Gregg,
I wanted to Thank you for your help.
I did use the 3 Data Directives you sent in your email. Instead of firing
a BPM, I used the DMT to set the initial values.
I heard people were doing mass update via BPM but, did not know how.
Thanks for the tip on the UD table.
Your help has made reporting Excess Inventory much easier.
Thanks much!!
Cathy
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Greg Payne
Sent: Wednesday, June 12, 2013 6:31 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] BAQ Summary tables and Calculated fields - syntax
I use Ud03 for triggering any mass update bpm. A consultant I used made a
utilities submenu back when I first started in Epicor and put a menu item
for UD maintenance. entering any info in the table and saving will trigger
the Update method to run.
make a menu item and in the program put Epicor.Mfg.UI.UD03Entry.dll. clink
new and then enter any data and update to run the utility.
Greg
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Cathy
Sent: Wednesday, June 12, 2013 7:36 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] BAQ Summary tables and Calculated fields - syntax
Thank you so much -
On the "Initialize PartWhse on UD03 update" What is in UD03?
Cathy
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>] On
Behalf Of
Greg Payne
Sent: Wednesday, June 12, 2013 4:28 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] BAQ Summary tables and Calculated fields - syntax
here you go. I also set the extended properties on the fields, so they come
into baqs with the correct labels and not generically numberxx or datexx.
HTH
Greg Payne
DD on PartDtl
/* Update Number01 with OnOrder */
define variable OnOrder as decimal no-undo initial 0.
For First ttPartDtl where ttPartDtl.SourceFile = 'PO'.
For First PartWhse where PartWhse.Company = cur-comp and PartWhse.PartNum =
ttPartDtl.partnum.
For Each PartDtl where PartDtl.Company = PartWhse.Company and
PartDtl.Partnum = PartWhse.PartNum and PartDtl.SourceFile = 'PO'.
Message " DEBUG - PartNum " + PartDtl.PartNum + " Quantity " +
string(PartDtl.Quantity).
OnOrder = OnOrder + PartDtl.Quantity.
End. /* end PartDtl */
Assign PartWhse.Number01 = OnOrder.
End. /* End PartWhse */
End. /* End ttPartDtl */
Initialize PartWhse on UD03 update
/* Update Number01 with OnOrder */
define variable OnOrder as decimal no-undo initial 0.
For each ttUD03 where (ttUD03.rowmod = 'A' or ttUD03.rowmod = 'U') and
ttUD03.Company = cur-comp.
For Each PartWhse where PartWhse.Company = cur-comp.
For Each PartDtl where PartDtl.Company = PartWhse.Company and
PartDtl.Partnum = PartWhse.PartNum and PartDtl.SourceFile = 'PO'.
Message " DEBUG - PartNum " + PartDtl.PartNum + " Quantity " +
string(PartDtl.Quantity).
OnOrder = OnOrder + PartDtl.Quantity.
End. /* end PartDtl */
Assign PartWhse.Number01 = OnOrder.
Assign OnOrder = 0.
End. /* End PartWhse */
End.
DD on PartTran for last Receipt Date
/* Assign LastRecv Date */
message "DEBUG - In part Tran " .
For Each ttPartTran where ttpartTran.Company = cur-comp and
(ttPartTran.TranType = "PUR-STK" or ttPartTran.TranType = "PUR-MTL" or
ttPartTran.TranType = "INS-STK" or (ttPartTran.TranType = "STK-STK" and
ttpartTran.WareHouse2 = "RIHOLD")),
First PartWhse fields ( Date01 ) where ttPartTran.Company = PartWhse.Company
and ttPartTran.Partnum = PartWhse.PartNum and ttPartTran.WareHouseCode =
PartWhse.WareHouseCode and ttPartTran.TranDate > PartWhse.Date01
exclusive-lock.
Message " DEBUG - Assign Date to Part " ttPartTran.PartNum + " " +
string(partWhse.Date01) + ' ' + ttpartTran.Rowmod + " type " +
ttPartTran.TranType.
Assign PartWhse.Date01 = ttPartTran.TranDate.
End.
DD on PartTran for last Issue Date
/* Assign LastIssued Date */
message "DEBUG - In part Tran " .
For Each ttPartTran where ttpartTran.Company = cur-comp and
ttPartTran.TranType = "STK-MTL",
First PartWhse fields ( Date02 ) where ttPartTran.Company = PartWhse.Company
and ttPartTran.Partnum = PartWhse.PartNum and ttPartTran.WareHouseCode =
PartWhse.WareHouseCode and ttPartTran.TranDate > PartWhse.Date02
exclusive-lock.
Message " DEBUG - Assign Date to Part " ttPartTran.PartNum + " " +
string(partWhse.Date02) + ' ' + ttpartTran.Rowmod + " type " +
ttPartTran.TranType.
Assign PartWhse.Date02 = ttPartTran.TranDate.
End.
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Cathy
Sent: Wednesday, June 12, 2013 6:29 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] BAQ Summary tables and Calculated fields - syntax
Thank you Greg,
The DD and the update BPM would be appreciated.
Cathy
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>] On
Behalf Of
Greg Payne
Sent: Wednesday, June 12, 2013 2:35 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] BAQ Summary tables and Calculated fields - syntax
Getting excess is a pain. I had the same issue with PartDtl, so I did a data
directive on PartDtl to build On Order(supply) in PartWhse. I also update
PartWhse with last purchased and last issued date, so we can decide when to
write off the excess. This makes the CR easier to deal with.
Let me know if you want the DD and I have an update bpm on a UD to set the
initial values.
Greg
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Cathy
Sent: Wednesday, June 12, 2013 4:31 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] BAQ Summary tables and Calculated fields - syntax
I started with summarizing PartWhse the Quantity on Hand.
In the Crystal report I created a formula for the total of Demand and Supply
from the partdtl table.
However, I am doing an excess Inventory report where I take the (Qty on Hand
+ Supply) - (total Demand - minimum on Hand) * Avg Cost = Excess$
Each part is a single line so the detail is depress.
I could not sort of Excess$ because it is calculated at the group level.
So I thought I would summarize the partdtl table.
I would like to total by sourcefile by supply and demand.
If there a way to TOTAL a summarized table with an IF statement?
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>] On
Behalf Of
Dan Godfrey
Sent: Wednesday, June 12, 2013 1:13 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] BAQ Summary tables and Calculated fields - syntax
Just to back up, why are you wanting to TOTAL PartDtl instead of
PartWhse.OnHandQty?
Dan Godfrey
(805) 389-1935 x 251
________________________________
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On
Behalf Of cathyattechnologicsys
Sent: Wednesday, June 12, 2013 11:29 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] BAQ Summary tables and Calculated fields - syntax
I found that in a BAQ you can only have 1 summary table.
We have a progress DB so this is my only choice.
What I want to do is total demand and total supply.
The PartWhse table has total demand but, it does not have total supply.
I want to total the PartDtl I want to total the records where the sourcefile
is PO or JH.
What I have so far is:
IF PartDtl.SourceFile = 'JM' OR PartDtl.SourceFile = 'OR' then
TOTAL(PartDtl.Quantity)
Else 0
It is not working. What is the correct syntax?
Is there a syntax for IN - example PartDtl.SourceFile IN ('JM', 'OR') ?
Thank you
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[Non-text portions of this message have been removed]
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________________________________
CONFIDENTIALITY NOTICE
The information contained in this communication, including attachments, is
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or the employee or agent responsible for delivering it to the intended
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this communication in error, please notify us at 727-578-6280 and
immediately delete the communication.
"This (document/presentation) may contain technical data as defined in the
International Traffic In Arms Regulations (ITAR) 22 CFR 120.10. Export of
this material is restricted by the Arms Export Control Act (22 U.S.C. 2751
et seq.) and may not be exported to foreign persons without prior approval
form the U.S. Department of State."
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
I wanted to Thank you for your help.
I did use the 3 Data Directives you sent in your email. Instead of firing
a BPM, I used the DMT to set the initial values.
I heard people were doing mass update via BPM but, did not know how.
Thanks for the tip on the UD table.
Your help has made reporting Excess Inventory much easier.
Thanks much!!
Cathy
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Greg Payne
Sent: Wednesday, June 12, 2013 6:31 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] BAQ Summary tables and Calculated fields - syntax
I use Ud03 for triggering any mass update bpm. A consultant I used made a
utilities submenu back when I first started in Epicor and put a menu item
for UD maintenance. entering any info in the table and saving will trigger
the Update method to run.
make a menu item and in the program put Epicor.Mfg.UI.UD03Entry.dll. clink
new and then enter any data and update to run the utility.
Greg
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Cathy
Sent: Wednesday, June 12, 2013 7:36 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] BAQ Summary tables and Calculated fields - syntax
Thank you so much -
On the "Initialize PartWhse on UD03 update" What is in UD03?
Cathy
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>] On
Behalf Of
Greg Payne
Sent: Wednesday, June 12, 2013 4:28 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] BAQ Summary tables and Calculated fields - syntax
here you go. I also set the extended properties on the fields, so they come
into baqs with the correct labels and not generically numberxx or datexx.
HTH
Greg Payne
DD on PartDtl
/* Update Number01 with OnOrder */
define variable OnOrder as decimal no-undo initial 0.
For First ttPartDtl where ttPartDtl.SourceFile = 'PO'.
For First PartWhse where PartWhse.Company = cur-comp and PartWhse.PartNum =
ttPartDtl.partnum.
For Each PartDtl where PartDtl.Company = PartWhse.Company and
PartDtl.Partnum = PartWhse.PartNum and PartDtl.SourceFile = 'PO'.
Message " DEBUG - PartNum " + PartDtl.PartNum + " Quantity " +
string(PartDtl.Quantity).
OnOrder = OnOrder + PartDtl.Quantity.
End. /* end PartDtl */
Assign PartWhse.Number01 = OnOrder.
End. /* End PartWhse */
End. /* End ttPartDtl */
Initialize PartWhse on UD03 update
/* Update Number01 with OnOrder */
define variable OnOrder as decimal no-undo initial 0.
For each ttUD03 where (ttUD03.rowmod = 'A' or ttUD03.rowmod = 'U') and
ttUD03.Company = cur-comp.
For Each PartWhse where PartWhse.Company = cur-comp.
For Each PartDtl where PartDtl.Company = PartWhse.Company and
PartDtl.Partnum = PartWhse.PartNum and PartDtl.SourceFile = 'PO'.
Message " DEBUG - PartNum " + PartDtl.PartNum + " Quantity " +
string(PartDtl.Quantity).
OnOrder = OnOrder + PartDtl.Quantity.
End. /* end PartDtl */
Assign PartWhse.Number01 = OnOrder.
Assign OnOrder = 0.
End. /* End PartWhse */
End.
DD on PartTran for last Receipt Date
/* Assign LastRecv Date */
message "DEBUG - In part Tran " .
For Each ttPartTran where ttpartTran.Company = cur-comp and
(ttPartTran.TranType = "PUR-STK" or ttPartTran.TranType = "PUR-MTL" or
ttPartTran.TranType = "INS-STK" or (ttPartTran.TranType = "STK-STK" and
ttpartTran.WareHouse2 = "RIHOLD")),
First PartWhse fields ( Date01 ) where ttPartTran.Company = PartWhse.Company
and ttPartTran.Partnum = PartWhse.PartNum and ttPartTran.WareHouseCode =
PartWhse.WareHouseCode and ttPartTran.TranDate > PartWhse.Date01
exclusive-lock.
Message " DEBUG - Assign Date to Part " ttPartTran.PartNum + " " +
string(partWhse.Date01) + ' ' + ttpartTran.Rowmod + " type " +
ttPartTran.TranType.
Assign PartWhse.Date01 = ttPartTran.TranDate.
End.
DD on PartTran for last Issue Date
/* Assign LastIssued Date */
message "DEBUG - In part Tran " .
For Each ttPartTran where ttpartTran.Company = cur-comp and
ttPartTran.TranType = "STK-MTL",
First PartWhse fields ( Date02 ) where ttPartTran.Company = PartWhse.Company
and ttPartTran.Partnum = PartWhse.PartNum and ttPartTran.WareHouseCode =
PartWhse.WareHouseCode and ttPartTran.TranDate > PartWhse.Date02
exclusive-lock.
Message " DEBUG - Assign Date to Part " ttPartTran.PartNum + " " +
string(partWhse.Date02) + ' ' + ttpartTran.Rowmod + " type " +
ttPartTran.TranType.
Assign PartWhse.Date02 = ttPartTran.TranDate.
End.
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Cathy
Sent: Wednesday, June 12, 2013 6:29 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] BAQ Summary tables and Calculated fields - syntax
Thank you Greg,
The DD and the update BPM would be appreciated.
Cathy
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>] On
Behalf Of
Greg Payne
Sent: Wednesday, June 12, 2013 2:35 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] BAQ Summary tables and Calculated fields - syntax
Getting excess is a pain. I had the same issue with PartDtl, so I did a data
directive on PartDtl to build On Order(supply) in PartWhse. I also update
PartWhse with last purchased and last issued date, so we can decide when to
write off the excess. This makes the CR easier to deal with.
Let me know if you want the DD and I have an update bpm on a UD to set the
initial values.
Greg
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Cathy
Sent: Wednesday, June 12, 2013 4:31 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] BAQ Summary tables and Calculated fields - syntax
I started with summarizing PartWhse the Quantity on Hand.
In the Crystal report I created a formula for the total of Demand and Supply
from the partdtl table.
However, I am doing an excess Inventory report where I take the (Qty on Hand
+ Supply) - (total Demand - minimum on Hand) * Avg Cost = Excess$
Each part is a single line so the detail is depress.
I could not sort of Excess$ because it is calculated at the group level.
So I thought I would summarize the partdtl table.
I would like to total by sourcefile by supply and demand.
If there a way to TOTAL a summarized table with an IF statement?
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>] On
Behalf Of
Dan Godfrey
Sent: Wednesday, June 12, 2013 1:13 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] BAQ Summary tables and Calculated fields - syntax
Just to back up, why are you wanting to TOTAL PartDtl instead of
PartWhse.OnHandQty?
Dan Godfrey
(805) 389-1935 x 251
________________________________
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
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Behalf Of cathyattechnologicsys
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Subject: [Vantage] BAQ Summary tables and Calculated fields - syntax
I found that in a BAQ you can only have 1 summary table.
We have a progress DB so this is my only choice.
What I want to do is total demand and total supply.
The PartWhse table has total demand but, it does not have total supply.
I want to total the PartDtl I want to total the records where the sourcefile
is PO or JH.
What I have so far is:
IF PartDtl.SourceFile = 'JM' OR PartDtl.SourceFile = 'OR' then
TOTAL(PartDtl.Quantity)
Else 0
It is not working. What is the correct syntax?
Is there a syntax for IN - example PartDtl.SourceFile IN ('JM', 'OR') ?
Thank you
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