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General MEplan Workflow Structure

System Navigation

The general MEplan workflow structure is as follows:    A ‘New Plan’ (Campaign) is created. Th...

Updated 4 weeks ago by Holly

Campaigns

Media Media Buying/Planning

Creating, amending and tracking media campaign/s and their respective bookings is covered in this...

Updated 2 months ago by Holly

Media Purchase Credit Memos

Media Media Finance

Updated 2 months ago by Holly

Media Purchase Invoices

Media Media Finance

Updated 2 months ago by Holly

Media Sales Credit Memos

Media Media Finance

Updated 2 months ago by Holly

Media Sales Invoices

Media Media Finance

Updated 2 months ago by Holly

Master Data

Media Media Finance

Customer List Vendor List

Updated 2 months ago by Holly

Reports

Media Media Buying/Planning

Updated 2 months ago by Holly

Material

Media Media Buying/Planning

Updated 2 months ago by Holly

Proposals

Media Media Buying/Planning

Updated 2 months ago by Holly

Setup Booking Deals and Media Intercompany

Media Media Setup

The below list details the setups required for Booking Deals and Media Intercompany. Select the l...

Updated 2 months ago by Holly

Setup Purchase and Payables

Purchase and Payables Setup Purchase and Payables

The below list details the setups required for Sales and Receivables.  Select the link for detail...

Updated 2 months ago by Michelle

Create Customer Brand Cards

Sales and Receivables Customer Cards

Brands are linked to customers for an added level of transacting.  Customer brands could have a d...

Updated 2 months ago by Michelle

Create Customer Cards

Sales and Receivables Customer Cards

Customer cards can be created from the Customer List, either by manually entering data in all req...

Updated 2 months ago by Michelle

Setup Sales and Receivables

Sales and Receivables Setup Sales and Receivables

The below list details the setups required for Sales and Receivables.  Select the link for detail...

Updated 2 months ago by Michelle

Manual Billing Setup

Sales and Receivables Setup Sales and Receivables

Manual Billing Codes are setup to default G/L accounts on the financial sales document lines.  If...

Updated 2 months ago by Michelle

Document Layouts

Sales and Receivables Setup Sales and Receivables

Document Layouts are pre-determined layouts that can be applied to various document types at the ...

Updated 2 months ago by Michelle

Fixed Asset Depreciation

Fixed Assets Fixed Assets

The Calculate Depreciation function may be used to systematically calculate fixed asset depreciat...

Updated 2 months ago by Michelle

Setup Fixed Assets

Fixed Assets Fixed Assets

The below list details the setups required for Fixed Assets. Select link for detail To.....

Updated 2 months ago by Michelle

Fixed Asset Analysis and Reporting

Fixed Assets Fixed Assets

Business Central has many built-in fixed asset reports and analytics tools The Fixed Asset Book ...

Updated 2 months ago by Michelle