Scenario | Enter a payment (cheque) and link to a pledge for an account with multiple contacts and close batch. Set the Gift Recognition Credits |
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Test Case Id | GA-0042 |
Test Case Description | Enter a payment (cheque) and link to a pledge for an account with multiple contacts and close batch. Set the Gift Recognition Credits |
Notes | create a joint pledge (account with two contacts) set GRC to one contact on the pledge |
Dependency | |
Reviewed by (business) & approved date | Ana Simic 15/11/22 |
Automation (AccelQ) | TO BE 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 | Ana Simic |
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Click Batches tab | ||
click New button | Open Batch | |
Click Next | ||
User | current user | |
Batch Type | Gifts/Pledges | |
Batch Date | today | |
Source of Data | Pledges | |
New Unconditional Pledge Control Amount | 1000 | |
Click Save | ||
Click Batch Items | ||
Enter Account | account with two contacts with 50/50 Recognition credit | |
Entry Type | Pledge | |
Plege Schedule Type | Single Payment | |
Total Pledge | 1000 | |
Pledge Type | Unconditional | |
Campaign | choose a valid campaign | |
Designation | choose valid designation | |
Acknowledgement | Default | |
Signator | choose first contact | |
click Calculate Payments | ||
Click Save | ||
click Batch number | back to Batch screen | |
Click Save |
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Click Close Batch button | Confirmation Screen shows | |
Click Confirm Close Button | ||
click Ok | back to Batch screen | |
wait till Record Type become closed batch | ||
Click Batches tab | ||
Click on Batch Items Tab | ||
Click on the Batch Item | ||
Click on the Gift/Pledge Number | opens the gift record page | |
click Recognition Credits tab | ||
click Adjust Gift Recognition Credits button | ||
edit LC% | giving the 1st contact 100% LC and 0% for the other | |
click Save and Exit button | ||
click New button | Open Batch | Select Record Type screen pops up |
Click Next | ||
User | current user | |
Batch Type | Gifts/Pledges | |
Batch Date | today | |
Source of Data | Direct Deposit | |
click Save | ||
click Batch Items button | Smart Batch screen appears | |
select account | account account from previous batch | |
Entry Type | ACH | |
Enter Amount | 500 | Open pledges screen pops up |
tick the pledge created previously | ||
click Post as Pledge Payment | ||
Signator | choose the person with 100% LC as the signator | |
click Pay Pledge | ||
click Batch number | back to Batch screen | |
Payment Control Amount | 500 | |
Click Save |
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Click Close Batch button | Confirmation Screen shows | |
Click Confirm Close Button | ||
click Ok | back to Batch screen | |
wait till Record Type become closed batch | ||
Click Batch Items tab | ||
click the batch item | ||
click Link to pledge | pledge record shows | |
click Recognition Credits tab | recognition credit goest to first contact | |
Click Receiting Tab | Receipting utility screen shows | |
enter Batch # | enter previous batch number | |
click Find Transactions to Receipt | # of Transactions Receipted = 1 | |
click Create Receipts button | confirmation pops up | |
click Ok | ||
go back to the gift record | ||
scroll to Related list for Receipts | Receipt record exist | |
click the receipt | contact is the first contact | |
navigate to the gift/pledge record | ||
click Recognition Credits tab | ||
click Adjust Gift Recognition Credits button | ||
edit LC% | giving the 2nd contact 100 LC and 0% for the other | |
click Save and Exit button | ||
Click Batches tab | ||
click New button | Open Batch | Select Record Type screen pops up |
Click Next | ||
User | current user | |
Batch Type | Gifts/Pledges | |
Batch Date | today | |
Source of Data | Direct Deposit | |
click Save | ||
click Batch Items button | Smart Batch screen appears | |
select account | account account from previous batch | |
Entry Type | ACH | |
Enter Amount | 500 | Open pledges screen pops up |
tick the pledge created previously | ||
click Post as Pledge Payment | ||
Signator | choose second contact | |
click Pay Pledge | ||
click Batch number | back to Batch screen | |
Payment Control Amount | 500 | |
Click Save |
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Click Close Batch button | Confirmation Screen shows | |
Click Confirm Close Button | ||
click Ok | back to Batch screen | |
wait till Record Type become closed batch | ||
Click Batch Items tab | ||
click the batch item | ||
click Link to pledge | pledge record shows | |
click Recognition Credits tab | recognition credit goes to second contact | |
Click Receiting Tab | Receipting utility screen shows | |
enter Batch # | enter previous batch number | |
click Find Transactions to Receipt | # of Transactions Receipted = 1 | |
click Create Receipts button | confirmation pops up | |
click Ok | ||
go back to the gift record | ||
scroll to Related list for Receipts | New Receipt record exist | |
click the receipt | Contact is the second contact | |
go back to the gift record | ||
click Recognition Credits tab | ||
click Adjust Gift Recognition Credits button | adjust GRC screen shows | |
Legal Credit % | 50,50 | |
click Save and Exit button | ||
Logout of the User | ||
Close the Browser |