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GA-0015

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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

Login | Salesforce

 

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
# of Existing Receipts to Void = 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