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GA-0033

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If you have any questions, please refer to the University's data classification guide or contact ict.askcyber@sydney.edu.au

GA-0033

Scenario

Test Add a restricted donor to a chart of account and save

Test Case Id

GA-0033

Test Case Description

Add a restricted donor to a chart of account and save

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

 

 

on List view

 

 

search & select  "VET, Animal Cancer Research, (HIFU)-2401"  and clone

VET, Animal Cancer Research, (HIFU)-2401

 

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

 

 

Designation Account Name

VET, Animal Cancer Research, (US)-2402

 

Constituent Facing Name

Veterinary Science, general cancer research, High Intensity Focused Ultrasound (HIFU) for animal cancer treatment- VET-134-2402

 

Donor Facing Name

cancer research US at the Sydney School of Veterinary Science at the University of Sydney

Designation Business Office G/L Name

2402-N2151-D1929

 

Designation Account Number Segment One

2402

 

Designation Account Number Segment Two

N2151

 

Designation Account Number Segment Three

D1929

 

Account type

Current Spend

 

Date of Inception

select today date

 

Active

ticked

 

Classification

Research

 

Restricted

Ticked

 

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 'VET-13%'
ORDER by USyd_Designation_Code__c DESC

next sequential number should be 136

 

Designation Code

VET-136

 

School Unit

Veterinary Science

 

Restrictions

To Be Reviewed

 

Click SAVE

 

Successful No error

Edit the new clone COA

 

 

Edit - Restricted to Donor

Search and select "Uni of Sydney USA Foundation"

 

Click SAVE

 

Successful No error

Screenshot of successful clone and added restriction

 

 

Logout of the User

 

 

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