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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 | Ana Simic |
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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 | Cheques | ||
Click Save | |||
Click "Batch Items" button | |||
Accounts | Choose an account with open pledge | ||
Entry Type | Check | ||
Description | St George;112879;Dr A Lees; | Format must be: Bank;BSB;Drawer name;any other comments | |
Total Amount | 10,000 | Open Pledges for Rachelle Green screen pop up | |
Tick "Action" box and click "Post as Pledge Payment" Button | Pledge payments list all pledges and allocates the payment accordingly | ||
Acknowledgement | Default | ||
Signator | Choose an contact | ||
Click "Pay Pledge" button | Batch Item created | ||
Click Edit on the batch Item | Verify fields Bank, BSB, Drawer are populated  | ||
click | view“view” on the batch item | batch item opens in another window | |
On Side panel New Task, click on “Create new…” section |  | ||
Subject | Bequest Intention | ||
tick “Bequest Interest” tick box | Yes | ||
click save | task is created which is linked to the batch item | ||
close window (go back to SmartBatch) | |||
click Batch number to go back to the Batch | |||
click Edit button | |||
Payment Control Amount | 10,000 | ||
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 14 transactions are created | ||
On "Transactions" related list, click on view all | 2 new transactions created: The Original pledge transaction Updated, Balance = 0 | ||
Logout of the User | |||
Close the Browser |