GA-0006

Scenario	Test a join, separate, and decease request
Test Case Id	GA-0006
Test Case Description	Separate Contact Utillity
Notes	additional notes from Monica need to be added to the test: Enter a payment (cheque) and add a bequest Intention/confirmation and close batch. Ensure that cheques details for drawer, Bank and BSB are recorded in separate fields
Dependency	GA-0008
Reviewed by (business) & approved date
Automation (AccelQ)	AUTOMATED

Action	Data	Expected Result
Enter the URL	https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/
Enter username
Enter Password
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
Once in Affinaquest app, go to Gear Icon
Click on Set up - Blue icon
Click on Users tab
Click on Users
Click on login against the user ( GA User) having all permissions	Monica Kluegel
Click on Contacts tab
select a contact	choose a contact that is part of a multi contact household
from the menu click "Lightning Contact Utilities
Click "Separate" Button
Click "MOVE TO NEW ACCOUNT 1" For one contact and the other to "MOVE TO NEW ACCOUNT 2"
Click Next
Click "Copy to New Account 1" and "Copy to New Account 2" tick boxes		all tick boxes are ticked.
Click Next		Edit Data for New Account 1 screen shows
Click Next		Edit Data for New Account 2 screen shows
Click Next		Related Data screen pops up
Click "MOVE TO NEW ACCOUNT" for Alternate IDs, then click to move to both accounts for Relationships with Accounts
Click Next
Update Legal Credits to 100 for both contacts
Update both contacts to be primary contact
Update to Head of Household for Account Relationship for both contacts
Update both contact's Marital Status to "Divorced"
Click Next		Confirmation Screen pops up
Click Ok		Confirmation Screen pops up
Click Ok		Separates Contacts on a single household Account into two new household Accounts Contacts are moved with all related data Objects related to the Account can generally be moved to one or both new Accounts, with some exceptions Custom fields on the Account are moved Custom objects are not moved Gifts: Are moved based on legal credit – legal credit must equal 100% or gifts are not moved If the legal credit is split 50/50, the gifts on the old Account are voided and new gifts are created on the new Account Gifts are moved in a separate batch from the rest of the data, this can cause issues if the first part of the separate is successful, but the gifts portion is not
Logout of the User
Close the Browser