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

  • Booked

• For Customer Invoiced or Vendor Invoiced 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)