Published at: 2026-10-12
TPM Campaign Management core terms
Reference the objects, nodes, and rule terminology used in Campaign Management.
Core concepts at a glance
This module uses campaign types to define processes. Campaign plans and campaign applications carry a campaign. Agreements, evidence, audits, and write-offs record execution and expense results.
Processes and objects
| Term | Description |
|---|---|
| Campaign app | On the web, open More > Campaign from the main navigation. On mobile, use the Campaign custom app Workstation. |
| Campaign node | A step in the campaign process. Preset nodes include Campaign Plan, Campaign Application, Campaign Agreement, Promo Proof, Campaign Audit, Store Expense Write-off, Store Expense Disbursement, and Dealer Expense Write-off. Enterprises can also create custom nodes. |
| Campaign type | Builds the complete campaign management process. A campaign type consists of multiple ordered campaign nodes, with business rules configurable for each node. Campaign administrators can create one quickly by scenario. |
| Campaign plan | A pre-campaign plan. It is the regional master plan used as the basis for later campaign applications. |
| Campaign application | An individual campaign case for a dealer. Users can launch one directly or submit an application from a master plan. |
| Campaign agreement | An agreement that a participating store signs to define execution standards and expenses. |
| Promo Proof | The sales representative reports campaign execution at the store, or records it later on the web. |
| Campaign audit | The auditor evaluates evidence as qualified or unqualified. |
| Store Expense Write-off | writes off execution expenses for stores each month. |
| Store expense disbursement | Issues expenses to stores that meet the requirements based on periodic Write-off Results. The entry point is CRM > Sales Orders. |
| Dealer Expense Write-off | The activity owner starts a prepaid-Expense Write-off request for the dealer. It takes effect after approval and is added to the campaign’s written-off expenses. |
| Write-off evidence | The preceding node specified for a write-off node in the campaign type. Users review that node’s data within the write-off period when starting and approving a write-off. |
| Expense item | Expense master data that Campaign can reference, such as shelf/layer, endcap/layer, display pile/unit, tasting, promoter, and advertising. Maintain it as business master data. |
| Campaign app license | Authorizes roles to use Campaign features and consumes product-use quota. Creating or editing Campaign Plan, Campaign Application, Campaign Agreement, Promo Proof, Campaign Audit, Store Expense Write-off, and Expense Write-off is controlled by this license. |
Campaign type scenarios
| Scenario | Content that can be defined | Common process |
|---|---|---|
| Display / distribution | Product scope and display standards | Minimal, standard, or detailed |
| Tasting | Products used and tasting location | Standard or detailed |
| Livestream / e-commerce | Configured as needed by the enterprise | Minimal: Campaign Application + Expense Write-off |
| Channel promotion | Promotion rules | Minimal application only; standard includes plan and application |
| Custom | Configured as needed | Application, agreement, evidence, audit, and write-off by default |