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)

Rules Matrix Table

Amendment Type	Medium Type	Booking Status	Action Required
Rates – Parent Line	Traditional	Planned & Booked	Amend directly in MEplan
	Digital Media	Planned	Amend directly in MEplan
		Booked (Committed)	Parent lines cannot be edited while child lines are committed Booking must first be removed from MEvision by: Autoing the booking, or Voiding the child line