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 are different if you have installed Accounting, Order and Inventory Management, and Order and Inventory Management – FinancialForce Connector packages or if you have just installed the Accounting package. If you are already using Storecove, ignore steps 1 and 2.

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

Ensure that a minimum of two distinct legal entities are configured in 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

For each Account that will receive or send e-invoices, create an Account Extension record. The record must include the Account's identifier data and E-Invoicing Address Scheme with the identifier MY:TIN or MY:SST. For more information, see Creating an Account Extension.

On each Account Extension record, also configure the E-Invoicing Document Entity Type field to specify the default document entity type for e-invoices sent from or received by that account. Add this field to the Account Extension page layout before you populate it.

• Invoice/B2B — Standard business-to-business invoicing. This is the default.
• Invoice/B2G — Business-to-government invoicing. Use this for accounts that are government entities.
• Simplified invoice/ticket/B2C — Simplified invoicing for consumers.

You can also override the document entity type on individual sales invoices and sales credit notes using the Document Entity Type field. For more information, see Custom Account Fields, Sales Invoice Fields, and Sales Credit Note Fields.

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 Account object.

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, Payable 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 lookup field to the accounting document object you are working on: Sales Invoice Line Item, Sales Credit Note Line Item, Payable Invoice Line Item, or 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 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. After the Reference Lines section is created, manually enter the required values in the fields, or implement custom logic to populate them automatically.

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, see Managing 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 an authorized 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".

Step 12: [Optional] Map the Tax Category at the Line Level

The default Storecove e-invoicing mappings use the tax category from the Accounting Company. To apply a different tax category per invoice line, update the TaxBreakdown[0].TaxCode, TaxBreakdown[1].TaxCode, and TaxBreakdown[2].TaxCode mappings to use the E-Invoicing Tax Category field on the Tax Code (c2g__TaxCategory__c) instead. For more information, see Field Mappings for Sales Invoice to Electronic Invoice and Field Mappings for Sales Credit Note to Electronic Invoice.