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The Decision Making Process

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Chapter Four

Syllabus topic 1, "Introduction to Management Accounting – Meaning, Nature, Scope, Functions, Decision Making Process, Financial Accounting V/s Management Accounting"

Pages 7 to 8 of 162

In one line

A decision is made in six steps, and the management accountant supplies the figures for four of them.

The six steps

StepWhat happensWhose step
1Define the problem or the objectiveManagement, with the accountant
2Identify the alternative courses of actionManagement
3Collect the data relevant to each alternativeThe accountant
4Evaluate the alternatives against the objectiveThe accountant presents, management judges
5Select the course of actionManagement alone
6Implement, and review the outcome against what was expectedManagement, with the accountant on the review

Step three is where the subject lives

"Relevant" is the word to understand, and it has a technical meaning.

A cost is relevant ifExample
It is a future costThe rent of a warehouse not yet taken
It differs between the alternativesMaterial that one design uses and another does not

A cost that is already incurred is irrelevant, however large. A cost that is the same under every alternative is irrelevant, however necessary.

So a decision is taken on differential figures, not on total figures, and the accountant's first task is to strip out everything that does not differ.

Worked, and it is short on purpose

A company can make a component or buy it. Making it costs materials Rs 40, labour Rs 30 and variable overhead Rs 10 a unit, and it absorbs Rs 25 a unit of fixed factory overhead that the company incurs whatever it does. The component can be bought at Rs 90.

Make, RsBuy, Rs
Materials40nil
Labour30nil
Variable overhead10nil
Purchase pricenil90
Relevant cost a unit8090

Making is cheaper by Rs 10 a unit.

The fixed overhead of Rs 25 is nowhere in the statement, because the company bears it under both alternatives. Include it and the answer reverses: making would appear to cost Rs 105 against Rs 90, and the company would buy a component it can make more cheaply. That single omission is what step three exists to enforce.

Where the review closes the loop

Step six is not decoration. Comparing what happened with what was expected does two things: it corrects the course while there is still time, and it tells the accountant how good the estimates in step three were. A firm that never reviews never learns whose forecasts to trust.

What it does NOT mean

The steps are not always sequential. Evaluating one alternative often reveals another, and the process goes back to step two.

Not every decision needs all six. A routine reorder is decided by a rule, and the rule was itself the outcome of a decision once taken.

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The Decision Making Process

The figures do not decide. They narrow the choice; judgment on matters not in figures does the rest.

Quick revision

Six stepsDefine, identify alternatives, collect relevant data, evaluate, select, implement and review
The accountant's stepsThree and four, and the review in six
A relevant cost isFuture and differs between the alternatives
Two costs to excludeSunk costs and costs common to all alternatives
Whose step is fiveManagement's alone

Test yourself

  1. List the six steps.
  2. What two tests must a cost pass to be relevant?
  3. In the make-or-buy example, why is the fixed overhead excluded?
  4. Which step belongs to management alone?
  5. What does step six give the accountant?

Answer in one sentence

1. Define the problem, identify the alternatives, collect the relevant data, evaluate the alternatives, select a course, and implement and review it.

2. It must be a future cost and it must differ between the alternatives.

3. Because the company incurs it whether it makes or buys, so it does not differ, and including it reverses the answer.

4. Step five, selecting the course of action.

5. A measure of how good the estimates in step three were, and so of whose forecasts to trust next time.

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The rest of this subject

These notes are cut from the University's printed syllabus. Open the syllabus itself, or the past papers, for the same subject.

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