Scenario | Test Creat a joint legal credit pledge |
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Test Case Id | GA-0038 |
Test Case Description | GA-0038 - Creat a joint legal credit pledge |
Notes | |
Dependency | |
Reviewed by (business) & approved date |
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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Create new batch | ||
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 | Pledges | |
Payment Control Amount | $5,000 | |
New Unconditional Pledge Control Amount | $15,000 | |
Do not Feed | Un-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 | Batch 0074873 created | |
the new batch screen shown | Batch 0074873 | |
click on Batch items button | ||
On Batch item window | ||
Account | search & select Account 'Mr Allen C Granger and Mrs Glenys Granger' | |
Entry type | Pledge | |
Pledge Schedule Type | Fixed Total Amount, Fixed Numebr of Payments |
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total pledge | 15000 | |
# of payments | 3 | |
Paid Every | 1 | |
Interval | Years | |
1st Payment due | Sleect from calendar TODAY date | |
Pledge type | unconditional | |
Campaign Appeal | Search and select '2022 Tax Appeal' | |
Designation | Search & select 'DVCR, Cancer Research Fund-2401' | |
Acknowledgement | search and select "Email - Receipt" | |
Annual Receipt | Ticked | |
Signator | Alan C Granger | |
Leave the rest as default | ||
Click "Calculate Payments" button | ||
Click Save and Add payment | ||
Pop up Opportunity => click on "Save Transaction without Linking" | ||
Payment Method | Credit Card | |
Amount | 5000 | |
Acknowledgement | search and select "Email Receipt" | |
Click Save Payment | ||
batch item created | ||
On the batch item | ||
Click on the "I" far right under "R" | See the attached screen shot of sharing Legal credits | |
Click Cancel to close the GRC screen | ||
click on "Batch 0074873' to go back to batch | ||
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 | |
New Pledge created as Screenshot | ||
Logout of the User | ||
Close the Browser |