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GA-0002
- rommel.ngo
- Mai Ha
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 |
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Click New Button |
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Record Type = Open Batch, Click Next |
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User | choose current user |
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Batch Type | Gifts/Pledges |
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Batch Date | Today's date |
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Source of Data | Modifications |
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Tick Do Not Feed | Yes |
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Click Save |
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Click "Batch Items" button |
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Accounts | choose an account with pledge to write-off (i.e. pledge created from GA-000D or GA-0003) |
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Entry Type | Pledge Write Off |
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Write Off Notation | WO - Donor request cancel pledge | Pledge Write Off screen pops up 
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click "Write Off Pledge" |
| Transactions with balance are listed 
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Untick all |
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Tick just the first one |
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click "Write Off checked Transactions" |
| Write Off Transaction pops up |
click "Write Off Transaction" button |
| Batch Item Created |
click Batch number to go back to the Batch |
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change Review Status to “Ready for Validation” |
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refresh screen |
| status should change to Peoplesoft Validate Successfully |
Click Close Batch Button |
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Click "Confirm Close" Button |
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Click "OK" Button. Refresh screen till record type is set to "Closed Batch" |
| Goes back to Batch record and Record Type is converted to "Closed Batch" |
Click "Account" name on the Batch Items in the right hand related list |
| goes to the Account record |
Click on "Giving" tab |
| Gift/Pledge record is updated |
Click on the Gift/Pledge that was written off |
| Pledge WO Notation is set to "WO - Donor request cancel pledge" Pledge write off amount |
click "View All" on Transactions related list |
| the transaction that was written off has "Write Off?" ticked; "Related to Void" is also ticked a new transaction is created of -$10,000 is created with "Write Off?" and "Related to Void" ticked |
Logout of the User |
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Close the Browser |
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