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Once a Media Order reaches Internal Approval status, it can be sent to the vendor: Open the Media Order. Select the Media Order's options menu ( ) and choose Send Purchase Order. Complete the send options: Vendor email address Export ...

Adding Bookings to Existing Media Orders To add additional bookings to an existing Media Order: Open the Media Order. Select the Media Order Lines' option ( ) menu and choose Add to Existing PO. Tick the booking(s) to be added. Select Add...

Media Orders support revision tracking: Any change to a Media Order will increment the Revision number. Changes made at booking-line level (e.g. adding or removing discounts) will also update the revision on the affected booking line. When repri...

If the Pay-to Vendor needs to be updated: Navigate to the Media Order via: The Media Purchase Orders tab on the plan, or Directly from the booking. Locate the Media Order to be updated. From the list, select the Media Order line's ...

If a booking fails to: Update to Booked status, or Commit correctly to MEvision, or Encounters a processing error Once the underlying issue has been resolved: Navigate to the Media Order line item. Select the line's options menu (...

Note: The system validates Pay-to Vendors linked to Media Vendors during Media Order creation. Validation is based on: Vendor status Effective start and end dates relative to the plan duration  Multiple Pay-to Vendors Linked to a Media Vendo...

Accessing Plan Analysis To create or manage pivot layouts, a user can either: Navigate to Plans from the left-hand menu and select Plan Analysis, or Navigate directly to the Analysis tab within an open plan or schedule.  Creating a New Pivot Re...

Note: The Totals tab provides a financial summary of the campaign, displaying overall budget allocation, actual spend, and remaining or overspent amounts. To access this view, navigate to the Totals tab on the plan or schedule. Total Planned View Th...

Note: Request-contract functionality must be configured in NAV on the Vendor Card → Contract Source → Vendor.  This workflow applies when the planner/requester requests a contract directly from the Media Owner. Generating a Contract Request Once th...

Note: This workflow applies when the planner generates and sends a contract directly to the Media Owner. Generating a Contract Navigate to the Contracts tab on the schedule. Enter a Description and select the Media Owner, then Save ().  Ope...

Users authorised to approve contracts must upload a digital signature. Navigate to My Profile from the dashboard. Select Update My Profile. Upload a signature and initials. Select Update to save.

Materials (Artwork) must be created and linked to schedule plan lines before compliance can be requested. Creating Materials To create a material: From the left menu, navigate to Master Data>Materials section. Select the material's options menu...

To request proof of compliance: Navigate to the Schedule. Select the booking line/s requiring compliance by ticking the checkbox on the left. Open the schedule's options menu ( ) and choose Request Compliance. Select: Media Owner (Ven...

The Media Owner receives an email containing a unique access code linking them to the MEplan compliance portal. Media Owners are required to upload: Long-range images Close-up images Key functionality: Up to 10 images can be uploaded per s...

Once images are uploaded, the user receives an email notification. By selecting the Authorise link in the email, the user will be directed to the approval pop-up automatically.  To review compliance: Navigate to ME Plan > Compliance from the left-hand me...

If images are rejected: A rejection reason must be provided The site's compliance status updates to Rejected in red No images are visible in the schedule’s Compliance view If one image is approved and another rejected: The vendor is no...

Users can monitor compliance progress directly from the Dashboard by selecting Compliance from the status dropdown. This provides visibility into: Pending approvals Approved compliance Rejected compliance Partially approved submissions

If compliance is still pending, it can be cancelled by: Selecting the plan line's options menu ( ) and choosing Cancel Compliance Request, or Right-clicking the booking value on the schedule, selecting Compliance, then Cancel A notification ema...

Once compliance is completed, proof can be sent to the client in PowerPoint format. To send proof of compliance: Navigate to the Schedule. Select the schedule's options menu ( )  and choose Send Proof of Compliance. Select the vendor and date ...

To upload rate cards into the system: Navigate to the Vendor Card via the Master Data tab in the left-hand menu. Search for and select the relevant vendor. On the right-hand side of the vendor record, select the Document icon ( ) to open the vendor’s Rat...