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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 MEplan when bookings are in:

    • Planned (Uncommitted)

    • Booked (Committed)

  • For Customer Invoiced (Locked) or Vendor Invoiced (Locked) 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 - Planned & Booked

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*check flow with media orders

 

 

 

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

Amend directly in MEplan

 

Digital

Planned

 

 

Booked

 

  • Update values in Goal or Rate Card view using the Planned column
  • Update values in Goal or Rate Card view using the Actual column

Time From &/ To (Parent& line)

 

No Seconds (Parent line)

Traditional

Planned & Booked

  • Traditional media only

  • Amend directly in MEplan

Agency & Vendor Commission (MEvision)

 

Traditional

Planned & Booked

 

 

 

MakeRecalculate amendmentplan in MEPlanline

 

Agency Commission (Nav)

 

Vendor Commission (Nav)

 

Traditional

Planned & Booked

 

 

Recalculate Plan Line

 

Agency Commission (Nav)

 

Digital

·       Planned

 

 

 

 

 

 

 

 

 

 

 

 

·         Booked

 

AgencyRecalculate commission is factored into Digital calculations on the parent line. As parentplan 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.

*check

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.

booked  

VendorDiscounts Commission& (Nav)

 Surcharges

Traditional & Digital

Planned & Booked

 

 

RecalculateApply Plan Line

 

Discounts/Surcharges

Traditional

Planned & Booked

 

Make amendmentdirectly in MEPlanMEplan

 

Discount Groups

Traditional

Planned & Booked

 

 

 

Add the Discount Group code on the parent line in MEplan.

Digital

Planned &

 

 

 

Booked

 

 

Amend directly in MEplan Discount*check Groupsflow arewith loadedmedia onorders

 

 

Booking must first be removed from MEvision by:

  • Autoing the parentbooking, line.or

    As
  • parent
  • line

    Voiding amendments are not allowed whenthe child linesline

    are
  • committed first auto the booking/placement in MEPlan in order take the booking/placement out of NAV.

 

Once theuncommitted:

booking
    is
  • out of NAV (no tick) make the amendment on

    Amend the parent line.line

  • Reload or reschedule as required

    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 TypeMedium TypeBooking StatusAction Required




Rates – Parent LineTraditional

Planned & Booked

Amend directly in MEplan

Digital MediaPlannedAmend 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