In this article you will learn why a green lot does not appear from the "Green lot" drop-down menu when editing a completed roast, and how you can select the green lot in question.
To learn more about how to edit a completed roast, visit the following manual: How to edit a completed roast
Problem description
If you are trying to edit a completed roast, and the green lot you wish to select is not found from the "Green lot" drop-down menu:
This can usually have two root causes:
The lot's registration date
If the green lot has been registered after the roast has been conducted, it won't be fetchable when editing the roast, as the lot did theoretically not exist at the time of the roast.
Identifying the lot's registration date and roast date
- Open the Green Inventory overview page in a new tab.
- Look for the lot in question and click the ID tag to go to the lot's detail page.
- Under General information, refer to the Registered time.
- Hover over the Registered time to see the timestamp of the lot's registration date.
- Go back to the roast editing view and compare the roast roast date with the lot's registration date.
For example, if the Roast date for the roast is 06/06/2021 - 06:00PM, the green lot's Registration date must be older.
When you can rule out the registration date as a potential root cause, jump to the lot's location section to proceed.
Troubleshooting the registration date
When the green lot's Registration date has been registered after the Roast date of the roast in question, there are two methods that can help you replace the roast's green lot by the lot you wish to replace:
Revising the lot's registration date
The lot's registration date can only be edited, as long as no weight adjustments are made to the lot.
- Go to the details page of the lot in question by clicking the ID tag.
- Click Edit top right.
- Change the Registration date to any time before the roast in question and Save your changes.
Note: If the Registration date fields are not yet enabled, click on the Customize fields button top right and check the Registration date checkbox, and Save.
For example, if the Roast date for the roast is 07/07/2021 - 06:00PM, you can set the green lot's Registration date fields to 07/06/2021 - 06:00PM.
If the Registration Date fields are greyed out, you can "duplicate" the green lot. By copying the green lot, you are able to manually set the lot's registration date.
Only recommended if it the lot is not linked to any other activity (i.e. multiple locations, physical/sensorial sessions, etc.)
To copy the green lot, please follow the steps outlined below:
- Go back to the lot's detail page.
- Click the Copy button in the upper-right corner instead.
- Set the registration date to a date/time before the roast date and verify that the lot's information is correct, then once you are satisfied click the Create lot button.
Hint: We recommend that you mark the "old" green lot as consumed, or delete it after trying the above steps to prevent your inventory from having duplicates.
Editing the roast's date/time
Editing a roast's date/time, will modify the order of the roast's ID-tag in the table found from your Roasts overview page.
- Go back to the roast's editing view.
- From the Date (and time) fields, edit the the date/time so that the the roast's Roast date is set to a date/time before the lot's Registration date.
- Scroll down and click the Update roast button.
For example, if you are trying to substitute a lot with the registration date 06/06/2021 - 02:43 PM, you can set the the roast's Date (and time) fields to any date/time after the lot's registration date (e.g. 06/05/2021 - 02:43PM)
The lot's location
The error message shows you already the location of the roast you are about to edit.
In this example it says "No lots found in Roastery", in which Roastery refers to the actual location of the roast you are about to edit.
Identifying the lot's location
To identify the lot's location, follow the steps below:
- Open the Green Inventory overview page in a new tab.
- Look for the lot in question and click the ID tag to go to the lot's detail page.
- Under General information, refer to the Location.
Troubleshooting the lot's location
When the Location of the green lot differs from the location of the roast, you need to assign the lot in question to the same location as the roast.
- Open the Green Inventory overview page in a new tab.
- Open the detail page of the lot in question by clicking the ID tag.
- Click Manage > Warehouse distribution in the menu at the top.
- Move some of the inventory to the location of the roast by entering the amount to move to the respective field.
- Click Update to confirm.
- A new lot with the same ID-tag is being created for the new location which is now fetchable for the roast in the roast edit screen.