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:
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.
|
|
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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) |
|
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