Scenario | Test Record Mutliple soft credits across households within the batch and close the batch |
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Test Case Id | GA-0034 |
Test Case Description | GA-0034 - Record Mutliple soft credits across households within the batch and close the batch |
Notes | |
Dependency | |
Reviewed by (business) & approved date | Aysh 27/03/2023 |
Automation (AccelQ) | Ready for automation |
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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Create new batch | ||
Click Batches Tab | ||
New Batch => Record type = Open Batch => Next |
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On New Batch | ||
User | search Ana Simic | |
Batch Type | Gifts/Pledges | |
Batch Date | Select from Calendar => Today date | |
Source of Data | Modifications | |
Payment Control Amount | $0 | |
New Unconditional Pledge Control Amount | $0 | |
Do not Feed | Ticked | |
Review status | People validated Successfully | |
Default Entry Type | Soft Credit - This Account | |
Default Method | Soft Credit | |
Default Acknowledgement | Search and select "Defaiult" | |
Batch Item Pledge Payment | Manual Review | |
leave the rest as default then Save | Batch 0074865 created | |
the new batch screen shown | Batch 0074865 | |
click on Batch items button | ||
On Batch item window | ||
Account | search & select Account 'Ms Stephanie Potter' | |
Entry type | Soft Credit - This Account | |
Amount | $35,000 |
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Campaign Appeal | Search and select '2022 Major Giving' | |
Designation | Search & select 'Holding - General Donations - 2400' | |
Acknowledgement | search and select "Default" | |
Signator | Stephanie Potter | |
No Receipt | Ticked | |
Leave the rest as default | ||
Click Save | ||
Edit the batch item | ||
Gift/Pledge Number | Search and select 002367370 | |
Click Save | ||
batch item created | ||
New Soft Credit Batch Item | ||
On Batch item window | ||
Account | search & select Account 'Mr Allen C Granger and Mrs Glenys Granger' | |
Entry type | Soft Credit - This Account | |
Amount | $35,000 |
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Campaign Appeal | Search and select '2022 Major Giving' | |
Designation | Search & select 'Holding - General Donations - 2400' | |
Acknowledgement | search and select "Default" | |
Signator | Alan C Granger | |
No Receipt | Ticked | |
Leave the rest as default | ||
Click Save | ||
Click Edit the batch item next to the batch items | ||
Gift/Pledge Number | Search and select 002367370 | |
Click Save | ||
batch item created | ||
close batch item screen and go back to batch | ||
Click "Closed Batch" | ||
click "Confirm Close" | ||
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 | |
Logout of the User | ||
Close the Browser |