CASS-USA Casslink Agent User Manual
Contents
1. 29 The settlement date cannot be prior to today s date The settlement date cannot be a future date that does not allow for the payment to clear and The settlement date cannot be a settlement date that is past the due date Once you have selected your settlement date click Continue On the next Initiation Confirmation screen you will be able to see the payment method and the Remittance Stub Invoice Initiate Agent Name Speedy Forwarding Billing Period 2014 12 Agent Code 1234562 Billing Dates 2014 06 16 2014 06 30 Branch Code 0022 Due Date 2014 07 30 Branch Location Miami FL Airline Number E Status Initiated Airline Name Invoice Detail was successfully updated GES E Original Air Waybills 6 14 018 65 Post Audit Ajustments 0 0 00 Airline Rebills 0 0 00 Original Amount Billed 6 14 018 65 Agent Adjustments 2 360 20 Adjusted Amount Due 13 658 45 Amount Paid 0 00 Balance Due 13 658 45 Payment initiated as ACH Debit Open Remittance Stub Open and print your Remittance Stub if applicable 30 CARGO BILLING INVOICE CARGO NETWORK SERVICE CORP AGENT CODE 123 4562 0022 BILLING PERIOD 1412 AGENT NAME Speedy Forwarding 16 06 14 TO 30 06 14 ORIG ANT DUE 14 018 65 ANT TO BE PD 13 658 45 DATE DUE 20 09 2014 STMT PMT REF 412 00004416 MAKE CHECK PAYABLE TO CNS CASS RETURN THIS PORTION WITH YOUR PAYMENT CNS IATA PO BOX 7247 6740 PHILADELPHIA PA 19170 6740 Note2. Environment is currently undergoing some changes and might at times be bit unstable ne D By CNS D D Once you have successfully entered the CASSLink website using your Username and password there are 4 possible menu options for the CASSLink User to choose These can be found on the left hand side of the CASSLink screen These Menu options are Documents Payments Reports Administration Input A is displayed beside the Menu option to indicate that there are more than one action or facility available 2 DOCUMENTS AND PAYMENTS The Documents and Payments menu contains one 1 sub menu Agent Summary by clicking on the name you will be able to view your account information sorting by Branch location by Airline or by Company AWBs CNS gt gt GASS USA An IATA Company User Admin_123462 CASS operation CNS e Operation messages Information News o Test environment Documents Payments CASSlink Release 3 5 0 6 D Agent Summary Release date 2014 08 08 C H Reports powere d a 0 In Administration by Hd rg ET Input Por D The Test Environment is currently undergoing some changes and might at times be bit unstable on New Environment We are sorry for any inconvenience J FRAUD WARNING Information update PLEASE UPDATE YOUR PASSWORDS REGULARLY The Test Environment is currently undergoing some changes and might at times be bit unstable Ne D
3. Ir Input Other User un ng some changes and might at times be bit unstable U New Environment ser We are sorry for any inconvenience Menu information o y FRAUD WARNING Information update 4 PLEASE UPDATE YOUR PASSWORDS REGULARLY The Test Environment is currently undergoing some changes and might at times be bit unstable New By CNS gt CASS USA CASS operation CNS e z Count Cargo nk mr o Other CNS CASS messages Sign out Home Help The CASSLink Home screen contains information on the following Which User is logged in Y Y Y yy Which CASSLink Country Operation is being accessed Any Operational Messages such as scheduled maintenance and system downtime User Information possibly more relevant to Airlines and the Customer Service Center Menu options associated with the User profile 1 7 CASSLink Menu CNS gt gt CASS USA An ATA Company User Admin_123462 CASS operation CNS e Operation messages Information News a Test environment a Documents Payments CASSlink Release 3 5 0 6 Reports Release date 2014 08 08 Are ou listed Administration SE d f by O y Input D The Test Environment is currently undergoing some changes and might at times be bit unstable New Environment We are sorry for any inconvenience 4 FRAUD WARNING Information update P d PLEASE UPDATE YOUR PASSWORDS REGULARLY The Test
4. Speedy Forwarding Billing Period 2014 12 Agent Code 1234562 Billing Dates 2014 06 16 2014 06 30 Branch Code 0022 Due Date 2014 07 30 Branch Location Miami FL Airline Number Status Authorized Airline Name Invoice Detail was successfully updated aa Original Air Waybills 6 14 018 65 Post Audit Ajustments 0 0 00 Airline Rebills 0 0 00 Original Amount Billed 6 14 018 65 Agent Adjustments 2 360 20 Adjusted Amount Due 13 658 45 Amount Paid 0 00 Balance Due 13 658 45 Payment initiated as ACH Debit Open Remittance Stub 32 gt Authorize Payment for Each Airline Individually If you have initiated payment for an individual Airline you will need to authorize the payment on the Airline level second level drill down On the Account Summary screen select Cargo Sales Statement By Airline as your next screen and then click the Billing Period with the Partial Status to modify On the Cargo Sales Statement By Airline screen locate the Initiated Airline and click the associated Airline Code On the Cargo Sales Statement By Location screen click Authorize and confirm your payment Note If you have already authorized your payment and you have not printed your remittance stub information you can generate it anytime clicking on the INFO button displayed in the invoice detail Invoice Detail Agent Name Speedy Forwarding Billing Period 2014 12 Agent Code 1234562 Billing Dates 2014 06 16 2014 06 30 Branch Code 0022 Du
5. Statement By Airline This screen displays a summary list of all the documents for the selected Office Code aggregated by Airline Use the Sort Options drop down list box to sort by Airline Number Airline Code Airline Name or Status You can also click the Airline Number to view Invoice Details for that particular Airline Agents Cargo Sales Statements By Branch Airline Agent Name Speedy Forwarding Billing Period 2014 12 Agent Code 1234562 Billing Dates 16 Jun 2014 30 Jun 2014 Branch Code 0022 Due Date 30 Jul 2014 Branch Location Miami FL Airline Number Original Amount Billed Adjusted Amount Due Amount Paid 777 Cargo Network Airline Initiated 7 286 20 7 036 20 0 00 7 036 20 es 7 286 20 7 036 20 asi 7 036 20 Info kd 4 bel x Cargo Sales Statement by Airline By clicking on by airline the Cargo Sales Statement by Airline screen displays The Cargo Sales Statement by Airline screen can also be accessed as the first level drill down from the top tier Account Summary screen On the Account Summary screen you can select the Cargo Sales Statement by Airline screen to view your statement by Airline The Cargo Sales Statement by Airline screen is a grouping of all Air Waybills submitted during a specific billing Period grouped by Airline versus grouped by Location as specified previously It is treated as a statement in the CNS CASSLink For each Billing Period a Cargo Sales Statement is generated for every Agent t
6. code for the adjustment and click OK On the Air Waybill Adjustment screen type values for fields that are open for adjustment Note if you have chosen the incorrect reason code you need to click on the back button and click on adjust again Click Calculate to total any changes Click Save Once you have made the necessary adjustments your Air Waybill Detail screen is updated Click on back to see the updated information Once you have saved an adjustment the Invoice Detail screen changes to reflect the adjustment If you wanted to change or delete the adjustment click the Agent Adjustment link On the Air Waybill Detail screen click Adjust On the Air Waybill Adjustment screen the Delete button is now shown You can delete or modify the adjustment as needed 22 Deleting Adjustments If an adjustment was made in error or if you need to change the reason code of an adjustment you can delete adjustments On the Air Waybill Detail screen a delete button will be displayed in addition to Save and Calculate which you can use to remove an adjustment To delete an Adjustment 1 Or TO From your Invoice Detail screen click an adjusted Air Waybill will have a transaction Type of Agent Adjustment On the Air Waybill Detail screen click Adjust On the Air Waybill Adjustment screen Delete button is now shown Click Delete On the confirmation box click OK On the Air Waybill Detail screen the adjustment is removed Note Y
7. for Cargo Sales Statement processing From this view you can access account summary statements and drill down to an invoice and Air Waybill details From this view you can review adjust approve and pay your invoices online In addition you have the ability to make payments for the entire Cargo Sales Statement or one Airline s Invoice at a time 10 2 1 Reviewing Documents Agents Account Summary Agent Name Speedy Forwarding Agent Code 1234562 0022 0033 From 2013 09 01 To 2014 09 30 Status Original Amount Adjusted Amount Amount Balance See Billed Due Paid Due 2014 07 30 Initiated 98 710 49 96 680 50 0 00 96 680 50 a Towle ez ess sealssz The Account Summary screen has the following detail information Agent Name the name of the Agent Agent Code the identifying code for the Agent Billing Period represented in the standard YYYY PP format Due Date calculated by adding 30 days to the end of the Billing Period and then rolling forward to the next business day As an example 2014 17 would have a due date of October 15 2014 Status represents the status of the underlying invoices If all invoices have the same status that status value is displayed If invoices have different values for status then Partial is displayed Original Amount Billed sum of the Amount Billed of all associated transactions that were posted during the Billing Period Adjusted Amount
8. processing system used by IATA for processing Airline billing documents Cargo Charges Correction Advice means the document used for the notification of changes to the transportation charges and or to other charges and or the method of payment Equivalent to the term freight collect or charges forward means the charges entered on the Air Waybill for collection from the consignee See CCA or DCM Debit Credit Memo used to amend Net Net sales Payment by Agents to CASS Timetable of events usually published by CASS before the start of a new year to identify key dates for report production due date Defined in each CASS to be the time online records are stored and available for viewing in AWB History and adjustments For CNS it is 84 months 7 years The processed used by Airlines to enter electronic billing files into CASSLink each Billing Period 56 Username Log in identification to access CASSLink 57 7 FREQUENLY ASKED QUESTIONS Question What is the CASS Link website address don t have access to CASS Link have forgotten my password can you tell me what it is didn t get my report Can you resend them to me have many branches locations Can see their output using a single login What reports are available We have been billed the wrong amount for an AWB Please process a credit have done a search in AWB History does not display anything Why How do find out
9. 3 5 0 6 Reports Release date 2014 03 08 e 9 Administration powere d CJ Are you listed Input br KE Load Adjustment Files orbe Test Environment is currently undergoing some changes and might at times be bit unstable New Environment We are sorry for any inconvenience FRAUD WARNING Information update f D PLEASE UPDATE YOUR PASSWORDS REGULARLY O The Test Environment is currently undergoing some changes and might at times be bit unstable Ne D By CNS On the left menu click on Input Load adjustment files With this option an agent will be able to upload an input file with adjustments to adjust the billed amount to be paid Please refer to appendix A for the file technical specifications 55 6 GLOSSARY OF TERMS Agent AWB Billing Period CASS Commercial Accounts CASSLink CCA Charges Collect Correction document DCM Due Date Reporting Timetable Storage Period Upload CNS Endorsed Cargo Agent Freight Forwarder Air Waybill the document made out by or on behalf of the shipper which evidences the contract between the shipper and carrier s for carriage of goods over routes of the carrier s There are twenty four 24 Billing Periods each calendar year ie two 2 per month These are 1sto 15m and 16mto last day of month 28n 29 30th 31 st Cargo Accounts Settlement System Freight Forwarder sponsored by a CASS Airline to join the CASS program Global
10. Air Waybill An Air Waybill is the smallest unit of activity processed by the system It represents a specific shipment and is treated as a line item in the system The Air Waybill Detail screen displays the selected Airline Number Airline Name Airline Name and Air Waybill information and charges and the original amount details Total charges are displayed on the bottom of the screen From this screen the user can do the following Click Adjust to make an adjustment or to view a previously made adjustment to an Air Waybill Click on reassign to change the location of an AWB There are two types of Air Waybills prepaid and collect Collect shipments typically do not require payment by the Agent Instead commissions are due to the Agent From this view the user can see all the adjustments of the Air Waybill 2 2 Adjusting Documents Once you have viewed the Air Waybill detail information and before you approve the corresponding invoice you can make adjustments to the Air Waybill as needed To make an adjustment the Agent accesses Air Waybill Detail screen and clicks the Adjust button You can access the Air Waybill Detail screen the following ways e Air Waybill Detail screen by drilling down through the selected statement and invoice e Agent Air Waybill Search Report e Open Adjustment Screen by selecting an Adjusted Air Waybill Air Waybill Detail Agent Name Speedy Forwarding Billing Period 2014 12 Agent Code 1234562 Bill
11. By CNS Cargo amp DGR TRAINING Tailored for you 4 D D All columns are sortable you just need to Click on the underlined table headers to sort from A Z or Z A Agents Account Summary Agent Name Speedy Forwarding Agent Code 1234562 0022 0033 From 2013 09 01 To 2014 09 30 Billing Due Date Period Original Amount Adjusted Amount Amount Balance Billed Due Paid Due 2014 12 2014 07 30 Initiated 98 710 49 96 680 50 0 00 96 680 50 By By Branch Airline Tota 98 710 49 0 00 By Default the last 24 periods will be displayed in the screen If you need to look for previous reports there is a search option on the header to enter the date range desired and click on search In this session you will explore documents adjudications make adjustments and payment processing Also view invoice and Air Waybill detail information print documents and statements The following steps are involved when working with documents and payments Reviewing Documents Adjusting Documents Managing Open Adjustments Approving Documents Initiating Payments Authorizing Payments Downloading Print Export Files YY YY Y YY When working with documents you will work primarily in the Documents Payments view From this view you can access Account Summary information view Invoice and Air Waybill detail information adjust Air Waybills approve documents and initiate payments The Documents Payments view is your primary area
12. CNS gt An IATA Company CASSLink User Manual for CNS Endorsed Agents and Commercial Accounts Table of Contents Contents T GETTING STARTED se cna ee EE 4 dt CASS AUSA RE 4 gt Agent Administrator ENEE 4 Sp Agent UGE eege EE 4 ES Airline Administrator E 4 K AIINS US o a a 4 gt Cargo Network Services Administrator oooooonnnonocccccnnccccononananccnnnnccnnnnnnnnnncnnnnnonanannns 5 1 2 Whatis EE 5 13 Internet URL sora 5 1 4 Username and Password kee 5 L CASSLINK Log in SCre n mitin a 6 1 6 CASSLink Home Pag Ce 0 ati 7 T7 GASSLiNK Men cisco ee eee ee ee 8 2 DOCUMENTS AND PAYMENTS scsi nnee e e 8 2 1 Reviewing Documents ccconcnnnirr Ennn Ensee rnrn Ennn nenet 11 Cargo Sales Statement by Branch sind a 11 Cargo Sales Statement by Airline une 13 Agent Cargo Sales Statement by COMPANY ENEE 14 Action ue 16 AWB Detail A 17 2 2 Adjusting DOCU Sd dd 18 23 Approving Rn 25 224 initiating ua anar 27 2 5 Authorizing PYMES sai 32 2 6 sport 34 3 EE 35 SE 35 3 2 Invoice Ee 37 3 3 Payment Summary ri 38 4 CON OA ADMINIS TRATION a 38 4 1 Bank Proiile Manager ta ad 39 4 2 e mail notification EE 44 4 3 User EE 45 AAs PermiSSiONS vitrina 47 Ee E Rene 48 4 6 Copy an Agent leger iia ia 49 4 7 Delete an Agent ISO ei ieee shel eee ante aaa tlle ace alte ace ll iad eee eke 50 4 8 USO profiles iio 50 4 9 A Kee eg 51 4 10 Forg t PASS EE 52 INPUT WEE 55 GLOSSARY OF EE 56 FREQUENL
13. DCM or Comments Note You must type information in the comments field 240 characters available When you have completed adjusting your Air Waybill click Calculate to readjust your totals and display a modified total Click Save to record your changes Note Clicking Calculate does not save your changes Click Save to record your changes or Cancel to return to the Air Waybill Detail screen Selecting the Cancel button cancels the adjustment The Air Waybill Detail screen is displayed again with your adjustments listed You can click adjust to modify your adjustment or delete to delete it To Adjust an Air Waybill 21 10 11 12 13 Log on to CNS CASSLink with appropriate Agent permissions On the Account Summary screen select Cargo Sales Statement by Branch or Cargo Sales Statement by Airline Locate a Billing Period of a Cargo Sales Statement you wish to work with The status of this statement must be unauthorized for you to adjust any Air Waybills Note You cannot adjust an Air Waybill that is in an Approved Initiated or Authorized state Click the Airline branch you wish to work with On the Invoice Detail screen in the Air Waybill Number column locate a specific Air Waybill you wish to adjust and click the related link On the Air Waybill Detail screen view the detail information and click Adjust On the Air Waybill Adjustment screen on the Reason Code drop down list box highlight a reason
14. Due difference between the Amount Billed and the net of all online adjustments entered by Agents and all online rebills entered by Airlines against transactions that were posted during the Billing Period Amount Paid the sum of all payments made by Agents against transactions that were posted during the Billing Period Balance Due the calculated balance of all transactions that were posted during the Billing Period using the following formula Balance Due Adjusted Amount Due Amount Paid Cargo Sales Statement by Branch by clicking on Branch Code number the Cargo Sales Statement by Location screen displays This screen shows the detail data for selected Billing Period grouped by the Agent branches locations 11 Agents Cargo Sales Statements By Branch Agent Name Speedy Forwarding Billing Period 2014 12 Agent Code 1234562 0022 0033 Billing Dates 2014 06 16 2014 06 30 Due Date 2014 07 30 Branch Code Status ginal Amount Billed Adjusted Amount Due EIERE LL Totas 98 710 49 96 680 50 o oo 96 680 50 ED ED 0022 The Cargo Sales Statement by branch displays a summary list of your documents grouped by Office Location The totals for each location are calculated from the corresponding detail documents Support is provided for centralized or decentralized processing within Agents that have multiple office locations Depending on the permissions assigned by the Administrator you may have access to
15. If you are paying by check you need to print your remittance stub and send it to Lockbox with your check If you do not send the remittance stub with your check the payment could be delayed and not be cleared Once you have confirmed the Initiate payment the Billing Period of the Cargo Sales Statement is amended with a new status on the Account Summary screen Agent Name Speedy Forwarding Billing Period 2014 12 Agent Code 1234562 Billing Dates 16 Jun 2014 30 Jun 2014 Branch Code 0022 Due Date 30 Jul 2014 Branch Location Miami FL airline Number Airline Name Original Amount Billed Adjusted Amount Due Amount Paid Balance Due 777 Cargo Network Airline Initiated 14 018 65 13 658 45 0 00 13 658 45 LJ Lee 14 018 65 13 658 45 aal 13 658 45 Export Back 31 2 5 Authorizing Payments Once a payment has been Initiated you can now Authorize the payment to be made on the date and time specified in the initiation process You can authorize payments in one of two ways based on how the payment was initiated gt Authorizing a Statement Authorize Payment for Each Airline Individually Authorizing a Statement From the Account Summary screen locate a payment with an Initiated Status At this point you can cancel or authorize the payment If you click Cancel at this point you can rollback this statement to an Approved state If you click Authorize you confirm your payment Invoice Information Agent Name
16. Number 5600811011 Location s Assigned Available Locations a Assigned 0022 Speedy Forwarding 0033 Speedy Forwerding 0070 Speedy Forwarding 0044 Speedy Forwarding ea lt lt Active 3 Autorization Agreement di I hereby authorize the CNS application to initiate debit and credit entries to the account indicated above at the depository financial institution named above and to credit and debit the same to such account I acknowledge that the origination of ACH transactions to my account must comply with the provisions of U S law Reject Bank Account Any bank account can be rejected 1 On the left menu click on Administration click Bank profile Manager to access all banking functions 2 On the Bank Accounts screen in the Bank Account Information table check the right column of the Bank Name which you would like to reject The system will request confirmation displaying the following message Are you sure you want to reject the bank account s 42 Documents Payments Bank Accounts Reports Administration Input CNS gt gt CASS USA An IATA Company User Admin_123462 CASS operation CNS e Message from webpage O Are you sure you want to reject the bank account s Agent Name Speedy Forwarding Agent Code 1234562 0022 0033 Add New Bank Account Bankneme em fAccountName accountwumber status pss beer eg pao kass E Note If
17. OVEMBER DECEMBER TOTAL 777 Cargo Network 23 443 00 6 250 23 3 222 61 19 468 37 5 140 35 16 058 42 6 949 25 13 897 00 78 675 00 23 432 00 89 888 00 786 098 00 1 072 522 23 GRAND TOTAL 23 443 00 6 250 23 3 222 61 19 468 37 5 140 35 16 058 42 6 949 25 13 897 00 78 675 00 23 432 00 89 888 00 786 098 00 1 072 522 23 4 ADMINISTRATION 38 CNS gt gt CASS USA An IATA Company User Admin_123462 CASS operation CNS e Operation messages Information News o Test environment Documents Payments CASSlink Release 3 5 0 6 Reports Release date 2014 08 08 9 Administration powered Gd Are you listed Bank Profile Manager br WE E Mail Notification D The Test Environment is User List currently undergoing some User Profile changes and might at times Change Password be bit unstable Input New Environment We are sorry for any inconvenience J FRAUD WARNING Information update PLEASE UPDATE YOUR PASSWORDS REGULARLY The Test Environment is currently undergoing some changes and might at times be bit unstable Ne D By CNS 4 D D 4 1 Bank Profile Manager Agents have the ability to create Bank profiles from which to draw funds as well as modify pre existing Bank information On the Administration Menu click Bank profile Manager to access all banking functions Note If you do not have the appro
18. Y ASKED OUESTIONS EE EE Ee 58 APPENDIX 1 Agent Adjustment File Load nn 59 8 1 Agent AdjuSTIMENCOVEINVISW seins steeds ncaa ole dela Wire enews dona ea 59 8 2 Agent Adjustment File Format ooooccccnnncccnncconocccononccnnnnnnnnncnnnnnnnnnnnnnn nn nnnnnnncnnnnnnnn nn 59 8 2 1 Agent Adjustment File Format Export Module 59 1 GETTING STARTED 1 1 CASS USA Users They are two kinds of users in the system Administrators users and Agent or Airlines users It is important to note the relationship between users as it outlines the workflow of the product Agent Administrator All Agents will have an Administrator user who is responsible for creating updating assigning permissions and deleting Users for the purpose of managing their activities in CNS CASSLink The Administrator also identifies and assigns roles and location access to their Users CNS will create the Agent Administrator Username and amend at the request of the Agent Agent User An Agent is an organization that reviews disputes and pays bills using CNS CASSLink There may be several users for a single organization each with different duties When logging in Agents are brought to the Agent s homepage where the view is configurable based on the permissions set up for that Agent All Agent Users will be created and maintained by the Agent Administrator It is not possible for an Agent User to be created or maintained by CNS Each Agent organization must have an admini
19. an authorized disbursement bank account is rejected all payments scheduled against that account will fail If an authorized destination or collections bank account is rejected all payments destined for that account will fail 43 4 2 e mail notification On the left menu click on Administration click e mail notification and the following screen will be displayed CNS gt gt CASS USA An IATA Company User Admin_123462 CASS operation CNS e Documents Payments Email Notification s Reports Administration Input Agent Name Speedy Forwarding Agent Code 1234562 0022 0033 mI Select an Notification y Available Action Assigned azaj Email Notification s Agent Name Speedy Forwarding Agent Code 1234562 0022 0033 Select 8 Notification Select an Notification X Available Review New Documents Download File Completion Invoice Approval Authorizations of Payments Initiate Payments EN 44 E mails could be generated for the following events A YY y y Review new documents gt Notification when Air Waybills or adjustments are loaded Nightly with the loads Download file completion gt Notification that an offline print or export file has completed With each offline download Invoice approval Notification of approved Invoices Aggregated Nightly Authorizations of payments 3 Notification of the authorization Aggregated Nightly Initiate Payments gt Notification of the initiat
20. aoreosso OO ie oao jaosoass2 el besen Jh zoso Jgd Fees 57888913 Original 2014 06 26 MIA SFI 2 491 90 Original Air Waybills 46 98 710 49 Post Audit Ajustments 0 0 00 Airline Rebills 0 0 00 Original Amount Billed 46 98 710 49 Agent Adjustments 7 2 029 99 Adjusted Amount Due 96 680 50 Amount Paid 0 00 Balance Due 96 680 50 di CIID From the Cargo Sales Statement by Company screen you can further drill down to view the invoice detail Use the Sort Options drop down list box to sort by AWB Number transaction type execution date Origin Destination and amount 15 Action Buttons Several action buttons may appear on this screen depending on the state of the statement invoice s and the permissions of the user Approve changes the state from Unapproved to Approved Depending on the permissions of the user if all of the bills are in the unapproved state the entire statement can be approved by clicking on the Approve button from this screen Initiate takes user to the Payment Initiation Selection screen Once a statement has been approved the next step is to initiate Depending on the permissions of the user if all of the bills are in the Approved state the entire statement can be initiated by clicking on the Initiate button from this screen Authorize authorizes schedules the statement for payment changing the state from Initiated to Authorized Depending on the permissions of the user if al
21. available 3 1 AWB Search gt CASS USA CASS operation CNS w SUPPLY CHAIN BUSINESS DIRECTORY Cargo amp DGR TRAINING The billing history of any Air Waybill processed in CNS CASSLink can be searched via AWB History 35 Air Waybill Search Report Search Options Search for AWB 40607921 Select Agent Select an Agent bd Select Airline Select an Airline 7 Enter the serial number of the AWB then click Search Agent or Airline name are optional and just additional search options which focus the search options As there would be less data to check you should get an Air Waybill report quicker CASSLink will then search the database to find the record The record is then displayed and contains the following details VV VV VV VV VV VV VV VV V Airline Code Agent code Bill Period gt YYYYPP Type gt AWB Port of Origin Destination port Gross Weight may be Chargeable weight depending on the value entered Pre Paid Weight and Valuation charges both charges combined Pre Paid Other Charges due Airline Charges Collect Weight and Valuation charges both charges combined Charges Collect Other Charges due Airline Discount Commission if payable by the Airline Net Payable total amount due to Airline Agent Execution Date of Air Waybill Input Date date document input by Airline Status gt unapproved approved initiated paid 36 3 2 Invoice History Invoice H
22. documents processed and show the actual total amount paid by the Agent for the AWB to date subject to the document being processed within the storage period 58 8 APPENDIX 1 Agent Adjustment File Load 8 1 Agent Adjustment Overview The Adjustment File load process will permit the loading of Agents file based adjustments into the system The structure of the adjustment records consists of three unique definitions Record Name Record ID Air Waybill Original Air Web Demuragey wo eBilling Credit Revised rebill This format is not part of the Adjustment load CNS must manually adjust ECR Records via the GUI ER for Export ED EM for Domestic 8 2 Agent Adjustment File Formats 8 2 1 Agent Adjustment File Format Export Module 8 2 1 1 Header Record The following is the definition of the header record in the 250 byte fixed width Adjustment File format Upon loading the Agent Number and the Invoice Period will be validated for uniqueness to prevent duplicate loads No Record ID Agent Number Description Location 2T 11N 6N 231T Contents amp Remarks Set to AA The 7 digit Agent Number and 4 digit location CCYYPP Blank 59 8 2 1 2 Adjustment Types AW CO CR DO DR The following is the definition of the Adjustment File records in the 250 byte fixed width data file format The Airline Number Agent Number and Air Waybill Number uniq
23. e 31 Incorrect Security Fee 32 Incorrect Fuel Surcharge 33 Incorrect DG RA Fee 34 Incorrect Other Due Carrier Fee 40 Incorrect Due Agent Charge 50 Incorrect Valuation Charge 60 Incorrect Commission Applied 61 Commission not Applied 70 Incorrect Incentive Applied 71 Incentive not Applied 80 Charges Changed to Prepaid Billed as CC 81 Charges Changed to Collect Billed as PP 90 Rebill Removed Per Carrier 91 Rebill in Dispute Per Agent 93 Stale Dated Invoice The Air Waybill Adjustment screen replicates the Air Waybill Detail screen with an additional column to modify amounts depending on the Reason Code selected as needed Below is an example of an Air Waybill Adjustment screen 20 Reason Code 11 Incorrect Chargeable Weight Air Waybill Information amp Charges Original Amount Em RER FE Les Seng leste Prepaid Charge Due Carrier Collect Weight Charge Cae aston ch 10 IE Contract 3352 Comment The Weight was 80 Kg The Air Waybill Adjustment screen allows you to type in adjustment amount information The fields that are available to be adjusted depend on the Reason Code selected on the prior screen Use the Adjustment Amount column to modify any amount Note All fields must contain a value even if 0 00 where there is no change in the charges field related to the adjustment On the Air Waybill Adjustment screen depending on the Reason Code selected you may need to type Contract Rate CCA
24. e Date 2014 07 30 Branch Location Miami FL Airline Number 777 E i Status Authorized Airline Name Cargo Network Airline ED 33 2 6 Exporting Documents The Export function will export a file for the entire Cargo Sales Statement to the user s local machine An option is provided to select the file format Either the original bill or any rebill that falls into this billing cycle can be exported Output Agent Agent Name Speedy Forwarding Billing Period 2014 12 Agent Code 1234562 Billing Dates 2014 06 16 2014 06 30 Due Date 2014 07 30 Original Bill Rebills Adjustments Excel CSV HOT Export Options gt gt Y y Portable Document Format PDF PDF files can be shared viewed and printed Excel Spreadsheet File XLS Selecting the Excel option will result in generating an export file with the same field structure organization and definitions or the adjustment file format including the header and trailer records except that it will be organized in a tab delineated format compatible with Microsoft Excel Comma Separated values CSV Selecting this option to export the CSV will result in generating an export file with the same field structure organization and definitions or the adjustment file format including the header and trailer records except that it will be organized in a comma delineated format HOT Hand of tape This option allow you to download the file in HOT format Fixed Widt
25. e payment Aggregated Nightly 4 3 User List From this list you can see all users in your agency From here you will be able to add modify copy or delete an user CNS gt gt CASS USA An ATA Company Jser Admin_123462 CASS operation CNS w s User List i Search user by UserName v Search User name First Name Last Name User Type j CNS_123462LM Larua Ludovici cnsAgent 2014 09 10 Modify Copy Delete User CNS_123462ML Michael Ludovici cnsAgent 2014 09 10 2014 09 10 Modify Copy Delete User 45 Add an Agent User To add a new User from the Users screen select Add User User Admin_123462 CASS operation CNS w User profile Username US_123462SL E mail arangos Speedy com First Name Sandra UserType CNSAgent Y Last Name Arango Last Login Creation Date Phone 450 6565300 Locked Mobile 786 5363692 Login Failure Enter the Agent details and Click on the Create button The message User Created successfully will be displayed New Passwd New Passwd amp Send User created successfully Update When the User has been created the next step is to add permissions required by the user then click Add Permissions Permissions Approve Invoice Adjust Transaction Initiate Payments Authorize Payment View Adjustments And Rebills a al al al al E Bank Authorization Manager Add Permissions Current assigned Permissions 46 4 4 Permissi
26. ements By Airline Agent Name Speedy Forwarding Billing Period 2014 12 Agent Code 1234562 0022 0033 Billing Dates 2014 06 16 2014 06 30 Due Date 2014 07 30 E Export Airline Number Original Amount Billed Adjusted Amount Due Amount Paid Cargo Network Airline 98 710 49 96 680 50 0 00 96 680 50 Totals 98 710 49 96 680 50 o 00 96 680 50 From the Cargo Sales Statement By Airline screen you can further drill down to view the Cargo Sales Statement By Branch This screen displays a summary list of all the statements for the selected Airline aggregated by Office Code Use the Sort Options drop down list box to sort by Office Code Office Location or Status You can also click the Office Code link to view Invoice Details for that particular Office Agent Cargo Sales Statement by Company By clicking By Company the Cargo Sales Statement by Airline screen displays Select an Airline and again an invoice detail by Company Airline will be displayed 14 Invoice Detail By Company Agent Name Speedy Forwarding Billing Period 2014 12 Agent Code 1234562 0022 0033 Billing Dates 2014 06 16 2014 06 30 Branch Code All Assigned Due Date 2014 07 30 Branch Location All Assigned Airline Number 777 qe ee Status Initiated Airline Name Cargo Network Airline Info Goes ol bone E eteen besen aza988a0 oriin Jaorsosse Adj justment O oo i umee fosoa justment OOOO Jegen oa O jaoso7s65 original f
27. er Record The following is the definition of the trailer record The total number of records in the file will be validated against the trailer No Description Total Number of Records 60
28. es Administrator The CNS Administrator will be responsible for the creation maintenance and deletion of only for both agent and Airline Administrative Users in CNS CASSLink at the request of the agent or Airline They will not be responsible for maintaining Agent or Airline Users A CNS Administrator is given permission to handle all administrative functions for Airlines and Agents as well as view all of the Airline and Agent s statements invoices and Air Waybills in all states The CNS Administrator is neither an Airline nor an Agent in the system but a representative of the Cargo Network Services that offers a B2B Electronic Invoicing and Payment service in support of CASS USA Although an initial CNS Administrator will be created within the system they will be able to create additional users with equivalent privileges 1 2 What is CASSLink CASSLink is a cargo system for processing Airline documents Air Waybills and correction documents CCA s amp DCM s for billing to CNS Endorsed Agents and Commercial Accounts One of the advantages of CASSLink is that being a web based system the information contained in it is accessible online anywhere provided you have a Username and Password This manual describes the features and procedures of the Agent users and highlights typical functions in the CASS USA system 1 3 Internet URL You can access CNS CASSLink via a secure internet connection using any browser Your access is dependent on yo
29. h Record Selecting the radio button option to export the Fixed Width 250 Byte Record will result in generating an export file formatted including the header and trailer records or the adjustment file format Export Original Bill This option should be chosen to create an export that is representative of the original Air Waybills and rebills for this billing period prior to applying any online adjustments The format of this file will depend on which export option was chosen PDF Excel CSV or HOT Export Adjustments 34 This option should be chosen to create an export containing both the Approved and Unapproved online adjustments for this billing period The format of this file will depend on which export option was chosen PDF Excel CSV or HOT 2 REPORTS CNS gt An IATA Company User Admin_123462 Operation messages Information o Test environment Documents Payments CAssSlink Release 3 5 0 6 3 Reports Release date 2014 08 08 AWB Search Invoice History by CA Paynen engm d O The Test Environment is 7 Administration currently undergoing some Input changes and might at times be bit unstable New Environment We are sorry for any inconvenience r FRAUD WARNING Information update PLEASE UPDATE YOUR PASSWORDS REGULARLY H The Test Environment is currently undergoing some changes and might at times be bit unstable Ne D By CNS 4 D From this menu option the agency has 3 reports
30. hat has sales activity 13 during the period You can access this screen from the Account Summary screen when the Cargo Sales Statement by Airline is selected from the Next Screen drop down box On this screen you can drill down into the invoices by clicking on the Airline number to be brought to the Cargo Sales Statement by Location page You can also choose to export the entire statement by clicking on the Export button You can action the statement by clicking on the workflow action button depending on the current status of the statement in the workflow and the permissions of the user For any selected Airline Number you can do the following Drill down into the bill for a selected Airline to view a summary of the associated Airline Air Waybills grouped by Agent office location gt Export the full statement Approve Initiate or Authorize payment of the entire statement for this Billing Period depending on the current status of the statement in the workflow and the permissions of the user If you have chosen to view your Cargo Sales Statement by Airline as specified in the Account Summary screen you will see a screen similar to the following This screen displays a Cargo Sales Statement for the Billing Period you specified on the Account Summary screen At this point you could approve a Cargo Sales Statement for this Billing Period or select a specific Airline to view all the branch totals for that Airline Agents Cargo Sales Stat
31. if a credit for an AWB has been processed by the Airline Answer httos casslink iata org pages cnslogin aspx Don t forget the https as this is a Link to a secure website To Access you need a user name and password If you have not received a Username or Password contact your Agent Administrator within your company and ask for these to be created CNS staff cannot see what your password is If you have forgotten your password please remember to use the Forgot Password option in the landing page Forgot Password Must be used BEFORE your User ID is locked out No All Agents and Airlines have access to CASSLink and can login at any time and retrieve any reports at any time CASS can Link a single Username login to all your CASS locations Contact your Admin to enable these Links CASS Link standard reporting format is PDF HOT and CSV are available that are used for account reconciliation XLS spreadsheet reports are also available CASS cannot process a credit You need to make an adjustment to correct the bill There may be a number of reasons Either the AWB 1 has not been billed 2 you are not entering the correct details AWB serial Number Airline or Agent code 3 the AWB was not billed during the current Storage Period set by your CASS This Storage Period could be as little as 6 months or as much as 7 years Use AWB History to search for the AWB Serial Number This search will list all
32. ing Dates 2014 06 16 2014 06 30 Branch Code 0033 Due Date 2014 07 30 Branch Location Seattle WA Airline Number 777 es Status Unapproved Airline Name Cargo Network Airline Air Waybill Number 40624721 CCA DCM Number 00 Execution Date 2014 06 19 Origin Destination MIA SFI Prepaid Charge Ove Carrier O ss be Charges LO as em am am 18 Selecting a Reason Code for an Air Waybill Adjustment In order to begin the adjustment process the Agent must first select the appropriate reason Code There are 36 reason codes divided into the following categories General Weight Rate Due Airline Due Agent Valuation Commission Incentive and Charge Basis When you adjust Air Waybills you will need to specify a reason code for the adjustment When you click the Adjust button from an Air Waybill Detail screen you can select the appropriate Reason Code from the drop down list box and click OK to make your adjustment Reason Code Select a reason z Select a reason Weight kg Prepaid Valua Collect Weigh Collect Due A Commission Incentive Contract Comment 03 Paid Previously Air Waybill 404 Calculation Error 06 VOID Shipment Never Moved 07 Domestic Shipment Billed as Internation 10 Incorrect Gross Weight 11 Incorrect Chargeable Weight Prepaid Weigh 12 Incorrect Volume Weight 20 Incorrect Contract Rate 21 Incorrect Spot or Ad hoc Rate 22 Incorrect Service Level Rate 23 Inco
33. istory Report Search Options Airline 777 Cargo Network Airline ail 1234562 Speedy Forwarding Select a Branch v Agent Branch Code Latest 24 periods Period Selection O Previous periods Period 2014 12 bd Airline Number 777 Billing Period 2014 12 Airline Name Cargo Network Airline Due Date 2014 07 30 Agent Code 1234562 Invoice History Action Date User Branch Status Description Amount 2014 09 12 Admin_123462 0022 Initiated Initiate Invoice type Check Ref No 412 00004012 7 286 20 2014 09 12 Admin_123462 0022 Approved Approved 7 286 20 2014 09 12 Admin_123462 0022 Create 1 265 00 2014 09 12 Admin_777 0033 Delete 22 244 17 2014 09 11 Admin_123462 0070 Initiated Initiate Invoice type Check Ref No 412 00003853 69 180 12 2014 09 11 Admin_123462 0070 Approved Approved 69 180 12 2014 09 11 Admin_123462 0070 Adjust Create 2014 09 11 Admin_123462 0070 Trans Reassign Delete AW 2014 09 11 Admin_123462 Reassign Create AW 3 3 Payment Summary Agent Annual Payment Summary Report Select Airline Select an Airline Select Agent Select an Agent Select Year 2014 e Month From Sep e Month To Sep y On this report you will be able to see by month the last 12 monthly payments made to all airlines or any specific one AIRLINE JANUARY FEBRUARY MARCH APRIL MAY JUNE JULY AUGUST SEPTEMBER OCTOBER N
34. istory Report Search Options Airline Select an Airline 1234562 Speedy Forwarding v Select a Branch v Agent Branch Code O Latest 24 periods Period Selection Previous periods Period Select a Billinc v Airline Number Billing Period Airline Name Due Date Agent Code Invoice History xs PDF The Agent Invoice History Report allows you to run reports for audit trail information for all actions performed on an invoice or its parent statement On the Agent Invoice History Selection screen choose or type by number or name an Airline If you want to see the information for a specific branch location you should select it from the drop down menu if there is not branch selection you will be able to see all location assigned to your user After that select the Billing Period e by clicking on the Latest 24 periods from the drop down menu you will be able to select a billing period or e by Previous periods you need to type down the period number YYY PP Click search to generate Agent Invoice History Report on the screen Also you will be able to export this report to excel xls or acrobat pdf The Agent Invoice History Report displays all transactions that occurred for the Airline and Billing Period specified If you are paying by Check specified when you were Initiating Payments All applicable invoice details are displayed You can click the Reports tab to go back to the reports menu 37 Invoice H
35. l down only the documents for the one selected Airline are displayed and available to be approved Click Approve On the Approval Confirmation screen click OK The Cargo Sales Statement affected by the partial approval approval of a certain Airline s Air Waybills now has a status of Partial 26 Agents Cargo Sales Statements By Airline Agent Name Speedy Forwarding Billing Period 2014 12 Agent Code 1234562 0022 0033 Billing Dates 2014 06 16 2014 06 30 Due Date 2014 07 30 a Airline Number Airline Name Status Original Amount Billed Adjusted Amount Due 777 Cargo Network Airline 112 314 11 108 364 59 0 00 108 364 59 AAA a 208 6 50 esoe Ga 2 4 Initiating Payments Once you have approved an invoice or a statement you can initiate payments Depending on the status of your statement displayed in the Account Summary screen you can initiate the following ways Initiating a Statement Initiating Each Airline Individually Note If you initiate payment for one Airline you will need to initiate payments for every other Airline Initiating a Statement To initiate a statement in a given billing period you need to verify the given statement has an Approved status in the Account Summary screen Click a Billing Period with an Approved status Note Be sure to select viewing Cargo Sales Statement By Branch or Airline The Cargo Sales Statement screen first level drill down is viewed by Branch and thi
36. l of the bills are in the Initiated state the entire statement can be authorized by clicking the Authorize button from this screen Cancel Payment cancels a pending payment from Initiated or Authorized to Approved Depending on the permissions of the user a user would simply locate the statement in question and click the Cancel Payment button Since Authorized invoices are scheduled for payment it is important to note that the user is actually cancelling a payment rather than just rolling back to a previous status Canceling an authorized statement takes it back to the Approved state and not the Initiated state Payments cannot be canceled once the payment engine has begun processing the payment 16 AWB Detail Page Air Waybill Detail Agent Name Speedy Forwarding Billing Period 2014 12 Agent Code 1234562 Billing Dates 2014 06 16 2014 06 30 Branch Code 0022 Due Date 2014 07 30 Branch Location Miami FL Airline Number 777 de S Status Unapproved Airline Name Cargo Network Airline Air Waybill Number 57888913 CCA DCM Number 00 Execution Date 2014 06 26 Origin Destination MIA SFI axe corns Original Amount 100 0 Air Waybill Information amp Charges Prepaid Valuation Charge Collect Weight Charge Collect Due Agent Charge Commission Incentive Total Charges 0 00 1 375 00 0 00 2 491 am am The Air Waybill Detail page is a listing of the detail information for a specific Airline
37. ll not be able to see any information After the new Username has been created click on New Passwd amp Send This will transmit the new Password to the User Do not send an email or letter to the User that contains both the Username and Password 47 4 5 Modify an Agent User CNS gt gt CASS USA An IATA Company Jser Admin_123462 CASS operation CNS e s User List EME Search user by User Name v N From this option you will be able to modify the user information basic information permissions and assigned branches 48 4 6 Copy an Agent User CNS gt gt CASS USA An ATA Company Jser Admin_123462 CASS operation CNS v s User List Search user by User Name v Search CNS_123462LM Larua Ludovici cnsAgent 2014 09 10 Modify Copy Delete User CNS_123462ML Michael Ludovici ersagent 2014 09 10 2014 09 10 Modify Copy Delete User From this option you will be able to copy the user information This means that the same permissions will be copied to the new user The Admin just need to fill in the username first Name last name phone number and email address Copy User profile Original User CNS_123462_ML Username First Name Last Name E mail 49 4 7 Delete an Agent User From this option an Admin User will be able to Delete a user 4 8 User profile From this option you will be able to modify the basic information and see your permissions User p
38. ments are as follows e It must contain a minimum of 8 alphanumeric characters e It must contain two numerals e It cannot be one of the 5 recent passwords Suggestion To make it easy to remember your new password should consist of e Two three letter words and two numerals Old Password New Password Retype New Password Update Password If the User has failed to enter the Password in the correct format or entered the Password incorrectly one of the following error messages may be displayed The new Password and the Retyped New password are not identically The new password does not conform to Security requirements means that the new password does not contain at least eight 8 characters or at least 2 numeric characters When the new password has been correctly entered the message Password was successfully updated will be displayed 51 It is the responsibility of each CASSLink User to ensure that Usernames and Passwords are secure to ensure the confidentiality of their billing data Passwords must be changed at initial log in after Username has been created and each six 6 months Password history also now means that the same password cannot be re used for five 5 generations 4 10 Forgot Password When a User has forgotten their password the Forgot Password may be used to request a new user Password Forgot Password Must be used BEFORE your User ID is locked out Welcome to CASSLink Ca
39. name or you have been locked out of CASSLink because the Username or Password has been entered incorrectly five 5 times The Username allows the Agent to Access available Menu Options Linkto single or multiple branch locations HO only The Admin user can create unlimited Usernames for the agency as needed The security of Usernames and passwords is the responsibility of the User and the Agency to ensure that the billing data stored in CASSLink is not compromised 1 5 CASSLink Log in Screen CNS gt An IATA Company Welcome to CASSLink Cargo Account Settlement System Enter your User name and Password User name CNS_123462SA Password coo Forgot Password Forgot Password Must be used BEFORE your UserID is locked out OTo create an account or to reset your password please contact the following gt CASS USA IATA Users IATA Customer Service by logging an Enquiry in the Customer Service Portal www iata org customer portal CNS Users Email to cassusaserviceteam cnsc us When you register at the CASS system your personal information is kept private and secure Please see our privacy and security policy for more information 1 6 CASSLink Home Page Sign in Home Help CNS gt An IATA Company User id Identification Operation messages Information Ir Documents Payments Test environment Ir Reports CASSlink Release 3 5 0 6 W Administration Relense date 2014 08 08
40. ode 1234562 Billing Dates 2014 06 16 2014 06 30 Branch Code 0022 Due Date 2014 07 30 Branch Location Miami FL Airline Number 777 ae Status Unapproved Airline Name 3 mme Cargo Network Airline Message from webpage j Are you sure you want to reassign the AWB from Branch Code 0022 to 0022 JE tara OO 100 00 Move from Branch Code 0022 to Branch Code 0033 y Click on Ok and the AWB is reassigned Air Waybill Adjustment was successfully updated 2 3 Approving Documents Once you have made any necessary adjustments to your Air Waybills or if you are already satisfied with them you can approve them via the Cargo Sales Statement By Branch or Cargo Sales Statement By Airline screen When you approve documents you make them eligible to be paid and prevent further adjustments from being made to them You can approve documents in two ways gt Approving a Statement This process approves all Air Waybills in a Cargo Sales Statement for all Airlines and Locations you have access to Note You cannot make adjustments to any Air Waybills contained in a statement once it has been approved You can approve a statement from the Account Summary Screen first level drill down On the Account Summary screen select Cargo Sales Statement by Branch or Cargo 25 Sales Statement by Airline On the Cargo Sales Statement by Branch screen or Cargo Sales Statement by Airline screen click Approve The p
41. ons Approve Invoice This permission allows the user to close the invoice for adjustments as the audit for the invoice has been completed The agent agrees to pay USD XX Adjust transactions This permission allows the user to modify a billing amount to the agreed charges and providing details why he she is modifying the original billing Initiate Payments This permission allows the agent to set up and schedule its payment The user will be able to select the payment method 4 methods ACH debit Check ACH credit amp Fed wire and schedule the payment Authorize payments This permission allows a user to authorize the initiated payment View Adjustments and Rebills This permission allows a user to view billing disputes adjustments rebills Bank Authorization Manager This permission allows a user to create view agents bank account information and be able to reject an active bank accounts After you have added permission you must assign the branches to the user Agent 1234562 0022 HQ Speedy Forwarding X Available Action Assigned 0022 Speedy Forwarding 0033 Speedy Forwarding 0044 Speedy Forwarding 0070 Speedy Forwarding bz y VM A A A Warning Do not leave this screen without assigning the branches Leaving the screen before the branches have been selected will prevent the user from accessing any Agent location and the User wi
42. ou can only delete adjustments after they have been calculated and saved The Delete button is not shown when you first add an adjustment to an Air Waybill Once an adjustment is deleted the Air Waybill can be adjusted again by clicking the Adjust button and selecting the same or a different reason 23 Reassigning AWBs If the AWB is assigned to the incorrect branch before approving the AWB click on Reassign and from the drop down menu below the AWB information amp Charges table select the correct branch Air Waybill Detail Reassign Agent Name Speedy Forwarding Billing Period 2014 12 Agent Code 1234562 Billing Dates 2014 06 16 2014 06 30 Branch Code 0022 Due Date 2014 07 30 Branch Location Miami FL Airline Number 777 mee Status Unapproved Airline Name Cargo Network Airline Air Waybill Number 57888913 CCA DCM Number 00 Execution Date 2014 06 26 Origin Destination MIA SFI Air Waybill Information 8 Charges Original Amount i 100 00 Prepaid Weight Charge Prepaid Valuation Charge 0 00 id Charge Due Carrier 1 375 00 Collect Weight Charge 0 00 Collect Due Agent Charge Commission Incentive Total Charges Move from Branch Code 0022 to Branch Code Select an Branch Code D Once you have selected the correct branch a confirmation message will be displayed Are you sure you want to reassign the AWB from branch Code XXXX to YYYY 24 Agent Name Speedy Forwarding Billing Period 2014 12 Agent C
43. priate permissions you cannot view this section contact your administrator for more information Once you click Bank profile Manager the Bank Accounts screen displays From this screen you can add a new Bank view pre existing Bank account information or click a Bank Name to modify any Bank information 39 CNS gt gt GASS USA An IATA Company User Admin_123462 CASS operation CNS e e Documents Payments Bank Accounts Reports Administration Bank Profile Manager E Mail Notification Agent Name User List Agent Code User Profile Change Password Input Bank Name Speedy Forwarding 1234562 0022 0033 Add New Bank Account Account Name Account Number Status Bank of America Speedy Frowarding 5600811011 Authorized Add Edit Bank Account Screen Description Bank Name The full name of the bank This field holds up to 100 characters Address Street address for the Bank Each field holds up to 50 characters City The city of the Bank This field holds up to 50 characters State The state of the Bank This field holds up to 50 characters Zip Code The zip code of the bank This field holds up to 20 characters validated as either 99999 or 99999 9999 where 9 is any valid digit Country Only US banks are currently supported This field is already pre filled Account Name Organization specified Bank account name RTN The Bank s 9 digit routing transit number Routing numbe
44. rgo Account Settlement System Enter your User name and Password User name US_123462 Password eeccccece Forgot Password Forgot Password Must be used BEFORE your UserID is locked out OTo create an account or to reset your password please contact the following IATA Users IATA Customer Service by logging an Enquiry in the Customer Service Portal www iata org customer portal CNS Users Email to cassusaserviceteam cnsc us When you register at the CASS system your personal information is kept private and secure Please see our privacy and security policy for more information When the Forgot Password is selected the User is asked to enter their Username and email address Both need to match the User profile stored in CASSLink 52 Password Assistance lata CASS System Windows Internet Explorer Le MES ct PMI Project Man e NewTab e Old In i Password Assistance Please enter your username and email address User Name US_123462 Email Address arangos Speedy com gt CASS USA p _ Send New Password _ Close Reset G Local intranet Protected Mode Off a 100 e A Enter your User name and Password User name Password Forgot Password Forgot Password Must be used BEFORE your UserID is locked out OTo create an account or to reset your password please contact the following IATA Users IATA Customer Service by logging an Enquiry in the Customer Ser
45. rline Number Airline Name Billing Dates 2014 06 16 2014 06 30 Due Date 2014 07 30 Status Approved Amount to Pay 13 658 45 Payment Method Select Payment type e Bank Account Select Bank Account Settlement Date Use Due Date 2014 07 30 CH September e 20 v Original Air Waybills 6 14 018 65 Post Audit Ajustments 0 0 00 Airline Rebills 0 0 00 Original Amount Billed 6 14 018 65 Agent Adjustments 2 360 20 Adjusted Amount Due 13 658 45 Amount Paid 0 00 Balance Due 13 658 45 2014 v Continue Cancel 28 On the Initiation Selection screen verify the Amount to Pay select the payment method you want to use gt ACH Debit gt Check Fed wire gt ACH Credit Note ACH Debit is the recommended payment type Amount to Pay 13 658 45 Payment Method Select Payment type D Select Pa Bank Account Settlement Date Check vepronmvrcr e 20 y 2014 e ARAS Me A If you have selected ACH Debit you must select the bank Account from which you would like the payment to be made In addition you will need to specify a Settlement Date You can select to have the payment be settled on the statement Due Date or you can select a different date using the drop down arrows Amount to Pay 13 658 45 Payment Method ACH Debit e Bank Account Bank of CNS v Settlement Date Use Due Date 2014 07 30 September e 20 e 2014 e Continue Cancel Your settlement date must adhere to the following conditions
46. rocess and associated screens below go through the approval based on a Cargo Sales Statement by Branch Note Whether you select Cargo Sales Statement by Branch or By Airline from the Account Summary screen first level drill down you are still approving a statement and associated Air Waybills The grouping by Branch or Airline is the only difference Once you have selected your Billing Period via the Account Summary screen you can click Approve to approve this Cargo Sales Statement Note If you want to view or adjust Air Waybills before approving see the Adjusting Air Waybills section Once you click OK you will see the changed status of this Cargo Sales Statement in the Account Summary screen Approving Each Airline Individually This process approves all Air Waybills for one Airline Invoice for all Branches you have access to leaving the remaining Air Waybills associated with other Airlines unapproved Instead of approving a statement for a given billing period you can choose to approve only one Airline at a time and all the Air Waybills associated with that Airline To approve a specific Airline select Cargo Sales Statement by Airline from the Account Summary screen Click the Unapproved Billing Period you wish to approve On the Cargo Sales Statement by Airline screen click a specific Airline in the Airline Number column you would like to approve On the Cargo Sales Statement by Branch screen second level dril
47. rofile Username Admin_123462 First Name Last Name Phone Mobile Permissions Current assigned Permissions Approve Invoice Adjust Transaction Initiate Payments Authorize Payme Adjustments And Rebills E mail User Type cnsAgentAdmin Last Login 2014 09 12 14 49 Creation Date 2014 08 27 21 15 Locked Login Failure Reset Failure Agent 1234562 Speedy Forwarding Available Action Assigned 0022 Speedy Forwarding 0033 Speedy Forwarding 0044 Speedy Forwarding 0070 Speedy Forwarding If you need to change any information Change the details that need to be changed Name email address phone mobile and when completed click on the Update button 50 The message User updated successfully will be displayed 4 9 Change Password The first login with a new Username the User will be forced to change password Users may also change their password at any time To change your password go to Administration Menu on the left menu select change Password Enter the Old password then enter a new password twice The new password must contain a minimum of eight 8 alpha numeric characters with the password to contain at least 2 numeric characters and it cannot be one of the 5 recent passwords Click the Update Password button Change Password When changing your password your new password must conform to Security requirements Those require
48. rrect Published Rate Prepaid Charg 24 Contract Rate not Applied 25 Spot Ad hoc Rate not Applied 27 Incorrect Pallet Container Rate 30 Incorrect Insurance Fee 31 Incorrect Security Fee Collect Valuat 32 Incorrect Fuel Surcharge 33 Incorrect DG RA Fee 34 Incorrect Other Due Carrier Fee 40 Incorrect Due Agent Charge 50 Incorrect Valuation Charge 60 Incorrect Commission Applied 61 Commission not Applied 70 Incorrect Incentive Applied 71 Incentive not Applied Total Charges 80 Charges Changed to Prepaid Billed as Co 81 Charges Changed to Collect Billed as Pr Reason Code Descriptions Amount Adjusted mount 100 0 2 216 50 0 00 4 00 0 00 0 00 0 00 0 00 0 00 2 220 50 The follow table details all Reason Codes contained within the system REASON REASON CODE 1 Billed to Wrong Office 2 Billed to Wrong Agent 3 Paid Previously 4 Calculation Error 6 VOID Shipment Never Moved 19 7 Domestic Shipment Billed as International 10 Incorrect Gross Weight 11 Incorrect Chargeable Weight 12 Incorrect Volume Weight 20 Incorrect Contract Rate 21 Incorrect Spot or Ad hoc Rate 22 Incorrect Service Level Rate 23 Incorrect Published Rate 24 Contract Rate not Applied 25 Spot Ad hoc Rate not Applied 27 Incorrect Pallet Container Rate 30 Incorrect Insurance Fe
49. rs are fixed length numbers with 9 characters Account Number The numeric bank account number This field holds up to 80 characters To add a new Bank 1 On the left menu click on Administration click Bank profile Manager to access all banking functions 2 On the Add New Bank Account screen add the appropriate Bank Account information Note All fields in Bold are required fields 3 Assign locations to this bank account All locations could be assigned or selected locations 4 Click on the Active box in order to activate the bank account 5 In the Authorization Agreement section click the check box to authorize debits and credits from this Bank Account 6 Click Save Once the Bank account has been created it can be modified anytime 40 To modify Banks 1 On the left menu click on Administration click Bank profile Manager to access all banking functions 2 On the Bank Accounts screen in the Bank Account Information table click a Bank Name link which you would like to edit 3 On the Edit Bank Account screen modify any of the information as needed Note All fields in Bold are required fields Make sure that the active box and the authorization agreement are checked 5 Click Save A 41 Bank Accounts Edit Add Bank Name Bank of America Adsress City Miami State Province Fl ZIP Postal Code 33186 Country Account Name Speedy Forwerding RTN 02389654 Account
50. s approved statement now has the Initiate button in the upper right hand corner If the Cargo Sales Statement were in an unapproved state the Approve button would be displayed instead At this point you can drill down further to view Invoice and Air Waybill information but you cannot adjust the Air Waybill in this state From this screen or the Cargo Sales Statement by Airline screen first level drill down click Initiate Initiating Each Airline Individually 27 If you have approved invoices for Airlines individually you will see a Partial status for the statement pertaining to a certain Billing Period on the Accounts Summary screen To initiate payment for each Airline individually make sure you select Cargo Sales Statement By Airline as your next screen from the Account Summary screen On the Cargo Sales Statement By Airline screen locate the Airline Number of the Airline you want to initiate It will have an Approved Status Click the Airline Number link On the Cargo Sales Statement by Branch screen second level drill down click Initiate to initiate payment for the selected Airline Airline Number Original Amount Billed Adjusted Amount Due Amount Paid 777 Cargo Network Airline Approved 14 018 65 13 658 45 0 00 13 658 45 potas 14 018 65 13 658 45 ol 13 658 45 Back Invoice Initiate Agent Name Speedy Forwarding Billing Period 2014 12 Agent Code 1234562 Branch Code 0022 Branch Location Miami FL Ai
51. strator Administrators can only grant access to users for the organization that they work for Airline Administrator All Airlines will have an Administrator responsible for creating updating assigning permissions and deleting Users for the purpose of managing their activities in CNS CASSLink The Administrator also identifies and assigns roles and location access to their Users CNS will create the Airline Administrator Username and amend at the request of the Airline Airline User All Airline Users will be created and maintained by the Airline Administrator It is not possible for an Airline User to be created or maintained by CNS An Airline is an organization that presents Air Waybills in CNS CASSLink A single Airline organization may have many users with different duties When logging in Airlines are brought to the Airlines homepage where the view is configurable based on the permissions set up for that Airline by the Airline administrator An Airline administrator is a user who has authority to add users to the CNS CASSLink system for their organization and assign access privileges and permissions Each Airline organization must have an administrator Administrators can only grant access to users for the organization with which they are affiliated Although an initial Airline Administrator will be created within the system the Administrator will be able to create additional users with equivalent privileges Cargo Network Servic
52. uely define these records in conjunction with the Billing Period in the header No Description T2 2N setto AW CO CR DO DR 3 5 3T The 3 digit Airline Number 6 16 11N The 7 digit Agent Number 4 digit location 17 24 8N 8 digit AWB Serial Number CCA DCM Number 25 30 6T The CCA DCM Number Valid for CO CR DO DR Record ID s only Blank for AW Record ID s 06 Prepaid Weight Charger 31 42 12N The Prepaid Weight Charge 43 54 12N The Prepaid Valuation Charge Pe eee 55 66 12N The Prepaid Charges due to the Carrier 09 Prepaid Charges due Agent 67 78 12N 000000000000 Should be zero ignore 79 90 12N The Collect Weight Charge 91 102 12N The Collect Valuation Charge 103 114 12N 000000000000 Should be zero ignore 115 126 12N The Collect Charges due to the Agent 127 138 12N The Commission Charge 139 150 12N The Incentive Charge 151 1T or Negative Incentive Amount Weight 152 158 7N Chargeable Weight When weight unit is kilos one decimal place is implied When weight unit is pounds there are no decimal places 159 1T K Kilo or L Pound convert all pounds to kilo rounded to nearest 2 kilo 160 161 2N The Adjustment Reason Code 162 181 20T The Contract Number 182185 aN Rate 186 210 251 Other 211 250 40T The Adjustment Reason Comment 2 implied decimal places 8 2 1 3 Trail
53. ur unique User ID and Password which was established by your Security Administrator Depending on the permissions assigned to your User ID you will be able to carry out those activities that pertain to your business function The CASSLink website address URL is https casslink iata org pages cnslogin aspx 1 4 Username and Password The system will allocate a Username and Password to all Admin Users for CNS Endorsed Agents and Commercial Accounts And the Admin user in each agency will create an agent user within the agency For security purposes the Username and Password are unique with the initial Password being computer generated Your Username is based on the 3 letter operation code CNS and Agent or Commercial Account Code and user s name or initials YYY_XXXXXXX_ZZZZZZZZ YYY CNS XXXXXXX agent or commercial account code ZZZZZZZZ could be initials or name as long as not more than 8 characters e g CNS_1234562SA The initial computer generated Password usually contains UPPER and lower case alpha and numeric characters Remember that both the Username and Password are Case Sensitive At initial login the system will require the User to change the initial password The new password must contain a minimum of 8 alphanumeric characters If you have not received a Username or Password contact your Agent Administrator and ask for these to be allocated to you Similarly contact your Admin if you have forgotten your User
54. vice Portal www iata org customer portal CNS Users Email to cassusaserviceteam cnsc us When you register at the CASS system your personal information is kept private and secure Please see our privacy and security policy for more information When the details have been entered correctly the new password is sent to the User email address It is not displayed on the screen Send New Passworc Reset a Your password has been successfully reset amp sent to your email When the details entered is incorrect or do not match the database the User must contact their Customer Service Centre to verify the information and receive a new Password 53 Password Assistance Please enter your username and email address User Name US_123462 Email Address arangos Speedy com Send New Password Close Reset Username or email are incorrect Please contact your Customer Service Centre at www iata org customer portal Pages ContactUs aspx Possible problems preventing the use of this facility e Email address is incorrect in the database Browser has Pop ups blocked This prevents the entry screen from being displayed Unblock Pop ups and try again e Username is shared and new password is not sent to all Users of that Username 54 5 INPUT CNS gt gt CASS USA An IATA Company User Admin_123462 CASS operation CNS e Operation messages Information News 5 Test environment 5 Documents Payments CASSlink Release
55. view only those Air Waybills associated with your particular location or you may be able to work with Air Waybills across all locations Clicking on the Export button you will allow you to download your invoice on xls csv hot or pdf format Agents Cargo Sales Statements By Branch Airline Agent Name Speedy Forwarding Billing Period 2014 12 Agent Code 1234562 Billing Dates 16 Jun 2014 30 Jun 2014 Branch Code 0022 Due Date 30 Jul 2014 Branch Location Miami FL Airline Number Original Amount Billed Adjusted Amount Due Amount Paid Cargo Network Airline Initiated 7 286 20 7 036 20 0 00 7 036 20 ooo d T 87 286 20 7 036 20 aal 7 036 20 For the selected Billing Period the user can do the following 12 Drill down into an office location within this statement to view a summary of the associated bills grouped by Airline Export the invoice s and or statement for all locations in this billing period From this screen you can click an Office Code to view the Cargo Sales Statement by Airline for that Branch You can also take action on the statement by clicking a workflow action button Approve Initiate Authorize or Cancel depending upon the current status of the statement and the permissions granted to you If you already taken action an Info button will appear Clicking on that button will display all information From the Cargo Sales Statement by Location screen you can further drill down to view the Cargo Sales
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