Content Comparison

Test Create a recurring gift and pledge for an account with multiple contacts and close batch

GA-0030

GA-0030 - Create a recurring gift and pledge for an account with multiple contacts and close batch

two contacts in household. we want to give only credit to one contact.

create the recurring gift. then create the pledge to link it to the recurring gift.

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 KluegelAna

User 

choose current user

Go to Account

Search and select house hold account that have multiple contacts:  'Mr Allen C Granger and Mrs Glenys Granger'

https://sydneyuni-adv--uat.sandbox.lightning.force.com/lightning/r/Account/0014a000007ncqBAAQ/view

Click 'All details' data tab

Click on quick links - Recurring Gifts

Click button 'New'

Type

Continuity Pledge

date committed

Select from Calendar => Today date 

Date Started

Select from Calendar => Today date 

Campaign

Search and select '2022 Unsolicited Community Giving'

Fundraising Campaign

Search and select '2022 Fundraising Campaign'

Amount

$20.00

Frequency

Monthly

Designation 

Search & select 'DVCR, Cancer Research Fund-2401'

Method

Credit Card

credit Card Type

Mastercard

Last Three digits of Credit Card

456

Account

search & select 'Mr Allen C Granger and Mrs Glenys Granger'

Contact

search & select 'Glenys Granger'

Next Payment Due Date Override

Select from Calendar => Next month date of Today

Click SAVE

Recurring Gifts created 004962

Create new batch

Click Batches Tab

New Batch => Record type = Open Batch => Next

On New Batch

User

search Monica Kluegel

Batch Type 

Gifts/Pledges

Batch Date

Select from Calendar => Today date 

Source of Data

Recurring Payments

Payment Control Amount$20

$0

we don't put payment at the same time as the pledge

New Unconditional Pledge Control Amount

$20

Do not Feed

Un-Ticked

People validated Successfully

Default Entry Type

Pledge

Default Method

Pledge

Type

Single payment

we use single payment for continuity (recurring gift with no end date)

Default Acknowledgement

Search and select "Recurring Gift - Consolidated Receipt"

Batch Item Pledge Payment

Annual Receipt

Ticked

Signator

fill in the contact to receive the legal credit

leave the rest as default then Save

Batch 0074852 created

the new batch screen shown

Batch 0074852

click on Batch items  button

On Batch item window

Account

search & select Account  'Mr Allen C Granger and Mrs Glenys Granger'

Entry type

Pledge

Pledge Schedule Type

Single Payment

total pledge

20

Due date

select from calendar TODAY date

Pledge type

unconditional

Campaign Appeal

Search and select '2022 Unsolicited Community Giving'

Designation

Search & select 'DVCR, Cancer Research Fund-2401'

Acknowledgement

search and select "Recurring Gift - Consolidated Receipt"

Annual Receipt

Ticked

Signator

Glenys Granger

Leave the rest as default 

Click "Calculate Payments" button

Click Save and Add payment

Payment Method

Credit Card

Amount

20

Acknowledgement

search and select "Recurring Gift - Consolidated Receipt"

Click Save Payment

batch item created

Edit the batch item

Locate "Link to Recurring Gift"

Search and select the Recurring Gift create above (004962)

closed batch item screen

back to batch

Click "Closed Batch"

click "Confirm Close"

Click OK on " The batch close process has been started.  You will receive an email when the process is complete."

Successful create the batch with no error

verify in the recurring fit that the pledge is linked.

Logout of the User

Close the Browser