Financial Changes
Note: Financial changes are amendments that impact the value of a booking or placement.
Key Rules
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Financial changes can only be made in MEplan when bookings are in:
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Planned
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Booked
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For Customer Invoiced or Vendor Invoiced bookings:
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The booking must first be stepped back to Booked status in MEvision using:
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Apply to Entries
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Force Customer Financial Change
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Or full voiding and rebooking (see Voiding section)
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Rules Matrix Table
|
Amendment Type |
Medium Type |
Booking Status |
Action Required |
|
Rates – Parent Line |
Traditional |
Planned & Booked
|
Amend directly in MEplan
|
|
Digital |
· Planned
· Booked
|
Amend directly in MEplan
Booking must first be removed from MEvision by:
Voiding can be done in one of two ways:
1. Voiding is done through MEplan by selecting the ‘Goal’ view type and zeroing the value on the child. Reloading can then be done after autoing the booking.
2. In NAV delete the booking/placement from the media purchase order issued for the booking. This will step the status back into a ‘Planned’ status in NAV. Once the booking/placement in in a ‘Planned’ status follow ‘Planned’ status above.
|
|
|
Rates (Child line) |
Traditional |
Planned & Booked |
Make amendment in MEPlan
|
|
Digital |
Planned & Booked
|
Rate changes on the child line is allowed in MEplan. Change the ‘Goal’/’Rate Card’ value on the ‘Actual’ column. |
|
|
Time From & To (Parent line)
No Seconds (Parent line)
|
Traditional |
Planned & Booked
|
Make amendment in MEPlan
|
|
Agency Commission (Nav)
Vendor Commission (Nav)
|
Traditional |
Planned & Booked
|
Recalculate Plan Line
|
|
Agency Commission (Nav)
|
Digital |
· Planned
· Booked
|
Agency commission is factored into Digital calculations on the parent line. As parent line amendments are not allowed when child lines are committed first auto the booking/placement in MEPlan in order take the booking/placement out of NAV.
Once the booking is out of NAV (no tick) make the amendment on the parent line.
Voiding can be done in one of two ways:
1. Voiding is done through MEplan by selecting the ‘Goal’ view type and zeroing the value on the child. Reloading can then be done. 2. In NAV delete the booking/placement from the media purchase order issued for the booking. This will step the status back into a ‘Planned’ status in NAV. Once the booking/placement in in a ‘Planned’ status follow ‘Planned’ status above.
|
|
Vendor Commission (Nav)
|
Traditional & Digital |
Planned & Booked
|
Recalculate Plan Line
|
|
Discounts/Surcharges |
Traditional |
Planned & Booked
|
Make amendment in MEPlan
|
|
Discount Groups |
Traditional |
Planned & Booked
|
Add the Discount Group code on the parent line in MEplan. |
|
Digital |
Planned & Booked
|
Discount Groups are loaded on the parent line. As parent line amendments are not allowed when child lines are committed first auto the booking/placement in MEPlan in order take the booking/placement out of NAV.
Once the booking is out of NAV (no tick) make the amendment on the parent line.
Voiding can be done in one of two ways:
3. Voiding is done through MEplan by selecting the ‘Goal’ view type and zeroing the value on the child. Reloading can then be done. 4. In NAV delete the booking/placement from the media purchase order issued for the booking. This will step the status back into a ‘Planned’ status in NAV. Once the booking/placement in in a ‘Planned’ status follow ‘Planned’ status above.
|
|
|
Telmar Re-import |
|
· Planned
· Booked
|
Re-import csv file
Remove bookings/void Re-import csv file
|
| 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) |
|
||