Dynamics 365 Field Service : Configure not-to-exceed values
In Dynamics 365 Field Service, Not-to-Exceed (NTE) Values are used to control and monitor the maximum cost or time that can be spent on a work order before additional approval is required. This ensures cost accountability and prevents technicians or subcontractors from exceeding agreed-upon limits.
What Are Not-to-Exceed (NTE) Values?
An NTE value is a threshold set on a work order to define:
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đź’° The maximum estimated cost allowed (e.g., $500).
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⏱️ The maximum estimated duration allowed (e.g., 3 hours).
These values act as limits to guide field staff and help avoid cost overruns or unnecessary time spent.
How It Works
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NTE values are entered on the work order.
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As services or products are added and time is tracked, the system calculates the total cost and duration.
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If the total approaches or exceeds the NTE limit, the system can trigger an alert or require manager approval before proceeding further.
In summary, Not-to-Exceed values in Field Service help balance service quality with financial accountability, making them a vital part of effective field operations.
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