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Rate cards can also be viewed during the scheduling process:  When selecting a vendor on a plan line, click the arrow icon ( ) on the right-hand side of the vendor field. A pop-up window will appear displaying the available rate card documents for that ve...

The Documents tab, located within the Detail tab on the plan, stores all documents related to the campaign. To upload a document: Select the options menu (). Choose Create Document. Select the appropriate Document Type. Upload the file and...

Purpose of the Glossary The glossary serves as a central reference that defines key terms, concepts, and system-specific language used throughout MEplan. Its purpose is to ensure a clear and consistent understanding of terminology related to planning, schedul...

Note: Non-financial changes do not affect booking values or billing. These changes are allowed on all booking statuses and can be made directly in MEplan, with updates synchronising back to MEvision. Permitted Non-Financial Amendments Depending on the me...

Note: Financial changes are amendments that impact the value of a booking or placement. Key Rules Financial changes can only be made in MEplan when bookings are in: Planned (Uncommitted) Booked (Committed) For Customer Invoiced (Lo...

General Rules Non-financial changes are permitted on all booking statuses, including: Planned Booked Customer Invoiced Vendor Invoiced Financial changes are only permitted when: The booking is in Planned or Booked status,...