Scenario | Create a Joint Credit Pledge. Attach a soft credit to a pledge | |
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Test Case Id | GA-0018 | |
Test Case Description | Create a Joint Credit Pledge. Attach a soft credit to a pledge | |
Notes | ||
Dependency | Jira Ticket | https://sydneyuni.atlassian.net/browse/PP-4406|
Reviewed by (business) & approved date |
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Automation (AccelQ) |
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 |
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Click Batches Tab | |||
Click New Button |
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Record Type = Open Batch, Click Next | |||
User | choose current user | ||
Batch Type | Gifts/Pledge | ||
Batch Date | Today's date | ||
Source of Data | ChequesPledge | ||
Click Save | |||
Click "Batch Items" button | |||
Accounts | choose an account | linked to another contact with soft credit is ticked (i.e Mr Dylan Alcott, OAM)with two people in the household | |
Entry Type | Pledge | ||
Pledge Schedule Type | Single Payment | ||
Total Pledge | 2000 | ||
Pledge Type | Unconditional | ||
Campaign Appeal | 2022 Campus Tours Working List | ||
Designation | PENDING HOLDING- | Research into NutritionD | |
Acknowledgement | Default | ||
Signator | choose an account | ||
Click Calculate Payment | Payment summary appears | ||
Click "Save and Add Soft Credit" Button | open pledges and opportunities screen may pop up | ||
if open pledges screen pop up, click Save Transaction without saving button | choose an account for soft credit pops up | ||
choose a contact | choose a contact (ie. Dylan Alcott Foundation) |
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click ok | Manually Add Soft Credit screen pops up | ||
Tick Create a New Soft Credit for Account | |||
Save | |||
Click the Batch Number to go back | |||
click Batch number to go back to the Batch | |||
click Edit button | |||
New Unconditional Pledge | 2,000 | ||
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 Item Tab | |||
Click the Batch Item | |||
Click Related tab | should have transactions in Batch Item Automated Soft Credits | ||
Logout of the User | |||
Close the Browser |