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Requesting Contracts
Note: Request-contract functionality must be configured in NAV on the Vendor Card → Contract...
Sending Contracts
Note: This workflow applies when the planner generates and sends a contract directly to the Med...
Media Order Retry Functionality
If a booking fails to: Update to Booked status, or Commit correctly to MEvision, or ...
Changing the Pay-to Vendor on a Media Order
If the Pay-to Vendor needs to be updated: Navigate to the Media Order via: The Media Pu...
Revisions to Media Orders
Media Orders support revision tracking: Any change to a Media Order will increment the Revis...
Adding and Deleting Bookings
Adding Bookings to Existing Media Orders To add additional bookings to an existing Media Order: ...
Sending Media Orders to Vendors
Once a Media Order reaches Internal Approval status, it can be sent to the vendor: Open the ...
Media Order Authorisation
Media Order approvals are controlled by user permissions. Users with media order approval ri...
Creating New Media Orders
Important: If a Media Customer Order is required for a client, the Customer Purchase Order (PO)...
Discount Groups on Parent Lines
Discount Groups on Parent Lines Discount Groups are configured in MEvision and may consist of o...
Bulk Discounts/Surcharges
Applying Bulk Discounts/Surcharges Bulk Discount Updates allow users to apply or remove discount...
Chase List Exports
Exporting Chase Lists Chase Lists are generated from the Plan Lines reporting area. To export a...
Cost Estimate Exports
Exporting Cost Estimates Cost Estimates can be generated for individual schedules or combined ac...
Schedule Exports
Exporting Schedules Schedules can be exported individually or in bulk directly from the Plan. T...
Linking Customer POs to Schedules and Plan Lines
Linking a Customer PO allows MEplan to track budget usage and remaining balances. To link a PO t...
Attaching Customer PO Documents
Customer PO documents can be attached directly to the PO record. To attach a document: Sele...
Scheduling Bookings
Creating Schedule Plan Lines To manually create a plan line within a schedule, select the sch...
Non-Financial Changes
Note: Non-financial changes do not affect booking values or billing. These changes are allowed ...
Glossary of Terms
Purpose of the Glossary The glossary serves as a central reference that defines key terms, conce...
Compliance Status on the Dashboard
Users can monitor compliance progress directly from the Dashboard by selecting Compliance from th...