Booking Amendments

The purpose of these sections is to guide users through the correct process for amending bookings across all booking statuses, from Planned through to Vendor Invoiced.

It explains:

Which financial and non-financial amendments are permitted at each booking status
The rules and restrictions governing amendments
The required actions to safely apply changes without breaking system integrity
The correct procedures for voiding bookings in both MEplan and MEvision NAV
An overview of the Cost Greater Than Billing scenario and the controls that apply

This ensures accurate financial control, correct system synchronisation, and compliance with audit and billing rules.

Amendment Rules
Non-Financial Changes
Financial Changes

Amendment Rules

General Rules

Non-financial changes are permitted on all booking statuses, including:
- Planned
- Booked
- Customer Invoiced
- Vendor Invoiced
Financial changes are only permitted when:
- The booking is in Planned or Booked status, or
- The amendment results in a higher net value than the existing booking.
The system does not allow financial changes that would:
- Reduce the net value on a booking that has already been invoiced
- Modify locked bookings without first stepping the status back
If a user attempts a prohibited change:
- A system message will prevent the action from continuing
- The booking must be stepped back to an editable status before proceeding

Non-Financial Changes

Note: Non-financial changes do not affect booking values or billing. These changes are allowed on all booking statuses and can be made directly in MEplan, with updates synchronising back to MEvision.

Permitted Non-Financial Amendments

Depending on the medium, the following changes are allowed across all statuses:

Customer Order Number
Contract Number (TV & OOH)
Description
Placement Instructions
Target Market (Digital)
Material (OOH)
Language
Ratings (TV – Target Market)
Region / Market

Action Required:
Make the change in MEplan and refresh values in MEvision.

Financial Changes

Note: Financial changes are amendments that impact the value of a booking or placement.

Key Rules

Financial changes can only be made in MEplan when bookings are in:
- Planned (Uncommitted)
- Booked (Committed)
For Customer Invoiced (Locked) bookings:
- The booking must first be stepped back to Booked status in MEvision using:
  - Apply to Entries
  - Force Customer Financial Change
  - Or full voiding and rebooking (see Voiding section)
For Vendor Invoiced (Locked) bookings:
- The booking must first be stepped back to Booked status in MEvision using:
  - Apply to Entries
  - Force Customer Financial Change
  - Or full voiding and rebooking (see Voiding section)

Rules Matrix Table - Planned & Booked

Amendment Type

Medium Type

Booking Status

Action Required

Rates – Parent Line

Traditional

Planned & Booked

Customer Invoiced

Amend directly in MEplan

Step bookings back to Booked status. Follow Booked/Planned steps thereafter.

Digital

Planned

Booked

Customer Invoiced

Amend directly in MEplan*check flow with media orders

Booking must first be removed from MEvision by:
- Autoing the booking, or
- Voiding the child line

Once uncommitted:
- Amend the parent line
- Reload or reschedule as required

Step bookings back to Booked status. Follow Booked/Planned steps thereafter.

Rates – Child Line

Traditional

Planned & Booked

Customer Invoiced

Amend directly in MEplan

Step bookings back to Booked status. Follow Booked/Planned steps thereafter.

Digital

Planned

Booked

Customer Invoiced

Update values in Goal or Rate Card view using the Planned column

Update values in Goal or Rate Card view using the Actual column

Step bookings back to Booked status. Follow Booked/Planned steps thereafter.

Time From / To & No Seconds (Parent line)

Traditional

Planned & Booked

Customer Invoiced

Traditional media only
Amend directly in MEplan

Step bookings back to Booked status. Follow Booked/Planned steps thereafter.

Agency & Vendor Commission (MEvision)

Traditional

Planned & Booked

Customer Invoiced

Recalculate plan line

Step bookings back to Booked status. Follow Booked/Planned steps thereafter.

Digital

Planned

Booked

Customer Invoiced

Recalculate plan line

*check booked

Step bookings back to Booked status. Follow Booked/Planned steps thereafter.

Discounts & Surcharges

Traditional & Digital

Planned & Booked

Customer Invoiced

Apply directly in MEplan

Step bookings back to Booked status. Follow Booked/Planned steps thereafter.

Discount Groups

Traditional

Planned & Booked

Customer Invoiced

Add Discount Group code on parent line

Step bookings back to Booked status. Follow Booked/Planned steps thereafter.

Digital

Planned

Booked

Customer Invoiced

Amend directly in MEplan *check flow with media orders

Booking must first be removed from MEvision by:

Autoing the booking, or
Voiding the child line

Once uncommitted:

Amend the parent line
Reload or reschedule as required

Step bookings back to Booked status. Follow Booked/Planned steps thereafter.

Telmar Re-import

Planned

Booked

Customer Invoiced

Re-import csv file

Remove bookings/void
Re-import csv file

Step bookings back to Booked status. Follow Booked/Planned steps thereafter.