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

· Planned

· Booked

Amend directly in MEplan

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

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)	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