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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 | Open Batch | ||
Click Next | |||
User | current user | ||
Batch Type | Gifts/Pledges | ||
Batch Date | today | ||
Source of Data | Pledges | ||
New Unconditional Pledge Control Amount | 1000 | ||
Click Save | |||
Click Batch Items | |||
Enter Account | account with two contacts with 50/50 Recognition credit | ||
Entry Type | Pledge | ||
Plege Schedule Type | Single Payment | ||
Total Pledge | 1000 | ||
Pledge Type | Unconditional | ||
Campaign | choose a valid campaign | ||
Designation | choose valid designation | ||
Acknowledgement | Default | ||
Signator | choose first contact | ||
click Calculate Payments | |||
Click Save | |||
click on Recognition icon | verify 50/50 Legal credit  | ||
click Batch number | back to Batch screen | ||
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 Batches tab|||
Click on Batch Items Tab | |||
Click on the Batch Item | |||
Click on the Gift/Pledge Number | opens the gift record page | ||
click edit | |||
Include Pledges In Total | ticked | this is so when GRC is adjusted, GRC records will exist. | |
click save | |||
click Recognition Credits tab | |||
click Adjust Gift Recognition Credits button | |||
edit LC% | giving the 1st contact 100% LC and 0% for the other GRC both 100% |  | |
click Save and Exit button | |||
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 | account account from previous batch | ||
Entry Type | ACH | ||
Enter Amount | 500 | Open pledges screen pops up | |
tick the pledge created previously | |||
click Post as Pledge Payment | |||
Acknowledement | Default | ||
Signator | choose the person with 100% LC as the signator | ||
click Pay Pledge | |||
click Batch number | back to Batch screen | ||
Click Edit | |||
Payment Control Amount | 500 | ||
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 Batch Items tab | |||
click the batch item | |||
click Link to pledge | pledge record shows | ||
click Recognition Credits tab | recognition credit goest goes to first contact | ||
Click Receiting Tab | Receipting utility screen shows | ||
enter Batch # | enter previous batch number | ||
click Find Transactions to Receipt | # of Transactions Receipted = 1 | ||
click Create Receipts button | confirmation pops up | ||
click Ok | |||
go back to the gift record | |||
scroll to Related list for Receipts | Receipt record exist | ||
click the receipt | contact is the first contact | ||
navigate to the gift/pledge record | |||
click Recognition Credits tab | |||
click Adjust Gift Recognition Credits button | |||
edit LC% | giving the 2nd contact 100 LC and 0% for the other | ||
click Save and Exit button | |||
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 | account account from previous batch | ||
Entry Type | ACH | ||
Enter Amount | 500 | Open pledges screen pops up | |
tick the pledge created previously | |||
click Post as Pledge Payment | |||
Signator | choose second contact | ||
click Pay Pledge | |||
click Batch number | back to Batch screen | ||
Click Edit | |||
Payment Control Amount | 500 | ||
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 Batch Items tab | |||
click the batch item | |||
click Link to pledge | pledge record shows | ||
click Recognition Credits tab | recognition credit goes to second contact | ||
Click Receiting Tab | Receipting utility screen shows | ||
enter Batch # | enter previous batch number | ||
click Find Transactions to Receipt | # of Transactions Receipted = 1 | ||
click Create Receipts button | confirmation pops up | ||
click Ok | |||
go back to the gift record | |||
scroll to Related list for Receipts | New Receipt record exist | ||
click the receipt | Contact is the second contact | ||
go back to the gift record | |||
click Recognition Credits tab | |||
click Adjust Gift Recognition Credits button | adjust GRC screen shows | ||
Legal Credit % | 50,50 | ||
click Save and Exit button | |||
Logout of the User | |||
Close the Browser |