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-0014
- rommel.ngo
- Mai Ha
Scenario | Generate donation receipt |
|---|---|
Test Case Id | GA-0014 |
Test Case Description | Generate donation receipt |
Notes |
|
Dependency |
|
Reviewed by (business) & approved date | Ana Simic 4/11/22 |
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 |
|
User | choose current user |
|
Click Receiting Tab |
|
|
Batch # | enter the batch number to be receited for which there is a transaction to issue reciept for (i.e. 0074830) |
|
click "Find Transactions to Receipt" Button |
| # of transactions appear |
Click "Create Receipts" Button |
| pop up message appears |
Click OK |
|
|
Click Batches Tab |
|
|
Open the batch that was just receipted | (i.e. 0074830) |
|
click "Batch Items" tab |
|
|
Click the Batch Item |
|
|
if the batch is linked to a pledge, click "Link to Pledge" | Gift/Pledge is opned | |
Click on Gift/Pledge Number |
| verify that the reciept is created |
wait for 5 minutes |
|
|
click "Apsona" |
|
|
Click "Reporting Tools" then Multi-step reports |
|
|
click on "Non - Email Receipt" then "Run" |
| note: if we use Default in acknowledgement, it will appear in this report. |
click "Change Filter" |
|
|
remove all Receipt Fitler terms |
|
|
click Add Term | Receipt.Receipt Number is equal Receipt number created in previous step |
|
click "Mail Merge" |
| Edit/run a Merge Action screen pops up |
click "Run an existing merge action" |
|
|
Select the action to run | Generate Document and Attach to Record |
|
click Run button |
|
|
click "Download Results" |
| receipt in pdf is downloaded |
Click Batches Tab |
|
|
Open the batch |
|
|
click "Batch Items" tab |
|
|
Click the Batch Item |
|
|
Click on Gift/Pledge Number |
|
|
Click on Receipt Number |
|
|
Click on Related Tab |
| Verify receipt pdf file exists |
Logout of the User |
|
|
Close the Browser |
|
|