,600

$                                8,100

$      9,000

$    1,500

F

$     900

U

(9600/32000)*27000

  Scrap

$    12,800

$                              10,800

$    11,800

$    2,000

F

$ 1,000

U

(12800/32000)*27000

  Indirect materials

$    54,400

$                              45,900

$    48,900

$    8,500

F

$ 3,000

U

(54400/32000)*27000

  Wages and salaries

$    50,000

$                              50,000

$    51,900

$           -  

None

$ 1,900

U

  Equipment depreciation

$    88,000

$                              88,000

$    88,000

$           -  

None

$         -  

None

  Total

$ 214,800

$                           202,800

$ 209,600

$ 12,000

F

$ 6,800

U