Scenario | Creating a pledge and add instalments | ||||||
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Test Case Id | GA-0003 | ||||||
Test Case Description | Creating a pledge and add instalments | ||||||
Notes | |||||||
Dependency | Accounts and Contacts Exist | ||||||
Reviewed by (business) & approved date | Ana Simic 3/11/22 | ||||||
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 | Pledges | ||
Click Save | |||
Click "Batch Items" button | |||
Accounts | choose an account | ||
Entry Type | Pledge | ||
Pledge Schedule Type | Fixed Payment Amount, Fixed Number of Payments | ||
Individual Payment | 10,000 | ||
# of Payments | 12 | ||
Paid Every | 1 | ||
Interval | Month(s) | ||
1st Payment Due | 1st day of next month | ||
Pledge Type | Unconditional | ||
Bill | Ticked | ||
Campaign Appeal | 2022 Campus Tours Working List | ||
Designation | HOLDING-D | ||
Acknowledgement | Default | ||
Signator | choose | an a contact | |
Click "Calculate Payments" button | |||
click "Save" Button | |||
If Open Pledges and/or Unfunded Opportunties screen pop up, click "Save Transaction without Linking" Button | |||
click Batch number to go back to the Batch | |||
click Edit button | |||
New Unconditional Pledge Control Amount | 120,000 | ||
Click Save | |||
Click Close Batch Button | |||
Click "Confirm Close" Button | |||
Click "OK" Button. Refresh screen till record type is set to "Closed Batch" | Goes back to Batch record and Record Type is converted to "Closed Batch" | ||
Click "Account" name on the Batch Items in the right hand related list | goes to the Account record | ||
Click on "Giving" tab | Gift/Pledgte record is created | ||
Click on the Gift/Pledge that was just created | all 12 transactions are created | ||
Logout of the User | |||
Close the Browser | |||