Content Comparison

Action

Data

Expected Result

Enter the URL

https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/

Enter username

Enter Password

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

Once in Affinaquest app, go to Gear Icon

Click on Set up - Blue icon

Click on Users tab

Click on Users

Click on login against the user ( GA User) having all permissions

Monica Kluegel

User 

choose current user

Click Batches Tab

Click New Button

Record Type = Open Batch, Click Next

User 

choose current user

Batch Type

Gifts/Pledges

Batch Date

Today's date

Source of Data

Check

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

HOLDING-

D

Acknowledgement

Default

Signator

choose an

contact

click save

Batch Item created

Click recognition icon

Recognition screen pop up

edit recognition for first contact

change legal credit to

50

edit the Primary Recognition Amount

calculate the

50% of the amount

click save

edit recognition for second contact

change legal credit to

50

edit the Secondary Recognition Amount

calculate the

50% 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