# 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)
- <span style="background-color: rgb(224, 62, 45);">For **Vendor Invoiced** **(Locked)** bookings:</span>
    
    
    - <span style="background-color: rgb(224, 62, 45);">The booking must first be stepped back to **Booked** status in **MEvision** using:</span>
        
        
        - <span style="background-color: rgb(224, 62, 45);">*Apply to Entries*</span>
        - <span style="background-color: rgb(224, 62, 45);">*Force Customer Financial Change*</span>
        - <span style="background-color: rgb(224, 62, 45);">Or full voiding and rebooking (see Voiding section)</span>

### Rules Matrix Table - Planned &amp; Booked

<table border="1" cellpadding="0" cellspacing="0" id="bkmrk-amendment-type-mediu" style="width: 100%; height: 1368.8px;"><tbody><tr style="height: 29.6px;"><td style="width: 26.2154%; height: 29.6px;" valign="top">**<span lang="EN-ZA">Amendment Type</span>**

</td><td style="width: 13.5844%; height: 29.6px;" valign="top">**Medium Type**

</td><td style="width: 24.6677%; height: 29.6px;" valign="top">**Booking Status**

</td><td style="width: 35.5086%; height: 29.6px;" valign="top">**<span lang="EN-ZA">Action Required</span>**

</td></tr><tr style="height: 63.2px;"><td rowspan="2" style="width: 26.2154%; height: 358.1px;" valign="top"><span lang="EN-ZA">Rates – Parent Line</span>

</td><td style="width: 13.5844%; height: 63.2px;" valign="top"><span lang="EN-ZA">Traditional</span>

</td><td style="width: 24.6677%; height: 63.2px;" valign="top">- <span lang="EN-ZA">Planned &amp; Booked</span>

- <span lang="EN-ZA">Customer Invoiced</span>

</td><td style="width: 35.5086%; height: 63.2px;" valign="top">- Amend directly in MEplan

- <span lang="EN-ZA">Step bookings back to Booked status. Follow Booked/Planned steps thereafter.</span>

</td></tr><tr style="height: 294.9px;"><td style="width: 13.5844%; height: 294.9px;" valign="top"><span lang="EN-ZA">Digital</span>

</td><td style="width: 24.6677%; height: 294.9px;" valign="top">- <span lang="EN-ZA">Planned </span>

- <span lang="EN-ZA">Booked</span>

<span lang="EN-ZA"> </span>

<span lang="EN-ZA"> </span>

<span lang="EN-ZA"> </span>

<span lang="EN-ZA"> </span>

<span lang="EN-ZA"> </span>

<span lang="EN-ZA"> </span>

<span lang="EN-ZA"> </span>

<span lang="EN-ZA"> </span>

- <span lang="EN-ZA">Customer Invoiced</span>

</td><td style="width: 35.5086%; height: 294.9px;" valign="top">Amend directly in MEplan<span style="background-color: rgb(224, 62, 45);">\*check flow with media orders</span>

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

<span lang="EN-ZA"> </span>

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

- <span lang="EN-ZA">Step bookings back to Booked status. Follow Booked/Planned steps thereafter.</span>

</td></tr><tr style="height: 46.4px;"><td rowspan="2" style="width: 26.2154%; height: 160px;" valign="top"><span lang="EN-ZA">Rates – Child Line</span>

</td><td style="width: 13.5844%; height: 46.4px;" valign="top"><span lang="EN-ZA">Traditional</span>

</td><td style="width: 24.6677%; height: 46.4px;" valign="top">- <span lang="EN-ZA">Planned &amp; Booked</span>

- <span lang="EN-ZA">Customer Invoiced</span>

</td><td style="width: 35.5086%; height: 46.4px;" valign="top">- Amend directly in MEplan

- <span lang="EN-ZA">Step bookings back to Booked status. Follow Booked/Planned steps thereafter. </span>

</td></tr><tr style="height: 113.6px;"><td style="width: 13.5844%; height: 113.6px;" valign="top"><span lang="EN-ZA">Digital</span>

</td><td style="width: 24.6677%; height: 113.6px;" valign="top">- <span lang="EN-ZA">Planned</span>

- <span lang="EN-ZA">Booked</span>

- <span lang="EN-ZA">Customer Invoiced </span>

</td><td style="width: 35.5086%; height: 113.6px;" valign="top">- <span lang="EN-ZA">Update values in Goal or Rate Card view using the Planned column</span>

- <span lang="EN-ZA">Update values in Goal or Rate Card view using the Actual column</span>

- <span lang="EN-ZA">Step bookings back to Booked status. Follow Booked/Planned steps thereafter.</span>

</td></tr><tr style="height: 80px;"><td style="width: 26.2154%; height: 80px;" valign="top">Time From / To &amp; No Seconds (Parent line)

</td><td style="width: 13.5844%; height: 80px;" valign="top"><span lang="EN-ZA">Traditional</span>

</td><td style="width: 24.6677%; height: 80px;" valign="top">- <span lang="EN-ZA">Planned &amp; Booked</span>

- <span lang="EN-ZA">Customer Invoiced</span>

</td><td style="width: 35.5086%; height: 80px;" valign="top">- Traditional media only
- Amend directly in MEplan

- <span lang="EN-ZA">Step bookings back to Booked status. Follow Booked/Planned steps thereafter.</span>

</td></tr><tr style="height: 63.2px;"><td rowspan="2" style="width: 26.2154%; height: 176.8px;" valign="top"><span lang="EN-ZA">Agency &amp; Vendor Commission (MEvision)</span>

<span lang="EN-ZA"> </span>

</td><td style="width: 13.5844%; height: 63.2px;" valign="top"><span lang="EN-ZA">Traditional</span>

</td><td style="width: 24.6677%; height: 63.2px;" valign="top">- <span lang="EN-ZA">Planned &amp; Booked</span>

- <span lang="EN-ZA">Customer Invoiced</span>

</td><td style="width: 35.5086%; height: 63.2px;" valign="top">- Recalculate plan line

<span lang="EN-ZA"> </span>

- <span lang="EN-ZA">Step bookings back to Booked status. Follow Booked/Planned steps thereafter.</span>

</td></tr><tr style="height: 113.6px;"><td style="width: 13.5844%; height: 113.6px;" valign="top"><span lang="EN-ZA">Digital </span>

</td><td style="width: 24.6677%; height: 113.6px;" valign="top">- <span lang="EN-ZA">Planned</span>

<span lang="EN-ZA"> </span>

- <span lang="EN-ZA">Booked</span>

- <span lang="EN-ZA">Customer Invoiced</span>

</td><td style="width: 35.5086%; height: 113.6px;" valign="top">- Recalculate plan line

<span lang="EN-ZA" style="background-color: rgb(224, 62, 45);">\*check booked </span>

- <span lang="EN-ZA">Step bookings back to Booked status. Follow Booked/Planned steps thereafter.</span>

</td></tr><tr style="height: 80px;"><td style="width: 26.2154%; height: 80px;" valign="top">Discounts &amp; Surcharges

</td><td style="width: 13.5844%; height: 80px;" valign="top"><span lang="EN-ZA">Traditional &amp; Digital</span>

</td><td style="width: 24.6677%; height: 80px;" valign="top">- <span lang="EN-ZA">Planned &amp; Booked</span>

- <span lang="EN-ZA">Customer Invoiced</span>

<span lang="EN-ZA"> </span>

</td><td style="width: 35.5086%; height: 80px;" valign="top">- Apply directly in MEplan

<span lang="EN-ZA"> </span>

- <span lang="EN-ZA">Step bookings back to Booked status. Follow Booked/Planned steps thereafter.</span>

</td></tr><tr style="height: 92.6px;"><td rowspan="2" style="width: 26.2154%; height: 370.7px;" valign="top"><span lang="EN-ZA">Discount Groups</span>

</td><td style="width: 13.5844%; height: 92.6px;" valign="top"><span lang="EN-ZA">Traditional</span>

</td><td style="width: 24.6677%; height: 92.6px;" valign="top">- <span lang="EN-ZA">Planned &amp; Booked</span>

<span lang="EN-ZA"> </span>

- <span lang="EN-ZA">Customer Invoiced</span>

</td><td style="width: 35.5086%; height: 92.6px;" valign="top">- <span lang="EN-ZA">Add Discount Group code on parent line</span>

- <span lang="EN-ZA">Step bookings back to Booked status. Follow Booked/Planned steps thereafter.</span>

</td></tr><tr style="height: 278.1px;"><td style="width: 13.5844%; height: 278.1px;" valign="top"><span lang="EN-ZA">Digital</span>

</td><td style="width: 24.6677%; height: 278.1px;" valign="top">- <span lang="EN-ZA">Planned </span>

- <span lang="EN-ZA">Booked</span>

<span lang="EN-ZA"> </span>

- <span lang="EN-ZA">Customer Invoiced</span>

</td><td style="width: 35.5086%; height: 278.1px;" valign="top"> Amend directly in MEplan <span style="background-color: rgb(224, 62, 45);">\*check flow with media orders</span>

Booking must first be removed from MEvision by:

- Autoing the booking, or
- Voiding the child line

<span lang="EN-ZA"> </span>

Once uncommitted:

- Amend the parent line
- Reload or reschedule as required

- <span lang="EN-ZA">Step bookings back to Booked status. Follow Booked/Planned steps thereafter.</span>

</td></tr><tr style="height: 113.6px;"><td style="width: 26.2154%; height: 113.6px;" valign="top"><span lang="EN-ZA">Telmar Re-import</span>

</td><td style="width: 13.5844%; height: 113.6px;" valign="top"><span lang="EN-ZA"> </span>

</td><td style="width: 24.6677%; height: 113.6px;" valign="top">- <span lang="EN-ZA">Planned</span>

<span lang="EN-ZA"> </span>

<span lang="EN-ZA"> </span>

- <span lang="EN-ZA">Booked</span>

- <span lang="EN-ZA">Customer Invoiced </span>

</td><td style="width: 35.5086%; height: 113.6px;" valign="top">- <span lang="EN-ZA">Re-import csv file</span>

<span lang="EN-ZA"> </span>

<span lang="EN-ZA"> </span>

- <span lang="EN-ZA">Remove bookings/void</span>
- <span lang="EN-ZA">Re-import csv file</span>

<span lang="EN-ZA"> </span>

- <span lang="EN-ZA">Step bookings back to Booked status. Follow Booked/Planned steps thereafter.</span>

</td></tr></tbody></table>