Scenario | Creating a batch for Bequest Budget |
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Test Case Id | GA-0013 |
Test Case Description | Creating a batch for Bequest Budget |
Notes | |
Dependency | |
Reviewed by (business) & approved date |
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Automation (AccelQ) | AUTOMATED |
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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Click Batches Tab | ||
Click New Button |
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Record Type = Open Batch, Click Next | ||
User | choose current user | |
Batch Type | Gifts/Pledge | |
Batch Date | Today's date | |
Source of Data | Bequest Budget | |
Click Save | ||
Click "Batch Items" button | ||
Accounts | choose an "Estate Account" (i.e. Estate of the late Marcus Susanto) | |
Entry Type | Planned Gift | |
Payment Method | Pledge | |
Instrument | Bequest | |
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Total Pledge | 10000 | |
Due Date | pick a future date | |
Pledge Type | Unconditional | |
Campaign Appeal | 2022 Planned Giving | |
Designation | HOLDING-B | |
Acknowledgement | NR-BEQUEST | |
Signator |
the deceased contact | |
Tick Do not Receipt | Yes | |
Click "Calculate Payment Button | Payment summary appears | |
click Save | Batch Item created | |
click Batch number to go back to the Batch | ||
click Edit button | ||
New Unconditional Pledge Control Amount | 10,000 | |
Click Save | ||
Click Close Batch | Confirmation screen shows | |
click "Confirm Close" Button | ||
click Ok | Goes back to Batch record and Record Type is converted to "Closed Batch" | |
Click "Batch Items" tab | ||
Click Batch Item to open | ||
Click Gift/Pledge Number | Transaction exist | |
Logout of the User | ||
Close the Browser |