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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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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 | |
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 | |
stage | 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 ) | |
Click SAVE | 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 | ||
In the same opportunity, Click on 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 Ana 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  | |
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 | |
GIN JOURNEY | ||
Once the pledge is created and the batch is closed | ||
Goto the GIN page and refresh | ||
GIN Stage should have moved from “GI-Handover” to “GI-Kick Off” and Gift Pledge created in the above step should have been updated here. |  | |
Mark other 3 stages as complete |  | |
Navigate to the opportunity created | ||
Click on “Closed” | Closed won and save |