Attention: Confluence is not suitable for the storage of highly confidential data. Please ensure that any data classified as Highly Protected is stored using a more secure platform.
If you have any questions, please refer to the University's data classification guide or contact ict.askcyber@sydney.edu.au
GA-0009
- rommel.ngo
- Mai Ha
Scenario | Enter a payment for a customer account with multiple contacts and assign the legal credit information and the recognition credit information |
|---|---|
Test Case Id | GA-0009 |
Test Case Description | Enter a payment for a customer account with multiple contacts and assign the legal credit information and the recognition credit information |
Notes |
|
Dependency |
|
Reviewed by (business) & approved date | Ana Simic 15/11/22 |
Automation (AccelQ) | automated |
Action | Data | Expected Result |
Enter the URL |
| |
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 |
|
|
Record Type = Open Batch, Click Next |
|
|
User | choose current user |
|
Batch Type | Gifts/Pledges |
|
Batch Date | Today's date |
|
Source of Data | Check |
|
Click Save |
|
|
Click "Batch Items" button |
|
|
Accounts | choose an account with multiple contacts with no open pledge (i.e. Dr Robert McKenzie and Dr Lyndall McKenzie) |
|
Entry Type | Check |
|
Amount | 100 |
|
Campaign Appeal | 2022 Campus Tours Working List |
|
Designation | HOLDING-D |
|
Acknowledgement | Default |
|
Signator | choose an contact |
|
click save |
| Batch Item created |
Click recognition icon  |
| Recognition screen pop up |
edit recognition for first contact | change legal credit to 100 |
|
edit the Primary Recognition Amount | calculate the 100% of the amount |
|
click save |
|
|
edit recognition for second contact | change legal credit to 0 |
|
edit the Secondary Recognition Amount | calculate the 0% of the amount |
|
click save |
|
|
click Batch number to go back to the Batch |
|
|
click Edit button |
|
|
Payment Control Amount | 100 |
|
Click Save |
|
|
Click Close Batch |
| Confirmation screen shows |
click "Confirm Close" Button |
|
|
click Ok |
| Goes back to Batch record and Record Type is converted to "Closed Batch" |
click Batch Items tab |
|
|
Click the Batch item to open it |
|
|
Click the "Gift/Pledge Number" |
| go to Gft/Pledge record |
Click "Recognition Credits" |
| two records should be created 100, 0 |
Logout of the User |
|
|
Close the Browser |
|
|