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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 with multiple contacts with no open pledge (i.e. Dr Robert McKenzie and Dr Lyndall McKenzie) | |
Entry Type | Check | |
Amount | 100 | |
Campaign Appeal | 2022 Campus Tours Working List | |
Designation | PENDING - Research into Nutrition | |
Acknowledgement | Default | |
Signator | choose an account | |
click save | Batch Item created | |
Click recognition icon  | Recognition screen pop up | |
edit recognition for first contact | change legal credit to 70 | |
edit the Primary Recognition Amount | calculate the 70% of the amount | |
click save | ||
edit recognition for second contact | change legal credit to 30 | |
edit the Secondary Recognition Amount | calculate the 30% of the amount | |
click save | ||
click Batch number to go back to the Batch | ||
click Edit button | ||
Payment Control Amount | 100 | |
Click Save | ||
Click Close Batch | Confirmation screen shows | |
click "Confirm Close" Button | ||
click Ok | Goes back to Batch record and Record Type is converted to "Closed Batch" | |
click Batch Items tab | ||
Click the Batch item to open it | ||
Click the "Gift/Pledge Number" | go to Gft/Pledge record | |
Click "Recognition Credits" | two records should be created | |
Logout of the User | ||
Close the Browser |