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GA-0004
- rommel.ngo
- Mai Ha
Scenario | Enter a payment (cheque) and close batch |
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Test Case Id | GA-0004 |
Test Case Description | Enter a payment (cheque) and close batch |
Notes | additional notes from Monica need to be added to the test: 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 |
Dependency | Accounts and Contacts Exist |
Reviewed by (business) & approved date | Ana Simic 3/11/22 |
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 | 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 | Cheques |
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Click Save |
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Click "Batch Items" button |
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Accounts | Choose an account with open pledge |
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Entry Type | Check |
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Description | St George;112879;Dr A Lees; | Format must be: Bank;BSB;Drawer name;any other comments |
Total Amount | 10,000 | Open Pledges for Rachelle Green screen pop up |
Tick "Action" box and click "Post as Pledge Payment" Button |
| Pledge payments list all pledges and allocates the payment accordingly |
Acknowledgement | Default |
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Signator | Choose an contact |
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Click "Pay Pledge" button |
| Batch Item created |
Click Edit on the batch Item |
| Verify fields Bank, BSB, Drawer are populated 
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click “view” on the batch item |
| batch item opens in another window |
On Side panel New Task, click on “Create new…” section |
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Subject | Bequest Intention |
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tick “Bequest Interest” tick box | Yes |
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click save |
| task is created which is linked to the batch item |
close window (go back to SmartBatch) |
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click Batch number to go back to the Batch |
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click Edit button |
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Payment Control Amount | 10,000 |
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Click Save |
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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/Pledgte record is created |
Click on the Gift/Pledge that was just created |
| all 14 transactions are created |
On "Transactions" related list, click on view all |
| 2 new transactions created: The Original pledge transaction Updated, Balance = 0 |
Logout of the User |
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Close the Browser |
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