AffinaQuest Smart Batch 2.0 Video

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T-001

Smart Batch 2.0 activation

GIVEN I go can assess to Batchs tab and in the batch recording' Smart Batch 2.0' check box.
WHEN I check the checkbox, save and click 'Batch Item' button on the right side of the record
THEN I can open Smart Batch 2.0 interface

T-002

UX 

GIVEN I can open Smart Match 2.0 interface
WHEN I click the setup icon
THEN I can configure what field to see in the interface per type

T-003

UX

GIVEN I can open Smart Match 2.0 interface
WHEN I search and choose Account
THEN I can see the household account's legal credit, address details, prospect manager and alerts if there is any alerts

T-004

UX

GIVEN I can open Smart Match 2.0 interface
WHEN I choose Designation and if the designation has an alert
THEN Ican see red '!' mark next to save and click to see the alert

T-005

Basic Function

GIVEN I can fill details such as Amount, Designation, Campaign and acknowledge
WHEN I click save button
THEN I can successfully save and see the batch as line item

T-006

UX

GIVEN I can create multiple line item in the batch
WHEN I click right side button on the data grid of those link items
THEN I can configure the data grid 

T-007

UX

GIVEN I can create multiple line item in the batch
WHEN I click right side down-ward arrow button
THEN I can view Transaction, view Batch item, Edit and delete

T-008

UX

GIVEN I can create multiple line item in the batch
WHEN I click Q/T/R/S/F button
THEN I can add/view/edit/delete Quid,Tribute,Recognition,Colicitation credit,File

T-009

Soft Credit

GIVEN I can add pledge using smart batch 2.0
WHEN I choose Soft Credit type and save
THEN I can manually create soft credit from Smart Batch 2.0

T-010

Soft Credit

GIVEN I can add pledge type using smartbatch 2.0
WHEN I save it I can add soft credit from Pledge type
THEN I can add and save the record in smart batch 2.0

T-011

Void

GIVEN I can select void type in Smart batch2.0
WHEN I select Void I can select vailable transaction to void
THEN I can successfully void transaction after filling in the notation

T-012

Pledge Write-off

GIVEN I can select pledge writeoff method in Smart batch2.0
WHEN I action pledge write off from the existing pledge
THEN I can successfully write off the pledge
THEN I can successfully void transaction after filling in the notation