Content Comparison

Action

Data

Expected Result

Enter the URL

https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/

Enter username

Enter Password

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

Once in Affinaquest app, go to Gear Icon

Click on Set up - Blue icon

Click on Users tab

Click on Users

Click on login against the user ( GA User) having all permissions

Ana Simic

User 

Click Batches Tab

Click New Button

Record Type = Open Batch, Click Next

User 

choose current user

Batch Type

Gifts/Pledge

Batch Date

Today's date

Source of Data

Bequest Budget

Click Save

Click "Batch Items" button

Accounts 

choose an "Estate Account" (i.e. Estate of the late Marcus Susanto)

Entry Type

Planned Gift

Payment Method

Pledge

Instrument

Bequest

Maturity Date

pick a future date

Total Asset Amount

100000

Total Pledge

10000

Due Date

pick a future date

Pledge Type

Unconditional

Campaign Appeal

2022

Planned Giving

Designation

HOLDING-

B

Acknowledgement

NR-BEQUEST

Signator

If the Estate Account as one contact then by default account is selected. If the Estate Account has multiple contacts then select any one contact

the deceased contact

Tick Do not Receipt

Yes

Click "Calculate Payment Button

Payment summary appears

click Save

Batch Item created

click Batch number to go back to the Batch

click Edit button

New Unconditional Pledge Control Amount

10,000

Click Save

Click Close Batch

Confirmation screen shows

click "Confirm Close" Button

click Ok

Goes back to Batch record and Record Type is converted to "Closed Batch"

Click "Batch Items" tab

Click Batch Item to open

Click Gift/Pledge Number

Transaction exist

Logout of the User

Close the Browser