CannaBusiness ERP Feature List

CannaBusiness ERP software helps cannabis cultivators and processors streamline operational efficiency and manage growth. It is a unified platform that is configured by NexTec industry experts who deliver a complete cannabis cultivation and processing business solution. CannaBusiness ERP runs your entire business through manufacturing, tracking, inventory, sales, finance and quality.

Table Of Contents
  1. Finance
  2. Productivity Boosters
  3. Forecasting
  4. Purchasing
  5. Planning & Production
  6. Rebates & Royalties
  7. Fulfillment
  8. Quality
  9. Help
  10. Cultivation
  11. Waste
  12. CTLS
  13. Regulatory

Functional Area

Finance

Features

Open AR Hold

  • Adds aging days to credit check algorithm
  • Global and customer specific aging parameter
  • Security based manual override capability

Automated Clearing House (ACH) Payments

  • Predefined NACHA format
  • Multi-bank support
  • Bank specific file format
  • File regeneration capability
  • Email workflow template
  • Payment note
  • Balanced bank file format
  • Enhanced security for “at rest” data
  • Bank information import

Electronic Funds Transfer (EFT) Payments

  • Multi-bank support
  • Bank specific file format
  • File regeneration capability
  • Email workflow template
  • Payment note
  • Enhanced security for “at rest” data
  • Bank information import

Commission Processing

  • Pay on invoice or payment receipt
  • Create batches for managing and processing
  • Approval option for separation of duties
  • Manage both internal and external representatives
  • View summary or detail for each sales representative
  • Support primary and secondary sales representatives
  • Adjustments with reason code
  • Generate mass invoice for payment processing
  • Process track-only representatives during posting

Functional Area

Productivity Boosters

Features

Business Partner Notes

  • Non-Technical setup function
  • Enter notes in real-time
  • Classify and organize notes
  • Use in up to 30 different functions
  • Note attachments

Product Attributes

  • Define up to 30K product attributes
  • Definable groups for attribute organization
  • Profiles for management of group and attributes
  • Available at three levels
  • Configuration controls of display sequence
  • Import templates to facilitate data initialization

Lot Attributes

  • Attribute display in multiple inquiries
  • Access in manual allocation and stock issue functions
  • Vertical inheritance
  • Horizontal inheritance
  • Integrated with advanced quality stock audits

GS1 Pallet and Product Labels

  • Predefined application IDs
  • Predefined data sources
  • Label profiles / mapping to minimize customization
  • Option for site graphics
  • Pallet labels with SSCC during delivery

Industry Driven Product Extensions

Business Form Accelerator Pack

Form Personalization

  • One stop shop to streamline common data (ex: Products, Customers, etc.)
  • No technical skills required
  • Protected again patches and upgrades
  • Utilize predefined templates for efficiency

TI-HI Support

  • Defined pallet configuration on product
  • Attach pallet configuration diagram to product
  • Palletization instruction document for production

Functional Area

Forecasting

Features

Demand History

  • Demand import
  • Outlier and history adjustments
  • History substitution
  • Numerical and graphical view
  • Capture and consideration of lost sales

Forecast Management and Calculation

  • Market intelligence support
  • Adjustments with tracking reasons
  • Trend and seasonality support
  • Individual or group calculation
  • Batch calculation option
  • Numerical and graphical views
  • Monthly to planning period conversion

Functional Area

Purchasing

Features

Pallet Driven Purchasing and Logistics

  • Container based capacity control
  • Display and calculation of pallet quantity in planning workbenches and execution tools
  • Inclusion in Products by Supplier
  • Activated by entry transaction

Bulk Receipt and Grading

  • Receive “bulk” and convert to one or more graded products
  • “One-step” transaction for efficiency
  • Integrated with advanced quality features
  • Maintains lot tracking and traceability
  • Grading lists to simplify activity and reduce errors

Supplier Documents

Features

Document Management Tracking

  • Supplier
  • Supplier, Product
  • Supplier, Product, Manufacturer

Document Request Management

  • Signature process tracking
  • Integrated with Quality Audits

Purchase and Receipt Management

  • Optional capture of manufacturer in purchase order
  • Warn / block capability
  • Document status popup

Pre-Receipt COA

Features

Capture and Manage COA Prior to Arrival

  • Capture and record results prior to receipt
  • Detects potential issues in advance
  • Automatic validation of test results
  • Streamlines receiving process for compliant lots

Functional Area

Planning & Production

Features

Work Order Batch Size Management

  • Break down WO into manageable batches
  • Automatic or manual batching
  • Available in planning and execution
  • Create material list (shop paper) with batch breakout
  • Report material consumption by batch
  • Report production quantity by batch

Lock Component Scaling

  • Recalculate production and material requirement quantities based on “key component”
  • Available during work order creation or as standalone function

Production Staging and Issue

  • Pick for work order or batch
  • Available for lot or non-lot products
  • Pick to staging pallet(s)
  • Label printing
  • Material picking and detail allocation
  • Material issue by pick group

Product Constraint Management

  • Create customized list of constraints
  • Enter manually or roll up from BOM
  • Available for planning and sequencing
  • Roll up via sequenced batch job

Production Sequencing

  • Sequence work orders to minimize setup and changeover
  • Sequencing criteria
  • Sequencing groups (selection and sorting)
  • Change work center, start date, planned/firm status, and sequence for one or many work orders
  • Work order and stock drill downs
  • Graphical capacity display
  • Load recalculation
  • Sequenced dispatch list

Work in Progress Audits

  • Generated within work order
  • Defaults from product-site
  • Manual or frequency audit type
  • Recurrence time interval with override
    • Manual
    • Calculation base of time interval or units
  • Create as-needed (noise reduction) or in advance
  • Incomplete audits are cancelled (cleanup with audit trail) when the operation closed

Audit Groups

  • One or more audits allowing efficient release
  • Support manual or frequency audits
  • Activation control

Group Activation / Control

  • Manual audit creation
  • In process audits
  • Alternate to individual audit
  • Unselect default audits for exception management

Standard Notes and Images

  • Reusable notes with both text and images
  • Assign to BOM, Routing or standard operation
  • Editable on work order
  • Print on job ticket and material issue list

Functional Area

Rebates & Royalties

Rebate Management

Features

Flexible Program Definition & Criteria

  • Program start date
  • Use fiscal or calendar or periods
  • Exclusive or multi-program option

Tier Management

  • Volume or frequency
  • Thresholds by units, gross price, net price and weight
  • Cumulative or progressive
  • BP tracking flexibility (group, sold-to, bill-to)

Benefit Management

  • Calculation basis
  • Percentage or amount
  • Beneficiary flexibility (sold-to, bill-to, group, rebate group)
  • Off invoice, accrued, or non-accrued
  • GL account / dimensions controls
  • Flat rate
  • Track only
  • Minimum period payments

Powerful Filtering / Period Qualification Criteria

  • Customer
  • Product
  • Advanced selection

Inquiries and Analysis

  • Program analysis
  • Program inquiry
  • Period inquiry
  • Transaction inquiry
  • Order line rebate eligibility inquiry

Royalties

Features

Flexible Program Definition & Criteria

  • Program effectivity dates
  • Use fiscal or calendar or periods

Benefit Basis

  • Unit, net, gross and base price

Benefit Management

  • Percent or amount
  • Period minimum
  • Defined by program or product
  • Accrued or non-accrued
  • GL account / dimension controls
  • Pay-to

Powerful Filtering Criteria

  • Product
  • Advanced selection

Program and Transaction Inquiries

  • Program inquiry
  • Transaction inquiry

Payments

Features

Benefit Payment Workbench (AR/AP/Other)

  • Adjustment with reason
  • By program or by payment period
  • Generates payment or on account credit
  • Automatic adjustments per royalty period min / max requirements
  • Optional consolidation for multi-program payments
  • Approve and process track-only programs

Statements

  • Rebate statement
  • Royalty statement

Functional Area

Fulfillment

Features

Weight Based Pricing

  • Price or discount line or document weight
  • Define weight-based tiers
  • Dynamically adjust based on order edits

Customer Document Management

  • Stock site, product and export country
  • One-time, per order, yearly or monthly delivery frequency
  • Assign documents as a group
  • Block sales orders and deliveries
  • Workbench and inquiry

Ship and Close

  • Control by customer
  • Manage allocations and shortages
  • Automatic close of order lines and orders with reason
  • Option for tracking lost sales

Loading Dock Management

  • Set up docks, and schedule delivery and receipt activity
  • Associate orders with dock schedules, and then generate picking documents
  • Use the delivery schedule to generate deliveries
  • Check a truck in and out of a dock
  • View the status of the docks
  • Jump to a dock schedule from a calendar

Customer-Specific Certificate of Analysis

Features

Customer Specific COA

  • Tests included independent of primary COA
  • Sequence control
  • Customer specific specification text
  • Actual or generic result text

Allocation Based on COA Response Criteria

Automatic Allocation

  • During sales order create / maintain
  • Automatic allocation (batch or manual)
  • Delivery creation (unallocated lines)

Manual Allocation

  • Warns if non-compliant and allows override during order maintenance
  • Logic is also in standalone

Shortages

  • Applied automatically

Stock Audit Results

  • View lots for a SKU, and with one-click, access the test results
  • Evaluate which lots meet the customer specific criteria
  • Review the audit results, as well as the individual test responses based on the customer’s criteria

Scan and Pack

Features

Simplified Interface

  • Single function to allocate, package and delivery
  • Designed for use with barcode scanner (tethered or Bluetooth)
  • Confirmation and error sounds to expedite processing
  • Mouse-less operation allows user to complete shipment using only scanner
  • Save and resume at any time
  • Unpack to correct errors

Efficiency and Error Reduction

  • Scanning product reduces occurrences of shipping incorrect product
  • Scan product and lot number using single GS-128 or GS1 DataMatrix barcodes
  • Capture GTIN by product and packaging unit
  • Support for multiple packing units
  • Scan UPC and lot individually

Automatic Packing

  • Automatic packing of product that does not require scanning (ex: marketing material)

Order Based Pick Support

  • Pick unallocated or global allocated lines
  • Order based picking report
  • Picks results in detail allocation (lot/location)
  • Pack delivery contents
  • Generate delivery

Delivery Based Packing

  • Break delivery content into boxes (pack)
  • Print label(s)
  • Confirm

Functional Area

Quality

Audits, Checklists and Test Management

Features

GMP Audit Support

  • Manual
  • Event driven
  • Periodic

User Security and Authorization

  • Authorization groups
  • Roles
  • Quality users
  • Question level authorization

Flexible Checklist and Question Configuration

  • Generic and specific questions and controls
  • Retest and secondary test capability
  • Estimated test cost

Purpose Built Workbenches

  • Assignments
  • Response
  • Approvals

Inquiries and Reports

  • Audit inquiry
  • Audit log
  • Completed audits
  • Response worksheet
  • Checklist where-used

Stock-Based Audits

  • Configurable by product, product-site and stock management rules
  • Driven by stock activity (production, receiving, etc.)
  • Streamlined response entry
  • Automated stock disposition based on test results
  • Recontrol
  • Status based movement control

Test Grouping

  • Group by receipt, product-lot, lot
  • Append to completed audits
  • Efficiency via reduced data entry

Product Recall

Features

Flexible Generation

  • Forward and backward search capability
  • Generate mandatory, voluntary or mock recalls
  • Single company or enterprise option
  • Multiple methods for selecting recall stock

Recall Plan Documentation

  • Reason
  • Risk
  • Customer / company actions
  • Contact information
  • Date / time traceability

Stock Analysis and Control

  • Impact analysis with drill-down
    • Lot
    • Issues
    • Work in progress
    • Deliveries
  • Freeze / Block
  • Recall specific inquiries

Communication

  • Option to generate CRM calls
  • Product recall report (internal)
  • Customer recall letter (external)

Certificate of Analysis

Features

Configuration Driven COA

  • Attributes
  • Method text
  • Grouping
  • Print control
  • Sequence control
  • Specification text
  • Actual or generic result text
  • Document text maintenance
  • Signature / Image management

Preview Option – WYSIWYG

Test Result Inheritance

  • Based on a specific component
  • Print document using test results from either delivered lot or from bulk batch lot

Printing

  • Stock
  • Order
  • Delivery
  • History

Sample Management

Features

Retain and Test Samples

  • Auto-setup logic
  • Multi-source (stock, work in progress and sample)
  • Label printing for easy identification
  • Retention period calculation and management
  • Inventory quarantine via status and location

Sample Workbench

  • Label print/reprint
  • Change sample type
  • Manage retention period
  • Issue/consume sample stock
  • Mass issue or expired stock
  • Generate stock audit

Downtime

Features

Define and Plan

  • Define types and required data
  • Define reasons and solutions
  • Log against work center group, work center, or independent equipment
  • Create in advance (planned)

Capture and Review

  • Capture key elements such as operator, technician, external service provider, and duration
  • Calculate estimated cost
  • Inquiry available for reviewing events
  • Integrated with advanced quality for auto-generation and completion
  • Ability to generate and track by shift

Functional Area

Help

Features
Searchable Help Library
Setup and Function Help
Functional Summary
Release Notes
Process Flows

Cultivation

Common

Features

Plant Location and Zones

  • Supports both indoor and outdoor grow facilities
  • Allows for multilevel location structure (i.e. Building, Bay, Row)
  • User defined segment lengths and hyphenation
  • Dynamic assignment of locations to fertigation zones

Planned Material List

  • User defined list of materials that will be consumed by an activity
    • Propagation
    • Replanting
    • Plant maintenance (ex: trellising)
    • Fertigation
  • Can be defined various ways
    • Percentage
    • Units
    • Ratio (used when mixing concentrates with water)
  • Material substitution and supercession

Crop Profiles

  • Can be assigned to one or more strains
  • Simplifies and reduces the setup
  • Used to define the way plants are cultivated and tracked through a facility
    • The cultivation phases and phase days
    • Flexible activity planning by cultivation phase
    • Planting and replanting schedule
    • Planned material consumption

Harvest Profiles

  • Used to define the step to process plants through harvesting
    • Define harvest processing phases and phase days (trim, dry, cure, etc.)
    • Flexible activity planning by phase
    • Planned weighing schedules
    • Planned material consumption.
    • Unlimited planned inventory product list
  • Predefined use cases for simplified/expedited setup

Cultivation Management

Features

Crop Creation

  • Multiple propagation methods
    • Clones
    • Seeds
    • Plants
    • Purchased plants
  • Uses default crop profile with override option
  • Fertigation profile (optional)
  • Enter starting plants or expected plants (consider planned loss by phase)
  • Import (tag and location) option for plant or purchase propagation
  • Clone group management
    • Track individual plant back to its mother plant
    • Select clone from specific mother plant or a mother crop (group of plants)

Crop Management

  • Workbench for one-stop crop management
  • Option to track by individual plants or plant groups
  • Plant destruction with reason codes
  • Transfer plant between crops
  • Transfer plants between facilities
  • Material shortage management
  • Ability to undo activity entry errors with reason codes
  • Expense materials

Harvest Batch Management

Features

Harvest Batch Creation

  • Harvest batch is used to process a collection of plants with the same strain through the processing steps
  • Multi-source
    • Crop (one or more)
    • Cut plants
    • Purchased Plants or biomass
    • Intersite Harvest
  • Expected weight
    • Auto-calculate based on the harvest profile
    • Override when a crop has an abnormality
  • Manicure

Harvest Management

  • Workbench for one-stop shop for harvest batch management
  • Cancel a harvest (user error)
  • Remove plants (user error)
  • Report weights by processing step based on the harvest profile
  • Report unplanned activities

Activity Reporting

Features

Cultivation Activities

  • Cultivation activities (ex: scouting, trellising, etc.) are defined in the crop profiles
  • Unplanned activity support
  • Material consumption
  • Skill matching and validation
  • Flexible options for reporting
    • By crop
    • By location / room
  • Phase Control
    • Configured to block or warn on incomplete activity prior to phase change
    • Visual display of material status / shortage

Planting and Replanting Activities

  • Tray to container
  • Size replant
  • Automatic material consumption

Harvest Weighing Activities

  • One or more weight entry steps
  • Capture cumulative or Individual plant weight
  • Support for wet or dry weights for trim, flower and waste
  • Weight, lot and container captured for inventory products resulting from the harvest
  • Weight adjustments
  • Integrated with advanced quality

Harvest Processing Activities

  • One or more activities are defined in the crop profiles
  • Unplanned activities
  • Material consumption
  • Warn or block before reporting next activity

Fertigation

Features

Fertigation Plans

  • Defines the fertigation recipe to be used by segment of days of a phase
  • Can be assigned to crop profiles as the default fertigation plan

Tank and Zone Management

  • Tank fill function for material consumption / mix creation
  • Comingle or clean-out options
  • Lot traceability

Fertigation Workbench

  • Report by facility or zone
  • Modifiable consumption plan

Labor Tracking

Features

Standard Labor

  • Applied via overhead code to an activity
  • Used for estimated cost with option to use actual for crop cost

Actual Labor

  • Actual labor can be booked or captured as informational
  • Employees can have different labor rates.
  • Options for entering labor hours
    • Activity reporting
    • Back-office timecard
    • Entered for individual employees or teams

Cost

Features

Expected Cost Calculation

  • Calculates an expected cost for a strain’s stocked products
  • Update standard cost option

Crop Cost

  • Expected and unexpected material
  • Actual or standard labor
  • Activity cost
  • Multiple GL account absorption of overhead costs

Harvest Processing Cost

  • Expected an unexpected material
  • Actual or standard labor
  • Activity cost
  • Multiple GL account absorption of overhead costs

Reporting and Inquiries

Features

Point in time plant county inquiry

  • Data displayed based on flexible filters
  • Multiple display grids
    • Strain and phase
    • Summarized by plant movement type
    • Detailed with location, phase, strain, starting plants, all movements and ending plants

Crop inquiry

  • Displays a list of crops based on flexible filters
  • Drill into crop detail inquiry for a selected crop

Crop detail inquiry

  • Displays a complete view of the status of a crop
    • Summary of crop status with plant movement
    • Phase status with plant movement
    • Plants or plant groups by location
    • Planting activities and status
    • Material requirements with expected, actual and shortage quantities
    • Activity list and status
    • Harvests created from the crop with drill into harvest batch inquiry
  • Drill down to the detail transaction data from each of the lists

Harvest batch inquiry

  • Displays a list of harvest batches based on flexible filters
  • Drill into harvest batch detail inquiry for a selected harvest batch

Harvest batch detail inquiry

  • Displays a complete view of the status of a harvest batch
    • Summary of harvest status
    • Phase status with the expected and actual weights
    • Weighing status and weights for each weighing activity
    • Weight summary by harvest category (trim, flower, waste) and type (wet, dry, cured)
    • Stock products with expected and actual weights
    • Material list with expected, actual and shortage quantities
    • Activity list and status
    • List of Crops used to create harvest
  • Drill down to the detail transaction data from each of the lists

Crop Gantt chart

  • Display all open crops in a calendar Gant chart
  • Each phase is displayed in different color
  • Can filter by date
  • Optional strain filter

Detailed crop and harvest cost analysis inquiries

  • Data displayed based on flexible filters
  • Drill down to cost details by categories
  • Includes all related GL journal lines
  • Drill down into GL journal

Dashboards

  • Add to a user home screen for simplified navigation
  • Drill into dashboard content to act on content
  • Crop activities calendar
  • Crop planting schedule
  • Expected harvest calendar
  • Harvest weight calendar

Reports

  • Crop cost report
  • Harvest cost report
  • Material shortages

Labels

  • Clone trays labels
  • Plant tags
  • Plant group labels
  • Bulk inventory containers labels
  • Cut plant labels

Plant collections

  • Productivity tool to assist user in reporting activities
  • On the fly list plant list created by scanning tags
  • Activities on a collection applied to all plants it contains
  • Uses
    • Crop workbench selection
    • Plant destruction
    • Activity reporting
    • Location change

Waste

Features

Waste Containers

  • Manual or automatic (cultivation) creation
  • Traceability of hold activity
  • Supports weight and count materials
  • Controls by waste type
  • Maximum weight control
  • Capture gross and tare weights
  • Label and Container content printing

Waste Batches

  • Collection of one or more waste containers
  • Parameter driven controls
  • Traceability of manual hold activity
  • Scan option for quick creation
  • Automated QC hold based on time and percent tolerances
  • Automatic (reweigh) or manual QC hold release
  • Material consumption (containers linked to inventory)
  • Printable waste log

Holds

  • Manual holds
    • Captures reason, user, date / time of hold
    • Captures user, date / time of release
    • Access managed via user security
  • Automatic batch holds
    • Available for weight and count content
    • Parameter tolerances (%) for weight and count
    • Elapsed time parameters to trigger hold
    • Automatic release upon re-weigh

Inventory Quarantine and Consumption

  • Available for customer return and work order container contents
  • Stock status change to prevent accidental use
  • Visual indicator if status cannot be changed
  • Status reversal if removed from container
  • Consumption upon destruction

Regulatory Compliance

  • Metrc (API)
  • BioTrack (API)
  • CTLS
  • Metrc crop waste (CSV)

Inquiries

  • Provide traceability information for waste transactions
  • Configurable to controls columns and content
  • Flexible selection criteria
  • Container Inquiry
  • Destroy Batch Inquiry

CTLS

Features

Calculation

  • Unpackaged
  • Packaged
  • Sales
  • Unit conversion
  • Gram equivalency
  • Setup or calculation error notification

User Entry

  • Medical registrations
  • Medical amounts
  • Employees
  • Capacity

Data Integrity and Control

  • Entry of starting balance
  • Override adjustment of calculated quantity
  • Traceability of manual adjustments

User Security and Authorization

  • Edit or inquiry
  • Action control (Save, Calculate, Finalize, etc.)
  • Adjustments
  • Adjustment override

Supporting Detail

  • Transaction drill-down(s)
  • Adjustment inquiry

Period Control and File Generation

  • Ability to generate simluated file
  • Period finalization / lock
  • Health Canada compliant CSV file generation

Regulatory

To see our regulatory coverage by geography, click here.

* Data provided in periodic files with frequency dictated by CCRS.
** CCRS data is provided in both CSV and JSON format.

Stock Management

Features

Metrc

BioTrack

CCRS*

Common

      

Strain
✓
 ✓  

Product

 ✓ ✓  

Drivers

   ✓  

Vehicles

   ✓  

Room / location

 ✓ ✓  

Adjustment

      

Container adjustment
✓
 ✓ ✓

Cycle count

 ✓ ✓ ✓

Package reconciliation

 ✓ ✓ —

Fulfillment

      

Regulatory package allocation
✓
 ✓ ✓

Sample creation and delivery

 ✓    

Manifest template**

 ✓ ✓ ✓

Receiving

      

Manifest matching
✓
   —

Receipt package match

 ✓   —

Package retag

 ✓   —

Receive inbound package

   ✓ —

Quality

      

Sample creation
✓
 ✓  

Test result integration

 ✓ ✓  

Automated stock release

 ✓ ✓  

Miscellaneous

      

Package inquiry with regulatory detail
✓
    

Package consolidation

 ✓ ✓ ✓

Package split / stock conversion

 ✓ ✓ ✓

Location move

 ✓    

Waste

Features

Metrc

BioTrack

CCRS*

Reporting with Reason

      

Cultivation
✓
 ✓ —

Customer returns

 ✓ ✓ ✓

Production

 ✓ ✓ ✓

Technical

Features

Metrc

BioTrack

CCRS*

User specific API keys
✓
    

Transaction history purge
✓
    

Production

Features

Metrc

BioTrack

CCRS*

Production

      

Completion
✓
 ✓ ✓

Grading / stock conversion

 ✓ ✓ ✓

Cultivation

Features

Metrc

BioTrack

CCRS*

Propagation

      

Package
✓
 ✓ ✓

Plant

 ✓ ✓ ✓

Seed

 ✓ ✓ ✓

Clone package

 ✓    

Movement

      

Plants

 ✓ ✓ ✓

Clone groups
✓
 ✓ ✓

Clone Groups

      

Split

 ✓    

Replanted

 ✓ ✓ ✓

Destroyed
✓
 ✓ ✓

Sell

 ✓ ✓ ✓

Transfer

 ✓ ✓ ✓

Plants

      

Purchase
✓
 ✓ ✓

Individually tagged

 ✓ ✓ ✓

Destroy

 ✓ ✓ ✓

Phase change

 ✓ ✓ —

Report Waste

 ✓ ✓ —

Label
✓
 ✓ ✓

Harvest Creation

      

Crop

 ✓ ✓ ✓

BioMass

 ✓ ✓  

Manicure
✓
   ✓

Multi-site

 ✓ ✓  

Harvest Activity

      

Move

 ✓ — —

Capture weights

 ✓ ✓ ✓

Receive stock

 ✓ ✓ ✓

Finish harvest

 ✓ — —

Report waste

 ✓ ✓ —

Label

 ✓ ✓ ✓

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