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GA-0011

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GA-0011

Scenario

Process a gift in kind (personal property or real property), record the description and close the batch

Test Case Id

GA-0011

Test Case Description

Process a gift in kind (personal property or real property), record the description and close the batch

Notes

  • User for the test case shouldn't be Monica

  • Credit year date needs to be in the test case

  • the Signator - should be picking a household

@rommel.ngo update test case with notes

Dependency

 

Reviewed by (business) & approved date

 Ana Simic 3/11/22

Automation (AccelQ)

automated

Action

Data

Expected Result

Enter the URL

https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/

 

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

Ana Simic

 

Click Batches Tab

 

 

Click New Button

 

 

Record Type = Open Batch, Click Next

 

 

User 

choose current user

 

Batch Type

Gifts/Pledges

 

Batch Date

Today's date

 

Source of Data

Gifts in Kind

 

Tick Gift Date

Yes

 

Tick Gift Credit Date

Yes

 

Click Save

 

 

Click "Batch Items" button

 

 

Accounts 

choose an account with one contact with no open pledge

 

Entry Type

Personal Property

 

Amount

1000

 

Property Category

Art Work

 

Campaign Appeal

Gift in kind (choose one)

 

Designation

Gift in kind (choose one)

 

Acknowledgement

NR - Gift in Kind

 

Description

fill any text

 

Appraiser’s Name

fill any text

 

Appraiser’s Address

fill any text

 

Signator

choose a contact

 

Populate Gift Date

fill any text

 

Populate Gift Credit Date

fill any text

 

click save

 

Batch Item created

click Batch number to go back to the Batch

 

 

click Edit button

 

 

Payment Control Amount

1,000

 

Click Save

 

 

Click Close Batch

 

Confirmation screen shows

click "Confirm Close" Button

 

 

click Ok

 

Goes back to Batch record and Record Type is converted to "Closed Batch"

click Batch Items tab

 

 

Click the Batch item to open it

 

 

Click the "Gift/Pledge Number"

 

go to Gft/Pledge record

Click "Recognition Credits"

 

1 record exist

Logout of the User

 

 

Close the Browser