Scenario | Enter a payment for a customer account with multiple contacts and assign the legal credit information and the recognition credit information | ||||||
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Test Case Id | GA-0009 | ||||||
Test Case Description | Enter a payment for a customer account with multiple contacts and assign the legal credit information and the recognition credit information | ||||||
Notes | |||||||
Dependency | |||||||
Reviewed by (business) & approved date | Ana Simic 15/11/22 | ||||||
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 | Monica KluegelAna Simic |
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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/Pledges | |||
Batch Date | Today's date | |||
Source of Data | PledgesCheck | |||
Click Save | ||||
Click "Batch Items" button | ||||
Accounts | choose an account with multiple contacts with no open pledge (i.e. Dr Robert McKenzie and Dr Lyndall McKenzie) | |||
Entry Type | Check | |||
Amount | 100 | |||
Campaign Appeal | 2022 Campus Tours Working List | |||
Designation | PENDING HOLDING- | Research into NutritionD | ||
Acknowledgement | Default | |||
Signator | choose an | accountcontact | ||
click save | Batch Item created | |||
Click recognition icon  | Recognition screen pop up | |||
edit recognition for first contact | change legal credit to | 70100 | ||
edit the Primary Recognition Amount | calculate the | 70% 100% of the amount | ||
click save | ||||
edit recognition for second contact | change legal credit to | 300 | ||
edit the Secondary Recognition Amount | calculate the | 30% 0% of the amount | ||
click save | ||||
click Batch number to go back to the Batch | ||||
click Edit button | ||||
Payment Control Amount | 100 | |||
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 Items tab | ||||
Click the Batch item to open it | ||||
Click the "Gift/Pledge Number" | go to Gft/Pledge record | |||
Click "Recognition Credits" | two records should be created 100, 0 | |||
Logout of the User | ||||
Close the Browser |