(MYS) Print GST invoice for credit note or debit note

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to print a Malaysian goods and services tax (GST) invoice for a credit note or a debit note. You can print a GST invoice for a credit note or debit note from a sales order, free text invoice, purchase order, or project proposal. The invoice is printed in either full or simplified format, depending on the selection that you make in the General ledger parameters form.

Prerequisites

The following table shows the prerequisites that must be in place before you start.

Category

Prerequisite

Version

Microsoft Dynamics AX 2012 R3 Cumulative Update 8

Related setup tasks

  1. Create a new tax registration type for Malaysia, and select the Primary for country check box in the Tax registration types form. For more information, see Tax registration types (form).

  2. Specify a registration type, authority, registration number, effective date, and expiration date for the primary address of the legal entity in the Edit address form. For more information, see Manage addresses (form).

  3. Set up print management for Accounts receivable and Accounts payable in the Print management setup form. For more information, see Set up print management for a module.

  4. Specify the printing format for the GST invoice by selecting either Full invoice or Simplified invoice in the Sales tax area of the General ledger parameters form.

To print a GST invoice for the credit note or debit note of a sales order, follow these steps.

  1. Click Sales and marketing > Common > Sales orders > All sales orders. Select an invoiced sales order.

  2. On the Sell tab, click Credit note.

  3. Select the Select all check box to select all sales invoice transactions.

    –or–

    In the lower pane, select the Mark check box next to the sales order line to correct the quantity of returned items for.

  4. Specify the reason code, original invoice number, and original invoice date. Then print the credit note or debit note with the GST invoice. For more information, see Create and print a credit note for customer invoices.

    Note

    If the quantity of the item displays a negative sign, the invoice is a credit note. Otherwise, the adjusted invoice is a debit note.

Print a GST invoice for the credit note or debit note of a free text invoice

To print a GST invoice for the credit note or debit note of a free text invoice, follow these steps.

  1. Click Accounts receivable > Common > Free text invoices > All free text invoices. Select a posted free text invoice.

  2. Adjust the quantity and price of the item for the selected free text invoice.

  3. Specify the reason code, original invoice number, and original invoice date. Then print the free text invoice with the GST invoice. For more information, see Correct a posted free text invoice.

    Note

    If the quantity of the item displays a negative sign, the invoice is a credit note. Otherwise, else the adjusted invoice is a debit note.

To print a GST invoice for the credit note or debit note of a purchase invoice, follow these steps.

  1. Click Accounts payable > Common > Purchase orders > All purchase orders. Select a posted purchase order.

  2. On the Purchase tab, on the Action Pane, click Credit note.

  3. Select the Select all check box to create credit notes for all purchase order transactions.

    –or–

    Select the Mark check box next to the corresponding purchase order transaction lines to create credit notes for those lines only.

  4. Specify the reason code, original invoice number, and original invoice date. Then print the credit or debit note with the GST invoice. For more information, see Create and print a credit note for vendor invoices.

    Note

    If the quantity of the item displays a negative sign, the invoice is a credit note. Otherwise, the adjusted invoice is a debit note.

To print a GST invoice for the credit note of a project invoice, follow these steps.

  1. Click Project management and accounting > Common > Project invoices > Project invoice proposals.

  2. Create a new project invoice for a sales order, and then post the project invoice. For more information, see Create and post invoice proposals.

  3. Create a new invoice proposal, and adjust the quantity and price of the item.

  4. Specify the reason code, original invoice number, and original invoice date. For more information, see Credit invoiced amounts in projects.

    Note

    If the quantity of the item displays a negative sign, the invoice is a credit note. Otherwise, the adjusted invoice is a debit note.

  5. Click Print to print the posted project invoice with the GST invoice.