1. Cost Foundations

Cost Concepts and Behaviour

Classify cost for the question being answered

Cost Concepts and Behaviour

Begin with the cost object

A cost can be direct to one object and indirect to another.

CostProduct modelFactoryCustomer order
Battery used in a Cargo bikeDirectDirectDirect if traced
Factory supervisor salaryIndirectDirectIndirect
Special delivery requested by one customerIndirect to product designIndirectDirect

“Direct” means economically traceable to the chosen object, not physically touchable.

Four useful classification lenses

LensCategoriesDecision use
TraceabilityDirect / indirectCost assignment
BehaviourVariable / fixed / mixed / stepForecast and CVP
FunctionProduction / selling / administrationReporting and responsibility
RelevanceIncremental / avoidable / opportunity / sunkAlternatives

Do not substitute one lens for another. A fixed cost can be direct; a variable cost can be irrelevant if both alternatives incur it.

Northstar monthly cost map

ItemBehaviour within 1,000–3,000 bikesTraceability to modelShort explanation
Battery packsVariableDirectOne pack per bike
Assembly wages paid per unitVariableDirectChange with output under the stated contract
Factory rentFixedIndirectSame total within current capacity
ElectricityMixedMostly indirectBase load plus machine use
Second quality supervisor after 2,500 unitsStep-fixedIndirectCapacity changes at a threshold
Last year’s design studySunkDepends on objectCannot be changed by today’s choice

Mixed-cost estimate

Maintenance cost was £18,000 at 1,000 machine hours and £24,000 at 1,600 hours.

High-low estimate:

b=24,00018,0001,6001,000=£10 per hourb = \frac{24,000 - 18,000}{1,600 - 1,000} = £10 \text{ per hour}a=18,000(£10×1,000)=£8,000a = 18,000 - (£10 \times 1,000) = £8,000

Estimated cost equation:

Y=£8,000+£10XY = £8,000 + £10X

At 1,300 hours, predicted maintenance is £21,000.

High-low uses only two observations. Plot the data, inspect outliers and use regression or engineering analysis when the decision warrants it.

The fixed-cost-per-unit trap

Factory rent is £120,000:

OutputTotal fixed rentRent per unit
1,000£120,000£120
2,000£120,000£60
3,000£120,000£40

Lower unit cost does not mean Northstar saved rent. It spread the same total across more units. Producing unwanted inventory merely to lower unit cost can destroy cash and create write-down risk.

Relevant cost test

A number is relevant to a choice only if it is:

  1. future; and
  2. different between alternatives.

Opportunity cost is a sacrificed benefit and may not appear in the ledger. Sunk cost appears in records but is irrelevant to the choice. Neither visibility nor allocation decides relevance.

Quick check

Northstar owns an idle machine with a £50,000 carrying amount. It can use the machine for an order or rent it out for £8,000. Which amount is relevant?

Answer
The £8,000 forgone rent is an opportunity cost. The £50,000 carrying amount is not relevant unless the choice changes disposal value, impairment or another future cash flow.

Next: Costing Systems

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