Setting up Electronic Invoicing for Malaysia

Before you send or receive Accounting documents for Malaysia, you must carry out the following configuration tasks. Some steps will be different if you have installed Accounting, Order and Inventory Management and Order and Inventory Management – FinancialForce Connector packages or if you have just installed theAccounting package.

Step 1: Set up Storecove Electronic Invoicing Connector

Ensure that the Storecove Connector is configured. For more information, see Electronic Invoicing Settings

Step 2: Enable Electronic Invoicing with Storecove Feature

Make sure that the Electronic Invoicing with Storecove feature is enabled in Feature Console. For more information, see Setting up Electronic Invoicing with Storecove

This Feature Console page allows you to enable the feature for connecting Certinia applications with Storecove for electronic invoicing purposes.

Step 3: Configure Legal Entities in Storecove

Configure a minimum of two distinct legal entities within the Storecove: one designated as the sender and the other as the receiver. For more information, see Storecove Help.

Step 4: Set up an Account Extension

Establish an Account Extension within the Account Extensions object. This extension must incorporate the sender's identifier data, ensuring you define the E-Invoicing Address Scheme with the identifier MY:TIN or MY:SST. For more information, see Creating an Account Extension

Step 5: Add Tax Data on the Account Object

Make sure that the Tax Country Code field is explicitly populated with the value "MY" and that the Tax Registration Number field contains the required data within the Accounts object. The value of the Tax Registration Number field must correspond with one of the registered identifiers associated with your Legal Entity created in Storecove (Step 3).

Step 6: Enter E-Invoicing Values for the Accounting Company

Enter the values in the following fields on the Accounting Company object:

• E-Invoicing Legal Entity Identifier derived from the ID Legal Entity created in Storecove.
• E-Invoicing Tax Category.

Step 7: Add Custom Fields

Step 8: Add the Reference Fields at the Line Level

In the Sales Invoices, Sales Credit Notes, Payables Invoices, and Payable Credit Notes documents you must create the following Reference fields at the line level to be sent to Storecove or received from Storecove:

• Document Description
• Document Type
• Document List ID
• Document ID

To add the Reference fields at the line level:

1. Create an object called "Reference Line".

2. Add the following fields to the new Reference Line object:

   • Line Document Description
   • Line Document Type
   • Line Document ID List ID
   • Line Document ID
3. Add a look up field to the accounting document object you are working on: Sales Invoice Line Item, Sales Credit Note Line Item, Payable Invoice Line Item, and Payable Credit Note Line objects.

4. To display the Reference Lines section in the accounting document you are working on, you can manually create a new Lightning Record Page to configure the layout and include the section, or implement a custom logic to automate the configuration.

5. Add Child Mapping to the Invoice Line Item:

   1. Go to E-Invoice Mapping
   2. Add Child Mapping under the c2g__InvoiceLineItems__r

6. Add Child Mapping to the Reference Line object created:

   1. On the E-Invoice Mapping, add Child Mapping under the Reference Lines.
   2. Specify Field in Source Type and Target Type fields for the previous reference line items. For more information, see Mappings Overview

7. Once the Reference Lines section is created, enter manually the required values in the fields or you can implement custom logic to automatically populate these fields.

Step 9: Map the Custom Fields Created

You must map the new custom fields created within Accounting (Step 7) to the fields of the internal object ElectronicInvoicingService.Document.

• Map Sales Invoice to Electronic Invoice. For more information, see Managing Electronic Invoice Mappings
• Map Sales Credit Note to Electronic Invoice. For more information, see Managing Field Mappings for Sales Credit Note to Electronic Invoice
• Map Electronic Invoice to Payable Invoice. For more information, seeManaging Field Mappings for Electronic Invoice to Payable Invoice
• Map Electronic Invoice to Payable Credit Note. For more information, see Managing Field Mappings for Electronic Invoice to Payable Credit Note

Step 10: Add Picklist Values

You must add the following picklist values to the E-Invoicing Tax Category field on the Accounting Company object.

• sales
• sales_zero
• service
• service _zero
• tourism
• high_value_goods
• low_value_goods

Step 11: Add Storecove as Intermediary

Ensure that you add Storecove as authorised intermediary to manage the secure transmission of e-invoicing documents to the Malaysian Tax Authority (Inland Revenue Board of Malaysia). For more information see Storecove Help.

Note:

Once the e-invoicing document is delivered to the Malaysian Tax Authority, the status in the E-Invoice Delivery Status field changes from "Sending" to "Delivered".