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GA-0038
- rommel.ngo
- Mai Ha
Scenario | Test Creat a joint legal credit pledge |
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Test Case Id | GA-0038 |
Test Case Description | GA-0038 - Creat a joint legal credit pledge |
Notes |
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Dependency |
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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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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 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 | Pledges |
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Payment Control Amount | $5,000 |
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New Unconditional Pledge Control Amount | $15,000 |
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Do not Feed | Un-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 |
| Batch 0074873 created |
the new batch screen shown | Batch 0074873 |
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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 'Mr Allen C Granger and Mrs Glenys Granger' |
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Entry type | Pledge |
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Pledge Schedule Type | Fixed Total Amount, Fixed Numebr of Payments |
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total pledge | 15000 |
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# of payments | 3 |
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Paid Every | 1 |
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Interval | Years |
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1st Payment due | Sleect from calendar TODAY date |
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Pledge type | unconditional |
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Campaign Appeal | Search and select '2022 Tax Appeal' |
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Designation | Search & select 'DVCR, Cancer Research Fund-2401' |
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Acknowledgement | search and select "Email - Receipt" |
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Annual Receipt | Ticked |
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Signator | Alan C Granger |
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Leave the rest as default |
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Click "Calculate Payments" button |
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Click Save and Add payment |
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Pop up Opportunity => click on "Save Transaction without Linking" |
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Payment Method | Credit Card |
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Amount | 5000 |
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Acknowledgement | search and select "Email Receipt" |
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Click Save Payment |
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batch item created |
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On the batch item |
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Click on the "I" far right under "R" | See the attached screen shot of sharing Legal credits |
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Click Cancel to close the GRC screen |
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click on "Batch 0074873' to go back to batch |
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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 |
New Pledge created as Screenshot |
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Logout of the User |
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Close the Browser |
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