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MY-00003 Manage customer debit and credit notes for GST

This article explains how to print a Malaysian goods and services tax (GST) invoice for a credit or debit notes in Microsoft Dynamics 365 Finance.

The following procedures walk you through how to print a Malaysian goods and services tax (GST) invoice for a credit note or 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 but these procedures only shows how to print from a sales order and a free text invoice.

Before you can complete this procedure, you must select the GST invoice invoice type in general ledger parameters. You must be in the accounting receivable clerk role to complete the procedures.

The procedures use the demo data company MYMF.

Create a debit note from a sales order

To create a debit note from a sales order, follow these steps.

  1. In Dynamics 365 Finance, go to Accounts receivable > Orders > All sales orders.
  2. Select New.
  3. In the Customer account field, enter or select a value.
  4. Expand the General section.
  5. In the Site field, enter or select a value.
  6. In the Warehouse field, enter or select a value.
  7. Select OK.
  8. Select Header.
  9. In the Reason code field, enter or select a value.
  10. In the list, find and select the desired record.
  11. In the list, select the link in the selected row.
  12. Select Lines.
  13. In the list, mark the selected row.
  14. In the Item number field, enter or select a value.
  15. In the Quantity field, enter a number.
  16. In the Unit price field, enter a number.
  17. In the Original invoice number field, enter or select a value.
  18. Expand the Line details section.
  19. Select the Setup tab.
  20. In the Sales tax group field, enter or select a value.
  21. In the Item sales tax group field, enter or select a value.
  22. Select Save.
  23. On the Action Pane, select Sell.
  24. Select Sales tax.
  25. Validate the calculated tax amount for the selected tax code.
  26. Select OK.
  27. On the Action Pane, select Invoice.
  28. Expand the Parameters section.
  29. In the Quantity field, select an option.
  30. In the Print invoice field, select Yes.
  31. Select OK.
  32. Select Yes.

Create a credit note from a free text invoice

To create a credit note from a free text invoice, follow these steps.

  1. In Dynamics 365 Finance, go to Accounts receivable > Invoices > All free text invoices.
  2. Select New.
  3. In the Customer account field, enter or select a value.
  4. Select Header.
  5. In the Reason code field, enter or select a value.
  6. Select Lines.
  7. In the Description field, enter a value.
  8. In the list, mark the selected row.
  9. In the Main account field, enter a value.
  10. In the Sales tax group field, enter or select a value.
  11. In the Item sales tax group field, enter or select a value.
  12. In the Quantity field, enter a number.
  13. In the Unit price field, enter a number.
  14. In the Original invoice number field, enter or select a value.
  15. Select Save.
  16. Select Sales tax.
  17. Validate the calculated negative tax amount for the tax code "AJS".
  18. Select OK.
  19. Select Post.
  20. In the Print invoice field, select Yes.
  21. Select OK.
  22. Select OK.