Vendors & Trade Partners
A Vendor is anyone we issue a PO or pay a bill to. A subset of vendors are Trade Partners — the actual construction trades (framers, plumbers, HVAC, etc.) who get login access to the Trade Portal.
At a glance
- 17,090 vendors in the test database, 5,626 active vendor bids.
- A Trade Partner is a vendor that gets Trade Portal logins (one row per Contact under the Vendor).
- Bills don’t pay until (a) the builder approves the work and (b) the vendor uploads a lien waiver.
- A trade can work for multiple Smith Douglas affiliates — cross-affiliate access is checked nightly.
Tables
Section titled “Tables”The master is Vendor. Bid pricing lives in VendorBid / VendorBidResource. Lien waivers live in VendorActivityLienWaver*. BC sync lives in TransmissionVendor*.
Full Vendor table reference
| Table | What |
|---|---|
Vendor | Master record. |
vwLookupVendor, vwLookupVendorByContact, vwLookupVendorNoEmployee | Lookups for the apps. |
vwLookupTrades, vwLookupTradesFiltered | Trade-partner subset. |
Resource | Materials and labor SKUs (~43,200 rows). |
vwLookupResourceWithoutVendorBid | Resources nobody has bid on (red flag). |
VendorBid, vwLoadVendorBid* | Active bids per project / division. |
VendorBidChangeRequest + VendorBidChangeRequestStatus | Pricing-change requests submitted via the portal. |
VendorActivityLienWaverReq, VendorActivityLienWaverTrans | Lien waiver tracking. |
TransmissionVendor* | Pushes vendor info to Business Central. |
vwLookupContactTradePartner | Contacts who work for a trade partner. |
Cross-affiliate access
Section titled “Cross-affiliate access”A trade can work for multiple Smith Douglas affiliates (companies). The grant table is checked nightly by TradesAccessingMoreThan1Company.sql.
Lien waivers
Section titled “Lien waivers”Before a bill can be paid, the vendor must submit a signed lien waiver for the activity / job. Trades use either the Trade Portal (lien-wavers.aspx) directly or the DocuSign workflow (docusign/ folder in the Trade Portal). The Vendor Activity Lien Waiver tables track requests outstanding and transactions completed.
Trade Portal access
Section titled “Trade Portal access”A trade partner gets a login created from a Contact under their Vendor. Tracked via TradePortalUsers.sql and TradePortalContacts.sql. The portal’s home page (default.aspx) shows their open POs, schedule, lien waivers, and change requests.
Where in the apps
Section titled “Where in the apps”- SMART → Project Management → Vendor / Trade Bid Management.
- SMART 2.0 → administration/ for vendor maintenance.
- Trade Portal: every page.
- Builder Portal → TradeContacts.aspx to look up a trade contact in the field.