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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 The To...

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.