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:

• 💰 The maximum estimated cost allowed (e.g., $500).

• ⏱️ 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

• NTE values are entered on the work order.

• As services or products are added and time is tracked, the system calculates the total cost and duration.

• 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.