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Chase List Exports

Exporting Reports

Exporting Chase Lists Chase Lists are generated from the Plan Lines reporting area. To export a...

Updated 2 months ago by Holly

Cost Estimate Exports

Exporting Reports

Exporting Cost Estimates Cost Estimates can be generated for individual schedules or combined ac...

Updated 2 months ago by Holly

Schedule Exports

Exporting Reports

Exporting Schedules Schedules can be exported individually or in bulk directly from the Plan. T...

Updated 2 months ago by Holly

Linking Customer POs to Schedules and Plan Lines

Budgets and Purchase Orders

Linking a Customer PO allows MEplan to track budget usage and remaining balances. To link a PO t...

Updated 2 months ago by Holly

Attaching Customer PO Documents

Budgets and Purchase Orders

Customer PO documents can be attached directly to the PO record. To attach a document: Sele...

Updated 2 months ago by Holly

Creating Customer Purchase Orders

Budgets and Purchase Orders

To create or manage Customer Purchase Orders: Navigate to the Budgets tab on the plan S...

Updated 2 months ago by Holly

Digital Media Scheduling

Bookings

Digital Plan Lines MEplan supports multiple digital calculation models, which are configurable w...

Updated 2 months ago by Holly

Traditional Media Scheduling Nuances

Bookings

Television Scheduling Television Telmar Imports Television schedules can be populated using Tel...

Updated 2 months ago by Holly

Scheduling Bookings

Bookings

Creating Schedule Plan Lines  To manually create a plan line within a schedule, select the sch...

Updated 2 months ago by Holly

Non-Financial Changes

Booking Amendments

Note: Non-financial changes do not affect booking values or billing. These changes are allowed ...

Updated 3 months ago by Holly

Glossary of Terms

Glossary

Purpose of the Glossary The glossary serves as a central reference that defines key terms, conce...

Updated 3 months ago by Holly

Compliance Status on the Dashboard

OOH Proof of Compliance

Users can monitor compliance progress directly from the Dashboard by selecting Compliance from th...

Updated 3 months ago by Holly

Pay-to Vendor Validations

Media Booking Purchase Orders

Note: The system validates Pay-to Vendors linked to Media Vendors during Media Order creation. ...

Updated 3 months ago by Holly

Viewing PO Values and Budget Breakdown

Budgets and Purchase Orders

Customer Purchase Orders can be viewed in multiple locations: The Totals tab on the campaign...

Updated 3 months ago by Holly

Schedule Navigation

Bookings

Navigating the Schedule View The Schedule is divided into two main sections: Schedule Line ...

Updated 3 months ago by Holly

Tabs Within the Plan

System Navigation

Each plan contains a set of tabs and sub tabs that organises all information and actions related ...

Updated 3 months ago by Holly

Campaigns

Media Media Buying/Planning

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

Updated 5 months ago by Holly

Media Purchase Credit Memos

Media Media Finance

Updated 5 months ago by Holly

Media Purchase Invoices

Media Media Finance

Updated 5 months ago by Holly

Media Sales Credit Memos

Media Media Finance

Updated 5 months ago by Holly