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GA-0034
- rommel.ngo
- ayshwarya.kathiravan
Scenario | Test Record Mutliple soft credits across households within the batch and close the batch |
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Test Case Id | GA-0034 |
Test Case Description | GA-0034 - Record Mutliple soft credits across households within the batch and close the batch |
Notes |
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Dependency |
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Reviewed by (business) & approved date | Aysh 27/03/2023 |
Automation (AccelQ) | Ready for automation |
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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User | choose current user |
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Create new batch |
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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 Ana Simic |
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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 | Modifications |
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Payment Control Amount | $0 |
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New Unconditional Pledge Control Amount | $0 |
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Do not Feed | Ticked |
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Review status | People validated Successfully |
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Default Entry Type | Soft Credit - This Account |
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Default Method | Soft Credit |
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Default Acknowledgement | Search and select "Defaiult" |
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Batch Item Pledge Payment | Manual Review |
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leave the rest as default then Save |
| Batch 0074865 created |
the new batch screen shown | Batch 0074865 |
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click on Batch items button |
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On Batch item window |
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Account | search & select Account 'Ms Stephanie Potter' |
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Entry type | Soft Credit - This Account |
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Amount | $35,000 |
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Campaign Appeal | Search and select '2022 Major Giving' |
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Designation | Search & select 'Holding - General Donations - 2400' |
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Acknowledgement | search and select "Default" |
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Signator | Stephanie Potter |
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No Receipt | Ticked |
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Leave the rest as default |
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Click Save |
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Edit the batch item |
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Gift/Pledge Number | Search and select 002367370 |
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Click Save |
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batch item created |
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New Soft Credit Batch Item |
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On Batch item window |
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Account | search & select Account 'Mr Allen C Granger and Mrs Glenys Granger' |
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Entry type | Soft Credit - This Account |
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Amount | $35,000 |
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Campaign Appeal | Search and select '2022 Major Giving' |
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Designation | Search & select 'Holding - General Donations - 2400' |
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Acknowledgement | search and select "Default" |
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Signator | Alan C Granger |
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No Receipt | Ticked |
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Leave the rest as default |
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Click Save |
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Click Edit the batch item next to the batch items |
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Gift/Pledge Number | Search and select 002367370 |
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Click Save |
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batch item created |
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close batch item screen and go 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 Executed this test case successfully - Batch 0076028 |
Logout of the User |
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Close the Browser |
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