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GA-0003
- rommel.ngo
- Mai Ha
Scenario | Creating a pledge and add instalments |
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Test Case Id | GA-0003 |
Test Case Description | Creating a pledge and add instalments |
Notes |
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Dependency | Accounts and Contacts Exist |
Reviewed by (business) & approved date | Ana Simic 3/11/22 |
Automation (AccelQ) | automated |
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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Click Batches Tab |
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Click New Button |
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Record Type = Open Batch, Click Next |
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User | choose current user |
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Batch Type | Gifts/Pledges |
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Batch Date | Today's date |
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Source of Data | Pledges |
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Click Save |
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Click "Batch Items" button |
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Accounts | choose an account |
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Entry Type | Pledge |
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Pledge Schedule Type | Fixed Payment Amount, Fixed Number of Payments |
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Individual Payment | 10,000 |
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# of Payments | 12 |
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Paid Every | 1 |
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Interval | Month(s) |
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1st Payment Due | 1st day of next month |
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Pledge Type | Unconditional |
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Bill | Ticked |
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Campaign Appeal | 2022 Campus Tours Working List |
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Designation | HOLDING-D |
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Acknowledgement | Default |
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Signator | choose a contact |
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Click "Calculate Payments" button |
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click "Save" Button |
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If Open Pledges and/or Unfunded Opportunties screen pop up, click "Save Transaction without Linking" Button |
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click Batch number to go back to the Batch |
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click Edit button |
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New Unconditional Pledge Control Amount | 120,000 |
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Click Save |
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Click Close Batch Button |
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Click "Confirm Close" Button |
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Click "OK" Button. Refresh screen till record type is set to "Closed Batch" | Goes back to Batch record and Record Type is converted to "Closed Batch" | |
Click "Account" name on the Batch Items in the right hand related list | goes to the Account record | |
Click on "Giving" tab |
| Gift/Pledgte record is created |
Click on the Gift/Pledge that was just created |
| all 12 transactions are created |
Logout of the User |
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Close the Browser |
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