# | Jira | Category | Test Scenarios | Technical Notes / Comments | Test Cases | AccelQ |
|---|---|---|---|---|---|---|
1 | Batch Processing - gifts | Enter a payment (cheque) and link to a pledge for an account with multiple contacts and close batch. Set the Gift Recognition Credits | Set the Gift Recognition Credits to one contact against a joint pledge then enter a payment (cheque) for that pledge and close batch. Check Gift Recognition Credits created | TO BE AUTOMATED | ||
2 | PP-4363 ? | Bio Updates | Decease a contact check open pledges reminder | To test PB "Deceased Notification Starter" which fires off Flow "USyd Deceased with Open Pledges Notification - V5" | ||
3 | Receipting | Acknowledgement letter generation for GST applicable transactions | run Apsona Report "Acknowledgement Report - Dues" Duplicate of 4397 | n/a - duplicate | ||
4 | Receipting | Consolidated Receipt Generation | ||||
5 | Receipting | Generate Different Wording for donation receipts where the Parent Campaign is memorial/Celebration Giving | I tested on Receipt 000013975 in UAT and seems to be working using Apsona multi step report "New Non - Email Receipt" | |||
6 | Batch Maintenance | Batch Approval Report | Run Batch Approval Report; ensure Batch Control Verification-Gifts and Batch control Verification - Pledges are working; Trigger Peoplesoft Validation and change owner on a batch | |||
7 | Batch Processing - gifts | Process a gift in kind (personal property or real property), record the description and close the batch | INCLUDED | |||
8 | Batch Processing - pledges | Single payment pledge | ||||
9 | Batch Processing - Dues | Enter a transaction for dues/membership and close batch | I don't see SmartMembership as mentioned in https://affinaquest.zendesk.com/hc/en-us/articles/360044350872-Dues-and-Membership | |||
10 | Batch Processing - gifts | Process a gift against an Estate with the singator being the deceased person linked to the Estate | Estate Account | TO BE AUTOMATED | ||
11 | Receipting | Generate acknowledgement of funds not a tax deductible receipt (grants both research and non research different text?) | This is not built yet! | |||
12 | Receipting | Generate donation receipt | INCLUDED | |||
13 | Batch Processing - Modifications | Modify a payment schedule of an existing pledge where there have been payments made against the pledge by voiding the transaction and reentering the schedule | Do a multi step mod of an existing pledge where there have been payments made against the pledge by voiding the transaction and reentering the schedule. Check soft credits | |||
14 | Batch Processing - Modifications | Modify the frequency and or installment amount for an existing continuity pledge | ? | |||
15 | Batch Processing - Modifications | Modify the frequency and/or installment amount and/or duration for an existing finite pledge | ||||
16 | Reporting | Monthly pledge prep and processing | Monthly pledge prep and processing Ensure the following reports work Batch Creation report NAB transact upload file (Apsona report) | |||
17 | People soft Integration | Run the validation on the following in a single batch to feed to the GL. Voids and Payments. | skip for blue sky After a 'Feed' batch containing void and payment rows is closed generate Peoplesoft integration files and check | GA-0021 | ||
18 | Reporting | Print the banking and settlement report and compare it to the items you entered on the batch | I think this cannot be automated? This needs to be on a cheque batch | |||
19 | Batch Processing - gifts | Record Mutliple soft credits across households within the batch and close the batch | Combine this with PP-4381 | |||
20 | Receipting | Reproduce receipt after modifying the gift | I raised a ticket to AQ because receipt is not being voided. According to AQ, receipt is not voided by the process. | INCLUDED | ||
21 | Batch Processing - Modifications | Add or delete a soft credits on an existing gift or pledge | ||||
22 | COA | Add a restricted donor to a chart of account and save | Create a new COA with a restricted value ensure validation in place of tick box and account link | |||
23 | Batch Processing - Modifications | Remove a payment against an existing pledge by voiding | ||||
24 | Post Batch Processing | Add, change, delete a campaign on an existing gift or pledge | INCLUDED | |||
24B | Post Batch Processing | Add, change, delete a campaign on an existing gift or pledge | AQ recommendation we do this straight on gift/pledge instead of smartbatch. | |||
25 | Post Batch Processing | Add, change, delete an EFT reference number against a payment | ||||
26 | Batch Processing - Modifications | Change the amount on an existing gift or pledge | This shoul be for one off gift only. Pledges covered in 4375 | INCLUDED | ||
27 | Batch Processing - pledges | Creat a joint legal credit pledge | Create a joint legal credit continutiy pledge | TO BE AUTOMATED | ||
28 | Batch Processing - pledges | Create a recurring gift and pledge and close batch | Create a recurring gift and pledge for a single contact household and close batch | |||
29 | Batch Processing - pledges | Create a recurring gift and pledge for an account with multiple contacts where one contact has the legal credit and close batch | TO BE AUTOMATED | |||
30 | COA | Create a new chart of accounts and use the next sequential designation code | ||||
31 | Batch Processing - pledges | Create a pledge or and link it to an opportunity | Create a pledge and link it to an opportunity. Ensure the pledge status is active after closing | |||
32 | Batch Processing - pledges | Creating a batch for Bequest Budget | Create a Planned Gift Pledge with a Batch Source of data of Bequest Budget | INCLUDED | ||
33 | Bio Updates | Test a join, separate, and decease request | This should be split into three tickets | INCLUDED INCLUDED INCLUDED | ||
34 | Batch Processing - pledges | Creating a pledge and add instalments | INCLUDED | |||
35 | Receipting | Ensure copy of receipt is attached to receipt record after printing | Enter a payment (cheque) and add a bequest Intention/confirmation and close batch. Ensure that cheques details for drawer, Bank and BSB are recorded in separate fields | |||
36 | Batch Processing - gifts | Enter a payment (cheque) and close batch | INCLUDED | |||
37 | Receipting | Test that the dues/membership receipt works | ||||
38 | Post Batch Processing | Add, change, delete a recognition credits on an existing gift or pledge | ||||
39 | COA | Clone an existing chart of accounts and make some changes | ||||
40 | Batch Processing - gifts | Create a payment against a recurring gift and close the batch with multiple contacts and post the batch | I had combine this in the testing of PP-4389. Payment included in GA-0030 | |||
41 | Post Batch Processing | Deactivating a recurring pledge by updating the pledge status to deactivated | ||||
42 | Batch Processing - gifts | Enter a payment for a customer account with multiple contacts and assign the legal credit information and the recognition credit information | Assign the legal credit to one contact and close batch | INCLUDED | ||
43 | Batch Processing - gifts | Enter a payment against a pledge and close the batch | ||||
44 | Smart Batch | Enter a payment against a pledge and close the batch with multiple contacts | Enter a payment against a pledge on an account with Mutiple contacts and close the batch | INCLUDED | ||
45 | Reporting | Generate the Advancement Services Banking & Settlement Report to Finance & Treasury | Duplicate of 4378 | n/a - duplicate | ||
46 | Batch Processing - pledges | Create a Joint Credit Pledge. Attach a soft credit to a pledge | ||||
47 | Batch Processing - gifts | Process a payment for credit card and use the batch item screen to enter the card type and last 4 digits of the card and close batch | ||||
48 | Batch Processing - pledges | Record that a pledge needs a reminder when entering a batch item | ||||
49 | Batch Processing - pledges | Write off a pledge and post batch | INCLUDED | |||
50 | Receipting | Change the acknowledgement on a gift from NR to Default. Rerun the receipt and confirm if it attaches the PDF | ||||
51 | ?? | Smart Batch | Gift Pledge Correction | INCLUDED | ||
52 | Batch Maintenance | Trigger Peoplesoft Validation on a Gift/pledge correction batch type (at this stage this is a bug) | ||||
53 | Batch Maintenance | Ensure USYD Batch date works | ||||
54 | Batch Maintenance | Ensure Notes field and Object are available on Page Layout | ||||
55 | Batch Maintenance | Ensure Task object is available on Batch Item | ||||
56 | Batch Processing - gifts | Enter a third party payment against a pledge and close the batch | TO BE AUTOMATED | |||
57 | Batch Processing - gifts | Enter a gift where the receipt needs approvals | ||||
58 | Batch Processing - Modifications | Change the designation on an existing gift | ||||
59 | Batch Processing - Modifications | Create Pledge/Gift Correction batch and modify the designation, date on a pledge | duplicae with GA-0012/Item#51 ? | n/a - duplicate | ||
60 | Bio Updates | Decease a contact | ||||
61 | Bio Updates | When you mark a contact as deceased update the deceased check box you receive a Reminder to check open pledges | ||||
62 | Post Batch Processing | Add, change, delete anonymity on an existing gift or pledge | ||||
63 | Post Batch Processing | Add, change, delete the descritpion field on an existing gift or pledge | ||||
64 | Post Batch Processing | Add, change, delete credted opportunity on an existing gift or pledge | ||||
65 | Post Batch Processing | Add, change, delete the acknowledgement on an existing gift or pledge | ||||
66 | Receipting | Modify a Grant to Gift Pledge, apply a payment and generate receipt | ||||
67 | Receipting | Run receipting utility by batch ensure that you receive email confirmation | ||||
68 | Receipting | Generate a reprint of a receipt, ensure the receipt object is updated and the new file is attached | ||||
69 | Receipting | Generate receipts on a batch with a transaction where the receipt needs approval. Ensure the receipt object is created but it does not appear in the aposona report | ||||
70 | Receipting | Release a receipt where a receipt has previously required approval but can now be sent | ||||
71 | Reporting | Ensure the Open Pledge records button on COA returns a report | ||||
72 | Reporting | Run Imods integration report | ||||
73 | Reporting | Run Imods integration errors | ||||
74 | Batch Processing - Imods | Run Imods Batch Proof Report on an imodules batch | ||||
75 | Batch Processing - Imods | Convert a lead to an account | TO BE AUTOMATED |
| User | Edits | Comments | Labels |
|---|---|---|---|
| rommel.ngo | 29 | 1 | 0 |
| Mai Ha | 2 | 0 | 0 |