SYMENU System Manager Introduction 42

Note Function

Application Overview


This function provides you with an effective tool to incorporate more information with file records such as customers, vendors, employees, salespersons, items, sales orders, purchase orders, G/L accounts, work orders, and shop floor orders.  The following are some of the highlights for the Note Function:


·         Unlimited – You can have an unlimited number of notes for each master record.

·         Searchable – Notes can be searchable by keywords.  With Elliott, you can essentially use Notes as a knowledge base.

·         Structural – You can use Notes as a database extension to the master file.  By setting up proper Note Types, Notes can act like a database.

·         Flexible Printing – Notes can be printed on various documents like orders, picking tickets, invoices, etc.  Printing is controllable by user.

·         Security – You can set security policies on Notes and make certain they are not shareable for read, change or delete by other users.

·         Tickler – A Note can be a tickler that reminds you to do certain things by a certain time.  Used in conjunction with Elliott, you can reap the most benefit from using a Note as a tickler.

·         Management – If you use the tickler function with the proper organization hierarchy setup, ticklers can become a management tool for supervisors.



Run Instructions


This only defines the setup and default values for the Note Function.  For everyday usage, please see the chapter titled Notes in the Customer Relations Management section of this manual.


Go to:  Elliott Main Menu à Util-Setup à Global Setup à System à Notes Function



                    Note Function Setup Screen 1 of 2




                Note function Setup Screen 2 of 2





Field Entry Descriptions



Field 1.   Note Window Supervisor #1


Field 2.   Note Window Supervisor #2


Field 3.              Note Window Supervisor #3


These three fields apply only to Version 6.72 or lower.


The Note Function allows you to implement security control to allow the access of certain Notes that contains personal information.  The user names specified in Fields 1, 2, and 3 are not subject to any restrictions within the Note windows.  The three supervisors entered can read, change, and delete any Note in the system.  You do not necessarily have to be one of three supervisors defined here to implement security control.  You only need to specify if the Note is sharable by answering the following three questions for each in Note Type Processing: 1) shareable for read, 2) shareable for change, and 3) shareable for delete.  Defining Note Type will be discussed later in this document. This security control is effective only when Elliott’s password control is turned on.


The three supervisors for the Note function is implemented in DOS Note.  For windows Note function implementation, the system checks organization hierarchy (user supervisor setup) to determine the security.  If you are a supervisor, then you have full rights to Notes created by other users.


Field 4.            Note Attach To In COP Line Item Screen?


When entering an order, the user has the option of having a Note attached to either an item in the Item File Maintenance or to a COP Order Line Item.  If you set this flag to “I”, every time you enter a Note in the COP Order Line Item Screen, the Note will be attached to the Item file in I/M (IMITMFIL), whereas if you set it to “L”, the Note will be attached to the COP Order Line Item file (CPORDLIN).



Field 5.            Note Attach To In PO Line Item Screen?


This question is similar to the previous questions in Field 4.  Please refer to this Field and apply it accordingly. 



Field 6.            Copy Notes From Customer To Order Header?


“y” = Copy

“N” = Do Not Copy

“P” = Print without Copying


Answer “Y” if you wish to copy customer notes to the order header file during order entry and print them on COP documents.  After the notes are copied over, you can override the notes before they are printed. 


Answer “N” If you do not need to print customer notes on COP documents. 


Answer “P” if you need to print certain notes attached to the customer file on certain COP documents (i.e. shipping instruction on picking ticket) and the notes do not require changes.  If “P”, the system will automatically check the customer file for qualified notes to print on the COP document.



Field 7.            Copy Notes From Item To Order Line Item?


“y” = Copy

“N” = Do Not Copy

“P” = Print without Copying


Similar to Field 6.  Apply accordingly.



Field 8.            Copy Notes From Ship-To To Order Header?


“y” = Copy

“N” = Do Not Copy

“P” = Print without Copying


Similar to Field 6.  Apply accordingly.



Field 9.            Copy Notes From Vendor To PO Order Header?


“y” = Copy

“N” = Do Not Copy

“P” = Print without Copying


Similar to Field 6.  Apply accordingly.


Field 10. Copy Notes From Item To PO Order Line Item?


“y” = Copy

“N” = Do Not Copy

“P” = Print without Copying


Similar to Field 6.  Apply accordingly.



Field 11. Copy Notes When Copy BOMP Structure?

       When you answer “Y”, the system will copy the notes that were attached to the BOMP Product structure when you copy the BMOP Structure.



Field 12. Copy Notes From Item To BOMP Structure?


       When you answer “Y”, the system will allow you to copy the notes that were in the Item Master File to the BOMP structure as you maintain the BOMP product structure.



Field 13. Copy Notes From Item to BOMP Production Order?


       Similar to Fields 6, 7, 8, 9 and 10.  When you answer “Y”, the system will allow you to copy notes that were in the Item Master File to the BOMP Production Order.  Only those notes that will be printed on Production Work Order will be copied.  Answer “N” if you do not wish to print any item notes on BOMP production work orders or “P” to print on production work orders without copying.



Field 14. Copy Notes From BOM To Shop Floor Control?


       If you answer “Y”, the system will allow you to copy the notes from BOMP Product Structure to the SFC Order Entry.  This happens when you are creating a new shop order and are copying a BOMP product structure to the shop order.  If “N” is the answer, the system will bypass the note-copying function.  After the notes are copied, the user will be able to look at them on the shop order list, material pick list, and shop packets.


Field 15. Protect Note Owner?


       If you answer “Y” to this flag, the system will not allow you to change the note owner information in the note window.  In the Netcellent Windows Systems Manager (ELLIOTT) implementation, users are not allowed to change the note owner regardless of the setup here.


Field 16. Display Function Key Message For Note


       If you answer “Y” to this question, the system will display the literal “F6 = Notes” at the top of the screen.  The key will be highlighted if the record has notes attached.  While this provides a good user interface to notes, there is an additional process to check the note database as you bring up each master record.  If you experience a performance issue, turn this field off.



Field 17. Display Oldest Or latest Note First?


       This field controls the display of entered notes.  If you answer “L”, the system displays the latest notes first.  If you answer “F”, the system will display the oldest notes first.  For Elliott, the system always displays notes by the date and time in ascending sequence.  Since it is displayed in a list box and the sorting sequence can be easily changed by clicking on the column heading, this is not an issue with notes in Elliott.


Field 18. Auto Pop up Customer Note During Order Entry?


       Answering “Y” to this question will trigger the customer note to pop up upon the entry of the customer number in COP Order Entry.  Otherwise, the user can optionally press the F6 key to look at the note.  While this function is helpful in some situations, it can also be intrusive to the order entry process. 


Field 19. Auto Pop Up Item Note During Line Item Enty?


       Answering “Y” to this question will trigger the item note to pop up upon the entry of the item number in COP Order Line Entry.  Similar to field 18, this function is helpful in some situations, i.e. always want to see the accessories that you should sell to a customer when they purchase an item, it can also be intrusive for the order entry process. 


Field 20. Number of Days User Can Change For Due Date


       This function is for ticklers.  When a user has not met the due date for a tickler, they can postpone the due date.  Each time a due date is postponed, an internal counter will be increased by 1 to show the number of times the tickler has been postponed.  This flag determines how many days a user can postpone the due date of a tickler.


Field 21. Enter Estimated Time In Tickler?


       Ticklers can prompt you for the estimated amount of time to complete the task.  You can either turn this feature on or off.


Field 22. Copy Original Note When Release P.O. Blanket Order?


“y” = Copy

“N” = Do Not Copy

“P” = Print without Copying


Similar to Field 6.  Apply accordingly.


Field 23. Can User Assign Tickler To Everybody?


               “Y” or “N”


Field 24. Default Folder For Tickler


       Enter a name for the Tickler folder.  This is not on the hard drive, but a part of the Notes folder for better organization.

Systems Manager

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  3. How Do I Find The Workstation That's Infected with The Crypto Ransom Ware?
  4. How to Reset the Counter in *.DAT Files After Recovery from Crypto Ransom Ware Attack
  5. Aging Shows Differently After Database Rebuild
  6. What Do I Do When My Anti-virus Software Reports Elliott EXE File as a Virus?
  7. High CPU Usage and Performance Issues After Implementing NTFS Security
  8. "We can't verify who created this file. Are you sure you want to run this file?"
  9. Problem with Printer Configuration If Running Elliott from Multiple Workstations
  10. Inconsistent Elliott Error on Terminal Server
  11. How to Restore Elliott from CryptoWall Ransomware Attack
  12. Clarify Laser Forms Line Item Level Barcode Printing
  13. Is Dot Matrix Printer Still Supported in Elliott with Windows 10?
  14. Should I Install the 32-bit or 64-bit Outlook/Office?
  15. I Receive Error 114 When I Start Up Elliott on the Server
  16. Manage Data Execution Prevention (DEP) Through Registry Editing
  17. Windows Defender May Cause Elliott Start-Up Difficulties
  18. Why Do I Exceed Elliott User License Count When There are No or Very Few Users in Elliott?
  19. What Causes Load Error 198?
  20. How the Windows Scheme You Choose May Affect the Elliott Screen Display
  21. Still Get Error 114 After Adding All Elliott EXE Files to the DEP List
  22. How to Copy Laser Form Templates from Company to Company
  23. Weird Character Displayed for Backslash (\) Character
  24. Does Elliott Support Desktop Virtualization?
  25. Access Is Denied When Launching Elliott V8 Report Viewer
  26. User Cannot See Some Spooled Reports in Elliott V8
  27. Why Does the User List Function Take Forever to Bring Up?
  28. I Am Running Out of Invoice Numbers -- I Need Direction to Archive Invoices
  29. Algorithm to Speed Up eContacts List in Elliott V8
  30. Elliott Requires Volume Supporting 8dot3name
  31. Elliott Running Extremely Slow on Windows 8 with Trend Micro Anti Virus Software Installed
  32. What Causes "File Table Exceed Limit" Error?
  33. Mass Email Time Out
  34. Report Incomplete After 4 Hours: Event Stops Working After Upgrade to Elliott V8
  35. File Created in C:\ Root Directory Disappears
  36. Is There a Way to Create and Distribute Elliott Printer Configurations?
  37. What Are "COBOL Only" or "User Defined" Event Actions? Can We Use Them in Any Way?
  38. How to Purge WSORDHDR.BTR and WSORDLIN.BTR files?
  39. CPORDLS (Order Serial/Lot File) Btrieve Page Size
  40. Create PO Receiving Event to Trap Negative Qty on Hand Problem
  41. Reducing File Sizes for INITLFILE.LOG & SYACTLOG.BTR
  42. Windows 10 and Trend Micro Anti-Virus Software
  43. The Remote Certificate Is Invalid According to the Validation Procedure
  44. Customer Has Multiple Primary Contacts or No Primary Contact
  45. Btrieve Error 46 on S/M Activity Log File
  46. Multi-Currency Workarounds in Elliott
  47. Using the Export Processor to Export Data
  48. Instructions for Importing Laser Form Template
  49. I Am Unable to Post or Enter a Date for the New Year
  50. Does Elliott Work Under Virtualized Desktops Infrastructure (VDI)
  51. Btrieve Error 80 During Defer Processing
  52. Lauch CSV File -- There Was a Problem Sending the Command to the Program
  53. Feature - System Users File Integrity Check
  54. Receive Error in NWSMSCRN for Function Pf-Map-Coordinate-Space
  55. Not Able to Receive Event Emails from Certain Users
  56. Feature - Events for Add Note and Delete Note
  57. When and How to Use DDF2BTR.EXE Utility
  58. Elliott Last Printing Job Overrides Windows Default Printer on Windows 10
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  60. Feature - New Context Menus in v8.0 Spooled Reports Manager
  61. Feature - Automatic Archiving of Spooled Reports in Elliott v8.0
  62. Feature - Enhanced Security for Attributes
  63. Feature - Deferred Processing Multiple Times Per Day
  64. Feature - Ability to Specify User ID in User Search
  65. Feature - Utility to Re-Calculate Item First Received and Last Received Date
  66. NSCTLMN1 Global Setup Time Clock Global Setup
  67. How to Set Up One-to-One Restriction of Customer and Item
  68. Recursion Error When Drill Down to Item File Inquiry
  69. Error Invoking Macro - Cannot Install Hook
  70. Feature - Record Navigation in Attribute Window
  71. Error Connecting VPN from Windows 10 to Windows 2008 Server
  72. How to Stop Users from Sending Elliott Reports through Email
  73. Does Elliott Support Windows 10?
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  76. Feature - Recalculate AP Vendor YTD and Last Year Amount
  77. XCO0100 Systems Manager Design Your Own Order
  78. Feature - Restrict Recurring Event for Number of Times for a Specific Reference
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  80. Feature - Enforced Report Destinations
  81. I Am Unable to Create a New User in Elliott
  82. Feature - PDF Printing in Elliott V8.2
  83. Feature: PDF PostOffice in Elliott V8.2, Introduction
  84. Feature: PDF PostOffice in Elliott V8.2, Part 1
  85. Feature: PDF PostOffice in Elliott V8.2, Part 2
  86. Feature: PDF PostOffice in Elliott V8.2, Part 3
  87. Feature - Added Checkbox and Description to Attribute List and the SPS Commerce Create Attribute Register
  88. Feature - Performance Options for eContact Activity Tab
  89. Feature - Mass Change Salesman Utility
  90. Elliott Installer File-In-Use Warning During Installation
  91. Unable to Run Elliott from UNC Path
  92. V8 Program Desktop Startup Shortcuts - Internal Macro
  93. Event When Order Put On Hold at Invoice Printing
  94. Feature - Time Clock Logoff Type
  95. Feature - Added Distribution to G/L History Files
  96. Feature - Utility to Update eContact PDF PostOffice Flags
  97. Can I Use Elliott for Sales, Telemarketing and CRM Purposes?
  98. Emailing PDF with SSPI Failed After Online Charging Using Credit Card
  99. Can You Explain How Elliott Stores Serial Numbers in Its Database?
  100. Converting Elliott Internal Date to Conventional Date Format in Excel
  101. All of a Sudden, My Terminal Server's Elliott Default Changed to Someone Else's Settings
  102. WannaCry Ransomware Security Recommendation
  103. Symantec Endpoint Protection Versions 12 and 14 Cause Elliott Startup Error
  104. Notes Security - From Global Setup, Note Type to Supervisory Relationship
  105. Remote Desktop Workstation Name
  106. Which Anti-Virus Software Do You Recommend to Installing on the Elliott ERP Server?
  107. Menu Access Error - You Do Not Have Access to CP,INQ, Menu Item 01
  108. Ping Test to Isolate Inconsistent Load Error 198
  109. The Definitions of Extra Flags in System Period Control Setup
  110. How to Use Procdump.exe to Create a Memory Dump for PSQL Engine
  111. Feature - Group Location Security
  112. NSCTLMN4 Global Setup Bill of Lading 1
  113. NSCTLMN4 Global Setup Bill of Lading 2
  114. NSCTLMN4 Global Setup Bill of Lading 3
  115. NSCTLMN4 Global Setup Bill of Lading 4
  116. NSCTLMN4 Global Setup Bill of Lading 5
  117. NSCTLMN4 Global Setup Bill of Lading 6
  118. NSCTLMN4 Global Setup Bill of Lading 7
  119. NSCTLMN4 Global Setup Bill of Lading 8
  120. NSCTLMN4 Global Setup Bill of Lading 9
  121. NSCTLMN4 Global Setup Bill of Lading 10
  122. NSCTLMN4 Global Setup Bill of Lading: Index
  123. Feature - Support 12 Months History in Export Processor
  124. NSCTLMN3 Inventory Management Global Control Setup 1
  125. NSCTLMN3 Inventory Management Global Control Setup 2
  126. NSCTLMN3 Purchase Order Global Control Setup 1
  127. NSCTLMN3 Purchase Order Global Control Setup 2
  128. NSCTLMN3 Bill of Material and Production Order Global Control Setup
  129. NSCTLMN3 Distribution Modules Global Setup: Index
  130. NSCTLMN5 Global Setup Change Quote to Order 1
  131. NSCTLMN5 Global Setup Change Quote to Order 2
  132. NSCTLMN5 Global Setup Change Quote to Order 3
  133. NSCTLMN5 Global Setup Change Quote to Order 4
  134. NSCTLMN5 Global Setup Change Quote to Order 5
  135. NSCTLMN5 Global Setup Change Quote to Order 6
  136. NSCTLMN5 Global Setup Change Quote to Order: Index
  137. I Cannot See the Spooled Reports Even though I Am an Administrator Equivalent User
  138. Multi-Currency Exchange Handling in Elliott
  139. How to be a Good Elliott Citizen
  140. Salesman Security
  141. SYMENU System Manager Introduction 1
  142. SYMENU System Manager Introduction 2
  143. SYMENU System Manager Introduction 3
  144. SYMENU System Manager Introduction 4
  145. SYMENU System Manager Introduction 5
  146. SYMENU System Manager Introduction 6
  147. SYMENU System Manager Introduction 7
  148. SYMENU System Manager - External Macros
  149. SYMENU System Manager - Internal Macros
  150. SYMENU System Manager Introduction 10
  151. Feature - Audit Trail of Accumulator Clearing
  152. SYMENU System Manager Introduction 11
  153. SYMENU System Manager Introduction 12
  154. SYMENU System Manager Introduction 13
  155. SYMENU System Manager Introduction 14
  156. SYMENU System Manager Introduction 15
  157. SYMENU System Manager Introduction 16
  158. SYMENU System Manager Introduction 17
  159. SYMENU System Manager Introduction 18
  160. SYMENU System Manager Introduction 19
  161. SYMENU System Manager Introduction 20
  162. SYMENU System Manager Introduction 21
  163. SYMENU System Manager Introduction 22
  164. SYMENU System Manager Introduction 23
  165. SYMENU System Manager Introduction 24
  166. SYMENU System Manager Introduction 25
  167. SYMENU System Manager Introduction 26
  168. SYMENU System Manager Introduction 27
  169. SYMENU System Manager Introduction 28
  170. SYMENU System Manager Introduction 29
  171. SYMENU System Manager Introduction 30
  172. SYMENU System Manager Introduction 31
  173. SYMENU System Manager Introduction 32
  174. SYMENU System Manager Introduction 33
  175. SYMENU System Manager Introduction 34
  176. SYMENU System Manager Introduction 35
  177. SYMENU System Manager Introduction 36
  178. SYMENU System Manager Introduction 37
  179. SYMENU System Manager Introduction 38
  180. SYMENU System Manager Introduction 39
  181. SYMENU System Manager Introduction 40
  182. SYMENU System Manager Introduction 41
  183. SYMENU System Manager Introduction 42
  184. SYMENU System Manager Introduction 43
  185. SYMENU System Manager Introduction 44
  186. SYMENU System Manager Introduction 45
  187. SYMENU System Manager Introduction 46
  188. SYMENU System Manager Introduction 47
  189. SYMENU System Manager Introduction 48
  190. SYMENU System Manager Introduction 49
  191. SYMENU System Manager Introduction 50
  192. SYMENU System Manager Introduction 51
  193. SYMENU System Manager Introduction 52
  194. SYMENU System Manager Introduction: Index
  195. Elliott V7.0 Release Notes: What's New Since Elliott V6.7
  196. Elliott V7.1 Release Notes: What's New Since Elliott V7.0
  197. Elliott V7.2 Release Notes: What's New Since Elliott V7.1
  198. Elliott V7.3 Release Notes: What's New Since Elliott V7.2
  199. Elliott V8.1 Release Notes: What's New Since Elliott V8.0
  200. Elliott V7.4 Release Notes: What's New Since Elliott V7.3
  201. Elliott V7.5 Release Notes: What's New Since Elliott V7.4
  202. Elliott V8.0 Release Notes: What's New Since Elliott V7.5
  203. Elliott V8.2 Release Notes: What's New Since Elliott V8.1
  204. Drill Down and Receive Message You Do Not Have Access
  205. Problem Running Elliott After Upgrading Windows 10 to Fall Creator Edition
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  207. What Information Is Stored in System 12 Months Table (SY12MONS)?
  208. Elliott Telephony Integration - How to Call through My Telephone Set from eContact?
  209. Error Adding Printer Configuration After Latest Windows 10 Update
  210. Anti-Virus Causes PostOffice Emailing Problem
  211. Feature - Equal Sign Support in Export Processor
  212. Running Elliott 8.2 and Up on Windows 2003 Server
  213. How Can I Find Out About New Elliott Events Added or Changed Lately?
  214. Feature - Export Enhanced Attribute Predefined Code Value and Description
  215. Error 114 with GUIUTL32.LBR\ in Defer Processing
  216. EL800.EXE - Bad Image - MSVCRT20.dll Is Either Not Designed to Run on Windows or It Contains an Error
  217. Anti-Virus Caused Failure on Crystal Reports ODBC Access
  218. AVIRA Anti Virus Software Kills Elliott EL800 Executable
  219. Error: Trx Date Outside Date Range (00/00/00 - 00/00/00)
  220. How to Allow User to See All Spooled Reports in One Module
  221. A Support Case of Investigating Elliott Database Performance Problem
  222. Received Error in Macro DEALLOC-SHR-MEM Deallocate Failed - Invalid Pointor
  223. Feature - Added the Ability to Purge the System Activity Log
  224. Sequential File Access Status Code
  225. How to Start Defer Processing Automatically Upon Logging Onto Admin Account
  226. How to Set Up Elliott in Windows Program Menu (Start -> All Programs)
  227. Windows 1809 Update Causes Map Drive to Disconnect After Log Out
  228. CSV Import Supports Both MM/DD/YY and MM/DD/YYYY Date Formats
  229. Feature - Allow Mass Delete of Attribute Records
  230. SYSPASS DDF Shared Memory Not Available When Starting Up Elliott
  231. Do Not Use Extended ASCII Characters
  232. EL850US: Btrieve Error 094 on USERS SY Users Lic. File
  233. EL850CC: Btrieve Error 035 on SYEVTQUE Company File
  234. Feature - Calculate Order Total Sales Amount for Open Non-Picked Orders
  235. Why It's A Bad Idea to Update Elliott Data from External Source
  236. How to Start Elliott and Bypass User ID and Password for Automation
  237. Received Message "Elliott was not completely closed or it was not completely started"
  238. Btrieve Error 035 on XCOFORM D-Y-O-I Form Table File
  239. Inconsistent Error with Sending PDF PostOffice Email Due to Volume (Mass Email)
  240. Kyocera FS 2020D Printer Causes PDF PostOffice Invoice Printing to Crash
  241. Elliott Was Unable to Load the Following Module: EL800B.LBR
  242. Your File System May Lack 8.3 Filename Support
  243. Receive 'Invalid Column Name FILLER_001' After Changing to New Database Connection
  244. Feature - Order Integrity to Check for Kit Components and Support Order Ranges
  245. Does Elliott Support Windows Server 2019?
  246. User Received Lock Message on NSCTLFIL 000000100 in Sales Desk
  247. How to Use Notepad++ to See Special Characters In Your ASCII Import File
  248. What Is the Process for Changing an Existing Workstation's Elliott Workstation ID?
  249. How to Mass Update eContact to Disable from Login
  250. Feature: Print Document and Details from ListView
  251. Exported Tracking Number in CSV Shows Zeroes After the 15th Digit
  252. How to Fix Null Characters in NOTE Table
  253. Error 013 on ASCII File When Importing From CSV
  254. When Using F1 Key to Add-On-the-Fly, Receive "Company File Not Found" Message
  255. Group Policy for Power Management Sleep Settings May Stop Defer Processing from Running
  256. Feature - Disable Changing Contact Password Through Global Setup eContact Manager
  257. Control Ability to Change eContact Web Password
  258. How to Find Out If Elliott Supports a Particular Event
  259. Not Able to Increase or Decrease Elliott Font Size with A+ or A- Buttons
  260. User Is Not Able to Access the Module Even After I Gave Full Access
  261. PDF PostOffice Emails Are Rejected by Server for Some Users
  262. Btrieve Error 012 on SYSPASS Password File When Starting Up Elliott
  263. The Selected Menu Item Could Not Be Launched - Caused by Anti-Virus
  264. Suddenly One User Cannot Run Elliott - Resolved by Recreating User Windows Profile
  265. How do I change the tag on each copy of an invoice or other form? What would prevent them from printing?
  266. Inconsistent File Name in Btrieve Error Window
  267. Elliott Synchronizing to Local Error
  268. Error 037 on GLFSPASS GL Fin Stmnt Pass File

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