(MYS) Print GST customer invoices with a relief clause [AX 2012]

Updated: November 6, 2014

Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to include and print a Malaysian Goods and Services Tax (GST) relief clause in a tax invoice for goods or services that are eligible for GST relief. You can print a GST invoice from a sales order, a free text invoice, or a project proposal. When you generate a tax invoice for a customer who has bought a GST relieved item or service, the relief clause is automatically included in the final printed invoice. You can either use a detailed or a simple printing format for the invoice depending on the selection that you make in the General ledger parameters form.

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

Category

Prerequisite

Version

Microsoft Dynamics AX 2012 R3 with cumulative update 8 (CU8)

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 税务注册类型 (窗体).

  2. Select a registration type, and specify the authority, registration number, effective and expiration dates for the primary address of the legal entity in the Edit address form. For more information see, 管理地址 (窗体).

  3. Set up print management for the Accounts payable, Accounts receivable, and Project management and accounting modules in the Print management setup form. For more information see, 为模块设置打印管理.

  4. Select the printing format for the GST invoice as Full invoice or Simplified invoice in the GST invoice format field in the Sales tax area of the General ledger parameters form.

Use the GST relief category form to specify a reference number for the item that has been granted GST relief by the Malaysian tax authorities. You must also provide the schedule number of the GST Act under which the relief has been granted. The relief item number and the schedule number are both included in the final GST invoice.

To create a GST relief category, follow these steps:

  1. General ledger > Setup > Sales tax > GST relief category.

  2. Click New to create a record.

  3. In the Relief item number field, enter the item number for which you are seeking GST relief.

  4. In the Relief schedule field, enter the relief schedule for the GST relief category.

After you create a GST relief category, you must attach the category to a GST relief group. You can attach a GST relief group to multiple GST relief categories.

To create a GST relief group, follow these steps:

  1. General ledger > Setup > Sales tax > GST relief group.

  2. Click New to create a group, and then add a name and a description for the group.

  3. On the GST relief category FastTab, click Add to add a GST relief category to a GST relief group.

  4. In the GST relief category, select a category.

Use the Customers form to associate a customer with a GST relief group.

To assign a GST relief group to a customer, follow these steps:

  1. Click Accounts receivable > Common > Customers > All customers.

  2. Create or select a customer account, and then click Edit. For more information, see 创建客户记录.

  3. On the Invoice and delivery FastTab, in the GST relief group field, select a relief group to which the customer belongs.

You must assign the relief category to a product to indicate that the product is eligible for GST relief.

To assign a GST relief category to a product, follow these steps:

  1. Click Product information management > Common > Released products.

  2. Create or select a released product, and then click Edit. For more information, see 关键任务:定义产品.

  3. On the Sell FastTab, in the GST relief category field, select a GST relief category for the product.

You can either use a Sales order form, or Free text invoice form, or the Invoice proposals form to generate and print a tax invoice with a GST relief clause for a customer.

To print the relief clause on a GST invoice, follow these steps:

  1. Click Sales and marketing > Common > Sales orders > All sales orders. Create or select a sales order, and then click Edit. For more information, see 销售订单(窗体).

    –or–

    Click Accounts receivable > Common > Free text invoices > All free text invoices. Create or select a free text invoice, and then click Edit. For more information, see 关键任务;普通发票.

    –or–

    Click Project management and accounting > Common > Project invoices > Project invoice proposals. Create or select a project invoice proposal, and then click Edit. For more information, see 创建并过账发票方案.

  2. In the Sales order form, click Header view, and then on the General FastTab, in the Invoice type field, select GST invoice.

    –or–

    In the Free text invoice form, click Header view, and then on the General FastTab, in the Invoice type field, select GST invoice.

    –or–

    In the Invoice proposals form, on the Invoice proposal header FastTab, in the GST invoice type field, select GST invoice.

  3. Post and print a tax invoice with the GST relief clause from a sales order, free text invoice, or invoice proposal. For more information, see 关键任务:客户发票, 关键任务;普通发票, or Post invoice proposals (form).

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category

Prerequisite

Security roles and privileges

To print GST customer invoices with a relief clause, you must be a member of a security role that includes the following privileges.

  • View GST relief category

  • Maintain GST relief category

  • View GST relief group

  • Maintain GST relief group

  • View GST report configuration

  • Maintain GST report configuration

  • Generate GST reports

  • Generate purchase list by tax codes report

  • Generate supply list by tax codes report

  • Generate GAF file for sales tax due

  • Generate vendor debit note and credit note list

  • Generate customer debit note and credit note list


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

社区附加资源

添加
显示: