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ALTA PurviewVendor Universe
Summary
Standard Operating Procedures IT
Vendor Universe
Author Confluence SyncLast edited by Format Sweep (+1)Updated Jul 6, 2026
The Vendor Universe defines the complete set of organizations that should be considered for Vendor Relations outreach and management. It is the authoritative starting point for any staff member building vendor lists, running sponsorship campaigns, or auditing vendor engagement history.
In effect since Jun 18, 2026 · next review Dec 15, 2026 (in 128 days).
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Similar to the Compliance Universe, the set of all organization that should be considered for Vendor Relations include:
Any past Elite Provider (full history, including GoMembers)
select distinct CustomerId from Crm.MembershipLog where Code='Elite'
Any past purchase in "Sponsorship Opportunities" or Exhibit Booths (re:Members (formerly Impexium) 2021+ only)
select distinct CustomerId from Accounting.LineItem,Accounting.InvoiceOrder where LineItem.OrderId=InvoiceOrder.OrderId and ( ProductCode in (select distinct Code from Shopping.ExhibitBooth) or LineItem.ProductId in (select ProductId from Shopping.ProductCategory where CategoryName='Sponsorship Opportunities') ) and LineItem.CancelDate isnull and LineItem.CancelDate isnull and LineItem.VoidDate isnull
Any record with a "Sponsorship & Advertising" Note (Only re:Members (formerly Impexium)
select distinct ContactId from App.Notes where NoteCategoryId='BE9F7269-8470-EB11-8FED-501AC555AF00'
Made with DASH A.i.
The Vendor Universe is built by combining three distinct data pulls from ALTA's database systems. Any organization that meets at least one of the three criteria below should be included. Each query targets a different system or time range, so all three must be run to get a complete picture.
Run all three queries independently, then perform a UNION / de-duplication step on the resulting CustomerId / ContactId values before building your working vendor list. An organization may appear in more than one source.
Source 1 — Past Elite Providers (Full History, Including GoMembers)
Captures any organization that has ever held Elite Provider membership status, spanning the full historical record including data migrated from the legacy GoMembers system.
Query:
select distinct CustomerId
from Crm.MembershipLog
where Code = 'Elite'
Detail
Value
System
re:Members (Impexium) + GoMembers historical data
Key table
Crm.MembershipLog
Filter
Code = 'Elite'
Date range
Full history
Source 2 — Past Purchasers of Sponsorship Opportunities or Exhibit Booths
Captures any organization with a non-cancelled, non-voided line item purchase in either the Exhibit Booth product category or the "Sponsorship Opportunities" product category.
Query:
select distinct CustomerId
from Accounting.LineItem, Accounting.InvoiceOrder
where LineItem.OrderId = InvoiceOrder.OrderId
and (
ProductCode in (select distinct Code from Shopping.ExhibitBooth)
or
LineItem.ProductId in (
select ProductId from Shopping.ProductCategory
where CategoryName = 'Sponsorship Opportunities'
)
)
and LineItem.CancelDate isnull
and LineItem.VoidDate isnull
Cancelled lines (CancelDate) and voided lines (VoidDate) are excluded
Note that CancelDate isnull appears twice in the original query — this is a duplicate condition. In practice, a single check is sufficient; confirm with your database administrator if a cleanup is warranted.
Source 3 — Records with a "Sponsorship & Advertising" Note
Captures any contact record that has been tagged with the Sponsorship & Advertising note category, indicating a prior outreach or relationship touchpoint even if no purchase was completed.
Query:
select distinct ContactId
from App.Notes
where NoteCategoryId = 'BE9F7269-8470-EB11-8FED-501AC555AF00'
This source returns a ContactId rather than a CustomerId. You may need a join to the relevant organization/account table to reconcile these records with the outputs from Sources 1 and 2 before merging.
