[IMP] l10n_my: MyInvois documentation

content/applications/finance/fiscal_localizations.rst

@@ -93,6 +93,7 @@ available on Odoo.
 - :doc:`Kenya - Accounting <fiscal_localizations/kenya>`
 - Lithuania - Accounting
 - :doc:`Luxembourg - Accounting <fiscal_localizations/luxembourg>`
+- :doc:`Malaysia - Accounting <fiscal_localizations/malaysia>`
 - Maroc - Accounting
 - :doc:`Mexico - Accounting <fiscal_localizations/mexico>`
 - 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

content/applications/finance/fiscal_localizations/malaysia.rst

@@ -0,0 +1,260 @@
+========
+Malaysia
+========
+
+.. _malaysia/configuration:
+
+Configuration
+=============
+
+.. _malaysia/configuration/modules:
+
+Modules installation
+--------------------
+
+:ref:`Install <general/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 <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 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`. The
+:guilabel:`MyInvois State` is updated to :guilabel:`cancelled`.