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.