Financial Changes

Note: Financial changes are amendments that impact the value of a booking or placement.

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)

Amendment Type	Medium Type	Booking Status	Action Required
Rates – Parent Line	Traditional	Planned & Booked	Amend directly in MEplan
Rates – Parent Line	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
Rates – Child Line	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 & No Seconds (Parent line)	Traditional	Planned & Booked	Traditional media only Amend directly in MEplan
Agency & Vendor Commission (MEvision)	Traditional	Planned & Booked	Recalculate plan line
Agency & Vendor Commission (MEvision)	Digital	Planned Booked	Recalculate plan line *check booked
Discounts & Surcharges	Traditional & Digital	Planned & Booked	Apply directly in MEplan
Discount Groups	Traditional	Planned & Booked	Add Discount Group code on parent line
Discount Groups	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
Telmar Re-import		Planned Booked	Re-import csv file Remove bookings/void Re-import csv file