Report definitions

The following reports are included in Lineage Reports available through Lineage Link. To access these reports, expand the shortcuts menu by selecting the Lineage Link logo. Note: Report data is available for select Warehouse Management Systems at each facility location. As we continue to expand our network, you can see the status of available reports by WMS.

Pro-tip! To see which facility locations are available for a particular report, after selecting a report, you can review the available facilities listed in the options menu on the left first.

This article covers: Select a topic to view definitions and use cases for each type of report.

Inventory

The following reports are listed under the Inventory category.

Report name	Description	Common use cases
HPP Log - Analysis	High-pressure processing information by date range	What Items /lots entered HPP today? Have my lots completed HPP? How much of X item has completed HPP this week?
Inventory - Adjustment Confirmation	Record of adjustments by item #, adjustment reason, and date range	What adjustments occurred [last week] to these items/lots? Why did these adjustments occur?
Inventory - Distressed Stock by Lot	Lots in danger of expiration by days to expiration	What lots will be expiring in X days?
Inventory - Lot Detail	Lot details by item # and storage requirements	How much of X item do I have available to ship? What is the shelf life of an item? What lots are on hold?
Inventory - Lot History	Complete lot history events from receipt to deplete by lot #	What happened to a single lot over its entire lifespan? Is this lot currently committed to any orders? What purchase order was this lot received on? How many cases were shipped from a lot last month?
Inventory - Lot Summary on Hold	Lot hold summary by item # and lot #	What LOTS are on hold / on hand/ committed/ available?
Inventory - Lots and Pallets On Hold - Analysis	Lot & pallet hold details by lot #, hold code, and pallet ID	Which lots/pallets are on hold at a facility by hold code? If available, which customer pallet ID's/LPN are on hold?
Inventory - On Hand Inventory - Analysis	Current inventory detail filterable by item # and storage type On Hand: Total quantity at the facility Committed: Quantity allocated to an order Available: On Hand minus Committed	What do I have on hand at X facility? How much of X item/lot is committed to orders? What is on hand/committed/available?
Inventory - Recurring Storage Detail - Analysis	Invoice storage detail by item # and date range	When were lots received and when was I last billed for storage?
Inventory - Stock Movement - Analysis	Item movements by lot #, item #, and date range	I want to see every transaction made across items at a facility over a certain time period. How many cases of X item were shipped in the last 60 days? What adjustments have been made against X item this week?
Inventory - Stock Summary - Analysis	On hand & available inventory by item # and storage requirements	What Items do I have at a facility? What is the total on hand quantity of each item at a facility?
Trace Report	Track inventory history by lot #, item #, and date range. Note: This report includes the Customer pallet # where applicable.	When was a Lot # received? Where has that Lot # been shipped? What QTY of a Lot # is left at a facility? Have adjustments been made to a Lot #?

Invoicing

The following reports are listed under the Invoicing category.

Report name	Description	Common use cases
Invoicing - Billing Detail - Analysis	Invoice and billing details by bill type and date range	What was charged to receive this PO/ Lot?

Orders

The following reports are listed under the Orders category.

Report name	Description	Common use cases
Orders - Order Detail by Line Item	Order detail by direction (inbound/outbound) and date range	What orders came in or left X facility and what did they contain? What orders have shipped at X facility so far today? What did the facility receive on my purchase order?
Orders - Order Details Cuts By Reason Code - Analysis	Orders lines by item #, shipment #, and date range	What orders had cuts on them last [month]? What was the original ordered quantity before the cut?
Orders - Outbound Summary	Summary of outbound orders by order #, confirmation #, and date range	What orders shipped today? What has not shipped? What is planned to ship tomorrow? How much?
Orders - Projected Inventory Shortage	Identifies product shortages for a specific customer and a particular facility and the orders they have to ship for near future dates.	Which items have potential shortages? What is the available qty for items with shortages? When are the inbounds expected for that item? How many of the items with shortages are placed on hold? How many items are available to be committed to orders? How many orders can I fulfill with the expected inbounds?

Scheduling

The following reports are listed under the Scheduling category.

Report name	Description	Common use cases
Scheduling - Appointment Summary Report	Appointment details by confirmation # and date range.	What is coming in/leaving a Lineage facility? What are the service types for the appointments? (Pallet, Slipsheet, Rail, etc.) Is my carrier arriving on time for their appointment? When did the carrier leave the facility? What is the status of the orders on my appointments?

Shipments

The following reports are listed under the Shipments category.

Report name	Description	Common use cases
Shipments - Shipping Confirmation	Record of shipped orders with lines by date range	What has shipped [today]?
Shipments - Truck Log Outbound by MBOL	Outbound truck appointment information by MBOL, carrier, destination, and date range	What time did my carrier arrive and leave? Was anything cut on an order?
Turn Time - Analysis	Truck turn times by confirmation # and date range	Did my carrier arrive on time/late? How long did Lineage take to service this appointment? When did my carrier leave the Lineage facility?