Email business guidebook

The TI Backlog Email suite uses TI standard templates and application programming (API) processing. You can send emails with file attachments to TI’s provided automated email for Quotes, Order creation, Order changes, and Remittance advice.

  1. End-to-end order flow
  2. Getting started with email ordering
    1. Details needed for your connection:
      1. After completing of the customer onboarding form, TI will send an email notification with:
        1. The required identifiers for you to place an order, including sold-to and ship-to identifiers:
          1. If you are a contract manufacturer (CM), TI will provide the end customer identifier for ordering and quoting
        2. The required identifiers for you to send remittance advice, including your Payer identifier
        3. The material list includes manufacturer part number (MPN), minimum order quantity (MOQ), standard packing quantity (SPQ), change order window (COW), as well as the customer direct price (CDP)
        4. Banking and supplier account setup information, in order to establish the TI vendor code in your system
    2. How it works
      1. TI has a standard template that can be sent in various document types: .xslx, .xls, or .csv
      2. This standard template for quotes, ordering and remittance advice provides complete end-to-end, autonomous processing
      3. Fill out the template(s), attach the template(s) to an email and send to TI's automated email address
        1. Test/User acceptance testing (UAT) -
        2. Production -
      4. Recommendation: Each file should not exceed 100 items
    3. Partial PO creation and change allowed
      1. Correct email order entry will be accepted while rejections will not be entered
      2. Email order change will always be performed at the individual line item level
    4. Partial PO creation and change allowed
      1. Any error messages or informational warnings will be passed back in the Email response, either at the order level or at the individual line item level
      2. With a full list of warning or error details, customer will have better control on how and when to correct the error and resubmit the request if needed
  3. Quoting
    1. For original equipment manufacturers (OEMs):
      1. Leave the supplier end customer identifier and name fields blank
      2. Input the following quote reasons:
        1. “New Opportunity” – to denote new opportunity or new builds for OEM devices
        2. “Price Lookup” – to lookup the price for a specific material
    2. For contract manufacturers (CMs):
      1. Fill out the supplier end customer identifier with the TI-issued end customer identifier
        1. If an end customer identifier was not provided during onboarding, request an identifier by opening a new support request with or simply leave this field blank
        2. If the supplier end customer identifier field is blank, enter the full end customer name in the supplier end customer name field
      2. The quote reason inputs are:
        1. “CM Controlled” – to denote CM controlled devices
        2. “OEM Controlled” – to denote OEM controlled devices
  4. Ordering
    1. Order creation and change flow chart
    2. Email order creation and change rules
      1. Under a unique purchase order (PO), each PO line item by CRD and quantity creates a scheduled line item order
      2. For each line item under the same PO number, the item number should not be duplicated; otherwise the PO change will fail
      3. Under each PO, TI accepts multiple PO line items with the same or different TI part numbers
      4. For POs with “End Customer,” TI can only accept materials for the same end customer under the same PO number
      5. The quantity should be a multiple of the TI SPQ and meet both the MOQ and minimum item value (MIV) as defined in the TI product catalog
    3. Order response rules
      1. For customers with partial delivery allowed, you may receive multiple schedule lines/Estimated Ship Date (ESD) per PO line item, depending on the availability of the product
    4. Email order change requirements
      1. Types of order changes allowed
        1. Customer request date (CRD) push out or pull in
        2. PO line item price update
        3. PO line item quantity decrease
        4. PO line item cancellation
      2. Period for order changes or cancellations
        1. Change Order Window (COW) is defining the period of time when changes or cancellations are no longer authorized to process
          • STD (Standard) COW: 30 days
          • Non-STD (Non-Standard) COW: 90 days
        2. TI rejects all changes within the COW except for CRD pull in and price change
        3. COW Cancellations and Rescheduling Rules depends on the type of parts
          • For Products, Wafer Products and Die Products, Buyer may cancel or reschedule orders according to the following rules:
            Buyer-Requested Cancel or Reschedule Date Standard Products Non-Standard Products
            < 30 Days before ESD Not allowed Not allowed
            30-90 Days before ESD Allowed Not allowed
            > 90 Days before ESD Allowed Requires TI approval. Charges may apply.
            For Evaluation Items: Orders for Evaluation Items may not be cancelled or rescheduled.

            Notwithstanding the above rules, certain Items are subject to special cancellation and reschedule terms that TI will communicate to Buyer prior to order acceptance.
      3. Order change rules:
        1. Order changes are at the PO line item level
          • The sum of the schedule line quantities needs to match the PO line item’s total quantity even if customer wants to change only a particular schedule line
          • The full PO line item original quantity is not required only when the customer is requesting a quantity decrease in the PO line item
        2. To increase PO line item quantity, create a new PO
        3. PO line items that have shipped completely, with an advanced ship notice (ASN), cannot be changed
        4. Ship to address change is allowed for PO level on established customer ship to addresses within TI
        5. Customer needs to update price on original PO line item via order change for new effective price
        6. For customers with complete delivery setup, increasing the order qty may result in loss of ESD
    5. Order management warning and error handling
      1. If there is a price mismatch between CDP and TI's pricing agreement (PA), the result will be an incomplete order that is reviewed by both customer and TI
        1. If CDP is correct, TI will refresh price - no action needed from customer
        2. If TI price is correct, you will need to update CDP via order change, response will be sent back indicating if the price mismatch is resolved
      2. Order will not be created if there is SPQ/MOQ/MIV errors, correct the quantity and resend to TI as order creation
      3. TI will ship at the CDP
  5. Advanced ship notice (ASN)
    1. TI emails advanced ship notices (ASNs) to customers with detailed information regarding your shipment such as shipment tracking number, carrier information, and commercial invoice
  6. Financial invoice
    1. TI emails financial invoice to customers with detailed information such as invoice number, invoice amount, and invoice date
  7. Remittance advice
    1. Email remittance advice gives authorized customers the ability to send remittance advice information that confirms payment details.
  8. User acceptance testing (UAT) scenarios to pass testing phase
    1. Upon completion of required testing scenarios and get customer sign off, TI will send an email which enables and authorizes customers to send files to TI’s production email address