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Scenario | Batch Processing - gifts | ||||||
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Test Case Id | GA-0041 | ||||||
Test Case Description | Process a gift against an Estate with the singator being the deceased person linked to the Estate | ||||||
Notes | decease contact is linked to the estate account through direct link. payment is a direct deposit / check choose the decease person as the signator use planned gift as entry type | ||||||
Dependency | |||||||
Reviewed by (business) & approved date | Ana Simic 14/11/22 | ||||||
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 | Direct Deposit | |||
click Save | ||||
click Batch Items button | Smart Batch screen appears | |||
select account | estate account whose deceased contact is set as secondary contact and directly linked to the estate account | |||
Entry Type | Planned Gift | |||
Payment Method | ACH | |||
Instrument | Bequest | Maturity Dateone year from today | ||
Enter Amount | 100000 | |||
CampaingCampaign | 2021 Planned Giving | |||
Designation | choose valid designation | |||
AcknowldegementAcknowledgement | NR-Bequest | |||
Signator | choose the deceased contact | |||
No Receipt | ticked | |||
click save | Batch Item created | |||
click Batch number | back to Batch screen | |||
Payment Control Amount | 100000 | |||
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 Batch Items tab | ||||
click on the Batch item |
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click on the Gift/Pledg Number | transaction exist for the gift | |||
Logout of the User | ||||
Close the Browser |