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8/8/2019 Session 1 - XA R7 -An Executive Perspective
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Infor XA Release 7
An Executive Perspective
Deborah VermillionDeborah Vermillion
VP Consulting ServicesVP Consulting Services
deborah.vermillion@cistech.netdeborah.vermillion@cistech.net
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Deborah Vermillion
Professional Experience
MBA, CPIM, CIRM
IT Development Manager, ERP ProjectManager
20 Years XA Experience
MAPICS Experience
20 Years implementation and projectmanagement experience
Certifications in EPDM, Production,Procurement, Inventory, Cost Accounting
My background started in ITdevelopment of custom
accounting, inventory and salessystem. I have been doingMAPICS/XA for 20 years, in
variety of industries; Automotive-Nissan, Honda, Toyota suppliers,
Batch-Chemicals, Paper;Configure to Order, Make to Order
& Stock-Lighting, Electrical andLarge Capital Equipment.
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Agenda
1. What is XA Release 7?2. What are the improvements?
3. Is Release 7 ready for You?
4. How do I get there?
5. Summary
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What is XA Release 7?
Java Architecture InfrastructureNETWORK
server
iSeries
Application
Server
Web
ServerCustom
Definition
Server
Database
DB2/400HTML
Server
XML
ServerIexplore.exe
iSeries
ApplicationServer
DatabaseDB2/400
Legacy Architecture
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What is XA Release 7?
Java Architecture InfrastructureNETWORK
Ie
l
re.e
e
DataBase
Web
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One platform for total enterprise integration
QualityJDBCJDBC
Custom SystemCustom System(SQL Server)(SQL Server)
Infor XAInfor XAUserUser UserUser
CustomizeCustomize
XMLXMLHTMLHTMLWSWS
Other SystemOther SystemXMLXML
ThinThinClientClient
WebWebSiteSite
W
SOfficeOffice
ExcelExcel
What is XA Release 7?
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What is XA Release 7?
Java Architecture ser Interface
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What is XA Release 7?
Powerful Functional Enhancements
..now and in the future
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What is XA Release 7?
Powerful Functional Enhancements
..now and in the future
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What is XA Release 7?
New Applications
Lean Execution and Planning (LEAP)
Integrates Lean execution with MOs or REPschedules
Infor Supply Web
Electronic Supplier Communications
Infor Enterprise Asset Management
Leverage Infors Solution Library
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Agenda
1. What is XA Release 7?2. What are the improvements?
3. Is Release 7 ready for You?
4. How do I get there?
5. Summary
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Implement at your own pace
Release 6 Green Screen
MMMMPMPMEPDMEPDMOBPMOBPMCSMCSM
R 6 Browser Smalltalk
IntegratorIntegrator SystemLinkSystemLink NetLinkNetLink
Release 7 Green Screen
R 7 Browser Java
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What are the improvements?
1. Easy Access to Information improvesdecision making
2. Improved Application Functionality
3. Tailor XA to meet your specific needs4. Connectivity and collaboration beyond
your walls
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Quick change
Graph cards
Compound cards
Presentation schemes
Subset tip textCascading subsets
Power expand
RL & e-Mail buttons
Attachment count
Column statistics
ser definition favorites
Express customization
Logical field tip text
Change templates
Code files deleteAuto logoff
Auto key generation
Open action
Workspaces
Easy Access to Information
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Highlight Exception Items
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Graph data on a card
Pie charts, bar charts, stacked
bar
Multiple fields, multiple recordsDrill down to supporting data
Customize subsets, sorts, max number
Graph Cards
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Compound Cards
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Column Totals and Statistics
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Quick Change
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All Available over the Internet
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PO P012345 for$11,283.19
needs approval
Proactive Notification with Alerts
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2. Improved Application Functionality
R7 Essentials is the platform forenhancing core applications (EPDM,PM, IFM, etc)
R7 is the platform for integration to InforExtensions
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Cost Simulation Object
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Results at total item level
and by cost element
and by summary.
Cost Simulation Object
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Cost elements
Summary costs
Costed Indented Bill of Material
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Purchase Requests
New object on mainbrowser
Ties together requisitions
Like a header
Handle requisitions as agroup
Makes entering and
tracking requisitionseasier
Purchase RequestBuyer: John Doe
Whs: Atlanta
REQ
1 123A 10 Apr1
ITEM QTY DATE
2 2546 44 Apr83 5938 48 Apr 84 2019 14 Apr15 3876 87 Apr 6
Priority: 1
Contract: 123
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Purchase Requests
From the requisitions
Overall status
All/Some/None
All/Some/None
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Purchase Requests
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Requisitions
Purchase Request items are requisitions
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Benefits
Purchase Request is for the requisitioner,not the buyer
No change to buyers process
Manage and track requisitions as a group
For order, job, contract
Quick glance shows status
Drill-down to see more
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PO Variance
Comparison cards
Define Standard
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PO Variance
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R7.8 Expanded Process Functionality
Customer Service Management
End order enhancement
Split commissions
Price books
Reports
Invoicing from orders or shipments
Holds list view gives visibility
Comments maintenance
Customer/industry item maintenance
Contracts/promotions maintenance
IFM customer maintenance
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New End Order
CSM
Reports
Better HoldManagement
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Invoicing
Invoices can now be generated from orders or
shipments.
As a standard host job, the invoices can be
e-mailed or stored as text, HTML, and/or PDFdocuments.
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R7.8 Expanded Process FunctionalityEnterprise Product Data Management(non-EPDMenvironments still the same)
Maintain kits and kit components
Procurement Management Integration with SRM SupplyWEB for electronic communication with
vendors.
Enhanced security for SOX requirements (federal tax ID/SocialSecurity # has its own security and pre-set security for separationof duties)
Cameleon De-couples engineering data from line-item entry, speeding up data
entry process.
Configured item descriptions are saved in both CSM and EPDM.
MOs can be generated automatically from configured customerorders.
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R7.8 Expanded Process Functionality
Materials Management
New inventory transactions (IS, RC, TW, SA)
Receiving now has receipt by shipping notice, shipmentcontainers and shipped items (SRM SupplyWEB)
Visibility and receipt functionality for in-transit stock
being transferred to another XA warehouse Inventory Status and Non-netting Locations
New field, Inventory Status, added to the Warehouse Locationobject to classify items to be withheld from certain activities.
Customer order pick lists regular & stock pick combined Customer order shipments (complete only for now)
Invoicing
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New Inventory Transactions
Issue Item (IS) formerly
Miscellaneous issue.
Receive Item (RC)
formerly Miscellaneous receipt.
Issue Sales Item (SA) formerly
Sales Shipment. Transfer Item (TW) formerly
Interwarehouse Transfer, andthe
related generated
Interwarehouse Issue (IW) andInterwarehouse Receipt (RW).
(Renamed but same designator.Note Reverse action.)
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SHIPPING F NCTIONALITY
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R7.8 Expanded Process Functionality
IFM
Maintenance of: Entities
Customer
Vendors
New summary levels and analytical functions
Credit information updated in real time
Increased length of bank account number to 60
characters to handle bank ID codes andinternational bank ID codes.
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Add/maintain
vendors withIFM
Add/maintain
customers with IFM
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New IFM Summaries
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R7.8 Expanded Process Functionality
Order-Based Production Management
Application setting controls how users are notified whenchanging MO quantities with discrete allocations.
Net-Link
Supports multiple internet browsers
Environment Management
Includes Product pdate feature to analyze and applyPTFs, PCMs and migrations from R6 to R7.
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R7.8 Expanded Process Functionality
Integrator
Imports and exports user code within user exits. Publish and subscribe supports notification subsets,
including all fields on regular subsets.
The ser Definition and ser Preference Administration
functions have moved from Integrator to base Power-Link product.
Translation enhancements
Add language to user profile and eliminate need for
multiple MMLIST records and multiple database copies. Install new applications and apply code fixes once
without regard to individual languages.
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R7.8 Expanded Process Functionality
Link Manager
Provides enhancements for managing machines,processes and environments.
System-Link
Calls to host jobs and reports Define transactions groups
Supports conditional blocks in System-Link requests
Performance Extra caching of customization data
se of System i SQL query engine
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IFM Functions in process
Phase I Establishment
All table maintenance
Entities, divisions, ledgers, withholding tables
45% of menu options
Phase II Transactions Journal entries
Cash receipts
AR Invoices AP Invoices
Phase III The rest
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Lean Execution and Planning
Lean Execution and Planning
includes: Kanban setup and management
Electronic production/rate boards
Backflushing with or without an M.O.
Kanban integration with XAs shop floor tools
drag and drop M.O. / Kanban scheduling
and much more.
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Lean Execution and Planning
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InforInforApp 2App 2POPO
Infor ERPInfor ERP
Infor Integration-Enterprise Software Bus
Enable functionsEnable functions onceonce to interact with the busto interact with the bus
May now interact with any other application enabledMay now interact with any other application enabledfor the busfor the bus
Let App 1 = SupplyWEBLet App 1 = SupplyWEB
Let App 2 = EAMLet App 2 = EAM
Both can use POs in the ERP systemBoth can use POs in the ERP system
ESB
InforInforApp 1App 1POPO
SW EAM InforInforApp 3App 3XAXA POPO ASNASN
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SupplyWEB: Electronic Comm w/Suppliers
Multiple Procurement
Methodologies:Scheduled Releases
Ship Schedules
Discrete Purchases
One Way eKanban PullSignals
Supplier ManagedInventory (SMI)
W ld Cl E t i A t M t
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Asset - EquipmentWork Management
Materials Management
Purchasing Management
Administration Management
Reporting
World Class Enterprise Asset Management
W ld Cl E t i A t M t
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Easy to use Pre-set configurations Simplified Installation
Pre-define KPI/Inboxs
Low database and servercosts
Simplified ser setup
ser defined Hyperlinks for
fast data entry Financial Integration to XA
included
World Class Enterprise Asset Management
3 T il XA t t ifi d
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3. Tailor XA to meet your specific needs
3 T il XA t t ifi d
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Purchased Manufactured
3. Tailor XA to meet your specific needs
Develop Applications
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Develop Applications
R l T !
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Release Transparency!
This is a big deal!
You plan to be with your ERP system for along time
A long time = lots of custom project
Everything you customize is transparent to the release.
Customized software but not modified
No source code changes At release time, changes are brought
forward and reapplied
4 Connectivity and Collaboration
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4. Connectivity and Collaboration
4 Connectivity and Collaboration
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Link business processes outside your 4 walls
Integrate multiple systems
Integrate multiple platforms
Leverage desktop applications
4. Connectivity and Collaboration
S b t bj t
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Secure web access to your objects
Infor XAInfor XA
serser
CustomizeCustomizeHTMLHTML
Custombusinessprocesses
Create objectsand deployover theweb
Secure web access to your objects
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Create and deploy objects on the webCreate and deploy objects on the web in minutesin minutes Navigation, customization, attachmentsall automaticNavigation, customization, attachmentsall automatic
Note: Enterprise Integrator is required for NetNote: Enterprise Integrator is required for Net--Link toLink tosee new or changed objects.see new or changed objects.
Secure web access to your objects
Integrate XA with your web page
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Integrate XA with your web page
Infor XAInfor XA
serser
CustomizeCustomizeXMLXMLHTMLHTML
Web pages talkXML natively
Create webpages that talkXML to yourERP system
Integrate XA with your web page
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Integrate XA with your web page
Integrate with other systems
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Integrate with other systems
Infor XAInfor XA
serser
CustomizeCustomizeXMLXMLHTMLHTML
ERPERPBackboneBackbone
Other SystemOther SystemXMLXML
Other system
Financial, CRM, shopfloor, CAD
Includes edits,calculated fields,business rules
Honors security
Download/upload bulk data
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Download/upload bulk data
Integrate with Desktop applications
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Integrate with Desktop applications
Infor XAInfor XA
serser
W
SOfficeOffice
CustomizeCustomizeXMLXMLHTMLHTMLWSWS
Costs
BudgetsForecasts
Prices
Other SystemOther SystemXMLXML
Integrate with Desktop applications
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Integrate with Desktop applications
Integrate other applications
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QualityJDBCJDBC
Integrate other applications
Departmental SystemDepartmental System(SQL Server)(SQL Server)
Infor XAInfor XA
serser serser
W
SOfficeOffice
CustomizeCustomizeXMLXMLHTMLHTMLWSWS
Other SystemOther SystemXMLXML
SingleSingle
useruserinterfaceinterface
Objects from QAs system (SQL Server)
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Objects from QA s system (SQL Server)
One platform for total integration
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QualityJDBCJDBC
One platform for total integration
Departmental SystemDepartmental System(SQL Server)(SQL Server)
Infor XAInfor XA
serser serser
W
SOfficeOffice
CustomizeCustomizeXMLXMLHTMLHTMLWSWS
Ot er SystemOt er SystemXMLXML
SingleSingle
useruserinterfaceinterface
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Access QA data over the InternetAccess QA data over the Internet
One platform for total integration
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QualityJDBCJDBC
One platform for total integration
Departmental SystemDepartmental System(SQL Server)(SQL Server)
Infor XAInfor XA
serser serser
W
SOfficeOffice
CustomizeCustomizeXMLXMLHTMLHTMLWSWS
Ot er SystemOt er SystemXMLXML
et
Lin
Customization
SingleSingle
useruserinterfaceinterface
Agenda
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Agenda
1. What is XA Release 7?
2. What are the improvements?
3. Is Release 7 ready for You?
4. How do I get there?5. Summary
Is Release 7 Ready for You?
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Is Release 7 Ready for You?
R7 is implementedon a large scale inlarge companies
Polaris, hundreds ofusers, multiple sites
Vestas, hundreds ofusers, multiple sites,multiple countries
Is Release 7 Ready for You?
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Is Release 7 Ready for You?
R7 is implemented on a large scale in
mid-sized companies
XA R7 is a tremendous tool for our business. sers are now able to access keyinformation, without the need for specialized queries and reporting help from IT. Theability and ease of which our people can locate up-to-date data, and export to Excel is
extremely valuable. IT Manager, electronics manufacturer
XA R7 has provided an integrated business solution for our company. Informationflows seamlessly, and via PowerLink, users are able to quickly access real-timeinformation to make business decisions and respond to issues quickly. It has enabled
an improvement of our business processes, and is the backbone of running ourbusiness. VP Finance, industrial equipment manufacturer
Is Release 7 Ready for You?
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Is Release 7 Ready for You?
R7 is implemented on a large scale in
mid-sized companiesFinding vital production information, such as customer order and manufacturing orderstatus, is five times faster with XA R7. Once you move to this toolset, you would neverwant to function without it. Production Control Manager, Ind Equipment Manufacturer
The workbench capability in XA R7 allows us to analyze material and purchaserequirements exactly how we want to see them. This type of analysis previouslyrequired sometimes hours of digging, but is now easily seen on one screen withouthaving to go to multiple places in the system! Materials Manager, Ind Equip Mfr
We were sold by the ease with which you can customize the PowerLink user interface.
The ability to quickly and easily add custom data files with relationships to XA data, andhave those files immediately available in the PowerLink interface is extremely powerfulIT manager, Wire manufacturer
Agenda
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Agenda
1. What is XA Release 7?
2. What are the improvements?
3. Is Release 7 ready for You?
4. How do I get there?5. Summary
How do I get there?
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How do I get there?
1. Define your vision
2. Infrastructure Planning
3. Implement the R7 Platform
4. Deploy the enhancements
Define your Vision
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QualityJDBCJDBC
Define your Vision
Departmental SystemDepartmental System(SQL Server)(SQL Server)
Infor XAInfor XA
serser serser
W
SOfficeOffice
CustomizeCustomizeXMLXMLHTMLHTMLWSWS
Ot er SystemOt er SystemXMLXML
SingleSingle
useruserinterfaceinterface
Infrastructure Planning
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Infrastructure Planning
MMMMPMPMEPDMEPDMOBPMOBPMCSMCSM
R 7 Java
IntegratorIntegrator SystemLinkSystemLink NetLinkNetLink
R 7 Green Screen
Infrastructure Planning
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Infrastructure Planning
1. Performance Planning Determine Server Requirements
R7 performance has been tuned
Offload to PC servers
Network Considerations Client Considerations
Your affiliate and Infor can help
2. Technical Education R7 Infrastructure operations
Implement the R7 Platform
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Implement the R7 Platform
1. If Green Screen only, similar toprevious migrations
Minimal application changes
Evaluate impact to custom programs
2. With Java applications Link Manager Configuration
Client Deployment
Deploy the Enhancements
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Deploy the Enhancements
1. Existing Browser ser Basic Training on enhancements
2. New Java ser/s Potential for significant process
improvement
Consulting assistance to developstreamlined processes supported by new
tools3. Project for significant deployment
Summary-Why go to XA 7?
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Summary Why go to XA 7?
1. My Infrastructure is now nimble
2. My Enterprise is now connected
3. Information is now available
4. My processes are more streamlined5. My users are more productive
6. Roadblocks (quality, performance)
have been removed
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Questions orQuestions orcomments?comments?
Thank you!!Thank you!!
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