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Author's profile photo Iris Zimmermann

Create Physical Inventory Counts with Microsoft Excel(R)

Preparing physical inventory counts either at the year end or throughout the year is sometimes a time-consuming task when selecting and combining products for a certain count activity.

Warehouse managers wan to plan und prepare the product counts in MS Excel® format first and then upload the list of physical inventory count items to SAP Business ByDesign in a second step.

With the Button ‘Create PI Count with Microsoft Excel®’ in the Physical Inventory Count Document List you can now upload and create your Physical Inventory Documents with the help of Microsoft Excel (R).

It is just an additional way to create a ‘New Product Count’.

Physical Inventory – By PI Count Document

Screenshot Excel


MS Excel template with sample data


You only have to maintain the storage location ID, the item IDs and the product IDs.

After save, the PI Count Document ID is created in ByDesign and updated in the Excel Sheet.

Prerequisite is that you have installed the Add-in for MS Excel which you find in the Home Work Center in the Self-service Overview in the Section ‘My Computer’ <Install additional software>.

For a system demo, you can check the short video here.


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      Author's profile photo Bijo Mammen
      Bijo Mammen

      How to enter quantity for a specific item?

      Author's profile photo Iris Zimmermann
      Iris Zimmermann
      Blog Post Author

      Hi Mohamed,

      I describe here the way to create physical inventory documents. Here you select the product IDs that you want to count. 

      In the count task (Task Control in the Physical Inventory Work Center), the system provides you with the product ID - logistics area combination - where and what to count. For count tasks, we also offer to work with download and upload of an excel file. Here you find the field to maintain the counted quantity.

      Best regards,