diff --git a/content/applications/finance/fiscal_localizations.rst b/content/applications/finance/fiscal_localizations.rst index d90fbd6186..07e5631e68 100644 --- a/content/applications/finance/fiscal_localizations.rst +++ b/content/applications/finance/fiscal_localizations.rst @@ -93,6 +93,7 @@ available on Odoo. - :doc:`Kenya - Accounting ` - Lithuania - Accounting - :doc:`Luxembourg - Accounting ` +- :doc:`Malaysia - Accounting ` - Maroc - Accounting - :doc:`Mexico - Accounting ` - Mongolia - Accounting @@ -147,6 +148,7 @@ available on Odoo. fiscal_localizations/italy fiscal_localizations/kenya fiscal_localizations/luxembourg + fiscal_localizations/malaysia fiscal_localizations/mexico fiscal_localizations/netherlands fiscal_localizations/romania diff --git a/content/applications/finance/fiscal_localizations/malaysia.rst b/content/applications/finance/fiscal_localizations/malaysia.rst new file mode 100644 index 0000000000..ac7be93d9e --- /dev/null +++ b/content/applications/finance/fiscal_localizations/malaysia.rst @@ -0,0 +1,260 @@ +======== +Malaysia +======== + +.. _malaysia/configuration: + +Configuration +============= + +.. _malaysia/configuration/modules: + +Modules installation +-------------------- + +:ref:`Install ` the following modules to get the latest 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 for the export of invoices in PINT format. + * - :guilabel:`Malaysia - E-invoicing` + - `l10n_my_edi` + - This module includes the features required for integration with MyInvois under IRBM. + +.. note:: + When **Malaysia** is selected for a company's :guilabel:`Fiscal Localization`, Odoo automatically + installs specific modules. + +.. _malaysia/configuration/company: + +Configure your company +---------------------- + +To configure the company information, go to the :guilabel:`Contacts` app and search for the company +name. + +#. Select the :guilabel:`Company` option in the top right corner of the page. Then, configure the + following fields: + + - :guilabel:`Name`. + - :guilabel:`Address`: add :guilabel:`City`, :guilabel:`State`, :guilabel:`Zip Code`, + :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 - add if applicable. + - :guilabel:`TTx`: Malaysian Tourism Tax Number - add if applicable. + - :guilabel:`Phone`. + +#. Upload a company logo and :guilabel:`Save` the contact. + +.. _malaysia/myinvois: + +E-invoicing integration with MyInvois +===================================== + +MyInvois Portal is a platform provided by the :abbr:`IRBM (Inland Revenue Board of Malaysia)` +to facilitate the implementation of e-invoices for the taxpayers of Malaysia. + +Odoo supports integration with MyInvois to submit the invoices generated on Odoo. + +.. important:: + - :guilabel:`Malaysia - E-invoicing module` must be installed to submit invoices to MyInvois. + +.. _malaysia/myinvois/setup: + +Set-up +------ + +.. _malaysia/myinvois/setup/registration: + +MyInvois registration +~~~~~~~~~~~~~~~~~~~~~ + +Before use, the company must register and log in to the MyInvois portal to grant Odoo the +**right to invoice** as an intermediary. + +.. _MyTax: https://mytax.hasil.gov.my + +#. To access the MyInvois portal, log in to MyTax_ . Choose the :guilabel:`ID Type` and the + corresponding :guilabel:`identification number` that was used to register for the digital certificate. + + .. note:: + If there was no previous login, please refer to the :guilabel:`User Manual` in MyTax Portal. + Both the **Pre-production** (:dfn:`testing environment to try the functions before using the + acutal(production) environment`) and **Production** (:dfn:`actual environment to submit e-invoices + with real information`) environment are supported. + +#. From the :guilabel:`dashboard`, click the :icon:`fa-angle-down` :guilabel:`(angle-down)` 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 the using following information. + + - :guilabel:`TIN`: `C57800417080` + - :guilabel:`BRN`: `BE0477472701` + - :guilabel:`Name`: `ODOO S.A.` + +#. To make sure the below necessary permissions are granted, click the :icon:`fa-toggle-on` + :guilabel:`(toggle-on)`: + + - :guilabel:`Representation From`: **On** + - :guilabel:`Representation To`: Off + - :guilabel:`Document - Submit`: **On** + - :guilabel:`Document - Cancel`: **On** + - :guilabel:`Document - Request Rejection`: **On** + - :guilabel:`Notifications - View`: Off + + .. 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`. `ODOO S.A.` status 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` +subject to the :guilabel:`production` or :guilabel:`pre-production` environment registered for +MyInvois access. + +Make sure to allow Odoo to process the e-invoices by checking the box, then click +:guilabel:`Register`. + +.. note:: + To change the TIN reference, click :guilabel:`Unregister` and :guilabel:`Register` again after + changing the company contact. Make sure the number registered on MyInvois matches. + +.. _malaysia/myinvois/setup/odoo/company: + +Contact & Company Information +***************************** + +Open the :guilabel:`Settings` app. In the :guilabel:`Companies` section, click +:guilabel:`Update Info`. In the :guilabel:`E-invoicing` section, complete the following fields: + + - :guilabel:`Identification`: :guilabel:`ID Type` and the corresponding :guilabel:`Identificaiton number` that was used to + register for the digital certificate. + - :guilabel:`Ind. Classification`: 5-digit numeric code that represent the company's business nature and + activity + +For the :guilabel:`Contacts` that are the recipients of the invoices, fill in the following fields: + + - :guilabel:`Country` + - :guilabel:`State` + - :guilabel:`Phone` + - :guilabel:`Tax ID` + - :guilabel:`Identification`: :guilabel:`ID Type` and the corresponding :guilabel:`Identification number` + of the contact registered under MyTax. + +.. _malaysia/myinvois/setup/odoo/product: + +Products +******** + +All the products to include on e-invoicing require a :guilabel:`Malaysian classification code` +defined. To do so, access the :guilabel:`Product` form. In the :guilabel:`General Information` tab, +complete the :guilabel:`Malaysian classification code`. + +.. _malaysia/myinvois/workflow: + +Workflow +-------- + +.. _malaysia/myinvois/workflow/sending: + +Send invoices to MyInvois +~~~~~~~~~~~~~~~~~~~~~~~~~ + +Invoices can be sent to MyInvois once they have been confirmed. + +.. _malaysia/myinvois/workflow/sending/single: + +Single Invoice +************** + +#. Click :guilabel:`Send & Print`. + + .. image:: malaysia/e-invoicing-send-single.png + :alt: Send single invoice + +#. Choose :guilabel:`Send to MyInvois` and click :guilabel:`Send & Print`. + + .. image:: malaysia/e-invoicing-send-v17.png + :alt: Send to MyInvois + +.. _malaysia/myinvois/workflow/sending/multiple: + +Multiple invoices +***************** + +#. In the Accounting App, go to :menuselection:`Customers --> Invoices`. +#. Use a checkbox on the left to select the invoices to send. +#. After selection is completed, click :guilabel:`Print & Send` button. + + .. image:: malaysia/e-invoicing-send-multiple.png + :alt: Send multiple invoices + + .. note:: + Instead of sending multiple invoices one by one, the method above to send multiple invoices at once is + the recommended method to reduce the traffic caused by requests. + +#. Check sending the method, then click :guilabel:`Print & Send`. + +.. _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 will automatically check and update 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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