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Gift Administration Regression Testing
# | Jira | Category | Test Scenarios | Technical Notes / Comments | Test Cases | AccelQ |
|---|---|---|---|---|---|---|
1 |
| Batch Processing - gifts | Enter a payment (cheque) and link to a pledge for an account with multiple contacts and close batch. Set the Gift Recognition Credits | Set the Gift Recognition Credits to one contact against a joint pledge then enter a payment (cheque) for that pledge and close batch. Check Gift Recognition Credits created | status:to be automated | |
2 | PP-4363 ? | Bio Updates | Decease a contact check open pledges reminder | To test PB "Deceased Notification Starter" which fires off Flow "USyd Deceased with Open Pledges Notification - V5" |
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3 | Receipting | Acknowledgement letter generation for GST applicable transactions | run Apsona Report "Acknowledgement Report - Dues" Duplicate of 4397 | n/a - duplicate |
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4 | Receipting | Consolidated Receipt Generation |
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5 | Receipting | Generate Different Wording for donation receipts where the Parent Campaign is memorial/Celebration Giving | I tested on Receipt 000013975 in UAT and seems to be working using Apsona multi step report "New Non - Email Receipt" |
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6 | Batch Maintenance | Batch Approval Report
| Run Batch Approval Report; ensure Batch Control Verification-Gifts and Batch control Verification - Pledges are working; Trigger Peoplesoft Validation and change owner on a batch |
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7 | PP-4067 / PP-4367 | Batch Processing - gifts | Process a gift in kind (personal property or real property), record the description and close the batch |
| status:Included | |
8 | Batch Processing - pledges | Single payment pledge |
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9 | Batch Processing - Dues | Enter a transaction for dues/membership and close batch | I don't see SmartMembership as mentioned in https://affinaquest.zendesk.com/hc/en-us/articles/360044350872-Dues-and-Membership |
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10 | Batch Processing - gifts | Process a gift against an Estate with the singator being the deceased person linked to the Estate | Estate Account | status:to be automated | ||
11 | PP-4371 | Receipting | Generate acknowledgement of funds not a tax deductible receipt (grants both research and non research different text?) | This is not built yet! |
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12 | PP-4072 / PP-4420 | Receipting | Generate donation receipt |
| status:Included | |
13 | PP-4373 | Batch Processing - Modifications | Modify a payment schedule of an existing pledge where there have been payments made against the pledge by voiding the transaction and reentering the schedule | Do a multi step mod of an existing pledge where there have been payments made against the pledge by voiding the transaction and reentering the schedule. Check soft credits |
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14 | PP-4374 | Batch Processing - Modifications | Modify the frequency and or installment amount for an existing continuity pledge | ? |
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15 | PP-4375 | Batch Processing - Modifications | Modify the frequency and/or installment amount and/or duration for an existing finite pledge |
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16 | PP-4376 | Reporting | Monthly pledge prep and processing | Monthly pledge prep and processing Ensure the following reports work
Batch Creation report NAB transact upload file (Apsona report) |
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17 | PP-4077 / PP-4377 | People soft Integration | Run the validation on the following in a single batch to feed to the GL. Voids and Payments. | skip for blue sky After a 'Feed' batch containing void and payment rows is closed generate Peoplesoft integration files and check | GA-0021 |
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18 | PP-4378 | Reporting | Print the banking and settlement report and compare it to the items you entered on the batch | I think this cannot be automated? This needs to be on a cheque batch |
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19 | PP-4379 | Batch Processing - gifts | Record Mutliple soft credits across households within the batch and close the batch | Combine this with PP-4381 |
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20 | PP-4080 / PP-4372 | Receipting | Reproduce receipt after modifying the gift | I raised a ticket to AQ because receipt is not being voided. According to AQ, receipt is not voided by the process. | status:Included | |
21 | PP-4381 | Batch Processing - Modifications | Add or delete a soft credits on an existing gift or pledge |
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22 | PP-4382 | COA | Add a restricted donor to a chart of account and save | Create a new COA with a restricted value ensure validation in place of tick box and account link |
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23 | PP-4383 | Batch Processing - Modifications | Remove a payment against an existing pledge by voiding |
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24 | PP-4084 / PP-4384 | Post Batch Processing | Add, change, delete a campaign on an existing gift or pledge |
| status:Included | |
24B |
| Post Batch Processing | Add, change, delete a campaign on an existing gift or pledge | AQ recommendation we do this straight on gift/pledge instead of smartbatch. |
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25 | PP-4385 | Post Batch Processing | Add, change, delete an EFT reference number against a payment |
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26 | PP-4086 / PP-4386 | Batch Processing - Modifications | Change the amount on an existing gift or pledge | This shoul be for one off gift only. Pledges covered in 4375 | status:Included | |
27 | PP-4387 | Batch Processing - pledges | Creat a joint legal credit pledge | Create a joint legal credit continutiy pledge | status:to be automated | |
28 | PP-4388 | Batch Processing - pledges | Create a recurring gift and pledge and close batch | Create a recurring gift and pledge for a single contact household and close batch |
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29 | PP-4389 | Batch Processing - pledges | Create a recurring gift and pledge for an account with multiple contacts where one contact has the legal credit and close batch |
| status:to be automated | |
30 | PP-4390 | COA | Create a new chart of accounts and use the next sequential designation code |
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31 | PP-4391 | Batch Processing - pledges | Create a pledge or and link it to an opportunity | Create a pledge and link it to an opportunity. Ensure the pledge status is active after closing |
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32 | PP-4092 / PP-4392 | Batch Processing - pledges | Creating a batch for Bequest Budget | Create a Planned Gift Pledge with a Batch Source of data of Bequest Budget | status:Included | |
33 | PP-4093 | Bio Updates | Test a join, separate, and decease request | This should be split into three tickets | status:Included status:Included status:Included
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34 | PP-4094 / PP-4394 | Batch Processing - pledges | Creating a pledge and add instalments |
| status:Included | |
35 | PP-4395 | Receipting | Ensure copy of receipt is attached to receipt record after printing | Enter a payment (cheque) and add a bequest Intention/confirmation and close batch. Ensure that cheques details for drawer, Bank and BSB are recorded in separate fields |
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36 | PP-4096 / PP-4396 | Batch Processing - gifts | Enter a payment (cheque) and close batch |
| status:Included | |
37 | PP-4124 / PP-4397 | Receipting | Test that the dues/membership receipt works |
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38 | PP-4398 | Post Batch Processing | Add, change, delete a recognition credits on an existing gift or pledge |
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39 | PP-4399 | COA | Clone an existing chart of accounts and make some changes |
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40 | PP-4400 | Batch Processing - gifts | Create a payment against a recurring gift and close the batch with multiple contacts and post the batch | I had combine this in the testing of PP-4389. Payment included in GA-0030 |
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41 | PP-4401 | Post Batch Processing | Deactivating a recurring pledge by updating the pledge status to deactivated |
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42 | PP-4129 / PP-4402 | Batch Processing - gifts | Enter a payment for a customer account with multiple contacts and assign the legal credit information and the recognition credit information | Assign the legal credit to one contact and close batch | status:Included | |
43 | PP-4403 / PP-4130 | Batch Processing - gifts | Enter a payment against a pledge and close the batch |
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44 | PP-4131 / PP-4404 | Smart Batch | Enter a payment against a pledge and close the batch with multiple contacts | Enter a payment against a pledge on an account with Mutiple contacts and close the batch | status:Included | |
45 | PP-4405 | Reporting | Generate the Advancement Services Banking & Settlement Report to Finance & Treasury | Duplicate of 4378 | n/a - duplicate |
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46 | PP-4133 / PP-4406 | Batch Processing - pledges | Create a Joint Credit Pledge. Attach a soft credit to a pledge |
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47 | PP-4407 | Batch Processing - gifts | Process a payment for credit card and use the batch item screen to enter the card type and last 4 digits of the card and close batch |
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48 | PP-4408 | Batch Processing - pledges | Record that a pledge needs a reminder when entering a batch item |
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49 | PP-4136 / PP-4409 | Batch Processing - pledges | Write off a pledge and post batch |
| status:Included | |
50 | PP-4410 | Receipting | Change the acknowledgement on a gift from NR to Default. Rerun the receipt and confirm if it attaches the PDF |
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51 | ?? | Smart Batch | Gift Pledge Correction |
| status:Included | |
52 |
| Batch Maintenance | Trigger Peoplesoft Validation on a Gift/pledge correction batch type (at this stage this is a bug) |
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53 |
| Batch Maintenance | Ensure USYD Batch date works |
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54 |
| Batch Maintenance | Ensure Notes field and Object are available on Page Layout |
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55 |
| Batch Maintenance | Ensure Task object is available on Batch Item |
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56 |
| Batch Processing - gifts | Enter a third party payment against a pledge and close the batch |
| status:to be automated | |
57 |
| Batch Processing - gifts | Enter a gift where the receipt needs approvals |
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58 |
| Batch Processing - Modifications | Change the designation on an existing gift |
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59 |
| Batch Processing - Modifications | Create Pledge/Gift Correction batch and modify the designation, date on a pledge | duplicae with GA-0012/Item#51 ? | n/a - duplicate |
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60 |
| Bio Updates | Decease a contact |
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61 | PP-4363 | Bio Updates | When you mark a contact as deceased update the deceased check box you receive a Reminder to check open pledges |
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62 |
| Post Batch Processing | Add, change, delete anonymity on an existing gift or pledge |
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63 |
| Post Batch Processing | Add, change, delete the descritpion field on an existing gift or pledge |
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64 |
| Post Batch Processing | Add, change, delete credted opportunity on an existing gift or pledge |
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65 |
| Post Batch Processing | Add, change, delete the acknowledgement on an existing gift or pledge |
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66 |
| Receipting | Modify a Grant to Gift Pledge, apply a payment and generate receipt |
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67 |
| Receipting | Run receipting utility by batch ensure that you receive email confirmation |
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68 |
| Receipting | Generate a reprint of a receipt, ensure the receipt object is updated and the new file is attached |
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69 |
| Receipting | Generate receipts on a batch with a transaction where the receipt needs approval. Ensure the receipt object is created but it does not appear in the aposona report |
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70 |
| Receipting | Release a receipt where a receipt has previously required approval but can now be sent |
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71 |
| Reporting | Ensure the Open Pledge records button on COA returns a report |
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72 |
| Reporting | Run Imods integration report |
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73 |
| Reporting | Run Imods integration errors |
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74 |
| Batch Processing - Imods | Run Imods Batch Proof Report on an imodules batch |
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75 |
| Batch Processing - Imods | Convert a lead to an account |
| status:to be automated |
| User | Edits | Comments | Labels |
|---|---|---|---|
| rommel.ngo | 29 | 1 | 0 |
| Mai Ha | 2 | 0 | 0 |