How to add a vendor to the Community Vendor Table (CVT)

Owned by Sean Connaghan (ITD)
Last updated: Mar 15, 2018
2 min read

The purpose of this job aid is to help guide a user on how to update the Community vendor table (CVT) in UCS

The community vendor table is the backbone of a lot of functionality in SchedulePro.  From task assignment to Work Order selection, if a vendor is not in the CVT they can not be selected. If they are not in the CVT they can not even create a SchedulePro profile.

Step-by-step guide


The vendor has to be a valid vendor for your division. Ask your vendor admin to grab or set up the vendor if need be.

  1. The vendor has to be a valid vendor for your division. Ask your vendor admin to grab or set up the vendor if need be.
  2. The vendor has to be valid in account 121. This is done in the Vendor Account screen:

    1. V – Vendors

    2. A – Vendor Account Set-Up

    3. Find the vendor number and modify to add the accounts:

  3. Then add the vendor to the appropriate phase/activities. This is done in the Vendor Phase Set-Up screen:

    1. V – Vendors

    2. P - Phase Activity Set-up

    3. Find the vendor number and modify to add the necessary phase/activities:

  4. Then add the vendor to the Community Vendor table. Access to modify this screen requires special access by Accounting.  This can be requested via the IT request form on the Intranet:

    1. C – Community

    2. V – Community Vendor

    4. The primary vendor flag of Y will force this to be the vendor that pulls into your estimate.  A flag of N will not pull costing into your estimate.

 *Special thanks to Corky Carlson for putting this job aid together*