Attention: Confluence is not suitable for the storage of highly confidential data. Please ensure that any data classified as Highly Protected is stored using a more secure platform.
If you have any questions, please refer to the University's data classification guide or contact ict.askcyber@sydney.edu.au
GA-0015
Scenario | Reproduce receipt after modifying the gift |
---|---|
Test Case Id | GA-0015 |
Test Case Description | one off gift and we are changing the designation |
Notes |
|
Dependency |
|
Reviewed by (business) & approved date | Ana Simic 4/11/22 |
Automation (AccelQ) | automated |
Action | Data | Expected Result |
Enter the URL |
| |
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 |
|
User | choose current user |
|
Click Batches Tab |
|
|
Click New Button |
|
|
Record Type = Open Batch, Click Next |
|
|
User | choose current user |
|
Batch Type | Gifts/Pledge |
|
Batch Date | Today's date |
|
Source of Data | Modifications |
|
Click Save |
|
|
Click "Batch Items" button |
|
|
Account | Choose an account with pledge/gift to correct that has been receipted |
|
Entry Type | Void | Void Transaction screen pops up |
Click Void Transactions from this gift | select a transaction to void |
|
click “Void and add correction” |
|
Void transactions screen pops up |
Enter a notation for the voids | choose any reason (if changing designation, use Transfer from…) |
|
Enter a description for the void | type any reason |
|
Click Void Transaction(s) button |
| Screen goes back to new transaction Note that this will not allow to change the amount |
Campaign Appeal | 2022 Campus Tours Working List |
|
Designation | HOLDING-D (the new value different from the old one) |
|
Acknowledgement | Default |
|
Signator | choose an contact |
|
click save |
| batch item created with two transactions |
click Batch number to go back to the Batch |
|
|
Click Close Batch Button |
|
|
Click "Confirm Close" Button |
|
|
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 Receipting Tab |
|
|
Batch # | enter batch number that was just closed |
|
Click Find Transactions to Receipt Button |
| # of Transactions Receipted = 1 |
Click Create Receipt Button |
| Confirmation message pops up |
click ok |
|
|
Click Batches Tab |
|
|
Open the Batch |
|
|
Click Batch Items Tab |
|
|
Click the Batch item |
|
|
click the Pledge |
| Two Receipts record exist, one is voided and one is the new receipt |
Logout of the User |
|
|
Close the Browser |
|
|