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GA-0013
- rommel.ngo
- Mai Ha
Scenario | Creating a batch for Bequest Budget |
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Test Case Id | GA-0013 |
Test Case Description | Creating a batch for Bequest Budget |
Notes |
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Dependency |
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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/Pledge |
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Batch Date | Today's date |
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Source of Data | Bequest Budget |
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Click Save |
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Click "Batch Items" button |
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Accounts | choose an "Estate Account" (i.e. Estate of the late Marcus Susanto) |
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Entry Type | Planned Gift |
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Payment Method | Pledge |
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Instrument | Bequest |
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Maturity Date | pick a future date |
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Total Asset Amount | 100000 |
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Total Pledge | 10000 |
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Due Date | pick a future date |
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Pledge Type | Unconditional |
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Campaign Appeal | 2022 Planned Giving |
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Designation | HOLDING-B |
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Acknowledgement | NR-BEQUEST |
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Signator | If the Estate Account as one contact then by default account is selected. If the Estate Account has multiple contacts then select any one contact the deceased contact |
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Tick Do not Receipt | Yes |
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Click "Calculate Payment Button |
| Payment summary appears |
click Save |
| Batch Item created |
click Batch number to go back to the Batch |
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click Edit button |
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New Unconditional Pledge Control Amount | 10,000 |
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Click Save |
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Click Close Batch |
| Confirmation screen shows |
click "Confirm Close" Button |
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click Ok |
| Goes back to Batch record and Record Type is converted to "Closed Batch" |
Click "Batch Items" tab |
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Click Batch Item to open |
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Click Gift/Pledge Number |
| Transaction exist |
Logout of the User |
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Close the Browser |
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