Scenario | Test that a pledge needs a reminder when entering a batch item |
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Test Case Id | GA-0022 |
Test Case Description | GA-0022 - Record that a pledge needs a reminder when entering a batch item |
Notes | |
Dependency | |
Reviewed by (business) & approved date |
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Automation (AccelQ) |
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 | Monica Kluegel |
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Click Batches Tab | ||
New Batch => Record type = Open Batch => Next |
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On New Batch | ||
User | search Monica Kluegel | |
Batch Type | Gifts/Pledges | |
Batch Date | Select from Calendar => Today date | |
Source of Data | Pledge | |
New Unconditional Pledge control Amount | $105,000 | |
Do not Feed | Ticked | |
Review status | People validated Successfully | |
Default Entry Type | Pledge | |
Default Method | Pledge | |
Default Acknowledgement | Search and select "Email - Receipt" | |
Batch Item Pledge Payment | Manual Review | |
leave the rest as default then Save | ||
the new batch screen shown | ||
click on Batch item | ||
On Batch item window | ||
Account | search for "Li Ka Shing Foundation" | |
Entry type | Pledge | |
Pledge Schedule Type | Fixed Total Amount, Fxed Number of Payments |
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total pledge | 105000 | |
number of payments | 3 | |
pay every | 1 | |
interval | year | |
1st payment due | Select from Calendar => Today date | |
Pledge Type | unconditional |
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Campaign Appeal | Search current year Major Giving => seelct "2022 Major Giving" | |
Designation | Search "Holding - General Donations-2400" and select "Holding - General Donations-2400" | |
Acknowledgement | search and select "Email Receipt" | |
Leave the rest as default | ||
Click Calculate payment | 3 payments Schedule shown | |
Click Save | ||
Click Save Transaction without linking | ||
batch item created | ||
View the batch item | ||
check if "Send Pledge Reminder" | Ticked | |
Check if Pledge Reminder Owner is present | ||
closed batch item screen | ||
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 | |
Create a Task with
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Logout of the User | ||
Close the Browser |