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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) 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)

  • For 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

 

  • Customer Invoiced
  • Amend directly in MEplan

 

  • Step bookings back to Booked status. Follow Booked/Planned steps thereafter.

Digital
  • Planned 

 

  • Booked

 

 

 

 

 

 

 

 

 

 

  • Customer Invoiced

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

  • Step bookings back to Booked status. Follow Booked/Planned steps thereafter.

Rates – Child Line

Traditional
  • Planned & Booked

 

  • Customer Invoiced
  • Amend directly in MEplan

 

  • Step bookings back to Booked status. Follow Booked/Planned steps thereafter. 

Digital
  • Planned

 

 

  • Booked

 

 

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

 

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

 

  • Step bookings back to Booked status. Follow Booked/Planned steps thereafter.

Time From / To & No Seconds (Parent line)

Traditional
  • Planned & Booked

 

 

  • Customer Invoiced

  • Traditional media only

  • Amend directly in MEplan

 

  • Step bookings back to Booked status. Follow Booked/Planned steps thereafter.

Agency & Vendor Commission (MEvision)

 

Traditional
  • Planned & Booked

 

  • Customer Invoiced
  • Recalculate plan line

 

  • Step bookings back to Booked status. Follow Booked/Planned steps thereafter.

Digital

  • Planned

 

  • Booked

 

  • Customer Invoiced

 

  • Recalculate plan line

*check booked  

 

 

 

  • Step bookings back to Booked status. Follow Booked/Planned steps thereafter.

Discounts & Surcharges

Traditional & Digital

  • Planned & Booked

 

  • Customer Invoiced

 

  • Apply directly in MEplan

 

  • Step bookings back to Booked status. Follow Booked/Planned steps thereafter.

Discount Groups

Traditional

  • Planned & Booked

 

 

  • Customer Invoiced

  • Add Discount Group code on parent line

 

  • Step bookings back to Booked status. Follow Booked/Planned steps thereafter.

Digital

  • Planned 

 

 

 

  • Booked

 

 

 

 

 

 

 

 

 

  • Customer Invoiced

 

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

 

 

  • Step bookings back to Booked status. Follow Booked/Planned steps thereafter.

Telmar Re-import

 

  • Planned

 

 

  • Booked

 

 

  • Customer Invoiced 

  • Re-import csv file

 

 

  • Remove bookings/void

  • Re-import csv file

 

  • Step bookings back to Booked status. Follow Booked/Planned steps thereafter.
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