Hi, Steve,

Yes, you pretty much have it.

With respect to DE, in PO, there are no checkboxes for purging as in OE. A user responds either Yes or No to first printing the audit lists and then to purging the item history info used for inquiries.

Security is such that a user either has access to run DE or not. They either have access to the History window or not. Sounds like you're wanting options for these. I will enter suggestions to R&D for a future release that these be options.
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Softrak Tech Support