Links

Test environment:

Test credentials (privileged donor information):

Test credentials (no privileged donor information):

Jira feature:  UXPROD-1018 - Getting issue details... STATUS

Feedback form: 

Related videos

Known Issues

Instructions

The feedback form generally follows the steps listed below. We suggest filling out the form as you work your way through the test.

1. Log into the test environment (linked above) using the account with organization and donor permissions enabled.
2. Navigate to the "Organizations" app
3. Click the "New" button
4. Fill out the required fields along with any optional fields you wish. Be sure to check the "donor" box. (Note that an organization can be both a donor and a vendor. Purchase orders must be assigned to a vendor organization.)
5. Create and add at least one Privileged donor contact (Add privileged donor → New)
6. Save your donor organization.
7. Navigate to the "Finance" app.
8. Create a new Fund, filling out all required fields. For "Ledger", please use "Gifts".
9. Expand "Donor information" and assign at least one donor to this fund.
10. Save & close the fund.
11. Under "current budget" click "New" and assign some funds.
12. Navigate to the "Orders" app.
13. On the "Search & Filter" pane, click on "Orders", then click "Actions - New"
14. Fill out all required fields and any desired optional fields. Note that only Organizations of type "vendor" can be used here. Click "Save & Close"
15. Under "PO Lines", click Actions - Add PO Line
16. Fill out all required fields and any optional fields. Do NOT enter any Donor information yet.
17. Under "Fund distribution", select the fund you created in step 8.
18. Scroll up to "Donor information" and verify that the donor(s) associated with that fund are now associated with this PO Line. Feel free to add or remove donors as you wish.
19. Save and close the PO Line.