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GA-0042
- Mai Ha
- sudhir.manjunath
- rommel.ngo
Scenario | Enter a payment (cheque) and link to a pledge for an account with multiple contacts and close batch. Set the Gift Recognition Credits |
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Test Case Id | GA-0042 |
Test Case Description | Enter a payment (cheque) and link to a pledge for an account with multiple contacts and close batch. Set the Gift Recognition Credits |
Notes | create a joint pledge (account with two contacts) set GRC to one contact on the pledge
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Dependency | |
Reviewed by (business) & approved date | Ana Simic 15/11/22 |
Test Execution Video | |
Automation (AccelQ) | to be automated |
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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Click Batches tab |
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click New button | Open Batch |
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Click Next |
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User | current user |
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Batch Type | Gifts/Pledges |
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Batch Date | today |
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Source of Data | Pledges |
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New Unconditional Pledge Control Amount | 1000 |
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Click Save |
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Click Batch Items |
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Enter Account | account with two contacts with 50/50 Recognition credit |
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Entry Type | Pledge |
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Plege Schedule Type | Single Payment |
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Total Pledge | 1000 |
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Pledge Type | Unconditional |
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Campaign | choose a valid campaign |
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Designation | choose valid designation |
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Acknowledgement | Default |
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Signator | choose first contact |
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click Calculate Payments |
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Click Save |
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click on Recognition icon |
| verify 50/50 Legal credit 
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click Batch number |
| back to Batch screen |
Click Save |
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Click Close Batch button |
| Confirmation Screen shows |
Click Confirm Close Button |
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click Ok |
| back to Batch screen |
wait till Record Type become closed batch |
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Click on Batch Items Tab |
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Click on the Batch Item |
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Click on the Gift/Pledge Number |
| opens the gift record page |
click edit |
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Include Pledges In Total | ticked | this is so when GRC is adjusted, GRC records will exist. |
click save |
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click Recognition Credits tab |
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click Adjust Gift Recognition Credits button |
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edit LC% | giving the 1st contact 100% LC and 0% for the other GRC both 100% |  |
click Save and Exit button |
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Click Batches tab |
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click New button | Open Batch | Select Record Type screen pops up |
Click Next |
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User | current user |
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Batch Type | Gifts/Pledges |
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Batch Date | today |
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Source of Data | Direct Deposit |
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click Save |
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click Batch Items button |
| Smart Batch screen appears |
select account | account account from previous batch |
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Entry Type | ACH |
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Enter Amount | 500 | Open pledges screen pops up |
tick the pledge created previously |
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click Post as Pledge Payment |
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Acknowledgement | Default |
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Signator | choose the person with 100% LC as the signator |
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click Pay Pledge |
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click Batch number |
| back to Batch screen |
Click Edit |
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Payment Control Amount | 500 |
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Click Save |
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Click Close Batch button |
| Confirmation Screen shows |
Click Confirm Close Button |
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click Ok |
| back to Batch screen |
wait till Record Type become closed batch |
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Click Batch Items tab |
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click the batch item |
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click Link to pledge |
| pledge record shows |
click Recognition Credits tab |
| recognition credit goes to first contact |
Click Receiting Tab |
| Receipting utility screen shows |
enter Batch # | enter previous batch number |
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click Find Transactions to Receipt |
| # of Transactions Receipted = 1 |
click Create Receipts button |
| confirmation pops up |
click Ok |
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go back to the gift record |
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scroll to Related list for Receipts |
| Receipt record exist |
click the receipt |
| contact is the first contact |
Click Apsona Tab |
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Click Reporting tools → Multi Step Report |
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click Global Folders → Receipting |
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click Recipt - Non Email → run |
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click Change filters |
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remove all filters |
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click Add term on step 1 |
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choose Receipt.Receipt Number |
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enter receipt number | enter the receipt number generated |
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click change |
| receipt is in the report result |
click Mail/Merge |
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click Run an existing merge action |
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Select the action to run | Generate Document and Attach to Record |
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click run |
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navigate to the gift/pledge record |
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click on Receipt record |
| verify in Notes & Attachment pdf of receipt is attached |
navigate to the gift/pledge record |
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click Recognition Credits tab |
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click Adjust Gift Recognition Credits button |
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edit LC% | giving the 2nd contact 100 LC and 0% for the other |
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click Save and Exit button |
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Click Batches tab |
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click New button | Open Batch | Select Record Type screen pops up |
Click Next |
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User | current user |
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Batch Type | Gifts/Pledges |
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Batch Date | today |
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Source of Data | Direct Deposit |
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click Save |
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click Batch Items button |
| Smart Batch screen appears |
select account | account account from previous batch |
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Entry Type | ACH |
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Enter Amount | 500 | Open pledges screen pops up |
tick the pledge created previously |
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click Post as Pledge Payment |
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Signator | choose second contact |
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click Pay Pledge |
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click Batch number |
| back to Batch screen |
Click Edit |
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Payment Control Amount | 500 |
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Click Save |
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Click Close Batch button |
| Confirmation Screen shows |
Click Confirm Close Button |
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click Ok |
| back to Batch screen |
wait till Record Type become closed batch |
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Click Batch Items tab |
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click the batch item |
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click Link to pledge |
| pledge record shows |
click Recognition Credits tab |
| recognition credit goes to second contact |
Click Receiting Tab |
| Receipting utility screen shows |
enter Batch # | enter previous batch number |
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click Find Transactions to Receipt |
| # of Transactions Receipted = 1 |
click Create Receipts button |
| confirmation pops up |
click Ok |
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go back to the gift record |
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scroll to Related list for Receipts |
| New Receipt record exist |
click the receipt |
| Contact is the second contact |
Click Apsona Tab |
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Click Reporting tools → Multi Step Report |
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click Global Folders → Receipting |
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click Recipt - Non Email → run |
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click Change filters |
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remove all filters |
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click Add term on step 1 |
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choose Receipt.Receipt Number |
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enter receipt number | enter the receipt number generated |
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click change |
| receipt is in the report result |
click Mail/Merge |
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click Run an existing merge action |
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Select the action to run | Generate Document and Attach to Record |
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click run |
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navigate to the gift/pledge record |
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click on Receipt record |
| verify in Notes & Attachment pdf of receipt is attached |
go back to the gift record |
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click Recognition Credits tab |
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click Adjust Gift Recognition Credits button |
| adjust GRC screen shows |
Legal Credit % | 50,50 |
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click Save and Exit button |
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Logout of the User |
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Close the Browser |
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