Scenario | Test Record Mutliple soft credits across households within the batch and close the batch | |
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Test Case Id | GA-0034 | |
Test Case Description | GA-0034 - Record Mutliple soft credits across households within the batch and close the batch | |
Notes | ||
Dependency | Jira Ticket | |
Reviewed by (business) & approved date | Aysh 27/03/2023 | |
Automation (AccelQ) | Ready for automation |
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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Create new batch | |||
Click Batches Tab | |||
New Batch => Record type = Open Batch => Next |
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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 | Modifications | ||
Payment Control Amount | $0 | ||
New Unconditional Pledge Control Amount | $0 | ||
Do not Feed | Ticked | ||
Review status | People validated Successfully | ||
Default Entry Type | Soft Credit - This Account | ||
Default Method | Soft Credit | ||
Default Acknowledgement | Search and select "Defaiult" | ||
Batch Item Pledge Payment | Manual Review | ||
leave the rest as default then Save | Batch 0074865 created | ||
the new batch screen shown | Batch 0074865 | ||
click on Batch items button | |||
On Batch item window | |||
Account | search & select Account 'Ms Stephanie Potter' | ||
Entry type | Soft Credit - This Account | ||
Amount | $35,000 |
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Campaign Appeal | Search and select '2022 Major Giving' | ||
Designation | Search & select 'Holding - General Donations - 2400' | ||
Acknowledgement | search and select "Default" | ||
Signator | Stephanie Potter | ||
No Receipt | Ticked | ||
Leave the rest as default | |||
Click Save | |||
Edit the batch item | |||
Gift/Pledge Number | Search and select 002367370 | ||
Click Save | |||
batch item created | |||
New Soft Credit Batch Item | |||
On Batch item window | |||
Account | search & select Account 'Mr Allen C Granger and Mrs Glenys Granger' | ||
Entry type | Soft Credit - This Account | ||
Amount | $35,000 |
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Campaign Appeal | Search and select '2022 Major Giving' | ||
Designation | Search & select 'Holding - General Donations - 2400' | ||
Acknowledgement | search and select "Default" | ||
Signator | Alan C Granger | ||
No Receipt | Ticked | ||
Leave the rest as default | |||
Click Save | |||
Click Edit the batch item next to the batch items | |||
Gift/Pledge Number | Search and select 002367370 | ||
Click Save | |||
batch item created | closed |||
close batch item screen | and go 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 Executed this test case successfully - Batch 0076028 | ||
Logout of the User | |||
Close the Browser |