Epicor ERP 10 Malaysia Country Specific Functionality Guide 10.0.700

Epicor ERP 10
Malaysia Country Specific

Functionality Guide
10.0.700
Disclaimer
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10.0.700
Revision: June 26, 2014 4:38 a.m.
Total pages: 30
sys.ditaval
Malaysia Country Specific Functionality Guide
Contents
Contents
Malaysia CSF Guide................................................................................................................5
Setup...............................................................................................................................................................6
Set Up CSF Default Settings on Country License Change...........................................................................6
Company Configuration...........................................................................................................................7
Enter License and File Numbers..........................................................................................................7
Enable Tax Box Report.......................................................................................................................7
Part Maintenance.....................................................................................................................................8
Flag Parts for CJ5 and LMW Processing..............................................................................................8
Lot Number Maintenance.........................................................................................................................8
Enter CJ5 Information for a Lot..........................................................................................................8
Enter LMW Information for a Lot.......................................................................................................9
Setup - GST Processing...........................................................................................................................10
Tax Box Maintenance......................................................................................................................10
Create Tax Box Records............................................................................................................10
Tax Type Maintenance.....................................................................................................................11
Create New Tax Type Codes.....................................................................................................12
Enter Rates and Effective Rates.................................................................................................12
Define Tax Boxes......................................................................................................................13
Define GL Controls...................................................................................................................15
Tax Liability Maintenance.................................................................................................................15
Create Tax Liability Records......................................................................................................15
Product Tax Category Maintenance.................................................................................................16
Define Product Tax Category Codes..........................................................................................16
General Operations........................................................................................................................................17
AR Invoice Entry......................................................................................................................................17
Enter an AR Invoice or Credit Memo................................................................................................19
Print a Credit Memo........................................................................................................................20
Print a Tax Invoice............................................................................................................................20
AR Invoice Tracker..................................................................................................................................21
AR Posted Invoice Update.......................................................................................................................21
Update Posted AR Invoices or Credit Memos....................................................................................21
Reports..........................................................................................................................................................21
CJ5 (Sales Tax Exemption) Report............................................................................................................22
Run the CJ5 (Sales Tax Exemption) Report.......................................................................................22
LMW Finished Goods Report...................................................................................................................22
Run the LMW Finished Goods Report..............................................................................................22
LMW Raw Material Movement Report....................................................................................................23
Run the LMW Raw Material Movement Report................................................................................23
Tax Box Report.......................................................................................................................................23
Run the Tax Box Report...................................................................................................................24
Stock Movement Report.........................................................................................................................24
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Contents
Selection Fields................................................................................................................................24
Stock Movement Report - Filter Fields..............................................................................................26
Site..........................................................................................................................................26
Warehouse...............................................................................................................................26
Part Class.................................................................................................................................27
Product Group.........................................................................................................................27
Part..........................................................................................................................................28
Run the Stock Movement Report.....................................................................................................29
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Malaysia CSF Guide
Malaysia CSF Guide

Use the Malaysia Country Specific Functionality (CSF) Guide to set up localization reports that comply with
basic regulations. The Malaysia modifications ensure that all raw materials and finished goods are lot-tracked.
The customizations to Epicor ERP 10 affect three areas:
Company Configuration
The Malaysia CSF modifies the standard Company Configuration form to allow for entry of the LMW license
number, CJ5 File Number, and CJ5 License number.
Part Maintenance
The Malaysia CSF modifies the standard Part Maintenance form to allow for marking a part as LMW, CJ5, or
both.
Lot Maintenance
The Malaysia CSF modifies the standard Lot Number Maintenance form to allow for entry of Commissioner of
Oaths Number LMW information. It also modifies the standard Lot Number Maintenance form to allow for the
following CJ5 information entry:
Form Number
Approval Period To
Approval Period To
Vessel Name
The Malaysia CSF also contains the following additional reports:
CJ5 (Sales Tax Exemption)
The purpose of this report is to declare the goods being manufactured that are eligible for exemption. This is a
quarterly report.
All raw materials and all finished goods must be lot-tracked for the CJ5 (Sales Tax Exemption) report to work.
Exemption from the Sales Tax under clause 99, Table B Sales Tax Order (Exemption) 1980. This is a facility
provided for the benefit of local factory operators that manufacture goods for export exempted from the
Sales Tax. The exemption also applies to control items under the Ration Control Act 1961, which is bound
under the price control to get taxed raw materials (including packaging material) excluding the sales tax.
In order to qualify for sales tax exemption, Malaysian companies are required to submit their application early,
as it takes approximately three to six months for processing. Companies normally plan ahead for parts purchase
and send in the CJ5 application for approval. Once approved, purchases of parts are exempted from tax. If
purchase of parts exceeds the quantities approved, the remaining parts are subject to taxes.
LMW Reports
The purpose of the LMW reports is to track the finished good activity of Licensed Manufacturing Warehouses
(LMW). These warehouses are authorized to receive Custom Duty and Sales Tax exemptions, based on
export-oriented manufacturing industries.
All raw materials and all finished goods must be lot-tracked for the LMW reports to work.
The Malaysian Director General of Customs introduced Section 65 and 65A of the Custom Act in 1967; these
are aimed at boosting and facilitating export-oriented manufacturing industries. Local and foreign manufacturers
granted with Licensed Manufacturing Warehouse (LMW) status are entitled to receive Custom Duty and Sales
Tax exemptions.
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Malaysia CSF Guide
International Procurement Centers (IPC) are companies established in the country (owned by locals or foreigners)
who run businesses in Malaysia to procure and sell raw materials, components and finished goods to related
and unrelated companies in Malaysia and foreign countries. The procuring and selling of goods include those
goods from local and third world country.
To encourage the establishment of IPC as well as to make Malaysia a center of marketing and distribution,
the Malaysian government has allowed the establishment of IPC at Licensed Manufacturing Warehouses
(LMW) and Free Industrial Zones (FIZ). Goods that are not used for manufacturing will be brought in to LMW
and FIZ for the purpose of repackaging, integration and consolidation before being distributed to users. This
and other manufacturing activities allow companies in the LMW and FIZ to operate procurement activities in
their premises after obtaining approval from MITI under the IPC Incentive Scheme.
LMW Finished Goods Report (License Manufacturing Report for finished goods)
This report shows the activity for LMWs that shipped finished goods. You can print the report in the SSRS form.
LMW Raw Material Report (License Manufacturing Report for raw materials)
This report shows the activity for LMWs that shipped raw materials. You can print the report in the SSRS form.
The procedures that follow only reflect changes specific to Malaysia. Refer to Application and Field help for
additional program information.
Setup
Use the Setup topics to create the CJ5 (Sales Tax Exemption) and LMW reports to use in Malaysia.
Use the following programs to setup localizations for Malaysia:
Part Maintenance
Lot Number Maintenance
Tax Box Maintenance
Tax Type Maintenance
Tax Liability Maintenance
Product Tax Category Maintenance
The procedures that follow only reflect changes specific to Malaysia. Refer to the program topics in the Application
Help for additional information.
Set Up CSF Default Settings on Country License Change

The appropriate country code (CSF license) must be selected in Company Properties in Epicor ERP Administration
Console.
1. Run Epicor ERP.
2. Navigate to Company Configuration.
Menu Path: System Setup > Company/Site Maintenance > Company Configuration
3. Navigate to the Modules > All Modules > Localization > Detail sheet and verify that the Localization
field displays Malaysia.
Other parameters in Company Configuration are automatically updated with default values for the selected
country.
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Malaysia CSF Guide
4. Exit Company Configuration.

5. In the confirmation message that asks you to save the changes, click Yes.
The default values for country-specific parameters are saved.
Use Company Configuration to set up LMW license number, CJ5 file number, CJ5 license number information,
and to enable the Tax Box Report for a company.
Enter License and File Numbers

To enter LMW license number, CJ5 file number, and CJ5 license number information for a company:
2. Navigate to the Modules > All Modules > Localization > Detail sheet.
3. In the Localization field, make sure that Malaysia is selected.
4. Click Save.
5. Navigate to the Modules > All Modules > Localization > Malaysia sheet.
Tip If you cannot locate the Malaysia sheet, complete the following steps.
1.
Close Company Configuration.
2.
From the Options menu, select Developer Mode.
3.
Navigate to System Management > Company Maintenance >

Company.
4.
Specify the CompanyEntryForm localization.
6. Enter the applicable information in the LMW License Number field, the CJ5 File Number field, and the
CJ5 License Number field.
7. Click Save.
The record with the applicable CJ5 and LMW information for the company is saved.
Enable Tax Box Report

2. Navigate to the Modules > All Modules > Localization > Detail sheet.
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Malaysia CSF Guide
3. In the Tax Box Option section, select the Use Tax Boxes check box.
4. Click Save.
Part Maintenance
Use Part Maintenance to designate lot-tracked parts for CJ5 processing, LMW processing or both in Epicor ERP.
Flag Parts for CJ5 and LMW Processing

Parts designated for CJ5 and LMW processing must first be flagged as lot-tracked by selecting the Track Lots
check box on the Part Maintenance > Parts > Detail sheet.
To designate lot-tracking parts for CJ5 and LMW processing in Epicor ERP, complete the following steps.
1. Navigate to Materials Management > Inventory Management > Setup > Part.
2. Navigate to the Part > Malaysia sheet.
Tip If you cannot locate the Malaysia sheet, complete the following steps.
1.
Close Part Maintenance.
2.
3.
Navigate to Materials Management > Inventory Management > Setup >

Part.
4.
Specify the PartForm localization.
3. Select the LMW Processing check box to designate the part for LMW processing.
To use this check box, the part must be marked as lot-tracked.
4. Select the CJ5 Processing check box to designate the part for CJ5 processing.
To use this check box, the part must be marked as lot-tracked.
5. Click Save.
The part is now visible to logic that reports LMW and CJ5 parts.
Lot Number Maintenance

Use Lot Number Maintenance to specify CJ5 information, LMW information, or both for a specific lot.
Enter CJ5 Information for a Lot

To enter required information for CJ5 processing for a lot, complete the following steps.
1. Navigate to Materials Management > Inventory Management > Setup > Lot Number Entry.
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2. In the Part field, enter the part number for which you want to assign CJ5 information. The specified part
must first be designated as lot-tracked and marked for CJ5 Processing in Part Maintenance.
3. In the Lot Number field, enter the lot number.
4. Open the Malaysia sheet.
If you cannot locate the Malaysia sheet, complete the following steps.
1.
Close Lot Number Entry.
2.
3.
Navigate to Materials Management > Inventory Management > Setup > Lot Number Entry.
4.
Specify the LotNumberForm localization.
5. In the Form Number field, specify the number of the accompanying CJ5 form.
6. In the Approval Period From and Approval Period To fields, enter the range of dates for which this part
has been approved for CJ5 exemption.
7. In the Vessel Name field, specify the name of the accompanying vessel.
8. Click Save.
The part activity, in terms of lot movement, is now visible to logic that reports CJ5 parts.
Enter LMW Information for a Lot

To enter required information for LMW processing for a lot, complete the following steps.
1. Navigate to Materials Management > Inventory Management > Setup > Lot Number Entry.
2. In the Part field, enter the part number for which you want to assign LMW information. The specified part
must first be designated as lot-tracked and marked for LMW Processing in Part Maintenance.
3. In the Lot Number field, enter the lot number.
4. Open the Malaysia sheet.
If you cannot locate the Malaysia sheet, complete the following steps.
1.
Close Lot Number Entry.
2.
3.
Navigate to Materials Management > Inventory Management > Setup > Lot Number Entry.
4.
Specify the LotNumberForm localization.
5. In the Commissioner of Oath's Number field, specify the Commissioner of Oath identifier number.
6. Click Save.
The part activity, in terms of lot movement, is now visible to logic that reports LMW parts.
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Malaysia CSF Guide
Setup - GST Processing

Malaysia CSF loads localized report formats and files that modify invoice or credit notes and payment processing.
This ensures compliance with the regulations of Malaysian Tax Office effective from April 1, 2015.
When you activate Malaysia CSF, Epicor ERP stores the necessary setup files related to GST processing on your
server.
To ensure GST/BAS compliance, Malaysia CSF performs the following modifications to invoice and credit note
processing in Epicor ERP.
Changes the title of Invoice to Tax Invoice on all related printed forms and on the Tax Box Detail Report.
Includes the ABN (Tax ID) of the seller on the invoice or credit note. This appears near the name and address
of the seller on all related printed forms.
Includes the total tax amount for the invoice or credit note.
To comply with Malaysian requirements, companies are required to file a BAS statement to the Malaysian Tax
Office. This statement can be completed by using the GST Calculation Worksheet form. To ensure GST/BAS
compliance, Malaysia CSF adds an additional column to the Tax Box Report that sums the taxable and tax amounts.
This is the report you use for completing the GST Calculation Worksheet form.
Use the following programs to set up the Malaysia GST Processing:
Tax Box Maintenance
Tax Box Maintenance

Use Tax Box Maintenance to define tax boxes used to report taxes to authorities. Tax boxes can be used with
Malaysian BAS statements.
Menu Path: Financial Management > Accounts Payable > Setup > Tax Box
Menu Path: Financial Management > Accounts Receivable > Setup > Tax Box
Create Tax Box Records

To define tax boxes printed on Malaysian BAS statements, complete the following steps.
1. Navigate to Tax Box Maintenance.
Menu Path: Financial Management > Accounts Receivable > Setup > Tax Box
2. Click New to create tax box records and enter the detailed information contained in the following tables
for each Tax Box record.
Company Tax Box
10
Description
Comment XML Source

Tag Model
Amount Type Box

Sign
Line
G1
Total Sales
AR
Taxable
G2
Export Sales
AR
Taxable
G3
GSTFREE
AR
Taxable
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Company Tax Box
Description
Malaysia CSF Guide
Comment XML Source

Tag Model
Amount Type Box

Sign
Line
G4
Input taxed sales
AR
Taxable
G5
G2+G3+G4
AR
Taxable
G6
Total taxable sales
AR
Taxable
G7
Adjustments
AR
Taxable
G10
Capital Purchases
AP
Taxable
G11
Non-Capital Purchases
AP
Taxable
G12
G10+G11
AP
Taxable
G13
Purchase for input tax
AP
Taxable
G14
GSTFREE purchases
AP
Taxable
G16
G13+G14+G15
AP
Taxable
G17
Total taxable purchases
AP
Taxable
G18
Adjustments
AP
Taxable
G19
Credit purchase After

Adjustments
AP
Taxable
G20
GST Credit
AP
Taxable
W1
Total Salary, Wages and

Other Payments
AP
Taxable
W2
Amounts withheld from

payment shown at W1
AP
Taxable
W3
Other amounts withheld

(exclude W2&W4)
AP
Taxable
W4
Amounts withheld where

no ABN is quoted
AP
Taxable
3. Click Save after creating each entry.

Use Tax Type Maintenance to specify different tax types and tax rate codes which the enterprise needs to
support in sales and purchase processes.
Each tax type is set up with different attributes such as calculation algorithm, collection method, time of recognition,
tax rates, accounting information, and others. The tax type can have multiple rates, but one of them is defined
as the default rate. This rate is used unless any other rate is specified elsewhere.
The procedure that follows only reflects changes specific to Malaysia. Refer to the Application Help for detailed
information about the use of the remainder of the fields in the standard Tax Type Maintenance program.
Menu Path: Financial Management > Accounts Payable > Setup > Tax Type
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Malaysia CSF Guide
Create New Tax Type Codes

For Malaysian tax configuration, there is a one-to-one relationship between tax liability and tax type.
To define tax type codes, complete the following steps.
1. Navigate to Tax Type Maintenance.
Menu Path: Financial Management > Accounts Payable > Setup > Tax Type
2. From the New menu, select New Tax Type Code and enter, for each tax type record, the detailed
information contained in the following table into the Detail sheet.
ABN (Tax Description Collection
ID)
Method
Tax
Timing
Payment
Discount
Treatment
Manual
Round
Tax
Down
Calculation Tax
Advanced
Billing
MY_GST
Invoicing
Invoice
Does Not Affect

Tax
EXPT
Invoicing
Invoice
Does Not Affect

Tax
WHD
Withholding
Invoice
Does Not Affect

Tax
Malaysian
GST
Exclusive
Note If a tax type that you enter is applied during milestone invoice generation, the Advanced
Billing check box must be selected. This functionality enables the application to add a GST line upon
milestone invoice generation automatically.
3. Click Save.
Enter Rates and Effective Rates

To enter tax and effective tax rates for previously entered tax type codes, complete the following steps.
1. From the New menu, select New Rate to access the Rates > Detail sheet.
2. Select a tax type code from the tree view, and from the New menu, select New Rate for each tax type
code record, entering the detailed information contained in the Rate Details columns in the following table.
Tax Rate
ID Details
12
Effective
Rate
Details
Tax Rate
ID Code
Description Default Effective Rate

From
Type
% Fixed AP
Currency Min Max Cent Compare
Value Deduct
Tax Tax Code at
Amt Amt
GST GST
Capital
10%
FALSE 1/04/2015 0
10 0
(Percent)
100
Base
Line
Level
GEX
GST Ex
10%
TRUE
100
Base
Line
Level
1/04/2015 0
10 0
(Percent)
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Tax Rate
ID Details
Effective
Rate
Details
FREE
GST Free
FALSE 1/04/2015 0
0
(Percent)
100
Base
Line
Level
INPUT
GST Input
Taxed
FALSE 1/04/2015 0
0
(Percent)
100
Base
Line
Level
1/04/2015 0
0
(Percent)
100
Base
Line
Level
CAPEXPT Capital
FALSE 1/04/2015 0
0
Zero Rated
(Percent)
100
Base
Line
Level
1/04/2015 0
465 0
(Percent)
100
Base
Invoice
Level
EXPT EXPT
WHD WHD
Non
TRUE
Capital
Zero Rated
Withholding TRUE
3. Select a tax type code from the tree view, and from the New menu, select New Effective Rate for each
tax type code record, entering the detailed information contained in the Effective Rate Details columns the
table.
Define Tax Boxes

To define tax boxes for previously entered tax type codes, complete the following steps.
1. Select and attach the tax box for each rate as shown in the table below. You can attach more than one Tax
Box to a rate. This ensures that Malaysian tax reporting is correct.
Tax ID Rate
Code
Tax Box Source

Module
Amount
Type
Line
Box Box Code

Sign Description
GST
G10
AP
Taxable
Primary/Standard
Capital purchases
G12
AP
Taxable
Primary/Standard
G10+G11
G17
AP
Taxable
Primary/Standard
Total taxable
purchase
G10
APDM
Taxable
Primary/Standard
Capital purchases
G12
APDM
Taxable
Primary/Standard
G10+G11
G17
APDM
Taxable
Primary/Standard
Total taxable
purchase
G11
AP
Taxable
Primary/Standard
Non-capital
purchases
G12
AP
Taxable
Primary/Standard
G10+G11
G17
AP
Taxable
Primary/Standard
Total taxable
purchase
G1
AR
Taxable
Primary/Standard
Total sales
GST
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CAP
GEX
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Malaysia CSF Guide
Tax ID Rate
Code
Tax Box Source

Module
Amount
Type
Line
Box Box Code

Sign Description
G6
AR
Taxable
Primary/Standard
Total taxable sales
G11
APDM
Taxable
Primary/Standard
Non-capital
purchases
G12
APDM
Taxable
Primary/Standard
G10+G11
G17
APDM
Taxable
Primary/Standard
Total taxable
purchase
G1
ARCM
Taxable
Primary/Standard
Total sales
G6
ARCM
Taxable
Primary/Standard
Total taxable sales
G11
AP
Taxable
Primary/Standard
Non-capital
purchases
G12
AP
Taxable
Primary/Standard
G10+G11
G14
AP
Taxable
Primary/Standard
GSTFREE purchases
G16
AP
Taxable
Primary/Standard
G13+G14+G15
G1
AR
Taxable
Primary/Standard
Total sales
INPUT G11
AP
Taxable
Primary/Standard
Non-capital
purchases
G12
AP
Taxable
Primary/Standard
G10+G11
G13
AP
Taxable
Primary/Standard
GSTFREE purchases
G16
AP
Taxable
Primary/Standard
G13+G14+G15
G1
AR
Taxable
Primary/Standard
Total sales
G4
AR
Taxable
Primary/Standard
Input taxed sales
G5
AR
Taxable
Primary/Standard
G2+G3+G4
G11
APDM
Taxable
Primary/Standard
Non-capital
purchases
G12
APDM
Taxable
Primary/Standard
G10+G11
G13
APDM
Taxable
Primary/Standard
Purchase for input

tax
G16
APDM
Taxable
Primary/Standard
G13+G14+G15
G1
ARCM
Taxable
Primary/Standard
Total sales
G4
ARCM
Taxable
Primary/Standard
Input taxed sales
G5
ARCM
Taxable
Primary/Standard
G2+G3+G4
EXEMPT EXEMPT G1
AR
Taxable
Primary/Standard
Total sales
G2
AR
Taxable
Primary/Standard
Export sales
G5
AR
Taxable
Primary/Standard
G2+G3+G4
G1
ARCM
Taxable
Primary/Standard
Total sales
G2
ARCM
Taxable
Primary/Standard
Export sales
G5
ARCM
Taxable
Primary/Standard
G2+G3+G4
GST
GST
14
FREE
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Define GL Controls
To define GL controls for previously entered tax type codes, complete the following steps.
1. Select each type rate code from the tree view and from the New menu, select New GL Control, and enter
the GL controls in the following table.
Tax ID
Rate Code
GL Control Type
GL Control Code
GST
CAP
Tax
Default
GST
GEX
Tax
Default
GST
FREE
Tax
Default
GST
INPUT
Tax
Default
2. Confirm that General Ledger accounts are defined for the GL controls.
For more information, review the GL Control Maintenance topic in the Application Help.
4. Exit Tax Type Maintenance.

Use Tax Liability Maintenance to enter tax liability records. The tax liability represents the taxes that the company
needs to handle when trading with customers and suppliers. This can be taxes liable due to both the company's
own tax status or the customer/suppliers tax status.
For each tax liability, a list of tax types can be assigned with rules, on which level to calculate the tax (line or
total), and any exemption that might exist for the tax. The default tax liability code is attached to the customer
and supplier, this can be either for the bill-to or ship-to address depending on what location will control the
liability. The final taxes and rates to be used in a transaction are determined by the combination of the tax liability
and the product tax category, which represent what have been sold or purchased.
For Malaysian tax configuration, the tax liability determines the tax regime of supplier or customer.
Menu Path: Financial Management > Accounts Payable > Setup > Tax Liability
Financial Management > Accounts Receivable > Setup > Tax Liability
The procedure that follows only reflects changes specific to Malaysia. Review the Application Help for detailed
information about the use of the remainder of the fields in the standard Tax Liability Maintenance program.
Create Tax Liability Records

To define tax liability information, complete the following steps.
1. Navigate to Tax Liability Maintenance.
Menu Path: Financial Management > Accounts Payable > Setup > Tax Liability
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Malaysia CSF Guide
2. From the New menu, select New Liability, and enter the detailed information contained in the following
table in the Detail sheet for each tax liability record.
Detail
Taxes
Tax
Description Inside EU
Use Use Tax
Non-Taxable Tax
Liability
EU Third in
in
Inclusive Deposit
Type
Part AP AR Pricing
Trade
Tax
Exemption Exemption
method
%
GST
GST
Malaysian
GST
Line
Level
No
exempt
EXPT
Exports &
imports
zero rated
EXPT
Line
Level
No
exempt
WHD
Withholding N
tax
WHD
Doc
Level
No
exempt
3. Add a tax into the Taxes - Detail sheet for each liability record you create.
5. Exit Tax Liability Maintenance.

Use Product Tax Category Maintenance to classify different products/services on the basis of taxes. In case a
group of products uses some specific rate (not the default rate selected for the tax type), this rate can be assigned
to the product tax category.
Menu Path: Material Management > Purchase Management > Setup > Product Tax Category
The procedure that follows only reflects changes specific to Malaysia. Refer to the Application Help for detailed
information about the use of the remainder of the fields in the standard Product Tax Category Maintenance
program.
Define Product Tax Category Codes

To define product tax category information, complete the following steps.
1. Navigate to Product Tax Category Maintenance.
Menu Path: Material Management > Purchase Management > Setup > Product Tax Category
2. From the New menu, select New Tax Category and enter the detailed information contained in the
following table for each product tax category record.
16
Category ID
Description
Tax Type
Rate Code
GEX
GST exclusive
GST
GEX
CAPGST
Capital purchase (GST)
GST
CAPGST
FREE
GST free
GST
FREE
CAPEXPT
Capital purchase (zero rated)
EXPT
CAPEXPT
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Category ID
Description
Tax Type
Rate Code
INPUT
Input taxed
GST
INPUT
NonCapExpt
Non-capital purchase (0%)
EXPT
NonCapExpt
3. From the New menu, select New Tax Rate and enter, for each category, the corresponding tax rates in
the table above into the Tax Rate > Detail sheet.
5. Exit Product Tax Category Maintenance.
General Operations
Use the General Operations topics for additional information specific to the Malaysia localization.
Note Refer to the Setup topics to configure the Malaysia CSF before completing the tasks in the General
Operations topics.
Once you have completed the Setup procedures, you are now able to complete tasks in the following programs:
AR Invoice Entry
AR Invoice Tracker
AR Posted Invoice Update
The procedures that follow only reflect changes specific to Malaysia. Refer to Application Help for non-country
specific information.
AR Invoice Entry
Use AR Invoice Entry to create an invoice or credit memo to bill a customer and to print AR invoices, tax invoices,
and credit memos.
Epicor ERP prints tax invoices in Malaysia-specific format, stating the serial number, date of issue, GST identification
of the supplier and other required information. Credit memos are printed in Malaysia-specific format as credit
notes stating the reason of issue, serial number, date of issue and other required information.
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Enter an AR Invoice or Credit Memo

1. Navigate to AR Invoice Entry.
Menu Path: Financial Management > Accounts Receivable > General Operations > Invoice Entry
2. Click the Group button to search for and select a group.
3. From the New menu, select New Miscellaneous Invoice or New Credit Memo.
4. On the Header > Detail sheet, enter invoice details or credit memo details.
5. Click the Sold to Customer button and select a customer.
6. If you are entering a credit memo, navigate to the Header > Malaysia sheet.
7. In the CM Reason field, enter a credit memo reason.
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8. From the New menu, select New Line.

9. Enter invoice line or credit memo line details.
10. Click Save.
Print a Credit Memo

1. In AR Invoice Entry, select a credit memo that you want to print.
2. From the Actions menu, select Invoice - Print Invoice.
The Print Invoice window displays.
3. In the Report Style field, select the Standard MY - SSRS report style.
4. To save these values as the defaults, click the Actions menu and select Save Defaults.
5. If you wish to print several reports on a recurring schedule, click the Save Process Set button to add these
items as tasks to a process set.
Within the process set, you can define the order in which these tasks run and then schedule when the
process set activates. For more information on process sets, read the Save to Process Set topic.
6. If you wish to run the report for later printing, click the Generate Only button. You can then print this
report using the System Monitor.
7. Click the Print Preview button to preview the report on your screen before printing.
8. To print the report, click the Print button.
Print a Tax Invoice

1. In AR Invoice Entry or AR Invoice Tracker, select an invoice that you want to print.
2. From the Actions menu, select Invoice - Print Invoice.
The Print Invoice window displays.
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AR Invoice Tracker
Use AR Invoice Tracker to view Malaysia-specific information on AR invoices and credit memos.
Navigate to the Header > Malaysia sheet to view the CM reason for credit memos.
Menu Path: Financial Management > Accounts Receivable > General Operations > Invoice Tracker
AR Posted Invoice Update

Use the Posted Invoice Update program to update posted AR invoices and credit memos with Malaysia-specific
information.
Update Posted AR Invoices or Credit Memos

1. Navigate to Posted Invoice Update.
Menu Path: Financial Management > Accounts Receivable > General Operations > Posted Invoice Update
2. Click the Invoice button to search for and select an invoice or credit memo.
3. Navigate to the Header > Thailand sheet.
4. If you selected a credit memo, in the CM Reason field, change the current field value.
5. Click Save.
6. From the Actions menu, select the Print command to print the invoice.
Reports
Use the Reports topic for instructions on accessing and processing reports specific to Malaysia.
Note Refer to the Setup topics to configure the Malaysia CSF features before completing the procedures
in the Reports topics.
You can access the following localization reports from Epicor ERP:
CJ5 (Sales Tax Exemption) Report
LMW Finished Goods Report
LMW Raw Material Movement Report
Tax Box Report
Stock Movement Report
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CJ5 (Sales Tax Exemption) Report

Use CJ5 (Sales Tax Exemption) report to list the goods being manufactured that are eligible for exemption. This
is a quarterly report.
This report contains Detail and Summary sections. In the Summary section of the report, under the Summary
for Domestic Market/Overseas Market title, quantities related to Domestic and Overseas markets are reported
separately in two different columns.
When running the report, enter a date range. You can create reports for all parts, and you can filter and select
parts for the reports.
Run the CJ5 (Sales Tax Exemption) Report

Only the parts designated as purchased and marked for CJ5 processing in Part Maintenance can be selected for
this report. When a part is received, the lot number assigned to the part upon receipt remains the same during
all part relocations.
To create the CJ5 (Sales Tax Exemption) Report, complete the following steps.
1. Navigate to CJ5 Report.
Menu Path: Material Management > Shipping / Receiving > Reports > CJ5 (Sales Tax Exemption) Report
2. Select the appropriate options and filters for the report.
4. If you want to save the entered values as the defaults, from the Actions menu, select Save Defaults.
5. If you want to run the report and print it, click the Generate Only button. You can then print this report
using the System Monitor.
7. Click the Print button to print the report.
LMW Finished Goods Report

Use the LMW - Finished Goods Report to list and track the Licensed Manufacturing Warehouses (LMW) finished
goods activity. Licensed Manufacturing Warehouses are authorized to enjoy benefit of Custom Duty and Sales
Tax exemptions based on export-oriented manufacturing industries.
For this report, enter a date range. You can create reports for all parts, and you can filter and select parts for the
reports.
Run the LMW Finished Goods Report

Only the parts designated as purchased and marked for LMW processing in Part Maintenance can be selected
for this report. When the part is received, the lot number assigned to the part upon receipt remains the same
during all part relocations.
To create the LMW Finished Goods Report, complete the following steps.
1. Navigate to LMW Finished Goods Report.
Menu Path: Material Management > Shipping / Receiving > Reports > LMW Finished Goods Report
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LMW Raw Material Movement Report

Use the LMW Raw Material Movement Report to list and track the Licensed Manufacturing Warehouses
(LMW) raw materials movement. Licensed manufacturing warehouses are authorized to enjoy the benefit of
Custom Duty and Sales Tax exemptions, based on export-oriented manufacturing industries.
You can create the report for all parts, and you can filter and select parts for the reports.
Run the LMW Raw Material Movement Report

Only the parts designated as purchased and marked for LMW processing in Part Maintenance can be selected
for this report. When a part is received, the lot number assigned to the part upon receipt remains the same during
all part relocations. The lot number remains the same as well for manufactured parts marked as LMW parts. For
this report, enter a date range.
To create the LMW Raw Material Movement Report, complete the following steps.
1. Navigate to LMW Raw Material Movement Report.
Menu Path: Material Management > Shipping / Receiving > Reports > LMW Raw Material Movement Report
Tax Box Report

Use Tax Box Report to generate a report for sales up to the end of the month based on the selected dates.
The report is used to fill in the data in the GST 03 Goods and Services Tax Return form issued by the Malaysian
government.
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Run the Tax Box Report

1. Navigate to Tax Report.
Menu Path: Financial Management > Accounts Receivable > Reports > VAT Tax
2. On the Detail sheet, select the appropriate report options.
3. On the Filter sheet, select the appropriate report filters.
4. From the Actions menu, select Print Tax Box Report.
5. On the Selection sheet, select report options and filters.
6. In the Report Style field, select Standard MY - SSRS.
7. From the File menu, select Print Preview to preview the report on your screen before printing.
8. On the toolbar, click the Print button to print the report.
Stock Movement Report

Use Stock Movement Report to view movements in and out per warehouse summarized for a given period.
You can create the following two types of stock reports:
Summary stock movement report
Detail stock movement report
Menu Path:Material Management > Inventory Management > Reports > Period Stock Movements MY
Selection Fields
Thailand Stock Card
Fields for the current sheet are listed on this topic.
Some fields on the interface have a context menu, which is indicated by a triangle in the upper right corner of
the field. To open the context menu, right-click on the field.
Archive Period
Select the period for which you would like to keep the report in the System Monitor for possible reprinting.
The default is 0 Days, meaning that the report is deleted from the System Monitor shortly after it has been
printed.
Cost Option
Specifies the cost option to be used in the report. Options include:
Transaction - the cost of the transactions will be used for the report.
Current - the current cost will be used for the report.
Weighted Average - all transaction costs will be printed as weighted average.
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From Date
Specifies the start date of the report. The default value is the start date of the current week.
Grouping Method
Specifies the grouping method used for the report. Options include:
By Class
By Site
By Warehouse
Include Parts without Transactions

Select this check box if you want the report to show parts that do not have any transactions within the selected
date range.
Part Classes
Specifies if any part classes are selected on the Filter > Part Class sheet.
Parts
Specifies if any parts are selected on the Filter > Part sheet.
Print Details
Select this check box to print the summary stock report.
Print Part Description

Select this check box to print part description on the report in the Item column for a summary report.
Product Group
Specifies if any product groups are selected on the Filter > Product Group sheet.
Recurring
Select the Recurring check box to indicate that the report should be run on a repeating basis. This check box is
available only if a schedule other than Now is selected.
Report Style
Specifies the report style with one option available: Standard TH - SSRS.
Schedule
From this list, select the schedule option during which you would like the report or process to run. Options include
Now, Startup Task Schedule, and any other user-defined schedules created for your company.
To learn more about creating schedules, review the System Agent Maintenance > Schedules Details topic.
To Date
Specifies the end date of the report. The default value is the end date of the current week.
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User Description
Brief explanation that describes a specific run of a report. This user-defined field is shown in the System Monitor.
This field is useful if you need to distinguish between scheduled runs of the same program. For example, John's
Monday Production Report.
Warehouses
Specifies if any warehouses are selected on the Filter > Warehouse sheet.
Stock Movement Report - Filter Fields

Fields for the current sheet are listed on this topic.
Some fields on the interface have a context menu, which is indicated by a triangle in the upper right corner of
the field. To open the context menu, right-click on the field.
Site
Site
Name
Specifies the site name.
Site
Specifies a unique identifier of the site.
Site...
Click this button to search for existing records. This search program retrieves the record type displayed on the
button label.
Warehouse
Warehouse
Company
Specifies the company ID.
Description
Specifies the warehouse description.
Site
Specifies the site with which the warehouse is associated.
Warehouse
Specifies a unique warehouse ID.
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Warehouse...
button label.
Part Class
Part Class
Class
Specifies a unique ID of this part class.
Negative Qty Action

Specifies what action must be taken when a transaction for a part in this class results in a negative on-hand
balance.
Description
Specifies a full description of the part class.
GlobalLock
When selected, this check box disables this record from receiving global updates.
GlobalPartClass
When selected, this check box marks this part class as global and available to be sent out to other companies.
Part Class...
button label.
Product Group
Product Group
Company
Specifies the company ID.
Description
Specifies the full description of the product group.
Group
Specifies a descriptive code assigned to uniquely identify a product group master.
Product Group...
button label.
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SiteName
Specifies the site name.
Part
Part
Batch
When selected, this check box specifies that entry of a batch is required for lots of this part. This check box is
applied only for lot-tracked parts.
Best Before Date

When selected, this check box indicates that entry of a best before date is required for lots of this part. This check
box is applied only for lot-tracked parts.
Class
Specifies the inventory class to which the part belongs.
Description
Specifies the part description.
Expire Date
When selected, this check box indicates that entry of an expire date is required for lots of this part. This check
Firmware
When selected, this check box indicates that entry of firmware is required for lots of this part. This check box is
Heat Number
When selected, this check box indicates that entry of a heat number is required for lots of this part. This check
LotCureDt
When selected, this check box indicates that entry of a cure date is required for lots of this part. This check box
is applied only for lot-tracked parts.
Mfg Batch
When selected, this check box indicates if entry of an Mfg batch is required for lots of this part. This check box
is applied only for lot-tracked parts.
Mfg Lot
When selected, this check box indicates that entry of a Mfg lot is required for lots of this part. This check box is
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Original Mfg Date

When selected, this check box indicates that entry of an original manufacture date is required for lots of this
part. This check box is applied only for lot-tracked parts.
Part
Specifies a unique part number ID.
Part...
button label.
Qty Bearing
Specifies the quantity bearing part. This check box is selected by default. You can clear it only if the Non-Stock
option is Yes.
UOM
Specifies the primary inventory unit of measure. The unit costs are based on this UOM. It is used as the default
to issue transactions for the part.
UOM
Specifies the purchasing unit of measure for the part. This UOM is used in Purchase Order Entry as the default
on line item details.
Run the Stock Movement Report

1. Select the appropriate report options and filters you wish to use for the report.
Review the Fields topic for field details on this report.
2. Define report parameters, such as Report Style and Schedule, you would like to use for this report.
Review the Fields topic for report parameter details.
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Additional information is available at the Education and

Documentation areas of the EPICweb Customer Portal. To access
this site, you need a Site ID and an EPICweb account. To create an
account, go to http://support.epicor.com.

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Malaysia CSF Guide

Malaysia CSF Guide

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Malaysia CSF Guide

Malaysia Country Specific Functionality Guide

Set Up CSF Default Settings on Country License Change

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Malaysia CSF Guide

4. Exit Company Configuration.

Enter License and File Numbers

Close Company Configuration.

From the Options menu, select Developer Mode.

Navigate to System Management > Company Maintenance >

Specify the CompanyEntryForm localization.

Enable Tax Box Report

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Flag Parts for CJ5 and LMW Processing

Close Part Maintenance.

From the Options menu, select Developer Mode.

Navigate to Materials Management > Inventory Management > Setup >

Specify the PartForm localization.

Lot Number Maintenance

Enter CJ5 Information for a Lot

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Close Lot Number Entry.

From the Options menu, select Developer Mode.

Specify the LotNumberForm localization.

Enter LMW Information for a Lot

Close Lot Number Entry.

From the Options menu, select Developer Mode.

Specify the LotNumberForm localization.

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Malaysia Country Specific Functionality Guide

Setup - GST Processing

Tax Box Maintenance

Create Tax Box Records

Comment XML Source

Amount Type Box

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Company Tax Box

Malaysia CSF Guide

Comment XML Source

Amount Type Box

Input taxed sales

Total taxable sales

Purchase for input tax

Total taxable purchases

Credit purchase After

Total Salary, Wages and

Amounts withheld from