Inventory & Depreciation

Inventory Methods

Applying FIFO, LIFO, and Weighted Average; distinguishing Periodic vs. Perpetual counting.

Questions present 2–4 purchase batches with different unit costs and ask for COGS or ending inventory under a specified method. Periodic vs. Perpetual questions are definitional or discrepancy-based. The Weighted Average method appears in both inventory and bookkeeping contexts.

What the exam tests

Definition-to-Term Identification

Match a description to the correct method (e.g., 'continuous inventory method where counts are kept up-to-date' = Perpetual Inventory).

Multi-Step Quantitative COGS Calculation

Calculate Cost of Goods Sold from purchase batches: FIFO starts with oldest units; LIFO starts with newest units; Weighted Average uses a blended cost per unit.

Method-Specific Logic Application

Identify which method assigns which costs to COGS vs. ending inventory: LIFO assigns newest costs to COGS, and FIFO assigns oldest costs to COGS.

Formula Variable Identification

Identify components of the Weighted Average formula: Average Cost per Unit = Cost of Goods Available for Sale ÷ Number of Units Available for Sale.

Discrepancy and Audit Analysis

If a physical count is higher than the system balance, identify the likely cause (e.g., failure to record all purchases in the perpetual system).

Logical Flow Mastery (FIFO / LIFO / Weighted Average)

Key rules

  • FIFO (First-In, First-Out): oldest purchase costs → COGS; newest purchase costs → Ending Inventory.
  • LIFO (Last-In, First-Out): newest purchase costs → COGS; oldest purchase costs → Ending Inventory.
  • Weighted Average: Average Cost = Total Cost of Available Units ÷ Total Units Available; apply this rate to units sold → COGS and to units remaining → Ending Inventory.
  • In rising-price environments: FIFO → higher net income (lower COGS); LIFO → lower net income (higher COGS).

Common traps

  • !Applying FIFO cost flow to LIFO or vice versa when units have different purchase costs per batch.

Conceptual Discrimination (Periodic vs. Perpetual)

Key rules

  • Periodic: COGS is calculated only at the end of the period via a physical count (Cost of Goods Available − Ending Inventory = COGS).
  • Perpetual: COGS and inventory balance are updated continuously with every transaction.
  • Physical count discrepancies are identified by comparing the perpetual system balance to the actual count.

Common traps

  • !Assuming a perpetual system eliminates the need for physical counts. Discrepancies must still be verified.

Arithmetical Proficiency

Key rules

  • Batch COGS = Units Sold from that batch × Cost per Unit for that batch.
  • Sum costs across all batches used to fill the sale to get total COGS.
  • Verify: Cost of Goods Available for Sale = COGS + Ending Inventory.

Common traps

  • !Using the wrong unit cost for a batch. Check the purchase date to confirm which batch is being drawn from.

Interpretive Data Extraction

Key rules

  • Extract: purchase dates, quantities per batch, and cost per unit for each batch.
  • Determine total units sold and which batches (in FIFO or LIFO order) cover that quantity.
  • Ignore narrative details about the product or business that do not contribute a number.

Common traps

  • !Using total units purchased instead of units sold when calculating COGS.

Try one

Which inventory method is described as a continuous system where inventory records are updated up-to-date after every purchase and sale?

A.Periodic
B.Lower of Cost or Market
C.Weighted Average
D.Perpetual

The perpetual method continuously updates the inventory balance and COGS with every transaction, so records stay current. A periodic system updates only at period-end via a physical count.

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