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GA-0028

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GA-0028

Scenario

Clone an existing chart of accounts and make some changes

Test Case Id

GA-0028

Test Case Description

Clone an existing chart of accounts and make some changes

Notes

 

Dependency

 

Reviewed by (business) & approved date

 

Automation (AccelQ)

 

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

Monica Kluegel

 

User 

choose current user

 

Go to LL-Chart of Account Tab

 

 

View All

 

 

Search for 'Student Bursaries' 

 

 

Open LL- Chart of Accounts:  'DVCD, Student Bursaries Fund-2400'

 

On LL- Chart of Accounts screen top right corner- Click 'Clone' button

 

 

On New LL- Chart of Accounts pop up screen - edit as followed

 

Designation Account Name

DVCD, Student Bursaries Fund 2-2401

 

Constituent Facing Name

DVCD, Student Bursaries Fund 2 -DVCD-002-2401

 

Donor Facing Name

the Student Bursaries Fund 2

 

Designation Business Office G/L Name

2401-64571-D3422

 

Designation Account Number Segment One

2401

 

Designation Account Number Segment Two

64571

 

Designation Account Number Segment Three

D3422

 

Account type

Current Spend

 

Date of Inception

select today date or next Monday date

 

Active

ticked

 

Classification

Bursary

 

Find next sequential value of Designation Code by SOQL
SELECT ID
 , Name
 , USyd_Designation_Code__c
from AQB__LLChartofAccounts__c
where USyd_Designation_Code__c like 'DVCD-0%'
ORDER by USyd_Designation_Code__c DESC

next number should be 007

 

Designation Code

DVCD-007

 

Click SAVE

 

Successful No error

Screenshot of successful clone

 

 

Logout of the User

 

 

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