[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

content/applications/finance/fiscal_localizations.rst

@@ -93,6 +93,8 @@ available on Odoo.
 - :doc:`Kenya - Accounting <fiscal_localizations/kenya>`
 - Lithuania - Accounting
 - :doc:`Luxembourg - Accounting <fiscal_localizations/luxembourg>`
+- Malaysia - Accounting
+- :doc:`Malaysia - Accounting <fiscal_localizations/malaysia>`
 - Maroc - Accounting
 - :doc:`Mexico - Accounting <fiscal_localizations/mexico>`
 - Mongolia - Accounting
@@ -147,6 +149,7 @@ 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 +1,266 @@
+========
+Malaysia
+========
+
+Configuration
+=============
+
+Modules installation
+--------------------
+
+:ref:`Install <general/install>` the following modules to get the latest features of the Malaysia
+ localization:
+
+.. list-table::
+   :header-rows: 1
+
+   * - Name
+     - Technical name
+     - Description
+   * - :guilabel:`Malaysia - Accounting`
+     - `l10n_my`
+     - Default :ref:`fiscal localization package <fiscal_localizations/packages>`
+   * - :guilabel:`Malaysia - Accounting Reports`
+     - `l10n_my_reports`
+     - Accounting reports for Malaysia.
+   * - :guilabel:`Malaysia - UBL PINT`
+     - `l10n_my_ubl_pint`
+     - This module includes the features required for 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.
+
+.. image:: malaysia/modules.png
+      :alt: Modules
+
+.. note::
+   When **Malaysia** is selected for a company's :guilabel:`Fiscal Localization`, Odoo automatically
+   installs certain modules.
+
+Configure your company
+----------------------
+
+To configure the company information, go to the :menuselection:`Contacts` app and search the name
+given to your company.
+
+#. Select the :guilabel:`Company` option at the top 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`: The tax identificaiton number
+   - :guilabel:`SST`: Malaysian Sales and Service Tax Number - add if applicable
+   - :guilabel:`TTx`: Malaysian Tourism Tax Number - add if applicable
+
+   .. image:: malaysia/company-configuration.png
+      :alt: Company configuration.
+
+#. Upload a company logo and :guilabel:`Save` the contact.
+
+E-invoicing integration with MyInvois
+=====================================
+
+MyInvois Portal is a platform provided by :abbr:`IRBM (The Inland Revenue Board of Malaysia)`
+to facilitate the implementation of e-invoice for the taxpayers of Malaysia.
+
+Odoo supports integration with :guilabel:`MyInvois platform` to submit the invoices generated on Odoo.
+
+.. important::
+   - | :guilabel:`Malaysia - E-invoicing module` must be installed in order to submit invoices to
+      :guilabel:`MyInvois platform`.
+
+
+Set-up
+------
+
+MyInvois registration
+~~~~~~~~~~~~~~~~~~~~~
+
+Before use, the company must register and log-in on the :guilabel:`MyInvois` portal to grant Odoo the
+**right to invoice** as an intermediary.
+
+.. _MyTax: https://mytax.hasil.gov.my
+
+#. Access the :guilabel:`MyInvois portal` by loggin in to MyTax_ .
+
+   .. image:: malaysia/mytax.png
+      :alt: Mytax page
+
+.. note::
+   If there was no prior instance of logging in, please refer to :guilabel:`User Maual` in MyTax
+   Portal.
+   Both the **Pre-production** and **Production** environment are supported
+
+#. From the :guilabel:`dashboard`, go to :guilabel:`View Taxpayer Profile`
+
+   .. image:: malaysia/myinvois-profile.png
+      :alt: MyInvois profile
+
+#. Under :guilabel:`Representatives`section, click :guilabel:`Add Intermediary`.
+
+   .. image:: malaysia/myinvois-add-intermediary.png
+      :alt: MyInvois add intermediary
+
+#. Add **ODOO S.A.** as an intermediary using following information.
+
+   - :guilabel:`TIN`: C57800417080
+   - :guilabel:`BRN`: BE0477472701
+   - :guilabel:`Name`: ODOO S.A.
+
+   .. image:: malaysia/myinvois-intermediaries.png
+      :alt: MyInvois intermediary
+
+#. Ensure below necessary rights are granted.
+
+   - :guilabel:`Reperesntation From`: **Must**
+   - :guilabel:`Representation To`: Not a must
+   - :guilabel:`Document - Submit`: **Must**
+   - :guilabel:`Document - Cancel`: **Must**
+   - :guilabel:`Document - Request Rejection`: **Must**
+   - :guilabel:`Notifications - View`: Not a must
+
+   .. image:: malaysia/myinvois-rights.png
+      :alt: MyInvois rights
+
+.. note::
+   Access is available to revoke in the future if needed.
+   No invoice sent on behalf is stored on the proxy server by Odoo as an intermediary.
+
+#. Click :guilabel:`Save` and if successful, **ODOO S.A.** is added as an intermediary with :guilabel:`Status`
+   as :guilabel:`Active`.
+
+   .. image:: malaysia/myinvois-intermediary-active.png
+      :alt: MyInvois status active
+
+Configuration in Odoo
+~~~~~~~~~~~~~~~~~~~~~
+
+Accounting
+**********
+
+Go to :menuselection:`Accounting --> Configuration --> Settings --> Malaysian Electronic Invoicing`.
+
+Depending on the selected **User environment** to access MyIvnois, choose the relevant **Invoice Mode**.
+After checking the :guilabel:`TIN`, click :guilabel:`Register`.
+
+   .. image:: malaysia/e-invoicing-configuration.png
+      :alt: Accounting configuration
+
+.. note::
+   Make sure to check TIN before clicking register. To change the TIN, click :guilabel:`Unregister` and
+   :guilabel:`Register` again after changing on the company contact. This also needs to match with the
+   number registered on **MyInvois** portal.
+
+Contact & Company Information
+*****************************
+
+During the initial stage of set-up, go to the :menuselection:`Setting --> Companies --> Update Info` and
+fill in the below information. For the **new contacts** created, ensure to fill in the information below as well
+to allow sending of invoices to the contacts.
+
+- Country
+- State
+- Tax ID
+- Phone Number
+- SST
+- E-invoicing
+   - Identification
+   - Ind. Classification: Only for the company information
+
+   .. image:: malaysia/e-invoicing-contact.png
+   .. image:: malaysia/e-invoicing-company-classification.png
+
+.. important::
+   For :guilabel:`Identification`, ensure to fill in the right identification method and number that was
+   used during the registration on the platform.
+
+Products
+********
+
+All the propducts to include on e-invoicing requires :guilabel:`Malaysian classification code` defined.
+
+   .. image:: malaysia/e-invoicing-product.png
+      :alt: Product configuration
+
+Workflow
+--------
+
+Send invoice to MyInvois
+~~~~~~~~~~~~~~~~~~~~~~~~
+
+Once an invoice is confirmed in the system, they are available for sending to MyInvois platform.
+
+Single Invoice
+**************
+
+#. Click :guilabel:`Print & Send`.
+
+   .. 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
+
+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 casued by requests.
+
+#. Check sending the method, then click :guilabel:`Print & Send`.
+
+Return result
+*************
+
+- | Upon successful submission, :guilabel:`MyInvois State` is updated to :guilabel:`Valid` upon receiving the
+   feed from MyInvois. The same information sent and returned is accessible on the MyInvois Portal.
+
+   .. image:: malaysia/myinvois-submitted.png
+      :alt: Submitted result
+
+- | Additional information including :guilabel:`Submission UID`, :guilabel:`MyInvois` and :guilabel:`Validation Time`
+   are updated on the :guilabel:`MyIvnois` tab of the invoice and on the :guilabel:`Chatterbox`.
+
+   .. image:: malaysia/e-invoicing-result.png
+      :alt: Return result
+
+   .. image:: malaysia/e-invoicing-result-chatterbox.png
+      :alt: Return result chatterbox
+
+.. note::
+   If no feed was received from MyInvois, the status will be **In Progress**.
+   Odoo will automatically check and update the status usinhg scheduled action.
+
+
+Invoice cancellation
+~~~~~~~~~~~~~~~~~~~~
+
+Invoice sent is available for cancellation within 72 hours from the :guilabel:`Validation time`.
+
+#. Click :guilabel:`Request Cancel`.
+
+   .. image:: malaysia/e-invoicing-cancel.png
+      :alt: Cancel invoice
+
+#. Include the :guilabel:`Reason` and click :guilabel:`Update Invoice`.
+
+   .. image:: malaysia/e-invoicing-cancel-reason.png
+      :alt: Cancel invoice reason
+
+.. note::
+   Upon successful cancellation, :guilabel:`MyInvois State` is updated to :guilabel:`cancelled`.