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Scenario | Enter a third-party payment against a pledge and close the batch |
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Test Case Id | GA-0040 |
Test Case Description | Enter a third-party payment against a pledge and close the batch |
Notes | create a payment to an account, legal credit to account |
Dependency | foundation account |
Reviewed by (business) & approved date | Ana Simic 15/11/22 |
Test Execution Video | |
Automation (AccelQ) |
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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 | Ana Simic |
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Click Batches tab | |||
click New button | Open Batch | Select Record Type screen pops up | |
Click Next | |||
User | current user | ||
Batch Type | Gifts/Pledges | ||
Batch Date | today | ||
Source of Data | Pledges | ||
click Save | |||
click Batch Items button | Smart Batch screen appears | ||
select account | foundation account | ||
Entry Type | Pledge | ||
Pledge Schedule Type | Singel Payment | ||
Total Pledge | 10000 | ||
Pledge Type | Unconditional | ||
CampaingCampaign | 2021 Planned Giving | ||
Designation | choose valid designation | ||
AcknowldegementAcknowledgement | Default | ||
Click Calculate Payment | |||
Click Save | |||
Click Batches tab | |||
click New button | Open Batch | Select Record Type screen pops up | |
Click Next | |||
User | current user | ||
Batch Type | Gifts/Pledges | ||
Batch Date | today | ||
Source of Data | ACH | ||
click Save | |||
click Batch Items button | Smart Batch screen appears | ||
select account | choose an account | ||
Entry Type | ACH | ||
Amount | 10000 | ||
CampaingCampaign | 2021 Planned Giving | ||
Designation | choose valid designation | Acknowldegement(match the designation on the pledge) | |
Acknowledgement | Default | ||
Signator | choose a contact | ||
Click Save and Add Soft Credt | Choose Account for Soft Credit Screen pops up | ||
AccontAccount | choose foundation account from earlier batch | ||
Click Ok button | Manually Add Soft Credit screen pops up | ||
choose a pledge | choose pledge created from earlier batch | ||
click Save button | |||
click Batch number | back to Batch screen | ||
Payment Control Amount | 10000 | ||
Click Save |
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Click Close Batch button | Confirmation Screen shows | ||
Click Confirm Close Button | |||
click Ok | back to Batch screen | ||
wait till Record Type become closed batch | |||
click bath item tab | |||
click batch item | |||
click related tab | |||
clikc click Batch Item Automated Soft Credit | soft credit record shows | ||
click link to pledge | pledge screen record shows | ||
click view all on Transactions related list | Transactions list shows | ||
Logout of the User | |||
Close the Browser |