Published at: 2026-10-12

Maintain expense items

Maintain expense items that Campaign can reference in one place.

Overview

Expense items are master data referenced by campaign applications and agreements. The enterprise centrally maintains names, unit prices, and billing methods so campaign execution uses consistent item definitions instead of ad hoc expense names.

Before you start

❗
  • You have access to the Expense Items object.
  • You can open the Campaign app.

Procedure

View the item list

  1. Go to Campaign > Campaign Management > Expense Items.
  2. Review existing expense items. Preset items for consumer goods scenarios include shelf, endcap, hanging net, hanging strip, display pile, freezer, tasting, promoter, and advertising.
Expense item list

Create an expense item

  1. Click the New entry.
  2. Enter the expense item details on the object creation page.
  3. Save.
Create an expense item

View and edit

  1. Open the expense item details and check the standard.
  2. Click Edit on the details page. After an item is disabled, new campaigns cannot select it.
Expense item details

Verification

  1. Confirm that the new item appears in the expense item list.
  2. When creating a campaign application, confirm that the expense item can be referenced.

Notes

  • Expense items are master data referenced by campaigns.
  • Disabling an item does not affect applications and evidence records that already exist.

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