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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 multiple contacts with open pledge (i.e. Mr Robert Hansen and Adjunct Professor Annabelle Farnsworth) | |
Entry Type | Check | |
Amount | 1000 | Open pleges pledges pops up |
select a pledge and click Post as Pledge Payment | ||
Acknowledgement | Default | |
Signator | choose a contact | |
click Pay Pledge Button | Batch Item created | |
click Batch number to go back to the Batch | ||
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 "Link to Pledge" | go to Gft/Pledge record | |
From the transaction list, click view all | two Two new transactions were added. Prior commitment tick box “Prior commitment” ticked. One with positive amount and method is check, another is negative amount with method pledge if the pledge has 1 legal donor, payment is 100% legal credit to donor, the other household should get 0 legal credit. (depends on the pledge. If the pledge is set up as a joint pledge, the payment will also split.the Original Pledge record is reduced by the payment which reflects on the balance  | |
Logout of the User | ||
Close the Browser |