Walk customer through Edit/Saving Order/Estimate

Try preview of Order/Estimate.

Go to Company tab and click “View Company”

Edit/Save Company

Retest by attempting to preview the Order/Estimate

Chech Order for missing required fields for Contact, PhoneNumber, Primary SalesPerson, or any required field, which are fields marked in blue

Check in Customer record for any required fields missing

Check SalesPerson for any required fields missing, ex. PhoneNumber, Address, etc. Any blue fields that may be missing or NULL.

Once all fields have been corrected, retest by Previewing report