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GA-0030
- rommel.ngo
- sudhir.manjunath
- Mai Ha
Scenario | Create a recurring gift and pledge for an account with multiple contacts where one contact has the legal credit 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 where one contact has the legal credit 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 15/11/22 |
Test Execution Video | |
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 | Ana |
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Go to Account |
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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 |
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Click 'All details' data tab |
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Click on quick links - Recurring Gifts |
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Click button 'New' |
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Type | Continuity Pledge |
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date committed | Select from Calendar => Today date |
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Date Started | Select from Calendar => Today date |
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Campaign | Search and select '2022 Unsolicited Community Giving' |
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Fundraising Campaign | Search and select '2022 Fundraising Campaign' |
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Amount | $20.00 |
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Frequency | Monthly |
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Designation | Search & select 'DVCR, Cancer Research Fund-2401' |
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Method | Credit Card |
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credit Card Type | Mastercard |
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Last Three digits of Credit Card | 456 |
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Account | search & select 'Mr Allen C Granger and Mrs Glenys Granger' |
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Contact | search & select 'Glenys Granger' |
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Next Payment Due Date Override | Select from Calendar => Next month date of Today |
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Click SAVE |
| Recurring Gifts created 004962 |
Create new batch |
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Click Batches Tab |
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New Batch => Record type = Open Batch => Next |
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On New Batch |
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User | search Monica Kluegel |
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Batch Type | Gifts/Pledges |
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Batch Date | Select from Calendar => Today date |
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Source of Data | Recurring Payments |
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Payment Control Amount | $0 | we don't put payment at the same time as the pledge |
New Unconditional Pledge Control Amount | $20 |
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Do not Feed | Ticked |
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Default Entry Type | Pledge |
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Default Method | Pledge |
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Type | Single payment | we use single payment for continuity (recurring gift with no end date) |
Default Acknowledgement | Search and select "Recurring Gift - Consolidated Receipt" |
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Annual Receipt | Ticked |
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Signator | fill in the contact to receive the legal credit |
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leave the rest as default then Save |
| Batch 0074852 created |
the new batch screen shown | Batch 0074852 |
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Locate "Link to Recurring Gift" | Search and select the Recurring Gift create above (004962) | 
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click on Recognition icon |
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click edit on one contact |
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change Legal Credit | 100% |
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change Primary recognition amount | 50 |
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Click Save |
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click edit on second contact |
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change Legal Credit | 0% |
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change Primary recognition amount | 0 |
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Click Save |
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closed batch item screen |
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back to batch |
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Click "Closed Batch" |
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click "Confirm Close" |
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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 |
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| verify in the recurring fit that the pledge is linked. |
Logout of the User |
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Close the Browser |
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