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GA-0029
- rommel.ngo
Scenario | Test Create a recurring gift and pledge and close batch |
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Test Case Id | GA-0029 |
Test Case Description | GA-0029 - Create a recurring gift and pledge and close batch |
Notes |
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Dependency |
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Reviewed by (business) & approved date |
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Automation (AccelQ) |
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Action | Data | Expected Result |
Enter the URL |
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Enter username |
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Enter Password |
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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 |
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Once in Affinaquest app, go to Gear Icon |
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Click on Set up - Blue icon |
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Click on Users tab |
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Click on Users |
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Click on login against the user ( GA User) having all permissions | Monica Kluegel |
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User | choose current user |
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Go to Account |
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Search and select account 'Ms Stephanie Potter' | https://sydneyuni-adv--uat.sandbox.lightning.force.com/lightning/r/Account/0018v000003Eii7AAC/view |
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Click 'All details' data tab |
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Click on quick links - Recurring Gifts |
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Click button 'New' |
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Type | Continuity Pledge |
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date committed | Select from Calendar => Today date |
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Date Started | Select from Calendar => Today date |
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Campaign | Search and select '2022 Donor Newsletter QR Bursaries' |
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Fundraising Campaign | Search and select '2022 Fundraising Campaign' |
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Amount | $20.00 |
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Frequency | Monthly |
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Designation | Search & select 'DVCD, Student Bursaries Fund-2400' |
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Method | Credit Card |
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credit Card Type | Visa |
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Last Three digits of Credit Card | 789 |
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Account | search & select 'Ms Stephanie Potter' |
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Contact | search & select 'Ms Stephanie Potter' |
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Next Payment Due Date Override | Select from Calendar => Next month date of Today |
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Click SAVE |
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Create new batch |
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Click Batches Tab |
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New Batch => Record type = Open Batch => Next |
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On New Batch |
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User | search Monica Kluegel |
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Batch Type | Gifts/Pledges |
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Batch Date | Select from Calendar => Today date |
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Source of Data | Recurring Payments |
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Payment Control Amount | $20 |
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New Unconditional Pledge Control Amount | $20 |
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Do not Feed | Un-Ticked |
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Review status | People validated Successfully |
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Default Entry Type | Pledge |
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Default Method | Pledge |
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Default Acknowledgement | Search and select Recurring Gift - Consolidated Receipt |
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Batch Item Pledge Payment | Manual Review |
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leave the rest as default then Save |
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the new batch screen shown |
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click on Batch items button |
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On Batch item window |
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Account | search & select Account 'Ms Stephanie Potter' |
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Entry type | Pledge |
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Pledge Schedule Type | Single Payment |
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total pledge | 20 |
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Due date | select from calendar TODAY date |
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Pledge type | unconditional |
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Campaign Appeal | Search and select '2022 Donor Newsletter QR Bursaries' |
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Designation | Search & select 'DVCD, Student Bursaries Fund-2400' |
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Acknowledgement | search and select "Continuity Pledge" |
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Annual Receipt | Ticked |
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Signator | Stephanie Potter |
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Leave the rest as default |
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Click "Calculate Payments" button |
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Click Save and Add payment |
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Payment Method | Credit Card |
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Amount | 20 |
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Acknowledgement | search and select "Recurring Gift - Consolidated Receipt" |
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batch item created |
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Edit the batch item |
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Locate "Link to Recurring Gift" | Search and select the Recurring Gift create above (004961) |
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closed batch item screen |
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back to batch |
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Click "Closed Batch" |
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click "Confirm Close" |
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Click OK on " The batch close process has been started. You will receive an email when the process is complete." |
| Successful create the batch with no error |
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Logout of the User |
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Close the Browser |
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