Scenario | Test Create a recurring gift and pledge and close batch |
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Test Case Id | GA-0029 |
Test Case Description | GA-0029 - Create a recurring gift and pledge and close batch |
Notes | |
Dependency | |
Jira Ticket |
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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Go to Account | ||
Search and select account 'Ms Stephanie Potter' | https://sydneyuni-adv--uat.sandbox.lightning.force.com/lightning/r/Account/0018v000003Eii7AAC/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 Donor Newsletter QR Bursaries' | |
Fundraising Campaign | Search and select '2022 Fundraising Campaign' | |
Amount | $20.00 | |
Frequency | Monthly | |
Designation | Search & select 'DVCD, Student Bursaries Fund-2400' | |
Method | Credit Card | |
credit Card Type | Visa | |
Last Three digits of Credit Card | 789 | |
Account | search & select 'Ms Stephanie Potter' | |
Contact | search & select 'Ms Stephanie Potter' | |
Next Payment Due Date Override | Select from Calendar => Next month date of Today | |
Click SAVE | ||
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 | $20 | |
New Unconditional Pledge Control Amount | $20 | |
Do not Feed | Un-Ticked | |
Review status | People validated Successfully | |
Default Entry Type | Pledge | |
Default Method | Pledge | |
Default Acknowledgement | Search and select Recurring Gift - Consolidated Receipt | |
Batch Item Pledge Payment | Manual Review | |
leave the rest as default then Save | ||
the new batch screen shown | ||
click on Batch items button | ||
On Batch item window | ||
Account | search & select Account 'Ms Stephanie Potter' | |
Entry type | Pledge | |
Pledge Schedule Type | Single Payment |
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total pledge | 20 | |
Due date | select from calendar TODAY date | |
Pledge type | unconditional | |
Campaign Appeal | Search and select '2022 Donor Newsletter QR Bursaries' | |
Designation | Search & select 'DVCD, Student Bursaries Fund-2400' | |
Acknowledgement | search and select "Continuity Pledge" | |
Annual Receipt | Ticked | |
Signator | Stephanie Potter | |
Leave the rest as default | ||
Click "Calculate Payments" button | ||
Click Save and Add payment | ||
Payment Method | Credit Card | |
Amount | 20 | |
Acknowledgement | search and select "Recurring Gift - Consolidated Receipt" | |
batch item created | ||
Edit the batch item | ||
Locate "Link to Recurring Gift" | Search and select the Recurring Gift create above (004961) | |
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 | |
Logout of the User | ||
Close the Browser |