Vendor Bids & Price Books

A Vendor Bid is the bridge between a Vendor and a Resource. It says: “For this Project, I will supply Resource X at $Y for unit Z.” The estimate engine looks up the right active bid when it runs.

At a glance

• Vendor Bid = internal cost (what we pay). Price Book = external sale price (what we charge buyers for options).
• A Vendor Bid is keyed by Project + Vendor; pricing detail per resource is in VendorBidResource.
• A bid is “active” between EffectiveDate and ExpirationDate; expired bids show $0 in the estimate.
• New / updated bids do not retroactively reflow already-estimated lots — set Lot.ProcessEstimate=1 to re-estimate.

Tables

VendorBid is the header (one row per Vendor + Project); VendorBidResource is the per-resource pricing. Mid-bid changes flow through VendorBidChangeRequest.

Full Vendor Bid table reference

Table	What
VendorBid	Header — Vendor + Project + status.
VendorBidResource	Per-resource pricing detail.
vwLoadVendorBid, vwLoadVendorBidChangeLog, vwLoadVendorBidResource	Used during bid load.
VendorBidChangeRequest + Status	Mid-bid change requests submitted via the Trade Portal.
vwLookupResourceWithoutVendorBid	Resources missing an active bid (a red flag at estimate time).

Bid load process

Bids are loaded from spreadsheets via the SMART → Project Management → Bid Load module. The CSR folder has a few utilities for fixing bid issues.

CSR utilities for bid maintenance

• Vendor Bid Deleting and ReAdding.sql
• Vendor Bid Resource - Price Updates Only New Prices.sql
• TradeBidResourcesNotInEstimates.sql
• VendorBidChangeLog_Transfer1.sql
• VendorBidComparison.sql
• Trade Bids Final_Update With Project.sql

Price Books

Where Vendor Bids are internal (cost), Price Books are the sale prices we charge buyers for options. They tie to Sellable Plans and Sellable Options.

Price Book tables and refresh history

• vwLoadPriceBookSellableOption
• vwLoadPriceBookSellablePlan
• vwLoadPriceBookSellablePlanOption
• vwLoadPriceBookCostBookLog / vwLoadPriceBookRefreshLog — refresh history.

They are typically maintained by the Sales / Pricing group, while Vendor Bids are maintained by Project Management / Construction.

Where in the apps

• SMART → Project Management → Vendor Bid / Resource / Price Book.
• Trade Portal → quick-view.aspx shows the trade their current bid prices for the project.
• SMART 2.0 → product-development has the bid-history dashboards.