This monthly newsletter is designed to deliver information about activities and progress around amplify – the BW Corporate Equipment ERP Transformation. 

Send questions to amplify@barry-wehmiller.com

PEOPLE

Your active participation and thoughtful questions don't go unnoticed. You make the project stronger by challenging assumptions, asking for clarity, and pushing for accuracy.

PROCESS

What Is EDI?

Electronic Data Interchange (EDI) in Dynamics 365 Finance & Operations transforms how you exchange data with our customers and suppliers. EDI enables our D365 system to automatically send and receive business data like purchase orders, acknowledgements, invoices, with our customers and suppliers’ systems. Less manual data entry, phone calls, or paper documents—just seamless electronic exchange in standardized formats that both systems understand.

Less Manual Entry: Customer purchase orders flow directly into D365, and your invoices are transmitted automatically to customers—no re-keying required.

Reduce Errors: Automated data exchange eliminates transcription mistakes and ensures order accuracy from the start.

Speed Up Processes: Orders process faster, acknowledgements are confirmed instantly, and invoices reach customers’ system immediately.

Meet Partner Requirements: Many large retailers and suppliers require EDI to do business with them—D365 helps you meet these mandates.

Improve Cash Flow: Faster invoices into our customers’ system and fewer potential disputes mean you get paid sooner.

Whether you're receiving purchase orders from major customers, sending back the acknowledgement or automating invoice delivery to their ERP systems, EDI in D365 F&O handles the transactions automatically.

TECHNOLOGY

Understanding Financial Dimensions

Financial Dimensions are one of the most powerful features in D365 F&O, enabling organizations to track and report financial data across multiple business perspectives beyond the traditional chart of accounts.

What Are Financial Dimensions?

Think of Financial Dimensions as additional labels or tags you can attach to financial transactions. While your chart of accounts tells you what type of transaction occurred (revenue, expense, asset, etc.), Financial Dimensions tell you where, why, who, or how it happened.

Common Examples

Organizations typically use Financial Dimensions to track:

• Business Unit – Which site incurred the cost?
• Department – Which department incurred the cost?
• Solution – Which solution?
• Product Line – Which product or service category?

Why They Matter

Financial Dimensions transform your financial reporting from one-dimensional to multi-dimensional analysis. Instead of just seeing total travel expenses, you can instantly break down travel costs by department, location, product line all without creating thousands of granular GL accounts.

This flexibility allows finance teams to generate detailed management reports, perform profitability analysis, and gain insights that drive better business decisions, all while maintaining a clean and manageable chart of accounts.

Key Benefits

• Flexible reporting without GL account proliferation
• Real-time insights across business segments
• Enhanced compliance and audit trails
• Scalable structure that grows with your business

New to Financial Dimensions? Don't worry! It will be part of your team member training for Amplify.Start typing here...

GREEN BAY

Expanding the Project Amplify Community

We’ve updated our stakeholder engagement list to now more than a thousand team members. They will now be receiving regular updates on this important initiative, marking a significant milestone in our commitment to transparency and cross-functional collaboration.

This expansion reflects the project's increasing impact and relevance across multiple departments and teams. By broadening our communication circle, we're ensuring that everyone who contributes to or is affected by Amplify stays informed about key developments, milestones, and opportunities to get involved.

If you're newly added to these updates, you are welcome! We're thrilled to have you as part of this journey. For our existing stakeholders, thank you for your continued engagement and support as we scale our efforts together.

Keep Connected! 

This newsletter, our Viva community, and the amplify SharePoint, are designed to provide regular communication to keep you informed. In addition, we encourage you to email amplify@barry-wehmiller.com with questions or feedback.