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-0018
- rommel.ngo
Scenario | Create a Joint Credit Pledge. Attach a soft credit to a pledge |
|---|---|
Test Case Id | GA-0018 |
Test Case Description | Create a Joint Credit Pledge. Attach a soft credit to a pledge |
Notes |
|
Dependency |
|
Reviewed by (business) & approved date |
|
Automation (AccelQ) |
|
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 |
|
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 | Pledge |
|
Click Save |
|
|
Click "Batch Items" button |
|
|
Accounts | choose an account with two people in the household |
|
Entry Type | Pledge |
|
Pledge Schedule Type | Single Payment |
|
Total Pledge | 2000 |
|
Pledge Type | Unconditional |
|
Campaign Appeal | 2022 Campus Tours Working List |
|
Designation | HOLDING-D |
|
Acknowledgement | Default |
|
Signator | choose an account |
|
Click Calculate Payment |
| Payment summary appears |
Click "Save and Add Soft Credit" Button |
| open pledges and opportunities screen may pop up |
if open pledges screen pop up, click Save Transaction without saving button |
| choose an account for soft credit pops up |
choose a contact | choose a contact (ie. Dylan Alcott Foundation) |
|
click ok |
| Manually Add Soft Credit screen pops up |
Tick Create a New Soft Credit for Account |
|
|
Save |
|
|
Click the Batch Number to go back |
|
|
click Batch number to go back to the Batch |
|
|
click Edit button |
|
|
New Unconditional Pledge | 2,000 |
|
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 Item Tab |
|
|
Click the Batch Item |
|
|
Click Related tab |
| should have transactions in Batch Item Automated Soft Credits |
Logout of the User |
|
|
Close the Browser |
|
|