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 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.