[IMP] l10n_my: MyInvois documentation

Recently, there has been a new module to support MyInvois which is legally mandatory for Malaysia. With its release this week, documentation is required for the users to add specific information to register Odoo as an intermediary but also to let them know how the set-up is and the business flow achievable in Odoo.

task-3953659

closes odoo/documentation#11506

X-original-commit: 25f0c32e35
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Kim Dohyun (kido) <kido@odoo.com>

content/applications/finance/fiscal_localizations/malaysia.rst

@@ -2,6 +2,220 @@
 Malaysia
 ========
 
+.. _MyTax: https://mytax.hasil.gov.my
+
+.. _malaysia/configuration:
+
+Configuration
+=============
+
+.. _malaysia/configuration/modules:
+
+Modules installation
+--------------------
+
+:ref:`Install <general/install>` the following modules to get all the features of the Malaysian
+localization:
+
+.. list-table::
+   :header-rows: 1
+
+   * - Name
+     - Technical name
+     - Description
+   * - :guilabel:`Malaysia - Accounting`
+     - `l10n_my`
+     - This module includes the default
+       :ref:`fiscal localization package <fiscal_localizations/packages>`.
+   * - :guilabel:`Malaysia - Accounting Reports`
+     - `l10n_my_reports`
+     - This module includes the accounting reports for Malaysia.
+   * - :guilabel:`Malaysia - UBL PINT`
+     - `l10n_my_ubl_pint`
+     - This module includes the features required to export invoices in PINT format.
+   * - :guilabel:`Malaysia - E-invoicing`
+     - `l10n_my_edi`
+     - This module includes the features required for integration with MyInvois under IRBM.
+
+.. _malaysia/configuration/company:
+
+Company information
+-------------------
+
+To configure your company information, go to the :guilabel:`Contacts` app, search for your company,
+and select it. Then configure the following fields:
+
+- :guilabel:`Name`
+- :guilabel:`Address`, including the :guilabel:`City`, :guilabel:`State`, :guilabel:`Zip Code`,
+  and :guilabel:`Country`.
+
+   - In the :guilabel:`Street` field, enter the street name, number, and any additional address
+     information.
+   - In the :guilabel:`Street 2` field, enter the neighborhood.
+
+- :guilabel:`Tax ID`: Tax identification number
+- :guilabel:`SST`: Malaysian Sales and Service Tax Number, if applicable
+- :guilabel:`TTx`: Malaysian Tourism Tax Number, if applicable
+- :guilabel:`Phone`
+
+.. _malaysia/myinvois:
+
+E-invoicing integration with MyInvois
+=====================================
+
+The MyInvois Portal is a platform provided by the :abbr:`IRBM (Inland Revenue Board of Malaysia)`
+that facilitates the implementation of e-invoices for Malaysian taxpayers.
+Odoo supports integration with MyInvois to submit the invoices generated in Odoo.
+
+.. note::
+   The :guilabel:`Malaysia - E-invoicing module` must be installed to submit invoices to MyInvois.
+
+.. _malaysia/myinvois/setup:
+
+Set-up
+------
+
+.. _malaysia/myinvois/setup/registration:
+
+MyInvois registration
+~~~~~~~~~~~~~~~~~~~~~
+
+To send electronic invoices to MyInvois, you first need to register and log in to the MyInvois
+portal to grant Odoo the **right to invoice** as an intermediary for your company.
+
+.. note::
+   If this is the first time you log into the MyInvois portal, click :guilabel:`User Manual` on
+   MyTax_ to learn more about the registration process. Both the **pre-production** (:dfn:`testing
+   environment to try the functions before using the actual (production) environment`) and
+   **production** (:dfn:`actual environment to submit e-invoices with accurate information`)
+   environments are supported.
+
+#. Log into MyTax_. Choose the :guilabel:`ID Type` and the corresponding
+   :guilabel:`identification number` used to register for the digital certificate.
+#. From the dashboard, click the :icon:`fa-angle-down` :guilabel:`(angle-down)` icon in the
+   top-right corner and select :guilabel:`View Taxpayer Profile`.
+#. In the :guilabel:`Representatives` section, click :guilabel:`Add Intermediary` in the top-right
+   corner.
+
+   .. image:: malaysia/myinvois-add-intermediary.png
+      :alt: MyInvois add intermediary
+
+#. Add `ODOO S.A.` as an intermediary using the following information:
+
+   - :guilabel:`TIN`: `C57800417080`
+   - :guilabel:`BRN`: `BE0477472701`
+   - :guilabel:`Name`: `ODOO S.A.`
+
+#. Grant the following permissions by clicking the :icon:`fa-toggle-on` :guilabel:`(toggle-on)`
+   icon:
+
+   - :guilabel:`Representation From`
+   - :guilabel:`Document - Submit`
+   - :guilabel:`Document - Cancel`
+   - :guilabel:`Document - Request Rejection`
+
+   .. note::
+      - Access can be revoked in the future if needed.
+      - Odoo, as an intermediary, does not store invoices sent on behalf of the client on the proxy
+        server.
+
+#. Click :guilabel:`Save`. The status for `ODOO S.A.` is then :guilabel:`Active`.
+
+   .. image:: malaysia/myinvois-intermediary-active.png
+      :alt: MyInvois status active
+
+.. _malaysia/myinvois/setup/odoo:
+
+Configuration in Odoo
+~~~~~~~~~~~~~~~~~~~~~
+
+.. _malaysia/myinvois/setup/odoo/einvoicing:
+
+Electronic invoicing
+********************
+
+Go to :menuselection:`Accounting --> Configuration --> Settings`. In the
+:guilabel:`Malaysian Electronic Invoicing` section, choose the relevant :guilabel:`MyInvois mode`
+based on the environment you used to register on MyInvois.
+
+Make sure to allow Odoo to process e-invoices by checking the box, then click :guilabel:`Register`.
+
+.. note::
+   To change the TIN reference, click :guilabel:`Unregister`, change the company's information and
+   make sure the number registered on MyInvois matches, then :guilabel:`Register` again.
+
+.. _malaysia/myinvois/setup/odoo/company:
+
+Company
+*******
+
+Open the Settings app, and in the :guilabel:`Companies` section, click :guilabel:`Update Info`. Then,
+in the :guilabel:`E-invoicing` section, fill in the following fields:
+
+   - :guilabel:`Identification`: The :guilabel:`ID Type` and associated :guilabel:`Identification
+     number` used to register for the digital certificate.
+   - :guilabel:`Ind. Classification`: The 5-digit numeric code that represents the nature and
+     activity of the business.
+
+Contacts
+********
+
+Access the contact's form and fill in the following fields:
+
+   - :guilabel:`Country`
+   - :guilabel:`State`
+   - :guilabel:`Phone`
+   - :guilabel:`Tax ID`
+   - :guilabel:`Identification`: the :guilabel:`ID Type` and the corresponding
+     :guilabel:`Identification number` of the contact registered on MyTax.
+
+.. _malaysia/myinvois/setup/odoo/product:
+
+Products
+********
+
+All products to be included in e-invoices require a Malaysian classification code. To add it,
+access the :guilabel:`Product` form and in the :guilabel:`General Information` tab, fill in the
+:guilabel:`Malaysian classification code` field.
+
+.. _malaysia/myinvois/workflow:
+
+Workflow
+--------
+
+.. _malaysia/myinvois/workflow/sending:
+
+Send invoices to MyInvois
+~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Invoices can be sent to MyInvois once they have been confirmed. To do so, follow the
+:ref:`invoice sending <accounting/invoice/sending>` steps, and in the :guilabel:`Send` window,
+enable the :guilabel:`Send to MyInvois` option and click :guilabel:`Send & Print`.
+
+.. _malaysia/myinvois/workflow/sending/status:
+
+MyInvois status
+***************
+
+In the :guilabel:`MyInvois` tab of the invoice, the :guilabel:`MyInvois State` is updated to
+:guilabel:`Valid` when the submission to MyInvois is successful. The :guilabel:`Submission UID`,
+:guilabel:`MyInvois` and :guilabel:`Validation Time` are also updated.
+The same information is available on MyInvois.
+
+.. note::
+   If no information is received from the MyInvois portal, the :guilabel:`MyInvois State` is
+   :guilabel:`In Progress`. In this case, Odoo automatically checks and updates the status.
+
+.. _malaysia/myinvois/workflow/cancellation:
+
+Invoice cancellation
+~~~~~~~~~~~~~~~~~~~~
+
+Sent invoices can be canceled within 72 hours from :guilabel:`Validation time`. In this case, open
+the invoice and click :guilabel:`Request Cancel`. In the :guilabel:`Cancel document` window, include
+the cancellation :guilabel:`Reason`, then click :guilabel:`Update Invoice`. The
+:guilabel:`MyInvois State` is updated to :guilabel:`cancelled`.
+
 .. _malaysia/employment-hero:
 
 Employment Hero payroll