Bookings

• Schedule Navigation
• Scheduling Bookings
• Traditional Media Scheduling Nuances
• Digital Media Scheduling

Schedule Navigation

Navigating the Schedule View

The Schedule is divided into two main sections:

• Schedule Line Panel (Left): Displays schedule line information such as description, medium units, rate per unit, and related fields.

• Calendar Panel (Right): Displays the booking calendar where spots or bookings are scheduled over time.

The divider between these two panels can be adjusted by dragging the vertical grey line to expand or contract either section. At the bottom left of the schedule, a horizontal scroll bar allows the user to move left and right across columns. Users may also use the Tab key to navigate between columns.

In the top-right corner of the Schedule View, billing totals are displayed in both local currency and selling currency. Month selectors allow users to view individual months or defined month ranges.

Different View Types are available to display additional booking-related information, including:

• Rate Card

• Goal

• Discounted Rate

• Nett Value

• Cost to Client

• Rate per Unit

The calendar panel can be switched between Month and Day views by selecting the schedule's options menu ( ) and choosing the required layout.

A Show Totals option is available to display vertical and horizontal totals for plan lines.

Configuring Totals Display: Users can control which totals appear on the schedule by navigating to Account > My Profile. Select the required totals to be displayed and save the changes. A hard refresh (Ctrl + F5) is required for the updated configuration to take effect.

Scheduling Bookings

Creating Schedule Plan Lines 

1. To manually create a plan line within a schedule, select the schedule's options menu (  ) and choose Create Plan Line.
2. Complete the required fields, such as:
   • Media Owner
   • Medium Unit
   • Spot Kind
   • Rate Per Unit
   • Any additional required fields (These will differ according to the medium) 
3. Once all details have been entered, select the Save icon () to create the plan line.
4. Bookings can be scheduled in Day View by switching the layout to Day and entering the required number of bookings or spots directly against the date on the right hand side of the plan line. 

Copying Plan Lines

1. Individual plan lines can be copied by selecting the planline's options menu () on the line and choosing Copy Plan Line.
2. Once copied, the line can be edited as required. If the Medium Type is changed, the Vendor and Medium Unit fields will clear and must be reselected. The word Copy will be appended to the description and should be updated accordingly.
3. For bulk copying, users may select multiple lines using the checkboxes and choose Copy Selected from the schedule's options menu (  ).

Copied lines will populate in the schedule and billing totals will update automatically.

The schedule's Totals display:

• Plan Budget

• Planned Budget (Digital)
• Plan Billing
• Schedule Billing
  
• Remaining Planned Budget (Digital)

• Remaining Plan Budget

Calendar Scheduling

1. Bookings can be scheduled directly within the calendar panel which shows both Add and Subtract options on the pop-up. 
2. Select the corresponding cell on the right-hand side of the plan line to open the calendar scheduler.

The following scheduling options are available:

• Select a specific day to enter the number of spots or bookings for that date

• Select a day of the week to replicate bookings across the same weekday for the entire month

• Select a week number to apply bookings across the full week

Copying Bookings

In Calendar Scheduler, bookings can be copied by week or by month.

1. To copy bookings, select the copy icon located in the top-left corner of the selected area and choose Copy.
2. Navigate to the destination month and select Paste. Once the bookings have been applied, select Save All to confirm the changes.

Booking Deals

Booking Deals define the financial structure of a booking and are accessible in both Month and Day views.

Once plan lines have been scheduled:

1. In Month View, left-click on a booking value to open the calendar scheduler, or right-click on the booking value and select Booking Deals.

2. In Day View, right-click on a scheduled date and select Booking Deals.

The Booking Deal screen displays the financial calculations associated with the booking. These calculations can be reviewed on screen or exported to Excel.

Fields marked with a pencil icon () are editable. Any changes made to booking deals will automatically synchronise back to NAV.

Booking Status Symbols and Functions

Note: More detailed information on booking statuses and rules are outlined in Book named Booking Statuses and Rules

Status Type	Symbol	Additional Information
Planned (Traditional)   Planned (Digital)		- All bookings start with the circular arrow and are in an uncommitted planned state - In Digital scheduling, manually planned bookings are shown with a pencil icon
Booked		- An information icon appears on the booking - The Media Order number is displayed for reference when the icon is hovered over - Committed booked bookings are represented with a tick
Customer Invoiced		-The booking is locked in MEplan and cannot be edited
Vendor Invoiced		-The booking is locked in MEplan and cannot be edited
Void	N/A	- Voiding is not represented by a symbol but rather the removal of the booked symbol - In Digital voiding, the committed tick symbol remains and the booking can be autoed in order to revert to an uncommitted planned status

Voiding

To void a booking that has a Media Order linked to it:

1. Change the booking value to 0 when in view type Rate Card or Goal. 

2. Once voided, the booking value will no longer exist on the child line. 

Traditional Media Scheduling Nuances

Television Scheduling

Television Telmar Imports

Television schedules can be populated using Telmar import files.

1. From the schedule page, select the schedule's options menu ( ), choose Import Data, and select the appropriate import data type.
2. Upload the Telmar .csv file from the local computer and select Proceed.
3. In the Import Data pop-up, populate the following fields:
   • Import Type: Telmar
   • Medium Type: Television
   • File: Select the Telmar .csv file to upload
4. Select Proceed to start the import.

Once the file has been successfully imported, MEplan performs the initial calculations and makes schedule exports available for download. NAV continues to perform calculations in the background.

The MEplan–MEvision synchronisation status is displayed in the top-right corner of the screen:

• Orange: Synchronisation in progress 

• Green: Synchronisation complete

Total billing values update automatically and can be viewed in both local currency and client (selling) currency.

Importing a Telmar file automatically schedules all associated slots and bookings, including discounts, ratings, and target market data.

Telmar files may be re-imported multiple times once MEvision synchronisation is complete. If changes are made to the .csv file, re-importing will override the previous import. Any manually created plan lines will not be removed, and totals and schedules will update accordingly.

Television CPP Deals, Ratings, and Target Markets

CPP Deal Configuration: The CPP (Cost Per Point) loading method is configured by an ITS Consultant. This configuration can be found in the system configuration table by selecting CPPDEAL in the Rating Calc Type field.

Loading CPP Deal Parent Lines

When scheduling a CPP deal television plan line:

1. Select the CPP Loading checkbox on the parent line.
2. Enter values for Rate Per Unit and Cost Per Point (BCY).

The Plan TVR value is calculated automatically by dividing the Rate Per Unit by the CPP.

Target Market Creation Prior to Scheduling

The Target Market on the parent line defaults to the Target Market defined on the plan but can be modified after plan creation. The Target Market on the parent line becomes the Primary Target Market in the Target Market table.

To manage Target Markets:

1. Navigate to the Target Markets table from the parent line options menu ().
2. Additional Target Markets can be created by selecting the plus icon ( + ) completing the required fields, and saving the line.

If scheduling occurs after Target Markets have been created, child lines will automatically inherit the parent Target Markets. These can be viewed in the Ratings table of the booking.

Target Market Creation Post Scheduling

If additional Target Markets are required after scheduling has taken place:

1. Navigate to the Target Markets table on the parent line and create the new Target Market.
2. To apply the new Target Market to existing bookings, navigate to the Ratings table and select the plus icon ( + ) to create a new rating line.
3. The newly created Target Market will be available in the drop-down list and will automatically populate the associated values.

All new scheduling performed thereafter will automatically include all Target Markets in the Ratings table.

OOH Scheduling

Scheduling with Sites

Out-of-Home (OOH) site cards, maintained as master data in MEvision, can be imported into MEplan using the Schedule with Sites functionality.

1. From the OOH schedule, select the schedule's options menu ( ) and choose Schedule with Sites.
2. Available sites will populate and can be filtered using criteria such as:
   • Medium Type
   • Site Type
   • Site Owner
3. Once filters have been applied, select Filter Sites to refine the results.

Select the required sites by ticking the checkbox on the left and choose Create Plan Lines to import them into the OOH schedule.

The selected sites will be added to the schedule simultaneously, along with all data associated with the site cards.

OOH Child Line Divisions

For OOH schedules, booking rates can be divided directly on the child line.

In the Rate Card view, enter a division symbol (/) before the rate value to create a division-based calculation for that booking.

OOH Packages

Ignore Quantity

When creating package-based plan lines where a specific site is not being used, the Ignore Qty option can be enabled to increase the delivery goal without impacting the rate or cost calculations.

1. Create or load the package line.
2. Increase the Qty value as required.
3. Select the Ignore Qty checkbox.
4. Save the line.

When Ignore Qty is enabled:

• The Goal (Qty) value on the child line increases according to the quantity entered.
• The rate and cost values remain unchanged.
• This is useful for package deals where multiple units contribute to delivery but do not affect pricing.

Note: If a specific site is selected on the line, the quantity cannot be increased and the Ignore Qty option is not applicable.

Custom Fields for Package Lines

Additional custom text fields are available on both Media and Production layouts to support manually loaded lines that do not exist in the Site Card Master Data.

These fields allow users to capture additional information for plan lines when sites are not linked such as:

• Site Reference Numbers
• Height (M)
• Width (M)

The custom fields will remain linked to the line and can be referenced throughout the planning process and will appear accordingly on the schedule export.

Linking Production Lines to Media Lines

Production schedules can be linked directly to media schedules, allowing production costs to be reflected against the associated media activity.

1. Create both the Media Schedule and the Production Schedule within the campaign.
2. Modify () the Media Schedule header and select the relevant Production Schedule look up to create the relationship between the two schedules.
3. Create the required Production Plan Lines and link them to the appropriate Production Media Plan Lines within the schedule.
4. Schedule the production booking on the child line as required.

Once the production lines have been linked:

• Production costs will automatically be reflected on the related Media Schedule.
• The combined values will be included in schedule calculations.
• Linked production costs will also appear on exported schedule reports.

Linking Sites to Package Plan Lines

Sites can be linked to a package plan line to provide a detailed breakdown of the individual sites included within the package.

Adding Package Sites

1. Navigate to the package plan line and select the options menu ().
2. Select Detail.
3. Open the Packages tab.
4. Select the options menu ( ) and choose (+) Create Package Line.
5. Enter the relevant site information and package line details.
6. Select the Save icon () to add the site to the package.

Repeat this process for each site that forms part of the package.

Once saved, the package will display the associated sites, providing visibility of the individual locations included within the package booking.

Note: Proof of flighting on package plan lines is fully supported. Refer to OOH Proof of Compliance for more information. 

Newspaper Scheduling

Newspaper Calculated Fields

For Newspaper scheduling, inline calculations can be performed on the parent line using the following formula:

Height × Column Width × Rate Per Unit

Once these values are entered on the parent line, the child line values will automatically update to reflect the calculated result.

Digital Media Scheduling

Digital Plan Lines

MEplan supports multiple digital calculation models, which are configurable within the system’s configuration settings. The available visible calculable fields depend on the digital calculation model configured in the system. Calculation models support inclusive and exclusive setups where the non-media fees are either subtracted or added to the media costs. Other configurations such as cost inclusive impute and split parent by month when applied will effectively change the schedules' calculations and layout respectively.  

Non-Media Plan Lines

It is recommended that all non-media fees are configured before creating media plan lines on a digital schedule. When navigating into a schedule, the user is presented with the available non-media tabs above the schedule. 

1. To create a non-media fee, select the relevant tab (Ad Serving, Tech Serving, Management Fee, Brand Safety, AdOps) and capture the required information, including:
   • Medium Type
   • Description
   • Vendor
   • Any additional required fields
2. Select the Save icon ( ) once the information has been completed.

Non-media totals are displayed on their respective tabs. Values are visible in both Planned and Actual states.

Non-Media Fee Rules and Behaviour

When configuring non-media fees, note the following:

• Non-media fees can be calculated as a Rate, Percentage, or Flat fee.

• Descriptions should be clear and meaningful, as they are referenced on related media lines.

• The Vendor represents the supplier rendering the service and receiving payment.

• Supported Buying Types include:

  • Rate: Requires a value in the Rate field

  • Percentage: Requires a value in the Planned Percentage field

  • Flat: Requires a value in the Rate field

• Servable Medium defines the medium being served by the vendor.

• Servable Vendor defines the media vendor being served.

• Scheduling is always loaded using the vendor’s currency.

The non-media tab reflects the true non-media values, while the media tab displays estimated deductions until full calculations are completed.

Non-media calculations consider all applicable non-media fees when determining final media spend and goals.

Media Plan Lines

1. To create a media plan line, navigate to the Media tab on the schedule and complete the relevant fields, such as:
   • Medium Type
   • Platform
   • Medium Unit
   • Buying Method
   • Budget and Rate values

If non-media fee setups exist, they will be available for selection on the media line. Depending on system configuration, these fees may be auto-selected or require manual selection by the user.

Media Fee Calculation Definitions

When scheduling digital media, the following values apply:

• Budget Total: Gross amount payable by the client, inclusive of agency commission and non-media fees

• Budget Goal: Quantity derived from the Budget Total (e.g. impressions, clicks)

• Cost Less Agency Commission: Budget Total minus agency commission configured in NAV

• Goal Less Agency Commission: Adjusted goal based on the reduced cost

• Total Cost / Total Goal: Final values after all deductions, representing the true media planning values

Scheduling is performed using the vendor’s currency.

Plan Line Warnings for Negative Values: If the cumulative value of non-media fees exceeds the media line’s Budget Total, a blue warning indicator will appear. This warning alerts the user to review and adjust the entered values before saving or continuing. Negative or unrealistic values indicate that the non-media configuration is not aligned with the selected buying method or budget.

Non-Media Setups and Servable Buying Methods

This section outlines advanced non-media configurations and calculations used for brand safety, viewability, and third and fourth party services.

MEvision Buying Method Setup

Additional buying method configurations exist in MEvision to support non-media fees loaded as Rate buying types when linked to 1:1 ratio buying methods such as CPC, CPL, and CPE. The Default Estimated Impressions value must be configured on the Buying Methods table in MEvision.

Digital Non-Media Setups in MEvision

Non-media setups can be created on the Customer Card using the 3rd & 4th Party Servers table.

Here, users can specify the Servable Buying Method. When the Buying Type is set to Rate, the default Buying Method configured in MEvision is available for selection.

Once configured in MEvision, non-media setups automatically appear in MEPlan within the relevant tabs.

Digital Non-Media Setups in MEplan

When creating non-media setups directly in MEplan, the Servable Buying Method column becomes available when the Buying Type is set to Rate. The selectable buying method defaults to the configuration defined in NAV.

Creating Media Lines with Estimated Impressions

When creating media lines using 1:1 ratio buying methods (e.g. CPC, CPE), the Estimated Impressions field becomes editable.

Entering Estimated Impressions creates an additional Buying Method linked to the default Estimated Impressions Buying Method and recalculates accordingly.

Linking a Non-Media line with the default Buying Method (CPM) specified to a Media line where Estimated Impressions is filled in, results in calculating the Non-Media value off the estimated impressions.

For example: If you have a Non-Media line set up with a Rate of 0.1 and link it to the Media line with Estimated Impressions of 100 000. The Calculation will be the Rate of 0.1 divided by 1000 and then multiplied by the number of impressions. 

Calculation: Rate (0.1 per 1000) 0.1 / 1000 x 100 000 (No. Impressions) = R10

Removing or zeroing Estimated Impressions reverses this behaviour and recalculates non-media values to zero.

Linking a Non-Media line with the default Buying Method specified to a media line where estimated impressions is not filled in, results in a zero Non-Media value for the linked Non-Media.

If the Estimated Impressions are zeroed out on the Media line, the additional Buying Method will be deleted off of the Buying Methods table and adding the Estimated Impressions on the media line after it was saved, creates the additional buying method and re-calculates the Non-media calculations dependant on estimated impressions.

Creating an additional Buying Method line for the default Estimated Impressions Buying Method updates the media parent line with the Estimated Impressions and calculates all Non-Media with the newly calculated values. 

Deleting the additional Buying Method line with the default buying Method, clears the Estimated impressions on the media line and Re-calculates all associated Non-Media to that line.

Media Child Lines

Estimated impressions for the child lines are split based on the Total Goal of the Additional Buying Method matching the default Estimated Impression buying Method. The split also adheres to the number of days per month.

The Estimated Impressions View Type is not editable. Modifying the Planned Goal / Rate of the Media Child, adjusts the estimated impressions accordingly and proportionality. The total Planned Estimated Impressions will sum to the ‘Total Goal’ of the additional buying method the calculation is based off of.

Capturing an Actual on the Media child line will calculate the remaining child lines projected actuals as a ratio of the planned values. The related Non-Media should also calculate accordingly.

Non-Media Child Lines

Non-media child line values are calculated using the estimated impressions of linked media child lines and the parent non-media rate. 

Non-Media child lines of type Rate with a Buying Method specified has its child values calculated based off the Estimated Impressions of the Media Child lines its linked to and the Rate of the parent of the Non-Media parent. The rate is the rate per 1000 (Rate based on base qty of the buying method).

For example, if you take 3369 impressions from the Media child line and multiply that by the Rate of the Non-Media Parent and then divide by 1000 the total will be a value of 0.3369 rounded to 0.34 for that particular Non-Media child.

Actualised non-media values remain locked and are not affected by subsequent media changes.

A warning will appear on the Non-Media child if one of the Media lines has zero impressions

Media parent lines cannot be modified once linked non-media lines are committed

Scheduling with Phases and Monthly Splits

Phases

Campaign phases can be configured in the System Configurations table and selected on the schedule header using the Planning Phase field. Each phase may have its own schedule header and date range.

Split Parent by Month

When enabled on the Customer Card, plan lines automatically split by month for the duration of the schedule. This setting can be enabled or disabled via the plan’s configuration settings.

Exporting Digital Schedules with Phases

Digital schedules can be exported by selecting the required schedule headers and choosing Schedule Export. Exports are consolidated by phase and ordered according to the system configuration.

Mandatory Fields and Validation

Below is a list of the fields that exist and where they are mapped to in the system. The type of field (Free Text/Look up) is also identified as well as the associated calculation should it be a calculated field. 

Mandatory fields are defined by layout configuration and highlighted in red. If required fields are missing, the system displays a warning upon saving.

Certain fields such as Start and End Dates populate automatically based on the schedule's dates as well as Campaign Objective and Target Market if populated on plan creation. 

Estimated Impressions automatically populates if the CPM buying method is used and is free text if any other buying method is used. This field is also mandatory depending on the medium type which is a configuration done on the Medium Type card in MEvision.  

Field Name	Free Text Field	Lookup Field	Mandatory	Additional Notes
Vendor
Platform
Target Market				- Can be populated from the plan
Detailed Target Market
Geography
Campaign Objective				- Can be populated from the plan
Creative Detail (Format)
Placement (Medium  Unit)
Start & End Dates				- Adopt the dates of the schedule header
Buying Method/Type
Budget Total Cost				- Cannot be zero - Inclusive Config Calc = Media + Non-media fees, incl. Agency comm. - Exclusive Config Calc = Media fees only
Total Cost				- Net Media excl. Non-media fees. - Inclusive Config Calc = Budget Total Cost – Agency Comm – Total Non-media fees
Frequency
Estimated Impressions	If CPM is not used		Depends on Medium Type
Reach			All mediums except Search	- Calc = No of Impressions / Frequency
CPM (Rate/Unit)				- Rate is captured and calculates the Quantity (Goal / KPI) - No. of impressions is calculated if buying method is CPM. Other buying methods must be manually filled in
CTR				- Value = %
Total Goal (Clicks)				- If buying method is CPC then goal = clicks -  Rate is captured and Quantity is calculated (Goal / KPI)
CPC (Rate/Unit)				-  Rate is captured and Quantity is calculated (Goal / KPI)
ETR/VTR (Budget Goal)				- Value = % -  Appears on additional buying methods table
Engagements/Video Views (Budget Goal)				- If buying method is CPE then goal = Engagements - If buying method is CPV then goal = Views - Rate is captured and Quantity is calculated (Goal / KPI) - Number for impressions must be manually filled in if required
CPE/CPV (Rate/Unit)				-  Rate is captured and Quantity is calculated (Goal / KPI) - Number of impressions is calculated if buying method is CPM - All other buying methods must be manually filled in

Media Scheduling Calculations and Rules

This section outlines the MEvision configurations that control how media calculations are applied in MEplan, with a specific focus on the Impressions Mandatory setting and its impact on Estimated Impressions, Reach, and Buying Method behaviour.

MEvision Setups

An Impressions Mandatory checkbox is available on the Medium Type card in MEvision. This configuration determines whether Estimated Impressions and Reach must be captured when scheduling media.

All Medium Types require Impressions Mandatory to be enabled, with the exception of Search.

Estimated Impressions – Mandatory Logic

When Search is selected as the Medium Type:

• Estimated Impressions default to zero and are not mandatory.

• Reach will therefore also be zero.

For all other Medium Types where Impressions Mandatory is set to true:

• Estimated Impressions are mandatory, even if they are not system-calculated.

• Once Estimated Impressions are manually entered, Reach will calculate automatically.

Estimated Impressions and Reach by Buying Method

When CPM is selected as the Buying Method:

• Estimated Impressions and Reach are calculated automatically.

• The Rate is entered manually and used to calculate the Quantity (Goal / KPI).

When any other Buying Method is selected (CPC, CPV, CPE, CPI, CPL):

• Estimated Impressions and Reach do not calculate automatically.

• Estimated Impressions must be entered manually.

• Once Estimated Impressions are provided, Reach will calculate automatically.

• These fields remain mandatory due to the NAV configuration described above.

Reach Calculation

Reach is calculated using the following formula:

Reach = Number of Impressions ÷ Frequency

Buying Methods Table and Rules

Buying Methods Table

The following Buying Methods are supported in both MEvision and MEplan:

• Other

• Flat Fee

• Cost Per Click (CPC)

• Cost Per Mille/Thousand (CPM)

• Cost Per Engagement (CPE)

• Cost Per View (CPV)

• Cost Per Lead (CPL)

• Cost Per Acquisition (CPA)

• Cost Per Installation (CPI)

Buying Method Rules

CPE and CPV Mutual Exclusivity

CPE and CPV are mutually exclusive as primary Buying Methods:

• If CPV is selected as the primary Buying Method on the parent line, CPE cannot be added as an additional Buying Method.

• If CPE is selected as the primary Buying Method on the parent line, CPV cannot be added as an additional Buying Method.

CPA, CPI, and CPL Mutual Exclusivity

The following exclusivity rules apply:

• If CPL is the primary Buying Method, CPA and CPI cannot be added.

• If CPA is the primary Buying Method, CPI and CPL cannot be added.

• If CPI is the primary Buying Method, CPL and CPA cannot be added.

Non-Media and Scheduling

Non-Media setup and scheduling behaviour remain unchanged. The system supports the following Non-Media types:

• Ad Serving

• Tech Serving

• Management Fees

• Brand Safety

• AdOps

The following Buying Types are supported for Non-Media fees:

• Flat

• Percentage

• Rate

MEvision Non-Media Setups

Important: All Non-Media setups must be completed in MEvision prior to creating a digital schedule (campaign) in MEplan in order for the configurations to come through when scheduling. 

Agency Commission

Agency Commission is configured in MEvision at Brand level:

1. Navigate to the Customer Card.

2. Select the relevant Brand.

3. Open Brand Coordination from the Navigate tab.

4. Set the Coordination Type to Agency Com.

5. Enter the Commission Percentage and Inception Date.

6. Optionally set an Expiry Date.

If the Medium Type field is left blank, the Agency Commission applies to all media, including Ad Serving, Tech Serving, and Management Fees.

Third and Fourth-Party Servers

To automatically show Ad Serving, Tech Serving, and other related fees in MEplan:

1. Navigate to the Customer Card in MEvision. 

2. Select 3rd and 4th Party Servers from the Navigate ribbon.

3. Configure the Non-media fee records as required.

General Setup Rules and Variations

• If no Brand is specified, the fee applies to all brands for the customer.

• Serving Medium and Serving Medium Unit must be specified.

• Serving Vendor (the vendor providing the service) must be selected.

• Servable Medium (e.g. Social, Search) is optional; if left blank, the setup applies to all Medium Types.

• An Inception Date is mandatory; plan lines must fall within the active date range.

• Fees can be entered as either an Amount or Percentage, or completed in MEPlan.

If an Ad or Tech Serving vendor is not linked to the Ad/Tech Serving Master Medium Type Code, it will not be selectable in the Serving Vendor lookup.

MEvision-based setups are automatically defaulted onto media lines in MEplan when the setup parameters are met. Where multiple valid setups exist, MEplan selects the most relevant configuration based on defined parameters.

Example 1:
An Ad Serving setup is created with Search specified as the Servable Medium.
When a Search media line is scheduled in MEplan, the corresponding Ad Serving fee is applied automatically.

Example 2:
An Ad Serving setup is created with Search as the Servable Medium and a specific Vendor.
When a Search media line is created in MEPlan using that vendor, the correct Ad Serving fee is automatically linked.

Management Fees

Management Fees are configured in the 3rd and 4th Party Servers table in MEvision. 

Important: To create a Management Fee, the associated Medium Type must be flagged as Is Management Fee on the Medium Type Card (General tab). The Management Fee vendor must be linked to the same Medium Type on the Vendor Card.

Management Fee setups require:

• Serving Medium

• Serving Medium Unit

• Serving Vendor

• Amount or Percentage

If the Serving Medium is left blank, the Management Fee applies to all media in the schedule. Alternatively, it can be restricted to specific Medium Types.

Once all MEvision configurations are completed, they automatically integrate into MEplan. When a new digital schedule is created, all applicable Non-Media setups appear in the relevant Non-Media tabs on the schedule.

Planning and Actualisation

Planning and actualisation control how digital plan values are distributed over time and committed to MEvision. This process ensures that planned values, actual spend, and goals remain aligned across MEPlan and NAV throughout the campaign lifecycle.

Monthly Planning

Once parent plan lines are saved, MEplan automatically distributes the planned values proportionately across the associated months based on the number of days in each month.

The planning process then continues at child line level, where the user can manually edit () monthly child lines to allocate planned budgets, impressions, or goals per month.

1. Select the edit icon () on the right-hand side of the relevant line to enter values into the Planned column.
2. Select the save icon ( ) on the right of the line once planning is complete. 

During planning:

• Planned column values are editable on each monthly child line 

• Totals across all months always reconcile back to the parent line

• Any redistribution maintains proportional accuracy unless manually overridden

The Actual values initially mirror the Planned values. The final month automatically holds any remaining balance to ensure that the total planned budget or goal exactly matches the parent line totals.

Actualisation

Note: Actualisation can only take place when bookings are in a booked status. 

Actualisation occurs when a user begins updating values in the Actual column.

1. To actualise values, the user must be viewing the schedule in either:
   • Goal view, or
   • Rate Card view
2. Select the edit icon () on the right-hand side of the relevant line to enter values into the Actual column.
3. Select the save icon ( ) on the right of the line once actualising is complete. 

When actual values are entered, remaining uncommitted months redistribute proportionately based on what has already been actualised.

Redistribution recalculates remaining months as closely as possible to the original planned split.

Any change to an actualised value immediately triggers synchronisation with MEvision and the Media Order respectively. 

Note: For more detailed information on booking statuses and symbols refer to https://kb.it-s.co.za/books/bookings/page/scheduling-bookings

Voiding

To void a booking that has a Media Order linked to it:

1. Change the booking value to 0 when in view type Rate Card or Goal. 

2. Once voided, the booking can be set back to Auto when the child line is in the editable state and selecting the down arrow symbol  () of the child line, returning it to an uncommitted state.