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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 | Monica KluegelAna Simic |
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OPPORTUNITY CREATION | ||||
Go to Opportunity tab | ||||
Create new Opportunity | ||||
Record type | Gift/Pledge | |||
Account Name | search & select Account 'Mr Allen C Granger and Mrs Glenys Granger' | |||
Opportunity Name | Computer Science Scholarship | |||
Lead Source | Community Giving | |||
Prospect Pool | Faculty of Engineering and Information Technologies | |||
Primary Campaign Source | search and select '2022 Community Giving' | |||
Gift Theme | Research | |||
Gift Date | select from calendar TODAY date | |||
Type | Gift to USYD | |||
sub-type | New Pledge | |||
ask | 20000 | |||
stageSolicitation | Qualification | |||
stage Date | select from calendar TODAY date | |||
Amount | 20000(Same as ask amount) | |||
Forecast Category | Pipeline | |||
Close Date | 31/12/2023 (last date of next year ) | |||
Opportunity "Computer Science Scholarship" Created | ||||
Click on “Gift handover” stage | ||||
Name of the Instrument of Gift | Donation | |||
Gift Date | Today’s date | |||
Gift Amount | 20000 | |||
Click Save | ||||
Click on “Set as current stage” | ||||
Click on “All Details” tab and “Approval History” |  | |||
Click on “Approve” button |   | |||
GIN JOURNEY | ||||
Goto More → Implementation/Administration |  | |||
Click on the GIN number |  | |||
GIN should be in the GI-Handover stage |  | |||
PLEDGE CREATION | ||||
Go to Batch | ||||
Click Batches Tab | ||||
New Batch => Record type = Open Batch => Next | Open batch |
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On New Batch | ||||
User | search Monica KluegelAna Simic | |||
Batch Type | Gifts/Pledges | |||
Batch Date | Select from Calendar => Today date | |||
Source of Data | Pledge | |||
New Unconditional Pledge Control Amount | $20,000 | |||
Do not Feed | Un-Ticked | |||
Review status | People validated Successfully | |||
Default Entry Type | Pledge | |||
Default Method | Pledge | |||
Default Acknowledgement | Search and select "Email - Receipt" | |||
Batch Item Pledge Payment | Manual Review | |||
leave the rest as default then Save | Batch 0074853 created | |||
the new batch screen shown | Batch 0074853 | |||
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 |
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total pledge | 20000 | |||
Due date | 14/08/2022 (select from calendar next month date) | |||
Pledge type | unconditional | |||
Campaign Appeal | Search and select '2022 Unsolicited Community Giving' | |||
Designation | Search & select 'ENG, Sship in Computational Linguistics at bachelor or undergrad lvl-2400'  | |||
Acknowledgement | search and select "Email - Receipt" | |||
Annual Receipt | Ticked | |||
Signator | Allen C Granger | |||
Leave the rest as default | ||||
Click "Calculate Payments" button | ||||
Click Save | ||||
Pop up Unfunded Opportunities | ||||
Click "Link Payment to Opportunity" | Computer Science Scholarship | |||
batch item created | ||||
Click View Batch Item to check if opportunity was linked correctly or not | Link Opportunity = Computer Science Scholarship | |||
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 | Logout of the User | Close the Browser||
GIN JOURNEY | ||||
Once the pledge is created | ||||
Goto the GIN page and refresh | ||||
GIN Stage should have moved from “GI-Handover” to “GI-Kick Off” and Gift Pledge created in the previous steps should have been updated here. |  | |||
Mark other 3 stages as complete | ||||
Navigate to the opportunity | ||||
Click on “Closed” | Closed won and save |