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GA-0017

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GA-0017

Scenario

Change the amount on an existing gift or pledge

Test Case Id

GA-0017

Test Case Description

Change the amount on an existing gift or pledge

Notes

can only change amount of unpaid pledge installment.

Dependency

 

Reviewed by (business) & approved date

 Ana Simic 4/11/22

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

 

User 

choose current user

 

Click Batches Tab

 

 

Click New Button

 

 

Record Type = Open Batch, Click Next

 

 

User 

choose current user

 

Batch Type

Gifts/Pledge Corrections

 

Batch Date

Today's date

 

Source of Data

Modifications

 

Click Save

 

 

Click "Batch Items" button

 

 

Accounts 

choose an account with open pledge

Open pledges for account screen pops up

click Modify on an open pledge

 

 

change amount

change an amount

 

click save

 

additional info pops up

Enter a Notation for main wrtie off

choose an appropriate reason

 

click save

 

 

click on Batch Number

 

goes 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 Button

 

nothing will show on Batch Items related Tab

click view link

 

Batch Correction Item opens in new window

click Related Tab

select the one item that has been changed

see original amount value and changed amount value

Logout of the User

 

 

Close the Browser