Not-to-exceed (msdyn_nottoexceed) table/entity reference (Microsoft Dynamics 365 Field Service)

Article
2025-02-08

Not-to-exceed is a value set by a party requesting some work be done and must not be exceeded by those providing the work without a special approval process.

Messages

The following table lists the messages for the Not-to-exceed (msdyn_nottoexceed) table. Messages represent operations that can be performed on the table. They may also be events.

Name Is Event?	Web API Operation	SDK for .NET
`Assign` Event: True	`PATCH` /msdyn_nottoexceeds(msdyn_nottoexceedid) Update the `ownerid` property.	AssignRequest
`Associate` Event: True	Associate records	Associate records
`BulkRetain` Event: True	BulkRetain	Learn to use messages with the SDK for .NET
`Create` Event: True	`POST` /msdyn_nottoexceeds See Create	Create records
`CreateMultiple` Event: True	CreateMultiple	CreateMultipleRequest
`Delete` Event: True	`DELETE` /msdyn_nottoexceeds(msdyn_nottoexceedid) See Delete	Delete records
`Disassociate` Event: True	Disassociate records	Disassociate records
`GrantAccess` Event: True	GrantAccess	GrantAccessRequest
`IsValidStateTransition` Event: False	IsValidStateTransition	IsValidStateTransitionRequest
`ModifyAccess` Event: True	ModifyAccess	ModifyAccessRequest
`PurgeRetainedContent` Event: True	PurgeRetainedContent	Learn to use messages with the SDK for .NET
`Restore` Event: True	Restore	Learn to use messages with the SDK for .NET
`Retain` Event: True	Retain	Learn to use messages with the SDK for .NET
`Retrieve` Event: True	`GET` /msdyn_nottoexceeds(msdyn_nottoexceedid) See Retrieve	Retrieve records
`RetrieveMultiple` Event: True	`GET` /msdyn_nottoexceeds See Query data	Query data
`RetrievePrincipalAccess` Event: True	RetrievePrincipalAccess	RetrievePrincipalAccessRequest
`RetrieveSharedPrincipalsAndAccess` Event: True	RetrieveSharedPrincipalsAndAccess	RetrieveSharedPrincipalsAndAccessRequest
`RevokeAccess` Event: True	RevokeAccess	RevokeAccessRequest
`RollbackRetain` Event: True	RollbackRetain	Learn to use messages with the SDK for .NET
`SetState` Event: True	`PATCH` /msdyn_nottoexceeds(msdyn_nottoexceedid) Update the `statecode` and `statuscode` properties.	SetStateRequest
`Update` Event: True	`PATCH` /msdyn_nottoexceeds(msdyn_nottoexceedid) See Update	Update records
`UpdateMultiple` Event: True	UpdateMultiple	UpdateMultipleRequest
`Upsert` Event: False	`PATCH` /msdyn_nottoexceeds(msdyn_nottoexceedid) See Upsert a table row	UpsertRequest
`UpsertMultiple` Event: False	UpsertMultiple	UpsertMultipleRequest
`ValidateRetentionConfig` Event: True	ValidateRetentionConfig	Learn to use messages with the SDK for .NET

Properties

The following table lists selected properties for the Not-to-exceed (msdyn_nottoexceed) table.

Property	Value
DisplayName	Not-to-exceed
DisplayCollectionName	Not-to-exceed
SchemaName	`msdyn_nottoexceed`
CollectionSchemaName	`msdyn_nottoexceeds`
EntitySetName	`msdyn_nottoexceeds`
LogicalName	`msdyn_nottoexceed`
LogicalCollectionName	`msdyn_nottoexceeds`
PrimaryIdAttribute	`msdyn_nottoexceedid`
PrimaryNameAttribute	`msdyn_name`
TableType	`Standard`
OwnershipType	`UserOwned`

Writable columns/attributes

These columns/attributes return true for either IsValidForCreate or IsValidForUpdate (usually both). Listed by SchemaName.

ImportSequenceNumber
msdyn_account
msdyn_amount
msdyn_costmargin
msdyn_incidenttype
msdyn_location
msdyn_name
msdyn_nottoexceedId
msdyn_ntetype
msdyn_priority
msdyn_trade
msdyn_workordertype
OverriddenCreatedOn
OwnerId
OwnerIdType
statecode
statuscode
TimeZoneRuleVersionNumber
TransactionCurrencyId
UTCConversionTimeZoneCode

ImportSequenceNumber

Property	Value
Description	Sequence number of the import that created this record.
DisplayName	Import Sequence Number
IsValidForForm	False
IsValidForRead	True
LogicalName	`importsequencenumber`
RequiredLevel	None
Type	Integer
MaxValue	2147483647
MinValue	-2147483648

msdyn_account

Property	Value
Description	Identifies the service account scope of the not-to-exceed amount.
DisplayName	Account
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_account`
RequiredLevel	None
Type	Lookup
Targets	account

msdyn_amount

Property	Value
Description	Threshold amount that must not be exceeded.
DisplayName	Amount
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_amount`
RequiredLevel	ApplicationRequired
Type	Money
ImeMode	Auto
IsBaseCurrency	False
MaxValue	922337203685477
MinValue	0
Precision	2
PrecisionSource	1 (Organization.PricingDecimalPrecision)

msdyn_costmargin

Property	Value
Description	Indicates the cost margin percentage applicable to Price and Cost margin type of not-to-exceed setting.
DisplayName	Cost margin %
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_costmargin`
RequiredLevel	None
Type	Decimal
ImeMode	Auto
MaxValue	100
MinValue	0
Precision	2
SourceTypeMask	0

msdyn_incidenttype

Property	Value
Description	Identifies the incident type scope of the not-to-exceed amount.
DisplayName	Incident type
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_incidenttype`
RequiredLevel	None
Type	Lookup
Targets	msdyn_incidenttype

msdyn_location

Property	Value
Description	Identifies the functional location or geographical scope of the not-to-exceed amount.
DisplayName	Location
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_location`
RequiredLevel	None
Type	Lookup
Targets	msdyn_functionallocation

msdyn_name

Property	Value
Description	Meaningful name describing the not-to-exceed amount.
DisplayName	Name
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_name`
RequiredLevel	ApplicationRequired
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	100

msdyn_nottoexceedId

Property	Value
Description	Unique identifier for entity instances
DisplayName	Not-to-exceed
IsValidForForm	False
IsValidForRead	True
LogicalName	`msdyn_nottoexceedid`
RequiredLevel	SystemRequired
Type	Uniqueidentifier

msdyn_ntetype

Property	Value
Description	Indicates the type of not-to-exceed amount.
DisplayName	Not-to-exceed type
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_ntetype`
RequiredLevel	ApplicationRequired
Type	Picklist
DefaultFormValue	192350100
GlobalChoiceName	`msdyn_ntetype`

msdyn_ntetype Choices/Options

Value	Label
192350100	Price
192350200	Cost
192350300	Price and cost margin

msdyn_priority

Property	Value
Description	Identifies the work order priority for the not-to-exceed amount.
DisplayName	Priority
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_priority`
RequiredLevel	None
Type	Lookup
Targets	msdyn_priority

msdyn_trade

Property	Value
Description	Identifies the trade for the not-to-exceed amount.
DisplayName	Trade
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_trade`
RequiredLevel	None
Type	Lookup
Targets	msdyn_trade

msdyn_workordertype

Property	Value
Description	Identifies the work order type for the not-to-exceed amount.
DisplayName	Work order type
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_workordertype`
RequiredLevel	None
Type	Lookup
Targets	msdyn_workordertype

OverriddenCreatedOn

Property	Value
Description	Date and time that the record was migrated.
DisplayName	Record Created On
IsValidForForm	False
IsValidForRead	True
LogicalName	`overriddencreatedon`
RequiredLevel	None
Type	DateTime
CanChangeDateTimeBehavior	False
DateTimeBehavior	UserLocal
Format	DateOnly
ImeMode	Inactive
SourceTypeMask	0

OwnerId

Property	Value
Description	Owner Id
DisplayName	Owner
IsValidForForm	True
IsValidForRead	True
LogicalName	`ownerid`
RequiredLevel	SystemRequired
Type	Owner
Targets	systemuser, team

OwnerIdType

Property	Value
Description	Owner Id Type
DisplayName
IsValidForForm	False
IsValidForRead	True
LogicalName	`owneridtype`
RequiredLevel	SystemRequired
Type	EntityName

statecode

Property	Value
Description	Status of the Not-to-exceed
DisplayName	Status
IsValidForForm	True
IsValidForRead	True
LogicalName	`statecode`
RequiredLevel	SystemRequired
Type	State
DefaultFormValue
GlobalChoiceName	`msdyn_nottoexceed_statecode`

statecode Choices/Options

Value	Details
0	Label: Active DefaultStatus: 1 InvariantName: `Active`
1	Label: Inactive DefaultStatus: 2 InvariantName: `Inactive`

statuscode

Property	Value
Description	Reason for the status of the Not-to-exceed
DisplayName	Status Reason
IsValidForForm	True
IsValidForRead	True
LogicalName	`statuscode`
RequiredLevel	None
Type	Status
DefaultFormValue
GlobalChoiceName	`msdyn_nottoexceed_statuscode`

statuscode Choices/Options

Value	Details
1	Label: Active State:0 TransitionData: None
2	Label: Inactive State:1 TransitionData: None

TimeZoneRuleVersionNumber

Property	Value
Description	For internal use only.
DisplayName	Time Zone Rule Version Number
IsValidForForm	False
IsValidForRead	True
LogicalName	`timezoneruleversionnumber`
RequiredLevel	None
Type	Integer
MaxValue	2147483647
MinValue	-1

TransactionCurrencyId

Property	Value
Description	Unique identifier of the currency associated with the entity.
DisplayName	Currency
IsValidForForm	True
IsValidForRead	True
LogicalName	`transactioncurrencyid`
RequiredLevel	None
Type	Lookup
Targets	transactioncurrency

UTCConversionTimeZoneCode

Property	Value
Description	Time zone code that was in use when the record was created.
DisplayName	UTC Conversion Time Zone Code
IsValidForForm	False
IsValidForRead	True
LogicalName	`utcconversiontimezonecode`
RequiredLevel	None
Type	Integer
MaxValue	2147483647
MinValue	-1

Read-only columns/attributes

These columns/attributes return false for both IsValidForCreate and IsValidForUpdate. Listed by SchemaName.

CreatedBy
CreatedOn
CreatedOnBehalfBy
ExchangeRate
ModifiedBy
ModifiedOn
ModifiedOnBehalfBy
msdyn_amount_Base
OwnerIdName
OwnerIdYomiName
OwningBusinessUnit
OwningTeam
OwningUser
VersionNumber

CreatedBy

Property	Value
Description	Unique identifier of the user who created the record.
DisplayName	Created By
IsValidForForm	True
IsValidForRead	True
LogicalName	`createdby`
RequiredLevel	None
Type	Lookup
Targets	systemuser

CreatedOn

Property	Value
Description	Date and time when the record was created.
DisplayName	Created On
IsValidForForm	True
IsValidForRead	True
LogicalName	`createdon`
RequiredLevel	None
Type	DateTime
CanChangeDateTimeBehavior	False
DateTimeBehavior	UserLocal
Format	DateAndTime
ImeMode	Inactive
SourceTypeMask	0

CreatedOnBehalfBy

Property	Value
Description	Unique identifier of the delegate user who created the record.
DisplayName	Created By (Delegate)
IsValidForForm	True
IsValidForRead	True
LogicalName	`createdonbehalfby`
RequiredLevel	None
Type	Lookup
Targets	systemuser

ExchangeRate

Property	Value
Description	Exchange rate for the currency associated with the entity with respect to the base currency.
DisplayName	Exchange Rate
IsValidForForm	True
IsValidForRead	True
LogicalName	`exchangerate`
RequiredLevel	None
Type	Decimal
ImeMode	Disabled
MaxValue	100000000000
MinValue	1E-10
Precision	10
SourceTypeMask	0

ModifiedBy

Property	Value
Description	Unique identifier of the user who modified the record.
DisplayName	Modified By
IsValidForForm	True
IsValidForRead	True
LogicalName	`modifiedby`
RequiredLevel	None
Type	Lookup
Targets	systemuser

ModifiedOn

Property	Value
Description	Date and time when the record was modified.
DisplayName	Modified On
IsValidForForm	True
IsValidForRead	True
LogicalName	`modifiedon`
RequiredLevel	None
Type	DateTime
CanChangeDateTimeBehavior	False
DateTimeBehavior	UserLocal
Format	DateAndTime
ImeMode	Inactive
SourceTypeMask	0

ModifiedOnBehalfBy

Property	Value
Description	Unique identifier of the delegate user who modified the record.
DisplayName	Modified By (Delegate)
IsValidForForm	True
IsValidForRead	True
LogicalName	`modifiedonbehalfby`
RequiredLevel	None
Type	Lookup
Targets	systemuser

msdyn_amount_Base

Property	Value
Description	Value of the Amount in base currency.
DisplayName	Amount (Base)
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_amount_base`
RequiredLevel	None
Type	Money
ImeMode	Disabled
IsBaseCurrency	True
MaxValue	922337203685477
MinValue	0
Precision	2
PrecisionSource	1 (Organization.PricingDecimalPrecision)

OwnerIdName

Property	Value
Description	Name of the owner
DisplayName
IsValidForForm	False
IsValidForRead	True
LogicalName	`owneridname`
RequiredLevel	SystemRequired
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	100

OwnerIdYomiName

Property	Value
Description	Yomi name of the owner
DisplayName
IsValidForForm	False
IsValidForRead	True
LogicalName	`owneridyominame`
RequiredLevel	SystemRequired
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	100

OwningBusinessUnit

Property	Value
Description	Unique identifier for the business unit that owns the record
DisplayName	Owning Business Unit
IsValidForForm	True
IsValidForRead	True
LogicalName	`owningbusinessunit`
RequiredLevel	None
Type	Lookup
Targets	businessunit

OwningTeam

Property	Value
Description	Unique identifier for the team that owns the record.
DisplayName	Owning Team
IsValidForForm	False
IsValidForRead	True
LogicalName	`owningteam`
RequiredLevel	None
Type	Lookup
Targets	team

OwningUser

Property	Value
Description	Unique identifier for the user that owns the record.
DisplayName	Owning User
IsValidForForm	False
IsValidForRead	True
LogicalName	`owninguser`
RequiredLevel	None
Type	Lookup
Targets	systemuser

VersionNumber

Property	Value
Description	Version Number
DisplayName	Version Number
IsValidForForm	False
IsValidForRead	True
LogicalName	`versionnumber`
RequiredLevel	None
Type	BigInt
MaxValue	9223372036854775807
MinValue	-9223372036854775808

Many-to-One relationships

These relationships are many-to-one. Listed by SchemaName.

msdyn_account_msdyn_nottoexceed_account
msdyn_functionallocation_msdyn_nottoexceed_location
msdyn_incidenttype_msdyn_nottoexceed_incidenttype
msdyn_priority_msdyn_nottoexceed_priority
msdyn_trade_msdyn_nottoexceed_trade
msdyn_workordertype_msdyn_nottoexceed_workordertype

msdyn_account_msdyn_nottoexceed_account

One-To-Many Relationship: account msdyn_account_msdyn_nottoexceed_account

Property	Value
ReferencedEntity	`account`
ReferencedAttribute	`accountid`
ReferencingAttribute	`msdyn_account`
ReferencingEntityNavigationPropertyName	`msdyn_account`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `NoCascade` Delete: `RemoveLink` Merge: `Cascade` Reparent: `NoCascade` RollupView: `NoCascade` Share: `NoCascade` Unshare: `NoCascade`

msdyn_functionallocation_msdyn_nottoexceed_location

One-To-Many Relationship: msdyn_functionallocation msdyn_functionallocation_msdyn_nottoexceed_location

Property	Value
ReferencedEntity	`msdyn_functionallocation`
ReferencedAttribute	`msdyn_functionallocationid`
ReferencingAttribute	`msdyn_location`
ReferencingEntityNavigationPropertyName	`msdyn_location`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `NoCascade` Delete: `RemoveLink` Merge: `NoCascade` Reparent: `NoCascade` RollupView: `NoCascade` Share: `NoCascade` Unshare: `NoCascade`

msdyn_incidenttype_msdyn_nottoexceed_incidenttype

One-To-Many Relationship: msdyn_incidenttype msdyn_incidenttype_msdyn_nottoexceed_incidenttype

Property	Value
ReferencedEntity	`msdyn_incidenttype`
ReferencedAttribute	`msdyn_incidenttypeid`
ReferencingAttribute	`msdyn_incidenttype`
ReferencingEntityNavigationPropertyName	`msdyn_incidenttype`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `NoCascade` Delete: `RemoveLink` Merge: `NoCascade` Reparent: `NoCascade` RollupView: `NoCascade` Share: `NoCascade` Unshare: `NoCascade`

msdyn_priority_msdyn_nottoexceed_priority

One-To-Many Relationship: msdyn_priority msdyn_priority_msdyn_nottoexceed_priority

Property	Value
ReferencedEntity	`msdyn_priority`
ReferencedAttribute	`msdyn_priorityid`
ReferencingAttribute	`msdyn_priority`
ReferencingEntityNavigationPropertyName	`msdyn_priority`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `NoCascade` Delete: `RemoveLink` Merge: `NoCascade` Reparent: `NoCascade` RollupView: `NoCascade` Share: `NoCascade` Unshare: `NoCascade`

msdyn_trade_msdyn_nottoexceed_trade

One-To-Many Relationship: msdyn_trade msdyn_trade_msdyn_nottoexceed_trade

Property	Value
ReferencedEntity	`msdyn_trade`
ReferencedAttribute	`msdyn_tradeid`
ReferencingAttribute	`msdyn_trade`
ReferencingEntityNavigationPropertyName	`msdyn_trade`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `NoCascade` Delete: `RemoveLink` Merge: `NoCascade` Reparent: `NoCascade` RollupView: `NoCascade` Share: `NoCascade` Unshare: `NoCascade`

msdyn_workordertype_msdyn_nottoexceed_workordertype

One-To-Many Relationship: msdyn_workordertype msdyn_workordertype_msdyn_nottoexceed_workordertype

Property	Value
ReferencedEntity	`msdyn_workordertype`
ReferencedAttribute	`msdyn_workordertypeid`
ReferencingAttribute	`msdyn_workordertype`
ReferencingEntityNavigationPropertyName	`msdyn_workordertype`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `NoCascade` Delete: `RemoveLink` Merge: `NoCascade` Reparent: `NoCascade` RollupView: `NoCascade` Share: `NoCascade` Unshare: `NoCascade`

One-to-Many relationships

These relationships are one-to-many. Listed by SchemaName.

msdyn_nottoexceed_msdyn_workordernte_nottoexceed

Many-To-One Relationship: msdyn_workordernte msdyn_nottoexceed_msdyn_workordernte_nottoexceed

Property	Value
ReferencingEntity	`msdyn_workordernte`
ReferencingAttribute	`msdyn_nottoexceed`
ReferencedEntityNavigationPropertyName	`msdyn_nottoexceed_msdyn_workordernte_nottoexceed`
IsCustomizable	`False`
AssociatedMenuConfiguration	AvailableOffline: True Behavior: `DoNotDisplay` Group: `Details` Label: MenuId: null Order: 10000 QueryApi: null ViewId: `00000000-0000-0000-0000-000000000000`

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