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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 MEPlanMEplan when bookings are in:

    • Planned

    • Booked

  • For Customer Invoiced or Vendor Invoiced bookings:

    • The booking must first be stepped back to Booked status in NAVMEvision using:

      • Apply to Entries

      • Force Customer Financial Change

      • Or full voiding and rebooking (see Voiding section)