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 access to setup the customer record.

To setup the customer record:

Note:

If any of these field values aren’t available, enter not applicable or not available in those 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, go to the E-Document subtab and 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 set as the default value of the E-Document Template and E-Document Sending Method fields on the customer's transaction records.

4. Select the Malaysia Electronic Invoicing subtab.

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

   • 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 number that matches the identification type you select from the Malaysia Identification Type list.

8. In the Malaysia SST ID field, enter the buyer's SST registration number.

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

10. For Legacy accounts, enter the customer's Tax Registration Number in the Tax Reg. Number field on the Financial subtab.For SuiteTax records, enter the customer's Tax Registration Number in the Tax Registration Number field on the Tax Registration subtab of the respective nexus.

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

12. Click Save.

You can generate outbound e-documents for transactions, but you must link the transactions with the outbound e-document template and sending method to generate outbound e-documents. You can only link one outbound template and sending method to a customer or vendor. You can set the template and sending method to be automatically selected for every transaction you want to certify by IRBM.

General Notices