Contents

Upload new CASS file

Import the HOT file via File menu → New.  

An explorer opens.

Select the directory where you have stored the file.

The files end in DAT or HOT. 

The data import will start automatically after you open the file.

Open

When you import the data, the application will check whether the CASS file has been imported before.

This is meant to prevent duplicate imports of the data.
The system checks the billing period from the CASS file as well as the client and office code/ branch. 

If data for this period are already available, the user can decide whether or not to import the data again.
This query is pre-assigned with NO.

Open

The CASS file is imported line by line and copied into the CargoSoft database.

A message appears after you ahve successfully saved the data.

Search and open CASS file

Click File menu → Open to see and edit the imported CASS data.

The search mask provides access to all imported CASS files.
You can use various search criteria, e.g. the month of the billing period in abbreviated form 201401 instead of the period 01.01.2014 to  31.01.2014.
You can start the search either via Edit menu → Start search or by pressing F3.

The search result will show all files that you have already imported including the time period, status, employee who performed the import, number of datasets, etc.

All functions to edit the CASS data are located on the Search result tab.

Context menu functions in the search result

CargoSoft assigns an internal consecutive ID number per file upon import of the CASS files.

This number is drawn from number range CASS, year = 0, month = 0.
The internal ID number is usually a consecutive number. It is unique in CargoSoft but is of no further relevance for the CASS file.

You can scroll to the right using the lower scroll bar to see all details of a file.
The first status after the file import is New! (code: NEW). 
After you have opened these details in the Edit tab, the file receives teh status In progress! (code: PROG).

The column Creditor indicates whether this is a CASS or IGLU file.
The application recognizes the IGLU file by the entry IGLU in the header of the IGLU HOT file.

On the Search result tab you can use various functions. For example, you can print the details via:

• File → Print:          Print the overview

• Context menu:      Print various reports such as
                               - single files (with search mask!)
                               - Export Billing Statement
                               - Sales Invoice Adjustment

These prints are created by means of Crystal Reports.

Select Print individual files to see individual billing lines of a CASS file.

A search mask opens:

Please enter search criteria. Click Print to see a report.

Back to the Search result tab:

Here you can check and modify the CASS details by

• double clicking into a line or

• selecting a line and pressing ENTER or

• selecting a line and switching to the Edit tab.

CASS data can only be modified by one user at once.

A message appears if another user has already opened the data.

After you have checked all CASS data you can import them into a CargoSoft payable.

This function is located in the context menu.