[IMP] l10n_my: MyInvois documentation

content/applications/finance/accounting/customer_invoices.rst

@@ -90,6 +90,8 @@ tab.
 
 .. image:: customer_invoices/invoice04.png
 
+.. _accounting/invoice/sending:
+
 Send the invoice to customer
 ----------------------------
 

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 +1,217 @@
+========
+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 ongit 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`.