/
GA-0010

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-0010

Scenario

Enter a payment against a pledge and close the batch with multiple contacts

Test Case Id

GA-0010

Test Case Description

Enter a payment against a pledge and close the batch with multiple contacts

Notes

 

Dependency

GA-0008

Reviewed by (business) & approved date

 Ana Simic 3/11/22

Automation (AccelQ)

automated

 

Action

Data

Expected Result

Enter the URL

Login | Salesforce

 

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

Cheques

 

Click Save

 

 

Click "Batch Items" button

 

 

Accounts 

choose an account with multiple contacts with open pledge (i.e. Mr Robert Hansen and Adjunct Professor Annabelle Farnsworth)

 

Entry Type

Check

 

Amount

1000

Open pledges pops up

select a pledge and click Post as Pledge Payment

 

 

Acknowledgement

Default

 

Signator

choose a contact

 

click Pay Pledge Button

 

Batch Item created

click Batch number to go back to the Batch

 

 

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 "Link to Pledge"

 

go to Gft/Pledge record

From the transaction list, click view all

 

Two new transactions were added. “Prior commitment” ticked. One with positive amount and method is check, another is negative amount with method pledge

the Original Pledge record is reduced by the payment which reflects on the balance

Logout of the User

 

 

Close the Browser