Preserve “Requester Note” when converting Purchase Request to Resource Sharing Request
When a Purchase Request is converted to a Resource Sharing Request in Alma, the system automatically adds the note “Request has been converted from purchase request” to the new Borrowing Request, and the original “Requester Note” is not retained. This requires staff to manually copy the original note into the Borrowing Request to preserve patron context and avoid missed information. Automatically carrying over the “Requester Note” would make the conversion process faster, more consistent, and less error-prone.
89
votes
Kyriaki Daskalaki
shared this idea
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Elin Palm
commented
We support this improvement, and we would like to see it work the other way round as well. That is, when sending an request from resource sharing to a purchase.