Scenario | Create a Joint Credit Pledge. Attach a soft credit to a pledge |
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Test Case Id | GA-0018 |
Test Case Description | Create a Joint Credit Pledge. Attach a soft credit to a pledge |
Notes | |
Dependency | |
Jira Ticket |
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 Kluegel |
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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/Pledge | |
Batch Date | Today's date | |
Source of Data | Cheques | |
Click Save | ||
Click "Batch Items" button | ||
Accounts | choose an account linked to another contact with soft credit is ticked (i.e Mr Dylan Alcott, OAM) | |
Entry Type | Pledge | |
Pledge Schedule Type | Single Payment | |
Total Pledge | 2000 | |
Pledge Type | Unconditional | |
Campaign Appeal | 2022 Campus Tours Working List | |
Designation | PENDING - Research into Nutrition | |
Acknowledgement | Default | |
Signator | choose an account | |
Click Calculate Payment | Payment summary appears | |
Click "Save and Add Soft Credit" Button | open pledges and opportunities screen may pop up | |
if open pledges screen pop up, click Save Transaction without saving button | choose an account for soft credit pops up | |
choose a contact | choose a contact (ie. Dylan Alcott Foundation) |
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click ok | Manually Add Soft Credit screen pops up | |
Tick Create a New Soft Credit for Account | ||
Save | ||
Click the Batch Number to go back | ||
click Batch number to go back to the Batch | ||
click Edit button | ||
New Unconditional Pledge | 2,000 | |
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 Item Tab | ||
Click the Batch Item | ||
Click Related tab | should have transactions in Batch Item Automated Soft Credits | |
Logout of the User | ||
Close the Browser |