Customer Mapping

The EI Customers screen allows you to set up the Peppol ID, tax information and classification code (optional) for every customer for which you are sending invoices.

To setup a Customer in E/I Customers:

  1. Go to eInvoicing for Malaysia > E/I Setup > Customer Mapping.
  2. You can first limit the number of Customers displayed in the grid by entering or selecting customer numbers in the From/To fields at the top of the screen, and then clicking the Go button.
  3. Select the row of the customer for whom you want to enter the Customer Peppol ID:
    • Verify the Customer has a Business Registration Number (BRN). If the customer does not have a BRN, double click on the BRN field for the customer and it will drill down to the A/R Customers screen where you can enter the BRN and save it.
    • While in the AR Customers screen, verify that the customer’s data in the Address tab is complete.
      • Ensure the Address, City, State, Country, Zip/Postal Code and Telephone are filled in.
      • To avoid rejection from LHDN when sending documents, ensure the customer address has the State spelled out.
      • Go to Contact tab and enter the Contact, Telephone and Email fields, if they are not already filled.
      • If a Ship-To Location is used, ensure all address fields for the Ship-To location are fully completed.
    • Enter the customer’s Peppol ID.
    • Enter the customer’s Tax Identification Number (TIN). TIN is required for the document to be sent successfully.
    • Enter the customer’s SST number. If the customer is not registered for SST, leave the field as NA.
    • Select the customer’s country from the Country drop down list. Country defaults to Malaysia.
    • Select a classification code from the Default Classification Code finder.
  4. Click Close to exit the form.
Note: The Peppol ID field is mandatory for eInvoicing submissions. You will have to obtain these IDs from your customers and manually update them here. The customer’s Peppol ID should be in the format XXXX: YYYYY…. format. “XXXX” represents SchemeID (ie 0230 for Malaysia) and YYYYY…. is the Endpoint ID.
Note: If you want to change the other fields like Customer Name or Business Reg. No., you can double click on that row, and it will bring up that specific customer in the A/R Customers screen.
Note:  This is the order for assigning classification codes when sending transactions:

1. Product Classification Code mapped to the item in Product Classification Code Mapping.

2. Default Classification Code mapped to the Customer in EI Customer Mapping.

3. Default Sales Classification Code specified in EI Options.