# | Jira | Category | Test Scenarios | Regression Test Status | Tested By | Technical Notes / Comments | Test Case 1 | Test Case 2 | Test Case 3 | Test Case 4 | Test Case 5 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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 | Completed Pass | RN | 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 | ||||||
2 | Bio Updates | Decease a contact check open pledges reminder | Completed Pass | RN | 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 | N/A | run Apsona Report "Acknowledgement Report - Dues" | n/a - duplicate | ||||||
4 | Receipting | Consolidated Receipt Generation | Completed Pass | RN | |||||||
5 | Receipting | Generate Different Wording for donation receipts where the Parent Campaign is memorial/Celebration Giving | Completed Pass | RN | 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 | Completed Pass | SR | There is an error in Apsona in BlueSky and was already raised to Apsona. | ||||||
7 | Batch Processing - gifts | Process a gift in kind (personal property or real property), record the description and close the batch | Completed Pass | SR | |||||||
8 | Batch Processing - pledges | Single payment pledge | Completed Pass | RN | |||||||
9 | Batch Processing - Dues | Enter a transaction for dues/membership and close batch | Completed Pass | RN | 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 | ||||||||
11 | Receipting | Generate acknowledgement of funds not a tax deductible receipt (grants both research and non research different text?) | |||||||||
12 | Receipting | Generate donation receipt | Blocked | SR | |||||||
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 | |||||||||
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 | |||||||||
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 | GA-0021 | |||||||
18 | Reporting | Print the banking and settlement report and compare it to the items you entered on the batch | Completed Pass | THT | I think this cannot be automated? | ||||||
19 | Batch Processing - gifts | Record Mutliple soft credits across households within the batch and close the batch | Completed Pass | THT | Combine this with PP-4381 | ||||||
20 | Receipting | Reproduce receipt after modifying the gift | Blocked | SR | I raised a ticket to AQ because receipt is not being voided. According to AQ, receipt is not voided by the process. | ||||||
21 | Batch Processing - Modifications | Add or delete a soft credits on an existing gift or pledge | Completed Pass | THT | |||||||
22 | COA | Add a restricted donor to a chart of account and save | Completed Pass | THT | |||||||
23 | Batch Processing - Modifications | Remove a payment against an existing pledge by voiding | Completed Pass | THT | |||||||
24 | Post Batch Processing | Add, change, delete a campaign on an existing gift or pledge | Completed Pass | ||||||||
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 | Blocked | SR | |||||||
27 | Batch Processing - pledges | Creat a joint legal credit pledge | Completed Pass | THT | |||||||
28 | Batch Processing - pledges | Create a recurring gift and pledge and close batch | Completed Pass | THT | |||||||
29 | Batch Processing - pledges | Create a recurring gift and pledge for an account with multiple contacts and close batch | Completed Pass | THT | |||||||
30 | COA | Create a new chart of accounts and use the next sequential designation code | Completed Pass | THT | |||||||
31 | Batch Processing - pledges | Create a pledge or and link it to an opportunity | Completed Pass | THT | |||||||
32 | Batch Processing - pledges | Creating a batch for Bequest Budget | Completed Pass | SR | |||||||
33 | Bio Updates | Test a join, separate, and decease request | In Progress | SR | |||||||
34 | Batch Processing - pledges | Creating a pledge and add instalments | Completed Pass | SR | |||||||
35 | Receipting | Ensure copy of receipt is attached to receipt record after printing | |||||||||
36 | Batch Processing - gifts | Enter a payment (cheque) and close batch | Completed Pass | SR | |||||||
37 | Receipting | Test that the dues/membership receipt works | In Progress | SR | |||||||
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 | Completed Pass | THT | |||||||
40 | Batch Processing - gifts | Create a payment against a recurring gift and close the batch with multiple contacts and post the batch | Completed Pass | THT | 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 | Completed Pass | THT | |||||||
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 | Completed Pass | SR | |||||||
43 | Batch Processing - gifts | Enter a payment against a pledge and close the batch | Completed Pass | THT | |||||||
44 | Smart Batch | Enter a payment against a pledge and close the batch with multiple contacts | Completed Pass | SR | |||||||
45 | Reporting | Generate the Advancement Services Banking & Settlement Report to Finance & Treasury | N/A | n/a - duplicate | |||||||
46 | Batch Processing - pledges | Create a Joint Credit Pledge. Attach a soft credit to a pledge | Completed Pass | RN | |||||||
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 | Completed Pass | THT | |||||||
48 | Batch Processing - pledges | Record that a pledge needs a reminder when entering a batch item | Completed Pass | THT | |||||||
49 | Batch Processing - pledges | Write off a pledge and post batch | Completed Pass | SR | |||||||
50 | Receipting | Change the acknowledgement on a gift from NR to Default. Rerun the receipt and confirm if it attaches the PDF | Completed Pass | THT | |||||||
51 | ?? | Smart Batch | Gift Pledge Correction | ||||||||
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 | |||||||||
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 | N/A | 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 |