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This article explains how to book plan items and then change or cancel booked plan items.

Introduction

Once a plan item has been approved, it usually has to be booked with the publisher.

The publisher is sent an insertion order by email. The insertion order includes all selected plan items. Plan items that involve several months are split at the end of each month in the insertion order.

Before a plan item can be booked, an invoice recipient has to be defined in the category tree.

Canceling a plan item

Plan items that have already been booked but have not yet been started can often be canceled in consultation with the publisher. Whether cancelation will result in cancelation costs must be clarified with the publisher on a case-by-case basis.

If there are no cancelation costs, the booked placement amount is set to zero (applies to volume-based models, e.g. CPM, CPC). The costs are then automatically set to zero.

As a canceled plan item can no longer be changed, the price for plan items based on a fixed-price invoicing model must be changed to zero or to the cancelation fee agreed upon with the publisher prior to cancelation.

If a plan item based on a different invoicing model results in cancelation costs, the invoicing model may have to be changed to a fixed-price invoicing model for the cancelation costs to be included.

Changing a plan item

When a plan item that has already been initiated needs to be stopped because of unsatisfactory service values, this is classified as a change.

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Instructions

Booking a plan item

• Select the plan items to be booked by activating the plan item’s checkbox
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• Click the “Publisher” button
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• Select "insertion order" from the drop down list
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• Select the recipient from the list of invoice recipients
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• You can also enter a comment that will appear on the insertion order by opening the email 
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• Click “Send”.

Canceling a plan item

• Make any changes regarding booked amounts, prices and invoicing model (see above)
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• Open the context-menu (right mouse click on plan item)
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• Select "Cancel" from the list
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• Confirm the cancelation
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Changing a plan item

• Make any changes regarding booked amounts, prices and the invoicing model (see above)
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• Send a new insertion order for the plan item you wish to change. Add a comment indicating the fact that this is a change order.