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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 | |
 Login as one of the approvers and approve the GIN | 
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GIN JOURNEY | |||
In the same opportunity, Click on More → Implementation/Administration |  | ||
Click on the GIN number |  | ||
GIN should be in the GI-Handover stage |  | ||
Add an opportunity component after setting Chart of account type to New & Existing | 
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Move the GIN to next stage as the opportunity owner | |||
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 | 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 |
