Green lot is unavailable when editing the lot used on a completed roast

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.

Note: To learn more about how to edit a completed roast, visit the following manual: How to edit a completed roast

  1. Why can't I select the green lot?

  2. Troubleshooting

Why can't I select the green lot?

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 typically means that the green lot's (Registration) date, has been registered after the (Roast) date of the roast(s) in question.

To verify that you cannot select the lot due to the above, please try to:

Identifying the lot's registration date

  1. Log in to the online platform C-sar.
  2. Go to Green inventory in the menu.
  3. Click on the lot's ID tag to go to the lot's overview page.
  4. Under General information, refer to the "Registered" time.
  5. Hover over the "Registered" time to see the timestamp representative of the lot's registration date.

Identifying the Roast date

  1. From C-sar, go to Roasts in the menu. 
  2. Click on the roast you'd like to revise to access the roast's overview page.
  3. Check the Date under the Roast summary information.

Troubleshooting

When the green lot's (Registration) date, has been registered after the (Roast) date of the roast(s) in question, there are two methods that can help you replace the roast's green lot by the lot you wish to replace:

Note: Once you have either edited the roast's date/time, or created a new copy of the green lot, you can then edit the roast to have the correct green lot set. 

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.

For roasts linked to a Post-roast blend (e.g. PB-0001), the roasts' date/time, nor the green lot(s) used can be adjusted.

  1. From C-sar, go to Roasts in the menu. 
  2. Click on the roast you'd like to revise and click the Edit button in the upper-right corner.
  3. 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.
  4. Scroll down and click the Update roast button.

Note: For example, if you are trying to substitute a lot with the registration date 01/28/2021 - 11:02 PM, you can set the the roast's Date (and time) fields to any date/time after the lot's registration date (e.g. 01/29/2021 - 11:02PM)

Creating a new copy of the green lot with a new registration date

If you would prefer not to edit your roast's Roast date, you can "duplicate" the green lot. By copying the green lot, you are able to manually set the lot's registration date.

We recommend that you only copy a lot if it is not linked to any other activity (i.e. multiple locations, physical/sensorial sessions, etc.)

Note: When copying the lot, verify you set the new registration date to a time/date before the Roast date for the roast in question.

For example, if the Roast date for the roast is 07/07/2021 - 06:00PM, you can set the (copied) green lot's Registration date fields to 07/06/2021 - 06:00PM.

To copy the green lot, please follow the steps outlined below:

  1. From C-sar, go to the Green inventory in the menu.
  2. Click on the green lot you'd like to copy and click the Copy button in the upper-right corner.
    1. If the Registration date fields are not yet enabled, click on the Customize fields button.
    2. Check the Registration date checkbox, and Save.
  3. 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.