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Action | Data | Expected Result |
Enter the URL |
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Enter username |
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Enter Password |
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Click on Log in to Sandbox |
| Successful Login |
If not in the Affinaquest app, go to app launcher and type in Affinaquest in the search bar |
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Once in Affinaquest app, go to Gear Icon |
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Click on Set up - Blue icon |
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Click on Users tab |
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Click on Users |
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Click on login against the user ( GA User) having all permissions | Monica Kluegel |
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Click Batches Tab | ||
Click New Button |
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Record Type = Open Batch, Click Next | ||
User | choose current user | |
Batch Type | Gifts/Pledges | |
Batch Date | Today's date | |
Source of Data | Pledges | |
Click Save | ||
Click "Batch Items" button | ||
Accounts | choose an account | |
Entry Type | Pledge | |
Pledge Schedule Type | Fixed Payment Amount, Fixed Number of Payments | |
Individual Payment | 10,000 | |
# of Payments | 12 | |
Paid Every | 1 | |
Interval | Month(s) | |
1st Payment Due | 1st day of next month | |
Pledge Type | Unconditional | |
Bill | Ticked | |
Campaign Appeal | 2022 Campus Tours Working List | |
Designation | PENDING - Research into Nutrition | |
Acknowledgement | Default | |
Signator | choose an account | |
Click "Calculate Payments" button | ||
click "Save" Button | ||
If Open Pledges and/or Unfunded Opportunties screen pop up, click "Save Transaction without Linking" Button | ||
click Batch number to go back to the Batch | ||
click Edit button | ||
New Unconditional Pledge Control Amount | 120,000 | |
Click Save | ||
Click Close Batch Button | ||
Click "Confirm Close" Button | ||
Click "OK" Button. Refresh screen till record type is set to "Closed Batch" | Goes back to Batch record and Record Type is converted to "Closed Batch" | |
Click "Account" name on the Batch Items in the right hand related list | goes to the Account record | |
Click on "Giving" tab | Gift/Pledgte record is created | |
Click on the Gift/Pledge that was just created | all 12 transactions are created | |
Logout of the User | ||
Close the Browser | ||