1. Country-Specific Features
  2. Malaysia Help Topics
  3. Malaysia Electronic Invoicing
  4. Malaysia Electronic Invoicing Quick Start
  5. Setting Up Malaysia Electronic Invoicing
  6. Setting Up a Customer Record

Setting Up a Customer Record

You must setup a customer record before you start using the Malaysia Electronic Invoicing SuiteApp. You must have access to Administrator role to setup the customer record.

To setup the customer record:

Note:

If any of the following field values are not available, enter not applicable or not available as the value in these fields.

  • Malaysia Identification Number

  • Malaysia SST ID

  1. Go to Lists > Relationships > Customers.

  2. Click Edit next to the required customer.

  3. On the customer record, In the E-Document subtab, do the following:

    • From the E-Document Package list, select Malaysia E-Document Package.

    • Check the Template and Sending Method Auto-selection box.

    Note:

    The template and sending method are automatically selected as the default value of the E-Document Template and E-Document Sending Method fields on the transaction records of the customer.

  4. Select the Malaysia Electronic Invoicing subtab.

  5. From the Malaysia Mandate Type list, select one of the following mandate type:

    • MY-B2G-EINVOICE

    • MY-B2B-EINVOICE

    • MY-B2C-EINVOICE

  6. From the Malaysia Identification Type list, select one of the following identification types:

    • Business Registration Number

    • MyKad Identification Number

    • MyKAS Identification Number

    • MyPR Identification Number

    • MyTentera Identification Number

    • Passport

  7. In the Malaysia Identification Number field, enter the corresponding identification number based on the identification type you select from the Malaysia Identification Type list.

  8. In the Malaysia SST ID field, enter the SST registration number of the registered buyer.

  9. In the Address subtab, add the corresponding billing address of the buyer in Malaysia.

  10. In the Tax Reg. Number field on the Financial subtab, enter a customer's Tax registration number.

  11. In the Customer E-Document Email Recipient subtab, add the Malaysia contact details of the email recipient.

  12. Click Save.

You can generate outbound e-documents for transactions. The transactions must be associated with the outbound e-document template and sending method to generate outbound e-documents. You can associate only one outbound template and sending method with a customer or vendor. You can set automatic selection of that template and sending method on every transaction of the customer or vendor that you want to certify by IRBM.

General Notices