CASS Export

CASS Export

This guide will walk you through the process of automating the CASS (Cargo Accounts Settlement Systems) workflow in AWERY ERP.

1.0 Setup

Setup for CASS airlines is managed in AWB (Air Waybill) using Stock Company management settings.

1.1 Accessing AWB Stock Company Management

Navigate to AWB Stock Menu:
- Go to the AWB Stock menu item in your system's main interface.
Select the Stock Company:
- Locate and select the stock company that you want to edit.
- Press the Open button to access the editing pop-up.

1.2. Enabling Auto CASS Application

Edit AWB Stock Company Settings:
- In the editing pop-up, locate the Auto CASS checkbox.
Activate Auto CASS:
- Tick the Auto CASS checkbox and select Update to enable.

Note: Once enabled, the CASS tick will automatically be applied from the date of enabling for this stock company in an AWB as seen below. It is also possible to manually untick the CASS setting in AWB (if required) after enabling this setting.

1.3 User Setup

Add CASS “C” (CASS Shipment/Imported to CASS) column in Shipment Database > Personal Table Settings to view CASS AWBs for all users working with AWB revenue and exporting CASS files

2.0 Managing Revenue for CASS Airlines by Airwaybill

2.1 Updating Revenue

Follow the AWB revenue update process (Link - how to update revenue) when an AWB is marked as “Need to CASS”. When an AWB is marked as invoice ready + need to cass, it will filter these AWB in the Shipment Database.

2.2 Excluding AWBs from CASS Export:

Untick “Need to CASS” in AWB and update. This will exclude AWBs in exports files.

2.3 Excluding Revenue Items from CASS Export:

After marking an AWB as "Need to CASS," you can manage individual revenue items from within AWB.
For any revenue line item that should not be included in the CASS export, activate the Non CASS tick. This will exclude the specific line from the CASS export. Mark invoice ready (if required) as part of the revenue confirmation process for quality checks.

3.0 Generating CASS Export file

3.1 Filtering AWB List by CASS Status

To filter your AWB list by those marked as "Need to CASS," use the extended search tool and select “CASS a.” (CASS applicable)
This will narrow down the list to only those AWBs that are ready for CASS processing for the required period.
AWBs with CASS tick will have a blue tick in Shipment Database search results under CASS “C” Column.

Useful Tip: Confirming Invoice ready in AWB revenue will allow to quickly filter AWBs where revenue is applied or not applied.

Generating CASS Export Report:
- Once the list is filtered, select all AWBs and proceed to select the CASS export report. The report is available in excel and text format.
- This report will include all applicable AWBs based on your filter criteria.

When file export is complete and validated, mark the AWBs in search criteria as CASS Exported. This will turn the tick in CASS “C” Column into a coin icon.

The results for CASS exported data can now be filtered using “CASS ex.” (CASS Exported) or “CASS un.” (CASS unexported) as below.

Shipment Database / Extended Filters Key:

CASS ex. = CASS Exported
CASS un. = CASS Unexported
CASS a. = CASS Applicable
CASS na. = CASS Not Applicable