diff --git a/content/applications/finance/fiscal_localizations/malaysia.rst b/content/applications/finance/fiscal_localizations/malaysia.rst index 6facefc00..0bc27ac6f 100644 --- a/content/applications/finance/fiscal_localizations/malaysia.rst +++ b/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 ` 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 `. + * - :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 ` 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`. 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