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GA-0022
- rommel.ngo
- ayshwarya.kathiravan
Scenario | Test that a pledge needs a reminder when entering a batch item |
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Test Case Id | GA-0022 |
Test Case Description | GA-0022 - Record that a pledge needs a reminder when entering a batch item |
Notes |
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Dependency | |
Reviewed by (business) & approved date |
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Automation (AccelQ) |
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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 | Monica Kluegel |
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User | choose current user |
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Click Batches Tab |
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New Batch => Record type = Open Batch => Next |
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On New Batch |
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User | search Monica Kluegel |
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Batch Type | Gifts/Pledges |
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Batch Date | Select from Calendar => Today date |
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Source of Data | Pledge |
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New Unconditional Pledge control Amount | $105,000 |
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Do not Feed | Ticked |
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Review status | People validated Successfully |
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Default Entry Type | Pledge |
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Default Method | Pledge |
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Default Acknowledgement | Search and select "Email - Receipt" |
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Batch Item Pledge Payment | Manual Review |
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leave the rest as default then Save |
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the new batch screen shown |
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click on Batch item |
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On Batch item window |
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Account | search for "Li Ka Shing Foundation" |
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Entry type | Pledge |
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Pledge Schedule Type | Fixed Total Amount, Fxed Number of Payments |
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total pledge | 105000 |
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number of payments | 3 |
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pay every | 1 |
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interval | year |
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1st payment due | Select from Calendar => Today date |
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Pledge Type | unconditional |
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Campaign Appeal | Search current year Major Giving => seelct "2022 Major Giving" |
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Designation | Search "Holding - General Donations-2400" and select "Holding - General Donations-2400" |
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Acknowledgement | search and select "Email Receipt" |
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Leave the rest as default |
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Click Calculate payment | 3 payments Schedule shown |
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Click Save |
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Click Save Transaction without linking |
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batch item created |
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View the batch item |
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check if "Send Pledge Reminder" | Ticked |
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Check if Pledge Reminder Owner is present |
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closed batch item screen |
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back to batch |
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Click "Closed Batch" |
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click "Confirm Close" |
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Click OK on " The batch close process has been started. You will receive an email when the process is complete." |
| Successful create the batch with no error |
Task with (Not sure if this is automated or manual task creation)
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Logout of the User |
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Close the Browser |
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