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GA-0041
- Mai Ha
- sudhir.manjunath
- rommel.ngo
Scenario | Batch Processing - gifts |
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Test Case Id | GA-0041 |
Test Case Description | Process a gift against an Estate with the singator being the deceased person linked to the Estate |
Notes | decease contact is linked to the estate account through direct link. payment is a direct deposit / check choose the decease person as the signator use planned gift as entry type |
Dependency | |
Reviewed by (business) & approved date | Ana Simic 14/11/22 |
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 | 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 | estate account whose deceased contact is set as secondary contact and directly linked to the estate account |
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Entry Type | Planned Gift |
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Payment Method | ACH |
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Instrument | Bequest |
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Enter Amount | 100000 |
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Campaign | 2021 Planned Giving |
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Designation | choose valid designation |
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Acknowledgement | NR-Bequest |
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Signator | choose the deceased contact |
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No Receipt | ticked |
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click save |
| Batch Item created |
click Batch number |
| back to Batch screen |
Payment Control Amount | 100000 |
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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 on the Batch item |
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click on the Gift/Pledg Number |
| transaction exist for the gift |
Logout of the User |
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Close the Browser |
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