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GA-0031
- rommel.ngo
- ayshwarya.kathiravan
Scenario | Test Create a pledge, link it to an opportunity and test GIN journey |
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Test Case Id | GA-0031 |
Test Case Description | GA-0031 - Create a pledge or and link it to an opportunity and GIN journey |
Notes |
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Dependency |
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Reviewed by (business) & approved date | Aysh 30/03/2023 |
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 | Ana Simic |
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User | choose current user |
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OPPORTUNITY CREATION |
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Go to Opportunity tab |
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Create new Opportunity |
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Record type | Gift/Pledge |
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Account Name | Select an account with a mandatory primary contact |
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Opportunity Name | xxxxxxxx |
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Lead Source | Community Giving |
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Prospect Pool | Faculty of Engineering |
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Primary Campaign Source | search and select '2022 Community Giving' or any campaign |
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Gift Theme | Research |
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Gift Date | select from calendar TODAY date |
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Type | Gift to USYD |
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sub-type | New Pledge |
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ask | 20000 |
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stage | Identification |
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stage Date | select from calendar TODAY date |
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Amount | 20000(Same as ask amount) |
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Forecast Category | Pipeline |
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Close Date | 31/12/2023 (last date of next year ) |
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Click SAVE | Opportunity "Computer Science Scholarship" Created | |
Click on “Gift handover” stage |
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Name of the Instrument of Gift | Donation |
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Gift Date | Today’s date |
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Gift Amount | 20000 |
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Receipt Delivery |  |
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Click Save |
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Goto All details tab and set Type and Sub-type |  |
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Click on “Set as current stage” |
| Stage should be set as “Gift handover” |
Click on “All Details” tab and “Approval History” |
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Login as one of the approvers and approve the GIN |
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GIN JOURNEY |
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In the same opportunity, Click on More → Implementation/Administration |
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Click on the GIN number |
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GIN should be in the GI-Handover stage |
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Add an opportunity component after setting Chart of account type to New & Existing |
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Move the GIN to next stage as the opportunity owner |
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PLEDGE CREATION |
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Go to Batch |
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Click Batches Tab |
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New Batch => Record type = Open Batch => Next | Open batch |
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On New Batch |
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User | search Ana Simic |
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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 | Pledge |
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New Unconditional Pledge Control Amount | $20,000 |
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Do not Feed | 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 "Email - Receipt" |
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Batch Item Pledge Payment | Manual Review |
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leave the rest as default then Save |
| Batch 0074853 created |
the new batch screen shown | Batch 0074853 |
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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 'Mr Allen C Granger and Mrs Glenys Granger' |
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Entry type | Pledge |
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Pledge Schedule Type | Single payment |
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total pledge | 20000 |
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Due date | 14/08/2022 (select from calendar next month date) |
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Pledge type | unconditional |
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Campaign Appeal | Search and select '2022 Unsolicited Community Giving' |
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Designation | Search & select |
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Acknowledgement | search and select "Email - Receipt" |
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Annual Receipt | Ticked |
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Signator | Allen C Granger |
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Leave the rest as default |
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Click "Calculate Payments" button |
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Click Save |
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Pop up Unfunded Opportunities |
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Click "Link Payment to Opportunity" | Computer Science Scholarship |
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batch item created |
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Click View Batch Item to check if opportunity was linked correctly or not |
| Link Opportunity = Computer Science Scholarship |
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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GIN JOURNEY |
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Once the pledge is created and the batch is closed |
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Goto the GIN page and refresh |
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GIN Stage should have moved from “GI-Handover” to “GI-Kick Off” and Gift Pledge created in the above step should have been updated here. |
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Mark other 3 stages as complete |
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Navigate to the opportunity created |
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Click on “Closed” | Closed won and save |
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