Scenario | Batch Processing - giftsEnter a third-party payment against a pledge and close the batch |
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Test Case Id | GA-0040 |
Test Case Description | Enter a third-party payment against a pledge and close the batch |
Notes | create a payment to an account, legal credit to account |
Dependency | foundation account |
Reviewed by (business) & approved date |
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Automation (AccelQ) |
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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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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 | Pledges | |
click Save | ||
click Batch Items button | Smart Batch screen appears | |
select account | foundation account | |
Entry Type | Pledge | |
Pledge Schedule Type | Singel Payment | |
Total Pledge | 10000 | |
Pledge Type | Unconditional | |
Campaing | 2021 Planned Giving | |
Designation | choose valid designation | |
Acknowldegement | Default | |
Click Calculate Payment | ||
Click Save | ||
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 | ACH | |
click Save | ||
click Batch Items button | Smart Batch screen appears | |
select account | choose an account | |
Entry Type | ACH | |
Amount | 10000 | |
Campaing | 2021 Planned Giving | |
Designation | choose valid designation | |
Acknowldegement | Default | |
Signator | choose a contact | |
Click Save and Add Soft Credt | Choose Account for Soft Credit Screen pops up | |
Accont | choose foundation account from earlier batch | |
Click Ok button | Manually Add Soft Credit screen pops up | |
choose a pledge | choose pledge created from earlier batch | |
click Save button | ||
click Batch number | back to Batch screen | |
Payment Control Amount | 10000 | |
Click Save |
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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 bath item tab | ||
click batch item | ||
click related tab | ||
clikc Batch Item Automated Soft Credit | soft credit record shows | |
click link to pledge | pledge screen record shows | |
click view all on Transactions related list | Transactions list shows | |
Logout of the User | ||
Close the Browser |