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Software type Quote is used if the transaction will contain software item type. Setting the quote Type to Software will display the software type related columns on grid area.

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1. Maintenance Type - Use this field to set the type of maintenance applicable for the item. Options are License Only, Maintenance Only, License/Maintenance, and SaaS.
   1. Licence Only - This will create only the License Invoice when SO is processed to Invoice.
   2. Maintenance Only - This will create only the Recurring Transaction when SO is processed to Invoice.
   3. License/Maintenance - This will create both the License Invoice and Recurring Transaction  when SO is processed to Invoice.
   4. SaaS - Will function like Maintenance Only.
2. Frequency - Use this field to define the frequency of the recurring transaction. This can also be used to set the Accrual of the Invoice.
3. Start Date - Use this field to set the start date of the recurring transaction.
4. Maintenance Amount - This will depend on the item setup (Item | Setup tab | Sales tab | Maintenance Calculation Method, and Rate field)
5. License Amount - This will default to the item price.

Below are the steps in creating a software type Quote.

1. Open the Sales | Sales Order menu. If there is no existing record yet, this will open a new Sales Order screen.
2. If there are existing records, click the New button on the integrated search grid to open a new Sales Order screen. You will notice that some of the fields, like the Date, Due, Location, Ordered By, Status, and Currency,  are already populated by default. You can still change these if necessary.
3. Check the Quote checkbox button. 
4. Set the Type to Software. The grid area will show these software related columns.Image Removed
   
   1. Maintenance Type - 
5. Enter the header details. 
   1. Select a Customer.
   2. Change the default value of 
   3. Fill out the the Customer, Date, Location, Bill To, Ship To, Terms, and Currency. These Don't leave these blank since these are the required header details.
   4. Fill out other header details if needed. Refer to Quote | Field Description | Header Details to help you in filling out the fields. 
6. Add details on grid. Refer to Quote | Field Description | Grid Details to help you in filling out the fields. Note that UOM is a required detail.
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   The grid will also allow you to enter miscellaneous items that do not have an Inventory Item record. You can do this by not selecting an Item No and simply entering its Description, Ordered, Price, and other necessary details. 
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   Click Save button. Notice that the Order No field will be filled in with a unique and system generated number.

   Note
   You can skip saving the record if the transaction is to be duplicated or processed to sales order right away since it will be saved automatically.

   Here is a sample Quote record.
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Click Save button. Notice that the Quote No field will be filled in with a unique and system generated number.

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1.  
   1. Select a software type Item No.
   2. Fill out the software related fields defined at the beginning of this topic.
   3. Complete filling in other fields necessary. Refer to Quote | Field Description | Grid Details to help you in filling out the fields.

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Click Save button. Notice that the Quote No field will be filled in with a unique and system generated number.

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Below are the steps in creating a Quote.

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1. 1. UOM is a required detail.
      

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2. Click Save button. Notice

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Below are the steps in creating a Quote.

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1. that

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1. the 

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1. Order

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1. No field will be filled in with a unique and

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1. system generated number.

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1. Note
   You can skip saving the record if the transaction is to be duplicated or processed to sales order right away since it will be saved automatically

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