Expense Classification- Not Working

The most common issue that causes expense classification to be inactive is the use of a custom location

• A custom location is an alternative location that is created by the user and is not a confirmed location
  • Custom location cannot be searched for or located on the location page
  • The only place to view custom location is via the user’s page on the backend. They will be displayed as “Own Locations”

• To confirm that a user has selected a custom address, shadow in as the user
• Proceed to the cart and check the drop down for “Shipping and billing to”
• To access the expense classification feature, you must have a confirmed location selected under the billing location
  
  
  • Advise customer adjust the “Shipping and billing to” to a confirmed location
  • You can also click “Shipping to a different address?” in order to leave the custom address as the ship to address, but change “Items billing to” field to a confirmed location
  • Once the billing address is changed to a confirmed location, the expense classification will activate and the user can expense classify their items
  • If this doesn’t correct the issue or the error is occurring with a confirmed address, contact Elliot Schulz (elliot@purchasingplatform.com) for additional troubleshooting