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MY-00005 Print GST tax invoices

This article explains how to print a GST tax invoice for Malaysia in Microsoft Dynamics 365 Finance.

The following procedures walk you through how to print a GST tax invoice. The procedures use the MYMF demo data company.

Before you can complete the procedures, you must select the GST invoice invoice type in general ledger parameters, and also select the MYMF legal entity. The accounts receivable clerk role is required for these procedures.

To print a GST invoice, 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, select the drop-down button to open the lookup.
  4. In the list, select the link in the selected row.
  5. Expand or collapse the General section.
  6. In the Site field, select the drop-down button to open the lookup.
  7. In the list, select the link in the selected row.
  8. In the Warehouse field, select the drop-down button to open the lookup.
  9. In the list, select the link in the selected row.
  10. Select OK.
  11. On the Action Pane, select Options.
  12. Select Change view.
  13. Select Header view. The Invoice type field has the default value of GST invoice.
  14. Expand or collapse the Financial dimensions section.
  15. In the BusinessUnit field, enter a value.
  16. In the Department field, enter a value.
  17. Select Save.
  18. On the Action Pane, select Options.
  19. Select Change view.
  20. Select Line view.
  21. In the list, mark the selected row.
  22. In the Item number field, select the drop-down button to open the lookup.
  23. In the list, find and select the desired record.
  24. In the list, select the link in the selected row.
  25. In the Unit price field, enter a number.
  26. Expand or collapse the Line details section.
  27. Select the Setup tab.
  28. In the Sales tax group field, select the drop-down button to open the lookup.
  29. In the list, select the link in the selected row.
  30. In the Item sales tax group field, select the drop-down button to open the lookup.
  31. In the list, find and select the desired record.
  32. In the list, select the link in the selected row.
  33. Select Save.
  34. On the Action Pane, select Sell.
  35. Select Sales tax.
  36. Validate the calculated sales tax.
  37. Select OK.
  38. On the Action Pane, select Invoice.
  39. Expand or collapse the Parameters section.
  40. In the Quantity field, select an option.
  41. Select or clear the Print invoice checkbox.
  42. Select OK.
  43. Select Yes.
  44. In the ISO field, enter a value.
  45. Select OK.
  46. Validate the printed tax invoice report, which contains a GST summary section with GST code, amount origin, quantity, and GST amount.
  47. Close the page.

To print a GST invoice report, 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, select the drop-down button to open the lookup.
  4. In the list, select the link in the selected row.
  5. On the Action Pane, select Options.
  6. Select Change view.
  7. Select Header view.
  8. Validate that the Invoice type is GST invoice.
  9. Expand or collapse the Financial dimensions section.
  10. In the BusinessUnit field, select the drop-down button to open the lookup.
  11. In the list, select the link in the selected row.
  12. In the Department field, select the drop-down button to open the lookup.
  13. In the list, select the link in the selected row.
  14. Select Save.
  15. On the Action Pane, select Options.
  16. Select Change view.
  17. Select Line view.
  18. In the list, mark the selected row.
  19. In the Description field, enter a value.
  20. In the Main account field, enter a value.
  21. In the Sales tax group field, select the drop-down button to open the lookup.
  22. In the list, select the link in the selected row.
  23. In the Item sales tax group field, select the drop-down button to open the lookup.
  24. In the list, find and select the desired record.
  25. In the list, select the link in the selected row.
  26. In the Unit price field, enter a number.
  27. Select Save.
  28. Select Sales tax.
  29. Validate the calculated sales tax.
  30. Select OK.
  31. Select Post.
  32. Select or clear the Print invoice checkbox.
  33. Select OK.
  34. Select OK.
  35. In the ISO field, enter a value.
  36. Select OK.
  37. Validate the printed tax invoice report, which contains a GST summary section with GST code, amount origin, and GST amount.
  38. Close the page.