Description
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Description
Persona + Need + Purpose
As a
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Create a new field “Original Receipt Name”
Provided access via Admin, Read Only profiles and Permission set USYD_SmartBatchGiftEntry
Added the field to the page layouts in use
Created a Receipt Before Save flow - to update the Receipt->Gift/Pledge->GRC Rollup to the new field
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Test Scenario 1:
Create a Receipt using the Standard Process by going to the “Receipting” tab
Provide Batch/Gift Number and click on Create Receipts
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Check the Receipt created find the “Original Receipt Name” - It should display the Gift-GRC Rollup value
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Test Scenario 2:
Update the Account Name linked to above gift from New Test 123 to New Test 123 Swathi
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Check the Receipt record “Original Receipt Name” if changed (It shouldn’t change)
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Test Scenario 3:
Update the created Receipt and check if the Original Receipt name is altered.
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Test Scenario 4:
Check if except GA and Admin anyone able to edit the Original Receipt Name
Note: All admins, GA team, BI-DRS will get edit access to field and also any users with Advancement Service Permission set Group will automatically get access
Why DO Laila has Advancement Services permission set group.
Test Scenario 5:
Run Apsona Receipting template and check if the Account Name mapping is changed to new field.