Loading Discounts and Surcharges
This chapter explains how discounts and surcharges are applied at booking, plan line, and bulk levels within MEplan. It also outlines how discount visibility, editability, and inheritance behave across schedules and how Discount Groups configured in MEvision sync with MEplan. It is important to note that modifying or deleting discount/surcharges must be done in the same manner that they were applied. 

Booking Deal Discounts
Applying Discounts and Surcharges at Booking Level 

 Applying Booking Deal Discounts 

 Discounts and surcharges can be applied directly at booking level via the Booking Deal screen. 

 To access Booking Deals: 

 

 

 In Month View , select a booking value within the calendar 

 

 

 In Day View , select the booking value for the specific date 

 

 

 Within the Booking Deal pop-up: 

 

 

 Select the Discount or Surcharge Type 

 

 

 Enter either a percentage (%) or a value 

 

 

 Specify whether the discount or surcharge is applied to the Customer 

 

 Select Save ( ) to apply the change 

 

 The Booking Deal pop-up includes multiple tabs that provide visibility into all discount sources associated with the booking: 

 

 

 Vendor Deal Discounts: Displays discounts applied on the vendor side 

 

 

 Customer Deal Discounts: Displays discounts applied on the customer side 

 

 

 Discounts: Displays a consolidated view of all discounts applied to the booking 

 

 

 Editing Booking Deal Discounts 

 To amend an existing discount: 

 

 

 Select the edit icon ( ) on the discount line 

 

 

 Update the percentage or value 

 

 Specify whether the modification applies to the Customer 

 

 Select Save ( ) to apply the change 

 

 

 

 Note: 

 

 

 The Discount Code and Discount Type are not editable 

 

 

 If these need to be changed, the discount must be removed and recreated 

 

 

 

 Removing Booking Deal Discounts 

 To remove a discount or surcharge: 

 

 

 Set the percentage or value to 0 

 

 Specify whether the modification applies to the Customer 

 Select Save ( ) to apply the change 

 

 The discount will be removed from the booking.

Plan Line Discounts
Applying Discounts and Surcharges at Booking Level 

 Applying Plan Line Discounts/Surcharges 

 Plan Line Discounts apply to  all bookings associated with a specific plan line . 

 To add a Plan Line Discount: 

 

 

 Open the plan line options menu ( ) 

 

 

 Select Line > Plan Line Discounts 

 

 

 Select the Add (+) icon to add a new line 

 

 

 Choose the Gross/Nett, Pre/Post Rate, Discount Type and enter the relevant value or percentage 

 

 

 Select Save ( ) to apply  

 

 

 When saving, the user can choose: 

 

 

 Whether the discount applies to the Client , the Vendor , or both 

 

 

 Whether the discount should be applied to existing bookings on the line 

 

 

 If Yes is selected, the discount updates all existing bookings on the plan line. If No is selected, the discount applies only to bookings created after the discount was added. 

 Modifying Plan Line Discounts 

 To modify a Plan Line Discount: 

 

 

 Select the edit icon (  ) on the discount line 

 

 

 Apply the modification 

 

 Select Save ( ) to apply  

 

 When saving, the user can choose: 

 

 

 Whether to update existing discounts (Existing bookings) 

 

 Whether to update all discounts (Existing and new bookings) 

 Whether to update none (No changes are made) 

 

 Removing Plan Line Discounts 

 To delete a Plan Line Discount: 

 

 

 Select the delete icon ( ) the discount line 

 

 

 The discount will be removed from both the Plan Line Discounts menu and all affected bookings.

Bulk Discounts/Surcharges
Applying Bulk Discounts/Surcharges 

 Bulk Discount Updates allow users to apply or remove discounts and surcharges across multiple bookings simultaneously, based on Vendor / Media Owner and date range criteria. 

 To perform a bulk update: 

 

 

 Select the schedule's options menu (   ) on the right-hand side of the schedule 

 

 

 Choose Update Discounts 

 

 

 The Bulk Update Discounts pop-up allows the user to define: 

 

 

 Vendor / Media Owner 

 

 

 Discount or Surcharge start and end dates 

 

 

 Discount Type 

 

 

 Select the Add Discount check box  

 

 

 Discount value or percentage 

 

 

 Whether the discount should be passed on to the Customer 

 

 

 Once all required fields are completed, select Update to apply the changes. 

 

 Note: Bulk discounts can only be added or removed but not modified.  

 

 Deleting Bulk Discounts/Surcharges 

 The Bulk Update Discounts pop-up allows the user to define: 

 

 

 Vendor / Media Owner 

 

 

 Discount or Surcharge start and end dates 

 

 

 Discount Type 

 

 

 Select Remove Discount   

 

 

 Once all required fields are completed, select Update to apply the changes.

Discount Groups on Parent Lines
Discount Groups on Parent Lines 

 Discount Groups are configured in MEvision   and may consist of one or more discount types grouped together. 

 Discount Groups can be set to auto-load in MEvision. When auto-load is enabled, the Discount Group automatically appears on the parent plan line in MEplan. 

 Discount Group Applicability Rules 

 Discount Groups are governed by the configuration parameters defined in MEvision, which may include: 

 

 

 Customer 

 

 

 Medium Type 

 

 

 Vendor 

 

 

 Date range 

 

 

 Additional qualifying criteria 

 

 

 A Discount Group selected or auto-loaded on a parent line in MEplan will only apply if the plan line meets all corresponding MEvision configuration criteria . 

 If the plan line does not meet the defined parameters, the Discount Group will not apply.