Scenario | Test Create a recurring gift and pledge for an account with multiple contacts and close batch |
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Test Case Id | GA-0030 |
Test Case Description | GA-0030 - Create a recurring gift and pledge for an account with multiple contacts and close batch |
Notes | two contacts in household. we want to give only credit to one contact. create the recurring gift. then create the pledge to link it to the recurring gift. |
Dependency | |
Reviewed by (business) & approved date | Ana Simic 14/11/22 |
Automation (AccelQ) |
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 |
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Go to Account | ||
Search and select house hold account that have multiple contacts: 'Mr Allen C Granger and Mrs Glenys Granger' | https://sydneyuni-adv--uat.sandbox.lightning.force.com/lightning/r/Account/0014a000007ncqBAAQ/view | |
Click 'All details' data tab | ||
Click on quick links - Recurring Gifts | ||
Click button 'New' | ||
Type | Continuity Pledge | |
date committed | Select from Calendar => Today date | |
Date Started | Select from Calendar => Today date | |
Campaign | Search and select '2022 Unsolicited Community Giving' | |
Fundraising Campaign | Search and select '2022 Fundraising Campaign' | |
Amount | $20.00 | |
Frequency | Monthly | |
Designation | Search & select 'DVCR, Cancer Research Fund-2401' | |
Method | Credit Card | |
credit Card Type | Mastercard | |
Last Three digits of Credit Card | 456 | |
Account | search & select 'Mr Allen C Granger and Mrs Glenys Granger' | |
Contact | search & select 'Glenys Granger' | |
Next Payment Due Date Override | Select from Calendar => Next month date of Today | |
Click SAVE | Recurring Gifts created 004962 | |
Create new batch | ||
Click Batches Tab | ||
New Batch => Record type = Open Batch => Next |
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On New Batch | ||
User | search Monica Kluegel | |
Batch Type | Gifts/Pledges | |
Batch Date | Select from Calendar => Today date | |
Source of Data | Recurring Payments | |
Payment Control Amount | $0 | we don't put payment at the same time as the pledge |
New Unconditional Pledge Control Amount | $20 | |
Do not Feed | Ticked | |
Default Entry Type | Pledge | |
Default Method | Pledge | |
Type | Single payment | we use single payment for continuity (recurring gift with no end date) |
Default Acknowledgement | Search and select "Recurring Gift - Consolidated Receipt" | |
Annual Receipt | Ticked | |
Signator | fill in the contact to receive the legal credit | |
leave the rest as default then Save | Batch 0074852 created | |
the new batch screen shown | Batch 0074852 | |
Locate "Link to Recurring Gift" | Search and select the Recurring Gift create above (004962) |  |
click on Recognition icon | ||
click edit on one contact | ||
change Legal Credit | 100% | |
change Primary recognition amount | 50 | |
Click Save | ||
click edit on second contact | ||
change Legal Credit | 0% | |
change Primary recognition amount | 0 | |
Click Save | ||
closed batch item screen | ||
back to batch | ||
Click "Closed Batch" | ||
click "Confirm Close" | ||
Click OK on " The batch close process has been started. You will receive an email when the process is complete." | Successful create the batch with no error | |
verify in the recurring fit that the pledge is linked. | ||
Logout of the User | ||
Close the Browser |