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Analyzing Special Orders in Accounting

Apr 21, 2025

Accounting 2301 Chapter 14: Special Orders Analysis

Introduction

  • Special Orders: One-time requests or orders at different prices.
    • Example: Customer requests a one-time order at a different price or requests an alteration at the same price.
  • Decision: Whether to accept or reject the special order.

Assumptions in Analyzing Special Orders

  • Market Impact: Sales in other markets remain unaffected by the special order.
  • Capacity: There is sufficient production capacity to fill the order without affecting existing commitments.
    • Example: Cannot accept a special order if it means exceeding production capacity or turning down existing customers.

Example Analysis: Sunbelt Company

  • Production: 100,000 smoothie blenders per month (80% capacity).
  • Costs:
    • Variable manufacturing costs: $8 per unit.
    • Fixed costs: $400,000 total ($4 per unit).
    • Normal selling price: $20 per blender.
  • Special Order Offer:
    • Kensington Company offers to buy 2,000 blenders at $11 per unit.
    • No impact on normal sales.
    • Existing capacity can accommodate the additional production.

Incremental Analysis

  • Revenues:
    • Rejecting the order: $0 additional revenue.
    • Accepting the order: Additional $22,000 (2,000 units x $11 each).
  • Costs:
    • Variable Costs: Only the variable costs are considered in incremental analysis.
      • Rejecting the order: $0 additional costs.
      • Accepting the order: Additional $16,000 (2,000 units x $8 variable cost per unit).
  • Fixed Costs:
    • Not relevant as they remain unchanged regardless of production level.

Decision

  • Net Income Impact:
    • Additional revenue ($22,000) minus additional variable costs ($16,000) yields an additional net income of $6,000.
  • Major Consideration: Variable costs vs. fixed costs.
  • General Rule: Accept orders where the selling price exceeds variable costs per unit, as done in this case.

Conclusion

  • Special orders can contribute positively to net income if analyzed correctly, focusing on variable costs and ignoring fixed costs in the decision-making process.