Scenario | Test Remove a payment against an existing pledge by voiding |
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Test Case Id | GA-0037 |
Test Case Description | GA-0037 - Remove a payment against an existing pledge by voiding |
Notes | |
Dependency | |
Reviewed by (business) & approved date |
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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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 | Modifications | |
Payment Control Amount | -$20,000.00 | |
New Unconditional Pledge Control Amount | $0 | |
Do not Feed | Ticked | |
Review status | People validated Successfully | |
Default Entry Type | Void | |
Default Method | check | |
Default Acknowledgement | Search and select "Defaiult" | |
Batch Item Pledge Payment | Manual Review | |
leave the rest as default then Save | ||
the new batch screen shown | Batch 0074872 | |
click on Batch items button | ||
On Batch item window | ||
New Soft Credit Batch Item | ||
On Batch item window | ||
Account | search & select Account 'Mr Allen C Granger and Mrs Glenys Grangerr' | |
Entry type | Void | |
pop up screen |
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Click on "Void Transaction(s) from this gift " - gift pledge number = 002367391 | ||
Click on "Void Checked Transactions" | ||
| select "check dishonor" | |
Enter description for the void | Cheque bounce, needed to contact Mr Granger | |
Click "Void Transactions" | ||
Click Save | ||
batch item created | ||
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 | |
Check Transaction of the Soft Credit | Voided Transaction show in screenshot | |
Logout of the User | ||
Close the Browser |