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GA-0036
- rommel.ngo
- Mai Ha
Scenario | Test Add or delete a soft credits on an existing gift or pledge |
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Test Case Id | GA-0036 |
Test Case Description | GA-0036 - Add or delete a soft credits on an existing gift or pledge |
Notes |
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Dependency | |
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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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 | Modifications |
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Payment Control Amount | $0 |
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New Unconditional Pledge Control Amount | $0 |
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Do not Feed | Ticked |
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Review status | People validated Successfully |
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Default Entry Type | Void |
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Default Method | Soft Credit |
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Default Acknowledgement | Search and select "Defaiult" |
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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 | Batch 0074867 |
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click on Batch items button |
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On Batch item window |
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New Soft Credit Batch Item |
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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 | Void |
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pop up screen |
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Click on "Void Transaction(s) from this gift " - gift pledge number = 002367400 |
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Click on "Void Checked Transactions" |
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| select "input Error" |
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Enter description for the void | testing delete soft credit by void |
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Click "Void Transactions" |
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Click Save |
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batch item created |
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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 |
Check Transaction of the Soft Credit | Voided Transaction show in screenshot | 
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Adding Soft credit already done in GA-0034 |
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Logout of the User |
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Close the Browser |
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