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Scenario | Expected | Result | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
TAPSS- 2302
AQ 26: Smart Batch 2.0 Field & Report Types Configuration Verify that the following new items are added to Batch item object Object - Batch Item (AQB__Batch_Item__c)
| GA-PASS | |||||||||
TAPSS- 2302
Verify tha the following new items are added to Batch item transactions object
| GA-PASS | |||||||||
Defect Fixes | ||||||||||
TAPSS-2373 -
Error reported V26: Source of Data= Modification Batch Type = Gift Batch Method = Void Void and Correction. Void and add correction - Got an error saying “failed to load opportunities” and the screen is stuck on loading. My gift has not saved yet. Also gift date and gift credit date not appearing at smart batch entry level.
2.When I selected "Allocation code incorrect" value and all other values in "Void notation" field, an error message is displayed | Below error message must NOT be displayed
| rommel.ngo to explore this functionality and provide recommendations to Ana GA-PASS | ||||||||
TAPSS-2379 :
As a Gift Administrator, I want to make gift/pledge correction in a bulk, so that I do not need to manually correct each batch. Please refer to Jira for steps to reproduce | GA-PASS Confirming that Bulk Corrections does not update the linked soft credit on a gift. | |||||||||
TAPSS-2387 -
AQV29:Confirm Available Methods in Smart Batch 2.0 | Josh Berg (Affinaquest Help Desk (Advancement RM)) Nov 5, 2024, 9:42 AM EST Senoah, | Sushma Ramachandrappa to update the list of methods on 2.0 GA-PASS I have added the order we would like the methods to be in, in the Jira ticket - TAPSS-2387 ACH Add transaction to Existing Gift Cash Check Consolidated Gift Convert Gift to Pledge Payment Credit Card Crypto DAF Gift Grant Matching Gift Matching Gift Payment Paypal Payroll Deduction Personal Property Planned Gift Pledge Pledge Write Off Real Property Securities Service Soft Credit - Other Account Soft Credit - This Account Transfer Venmo Void Wire | ||||||||
TAPSS-2395 -
AQ 29 Smart Batch: Gift Date and Credited Year As a Gift Administrator, I want to see Gift Date and Credited Year Override Date in Smart Batch 2.0, so I can process the batch with the information accordingly. 1.Create a batch with Smart Batch 2.0 checkbox ticked 2.Check ‘Gift Date’ and ‘Gift Credit Date' checkbox in batch and click ‘Batch Item’ button |  | GA-PASS | ||||||||
TAPSS-2397-
AQV29: Confirm the defaulted batch 2.0 when batches are auto-created for credit card, recurring gifts and iModules (Zendesk #12477) Other auto created batches = new recurring gifts in a pledge batch and refunds of credit cards gifts via blackthorn. |  | rommel.ngo Tested credit card, recurring gift, new recurring pledge and refund - still need to check a new imodules batch. Tested imodules Gift with Monica GA PASS | ||||||||
TAPSS-2399 -
AQV29 Smart Batch 2.0: Adding multiple soft credits to the gift As a gift administrator, I want to add multiple soft credits to the gift so I can process the batch accordingly. | Multiple Soft Credits Added at time of Data EntryMultiple soft credits can now be entered at the time of data entry in Smart Batch 2.0. After entering a gift, choose Save and Add Soft Credit 
 There is no limit to the number of soft credits that can be added. Soft Credits can also be added after the Batch Item is created by clicking on the C dot
 Choose Add Soft Credit to add another Soft Credit  it also gives you the option to add the soft credit even after you have saved the Batch Item
| rommel.ngo Limitations noted: Pledges - able to add multiple soft credits but unable to edit or remove them. This is an issue because we have many pledges that require the editing of soft credit amount and we sometimes need to remove a soft credit that was added by mistake. deletion and edit of “Pledge Soft Credit Transaction” is not allowed. checking if this is a permission issue. | ||||||||
TAPSS - 2400 -
AQV29: Update Batch Approval Report Soft Credit columns As a GA user, I want to make adjustments to the Batch Proof report so that when I enter batch using smart batch 2.0, I am seeing the information as it was and can distinguish the soft credit vs hard credit.
| ‘Date' ‘Amount' ‘Designation’ ‘Designation Number’ columns must be added into ‘Batch Item Automated Soft Credits’ table | Ana Simic Please wait until confirmed 16/01 - Fields are added and are available for testing. Rommel’s Test
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Pledge correction batch issue when there are two payments against one pledge We modified this gift from the holding designation to the new designation using a pledge correction batch and now one of the EFT's is paying down the wrong pledge instalment - https://sydneyuni-adv.lightning.force.com/lightning/r/AQB__Gift__c/a0sOn000000ZnFZIA0/view Actual Behaviour The payment row is now paying down the wrong pledge instalment (Select Item 20 003145448) Expected: The payments should still pay down the pledge rows they were paying down before the modification batch was completed. Business Impact: The donor has made a new payment and we cannot process it or receipt them until the pledge is fixed. Not sure why the pledge correction batch modification would behave this way and would like to know how to avoid it in future gift/pledge modifications . | This Issue that was reported in AQ 26 by Ana is not fixed in AQ29. This has been raised with AQ and below is the response Thanks for bringing this is our attention.” | 1.rommel.ngo In my test case the unpaid pledge installments have somehow been deleted (UAT Batch 0078889) -
disscuess this with Monica, and business accepts the temporary work around of using void and correct until version 30 GA PASS with workaround | ||||||||
 | rommel.ngo Pledge correction batch is not working, it is voiding the rows and not correcting them.
GA PASS with workaround | |||||||||
TAPSS-2393 -
[BAT] Batch Validation not working (Peoplesoft integration) This issue is observed due to the integration between Salesforce UAT and Peoplesoft being down., AQ versions do not have any impact on this integration. We have raised this with John from peoplesoft team. This can be tested once the integrations are up and running successfully | GA-PASS | |||||||||
Regression | ||||||||||
TAPSS-2016-001 Soft credits are created as Batch Item Automated Soft Credits  Batch proof report shows in its separate section with information about the anonimity of the gift as well as the credit, and it also shows the pledge being played. |  | Tested with Monica GA PASS | ||||||||
TAPSS-2304-001 Create a batch with “Gift date” and “Gift credit date” fields checked on the batch | “Gift date” and “Gift credit date” fields must be displayed while adding a batch item | GA-PASS | ||||||||
TAPSS-2037-003 AC4 Pledge Soft Credits Written Off when Pledges are Written Off in Contact Utilities
| Pledge Soft Credit has been written off | GA-PASS | ||||||||
TAPSS-2037-004 AC5 Primary and Secondary Contact checkboxes throw component errors when toggled
| This error message do not appear  | GA-PASS | ||||||||
TAPSS-2037-005 AC6 Receipting Utility Date fields work as expected for orgs in Australian timezone
| receipting utility should pick up the transaction as transaction for that day rather than yesterday | Tested with Monica GA PASS 
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Smart Batch 2.0 testing (Complex Scenarios) | ||||||||||
TAPSS-2037-006 AC2 (GA process remains the same and unaffected by the upgrade) Gift from a foundation with soft credit to a multi contact household with 50/50 LC
| gift and soft credit are created  Soft Credit has GRC  Legal credit should be 0  | GA-PASS Gift has a soft credit, soft credit has GRC and soft credit has $0 legal credit. | ||||||||
TAPSS-2037-007 Accidentally discovered as having been fixed in v25 Indirect Contact Auto Gift Recognition
| GRC credit awarded without error  for Org with indirect contact GRC  for reference, in v24 it would give this error icon and cannot close the batch  | Tested with Monica GA PASS | ||||||||
TAPSS-2037-008 AC2 (GA process remains the same and unaffected by the upgrade) Transferring an Org Gift or an fully paid pledge from holding to a new designation with soft credit to a household account
| Note that this is a hypothetical scenario which results to two GRC on the same contact, one through GRC on Soft Credit and the other is through automatic award of GRC on the Gift itself. User should be aware not to do this as it duplicates the GRC records. User should choose either to award GRC through the indirect relationship or through the creation of Soft Credit Gift Pledge   Soft Credit
As mentioned this scenario resulted to two GRC on the contact  | Tested with Monica GA PASS | ||||||||
TAPSS-2037-009 AC2 (GA process remains the same and unaffected by the upgrade) Continuation from previous test
| Pledge is paid  Soft Credit also paid  | Tested with Monica GA PASS | ||||||||
TAPSS-2037-0010 AC2 (GA process remains the same and unaffected by the upgrade) Continuation from previous test
Note that in version 27, user can use Batch Correction to correct a paid pledge with Bulk entry. Eliminating the process of voiding the payment, transferring to a new designation and entering the payment again. Bulk CorrectionsIn Gift/Pledge Corrections Batches, Gifts and Pledges can now be searched for on Gift/Pledge Number allowing for the update of Gifts and Pledges (including closed Pledges) to be done in a single step for change of Designation.
| Payment and Soft Credit Pledge are Voided   After Batch Correction, both Pledge and Soft Credit Pledge are corrected   After entering the new payment on new Designation   | Tested with Monica GA PASS Without using Batch Correction the process would be
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TAPSS-2037-0011 AC2 (GA process remains the same and unaffected by the upgrade) Convert a gift to pledge payment
| Gift has been voided
payment has been applied to pledge
| GA-PASS | ||||||||
TAPSS-2037-0012 AC2 (GA process remains the same and unaffected by the upgrade) ASOP recurring gift payment Batch | Captured 4 cards due next month and a batch was auto created. All batch items are linked to the recurring gift and pledge. | GA-PASS | ||||||||
Smart Batch 2.0 testing (Simple Scenarios) | ||||||||||
TAPSS-2037-0013 AC2 (GA process remains the same and unaffected by the upgrade) PeopleSoft Integration, Validation  | Batch Should be either Validated Successfully or Not | GA-PASS | ||||||||
TAPSS-2037-0014 Establishing a new recurring gift.
| New recurring continuity pledge has been created and linked to the recurring gift object. The payment schedule is active and linked to the recurring gift object. The BT transaction due date and recurring gift due date match. | GA-PASS | ||||||||
TAPSS-2037-0015 Auto creation of a credit card batch
| New transaction would authorise successfully. New transaction would capture successfully. Batch will auto create with batch item and batch item transaction. Batch is auto assigned to the user who captured the transaction. Batch item is linked to the BT transaction that was captured. | GA-PASS | ||||||||
TAPSS-2037-0016 Create and modify from holding a 3rd party pledge payment.
| 3rd party payment would successfully pay down the instalment on the pledge. 3rd party payment and pledge would successfully transfer to the new designation. | |||||||||
TAPSS-2037-0017 Creating a Bequest budget and make the deceased contact the signator
| No longer able to give 0% legal credit and 100% GRC to a deceased contact if they are a direct contact of the Estate but you can make them a signator after saving the batch. Waiting until we can use the signator relationship type to have a signator appear in smartbatch. | GA-PASS | ||||||||
TAPSS-2037-0018 Create a Multi designation pledge and add a payment.
| Pledge is successfully created with multiple designations. Pledge is successfully paid down with one payment splitting into the two designations. | GA-PASS | ||||||||
TAPSS-2037-0019 Run reports from smartbatch e.g batch approval report, imodules batch proof, credit card batch proof. 
 | Successfully run all reports from the batch. | |||||||||
TAPSS-2037-0020 Cheque batch - (check custom fields) add cheque details in description field and check that they appear in the corresponding fields in the batch item.   Change cheque dates using the 'Usyd Batch date' option on the batch details screen.   Add a bequest intention task to a cheque gift from the batch item transaction screen.  | Check details transfer automatically from the description field into the batch item bank, BSB and drawer fields. New bequest task is created successfully from the batch item transaction screen. Batch dates, batch item dates and batch transaction dates are all updated to the date entered into the Usyd Bank date change function. | rommel.ngo as discussed, custom fields - not populating from description - Tracking under -
Usyd batch date - GA PASS bequest task - GA PASS | ||||||||
TAPSS-2037-0021 Receipting
| Receipt object is successfully created. Apsona report generated a reciept, attaches the PDF receipt to the receipt object and emails the donor using the email receipt template. | Sushma Ramachandrappa to successfully test this I will need emails turned on in UAT. I have already raised this as part of MA testing. Post receipt - PASS Email receipt - Not done | ||||||||
Entry Methods | Cheque - Cheque details are not populating from the description into the batch item and into the custom bank, bsb and drawer fields. - Tracing under Jira -
Credit card - GA PASS ACH - GA PASS Pledge - GA PASS Recurring gift - GA PASS Planned gift - GA PASS Add Soft Credit - GA PASS Pledge Payment - GA PASS Void - GA PASS Multi contact household - GA PASS 3rd party pledge payment - GA PASS Add transaction to existing gift - Soft credit this account - Soft credit other account - Personal property - | |||||||||
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