...
Scenario | Batch Processing - gifts | ||||||
|---|---|---|---|---|---|---|---|
Test Case Id | GA-0041 | ||||||
Test Case Description | Process a gift against an Estate with the singator being the deceased person linked to the Estate | ||||||
Notes | decease contact is linked to the estate account through direct link. payment is a direct deposit / check choose the decease person as the signator use planned gift as entry type | ||||||
Dependency | |||||||
Reviewed by (business) & approved date |
| ||||||
Automation (AccelQ) |
|
Action | Data | Expected Result |
Enter the URL |
| |
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 | Ana Simic |
|
Logout of the User
Close the Browser
Click Batches tab | ||
click New button | Open Batch | Select Record Type screen pops up |
Click Next | ||
User | current user | |
Batch Type | Gifts/Pledges | |
Batch Date | today | |
Source of Data | Direct Deposit | |
click Save | ||
click Batch Items button | Smart Batch screen appears | |
select account | estate account whose deceased contact is set as secondary contact and directly linked to the estate account | |
Entry Type | Planned Gift | |
Payment Method | ACH | |
Instrument | Bequest | |
Maturity Date | one year from today | |
Enter Amount | 100000 | |
Campaing | 2021 Planned Giving | |
Designation | choose valid designation | |
Acknowldegement | NR-Bequest | |
Signator | choose the deceased contact | |
No Receipt | ticked | |
click save | Batch Item created | |
click Batch number | back to Batch screen | |
Payment Control Amount | 100000 | |
Click Save |
| |
Click Close Batch button | Confirmation Screen shows | |
Click Confirm Close Button | ||
click Ok | back to Batch screen | |
wait till Record Type become closed batch | ||
click Batch Items tab | ||
click on the Batch item |
| |
click on the Gift/Pledg Number | transaction exist for the gift | |
Logout of the User | ||
Close the Browser |