Scenario | Enter a payment (cheque) and close batch |
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Test Case Id | GA-0004 |
Test Case Description | Enter a payment (cheque) and close batch |
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 | Accounts and Contacts Exist |
Reviewed by (business) & approved date |
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Automation (AccelQ) | AUTOMATED |
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 | ||
Click New Button |
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Record Type = Open Batch, Click Next | ||
User | choose current user | |
Batch Type | Gifts/Pledges | |
Batch Date | Today's date | |
Source of Data | Cheques | |
Click Save | ||
Click "Batch Items" button | ||
Accounts | Choose an account with open pledge | |
Entry Type | Check | |
Description | St George;112879;Dr A Lees; | Format must be: Bank;BSB;Drawer name;any other comments |
Total Amount | 10,000 | Open Pledges for Rachelle Green screen pop up |
Tick "Action" box and click "Post as Pledge Payment" Button | Pledge payments list all pledges and allocates the payment accordingly | |
Acknowledgement | Default | |
Signator | Choose an contact | |
Click "Pay Pledge" button | Batch Item created | |
Click Edit on the batch Item | Verify fields Bank, BSB, Drawer are populated  | |
click view | ||
click Batch number to go back to the Batch | ||
click Edit button | ||
Payment Control Amount | 10,000 | |
Click Save | ||
Click Close Batch Button | ||
Click "Confirm Close" Button | ||
Click "OK" Button. Refresh screen till record type is set to "Closed Batch" | Goes back to Batch record and Record Type is converted to "Closed Batch" | |
Click "Account" name on the Batch Items in the right hand related list | goes to the Account record | |
Click on "Giving" tab | Gift/Pledgte record is created | |
Click on the Gift/Pledge that was just created | all 14 transactions are created | |
On "Transactions" related list, click on view all | 2 new transactions created: The Original pledge transaction Updated, Balance = 0 | |
Logout of the User | ||
Close the Browser |