GA-0043

Scenario	Add, change, delete a recognition credits on an existing gift or pledge
Test Case Id	GA-0043
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
Dependency	GA-000A
Reviewed by (business) & approved date	Ana Simic 15/11/22
Test Execution Video	GA-0042.mp4
Automation (AccelQ)	TO BE AUTOMATED

Action	Data	Expected Result
Enter the URL	https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/
Enter username
Enter Password
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
Once in Affinaquest app, go to Gear Icon
Click on Set up - Blue icon
Click on Users tab
Click on Users
Click on login against the user ( GA User) having all permissions	Ana Simic
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 on Recognition icon		verify 50/50 Legal credit
click Batch number		back to Batch screen
Click Save
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 on Batch Items Tab
Click on the Batch Item
Click on the Gift/Pledge Number		opens the gift record page
click edit
Include Pledges In Total	ticked	this is so when GRC is adjusted, GRC records will exist.
click save
click Recognition Credits tab
click Adjust Gift Recognition Credits button
edit LC%	giving the 1^st contact 100% LC and 0% for the other GRC both 100%
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
Acknowledgement	Default
Signator	choose the person with 100% LC as the signator
click Pay Pledge
click Batch number		back to Batch screen
Click Edit
Payment Control Amount	500
Click Save
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 first contact
Click Receiting Tab		Receipting utility screen shows
enter Batch #	enter previous batch number
click Find Transactions to Receipt		# of Transactions Receipted = 1 # of New Receipts = 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
Click Apsona Tab
Click Reporting tools → Multi Step Report
click Global Folders → Receipting
click Recipt - Non Email → run
click Change filters
remove all filters
click Add term on step 1
choose Receipt.Receipt Number
enter receipt number	enter the receipt number generated
click change		receipt is in the report result
click Mail/Merge
click Run an existing merge action
Select the action to run	Generate Document and Attach to Record
click run
navigate to the gift/pledge record
click on Receipt record		verify in Notes & Attachment pdf of receipt is attached
navigate to the gift/pledge record
click Recognition Credits tab
click Adjust Gift Recognition Credits button
edit LC%	giving the 2^nd 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
Click Edit
Payment Control Amount	500
Click Save
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 # of New Receipts = 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
Click Apsona Tab
Click Reporting tools → Multi Step Report
click Global Folders → Receipting
click Recipt - Non Email → run
click Change filters
remove all filters
click Add term on step 1
choose Receipt.Receipt Number
enter receipt number	enter the receipt number generated
click change		receipt is in the report result
click Mail/Merge
click Run an existing merge action
Select the action to run	Generate Document and Attach to Record
click run
navigate to the gift/pledge record
click on Receipt record		verify in Notes & Attachment pdf of receipt is attached
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