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GA-0040
- Mai Ha
- sudhir.manjunath
- rommel.ngo
Scenario | Enter a third-party payment against a pledge and close the batch |
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Test Case Id | GA-0040 |
Test Case Description | Enter a third-party payment against a pledge and close the batch |
Notes | create a payment to an account, legal credit to account |
Dependency | foundation account |
Reviewed by (business) & approved date | Ana Simic 15/11/22 |
Test Execution Video | |
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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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 | Pledges |
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click Save |
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click Batch Items button |
| Smart Batch screen appears |
select account | foundation account |
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Entry Type | Pledge |
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Pledge Schedule Type | Singel Payment |
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Total Pledge | 10000 |
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Pledge Type | Unconditional |
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Campaign | 2021 Planned Giving |
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Designation | choose valid designation |
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Acknowledgement | Default |
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Click Calculate Payment |
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Click Save |
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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 | ACH |
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click Save |
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click Batch Items button |
| Smart Batch screen appears |
select account | choose an account |
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Entry Type | ACH |
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Amount | 10000 |
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Campaign | 2021 Planned Giving |
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Designation | choose valid designation (match the designation on the pledge) |
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Acknowledgement | Default |
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Signator | choose a contact |
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Click Save and Add Soft Credt |
| Choose Account for Soft Credit Screen pops up |
Account | choose foundation account from earlier batch |
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Click Ok button |
| Manually Add Soft Credit screen pops up |
choose a pledge | choose pledge created from earlier batch |
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click Save button |
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click Batch number |
| back to Batch screen |
Payment Control Amount | 10000 |
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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 bath item tab |
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click batch item |
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click related tab |
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click Batch Item Automated Soft Credit |
| soft credit record shows |
click link to pledge |
| pledge screen record shows |
click view all on Transactions related list |
| Transactions list shows |
Logout of the User |
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Close the Browser |
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