Hi, Susan,

Running DE in OE will not affect paid transactions in AR. If clearing in AR is by Period End, running it will move paid and matched transactions to history and 'optionally' clear transactions from history for all customers as at a 'user specified' date.

I think Steve made a good suggestion earlier when he suggested that you might want to 'test it out and see'. You can do this in sample data. This is an excellent way to test things and see them for yourself before proceeding on your live data. After all, seeing is believing and it's sounding like that is just what you want.

If you don't already have sample data installed on your system, you can begin doing an upgrade install of, say, OE and select to do a Custom Install. Then, check/select to only install sample data and nothing else. This would install sample data to your x:\Softrak\OEWIN\Samdata folder.