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GA-0024

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GA-0024

Scenario

Enter a payment against a pledge and close the batch

Test Case Id

GA-0024

Test Case Description

Create a batch to Enter a payment against a pledge and close the batch

Notes

 

Dependency

 

Reviewed by (business) & approved date

 

Automation (AccelQ)

 

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

Monica Kluegel

 

User 

choose current user

 

Click Batches Tab

 

 

New Batch => Record type = Open Batch => Next

 

 

On New Batch

 

 

User

search Monica Kluegel

 

Batch Type 

Gifts/Pledges

 

Batch Date

Select from Calendar => Today date 

 

Source of Data

Pledge

 

Payment control Amount

$35,000

 

Do not Feed

False Un-ticked

 

Review status

People validated Successfully

 

Default Entry Type

check

 

Default Method

check

 

Default Acknowledgement

Search and select "Email - Receipt"

 

Batch Item Pledge Payment

Manual Review

 

leave the rest as default then Save

 

 

the new batch screen shown

 

 

click on Batch item

 

 

On Batch item window

 

 

Account

search for "Li Ka Shing Foundation"  (notes: the account which Pledge created on GA-0022)

 

Entry type

check (payment by cheque)

 

Amount

$35,000.00

 

check Number

$1,001.00

 

pop up screen select the pledge which created in GA-0022

Select the pledge of $105000 which created in GA-0022

 

Click "Post as Pledge Payment"

 

 

Amount (of  July transaction date)

35,000

 

Click on button "Pay Pledge"

 

 

batch item created

 

 

closed batch item screen

 

 

back to batch

 

 

Click "Closed Batch"

 

 

click "Confirm Close"

 

 

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

Go to Li ka Shing account and check the gift

Check payment transaction created, and on the Gift?pledge record the total: show the amount pay

2 transaction records create and 1 update to the schedule july transaction record with balance of 0 and Gift/Pledge shown amount of payment on total.

Logout of the User

 

 

Close the Browser